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H&R Block shares owned by CI Private Wealth

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 168k 50.57
2025-06-30 $9.1M 166k 55.00
2025-03-31 $9.1M 167k 54.91
2024-12-31 $8.4M 158k 52.84
2024-09-30 $10M 162k 63.55
2024-06-30 $13M 247k 54.23
2024-03-31 $7.6M 156k 49.11
2023-12-31 $7.5M 156k 48.37
2023-09-30 $6.7M 155k 43.06
2023-06-30 $4.9M 155k 31.87
2023-03-31 $5.0M 141k 35.25
2022-12-31 $5.1M 140k 36.51