Bartlett & Co. LLC
- SEC CIK
- 0001550075
- Latest filing
- Jan 8, 2024
HRB holding history
H&R Block Inc in every 13F filed by Bartlett & Co. LLC, 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 Q4 2023 holdings
- Shares (Q4 2023)
- 10,000
- Value
- $493.0K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 10,000 | $493.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 10,000 | $434.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 10,000 | $322.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,000 | $355.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 10,000 | $368.0K | <0.1% | −3,200−24.2% | Reduced | Holders |
| Q3 2022 | 13,200 | $565.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 13,200 | $470.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 13,200 | $346.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 13,200 | $314.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 13,200 | $330.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 13,200 | $310.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 13,200 | $288.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.