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Cedar Mountain Advisors, LLC

Position in HRB — H&R Block Inc

CIK 1798986 LAKE OSWEGO, OR

Position in HRB

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$4,607
+$767 QoQ
Shares Held
121
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 536 holders
Holding Since
Mar 2026
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, 2026

Cedar Mountain Advisors, LLC holds $11,832 across 3 Personal Services names. HRB ranks #2 (38.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 HRB
H&R Block Inc
This page
121 $4,607

All Filings in HRB

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,607 121
2026-03-31 $3,840 121