Skip to content
Disclosery

HOWE & RUSLING INC: XLE position timeline

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

HOWE & RUSLING INC held 2,750 XLE 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 2,750 shares
    Change vs previous 13F -947 shares

    0.01% of the 13F portfolio, value $146,061.

    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 3,697 shares
    Change vs previous 13F +1,717 shares

    0.01% of the 13F portfolio, value $226,497.

    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 1,980 shares
    Change vs previous 13F +1,041 shares

    0.01% of the 13F portfolio, value $88,513.

    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 939 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $83,853.

    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 1,084 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $91,950.

    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 881 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $82,331.

    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 861 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $73,748.

    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 782 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $68,633.

    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).