H&R Block Inc

AE Wealth Management LLC HRB

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/26/2026

Shares

14,297

Value ($000)

623

Weight

0.0%

2020 Q2 - 2025 Q4 (20 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/26/2026	623	0.0%	14,297	12/31/2025
2025 Q3	11/3/2025	556	0.0%	10,987	9/30/2025
2025 Q2	8/6/2025	515	0.0%	9,387	6/30/2025
2025 Q1	5/6/2025	517	0.0%	9,413	3/31/2025
2024 Q4	2/13/2025	531	0.0%	10,048	12/31/2024
2024 Q3	11/14/2024	651	0.0%	10,245	9/30/2024
2024 Q2	8/12/2024	627	0.0%	11,557	6/30/2024
2024 Q1	5/15/2024	598	0.0%	12,180	3/31/2024
2023 Q4	2/14/2024	797	0.0%	16,703	12/31/2023
2023 Q3	10/11/2023	894	0.0%	20,760	9/30/2023
2023 Q2	7/10/2023	470	0.0%	14,735	6/30/2023
2023 Q1	4/14/2023	579	0.0%	16,436	3/31/2023
2022 Q4	1/31/2023	788	0.0%	21,584	12/31/2022
2022 Q3	10/25/2022	726	0.0%	17,075	9/30/2022
2022 Q2	8/3/2022	745	0.0%	21,100	6/30/2022
2022 Q1	4/18/2022	511	0.0%	19,622	3/31/2022
2021 Q4	1/20/2022	735	0.0%	31,202	12/31/2021
2021 Q3	11/1/2021	424	0.0%	16,942	9/30/2021
2021 Q2	7/21/2021	341	0.0%	14,543	6/30/2021
2020 Q2	8/5/2020	646	0.0%	45,236	6/30/2020