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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

HRB holding history

H&R Block Inc in every 13F filed by BCS Wealth Management, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2023
Holdings of HRB by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−4,611−100.0%Sold outHolders
Q2 20244,611$250.0K0.1%00.0%UnchangedHolders
Q1 20244,611$226.0K0.1%00.0%UnchangedHolders
Q4 20234,611$223.0K0.1%+4,611NewHolders