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H&R Block shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $47k 735 63.55
2024-06-30 $974k 18k 54.23
2024-03-31 $888k 18k 49.11
2022-12-31 $668k 18k 36.51

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

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