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HOWE & RUSLING INC: AEIS position timeline

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

HOWE & RUSLING INC held 614 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 614 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $228,943.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 707 shares
    Change vs previous 13F -969 shares

    0.01% of the 13F portfolio, value $228,156.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,676 shares
    Change vs previous 13F -493 shares

    0.02% of the 13F portfolio, value $350,905.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,169 shares
    Change vs previous 13F -273 shares

    0.03% of the 13F portfolio, value $369,034.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,442 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $323,565.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).