Position in HRB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$27,189
+$4,527 QoQ
Shares Held
714
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 536 holders
Holding Since
Mar 2020
25 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, 2026SALEM INVESTMENT COUNSELORS INC holds $37,912 across 3 Personal Services names. HRB ranks #1 (71.7% of the industry book) .
All Filings in HRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,189 | 714 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $22,662 | 714 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $66,448 | 1,314 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $72,125 | 1,314 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $80,058 | 1,458 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $116,248 | 2,200 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $142,987 | 2,250 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $119,306 | 2,200 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $117,864 | 2,400 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $125,762 | 2,600 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $120,568 | 2,800 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $95,610 | 3,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $123,375 | 3,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $127,785 | 3,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $148,890 | 3,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $166,004 | 4,700 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $136,605 | 5,246 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $123,595 | 5,246 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $148,050 | 5,922 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $139,048 | 5,922 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $129,099 | 5,922 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $93,922 | 5,922 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $96,469 | 5,922 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $84,566 | 5,922 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $83,381 | 5,922 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||