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HOWE & RUSLING INC: VYMI position timeline

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

HOWE & RUSLING INC held 45,420 VYMI 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 45,420 shares
    Change vs previous 13F +4,717 shares

    0.26% of the 13F portfolio, value $4,460,283.

    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 40,703 shares
    Change vs previous 13F +4,643 shares

    0.25% of the 13F portfolio, value $3,835,826.

    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 36,060 shares
    Change vs previous 13F +317 shares

    0.21% of the 13F portfolio, value $3,245,436.

    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 35,743 shares
    Change vs previous 13F +215 shares

    0.21% of the 13F portfolio, value $3,026,760.

    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 35,528 shares
    Change vs previous 13F +4,753 shares

    0.21% of the 13F portfolio, value $2,846,140.

    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 30,775 shares
    Change vs previous 13F -3,128 shares

    0.19% of the 13F portfolio, value $2,267,784.

    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 33,903 shares
    Change vs previous 13F -321 shares

    0.2% of the 13F portfolio, value $2,301,337.

    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 34,224 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,512,706.

    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).