Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,751
+$1,664 QoQ
Shares Held
46
+2200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 536 holders
Holding Since
Jun 2025
4 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, 2026Rialto Wealth Management, LLC holds $35,850 across 5 Personal Services names. HRB ranks #3 (4.9% 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 | $1,751 | 46 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $87 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $303 | 6 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $274 | 5 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||