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Sovereign's Capital Management, LLC: HRB position timeline

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

Sovereign's Capital Management, LLC held 21,239 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 21,239 shares
    Change vs previous 13F -469 shares

    0.54% of the 13F portfolio, value $808,781.

    13F-HR 0001172661-26-003636 filed by Sovereign's 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 ended2026-03-31
    13F 21,708 shares
    Change vs previous 13F -1,608 shares

    0.51% of the 13F portfolio, value $689,012.

    13F-HR 0001172661-26-002209 filed by Sovereign's Capital Management, 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 23,316 shares
    Change vs previous 13F -2,747 shares

    0.62% of the 13F portfolio, value $1,016,111.

    13F-HR 0001172661-26-000832 filed by Sovereign's Capital Management, 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 26,063 shares
    Change vs previous 13F +200 shares

    0.72% of the 13F portfolio, value $1,318,006.

    13F-HR 0001172661-25-004850 filed by Sovereign's Capital Management, 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 25,863 shares
    Change vs previous 13F +4,160 shares

    0.76% of the 13F portfolio, value $1,419,620.

    13F-HR 0001172661-25-003254 filed by Sovereign's Capital Management, 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 21,703 shares
    Change vs previous 13F +5,777 shares

    0.71% of the 13F portfolio, value $1,191,712.

    13F-HR 0001172661-25-002095 filed by Sovereign's Capital Management, 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 15,926 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $841,530.

    13F-HR 0001172661-25-000889 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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