Position in HRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$380
+$63 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 536 holders
Holding Since
Sep 2022
11 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $11,156 across 3 Personal Services names. HRB ranks #2 (3.4% of the industry book) .
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380 | 10 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $317 | 10 | Shares | Sole | 2026-04-13 | |
| 2024-09-30 | $16,650 | 262 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,188 | 151 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,366 | 150 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,255 | 150 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,459 | 150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,780 | 150 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,287 | 150 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,476 | 150 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,190 | 75 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||