Position in HRB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$39,603
+$15,068 QoQ
Shares Held
1,040
+34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#412
of 536 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $54,899 across 3 Personal Services names. HRB ranks #1 (72.1% of the industry book) .
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,603 | 1,040 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $24,535 | 773 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $33,338 | 765 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||