Position in HRB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,493
+$1,224 QoQ
Shares Held
118
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#475
of 536 holders
Holding Since
Mar 2026
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, 2026High Note Wealth, LLC holds $6,118 across 3 Personal Services names. HRB ranks #1 (73.4% of the industry book) .
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,493 | 118 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,269 | 103 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||