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HOWE & RUSLING INC: XLB position timeline

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

HOWE & RUSLING INC held 5,747 XLB 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 5,747 shares
    Change vs previous 13F +338 shares

    0.02% of the 13F portfolio, value $292,131.

    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 5,409 shares
    Change vs previous 13F +421 shares

    0.02% of the 13F portfolio, value $270,273.

    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 4,988 shares
    Change vs previous 13F +2,637 shares

    0.01% of the 13F portfolio, value $226,196.

    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 2,351 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $210,721.

    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 2,181 shares
    Change vs previous 13F +419 shares

    0.01% of the 13F portfolio, value $191,527.

    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 1,762 shares
    Change vs previous 13F +169 shares

    0.01% of the 13F portfolio, value $151,507.

    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 1,593 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $134,043.

    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 1,610 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $155,179.

    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).