Westshore Wealth, LLC
- SEC CIK
- 0001806366
- Latest filing
- Aug 10, 2026
HRB holding history
H&R Block Inc in every 13F filed by Westshore 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −4,060−100.0% | Sold out | Holders |
| Q3 2025 | 4,060 | $205.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 4,060 | $222.9K | 0.1% | −26−0.6% | Reduced | Holders |
| Q1 2025 | 4,086 | $224.4K | 0.1% | −88−2.1% | Reduced | Holders |
| Q4 2024 | 4,174 | $220.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4,174 | $265.3K | 0.1% | −146−3.4% | Reduced | Holders |
| Q2 2024 | 4,320 | $234.3K | 0.1% | −83−1.9% | Reduced | Holders |
| Q1 2024 | 4,403 | $216.2K | 0.1% | −98−2.2% | Reduced | Holders |
| Q4 2023 | 4,501 | $217.7K | 0.1% | +4,501 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −4,730−100.0% | Sold out | Holders |
| Q3 2022 | 4,730 | $201.0K | 0.1% | +4,730 | New | Holders |