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Disclosery

Round Hill Asset Management: HRB position timeline

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

Round Hill Asset Management held 106,396 HRB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,396 shares
    Change vs previous 13F +39,495 shares

    2.54% of the 13F portfolio, value $4,051,560.

    13F-HR 0001696438-26-000006 filed by Round Hill Asset Management
    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 66,901 shares
    Change vs previous 13F +12,295 shares

    1.39% of the 13F portfolio, value $2,123,438.

    13F-HR 0001696438-26-000005 filed by Round Hill Asset Management
    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 54,606 shares
    Change vs previous 13F -900 shares

    1.5% of the 13F portfolio, value $2,379,729.

    13F-HR 0001696438-26-000001 filed by Round Hill Asset Management
    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 55,506 shares
    Change vs previous 13F -225 shares

    1.85% of the 13F portfolio, value $2,806,938.

    13F-HR 0001696438-25-000007 filed by Round Hill Asset Management
    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 55,731 shares
    Change vs previous 13F -474 shares

    2.07% of the 13F portfolio, value $3,059,075.

    13F-HR 0001696438-25-000006 filed by Round Hill Asset Management
    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 56,205 shares
    Change vs previous 13F -2,885 shares

    2.22% of the 13F portfolio, value $3,086,217.

    13F-HR 0001696438-25-000003 filed by Round Hill Asset Management
    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 59,090 shares
    Change vs previous 13F -1,363 shares

    2.2% of the 13F portfolio, value $3,122,316.

    13F-HR 0001696438-25-000002 filed by Round Hill Asset Management
    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 60,453 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $3,841,788.

    13F-HR 0001696438-24-000004 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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