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Disclosery

SummitTX Capital, L.P.: HRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SummitTX Capital, L.P. on HRB, newest first. How the timeline and the estimate are built.

SummitTX Capital, L.P. held 92,998 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 92,998 shares
    Change vs previous 13F +18,554 shares

    0.09% of the 13F portfolio, value $3,541,364.

    13F-HR 0002052310-26-000002 filed by SummitTX Capital, L.P.
    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 74,444 shares
    Change vs previous 13F +10,235 shares

    0.08% of the 13F portfolio, value $2,362,853.

    13F-HR 0000905148-26-002402 filed by SummitTX Capital, L.P.
    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 64,209 shares
    Change vs previous 13F +28,121 shares

    0.08% of the 13F portfolio, value $2,798,228.

    13F-HR 0000905148-26-000842 filed by SummitTX Capital, L.P.
    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 36,088 shares
    Change vs previous 13F +21,146 shares

    0.08% of the 13F portfolio, value $1,824,970.

    13F-HR 0000905148-25-004050 filed by SummitTX Capital, L.P.
    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 14,942 shares
    Change vs previous 13F -4,942 shares

    0.04% of the 13F portfolio, value $820,166.

    13F-HR 0000905148-25-002950 filed by SummitTX Capital, L.P.
    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 19,884 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,091,830.

    13F-HR 0000905148-25-001746 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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