Position in HRB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,232,592
+$604,235 QoQ
Shares Held
58,629
+14.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#139
of 536 holders
Holding Since
Mar 2020
14 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, 2026Carolina Wealth Advisors, LLC holds $2,232,592 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
|
58,629 | $2,232,592 |
All Filings in HRB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,232,592 | 58,629 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,628,357 | 51,303 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $50,160 | 1,151 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $57,447 | 1,136 | Shares | Sole | 2025-10-07 | |
| 2022-06-30 | $5,314,529 | 150,468 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,937,716 | 151,218 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,485,654 | 147,948 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,475,425 | 139,017 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,389,666 | 144,364 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,043,236 | 139,598 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,278,177 | 143,643 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,545,426 | 156,257 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,229,093 | 156,099 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,157,534 | 153,234 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||