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HOWE & RUSLING INC: IVV position timeline

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

HOWE & RUSLING INC held 85,966 IVV 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 85,966 shares
    Change vs previous 13F +5,908 shares

    3.73% of the 13F portfolio, value $64,379,323.

    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 80,058 shares
    Change vs previous 13F -1,087 shares

    3.41% of the 13F portfolio, value $52,294,400.

    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 81,145 shares
    Change vs previous 13F +2,690 shares

    3.68% of the 13F portfolio, value $55,579,323.

    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 78,455 shares
    Change vs previous 13F +2,567 shares

    3.6% of the 13F portfolio, value $52,510,059.

    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 75,888 shares
    Change vs previous 13F +11,862 shares

    3.48% of the 13F portfolio, value $47,118,858.

    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 64,026 shares
    Change vs previous 13F +4,473 shares

    3.03% of the 13F portfolio, value $35,976,187.

    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 59,553 shares
    Change vs previous 13F +847 shares

    3.02% of the 13F portfolio, value $35,057,627.

    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 58,706 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $33,862,886.

    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).