Position in HRB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,616
+$1,268 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 536 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $7,771 across 2 Personal Services names. HRB ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
200 | $7,616 | |
| 2 | FTDR |
Frontdoor, Inc.
|
2 | $155 |
All Filings in HRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,616 | 200 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,348 | 200 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $26,845 | 616 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,114 | 200 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,978 | 200 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,982 | 200 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,568 | 200 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $12,710 | 200 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,846 | 200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,822 | 200 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $9,722 | 201 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $8,612 | 200 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $4,780 | 150 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $5,287 | 150 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $5,476 | 150 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $6,381 | 150 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||