Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,894
+$482 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 536 holders
Holding Since
Jun 2024
9 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, 2026CVA Family Office, LLC holds $35,787 across 5 Personal Services names. HRB ranks #4 (8.1% of the industry book) .
All Filings in HRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,894 | 76 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,412 | 76 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,786 | 41 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,073 | 41 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,250 | 41 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,251 | 41 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,166 | 41 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,605 | 41 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,223 | 41 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||