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HOWE & RUSLING INC: PBJ position timeline

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

HOWE & RUSLING INC held 41,761 PBJ 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 41,761 shares
    Change vs previous 13F -1,206 shares

    0.11% of the 13F portfolio, value $1,968,197.

    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 42,967 shares
    Change vs previous 13F +640 shares

    0.14% of the 13F portfolio, value $2,103,649.

    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 42,327 shares
    Change vs previous 13F -4,348 shares

    0.13% of the 13F portfolio, value $1,896,467.

    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 46,675 shares
    Change vs previous 13F -2,424 shares

    0.15% of the 13F portfolio, value $2,140,517.

    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 49,099 shares
    Change vs previous 13F +2,167 shares

    0.17% of the 13F portfolio, value $2,323,342.

    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 46,932 shares
    Change vs previous 13F +1,251 shares

    0.18% of the 13F portfolio, value $2,157,401.

    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 45,681 shares
    Change vs previous 13F -1,541 shares

    0.18% of the 13F portfolio, value $2,123,086.

    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 47,222 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,283,177.

    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).