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Disclosery

HOWE & RUSLING INC: EFV position timeline

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

HOWE & RUSLING INC held 565 EFV 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 565 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $43,213.

    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 410 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $30,484.

    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 750 shares
    Change vs previous 13F -182 shares

    <0.01% of the 13F portfolio, value $53,577.

    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 932 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $63,236.

    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 932 shares
    Change vs previous 13F -3,241 shares

    <0.01% of the 13F portfolio, value $59,180.

    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 4,173 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $245,957.

    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 4,203 shares
    Change vs previous 13F +4,162 shares

    0.02% of the 13F portfolio, value $220,551.

    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 41 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,359.

    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).