IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 452,941 shares; 2025Q1: 440,540 shares; 2025Q2: 409,110 shares; 2025Q3: 361,933 shares; 2025Q4: 349,945 shares; 2026Q1: 325,789 shares; 2026Q2: 320,486 shares; 2026Q3: 312,344 shares 312,344 $44.4M 5.02% -8,142 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 383,089 shares; 2025Q1: 400,115 shares; 2025Q2: 381,603 shares; 2025Q3: 390,860 shares; 2025Q4: 407,772 shares; 2026Q1: 432,018 shares; 2026Q2: 458,713 shares; 2026Q3: 503,177 shares 503,177 $38.9M 4.39% +44,464 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 773,486 shares; 2025Q1: 735,984 shares; 2025Q2: 710,783 shares; 2025Q3: 710,683 shares; 2025Q4: 682,464 shares; 2026Q1: 690,209 shares; 2026Q2: 667,988 shares; 2026Q3: 619,090 shares 619,090 $35.6M 4.02% -48,898 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,013 shares; 2025Q1: 36,882 shares; 2025Q2: 35,914 shares; 2025Q3: 36,562 shares; 2025Q4: 36,225 shares; 2026Q1: 37,106 shares; 2026Q2: 43,073 shares; 2026Q3: 42,974 shares 42,974 $30.1M 3.4% -99 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,286 shares; 2025Q1: 103,458 shares; 2025Q2: 101,541 shares; 2025Q3: 98,774 shares; 2025Q4: 92,806 shares; 2026Q1: 89,825 shares; 2026Q2: 89,375 shares; 2026Q3: 85,687 shares 85,687 $28.5M 3.22% -3,688 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,202 shares; 2025Q1: 172,333 shares; 2025Q2: 163,617 shares; 2025Q3: 148,596 shares; 2025Q4: 138,396 shares; 2026Q1: 135,177 shares; 2026Q2: 125,735 shares; 2026Q3: 121,777 shares 121,777 $27.8M 3.14% -3,958 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404,765 shares; 2025Q1: 395,902 shares; 2025Q2: 374,141 shares; 2025Q3: 374,989 shares; 2025Q4: 350,111 shares; 2026Q1: 382,976 shares; 2026Q2: 421,015 shares; 2026Q3: 468,701 shares 468,701 $26.6M 3% +47,686 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,403 shares; 2025Q1: 55,186 shares; 2025Q2: 50,931 shares; 2025Q3: 50,896 shares; 2025Q4: 48,814 shares; 2026Q1: 47,908 shares; 2026Q2: 49,181 shares; 2026Q3: 48,928 shares 48,928 $25.1M 2.83% -253 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,253 shares; 2025Q1: 116,325 shares; 2025Q2: 123,141 shares; 2025Q3: 123,764 shares; 2025Q4: 123,625 shares; 2026Q1: 162,313 shares; 2026Q2: 193,162 shares; 2026Q3: 196,504 shares 196,504 $24.2M 2.73% +3,342 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,573 shares; 2025Q1: 306,531 shares; 2025Q2: 302,295 shares; 2025Q3: 313,758 shares; 2025Q4: 301,112 shares; 2026Q1: 303,396 shares; 2026Q2: 351,475 shares; 2026Q3: 358,033 shares 358,033 $21.9M 2.47% +6,558 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315,662 shares; 2025Q1: 328,060 shares; 2025Q2: 309,551 shares; 2025Q3: 311,761 shares; 2025Q4: 291,325 shares; 2026Q1: 295,340 shares; 2026Q2: 304,808 shares; 2026Q3: 272,122 shares 272,122 $21.3M 2.41% -32,686 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195,919 shares; 2025Q1: 203,479 shares; 2025Q2: 203,549 shares; 2025Q3: 233,013 shares; 2025Q4: 235,415 shares; 2026Q1: 233,810 shares; 2026Q2: 272,328 shares; 2026Q3: 280,654 shares 280,654 $19.8M 2.24% +8,326 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186,094 shares; 2025Q1: 174,179 shares; 2025Q2: 166,209 shares; 2025Q3: 157,952 shares; 2025Q4: 153,648 shares; 2026Q1: 151,611 shares; 2026Q2: 150,402 shares; 2026Q3: 145,366 shares 145,366 $15.9M 1.8% -5,036 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,051 shares; 2025Q1: 249,113 shares; 2025Q2: 253,503 shares; 2025Q3: 270,166 shares; 2025Q4: 276,082 shares; 2026Q1: 321,798 shares; 2026Q2: 344,888 shares; 2026Q3: 347,655 shares 347,655 $15.4M 1.74% +2,767 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,936 shares; 2025Q1: 45,136 shares; 2025Q2: 44,781 shares; 2025Q3: 44,432 shares; 2025Q4: 42,885 shares; 2026Q1: 41,635 shares; 2026Q2: 42,521 shares; 2026Q3: 42,378 shares 42,378 $14.6M 1.65% -143 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,553 shares; 2025Q1: 280,285 shares; 2025Q2: 281,341 shares; 2025Q3: 329,064 shares; 2025Q4: 346,838 shares; 2026Q1: 387,115 shares; 2026Q2: 329,792 shares; 2026Q3: 305,847 shares 305,847 $12.7M 1.43% -23,945 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,893 shares; 2025Q1: 119,904 shares; 2025Q2: 111,954 shares; 2025Q3: 104,196 shares; 2025Q4: 99,470 shares; 2026Q1: 94,959 shares; 2026Q2: 93,660 shares; 2026Q3: 90,092 shares 90,092 $12.4M 1.4% -3,568 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,076 shares; 2025Q1: 35,106 shares; 2025Q2: 34,773 shares; 2025Q3: 34,047 shares; 2025Q4: 33,430 shares; 2026Q1: 32,936 shares; 2026Q2: 33,485 shares; 2026Q3: 33,512 shares 33,512 $11.8M 1.33% +27 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,086 shares; 2025Q1: 30,885 shares; 2025Q2: 29,012 shares; 2025Q3: 28,433 shares; 2025Q4: 27,609 shares; 2026Q1: 28,228 shares; 2026Q2: 28,248 shares; 2026Q3: 27,922 shares 27,922 $10.6M 1.2% -326 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,393 shares; 2025Q1: 158,790 shares; 2025Q2: 157,497 shares; 2025Q3: 159,572 shares; 2025Q4: 160,542 shares; 2026Q1: 163,607 shares; 2026Q2: 164,395 shares; 2026Q3: 162,905 shares 162,905 $10.2M 1.15% -1,490 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,814 shares; 2025Q1: 70,106 shares; 2025Q2: 77,194 shares; 2025Q3: 79,458 shares; 2025Q4: 83,295 shares; 2026Q1: 85,346 shares; 2026Q2: 82,232 shares; 2026Q3: 68,478 shares 68,478 $9.95M 1.12% -13,754 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213,447 shares; 2026Q3: 203,007 shares 203,007 $9.35M 1.06% -10,440 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,997 shares; 2025Q1: 19,895 shares; 2025Q2: 17,807 shares; 2025Q3: 32,089 shares; 2025Q4: 38,629 shares; 2026Q1: 46,183 shares; 2026Q2: 45,395 shares; 2026Q3: 43,915 shares 43,915 $8.97M 1.01% -1,480 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,802 shares; 2025Q1: 139,237 shares; 2025Q2: 134,801 shares; 2025Q3: 137,691 shares; 2025Q4: 136,139 shares; 2026Q1: 135,454 shares; 2026Q2: 134,922 shares; 2026Q3: 132,327 shares 132,327 $8.91M 1.01% -2,595 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195,897 shares; 2025Q1: 188,197 shares; 2025Q2: 188,123 shares; 2025Q3: 188,173 shares; 2025Q4: 184,028 shares; 2026Q1: 187,020 shares; 2026Q2: 186,047 shares; 2026Q3: 185,329 shares 185,329 $8.58M 0.97% -718 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,202 shares; 2025Q1: 98,029 shares; 2025Q2: 97,079 shares; 2025Q3: 106,581 shares; 2025Q4: 108,819 shares; 2026Q1: 113,089 shares; 2026Q2: 130,197 shares; 2026Q3: 141,709 shares 141,709 $8.4M 0.95% +11,512 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,003 shares; 2025Q1: 121,439 shares; 2025Q2: 120,742 shares; 2025Q3: 123,433 shares; 2025Q4: 118,047 shares; 2026Q1: 106,004 shares; 2026Q2: 101,154 shares; 2026Q3: 97,222 shares 97,222 $8.33M 0.94% -3,932 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,738 shares; 2025Q1: 43,482 shares; 2025Q2: 42,641 shares; 2025Q3: 41,747 shares; 2025Q4: 39,556 shares; 2026Q1: 38,934 shares; 2026Q2: 36,351 shares; 2026Q3: 31,305 shares 31,305 $8.29M 0.94% -5,046 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268,813 shares; 2025Q1: 274,405 shares; 2025Q2: 297,765 shares; 2025Q3: 305,099 shares; 2025Q4: 278,287 shares; 2026Q1: 287,695 shares; 2026Q2: 289,830 shares; 2026Q3: 284,573 shares 284,573 $8.12M 0.92% -5,257 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226,162 shares; 2025Q1: 218,784 shares; 2025Q2: 214,427 shares; 2025Q3: 213,680 shares; 2025Q4: 197,095 shares; 2026Q1: 195,209 shares; 2026Q2: 173,925 shares; 2026Q3: 171,513 shares 171,513 $7.87M 0.89% -2,412 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 551,317 shares; 2025Q1: 525,299 shares; 2025Q2: 484,610 shares; 2025Q3: 454,117 shares; 2025Q4: 414,075 shares; 2026Q1: 349,165 shares; 2026Q2: 313,389 shares; 2026Q3: 301,741 shares 301,741 $7.36M 0.83% -11,648 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,760 shares; 2025Q1: 24,440 shares; 2025Q2: 24,319 shares; 2025Q3: 24,284 shares; 2025Q4: 23,682 shares; 2026Q1: 23,565 shares; 2026Q2: 22,859 shares; 2026Q3: 22,251 shares 22,251 $7.36M 0.83% -608 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,560 shares; 2025Q1: 29,232 shares; 2025Q2: 30,081 shares; 2025Q3: 30,684 shares; 2025Q4: 29,108 shares; 2026Q1: 29,131 shares; 2026Q2: 30,791 shares; 2026Q3: 31,802 shares 31,802 $7.26M 0.82% +1,011 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,981 shares; 2025Q1: 28,289 shares; 2025Q2: 28,561 shares; 2025Q3: 28,981 shares; 2025Q4: 28,500 shares; 2026Q1: 28,317 shares; 2026Q2: 28,703 shares; 2026Q3: 28,613 shares 28,613 $7.13M 0.8% -90 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,037 shares; 2025Q1: 66,517 shares; 2025Q2: 66,794 shares; 2025Q3: 66,963 shares; 2025Q4: 63,525 shares; 2026Q1: 61,218 shares; 2026Q2: 60,105 shares; 2026Q3: 59,256 shares 59,256 $7.09M 0.8% -849 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,891 shares; 2025Q3: 57,453 shares; 2025Q4: 65,328 shares; 2026Q1: 73,892 shares; 2026Q2: 86,248 shares; 2026Q3: 94,929 shares 94,929 $6.09M 0.69% +8,681 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,686 shares; 2025Q4: 74,232 shares; 2026Q1: 88,451 shares; 2026Q2: 96,080 shares; 2026Q3: 101,698 shares 101,698 $5.87M 0.66% +5,618 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,848 shares; 2026Q3: 258,580 shares 258,580 $5.63M 0.64% +81,732 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,655 shares; 2025Q1: 60,678 shares; 2025Q2: 58,929 shares; 2025Q3: 57,511 shares; 2025Q4: 56,231 shares; 2026Q1: 56,394 shares; 2026Q2: 56,469 shares; 2026Q3: 54,941 shares 54,941 $5.54M 0.63% -1,528 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,602 shares; 2025Q1: 43,127 shares; 2025Q2: 35,539 shares; 2025Q3: 38,027 shares; 2025Q4: 31,956 shares; 2026Q1: 31,089 shares; 2026Q2: 31,911 shares; 2026Q3: 36,633 shares 36,633 $5.37M 0.61% +4,722 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,277 shares; 2026Q1: 91,962 shares; 2026Q2: 96,305 shares; 2026Q3: 99,026 shares 99,026 $5.32M 0.6% +2,721 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 447,070 shares; 2025Q1: 427,696 shares; 2025Q2: 387,618 shares; 2025Q3: 297,643 shares; 2025Q4: 252,074 shares; 2026Q1: 198,734 shares; 2026Q2: 187,553 shares; 2026Q3: 169,240 shares 169,240 $5.1M 0.58% -18,313 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,911 shares; 2025Q2: 22,987 shares; 2025Q3: 28,785 shares; 2025Q4: 29,936 shares; 2026Q1: 31,260 shares; 2026Q2: 31,882 shares; 2026Q3: 32,017 shares 32,017 $5.05M 0.57% +135 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,957 shares; 2025Q1: 16,736 shares; 2025Q2: 17,023 shares; 2025Q3: 17,092 shares; 2025Q4: 16,520 shares; 2026Q1: 18,612 shares; 2026Q2: 193,024 shares; 2026Q3: 316,246 shares 316,246 $5.03M 0.57% +123,222 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,344 shares; 2026Q1: 111,894 shares; 2026Q2: 108,564 shares; 2026Q3: 108,547 shares 108,547 $4.99M 0.56% -17 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,294 shares; 2025Q1: 10,120 shares; 2025Q2: 9,931 shares; 2025Q3: 8,798 shares; 2025Q4: 8,628 shares; 2026Q1: 8,273 shares; 2026Q2: 8,164 shares; 2026Q3: 6,446 shares 6,446 $4.94M 0.56% -1,718 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,138 shares; 2025Q1: 25,931 shares; 2025Q2: 33,476 shares; 2025Q3: 40,854 shares; 2025Q4: 43,331 shares; 2026Q1: 44,758 shares; 2026Q2: 41,062 shares; 2026Q3: 31,229 shares 31,229 $4.89M 0.55% -9,833 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,403 shares; 2025Q1: 12,012 shares; 2025Q2: 10,733 shares; 2025Q3: 13,636 shares; 2025Q4: 15,207 shares; 2026Q1: 16,402 shares; 2026Q2: 16,941 shares; 2026Q3: 17,229 shares 17,229 $4.87M 0.55% +288 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,581 shares; 2026Q3: 100,332 shares 100,332 $4.48M 0.51% +55,751 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,148 shares; 2025Q1: 27,702 shares; 2025Q2: 29,365 shares; 2025Q3: 37,375 shares; 2025Q4: 37,490 shares; 2026Q1: 37,712 shares; 2026Q2: 38,970 shares; 2026Q3: 40,051 shares 40,051 $4.17M 0.47% +1,081 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,986 shares; 2025Q4: 93,870 shares; 2026Q1: 183,971 shares; 2026Q2: 199,520 shares; 2026Q3: 206,239 shares 206,239 $4.12M 0.47% +6,719 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,391 shares; 2025Q1: 108,058 shares; 2025Q2: 106,450 shares; 2025Q3: 110,156 shares; 2025Q4: 106,844 shares; 2026Q1: 107,041 shares; 2026Q2: 106,633 shares; 2026Q3: 106,553 shares 106,553 $4.12M 0.46% -80 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,851 shares; 2025Q1: 90,770 shares; 2025Q2: 90,292 shares; 2025Q3: 56,008 shares; 2025Q4: 42,948 shares; 2026Q1: 34,143 shares; 2026Q2: 31,941 shares; 2026Q3: 30,643 shares 30,643 $3.97M 0.45% -1,298 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,383 shares; 2025Q1: 94,434 shares; 2025Q2: 94,480 shares; 2025Q3: 102,381 shares; 2025Q4: 97,500 shares; 2026Q1: 97,894 shares; 2026Q2: 116,210 shares; 2026Q3: 117,149 shares 117,149 $3.82M 0.43% +939 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,548 shares; 2025Q1: 37,093 shares; 2025Q2: 35,560 shares; 2025Q3: 32,313 shares; 2025Q4: 31,226 shares; 2026Q1: 30,588 shares; 2026Q2: 29,847 shares; 2026Q3: 29,108 shares 29,108 $3.73M 0.42% -739 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,501 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,251 shares; 2025Q4: 3,195 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares; 2026Q3: 3,201 shares 3,201 $3.7M 0.42% +26 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,308 shares; 2025Q1: 29,360 shares; 2025Q2: 28,606 shares; 2025Q3: 26,698 shares; 2025Q4: 25,271 shares; 2026Q1: 24,419 shares; 2026Q2: 24,159 shares; 2026Q3: 23,020 shares 23,020 $3.69M 0.42% -1,139 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,798 shares; 2026Q1: 12,772 shares; 2026Q2: 21,642 shares; 2026Q3: 24,905 shares 24,905 $3.59M 0.41% +3,263 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 284,777 shares; 2025Q1: 365,523 shares; 2025Q2: 394,997 shares; 2025Q3: 476,405 shares; 2025Q4: 477,998 shares; 2026Q1: 481,092 shares; 2026Q2: 425,860 shares; 2026Q3: 297,537 shares 297,537 $3.59M 0.41% -128,323 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,273 shares; 2025Q1: 24,801 shares; 2025Q2: 27,188 shares; 2025Q3: 59,598 shares; 2025Q4: 65,793 shares; 2026Q1: 30,732 shares; 2026Q2: 38,809 shares; 2026Q3: 38,794 shares 38,794 $3.56M 0.4% -15 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,286 shares; 2025Q1: 5,961 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 5,632 shares; 2026Q2: 5,449 shares; 2026Q3: 27,949 shares 27,949 $3.54M 0.4% +22,500 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,279 shares; 2025Q4: 39,734 shares; 2026Q1: 54,008 shares; 2026Q2: 60,912 shares; 2026Q3: 64,992 shares 64,992 $3.53M 0.4% +4,080 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,333 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,506 shares; 2025Q4: 4,740 shares; 2026Q1: 4,633 shares; 2026Q2: 4,632 shares; 2026Q3: 4,612 shares 4,612 $3.52M 0.4% -20 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,460 shares; 2025Q1: 19,817 shares; 2025Q2: 21,004 shares; 2025Q3: 26,543 shares; 2025Q4: 25,739 shares; 2026Q1: 26,067 shares; 2026Q2: 21,547 shares; 2026Q3: 12,360 shares 12,360 $3.46M 0.39% -9,187 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,565 shares; 2025Q1: 39,123 shares; 2025Q2: 39,130 shares; 2025Q3: 37,893 shares; 2025Q4: 35,377 shares; 2026Q1: 34,400 shares; 2026Q2: 33,744 shares; 2026Q3: 33,025 shares 33,025 $3.43M 0.39% -719 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,721 shares; 2026Q1: 29,376 shares; 2026Q2: 32,815 shares; 2026Q3: 30,924 shares 30,924 $3.4M 0.38% -1,891 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,929 shares; 2025Q1: 11,744 shares; 2025Q2: 11,744 shares; 2025Q3: 11,744 shares; 2025Q4: 22,992 shares; 2026Q1: 18,934 shares; 2026Q2: 18,929 shares; 2026Q3: 16,986 shares 16,986 $3.33M 0.38% -1,943 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,586 shares; 2025Q1: 22,356 shares; 2025Q2: 22,224 shares; 2025Q3: 22,224 shares; 2025Q4: 22,224 shares; 2026Q1: 22,224 shares; 2026Q2: 22,141 shares; 2026Q3: 22,714 shares 22,714 $3.3M 0.37% +573 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286,847 shares; 2025Q1: 229,350 shares; 2025Q2: 211,319 shares; 2025Q3: 188,955 shares; 2025Q4: 119,271 shares; 2026Q1: 69,811 shares; 2026Q2: 66,030 shares; 2026Q3: 59,160 shares 59,160 $3.26M 0.37% -6,870 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,590 shares; 2025Q1: 23,210 shares; 2025Q2: 26,688 shares; 2025Q3: 19,868 shares; 2025Q4: 33,043 shares; 2026Q1: 64,993 shares; 2026Q2: 62,527 shares; 2026Q3: 68,413 shares 68,413 $3.24M 0.37% +5,886 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,140 shares; 2026Q3: 17,078 shares 17,078 $3.13M 0.35% +13,938 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,758 shares; 2025Q1: 5,398 shares; 2025Q2: 5,318 shares; 2025Q3: 4,895 shares; 2025Q4: 4,895 shares; 2026Q1: 4,895 shares; 2026Q2: 4,825 shares; 2026Q3: 5,046 shares 5,046 $3.09M 0.35% +221 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,375 shares; 2025Q1: 106,580 shares; 2025Q2: 104,984 shares; 2025Q3: 58,972 shares; 2025Q4: 43,015 shares; 2026Q1: 30,996 shares; 2026Q2: 28,856 shares; 2026Q3: 28,157 shares 28,157 $3.03M 0.34% -699 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,658 shares; 2025Q1: 11,418 shares; 2025Q2: 10,333 shares; 2025Q3: 8,353 shares; 2025Q4: 8,308 shares; 2026Q1: 8,262 shares; 2026Q2: 8,262 shares; 2026Q3: 8,226 shares 8,226 $2.94M 0.33% -36 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,156 shares; 2025Q1: 16,659 shares; 2025Q2: 16,202 shares; 2025Q3: 16,202 shares; 2025Q4: 16,065 shares; 2026Q1: 15,065 shares; 2026Q2: 15,065 shares; 2026Q3: 14,968 shares 14,968 $2.86M 0.32% -97 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,563 shares; 2026Q3: 9,241 shares 9,241 $2.8M 0.32% +4,678 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,745 shares; 2025Q1: 31,153 shares; 2025Q2: 30,857 shares; 2025Q3: 31,062 shares; 2025Q4: 30,854 shares; 2026Q1: 32,156 shares; 2026Q2: 31,335 shares; 2026Q3: 31,319 shares 31,319 $2.76M 0.31% -16 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 2,611 shares; 2025Q3: 4,028 shares; 2025Q4: 4,126 shares; 2026Q1: 5,801 shares; 2026Q2: 6,931 shares; 2026Q3: 7,053 shares 7,053 $2.69M 0.3% +122 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,036 shares; 2025Q1: 3,281 shares; 2025Q2: 3,342 shares; 2025Q3: 3,414 shares; 2025Q4: 3,424 shares; 2026Q1: 3,346 shares; 2026Q2: 3,444 shares; 2026Q3: 3,715 shares 3,715 $2.69M 0.3% +271 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,005 shares; 2026Q1: 34,987 shares; 2026Q2: 71,993 shares; 2026Q3: 82,159 shares 82,159 $2.64M 0.3% +10,166 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,744 shares; 2025Q1: 10,158 shares; 2025Q2: 9,846 shares; 2025Q3: 9,361 shares; 2025Q4: 8,583 shares; 2026Q1: 8,037 shares; 2026Q2: 7,750 shares; 2026Q3: 7,031 shares 7,031 $2.58M 0.29% -719 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 507,800 shares; 2025Q1: 608,578 shares; 2025Q2: 612,614 shares; 2025Q3: 630,152 shares; 2025Q4: 585,263 shares; 2026Q1: 609,188 shares; 2026Q2: 524,119 shares; 2026Q3: 198,688 shares 198,688 $2.55M 0.29% -325,431 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,557 shares; 2025Q1: 1,552 shares; 2025Q2: 1,527 shares; 2025Q3: 1,536 shares; 2025Q4: 1,455 shares; 2026Q1: 1,404 shares; 2026Q2: 12,641 shares; 2026Q3: 12,817 shares 12,817 $2.5M 0.28% +176 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,018 shares; 2025Q1: 4,449 shares; 2025Q2: 4,430 shares; 2025Q3: 4,574 shares; 2025Q4: 5,884 shares; 2026Q1: 6,393 shares; 2026Q2: 7,926 shares; 2026Q3: 8,387 shares 8,387 $2.45M 0.28% +461 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 3,204 shares; 2026Q3: 9,413 shares 9,413 $2.43M 0.27% +6,209 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,378 shares; 2025Q1: 12,604 shares; 2025Q2: 12,242 shares; 2025Q3: 11,305 shares; 2025Q4: 10,570 shares; 2026Q1: 10,091 shares; 2026Q2: 6,550 shares; 2026Q3: 4,647 shares 4,647 $2.37M 0.27% -1,903 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares; 2026Q3: 1,176 shares 1,176 $2.36M 0.27% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,140 shares; 2026Q3: 104,827 shares 104,827 $2.35M 0.27% +19,687 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,440 shares; 2025Q1: 8,395 shares; 2025Q2: 8,334 shares; 2025Q3: 8,328 shares; 2025Q4: 8,328 shares; 2026Q1: 8,328 shares; 2026Q2: 8,307 shares; 2026Q3: 8,305 shares 8,305 $2.31M 0.26% -2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 71,735 shares 71,735 $2.24M 0.25% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,556 shares; 2025Q1: 3,541 shares; 2025Q2: 3,541 shares; 2025Q3: 3,531 shares; 2025Q4: 3,407 shares; 2026Q1: 3,402 shares; 2026Q2: 3,397 shares; 2026Q3: 3,392 shares 3,392 $2.23M 0.25% -5 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 49,339 shares 49,339 $2.21M 0.25% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,124 shares; 2025Q1: 49,297 shares; 2025Q2: 54,022 shares; 2025Q3: 63,149 shares; 2025Q4: 48,303 shares; 2026Q1: 50,242 shares; 2026Q2: 51,633 shares; 2026Q3: 52,352 shares 52,352 $2.16M 0.24% +719 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,755 shares; 2025Q1: 17,000 shares; 2025Q2: 16,450 shares; 2025Q3: 16,450 shares; 2025Q4: 15,910 shares; 2026Q1: 15,910 shares; 2026Q2: 15,910 shares; 2026Q3: 15,910 shares 15,910 $2.08M 0.23% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares; 2026Q1: 8,432 shares; 2026Q2: 7,838 shares; 2026Q3: 7,810 shares 7,810 $2.06M 0.23% -28 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,255 shares; 2025Q1: 5,471 shares; 2025Q2: 5,480 shares; 2025Q3: 5,293 shares; 2025Q4: 5,301 shares; 2026Q1: 5,200 shares; 2026Q2: 4,983 shares; 2026Q3: 5,739 shares 5,739 $2.06M 0.23% +756 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,509 shares; 2025Q1: 11,979 shares; 2025Q2: 12,332 shares; 2025Q3: 13,593 shares; 2025Q4: 12,843 shares; 2026Q1: 11,621 shares; 2026Q2: 12,584 shares; 2026Q3: 11,517 shares 11,517 $2.06M 0.23% -1,067 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,497 shares; 2025Q1: 4,619 shares; 2025Q2: 4,518 shares; 2025Q3: 4,429 shares; 2025Q4: 4,170 shares; 2026Q1: 4,017 shares; 2026Q2: 16,055 shares; 2026Q3: 15,742 shares 15,742 $1.97M 0.22% -313 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,892 shares 11,892 $1.94M 0.22% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,659 shares; 2025Q1: 2,576 shares; 2025Q2: 2,533 shares; 2025Q3: 2,500 shares; 2025Q4: 2,412 shares; 2026Q1: 2,226 shares; 2026Q2: 5,432 shares; 2026Q3: 13,794 shares 13,794 $1.9M 0.21% +8,362 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,873 shares; 2025Q1: 38,955 shares; 2025Q2: 38,889 shares; 2025Q3: 27,727 shares; 2025Q4: 27,153 shares; 2026Q1: 27,153 shares; 2026Q2: 26,979 shares; 2026Q3: 25,654 shares 25,654 $1.85M 0.21% -1,325 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,791 shares; 2025Q1: 31,293 shares; 2025Q2: 33,425 shares; 2025Q3: 33,450 shares; 2025Q4: 33,155 shares; 2026Q1: 33,816 shares; 2026Q2: 28,178 shares; 2026Q3: 9,988 shares 9,988 $1.84M 0.21% -18,190 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 610 shares; 2025Q1: 667 shares; 2025Q2: 713 shares; 2025Q3: 1,061 shares; 2025Q4: 1,059 shares; 2026Q1: 1,008 shares; 2026Q2: 963 shares; 2026Q3: 995 shares 995 $1.8M 0.2% +32 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,612 shares; 2026Q3: 38,718 shares 38,718 $1.8M 0.2% +27,106 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,956 shares; 2025Q1: 7,978 shares; 2025Q2: 7,954 shares; 2025Q3: 7,910 shares; 2025Q4: 7,726 shares; 2026Q1: 7,809 shares; 2026Q2: 8,700 shares; 2026Q3: 8,854 shares 8,854 $1.73M 0.2% +154 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,844 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 11,844 shares; 2026Q1: 11,844 shares; 2026Q2: 11,844 shares; 2026Q3: 11,844 shares 11,844 $1.71M 0.19% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,739 shares 12,739 $1.71M 0.19% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,055 shares; 2025Q1: 11,000 shares; 2025Q2: 10,088 shares; 2025Q3: 8,988 shares; 2025Q4: 8,824 shares; 2026Q1: 9,590 shares; 2026Q2: 9,590 shares; 2026Q3: 9,905 shares 9,905 $1.67M 0.19% +315 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,074 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares; 2026Q3: 4,150 shares 4,150 $1.65M 0.19% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,105 shares; 2025Q1: 7,236 shares; 2025Q2: 7,038 shares; 2025Q3: 6,565 shares; 2025Q4: 6,301 shares; 2026Q1: 6,216 shares; 2026Q2: 6,927 shares; 2026Q3: 6,910 shares 6,910 $1.6M 0.18% -17 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,110 shares; 2025Q1: 4,980 shares; 2025Q2: 4,770 shares; 2025Q3: 4,255 shares; 2025Q4: 4,166 shares; 2026Q1: 4,214 shares; 2026Q2: 4,640 shares; 2026Q3: 4,711 shares 4,711 $1.59M 0.18% +71 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,130 shares; 2025Q1: 258,189 shares; 2025Q2: 238,103 shares; 2025Q3: 212,028 shares; 2025Q4: 101,176 shares; 2026Q1: 63,055 shares; 2026Q2: 49,911 shares; 2026Q3: 40,789 shares 40,789 $1.53M 0.17% -9,122 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,920 shares; 2025Q1: 3,024 shares; 2025Q2: 3,382 shares; 2025Q3: 3,879 shares; 2025Q4: 3,619 shares; 2026Q1: 3,411 shares; 2026Q2: 3,584 shares; 2026Q3: 3,300 shares 3,300 $1.51M 0.17% -284 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,766 shares; 2025Q1: 16,723 shares; 2025Q2: 16,723 shares; 2025Q3: 16,723 shares; 2025Q4: 16,723 shares; 2026Q1: 16,723 shares; 2026Q2: 16,723 shares; 2026Q3: 16,723 shares 16,723 $1.5M 0.17% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,592 shares; 2025Q1: 17,795 shares; 2025Q2: 18,026 shares; 2025Q3: 18,162 shares; 2025Q4: 17,647 shares; 2026Q1: 17,284 shares; 2026Q2: 16,719 shares; 2026Q3: 17,952 shares 17,952 $1.44M 0.16% +1,233 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,423 shares; 2025Q1: 8,617 shares; 2025Q2: 7,994 shares; 2025Q3: 7,309 shares; 2025Q4: 7,209 shares; 2026Q1: 6,545 shares; 2026Q2: 5,928 shares; 2026Q3: 5,914 shares 5,914 $1.35M 0.15% -14 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,479 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,054 shares; 2025Q4: 4,926 shares; 2026Q1: 4,797 shares; 2026Q2: 4,760 shares; 2026Q3: 5,084 shares 5,084 $1.33M 0.15% +324 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,207 shares; 2025Q1: 14,481 shares; 2025Q2: 14,815 shares; 2025Q3: 14,608 shares; 2025Q4: 14,636 shares; 2026Q1: 14,475 shares; 2026Q2: 15,029 shares; 2026Q3: 15,149 shares 15,149 $1.29M 0.15% +120 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares; 2026Q3: 1,152 shares 1,152 $1.23M 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,517 shares; 2025Q1: 1,413 shares; 2025Q2: 1,365 shares; 2025Q3: 1,370 shares; 2025Q4: 1,347 shares; 2026Q1: 1,360 shares; 2026Q2: 1,411 shares; 2026Q3: 1,345 shares 1,345 $1.22M 0.14% -66 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,631 shares; 2025Q1: 1,637 shares; 2025Q2: 1,653 shares; 2025Q3: 1,657 shares; 2025Q4: 1,609 shares; 2026Q1: 1,586 shares; 2026Q2: 1,644 shares; 2026Q3: 1,643 shares 1,643 $1.11M 0.13% -1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,955 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,742 shares; 2025Q4: 4,044 shares; 2026Q1: 3,984 shares; 2026Q2: 3,876 shares; 2026Q3: 3,851 shares 3,851 $1.1M 0.12% -25 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,533 shares; 2025Q1: 11,211 shares; 2025Q2: 11,240 shares; 2025Q3: 7,816 shares; 2025Q4: 7,921 shares; 2026Q1: 7,871 shares; 2026Q2: 7,871 shares; 2026Q3: 7,586 shares 7,586 $1.03M 0.12% -285 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,139 shares; 2025Q1: 4,785 shares; 2025Q2: 4,786 shares; 2025Q3: 4,547 shares; 2025Q4: 4,240 shares; 2026Q1: 4,165 shares; 2026Q2: 4,138 shares; 2026Q3: 4,122 shares 4,122 $1.02M 0.12% -16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares; 2026Q2: 12,600 shares; 2026Q3: 12,600 shares 12,600 $982K 0.11% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $970K 0.11% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 14,878 shares; 2026Q1: 14,878 shares; 2026Q2: 14,878 shares; 2026Q3: 14,878 shares 14,878 $916K 0.1% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 483,107 shares; 2025Q1: 571,876 shares; 2025Q2: 574,651 shares; 2025Q3: 552,660 shares; 2025Q4: 485,748 shares; 2026Q1: 471,116 shares; 2026Q2: 499,965 shares; 2026Q3: 153,562 shares 153,562 $906K 0.1% -346,403 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,761 shares; 2026Q1: 13,178 shares; 2026Q2: 14,066 shares; 2026Q3: 14,043 shares 14,043 $895K 0.1% -23 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,975 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,590 shares; 2025Q4: 6,511 shares; 2026Q1: 6,511 shares; 2026Q2: 6,490 shares; 2026Q3: 6,490 shares 6,490 $891K 0.1% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,743 shares; 2025Q1: 4,148 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,148 shares; 2026Q2: 3,938 shares; 2026Q3: 3,938 shares 3,938 $873K 0.1% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,280 shares; 2025Q1: 12,530 shares; 2025Q2: 12,347 shares; 2025Q3: 10,030 shares; 2025Q4: 9,537 shares; 2026Q1: 9,064 shares; 2026Q2: 8,458 shares; 2026Q3: 7,068 shares 7,068 $861K 0.1% -1,390 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,220 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares; 2026Q2: 3,070 shares; 2026Q3: 3,070 shares 3,070 $845K 0.1% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,663 shares; 2025Q1: 7,744 shares; 2025Q2: 7,780 shares; 2025Q3: 7,905 shares; 2025Q4: 7,872 shares; 2026Q1: 6,951 shares; 2026Q2: 7,272 shares; 2026Q3: 7,062 shares 7,062 $838K 0.09% -210 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,371 shares; 2025Q1: 14,371 shares; 2025Q2: 14,371 shares; 2025Q3: 14,371 shares; 2025Q4: 14,371 shares; 2026Q1: 14,371 shares; 2026Q2: 14,371 shares; 2026Q3: 14,371 shares 14,371 $831K 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,184 shares; 2025Q1: 5,191 shares; 2025Q2: 5,467 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares; 2026Q3: 4,995 shares 4,995 $831K 0.09% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,378 shares 8,378 $815K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,558 shares; 2025Q1: 6,626 shares; 2025Q2: 6,626 shares; 2025Q3: 6,618 shares; 2025Q4: 6,614 shares; 2026Q1: 6,740 shares; 2026Q2: 6,581 shares; 2026Q3: 7,681 shares 7,681 $798K 0.09% +1,100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,445 shares; 2025Q1: 9,128 shares; 2025Q2: 9,130 shares; 2025Q3: 9,012 shares; 2025Q4: 3,549 shares; 2026Q1: 3,550 shares; 2026Q2: 3,152 shares; 2026Q3: 2,869 shares 2,869 $781K 0.09% -283 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,832 shares; 2025Q1: 138,453 shares; 2025Q2: 135,497 shares; 2025Q3: 161,346 shares; 2025Q4: 200,646 shares; 2026Q1: 270,174 shares; 2026Q2: 276,178 shares; 2026Q3: 57,740 shares 57,740 $776K 0.09% -218,438 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,873 shares; 2026Q1: 6,873 shares; 2026Q2: 6,873 shares; 2026Q3: 6,873 shares 6,873 $771K 0.09% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,807 shares; 2025Q1: 6,134 shares; 2025Q2: 5,843 shares; 2025Q3: 5,490 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares; 2026Q3: 4,690 shares 4,690 $770K 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,879 shares; 2025Q1: 16,629 shares; 2025Q2: 16,894 shares; 2025Q3: 17,496 shares; 2025Q4: 15,009 shares; 2026Q1: 5,675 shares; 2026Q2: 5,494 shares; 2026Q3: 6,393 shares 6,393 $769K 0.09% +899 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,900 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares; 2026Q3: 2,240 shares 2,240 $763K 0.09% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 6,044 shares; 2026Q3: 6,044 shares 6,044 $760K 0.09% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 143,354 shares; 2025Q1: 137,236 shares; 2025Q2: 127,042 shares; 2025Q3: 80,894 shares; 2025Q4: 42,749 shares; 2026Q1: 22,769 shares; 2026Q2: 17,890 shares; 2026Q3: 12,857 shares 12,857 $754K 0.09% -5,033 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,726 shares 16,726 $748K 0.08% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,800 shares; 2025Q1: 3,115 shares; 2025Q2: 3,122 shares; 2025Q3: 3,198 shares; 2025Q4: 3,234 shares; 2026Q1: 2,929 shares; 2026Q2: 3,236 shares; 2026Q3: 3,232 shares 3,232 $742K 0.08% -4 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,049 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 893 shares; 2026Q2: 893 shares; 2026Q3: 893 shares 893 $724K 0.08% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,336 shares 10,336 $722K 0.08% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,228 shares; 2026Q1: 5,420 shares; 2026Q2: 5,936 shares; 2026Q3: 11,793 shares 11,793 $715K 0.08% +5,857 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,070 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 3,970 shares; 2026Q2: 3,892 shares; 2026Q3: 4,567 shares 4,567 $708K 0.08% +675 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares; 2026Q1: 1,731 shares; 2026Q2: 1,731 shares; 2026Q3: 1,630 shares 1,630 $704K 0.08% -101 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,578 shares; 2025Q1: 2,658 shares; 2025Q2: 2,714 shares; 2025Q3: 2,734 shares; 2025Q4: 2,664 shares; 2026Q1: 2,293 shares; 2026Q2: 2,419 shares; 2026Q3: 2,429 shares 2,429 $693K 0.08% +10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,797 shares; 2025Q1: 12,183 shares; 2025Q2: 11,853 shares; 2025Q3: 11,563 shares; 2025Q4: 11,253 shares; 2026Q1: 10,518 shares; 2026Q2: 10,518 shares; 2026Q3: 8,329 shares 8,329 $690K 0.08% -2,189 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,775 shares; 2025Q1: 7,240 shares; 2025Q2: 7,198 shares; 2025Q3: 6,407 shares; 2025Q4: 6,151 shares; 2026Q1: 6,151 shares; 2026Q2: 6,086 shares; 2026Q3: 6,949 shares 6,949 $687K 0.08% +863 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,213 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares; 2026Q3: 2,448 shares 2,448 $674K 0.08% +273 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,899 shares; 2025Q1: 5,917 shares; 2025Q2: 5,772 shares; 2025Q3: 3,654 shares; 2025Q4: 3,481 shares; 2026Q1: 2,932 shares; 2026Q2: 2,932 shares; 2026Q3: 3,402 shares 3,402 $657K 0.07% +470 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,355 shares 13,355 $656K 0.07% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,687 shares; 2026Q1: 1,628 shares; 2026Q2: 1,692 shares; 2026Q3: 1,971 shares 1,971 $641K 0.07% +279 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,764 shares; 2025Q1: 15,040 shares; 2025Q2: 14,828 shares; 2025Q3: 17,350 shares; 2025Q4: 39,479 shares; 2026Q1: 13,614 shares; 2026Q2: 11,607 shares; 2026Q3: 11,148 shares 11,148 $641K 0.07% -459 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,612 shares; 2025Q1: 1,666 shares; 2025Q2: 1,982 shares; 2025Q3: 2,041 shares; 2025Q4: 1,988 shares; 2026Q1: 1,877 shares; 2026Q2: 3,037 shares; 2026Q3: 2,863 shares 2,863 $634K 0.07% -174 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,661 shares; 2026Q3: 3,137 shares 3,137 $626K 0.07% +476 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,007 shares; 2025Q1: 10,578 shares; 2025Q2: 11,809 shares; 2025Q3: 12,328 shares; 2025Q4: 12,237 shares; 2026Q1: 12,072 shares; 2026Q2: 12,372 shares; 2026Q3: 12,526 shares 12,526 $610K 0.07% +154 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares; 2026Q3: 2,143 shares 2,143 $596K 0.07% +328 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,932 shares; 2025Q1: 2,478 shares; 2025Q2: 2,496 shares; 2025Q3: 2,535 shares; 2025Q4: 2,490 shares; 2026Q1: 2,483 shares; 2026Q2: 2,284 shares; 2026Q3: 2,223 shares 2,223 $594K 0.07% -61 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 658 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 679 shares; 2025Q4: 618 shares; 2026Q1: 604 shares; 2026Q2: 566 shares; 2026Q3: 559 shares 559 $592K 0.07% -7 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,877 shares; 2025Q1: 1,632 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,457 shares; 2026Q3: 1,362 shares 1,362 $554K 0.06% -95 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,874 shares 4,874 $550K 0.06% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,560 shares; 2026Q3: 22,296 shares 22,296 $547K 0.06% -264 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 434 shares; 2026Q3: 573 shares 573 $545K 0.06% +139 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,924 shares; 2026Q2: 21,622 shares; 2026Q3: 22,733 shares 22,733 $534K 0.06% +1,111 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,603 shares; 2026Q2: 17,129 shares; 2026Q3: 13,952 shares 13,952 $529K 0.06% -3,177 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,381 shares 15,381 $510K 0.06% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,580 shares; 2025Q1: 32,197 shares; 2025Q2: 32,197 shares; 2025Q3: 32,197 shares; 2025Q4: 31,078 shares; 2026Q1: 31,078 shares; 2026Q2: 31,078 shares; 2026Q3: 29,706 shares 29,706 $506K 0.06% -1,372 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 760 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 966 shares; 2026Q3: 1,016 shares 1,016 $506K 0.06% +50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares; 2026Q3: 5,890 shares 5,890 $497K 0.06% +3,450 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,863 shares; 2025Q1: 111,889 shares; 2025Q2: 111,433 shares; 2025Q3: 110,606 shares; 2025Q4: 83,129 shares; 2026Q1: 25,507 shares; 2026Q2: 11,219 shares; 2026Q3: 7,953 shares 7,953 $481K 0.05% -3,266 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,041 shares 2,041 $476K 0.05% new Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,581 shares; 2025Q1: 6,617 shares; 2025Q2: 6,656 shares; 2025Q3: 6,694 shares; 2025Q4: 6,730 shares; 2026Q1: 6,772 shares; 2026Q2: 6,813 shares; 2026Q3: 6,847 shares 6,847 $471K 0.05% +34 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares; 2026Q2: 427 shares; 2026Q3: 620 shares 620 $459K 0.05% +193 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,811 shares; 2026Q3: 4,891 shares 4,891 $458K 0.05% +1,080 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,872 shares; 2025Q1: 7,763 shares; 2025Q2: 7,898 shares; 2025Q3: 8,326 shares; 2025Q4: 4,235 shares; 2026Q1: 4,205 shares; 2026Q2: 3,748 shares; 2026Q3: 3,629 shares 3,629 $454K 0.05% -119 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,952 shares 15,952 $445K 0.05% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,181 shares; 2025Q1: 5,938 shares; 2025Q2: 6,075 shares; 2025Q3: 5,852 shares; 2025Q4: 5,845 shares; 2026Q1: 4,248 shares; 2026Q2: 3,883 shares; 2026Q3: 4,156 shares 4,156 $440K 0.05% +273 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 1,626 shares; 2026Q3: 1,939 shares 1,939 $426K 0.05% +313 Timeline QYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,984 shares 13,984 $425K 0.05% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,795 shares 8,795 $423K 0.05% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,013 shares; 2025Q1: 52,520 shares; 2025Q2: 55,982 shares; 2025Q3: 59,036 shares; 2025Q4: 50,382 shares; 2026Q1: 54,899 shares; 2026Q2: 19,349 shares; 2026Q3: 8,347 shares 8,347 $422K 0.05% -11,002 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,191 shares; 2025Q1: 18,606 shares; 2025Q2: 18,625 shares; 2025Q3: 17,455 shares; 2025Q4: 17,492 shares; 2026Q1: 17,511 shares; 2026Q2: 17,528 shares; 2026Q3: 17,547 shares 17,547 $416K 0.05% +19 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares; 2026Q1: 4,318 shares; 2026Q2: 4,628 shares; 2026Q3: 3,829 shares 3,829 $404K 0.05% -799 Timeline DURA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,540 shares 10,540 $403K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,708 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares; 2026Q3: 2,150 shares 2,150 $399K 0.05% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,394 shares; 2026Q2: 1,603 shares; 2026Q3: 1,647 shares 1,647 $397K 0.04% +44 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,124 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,103 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 1,598 shares; 2026Q3: 2,098 shares 2,098 $395K 0.04% +500 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares; 2026Q3: 11,500 shares 11,500 $381K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 599 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares; 2026Q3: 753 shares 753 $364K 0.04% +190 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,763 shares; 2025Q1: 18,796 shares; 2025Q2: 15,001 shares; 2025Q3: 10,957 shares; 2025Q4: 10,957 shares; 2026Q1: 10,957 shares; 2026Q2: 7,776 shares; 2026Q3: 7,776 shares 7,776 $363K 0.04% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,203 shares; 2025Q1: 34,203 shares; 2025Q2: 34,203 shares; 2025Q3: 34,203 shares; 2025Q4: 26,100 shares; 2026Q1: 26,100 shares; 2026Q2: 26,100 shares; 2026Q3: 26,100 shares 26,100 $361K 0.04% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,000 shares 13,000 $355K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,915 shares; 2025Q1: 5,237 shares; 2025Q2: 4,944 shares; 2025Q3: 4,360 shares; 2025Q4: 7,236 shares; 2026Q1: 6,836 shares; 2026Q2: 6,836 shares; 2026Q3: 5,678 shares 5,678 $349K 0.04% -1,158 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,411 shares 18,411 $342K 0.04% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares; 2026Q3: 5,100 shares 5,100 $341K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,337 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 2,337 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares; 2026Q3: 1,087 shares 1,087 $339K 0.04% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,993 shares 2,993 $335K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,134 shares; 2025Q1: 6,169 shares; 2025Q2: 9,669 shares; 2025Q3: 9,077 shares; 2025Q4: 6,019 shares; 2026Q1: 6,019 shares; 2026Q2: 6,098 shares; 2026Q3: 6,098 shares 6,098 $332K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,028 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,028 shares; 2026Q2: 3,028 shares; 2026Q3: 3,028 shares 3,028 $323K 0.04% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,517 shares; 2025Q1: 24,334 shares; 2025Q2: 24,560 shares; 2025Q3: 25,088 shares; 2025Q4: 24,287 shares; 2026Q1: 21,008 shares; 2026Q2: 23,339 shares; 2026Q3: 17,000 shares 17,000 $321K 0.04% -6,339 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,515 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares; 2026Q3: 847 shares 847 $317K 0.04% -20 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,716 shares; 2025Q1: 7,918 shares; 2025Q2: 7,109 shares; 2025Q3: 6,109 shares; 2025Q4: 5,487 shares; 2026Q1: 5,487 shares; 2026Q2: 5,487 shares; 2026Q3: 5,487 shares 5,487 $313K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares; 2026Q3: 455 shares 455 $306K 0.03% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,678 shares 3,678 $280K 0.03% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,893 shares 6,893 $280K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,305 shares; 2025Q1: 2,543 shares; 2025Q2: 2,274 shares; 2025Q3: 1,706 shares; 2025Q4: 1,806 shares; 2026Q1: 1,836 shares; 2026Q2: 1,836 shares; 2026Q3: 1,411 shares 1,411 $264K 0.03% -425 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,889 shares 5,889 $262K 0.03% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,684 shares; 2025Q1: 16,018 shares; 2025Q2: 16,018 shares; 2025Q3: 16,018 shares; 2025Q4: 16,018 shares; 2026Q1: 14,890 shares; 2026Q2: 14,890 shares; 2026Q3: 14,890 shares 14,890 $261K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,026 shares 3,026 $260K 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,237 shares 1,237 $260K 0.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,971 shares; 2025Q1: 3,157 shares; 2025Q2: 3,710 shares; 2025Q3: 2,880 shares; 2025Q4: not reported; 2026Q1: 3,631 shares; 2026Q2: 3,530 shares; 2026Q3: 2,484 shares 2,484 $260K 0.03% -1,046 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,399 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,235 shares; 2026Q3: 1,235 shares 1,235 $259K 0.03% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,739 shares 2,739 $252K 0.03% new Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,742 shares 10,742 $244K 0.03% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,776 shares; 2025Q1: 69,539 shares; 2025Q2: 69,267 shares; 2025Q3: 69,349 shares; 2025Q4: 47,581 shares; 2026Q1: 5,085 shares; 2026Q2: 3,429 shares; 2026Q3: 3,658 shares 3,658 $244K 0.03% +229 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,217 shares 3,217 $244K 0.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,227 shares; 2025Q1: 12,227 shares; 2025Q2: 12,227 shares; 2025Q3: 6,949 shares; 2025Q4: 6,949 shares; 2026Q1: 6,014 shares; 2026Q2: 6,014 shares; 2026Q3: 4,449 shares 4,449 $238K 0.03% -1,565 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 530 shares 530 $236K 0.03% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,232 shares; 2025Q1: 3,085 shares; 2025Q2: 3,290 shares; 2025Q3: 3,063 shares; 2025Q4: 3,247 shares; 2026Q1: 2,508 shares; 2026Q2: 1,912 shares; 2026Q3: 1,755 shares 1,755 $222K 0.03% -157 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares; 2026Q3: 1,585 shares 1,585 $214K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 496 shares 496 $213K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares; 2025Q3: 1,215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 976 shares; 2026Q3: 976 shares 976 $211K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,320 shares; 2026Q3: 4,320 shares 4,320 $201K 0.02% 0 Timeline