Position in HRB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,721
+$4,720 QoQ
Shares Held
124
+117.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#473
of 536 holders
Holding Since
Sep 2025
4 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, 2026Avion Wealth holds $3,586,091 across 4 Personal Services names. HRB ranks #2 (0.1% 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 | $4,721 | 124 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 57 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $522 | 12 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $505 | 10 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||