Position in HRB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$16,663
+$6,858 QoQ
Shares Held
525
+133.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Private Wealth Asset Management, LLC holds $41,802 across 3 Personal Services names. HRB ranks #2 (39.9% of the industry book) .
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,663 | 525 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,805 | 225 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,114 | 200 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||