Koesten, Hirschmann & Crabtree, INC. HRB BLOCK H & R INC

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  12 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported BLOCK H & R INC (HRB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HRB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in BLOCK H & R INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HRB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koesten, Hirschmann & Crabtree, INC. held HRB — position size vs. price
% of Fund (quarterly)    HRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 20 0% 0.00% $1K 2025-11-05 $49.42
2025 Q2 UNCHANGED 20 0% 0.00% $1K 2025-08-15 $48.59
2025 Q1 UNCHANGED 20 0% 0.00% $1K 2025-04-23 $57.16
2024 Q4 UNCHANGED 20 0% 0.00% $1K 2025-02-14 $50.29
2024 Q3 UNCHANGED 20 0% 0.00% $1K 2024-11-04 $57.29
2024 Q2 UNCHANGED 20 0% 0.00% $983 2024-09-09 $59.71
2024 Q1 UNCHANGED 20 0% 0.00% $983 2024-05-22 $49.73
2023 Q4 UNCHANGED 20 0% 0.00% $968 2024-02-14 $44.06
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, INC. and HRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koesten, Hirschmann & Crabtree, INC. reported owning HRB?

Koesten, Hirschmann & Crabtree, INC. reported HRB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HRB position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for HRB was 0.00% in 2024 Q3.

What is the latest reported HRB position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this HRB ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly HRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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