Position in HRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,464
+$5,072 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#419
of 536 holders
Holding Since
Mar 2020
25 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,477,088 across 2 Personal Services names. HRB ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
34,658 | $1,446,624 | |
| 2 | HRB |
H&R Block Inc
This page
|
800 | $30,464 |
All Filings in HRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,464 | 800 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $25,392 | 800 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $34,864 | 800 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $43,912 | 800 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $43,928 | 800 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $43,698 | 827 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $50,840 | 800 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $43,384 | 800 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $39,288 | 800 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $38,696 | 800 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $34,448 | 800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,496 | 800 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $28,200 | 800 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $29,208 | 800 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $34,032 | 800 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $28,256 | 800 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,832 | 800 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $18,848 | 800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,000 | 800 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $18,784 | 800 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $17,440 | 800 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,688 | 800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,032 | 800 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,136 | 1,200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,896 | 1,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||