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Darwin Advisors, LLC

SEC CIK
0001663224
Latest filing
Jul 21, 2026

HRB holding history

H&R Block Inc in every 13F filed by Darwin 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 Q2 2026 holdings

Shares (Q2 2026)
94
Value
$3.60K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of HRB by Darwin Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694$3.60K<0.1%+2+2.2%AddedHolders
Q1 202692$2.92K<0.1%+1+1.1%AddedHolders
Q4 202591$3.97K<0.1%+1+1.1%AddedHolders
Q3 202590$4.57K<0.1%+1+1.1%AddedHolders
Q2 202589$4.93K<0.1%−450−83.5%ReducedHolders
Q1 2025539$28.5K<0.1%00.0%UnchangedHolders
Q4 2024539$28.5K<0.1%00.0%UnchangedHolders
Q3 2024539$34.3K<0.1%+539NewHolders