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Disclosery

HOWE & RUSLING INC: CXT position timeline

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

HOWE & RUSLING INC held 8,770 CXT 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 8,770 shares
    Change vs previous 13F +706 shares

    0.03% of the 13F portfolio, value $448,674.

    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 8,064 shares
    Change vs previous 13F +1,361 shares

    0.02% of the 13F portfolio, value $327,318.

    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 6,703 shares
    Change vs previous 13F +1,346 shares

    0.02% of the 13F portfolio, value $315,511.

    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 5,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $359,294.

    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).