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Disclosery

ALPS ADVISORS INC: HRB position timeline

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

ALPS ADVISORS INC held 360,246 HRB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,246 shares
    Change vs previous 13F -9,371 shares

    0.06% of the 13F portfolio, value $13,718,168.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    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 369,617 shares
    Change vs previous 13F -19,061 shares

    0.06% of the 13F portfolio, value $11,731,644.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    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 388,678 shares
    Change vs previous 13F -22,772 shares

    0.1% of the 13F portfolio, value $16,938,587.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    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 411,450 shares
    Change vs previous 13F +101,025 shares

    0.12% of the 13F portfolio, value $20,807,027.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    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 310,425 shares
    Change vs previous 13F -2,887 shares

    0.1% of the 13F portfolio, value $17,039,229.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    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 313,312 shares
    Change vs previous 13F +14,518 shares

    0.1% of the 13F portfolio, value $17,203,962.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS INC
    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 298,794 shares
    Change vs previous 13F +42,054 shares

    0.1% of the 13F portfolio, value $15,788,275.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS INC
    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 256,740 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $16,315,827.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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