Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

HRB holding history

H&R Block Inc in every 13F filed by Simplicity 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): 11,731
Value: $446.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of HRB by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,731	$446.7K	<0.1%	+11,731	New	Holders
Q3 2024	0	$0	0.0%	−4,319−100.0%	Sold out	Holders
Q2 2024	4,319	$234.2K	<0.1%	−1,510−25.9%	Reduced	Holders
Q1 2024	5,829	$286.3K	<0.1%	+5,829	New	Holders