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HOWE & RUSLING INC: IUSG position timeline

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

HOWE & RUSLING INC held 339,855 IUSG 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 339,855 shares
    Change vs previous 13F +1,121 shares

    3.71% of the 13F portfolio, value $63,923,264.

    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 338,734 shares
    Change vs previous 13F +16,137 shares

    3.43% of the 13F portfolio, value $52,541,079.

    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 322,597 shares
    Change vs previous 13F +8,149 shares

    3.58% of the 13F portfolio, value $54,177,018.

    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 314,448 shares
    Change vs previous 13F -4,647 shares

    3.55% of the 13F portfolio, value $51,739,221.

    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 319,095 shares
    Change vs previous 13F +54,432 shares

    3.55% of the 13F portfolio, value $47,991,892.

    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 264,663 shares
    Change vs previous 13F +12,794 shares

    2.83% of the 13F portfolio, value $33,633,411.

    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 251,869 shares
    Change vs previous 13F +11,914 shares

    3.03% of the 13F portfolio, value $35,097,975.

    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 239,955 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $31,652,414.

    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).