Position in BDC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$296,261
-$27,864 QoQ
Shares Held
2,580
-7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026HOWE & RUSLING INC holds $3,725,165 across 3 Communication Equipment names.
All Filings in BDC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,261 | 2,580 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $324,125 | 2,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,470 | 2,781 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $349,021 | 3,014 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $405,310 | 4,043 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $455,282 | 4,043 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $485,972 | 4,149 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $389,176 | 4,149 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $390,814 | 4,220 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $315,025 | 4,078 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $328,463 | 3,402 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $295,558 | 3,090 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257,099 | 2,963 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $273,435 | 3,803 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $228,256 | 3,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $180,478 | 3,388 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $158,111 | 2,854 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $221,773 | 3,374 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,591 | 3,752 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $228,121 | 4,511 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $180,630 | 4,071 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $190,393 | 4,544 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $148,535 | 4,773 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $155,361 | 4,773 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $145,330 | 4,028 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||