HOWE & RUSLING INC: SCHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on SCHR, newest first. How the timeline and the estimate are built.
HOWE & RUSLING INC held 1,787 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,787 sharesChange vs previous 13F -940 shares
<0.01% of the 13F portfolio, value $44,068.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,727 sharesChange vs previous 13F -2,553 shares
<0.01% of the 13F portfolio, value $67,930.
13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,280 sharesChange vs previous 13F -3,184 shares
0.01% of the 13F portfolio, value $132,423.
13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,464 sharesChange vs previous 13F -4,378 shares
0.01% of the 13F portfolio, value $212,701.
13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,842 sharesChange vs previous 13F +4,298 shares
0.02% of the 13F portfolio, value $321,436.
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,544 sharesChange vs previous 13F +8,065 shares
0.02% of the 13F portfolio, value $212,404.
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 479 sharesChange vs previous 13F +479 shares
<0.01% of the 13F portfolio, value $11,635.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.