HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
HRB holding history
H&R Block Inc in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HRB overviewAll 13F holders of HRBFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,750
- Value
- $333.2K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,750 | $333.2K | <0.1% | −200−2.2% | Reduced | Holders |
| Q1 2026 | 8,950 | $284.1K | <0.1% | +7,800+678.3% | Added | Holders |
| Q4 2025 | 1,150 | $50.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,150 | $58.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,150 | $63.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,150 | $63.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,150 | $60.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,150 | $73.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,150 | $62.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,150 | $56.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,150 | $55.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,150 | $49.5K | <0.1% | +1,150 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,600−100.0% | Sold out | Holders |
| Q2 2022 | 1,600 | $57.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1,600 | $42.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,600 | $38.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 1,600 | $40.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 1,600 | $38.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 1,600 | $35.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.