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HOWE & RUSLING INC: CMS position timeline

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

HOWE & RUSLING INC held 116,029 CMS 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 116,029 shares
    Change vs previous 13F +1,430 shares

    0.51% of the 13F portfolio, value $8,876,250.

    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 114,599 shares
    Change vs previous 13F +541 shares

    0.58% of the 13F portfolio, value $8,890,608.

    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 114,058 shares
    Change vs previous 13F +315 shares

    0.53% of the 13F portfolio, value $7,976,098.

    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 113,743 shares
    Change vs previous 13F -785 shares

    0.57% of the 13F portfolio, value $8,332,824.

    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 114,528 shares
    Change vs previous 13F -10,056 shares

    0.59% of the 13F portfolio, value $7,934,495.

    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 124,584 shares
    Change vs previous 13F -1,444 shares

    0.79% of the 13F portfolio, value $9,357,474.

    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).

  7. period ended2024-12-31
    13F 126,028 shares
    Change vs previous 13F -2,495 shares

    0.72% of the 13F portfolio, value $8,399,742.

    13F-HR 0001398344-25-002485 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).

  8. period ended2024-09-30
    13F 128,523 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $9,077,566.

    13F-HR 0001398344-24-020389 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).