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HOWE & RUSLING INC: CASY position timeline

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

HOWE & RUSLING INC held 15,473 CASY 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 15,473 shares
    Change vs previous 13F -5,601 shares

    0.71% of the 13F portfolio, value $12,297,541.

    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 21,074 shares
    Change vs previous 13F +499 shares

    1% of the 13F portfolio, value $15,338,623.

    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 20,575 shares
    Change vs previous 13F +434 shares

    0.75% of the 13F portfolio, value $11,372,260.

    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 20,141 shares
    Change vs previous 13F +363 shares

    0.78% of the 13F portfolio, value $11,386,270.

    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 19,778 shares
    Change vs previous 13F +963 shares

    0.75% of the 13F portfolio, value $10,092,210.

    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).

  6. period ended2025-03-31
    13F 18,815 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $8,166,495.

    13F-HR 0001398344-25-011899 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).