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Disclosery

Applied Finance Capital Management, LLC: HRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on HRB, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 6,350 HRB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,350 shares
    Change vs previous 13F +6,350 shares

    0.02% of the 13F portfolio, value $241,808.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,380 shares

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F/A 3,380 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,799.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).