Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$402,114
-$12,528 QoQ
Shares Held
12,669
+65.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,114 | 12,669 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $414,642 | 7,646 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $412,278 | 8,395 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $736,916 | 15,235 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $519,640 | 16,305 | Shares | Sole | 2023-12-12 | |
| 2022-09-30 | $424,634 | 9,982 | Shares | Sole | 2023-12-12 | |
| No filing history on record for this holder in this stock. | ||||||