Position in HRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$367,053
+$63,810 QoQ
Shares Held
9,639
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#310
of 536 holders
Holding Since
Dec 2023
11 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, 2026AVISO WEALTH MANAGEMENT holds $367,053 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
|
9,639 | $367,053 |
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,053 | 9,639 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $303,243 | 9,554 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $460,248 | 10,561 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $534,069 | 10,561 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $654,124 | 11,917 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $654,362 | 11,917 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $629,694 | 11,917 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $757,325 | 11,917 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $673,373 | 12,417 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $615,937 | 12,542 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $575,603 | 11,900 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||