Position in HRB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,359
+$1,059 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 536 holders
Holding Since
Mar 2026
2 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, 2026Wilkerson Advisory Group LLC holds $6,359 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
|
167 | $6,359 |
All Filings in HRB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,359 | 167 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,300 | 167 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||