Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,779
+$2,113 QoQ
Shares Held
73
+247.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
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, 2026Cornerstone Financial Management LLC holds $8,009 across 4 Personal Services names. HRB ranks #2 (34.7% 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 | $2,779 | 73 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $666 | 21 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $653 | 15 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||