HRB BLOCK H & R INC

Ownership history in NDVR, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which NDVR, Inc. 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.

Peak position
0.29% (2024 Q3)
Avg. % of fund
0.24%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,593 -231 -4.8% 0.19% $232K $49.41
2025 Q2 ADDED 4,824 +151 +3.2% 0.25% $265K $53.18
2025 Q1 REDUCED 4,673 -200 -4.1% 0.26% $257K $52.86
2024 Q4 ADDED 4,873 +358 +7.9% 0.25% $257K $50.52
2024 Q3 ADDED 4,515 +192 +4.4% 0.29% $287K $60.37
2024 Q2 REDUCED 4,323 -7 -0.2% 0.24% $234K $51.21
2024 Q1 INITIATED 4,330 0.20% $213K
% of Fund (quarterly)    HRB price (monthly, adj. close)
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