Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
HRB holding history
H&R Block Inc in every 13F filed by Moran Wealth Management, 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −309,526−100.0% | Sold out | Holders |
| Q2 2025 | 309,526 | $17.0M | 0.5% | −871−0.3% | Reduced | Holders |
| Q1 2025 | 310,397 | $17.0M | 0.6% | −2,616−0.8% | Reduced | Holders |
| Q4 2024 | 313,013 | $16.5M | 0.5% | −931−0.3% | Reduced | Holders |
| Q3 2024 | 313,944 | $20.0M | 0.6% | −5,770−1.8% | Reduced | Holders |
| Q2 2024 | 319,714 | $17.3M | 0.6% | +319,714 | New | Holders |