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HOWE & RUSLING INC: XLC position timeline

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

HOWE & RUSLING INC held 11,901 XLC 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 11,901 shares
    Change vs previous 13F +1,118 shares

    0.07% of the 13F portfolio, value $1,274,913.

    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 10,783 shares
    Change vs previous 13F +6,814 shares

    0.08% of the 13F portfolio, value $1,195,389.

    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 3,969 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $467,286.

    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 3,593 shares
    Change vs previous 13F +2,286 shares

    0.03% of the 13F portfolio, value $425,334.

    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 1,307 shares
    Change vs previous 13F +1,079 shares

    0.01% of the 13F portfolio, value $141,849.

    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 228 shares
    Change vs previous 13F -248 shares

    <0.01% of the 13F portfolio, value $21,991.

    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 476 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $46,082.

    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 496 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,839.

    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).