Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$44,477
+$7,913 QoQ
Shares Held
1,168
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#410
of 536 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $44,477 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
|
1,168 | $44,477 |
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,477 | 1,168 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $36,564 | 1,152 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $99,493 | 2,283 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||