Position in HRB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,284
+$2,323 QoQ
Shares Held
135
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,284 | 135 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,961 | 45 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $255,125 | 5,045 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $80,688 | 1,470 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $124,645 | 2,270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,698 | 70 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,859 | 45 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,440 | 45 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,209 | 45 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,176 | 45 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,937 | 45 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||