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Corient IA LLC

SEC CIK
0002058426
Latest filing
Aug 12, 2026

HRB holding history

H&R Block Inc in every 13F filed by Corient IA 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of HRB by Corient IA LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,540−100.0%Sold outHolders
Q1 20263,540$112.4K0.1%+3,540NewHolders
Q4 20250$00.0%−4,000−100.0%Sold outHolders
Q3 20254,000$202.3K0.2%00.0%UnchangedHolders
Q2 20254,000$219.6K0.1%00.0%UnchangedHolders
Q1 20254,000$219.6K0.2%–No prior filingHolders