Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$380,685
+$378,193 QoQ
Shares Held
9,997
+5548.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#308
of 539 holders
Holding Since
Mar 2020
2 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, 2026Arkadios Wealth Advisors holds $380,685 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
|
9,997 | $380,685 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,685 | 9,997 | Shares | Sole | 2026-08-10 | |
| 2020-03-31 | $2,492 | 177 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||