Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in BLOCK H & R INC (HRB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 685 | -25 | -3.5% | 0.00% | $35K | $49.41 |
| 2025 Q1 | ADDED | 710 | +135 | +23.5% | 0.00% | $39K | $52.86 |
| 2024 Q4 | UNCHANGED | 575 | — | 0% | 0.00% | $30K | $50.52 |
| 2024 Q3 | UNCHANGED | 575 | — | 0% | 0.00% | $37K | $60.37 |
| 2024 Q2 | UNCHANGED | 575 | — | 0% | 0.00% | $28K | $51.21 |
| 2024 Q1 | INITIATED | 575 | — | — | 0.00% | $28K | — |
As of 2025 Q4 — sorted by position size