Position in HRB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$210,887
+$2,401 QoQ
Shares Held
5,538
+15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 536 holders
Holding Since
Dec 2023
10 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, 2026Wedmont Private Capital holds $799,516 across 3 Personal Services names. HRB ranks #3 (26.4% of the industry book) .
All Filings in HRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,887 | 5,538 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $208,486 | 4,784 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $526,332 | 10,408 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $505,701 | 9,213 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $500,559 | 9,116 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $507,633 | 9,607 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $604,169 | 9,507 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $484,219 | 8,929 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $407,121 | 8,290 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $598,385 | 12,371 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||