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HOWE & RUSLING INC: SHM position timeline

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

HOWE & RUSLING INC held 25,541 SHM 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 25,541 shares
    Change vs previous 13F +979 shares

    0.07% of the 13F portfolio, value $1,225,075.

    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 24,562 shares
    Change vs previous 13F +3,163 shares

    0.08% of the 13F portfolio, value $1,174,801.

    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 21,399 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $1,026,939.

    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 21,400 shares
    Change vs previous 13F -31 shares

    0.07% of the 13F portfolio, value $1,031,909.

    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 21,431 shares
    Change vs previous 13F -859 shares

    0.08% of the 13F portfolio, value $1,025,045.

    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 22,290 shares
    Change vs previous 13F +1,314 shares

    0.09% of the 13F portfolio, value $1,061,005.

    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 20,976 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $994,053.

    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 20,953 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,008,678.

    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).