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HOWE & RUSLING INC: PHYS position timeline

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

HOWE & RUSLING INC held 36,091 PHYS 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 36,091 shares
    Change vs previous 13F +46 shares

    0.06% of the 13F portfolio, value $1,088,866.

    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 36,045 shares
    Change vs previous 13F +9,824 shares

    0.08% of the 13F portfolio, value $1,277,435.

    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 26,221 shares
    Change vs previous 13F +2,708 shares

    0.06% of the 13F portfolio, value $865,818.

    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 23,513 shares
    Change vs previous 13F +806 shares

    0.05% of the 13F portfolio, value $696,456.

    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 22,707 shares
    Change vs previous 13F +3,476 shares

    0.04% of the 13F portfolio, value $575,623.

    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 19,231 shares
    Change vs previous 13F +3,240 shares

    0.04% of the 13F portfolio, value $462,698.

    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 15,991 shares
    Change vs previous 13F +2,103 shares

    0.03% of the 13F portfolio, value $322,059.

    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 13,888 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $283,038.

    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).