Position in HRB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,224
+$3,686 QoQ
Shares Held
216
+51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 536 holders
Holding Since
Jun 2024
9 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, 2026LRI Investments, LLC holds $30,885 across 5 Personal Services names. HRB ranks #3 (26.6% of the industry book) .
All Filings in HRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,224 | 216 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,538 | 143 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,273 | 121 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,118 | 121 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,641 | 121 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,644 | 121 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,393 | 121 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,689 | 121 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,561 | 121 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||