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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
2024-03-31 $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)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding H&R Block

Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Wellington Management Company
Robeco Investment Management
Dimensional Fund Advisors
AQR Capital Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Norges Bank Investment Management
LSV Asset Management
Pacer Advisors
D. E. Shaw & Co
Citadel Advisors
NewEdge Wealth

View all funds holding H&R Block