Position in HRB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$14,432
+$2,403 QoQ
Shares Held
379
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#444
of 536 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $14,432 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
|
379 | $14,432 |
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,432 | 379 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $12,029 | 379 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,516 | 379 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $19,166 | 379 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $20,803 | 379 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||