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Disclosery

HOWE & RUSLING INC: DIS position timeline

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

HOWE & RUSLING INC held 72,376 DIS 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 72,376 shares
    Change vs previous 13F +25,596 shares

    0.4% of the 13F portfolio, value $6,966,207.

    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 46,780 shares
    Change vs previous 13F +1,179 shares

    0.29% of the 13F portfolio, value $4,508,622.

    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 45,601 shares
    Change vs previous 13F +235 shares

    0.34% of the 13F portfolio, value $5,187,982.

    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 45,366 shares
    Change vs previous 13F +1,051 shares

    0.36% of the 13F portfolio, value $5,194,355.

    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 44,315 shares
    Change vs previous 13F +1,170 shares

    0.41% of the 13F portfolio, value $5,495,517.

    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 43,145 shares
    Change vs previous 13F +449 shares

    0.36% of the 13F portfolio, value $4,258,433.

    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 42,696 shares
    Change vs previous 13F -1,933 shares

    0.41% of the 13F portfolio, value $4,754,216.

    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 44,629 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,292,878.

    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).