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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HRB holding history

H&R Block Inc in every 13F filed by Creative Planning, 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)
257,760
Value
$9.82M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HRB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026257,760$9.82M<0.1%+130,199+102.1%AddedHolders
Q1 2026127,561$4.05M<0.1%+30,364+31.2%AddedHolders
Q4 202597,197$4.24M<0.1%+5,780+6.3%AddedHolders
Q3 202591,417$4.62M<0.1%+9,616+11.8%AddedHolders
Q2 202581,801$4.49M<0.1%−42−0.1%ReducedHolders
Q1 202581,843$4.49M<0.1%+10,584+14.9%AddedHolders
Q4 202471,259$3.77M<0.1%−14,916−17.3%ReducedHolders
Q3 202486,175$5.48M<0.1%+39,990+86.6%AddedHolders
Q2 202446,185$2.50M<0.1%−2,346−4.8%ReducedHolders
Q1 202448,531$2.38M<0.1%+5,321+12.3%AddedHolders
Q4 202343,210$2.09M<0.1%+1,678+4.0%AddedHolders
Q3 202341,532$1.79M<0.1%−35,694−46.2%ReducedHolders
Q2 202377,226$2.46M<0.1%+41,148+114.1%AddedHolders
Q1 202336,078$1.27M<0.1%+2,095+6.2%AddedHolders
Q4 202233,983$1.24M<0.1%−2,141−5.9%ReducedHolders
Q3 202236,124$1.54M<0.1%+1,714+5.0%AddedHolders
Q2 202234,410$1.22M<0.1%+2,451+7.7%AddedHolders
Q1 202231,959$832.0K<0.1%+1,252+4.1%AddedHolders
Q4 202130,707$723.0K<0.1%+5,009+19.5%AddedHolders
Q3 202125,698$642.0K<0.1%+2,407+10.3%AddedHolders
Q2 202123,291$547.0K<0.1%−13,336−36.4%ReducedHolders
Q1 202136,627$798.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.