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HOWE & RUSLING INC: DOL position timeline

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

HOWE & RUSLING INC held 19,105 DOL 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 19,105 shares
    Change vs previous 13F +830 shares

    0.08% of the 13F portfolio, value $1,420,760.

    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 18,275 shares
    Change vs previous 13F +3,046 shares

    0.08% of the 13F portfolio, value $1,242,437.

    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 15,229 shares
    Change vs previous 13F +127 shares

    0.07% of the 13F portfolio, value $1,002,817.

    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 15,102 shares
    Change vs previous 13F +1,621 shares

    0.06% of the 13F portfolio, value $940,176.

    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 13,481 shares
    Change vs previous 13F +704 shares

    0.06% of the 13F portfolio, value $803,007.

    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 12,777 shares
    Change vs previous 13F +392 shares

    0.06% of the 13F portfolio, value $703,621.

    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 12,385 shares
    Change vs previous 13F -32 shares

    0.05% of the 13F portfolio, value $612,301.

    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 12,417 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $670,120.

    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).