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CoreCap Advisors, LLC

SEC CIK
0001902501
Latest filing
Jul 6, 2026

HRB holding history

H&R Block Inc in every 13F filed by CoreCap Advisors, 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)
36
Value
$1.37K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of HRB by CoreCap Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636$1.37K<0.1%−160−81.6%ReducedHolders
Q1 2026196$6.22K<0.1%+191+3,820.0%AddedHolders
Q4 20255$218<0.1%00.0%UnchangedHolders
Q3 20255$253<0.1%+5NewHolders
Q2 20250$00.0%−143−100.0%Sold outHolders
Q1 2025143$7.85K<0.1%+139+3,475.0%AddedHolders
Q4 20244$211<0.1%00.0%UnchangedHolders
Q3 20244$254<0.1%+4NewHolders
Q2 20240$00.0%−403−100.0%Sold outHolders
Q1 2024403$19.8K<0.1%+403NewHolders
Q1 2023––––Not filedHolders
Q4 20221,686$61.6K<0.1%+1,686NewHolders
Q3 20220$00.0%−1,321−100.0%Sold outHolders
Q2 20221,321$47.0K<0.1%+1,321NewHolders
Q1 20220$00.0%−1,880−100.0%Sold outHolders
Q4 20211,880$44.0K<0.1%–No prior filingHolders