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HOWE & RUSLING INC: PM position timeline

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

HOWE & RUSLING INC held 85,543 PM 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 85,543 shares
    Change vs previous 13F -33,519 shares

    0.9% of the 13F portfolio, value $15,475,616.

    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 119,062 shares
    Change vs previous 13F +2,375 shares

    1.28% of the 13F portfolio, value $19,685,769.

    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 116,687 shares
    Change vs previous 13F -4,695 shares

    1.24% of the 13F portfolio, value $18,716,647.

    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 121,382 shares
    Change vs previous 13F -1,096 shares

    1.35% of the 13F portfolio, value $19,688,153.

    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 122,478 shares
    Change vs previous 13F +1,073 shares

    1.65% of the 13F portfolio, value $22,306,946.

    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 121,405 shares
    Change vs previous 13F -13,636 shares

    1.62% of the 13F portfolio, value $19,270,566.

    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 135,041 shares
    Change vs previous 13F -4,087 shares

    1.4% of the 13F portfolio, value $16,252,149.

    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 139,128 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $16,890,133.

    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).