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Disclosery

Bridgewater Associates, LP: HRB position timeline

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

Bridgewater Associates, LP held 8,759 HRB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,759 shares
    Change vs previous 13F -37,770 shares

    <0.01% of the 13F portfolio, value $333,543.

    13F-HR 0001350694-26-000003 filed by Bridgewater Associates, LP
    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 46,529 shares
    Change vs previous 13F -409,126 shares

    0.01% of the 13F portfolio, value $1,476,830.

    13F-HR 0001350694-26-000002 filed by Bridgewater Associates, LP
    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 455,655 shares
    Change vs previous 13F -150,607 shares

    0.07% of the 13F portfolio, value $19,857,445.

    13F-HR 0001350694-26-000001 filed by Bridgewater Associates, LP
    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 606,262 shares
    Change vs previous 13F -26,556 shares

    0.12% of the 13F portfolio, value $30,658,669.

    13F-HR 0001172661-25-004777 filed by Bridgewater Associates, LP
    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 632,818 shares
    Change vs previous 13F +108,375 shares

    0.14% of the 13F portfolio, value $34,735,380.

    13F-HR 0001172661-25-003151 filed by Bridgewater Associates, LP
    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 524,443 shares
    Change vs previous 13F +83,967 shares

    0.13% of the 13F portfolio, value $28,797,165.

    13F-HR 0001172661-25-001828 filed by Bridgewater Associates, LP
    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 440,476 shares
    Change vs previous 13F +130,812 shares

    0.11% of the 13F portfolio, value $23,274,752.

    13F-HR 0001172661-25-000823 filed by Bridgewater Associates, LP
    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 309,664 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $19,679,147.

    13F-HR 0001172661-24-004671 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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