Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,293
+$1,612 QoQ
Shares Held
139
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#469
of 536 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $129,058 across 6 Personal Services names. HRB ranks #3 (4.1% of the industry book) .
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,293 | 139 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,681 | 116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,931 | 182 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||