Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,392
+$15,216 QoQ
Shares Held
2,400
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#393
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, 2026Medallion Wealth Advisors, LLC holds $91,392 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
|
2,400 | $91,392 |
All Filings in HRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,392 | 2,400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,176 | 2,400 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $104,592 | 2,400 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $121,368 | 2,400 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $131,736 | 2,400 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||