HOWE & RUSLING INC: COST position timeline

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

HOWE & RUSLING INC held 9,728 COST 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 9,728 shares
Change vs previous 13F -76 shares
0.53% of the 13F portfolio, value $9,100,221.
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 9,804 shares
Change vs previous 13F +87 shares
0.64% of the 13F portfolio, value $9,768,722.
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 9,717 shares
Change vs previous 13F +854 shares
0.55% of the 13F portfolio, value $8,379,494.
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 8,863 shares
Change vs previous 13F -713 shares
0.56% of the 13F portfolio, value $8,204,135.
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 9,576 shares
Change vs previous 13F +295 shares
0.7% of the 13F portfolio, value $9,479,898.
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 9,281 shares
Change vs previous 13F -38 shares
0.74% of the 13F portfolio, value $8,777,925.
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).
period ended2024-12-31
13F 9,319 shares
Change vs previous 13F -59 shares
0.74% of the 13F portfolio, value $8,538,815.
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).
period ended2024-09-30
13F 9,378 shares
Change vs previous 13F not available
0.71% of the 13F portfolio, value $8,313,866.
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).