Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$526,456
+$77,939 QoQ
Shares Held
13,825
-2.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#283
of 536 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $944,587 across 3 Personal Services names. HRB ranks #1 (55.7% of the industry book) .
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,456 | 13,825 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $448,517 | 14,131 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $628,902 | 14,431 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,430,827 | 28,294 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,601,909 | 29,184 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,595,904 | 29,064 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,643,905 | 31,111 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||