Position in HRB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$11,362
-$4,239 QoQ
Shares Held
358
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $11,362 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
|
358 | $11,362 |
All Filings in HRB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,362 | 358 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,601 | 358 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,104 | 358 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $24,645 | 449 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $28,717 | 523 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $23,725 | 449 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,533 | 449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,349 | 449 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,014 | 489 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $23,652 | 489 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $41,639 | 967 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,818 | 967 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||