Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,298,794
-$97,067 QoQ
Shares Held
34,107
-22.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 541 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Freestone Grove Partners LP holds $2,574,531 across 3 Personal Services names. HRB ranks #1 (50.4% 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 | $1,298,794 | 34,107 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,395,861 | 43,978 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,099,741 | 25,235 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,162,503 | 22,988 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||