Position in HRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,256
+$939 QoQ
Shares Held
33
+230.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 541 holders
Holding Since
Sep 2023
12 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, 2026Cornerstone Planning Group LLC holds $19,010 across 3 Personal Services names. HRB ranks #2 (6.6% of the industry book) .
All Filings in HRB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256 | 33 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $317 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $828 | 19 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $960 | 19 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $933 | 17 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $933 | 17 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $528 | 10 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $635 | 10 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $542 | 10 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $491 | 10 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $483 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $430 | 10 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||