Position in HRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$761
-$540 QoQ
Shares Held
20
-51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 536 holders
Holding Since
Mar 2025
6 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, 2026Rossby Financial, LCC holds $16,378 across 4 Personal Services names. HRB ranks #4 (4.6% of the industry book) .
All Filings in HRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761 | 20 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,301 | 41 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,578 | 128 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,349 | 86 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,379 | 98 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $17,516 | 319 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||