Position in HRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$190
+$159 QoQ
Shares Held
5
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#527
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, 2026HFM Investment Advisors, LLC holds $10,103 across 5 Personal Services names. HRB ranks #5 (1.9% 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 | $190 | 5 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $31 | 1 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $217 | 5 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $303 | 6 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $494 | 9 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $274 | 5 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||