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Disclosery

CWC Advisors, LLC.: HRB position timeline

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

CWC Advisors, LLC. held 9,798 HRB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,798 shares
    Change vs previous 13F -490 shares

    0.17% of the 13F portfolio, value $373,099.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, LLC.
    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 10,288 shares
    Change vs previous 13F -173 shares

    0.16% of the 13F portfolio, value $326,526.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, LLC.
    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 10,461 shares
    Change vs previous 13F -213 shares

    0.22% of the 13F portfolio, value $455,906.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, LLC.
    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 10,674 shares
    Change vs previous 13F +64 shares

    0.26% of the 13F portfolio, value $539,796.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, LLC.
    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 10,610 shares
    Change vs previous 13F +251 shares

    0.3% of the 13F portfolio, value $582,389.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, LLC.
    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 10,359 shares
    Change vs previous 13F +2,507 shares

    0.32% of the 13F portfolio, value $568,813.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
    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 7,852 shares
    Change vs previous 13F -111 shares

    0.41% of the 13F portfolio, value $414,900.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, LLC.
    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 7,963 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $506,049.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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