Position in HRB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$239,573
-$89,368 QoQ
Shares Held
7,548
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 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, 2026Vise Technologies, Inc. holds $1,038,145 across 3 Personal Services names.
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,573 | 7,548 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $328,941 | 7,548 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $226,857 | 4,486 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $229,165 | 4,175 | Shares | Sole | 2025-08-07 | |
| 2022-12-31 | $308,619 | 8,453 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $423,783 | 9,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $423,486 | 11,990 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||