Position in HRB
as of Mar 31, 2026
· filed Aug 13, 2026
Position Value
$449,724
+$161,312 QoQ
Shares Held
14,169
+114.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $449,724 | 14,169 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $288,412 | 6,618 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||