Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
HRB holding history
H&R Block Inc in every 13F filed by Optimist Retirement Group 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)
- 58,076
- Value
- $2.21M
- % of portfolio
- 0.9%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 58,076 | $2.21M | 0.9% | +268+0.5% | Added | Holders |
| Q1 2026 | 57,808 | $1.83M | 0.8% | +15,500+36.6% | Added | Holders |
| Q4 2025 | 42,308 | $1.84M | 0.8% | +543+1.3% | Added | Holders |
| Q3 2025 | 41,765 | $2.11M | 1.0% | +530+1.3% | Added | Holders |
| Q2 2025 | 41,235 | $2.26M | 1.1% | −3,027−6.8% | Reduced | Holders |
| Q1 2025 | 44,262 | $2.43M | 1.2% | +1,416+3.3% | Added | Holders |
| Q4 2024 | 42,846 | $2.26M | 1.1% | −236−0.5% | Reduced | Holders |
| Q3 2024 | 43,082 | $2.74M | 1.2% | −2,354−5.2% | Reduced | Holders |
| Q2 2024 | 45,436 | $2.46M | 1.3% | −4,593−9.2% | Reduced | Holders |
| Q1 2024 | 50,029 | $2.46M | 1.3% | −1,722−3.3% | Reduced | Holders |
| Q4 2023 | 51,751 | $2.50M | 1.6% | – | No prior filing | Holders |