H&R BLOCK INC · CUSIP 093671105 · CIK 1861796
As of 2026-06-30, NewEdge Wealth, LLC reported 17.39K HRB (shares), valued at $662.13K, or 0.01% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 25.61%; reported value increased 50.70%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.01% | 17,388 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.01% | 13,843 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 0.42% | 843,749 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 0.61% | 843,376 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 0.82% | 954,198 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 1.00% | 1,010,446 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.00% | 1,095,712 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 1.13% | 982,496 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.12% | 957,589 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.02% | 944,344 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 1.40% | 1,133,994 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 1.37% | 1,007,746 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.37% | 1,007,746 | $43.39M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 1.40% | 1,133,994 | $54.85M | Shares increased 12.53%; reported value increased 26.40%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 1.02% | 944,344 | $45.36M | Shares decreased 16.72%; reported value decreased 17.31%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 1.12% | 957,589 | $51.93M | Shares increased 1.40%; reported value increased 14.49%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.13% | 982,496 | $62.44M | Shares increased 2.60%; reported value increased 20.23%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.00% | 1,095,712 | $57.90M | Shares increased 11.52%; reported value decreased 7.27%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 1.00% | 1,010,446 | $55.48M | Shares decreased 7.78%; reported value decreased 4.17%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 0.82% | 954,198 | $52.62M | Shares decreased 5.57%; reported value decreased 5.15%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.61% | 843,376 | $42.66M | Shares decreased 11.61%; reported value decreased 18.94%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 0.42% | 843,749 | $36.77M | Shares increased 0.04%; reported value decreased 13.80%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.01% | 13,843 | $439.38K | Shares decreased 98.36%; reported value decreased 98.81%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 0.01% | 17,388 | $662.13K | Shares increased 25.61%; reported value increased 50.70%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.