Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$446,716
+$212,497 QoQ
Shares Held
11,731
+171.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#289
of 536 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $932,911 across 3 Personal Services names. HRB ranks #1 (47.9% of the industry book) .
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,716 | 11,731 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $234,219 | 4,319 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $286,262 | 5,829 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||