Position in HRB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$6,854
+$4,601 QoQ
Shares Held
180
+153.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#463
of 536 holders
Holding Since
Jun 2025
5 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, 2026Dogwood Wealth Management LLC holds $6,854 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
180 | $6,854 |
All Filings in HRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,854 | 180 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,253 | 71 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $0 | 0 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27 | 0 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,928 | 108 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||