Skip to main content

Level Four Advisory Services, LLC

SEC CIK
0001696715
Latest filing
Aug 10, 2026

HRB holding history

H&R Block Inc in every 13F filed by Level Four Advisory Services, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of HRB by Level Four Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,955−100.0%Sold outHolders
Q4 20254,955$215.9K<0.1%−10.0%ReducedHolders
Q3 20254,956$250.6K<0.1%+3+0.1%AddedHolders
Q2 20254,953$271.9K<0.1%−8−0.2%ReducedHolders
Q1 20254,961$272.4K<0.1%00.0%UnchangedHolders
Q4 20244,961$262.1K<0.1%+9+0.2%AddedHolders
Q3 20244,952$295.8K<0.1%−20.0%ReducedHolders
Q2 20244,954$268.7K<0.1%+27+0.5%AddedHolders
Q1 20244,927$238.3K<0.1%00.0%UnchangedHolders
Q4 20234,927$238.3K<0.1%−176−3.4%ReducedHolders
Q3 20235,103$219.7K<0.1%+5,103NewHolders
Q2 20230$00.0%−7,127−100.0%Sold outHolders
Q1 20237,127$251.2K<0.1%+7,127NewHolders
Q4 20220$00.0%−4,927−100.0%Sold outHolders
Q3 20224,927$210.0K<0.1%+4,927NewHolders
Q1 20220$00.0%−8,884−100.0%Sold outHolders
Q4 20218,884$209.0K<0.1%00.0%UnchangedHolders
Q3 20218,884$222.0K<0.1%+8,884NewHolders
Q2 20210$00.0%−10,306−100.0%Sold outHolders
Q1 202110,306$225.0K<0.1%––Holders

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