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Disclosery

HOWE & RUSLING INC: EW position timeline

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

HOWE & RUSLING INC held 101,913 EW 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 101,913 shares
    Change vs previous 13F +686 shares

    0.53% of the 13F portfolio, value $9,219,081.

    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 101,227 shares
    Change vs previous 13F +15,364 shares

    0.53% of the 13F portfolio, value $8,106,225.

    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 85,863 shares
    Change vs previous 13F -45 shares

    0.48% of the 13F portfolio, value $7,319,785.

    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 85,908 shares
    Change vs previous 13F +968 shares

    0.46% of the 13F portfolio, value $6,681,066.

    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 84,940 shares
    Change vs previous 13F +3,026 shares

    0.49% of the 13F portfolio, value $6,643,127.

    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 81,914 shares
    Change vs previous 13F +4,351 shares

    0.5% of the 13F portfolio, value $5,937,127.

    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 77,563 shares
    Change vs previous 13F -14,055 shares

    0.49% of the 13F portfolio, value $5,741,989.

    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 91,618 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,045,872.

    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).