Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,285,332
+$6,079,086 QoQ
Shares Held
165,056
+2440.1% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#79
of 536 holders
Holding Since
Sep 2024
4 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, 2026IEQ CAPITAL, LLC holds $14,987,796 across 4 Personal Services names. HRB ranks #2 (41.9% of the industry book) .
All Filings in HRB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,285,332 | 165,056 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $206,246 | 6,498 | Shares | Other | 2026-05-15 | |
| 2024-12-31 | $705,308 | 13,348 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $568,581 | 8,947 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||