Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,391,366
-$17,127 QoQ
Shares Held
36,538
-17.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#192
of 536 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Vident Advisory, LLC holds $4,780,190 across 3 Personal Services names. HRB ranks #2 (29.1% of the industry book) .
All Filings in HRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,366 | 36,538 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,408,493 | 44,376 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,507,736 | 34,597 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,644,332 | 32,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,280,967 | 23,337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,105,831 | 20,139 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,061,766 | 20,094 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $335,226 | 5,275 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $957,755 | 17,661 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $585,439 | 11,921 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $495,259 | 10,239 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||