Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$632,990
-$4,353,695 QoQ
Shares Held
19,943
-82.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $632,990 | 19,943 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,986,685 | 114,426 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $2,046,221 | 37,265 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,147,141 | 18,051 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $3,057,588 | 62,260 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $1,012,098 | 28,712 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,314,523 | 90,784 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,397,141 | 32,843 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,902,951 | 73,078 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,495,075 | 59,803 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $363,209 | 22,901 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||