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HOWE & RUSLING INC: USHY position timeline

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

HOWE & RUSLING INC held 269,340 USHY 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 269,340 shares
    Change vs previous 13F +8,922 shares

    0.58% of the 13F portfolio, value $9,970,963.

    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 260,418 shares
    Change vs previous 13F +17,680 shares

    0.63% of the 13F portfolio, value $9,593,810.

    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 242,738 shares
    Change vs previous 13F +9,235 shares

    0.6% of the 13F portfolio, value $9,077,208.

    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 233,503 shares
    Change vs previous 13F +20,088 shares

    0.6% of the 13F portfolio, value $8,821,738.

    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 213,415 shares
    Change vs previous 13F +4,889 shares

    0.59% of the 13F portfolio, value $8,005,191.

    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 208,526 shares
    Change vs previous 13F +19,460 shares

    0.65% of the 13F portfolio, value $7,675,832.

    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 189,066 shares
    Change vs previous 13F -160 shares

    0.6% of the 13F portfolio, value $6,955,750.

    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 189,226 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $7,124,365.

    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).