Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,424
-$5,239 QoQ
Shares Held
300
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#455
of 541 holders
Holding Since
Sep 2025
4 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, 2026Private Wealth Asset Management, LLC holds $37,599 across 3 Personal Services names. HRB ranks #2 (30.4% of the industry book) .
All Filings in HRB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,424 | 300 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||