Position in HRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$990
+$165 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#502
of 536 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $68,804 across 4 Personal Services names. HRB ranks #3 (1.4% of the industry book) .
All Filings in HRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990 | 26 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $825 | 26 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,133 | 26 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,314 | 26 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,427 | 26 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $2,745 | 50 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $2,642 | 50 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||