HOWE & RUSLING INC: SAM position timeline

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

HOWE & RUSLING INC held 1,422 SAM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 1,422 shares
Change vs previous 13F +1,422 shares
0.01% of the 13F portfolio, value $251,737.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -974 shares
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 974 shares
Change vs previous 13F -66 shares
0.02% of the 13F portfolio, value $232,631.
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed 2025-06-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,040 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $311,980.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,040 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $300,706.
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).