Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,475,333
+$135,017 QoQ
Shares Held
38,743
-8.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#185
of 536 holders
Holding Since
Mar 2021
22 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, 2026CEERA INVESTMENTS, LLC holds $1,475,333 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
38,743 | $1,475,333 |
All Filings in HRB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,333 | 38,743 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,340,316 | 42,228 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $461,076 | 10,580 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,037,190 | 20,510 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,125,793 | 20,510 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,126,204 | 20,510 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,121,793 | 21,230 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,354,504 | 21,314 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,155,858 | 21,314 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,068,093 | 21,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,051,999 | 21,749 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $936,511 | 21,749 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $693,140 | 21,749 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $766,652 | 21,749 | Shares | Sole | 2023-09-27 | |
| 2022-12-31 | $794,055 | 21,749 | Shares | Sole | 2023-10-02 | |
| 2022-09-30 | $925,202 | 21,749 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,650,998 | 46,744 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,227,239 | 47,129 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,089,979 | 46,264 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $873,125 | 34,925 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $551,780 | 23,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $315,991 | 14,495 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||