Position in HRB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,744
+$3,439 QoQ
Shares Held
181
+331.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,744 | 181 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $2,305 | 42 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $784,499 | 14,287 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $677,989 | 12,831 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,049 | 583 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,616 | 583 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $28,631 | 583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,199 | 583 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $52,910 | 1,501 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $436,476 | 11,955 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $500,439 | 11,764 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $395,265 | 11,191 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $306,698 | 11,778 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $489,411 | 20,773 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $485,850 | 19,434 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $985,774 | 45,219 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $821,293 | 51,784 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $942,132 | 57,835 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $956,473 | 66,980 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $943,557 | 67,014 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||