Back to HRB
Inlet Private Wealth, LLC → HRB
Inlet Private Wealth, LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
3
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $3.3M |
| Q2 2026 | $4.3M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 113.9K | — | — |
| Q2 2026 | $4.3M | 113.9K | — | — |
| Q1 2026 | $3.3M | 102.8K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M