Position in HRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$321,319
New position
Shares Held
8,438
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#323
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $1,081,766 across 3 Personal Services names. HRB ranks #2 (29.7% of the industry book) .
All Filings in HRB
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,319 | 8,438 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||