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Disclosery

HOWE & RUSLING INC: SMH position timeline

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

HOWE & RUSLING INC held 561 SMH 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 561 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $368,217.

    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 612 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $234,795.

    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 587 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $211,541.

    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 739 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $241,311.

    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 987 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $275,367.

    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 965 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $204,154.

    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 1,011 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $244,931.

    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 860 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,186.

    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).