Smallwood Wealth Investment Management, LLC
Position in HRB — H&R Block Inc
CIK 1921304
RED BANK, NJ
Position in HRB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$0
-$20 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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, 2026Smallwood Wealth Investment Management, LLC holds $0 across 1 Personal Services name. HRB ranks #1 .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
0 | $0 |
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $20 | 0 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28 | 0 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||