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Capital Advisors, Ltd. LLC

SEC CIK
0001597878
Latest filing
Jul 16, 2026

HRB holding history

H&R Block Inc in every 13F filed by Capital Advisors, Ltd. 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 Q2 2026 holdings

Shares (Q2 2026)
17
Value
$1.00K
% of portfolio
<0.1%
Quarters held
3
Since Q3 2022
Holdings of HRB by Capital Advisors, Ltd. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$1.00K<0.1%+17NewHolders
Q1 20260$00.0%−2−100.0%Sold outHolders
Q4 20252$00.0%+2NewHolders
Q4 20220$00.0%−9−100.0%Sold outHolders
Q3 20229$00.0%+9NewHolders