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Disclosery

Arax Advisory Partners: HRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on HRB, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 18,184 HRB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,184 shares
    Change vs previous 13F +17,724 shares

    <0.01% of the 13F portfolio, value $692,448.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 460 shares
    Change vs previous 13F -1,282 shares

    <0.01% of the 13F portfolio, value $16,627.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,742 shares
    Change vs previous 13F -7,874 shares

    <0.01% of the 13F portfolio, value $75,917.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,616 shares
    Change vs previous 13F +7,079 shares

    0.01% of the 13F portfolio, value $486,281.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,537 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $139,531.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,584 shares
    Change vs previous 13F -171 shares

    0.01% of the 13F portfolio, value $141,888.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,755 shares
    Change vs previous 13F +1,455 shares

    0.01% of the 13F portfolio, value $145,575.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $82,615.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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