Position in HRB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$408,778
-$134,618 QoQ
Shares Held
12,879
+3.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,066,562 across 3 Personal Services names. HRB ranks #1 (38.3% of the industry book) .
All Filings in HRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,778 | 12,879 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $543,396 | 12,469 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $613,311 | 12,128 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $722,955 | 13,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $645,574 | 11,757 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $293,208 | 5,549 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||