HOWE & RUSLING INC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on ADI, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 2,252 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 2,252 shares
Change vs previous 13F +940 shares
0.05% of the 13F portfolio, value $894,543.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,312 shares
Change vs previous 13F -6 shares
0.03% of the 13F portfolio, value $417,518.
13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,318 shares
Change vs previous 13F +337 shares
0.02% of the 13F portfolio, value $357,539.
13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 981 shares
Change vs previous 13F -4 shares
0.02% of the 13F portfolio, value $240,911.
13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 985 shares
Change vs previous 13F +985 shares
0.02% of the 13F portfolio, value $234,450.
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -1,061 shares
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed 2025-06-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 1,061 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $225,421.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).