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Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

HRB holding history

H&R Block Inc in every 13F filed by Inlet Private Wealth, 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)
113,852
Value
$4.34M
% of portfolio
1.1%
Quarters held
2
Since Q1 2026
Holdings of HRB by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026113,852$4.34M1.1%+11,100+10.8%AddedHolders
Q1 2026102,752$3.26M0.8%+102,752NewHolders