H&R Block shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in H&R Block by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 42k | 50.57 |
| 2025-06-30 | $2.3M | 41k | 54.89 |
| 2025-03-31 | $2.4M | 44k | 54.91 |
| 2024-12-31 | $2.3M | 43k | 52.84 |
| 2024-09-30 | $2.7M | 43k | 63.55 |
| 2024-06-30 | $2.5M | 45k | 54.23 |
| 2024-03-31 | $2.5M | 50k | 49.11 |
| 2023-12-31 | $2.5M | 52k | 48.37 |