HOWE & RUSLING INC: INTU position timeline

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

HOWE & RUSLING INC held 1,352 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 1,352 shares
Change vs previous 13F -27,767 shares
0.02% of the 13F portfolio, value $352,752.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 29,119 shares
Change vs previous 13F +629 shares
0.82% of the 13F portfolio, value $12,590,401.
13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 28,490 shares
Change vs previous 13F +4,879 shares
1.25% of the 13F portfolio, value $18,872,545.
13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 23,611 shares
Change vs previous 13F +3,018 shares
1.11% of the 13F portfolio, value $16,124,486.
13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 20,593 shares
Change vs previous 13F -392 shares
1.2% of the 13F portfolio, value $16,219,495.
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 20,985 shares
Change vs previous 13F +10,118 shares
1.08% of the 13F portfolio, value $12,884,368.
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed 2025-06-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,867 shares
Change vs previous 13F +10 shares
0.59% of the 13F portfolio, value $6,829,639.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,857 shares
Change vs previous 13F not available
0.58% of the 13F portfolio, value $6,741,908.
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).