Position in HRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$239,827
-$5,970 QoQ
Shares Held
6,298
+40.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#353
of 536 holders
Holding Since
Mar 2023
4 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, 2026Compound Planning, Inc. holds $1,113,650 across 3 Personal Services names. HRB ranks #3 (21.5% of the industry book) .
All Filings in HRB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,827 | 6,298 | Shares | Sole | 2026-08-04 | |
| 2025-06-30 | $245,797 | 4,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,952 | 3,860 | Shares | Sole | 2025-05-14 | |
| 2023-03-31 | $888,194 | 25,197 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||