Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,679,810
+$1,204,184 QoQ
Shares Held
273,466
+59.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,679,810 | 273,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,475,626 | 171,538 | Shares | Sole | 2026-02-17 | |
| 2023-06-30 | $786,424 | 24,676 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||