Position in HRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$256,871
-$376,449 QoQ
Shares Held
8,093
-29.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 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, 2026INCEPTIONR LLC holds $956,336 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
12,590 | $956,336 |
All Filings in HRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,871 | 8,093 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $633,320 | 11,538 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $667,870 | 12,163 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $695,849 | 13,169 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $675,345 | 10,627 | Shares | Sole | 2024-11-08 | |
| 2023-03-31 | $446,617 | 12,670 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||