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HOWE & RUSLING INC: HDV position timeline

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

HOWE & RUSLING INC held 74,185 HDV 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 74,185 shares
    Change vs previous 13F +60,324 shares

    0.12% of the 13F portfolio, value $2,033,422.

    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 13,861 shares
    Change vs previous 13F +1,257 shares

    0.12% of the 13F portfolio, value $1,881,282.

    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 12,604 shares
    Change vs previous 13F +928 shares

    0.1% of the 13F portfolio, value $1,532,786.

    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 11,676 shares
    Change vs previous 13F -1,733 shares

    0.1% of the 13F portfolio, value $1,429,725.

    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 13,409 shares
    Change vs previous 13F +3,940 shares

    0.12% of the 13F portfolio, value $1,571,085.

    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 9,469 shares
    Change vs previous 13F +156 shares

    0.1% of the 13F portfolio, value $1,146,906.

    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 9,313 shares
    Change vs previous 13F -292 shares

    0.09% of the 13F portfolio, value $1,045,430.

    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 9,605 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,129,686.

    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).