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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

HRB holding history

H&R Block Inc in every 13F filed by Lowe Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
406
Value
$20.5K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of HRB by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025406$20.5K<0.1%00.0%UnchangedHolders
Q2 2025406$22.3K<0.1%00.0%UnchangedHolders
Q1 2025406$22.3K<0.1%00.0%UnchangedHolders
Q4 2024406$21.5K<0.1%00.0%UnchangedHolders
Q3 2024406$25.8K<0.1%00.0%UnchangedHolders
Q2 2024406$22.0K<0.1%00.0%UnchangedHolders
Q1 2024406$19.9K<0.1%00.0%UnchangedHolders
Q4 2023406$19.6K<0.1%00.0%UnchangedHolders
Q3 2023406$17.5K<0.1%00.0%UnchangedHolders
Q2 2023406$12.9K<0.1%00.0%UnchangedHolders
Q1 2023406$14.3K<0.1%00.0%UnchangedHolders
Q4 2022406$14.8K<0.1%00.0%UnchangedHolders
Q3 2022406$17.0K<0.1%00.0%UnchangedHolders
Q2 2022406$14.0K<0.1%00.0%UnchangedHolders
Q1 2022406$11.0K<0.1%00.0%UnchangedHolders
Q4 2021406$10.0K<0.1%00.0%UnchangedHolders
Q3 2021406$10.0K<0.1%00.0%UnchangedHolders
Q2 2021406$10.0K<0.1%00.0%UnchangedHolders
Q1 2021406$9.00K<0.1%––Holders

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