Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,335,484
+$1,074,136 QoQ
Shares Held
113,852
+10.8% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#101
of 536 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Inlet Private Wealth, LLC holds $4,335,484 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
113,852 | $4,335,484 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,335,484 | 113,852 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,261,348 | 102,752 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||