Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,942
+$1,176 QoQ
Shares Held
51
+142.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 536 holders
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $5,076 across 3 Personal Services names. HRB ranks #2 (38.3% of the industry book) .
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942 | 51 | Shares | Other | 2026-08-14 | |
| 2022-12-31 | $766 | 21 | Shares | Other | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||