Position in HRB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$366,279
-$93,533 QoQ
Shares Held
11,540
+9.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,279 | 11,540 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $459,812 | 10,551 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $530,529 | 10,491 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $412,663 | 7,518 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $245,996 | 4,480 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||