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HOWE & RUSLING INC: XLF position timeline

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

HOWE & RUSLING INC held 130,730 XLF 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 130,730 shares
    Change vs previous 13F +14,280 shares

    0.41% of the 13F portfolio, value $7,008,453.

    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 116,450 shares
    Change vs previous 13F +41,156 shares

    0.38% of the 13F portfolio, value $5,749,117.

    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 75,294 shares
    Change vs previous 13F +6,988 shares

    0.27% of the 13F portfolio, value $4,123,878.

    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 68,306 shares
    Change vs previous 13F +42,841 shares

    0.25% of the 13F portfolio, value $3,679,637.

    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 25,465 shares
    Change vs previous 13F +5,097 shares

    0.1% of the 13F portfolio, value $1,333,613.

    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 20,368 shares
    Change vs previous 13F +3,470 shares

    0.09% of the 13F portfolio, value $1,014,544.

    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 16,898 shares
    Change vs previous 13F +4,079 shares

    0.07% of the 13F portfolio, value $816,666.

    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 12,819 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $580,976.

    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).