HOWE & RUSLING INC: XLK position timeline

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

HOWE & RUSLING INC held 32,644 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 32,644 shares
Change vs previous 13F +2,943 shares
0.36% of the 13F portfolio, value $6,219,361.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 29,701 shares
Change vs previous 13F -298 shares
0.26% of the 13F portfolio, value $3,947,249.
13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 29,999 shares
Change vs previous 13F +15,530 shares
0.29% of the 13F portfolio, value $4,318,918.
13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,469 shares
Change vs previous 13F +8,150 shares
0.28% of the 13F portfolio, value $4,078,301.
13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,319 shares
Change vs previous 13F +543 shares
0.12% of the 13F portfolio, value $1,600,192.
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 5,776 shares
Change vs previous 13F +3,344 shares
0.1% of the 13F portfolio, value $1,192,651.
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed 2025-06-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,432 shares
Change vs previous 13F -4,411 shares
0.05% of the 13F portfolio, value $565,494.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,843 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $1,544,916.
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).