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HOWE & RUSLING INC: SPY position timeline

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

HOWE & RUSLING INC held 11,055 SPY 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 11,055 shares
    Change vs previous 13F +54 shares

    0.48% of the 13F portfolio, value $8,255,239.

    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 11,001 shares
    Change vs previous 13F -4,395 shares

    0.47% of the 13F portfolio, value $7,154,446.

    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 15,396 shares
    Change vs previous 13F +5,138 shares

    0.69% of the 13F portfolio, value $10,498,801.

    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 10,258 shares
    Change vs previous 13F -455 shares

    0.47% of the 13F portfolio, value $6,833,587.

    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 10,713 shares
    Change vs previous 13F +429 shares

    0.49% of the 13F portfolio, value $6,618,986.

    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 10,284 shares
    Change vs previous 13F -1,493 shares

    0.48% of the 13F portfolio, value $5,752,688.

    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 11,777 shares
    Change vs previous 13F +2,076 shares

    0.59% of the 13F portfolio, value $6,902,126.

    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 9,701 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,565,964.

    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).