Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$166,714
-$181,092 QoQ
Shares Held
4,378
-60.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#382
of 536 holders
Holding Since
Jun 2021
14 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, 2026State of Wyoming holds $793,709 across 4 Personal Services names. HRB ranks #3 (21.0% of the industry book) .
All Filings in HRB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,714 | 4,378 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $347,806 | 10,958 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $29,808 | 684 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $112,265 | 2,220 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $123,502 | 2,250 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $878 | 16 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $581 | 11 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $571 | 9 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $98,023 | 1,996 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $182,659 | 5,003 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $177,264 | 4,167 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $162,048 | 4,588 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $131,750 | 5,270 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $124,937 | 5,321 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||