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Disclosery

HOWE & RUSLING INC: IWP position timeline

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

HOWE & RUSLING INC held 767 IWP 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 767 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $112,297.

    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 748 shares
    Change vs previous 13F -1,578 shares

    0.01% of the 13F portfolio, value $95,834.

    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 2,326 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $318,523.

    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 2,326 shares
    Change vs previous 13F -313 shares

    0.02% of the 13F portfolio, value $331,246.

    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 2,639 shares
    Change vs previous 13F +521 shares

    0.03% of the 13F portfolio, value $365,977.

    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 2,118 shares
    Change vs previous 13F +1,578 shares

    0.02% of the 13F portfolio, value $248,844.

    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 540 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $68,445.

    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 472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,361.

    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).