NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

HRB holding history

H&R Block Inc in every 13F filed by NewEdge Wealth, 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 (Q2 2026): 17,388
Value: $662.1K
% of portfolio: <0.1%
Quarters held: 21; Since Q2 2021

Holdings of HRB by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,388	$662.1K	<0.1%	+3,545+25.6%	Added	Holders
Q1 2026	13,843	$439.4K	<0.1%	−829,906−98.4%	Reduced	Holders
Q4 2025	843,749	$36.8M	0.4%	+3730.0%	Added	Holders
Q3 2025	843,376	$42.7M	0.6%	−110,822−11.6%	Reduced	Holders
Q2 2025	954,198	$52.6M	0.8%	−56,248−5.6%	Reduced	Holders
Q1 2025	1,010,446	$55.5M	1.0%	−85,266−7.8%	Reduced	Holders
Q4 2024	1,095,712	$57.9M	1.0%	+113,216+11.5%	Added	Holders
Q3 2024	982,496	$62.4M	1.1%	+24,907+2.6%	Added	Holders
Q2 2024	957,589	$51.9M	1.1%	+13,245+1.4%	Added	Holders
Q1 2024	944,344	$45.4M	1.0%	−189,650−16.7%	Reduced	Holders
Q4 2023	1,133,994	$54.9M	1.4%	+126,248+12.5%	Added	Holders
Q3 2023	1,007,746	$43.4M	1.4%	+188,023+22.9%	Added	Holders
Q2 2023	819,723	$26.1M	0.9%	+43,380+5.6%	Added	Holders
Q1 2023	776,343	$27.4M	1.0%	+60,519+8.5%	Added	Holders
Q4 2022	715,824	$26.1M	1.1%	+40,182+5.9%	Added	Holders
Q3 2022	675,642	$28.7M	1.4%	+65,293+10.7%	Added	Holders
Q2 2022	610,349	$21.6M	1.0%	+25,790+4.4%	Added	Holders
Q1 2022	584,559	$15.2M	0.7%	+98,976+20.4%	Added	Holders
Q4 2021	485,583	$11.4M	0.5%	+110,338+29.4%	Added	Holders
Q3 2021	375,245	$9.38M	0.6%	+122,490+48.5%	Added	Holders
Q2 2021	252,755	$5.93M	0.5%	+252,755	New	Holders