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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

HRB holding history

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

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2021
Holdings of HRB by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−5,364−100.0%Sold outHolders
Q4 20225,364$195.8K<0.1%−4,158−43.7%ReducedHolders
Q3 20229,522$405.0K0.1%−2,680−22.0%ReducedHolders
Q2 202212,202$431.0K0.1%+552+4.7%AddedHolders
Q1 202211,650$303.0K0.1%+1,401+13.7%AddedHolders
Q4 202110,249$241.0K0.1%−1,205−10.5%ReducedHolders
Q3 202111,454$286.0K0.1%+11,454NewHolders