Skip to content
Disclosery

HOWE & RUSLING INC: PEP position timeline

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

HOWE & RUSLING INC held 102,039 PEP 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 102,039 shares
    Change vs previous 13F +2,024 shares

    0.8% of the 13F portfolio, value $13,816,147.

    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 100,015 shares
    Change vs previous 13F +5,459 shares

    1.01% of the 13F portfolio, value $15,531,281.

    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 94,556 shares
    Change vs previous 13F -4,624 shares

    0.9% of the 13F portfolio, value $13,570,706.

    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 99,180 shares
    Change vs previous 13F +9,423 shares

    0.96% of the 13F portfolio, value $13,928,826.

    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 89,757 shares
    Change vs previous 13F -1,089 shares

    0.88% of the 13F portfolio, value $11,851,466.

    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 90,846 shares
    Change vs previous 13F +14,124 shares

    1.15% of the 13F portfolio, value $13,621,421.

    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 76,722 shares
    Change vs previous 13F +2,679 shares

    1.01% of the 13F portfolio, value $11,666,363.

    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 74,043 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $12,591,066.

    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).