Position in HRB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$272,360
-$101,599 QoQ
Shares Held
8,581
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,360 | 8,581 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $373,959 | 8,581 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $433,941 | 8,581 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $471,182 | 8,581 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $453,420 | 8,581 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $545,322 | 8,581 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $465,347 | 8,581 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $421,412 | 8,581 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $369,497 | 8,581 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $273,476 | 8,581 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $302,480 | 8,581 | Shares | Sole | 2023-04-06 | |
| 2022-09-30 | $365,035 | 8,581 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $303,080 | 8,581 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $202,168 | 8,581 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||