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H&R Block shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 500 63.55
2024-06-30 $27k 500 54.23
2024-03-31 $25k 500 49.11
2023-12-31 $24k 500 48.37
2023-09-30 $22k 500 43.06
2023-06-30 $16k 500 31.87
2023-03-31 $18k 500 35.25

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding H&R Block

BlackRock
BlackRock
Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Geode Capital Management
Dimensional Fund Advisors
Pacer Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon

View all funds holding H&R Block