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Disclosery

HOWE & RUSLING INC: STZ position timeline

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

HOWE & RUSLING INC held 4,877 STZ 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 4,877 shares
    Change vs previous 13F +113 shares

    0.04% of the 13F portfolio, value $678,361.

    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 4,764 shares
    Change vs previous 13F -961 shares

    0.05% of the 13F portfolio, value $714,600.

    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 5,725 shares
    Change vs previous 13F -7,095 shares

    0.05% of the 13F portfolio, value $789,821.

    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 12,820 shares
    Change vs previous 13F -1,241 shares

    0.12% of the 13F portfolio, value $1,726,470.

    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 14,061 shares
    Change vs previous 13F -2,058 shares

    0.17% of the 13F portfolio, value $2,287,444.

    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 16,119 shares
    Change vs previous 13F -39,495 shares

    0.25% of the 13F portfolio, value $2,958,072.

    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 55,614 shares
    Change vs previous 13F -594 shares

    1.06% of the 13F portfolio, value $12,290,783.

    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 56,208 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $14,484,264.

    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).