Position in HRB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,370
-$4,851 QoQ
Shares Held
36
-81.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#498
of 536 holders
Holding Since
Dec 2021
11 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, 2026CoreCap Advisors, LLC holds $29,214 across 5 Personal Services names. HRB ranks #5 (4.7% of the industry book) .
All Filings in HRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370 | 36 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,221 | 196 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $217 | 5 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $252 | 5 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $7,852 | 143 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $211 | 4 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254 | 4 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $19,791 | 403 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $61,555 | 1,686 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $46,657 | 1,321 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $44,292 | 1,880 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||