Wealth Quarterback LLC

SEC CIK: 0001803386
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

HRB holding history

H&R Block Inc in every 13F filed by Wealth Quarterback LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRB overview All 13F holders of HRB Full Q2 2026 holdings

Shares (Q3 2021): 227
Value: $6.00K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2021

Holdings of HRB by Wealth Quarterback LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	–	–	–	–	Not filed	Holders
Q3 2021	227	$6.00K	<0.1%	+3+1.3%	Added	Holders
Q2 2021	224	$6.00K	<0.1%	–	No prior filing	Holders