H&R Block shares owned by Creative Planning
Historical chart of Creative Planning investment in H&R Block
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All positions including H&R Block held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in H&R Block by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 91k | 50.60 |
| 2025-06-30 | $4.5M | 82k | 55.11 |
| 2025-03-31 | $4.5M | 82k | 54.91 |
| 2024-12-31 | $3.8M | 71k | 52.84 |
| 2024-09-30 | $5.5M | 86k | 63.55 |
| 2024-06-30 | $2.5M | 46k | 54.20 |
| 2024-03-31 | $2.4M | 49k | 49.10 |
| 2023-12-31 | $2.1M | 43k | 48.36 |
| 2023-09-30 | $1.8M | 42k | 43.06 |
| 2023-06-30 | $2.5M | 77k | 31.87 |
| 2023-03-31 | $1.3M | 36k | 35.25 |
| 2022-12-31 | $1.2M | 34k | 36.51 |
| 2022-09-30 | $1.5M | 36k | 42.55 |
| 2022-06-30 | $1.2M | 34k | 35.31 |
| 2022-03-31 | $832k | 32k | 26.03 |
| 2021-12-31 | $723k | 31k | 23.55 |
| 2021-09-30 | $642k | 26k | 24.98 |
| 2021-06-30 | $547k | 23k | 23.49 |
| 2021-03-31 | $798k | 37k | 21.79 |
| 2020-12-31 | $755k | 48k | 15.86 |
| 2020-09-30 | $412k | 25k | 16.29 |
| 2020-06-30 | $227k | 16k | 14.28 |
| 2020-03-31 | $210k | 15k | 14.06 |
| 2019-12-31 | $595k | 25k | 23.46 |
| 2019-09-30 | $261k | 11k | 23.62 |
| 2019-06-30 | $318k | 11k | 29.29 |
| 2018-12-31 | $214k | 8.4k | 25.34 |
| 2017-06-30 | $149k | 4.8k | 31.01 |
| 2017-03-31 | $148k | 6.4k | 23.27 |
| 2016-12-31 | $195k | 8.5k | 22.98 |
| 2016-09-30 | $191k | 8.2k | 23.19 |
| 2016-06-30 | $105k | 4.6k | 22.93 |
| 2016-03-31 | $76k | 2.9k | 26.45 |
| 2015-12-31 | $73k | 2.2k | 33.29 |
| 2015-09-30 | $61k | 1.7k | 36.09 |
| 2015-03-31 | $55k | 1.7k | 32.03 |
| 2014-12-31 | $70k | 2.1k | 33.48 |
| 2014-09-30 | $257k | 8.3k | 30.96 |
| 2014-06-30 | $121k | 3.6k | 33.43 |
| 2014-03-31 | $67k | 2.2k | 30.02 |
| 2013-12-31 | $65k | 2.2k | 29.16 |
| 2013-09-30 | $54k | 2.0k | 26.85 |
| 2013-06-30 | $115k | 4.2k | 27.68 |
| 2012-12-31 | $54k | 2.9k | 18.72 |
| 2012-09-30 | $142k | 8.2k | 17.36 |
| 2012-06-30 | $38k | 2.4k | 15.81 |
| 2011-12-31 | $36k | 2.2k | 16.19 |