Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$495
+$305 QoQ
Shares Held
13
+116.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 536 holders
Holding Since
Mar 2026
2 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, 2026Hughes Financial Services, LLC holds $6,916 across 4 Personal Services names. HRB ranks #2 (7.2% of the industry book) .
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495 | 13 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $190 | 6 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||