Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,040
+$3,170 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#436
of 536 holders
Holding Since
Mar 2023
14 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, 2026Tanglewood Legacy Advisors, LLC holds $19,040 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
500 | $19,040 |
All Filings in HRB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,040 | 500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,870 | 500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $21,790 | 500 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,285 | 500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,445 | 500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,455 | 500 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $26,420 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $31,775 | 500 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,115 | 500 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $24,555 | 500 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $24,185 | 500 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $21,530 | 500 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $15,935 | 500 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $17,625 | 500 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||