H&R Block shares owned by Center for Financial Planning
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in H&R Block
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Quarterly reported holdings in H&R Block by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $117k | 2.3k | 50.57 |
| 2025-06-30 | $126k | 2.3k | 54.89 |
| 2025-03-31 | $127k | 2.3k | 54.91 |
| 2024-12-31 | $122k | 2.3k | 52.84 |
| 2024-09-30 | $146k | 2.3k | 63.55 |
| 2024-06-30 | $125k | 2.3k | 54.23 |
| 2024-03-31 | $113k | 2.3k | 49.11 |
| 2023-12-31 | $111k | 2.3k | 48.37 |
| 2023-09-30 | $99k | 2.3k | 43.06 |
| 2023-06-30 | $73k | 2.3k | 31.87 |
| 2023-03-31 | $81k | 2.3k | 35.25 |
| 2022-12-31 | $84k | 2.3k | 36.51 |
| 2022-09-30 | $98k | 2.3k | 42.55 |
More positions owned by Center for Financial Planning
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