Filer Snapshot

HOWE & RUSLING INC

CIK 0000769963. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

51

Latest filing

28 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Largest parsed holding

VTI

$61.88M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 28 Apr 2026 for CIK 0000769963.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.53B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$1.53B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
VTI JPM IUSG IVV VCIT
+15 moreAVGO AAPL GVI XOM IUSV MSFT NVDA AMZN VCSH HON NEE META TJX ICE GOOG

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VTI JPM IUSG IVV VCIT AVGO AAPL GVI
+12 moreXOM IUSV MSFT NVDA AMZN VCSH HON NEE META TJX ICE GOOG
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
165 Culver Rd, Suite 100, Rochester, NY, 14620
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
NY
Fiscal year end
31 December

Filer intelligence

What SEC filings say about HOWE & RUSLING INC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.53B across 477 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VTI at $61.88M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 477 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 28 Apr 2026

Top 5 concentration

18%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$273.12M

Compared with $1.53B total 13F value.

Top 5 net change

+$11.45M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AZN ยท Largest trim: VYM

VTI JPM IUSG IVV VCIT Other holdings

VTI

4%

Vanguard Index Fds

$61.88M

JPM

3.6%

Jpmorgan Chase & Co

$54.8M

IUSG

3.4%

Ishares Tr

$52.54M

IVV

3.4%

Ishares Tr

$52.29M

VCIT

3.4%

Vanguard Scottsdale Fds

$51.6M

Latest update

What changed recently for HOWE & RUSLING INC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 28 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

HOWE & RUSLING INC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0000769963 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
51
First seen
07 Feb 2014
Latest filing
28 Apr 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

HOWE & RUSLING INC SEC filings HOWE & RUSLING INC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 51 SEC filings for HOWE & RUSLING INC.

Open full filing history
13F-HR

13F-HR filing

Filing date
28 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Jun 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .