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Disclosery

Vident Advisory, LLC: HRB position timeline

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

Vident Advisory, LLC held 36,538 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 36,538 shares
    Change vs previous 13F -7,838 shares

    0.01% of the 13F portfolio, value $1,391,367.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 44,376 shares
    Change vs previous 13F +9,779 shares

    0.01% of the 13F portfolio, value $1,408,494.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 34,597 shares
    Change vs previous 13F +2,081 shares

    0.01% of the 13F portfolio, value $1,507,755.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 32,516 shares
    Change vs previous 13F +9,179 shares

    0.02% of the 13F portfolio, value $1,644,350.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 23,337 shares
    Change vs previous 13F +3,198 shares

    0.01% of the 13F portfolio, value $1,280,986.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 20,139 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $1,105,847.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 20,094 shares
    Change vs previous 13F +14,819 shares

    0.02% of the 13F portfolio, value $1,061,775.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 5,275 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,239.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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