Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,049,158
-$9,585,462 QoQ
Shares Held
421,459
-47.8% QoQ
Ownership
0.342%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 536 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $152,759,055 across 3 Personal Services names. HRB ranks #3 (10.5% of the industry book) .
All Filings in HRB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,049,158 | 421,459 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,634,620 | 807,644 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $73,995,177 | 1,697,916 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $116,525,667 | 2,304,245 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $123,641,149 | 2,252,526 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $117,616,560 | 2,141,988 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $106,867,735 | 2,022,478 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $148,434,433 | 2,335,711 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $182,603,418 | 3,367,203 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $165,682,995 | 3,373,712 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $154,789,755 | 3,200,119 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $154,258,875 | 3,582,417 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $121,227,551 | 3,803,814 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $302,739,122 | 8,588,344 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $308,029,643 | 8,436,857 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $357,722,387 | 8,409,083 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,266,128 | 4,480,921 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $67,304,518 | 2,584,659 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $62,145,931 | 2,637,773 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $62,590,750 | 2,503,630 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,530,330 | 1,044,733 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,746,962 | 905,824 | Shares | Defined | 2021-05-17 | |
| 2020-06-30 | $1,196,834 | 83,812 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $576,674 | 40,957 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||