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HOWE & RUSLING INC: IQLT position timeline

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

HOWE & RUSLING INC held 109,205 IQLT 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 109,205 shares
    Change vs previous 13F +18,628 shares

    0.31% of the 13F portfolio, value $5,411,090.

    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 90,577 shares
    Change vs previous 13F +11,416 shares

    0.27% of the 13F portfolio, value $4,187,353.

    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 79,161 shares
    Change vs previous 13F +5,257 shares

    0.24% of the 13F portfolio, value $3,597,846.

    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 73,904 shares
    Change vs previous 13F +20,720 shares

    0.22% of the 13F portfolio, value $3,265,825.

    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 53,184 shares
    Change vs previous 13F +1,734 shares

    0.17% of the 13F portfolio, value $2,298,620.

    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 51,450 shares
    Change vs previous 13F -19,928 shares

    0.17% of the 13F portfolio, value $2,042,032.

    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 71,378 shares
    Change vs previous 13F -10,319 shares

    0.23% of the 13F portfolio, value $2,649,534.

    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 81,697 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,389,619.

    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).