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HOWE & RUSLING INC: ITOT position timeline

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

HOWE & RUSLING INC held 7,759 ITOT 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 7,759 shares
    Change vs previous 13F -607 shares

    0.07% of the 13F portfolio, value $1,274,571.

    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 8,366 shares
    Change vs previous 13F +1,815 shares

    0.08% of the 13F portfolio, value $1,191,570.

    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 6,551 shares
    Change vs previous 13F +358 shares

    0.06% of the 13F portfolio, value $974,069.

    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 6,193 shares
    Change vs previous 13F -940 shares

    0.06% of the 13F portfolio, value $902,011.

    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 7,133 shares
    Change vs previous 13F +249 shares

    0.07% of the 13F portfolio, value $963,194.

    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 6,884 shares
    Change vs previous 13F +305 shares

    0.07% of the 13F portfolio, value $839,917.

    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 6,579 shares
    Change vs previous 13F +1,765 shares

    0.07% of the 13F portfolio, value $846,191.

    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 4,814 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $604,735.

    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).