Current Market Value 1,353,672,939
Current Holdings 468
Most Recent File Date 2025-08-12
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Howe & Rusling Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 468 1,353,673
2025-06-17 2025-03-31 13F-HR 434 1,188,899
2025-02-12 2024-12-31 13F-HR 410 1,160,158
2024-11-08 2024-09-30 13F-HR 411 1,163,069
2024-08-14 2024-06-30 13F-HR 362 1,096,666
2024-05-15 2024-03-31 13F-HR 384 1,043,914
2024-02-06 2023-12-31 13F-HR 374 943,837
2023-11-09 2023-09-30 13F-HR 313 847,300
2023-08-14 2023-06-30 13F-HR 332 893,703
2023-05-15 2023-03-31 13F-HR 303 839,347
2023-02-15 2022-12-31 13F-HR 315 797,226
2022-11-14 2022-09-30 13F-HR 1116 753,047
2022-08-15 2022-06-30 13F-HR 1117 788,604
2022-05-10 2022-03-31 13F-HR 1039 865,140
2022-02-14 2021-12-31 13F-HR 1016 852,960
2021-11-15 2021-09-30 13F-HR 999 797,530
2021-08-13 2021-06-30 13F-HR 956 792,835
2021-05-13 2021-03-31 13F-HR 964 736,165
2021-02-08 2020-12-31 13F-HR 942 657,827
2020-11-06 2020-09-30 13F-HR 825 582,960
2020-07-15 2020-06-30 13F-HR 794 542,034
2020-05-14 2020-03-31 13F-HR 799 464,213
2020-02-05 2019-12-31 13F-HR 839 604,114
2019-10-31 2019-09-30 13F-HR 840 570,539
2019-08-12 2019-06-30 13F-HR 817 578,733
2019-04-29 2019-03-31 13F-HR 836 577,493
2019-02-04 2018-12-31 13F-HR 833 472,582
2018-11-07 2018-09-30 13F-HR 870 598,664
2018-07-31 2018-06-30 13F-HR 829 552,449
2018-05-14 2018-03-31 13F-HR 946 552,372
2018-01-24 2017-12-31 13F-HR 853 550,112
2017-10-18 2017-09-30 13F-HR 893 540,487
2017-07-13 2017-06-30 13F-HR 963 491,917
2017-04-18 2017-03-31 13F-HR 1010 499,744
2017-01-20 2016-12-31 13F-HR 1048 455,854
2016-10-17 2016-09-30 13F-HR 1050 464,252
2016-08-23 2016-06-30 13F-HR 998 454,415
2016-05-16 2016-03-31 13F-HR 1038 443,617
2016-02-11 2015-12-31 13F-HR 1013 435,719
2015-11-10 2015-09-30 13F-HR 1060 402,725
2015-07-22 2015-06-30 13F-HR 1073 458,600
2015-04-29 2015-03-31 13F-HR 951 446,015
2015-01-30 2014-12-31 13F-HR 0 0
2014-10-31 2014-09-30 13F-HR 907 428,635
2014-07-31 2014-06-30 13F-HR 816 445,277
2014-05-07 2014-03-31 13F-HR 860 407,797
2014-07-31 2013-12-31 13F-HR/A 12 R 803 397,050
2014-02-07 2013-12-31 13F-HR 897 1,649,733
2013-11-08 2013-09-30 13F-HR 883 273,743
2013-08-14 2013-06-30 13F-HR 904 359,536