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ABOUND FINANCIAL, LLC

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13F filer, CIK 2024264, GRANITE BAY, CA

ABOUND FINANCIAL, LLC reported $250,837,764 across 297 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001786

Period
2026-06-30
Reported value
$251M
Holdings
297
Top 10 weight
72.85%
New
27
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARKKadded+48,752$3.94M
AAPLadded+2,544$736K
BKNGadded+2,160$385K
IBITadded+10,715$357K
ETHAadded+28,850$343K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPSMreduced-68,603-$3.96M
SPYGreduced-29,610-$3.52M
SLYGreduced-8,270-$985K
SPDWreduced-7,836-$395K
SPTMreduced-3,537-$321K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001786, largest first. % of portfolio is the value over $250,837,764, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 532,819 shares; 2025Q1: 562,256 shares; 2025Q2: 617,093 shares; 2025Q3: 619,689 shares; 2025Q4: 584,730 shares; 2026Q1: 542,399 shares; 2026Q2: 473,796 shares 473,796$27.3M10.89%-68,603Timeline
OAKMHARRIS OAKMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601,503 shares; 2025Q3: 613,880 shares; 2025Q4: 927,599 shares; 2026Q1: 931,034 shares; 2026Q2: 925,844 shares 925,844$26.1M10.4%-5,190Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277,191 shares; 2025Q1: 294,699 shares; 2025Q2: 301,098 shares; 2025Q3: 317,216 shares; 2025Q4: 316,605 shares; 2026Q1: 287,728 shares; 2026Q2: 284,191 shares 284,191$25.8M10.29%-3,537Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 269,315 shares; 2025Q1: 287,164 shares; 2025Q2: 322,803 shares; 2025Q3: 320,526 shares; 2025Q4: 266,594 shares; 2026Q1: 236,915 shares; 2026Q2: 207,305 shares 207,305$24.7M9.83%-29,610Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 243,378 shares; 2025Q1: 255,740 shares; 2025Q2: 283,471 shares; 2025Q3: 286,141 shares; 2025Q4: 436,580 shares; 2026Q1: 401,624 shares; 2026Q2: 400,406 shares 400,406$24.3M9.7%-1,218Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 370,015 shares; 2025Q1: 371,749 shares; 2025Q2: 376,439 shares; 2025Q3: 385,755 shares; 2025Q4: 364,087 shares; 2026Q1: 334,411 shares; 2026Q2: 326,575 shares 326,575$16.5M6.56%-7,836Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 212,936 shares; 2025Q1: 207,094 shares; 2025Q2: 206,302 shares; 2025Q3: 196,893 shares; 2025Q4: 180,767 shares; 2026Q1: 173,920 shares; 2026Q2: 171,027 shares 171,027$15M5.99%-2,893Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 162,675 shares; 2025Q1: 120,937 shares; 2025Q2: 123,943 shares; 2025Q3: 132,113 shares; 2025Q4: 129,478 shares; 2026Q1: 117,294 shares; 2026Q2: 116,316 shares 116,316$7.86M3.13%-978Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,418 shares; 2025Q4: 107,948 shares; 2026Q1: 101,439 shares; 2026Q2: 101,352 shares 101,352$7.67M3.06%-87Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298,248 shares; 2025Q1: 277,233 shares; 2025Q2: 269,473 shares; 2025Q3: 270,426 shares; 2025Q4: 287,620 shares; 2026Q1: 265,708 shares; 2026Q2: 264,608 shares 264,608$7.51M2.99%-1,100Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,259 shares; 2026Q2: 76,011 shares 76,011$6.14M2.45%+48,752Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250,132 shares; 2025Q1: 242,923 shares; 2025Q2: 255,526 shares; 2025Q3: 256,590 shares; 2025Q4: 280,955 shares; 2026Q1: 266,628 shares; 2026Q2: 265,292 shares 265,292$5.92M2.36%-1,336Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161,453 shares; 2025Q1: 160,921 shares; 2025Q2: 191,535 shares; 2025Q3: 197,497 shares; 2025Q4: 216,748 shares; 2026Q1: 93,642 shares; 2026Q2: 93,301 shares 93,301$4.83M1.93%-341Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 108,724 shares; 2025Q1: 102,179 shares; 2025Q2: 107,975 shares; 2025Q3: 107,889 shares; 2025Q4: 119,293 shares; 2026Q1: 103,952 shares; 2026Q2: 103,126 shares 103,126$3.45M1.38%-826Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,194 shares; 2025Q1: 10,196 shares; 2025Q2: 10,198 shares; 2025Q3: 9,300 shares; 2025Q4: 8,170 shares; 2026Q1: 8,143 shares; 2026Q2: 10,687 shares 10,687$3.09M1.23%+2,544Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,851 shares; 2025Q1: 19,852 shares; 2025Q2: 19,853 shares; 2025Q3: 19,184 shares; 2025Q4: 18,051 shares; 2026Q1: 17,895 shares; 2026Q2: 17,791 shares 17,791$2.77M1.1%-104Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,809 shares; 2025Q1: 7,669 shares; 2025Q2: 7,669 shares; 2025Q3: 7,429 shares; 2025Q4: 7,151 shares; 2026Q1: 6,974 shares; 2026Q2: 6,583 shares 6,583$2.35M0.94%-391Timeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,600 shares; 2025Q1: 28,053 shares; 2025Q2: 27,792 shares; 2025Q3: 26,647 shares; 2025Q4: 24,713 shares; 2026Q1: 24,713 shares; 2026Q2: 24,334 shares 24,334$2.12M0.85%-379Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117,565 shares; 2025Q1: 112,639 shares; 2025Q2: 110,361 shares; 2025Q3: 102,222 shares; 2025Q4: 81,880 shares; 2026Q1: 78,013 shares; 2026Q2: 76,377 shares 76,377$1.92M0.77%-1,636Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,457 shares; 2025Q1: 8,934 shares; 2025Q2: 8,870 shares; 2025Q3: 8,601 shares; 2025Q4: 8,160 shares; 2026Q1: 7,705 shares; 2026Q2: 7,364 shares 7,364$1.57M0.62%-341Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,418 shares; 2025Q1: 6,199 shares; 2025Q2: 6,200 shares; 2025Q3: 4,707 shares; 2025Q4: 4,670 shares; 2026Q1: 4,285 shares; 2026Q2: 4,133 shares 4,133$1.54M0.61%-152Timeline
QVMSINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,624 shares; 2025Q1: 50,624 shares; 2025Q2: 50,287 shares; 2025Q3: 50,287 shares; 2025Q4: 46,366 shares; 2026Q1: 46,266 shares; 2026Q2: 43,224 shares 43,224$1.52M0.6%-3,042Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,071 shares; 2025Q1: 10,382 shares; 2025Q2: 10,718 shares; 2025Q3: 11,305 shares; 2025Q4: 22,220 shares; 2026Q1: 33,917 shares; 2026Q2: 44,632 shares 44,632$1.49M0.59%+10,715Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 2,003 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,198 shares 2,198$1.44M0.57%-2Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,353 shares; 2025Q4: 58,001 shares; 2026Q1: 91,624 shares; 2026Q2: 120,474 shares 120,474$1.43M0.57%+28,850Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,022 shares; 2025Q1: 2,590 shares; 2025Q2: 2,807 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,336 shares; 2026Q2: 2,456 shares 2,456$1.03M0.41%+120Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,573 shares; 2025Q1: 2,308 shares; 2025Q2: 2,309 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares; 2026Q1: 2,202 shares; 2026Q2: 2,162 shares 2,162$1.03M0.41%-40Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,016 shares; 2025Q1: 1,833 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,685 shares; 2026Q1: 1,666 shares; 2026Q2: 1,570 shares 1,570$806K0.32%-96Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,563 shares; 2025Q4: 1,506 shares; 2026Q1: 1,506 shares; 2026Q2: 1,609 shares 1,609$805K0.32%+103Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,662 shares; 2025Q1: 4,663 shares; 2025Q2: 4,558 shares; 2025Q3: 4,386 shares; 2025Q4: 4,387 shares; 2026Q1: 4,328 shares; 2026Q2: 4,299 shares 4,299$780K0.31%-29Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,371 shares; 2025Q1: 18,959 shares; 2025Q2: 18,558 shares; 2025Q3: 18,414 shares; 2025Q4: 16,043 shares; 2026Q1: 14,429 shares; 2026Q2: 13,979 shares 13,979$758K0.3%-450Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,382 shares; 2025Q1: 7,749 shares; 2025Q2: 6,821 shares; 2025Q3: 6,850 shares; 2025Q4: 6,497 shares; 2026Q1: 5,853 shares; 2026Q2: 6,312 shares 6,312$739K0.29%+459Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,503 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 3,033 shares; 2026Q1: 3,013 shares; 2026Q2: 3,013 shares 3,013$718K0.29%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,647 shares; 2025Q1: 15,031 shares; 2025Q2: 15,917 shares; 2025Q3: 15,855 shares; 2025Q4: 14,413 shares; 2026Q1: 11,836 shares; 2026Q2: 13,256 shares 13,256$663K0.26%+1,420Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 831 shares; 2026Q2: 815 shares 815$573K0.23%-16Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 735 shares; 2025Q3: 725 shares; 2025Q4: 797 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735$541K0.22%0Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,442 shares; 2025Q1: 4,442 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares; 2026Q1: 4,442 shares; 2026Q2: 4,442 shares 4,442$490K0.2%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,123 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,883 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,710 shares 1,710$484K0.19%-96Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,681 shares; 2025Q1: 4,681 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares; 2026Q2: 4,232 shares 4,232$432K0.17%-449Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,127 shares; 2025Q1: 4,128 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 4,128 shares; 2026Q2: 4,128 shares 4,128$425K0.17%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,705 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares; 2026Q1: 5,406 shares; 2026Q2: 5,406 shares 5,406$410K0.16%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 93 shares; 2026Q1: 91 shares; 2026Q2: 2,251 shares 2,251$401K0.16%+2,160Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 553 shares 553$400K0.16%+362Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,218 shares; 2025Q1: 4,967 shares; 2025Q2: 5,029 shares; 2025Q3: 4,356 shares; 2025Q4: 4,460 shares; 2026Q1: 4,256 shares; 2026Q2: 4,391 shares 4,391$382K0.15%+135Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 3,254 shares 3,254$369K0.15%+1,932Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 869 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992$367K0.15%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,363 shares; 2025Q1: 1,157 shares; 2025Q2: 1,144 shares; 2025Q3: 1,114 shares; 2025Q4: 1,030 shares; 2026Q1: 1,051 shares; 2026Q2: 1,026 shares 1,026$352K0.14%-25Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,590 shares; 2025Q1: 1,579 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,029 shares; 2026Q1: 613 shares; 2026Q2: 609 shares 609$343K0.14%-4Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,891 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,345 shares; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares; 2026Q2: 2,207 shares 2,207$323K0.13%-47Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,491 shares; 2025Q1: 4,493 shares; 2025Q2: 4,494 shares; 2025Q3: 4,495 shares; 2025Q4: 4,496 shares; 2026Q1: 4,497 shares; 2026Q2: 4,498 shares 4,498$310K0.12%+1Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 3,322 shares; 2026Q2: 3,322 shares 3,322$299K0.12%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,574 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,597 shares 1,597$289K0.12%+100Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980$280K0.11%0Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,269 shares; 2025Q3: 1,133 shares; 2025Q4: 901 shares; 2026Q1: 866 shares; 2026Q2: 824 shares 824$276K0.11%-42Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,063 shares; 2025Q1: 5,080 shares; 2025Q2: not reported; 2025Q3: 4,687 shares; 2025Q4: 4,439 shares; 2026Q1: 4,108 shares; 2026Q2: 5,239 shares 5,239$273K0.11%+1,131Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,988 shares; 2025Q1: 1,914 shares; 2025Q2: 1,878 shares; 2025Q3: 1,804 shares; 2025Q4: 1,809 shares; 2026Q1: 1,919 shares; 2026Q2: 1,923 shares 1,923$263K0.1%+4Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090$255K0.1%0Timeline
CALIBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$253K0.1%newTimeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,638 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares; 2025Q4: 1,385 shares; 2026Q1: 1,358 shares; 2026Q2: 1,327 shares 1,327$250K0.1%-31Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 225 shares 225$240K0.1%+200Timeline
GRNBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,097 shares; 2025Q1: 14,192 shares; 2025Q2: 12,140 shares; 2025Q3: 12,008 shares; 2025Q4: 9,887 shares; 2026Q1: 9,324 shares; 2026Q2: 9,801 shares 9,801$237K0.09%+477Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,533 shares; 2025Q3: 1,361 shares; 2025Q4: 1,064 shares; 2026Q1: 1,019 shares; 2026Q2: 966 shares 966$210K0.08%-53Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 4,504 shares; 2026Q1: 4,504 shares; 2026Q2: 4,504 shares 4,504$205K0.08%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,760 shares; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642$204K0.08%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924$203K0.08%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344$200K0.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520$196K0.08%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730$184K0.07%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$180K0.07%0Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,697 shares; 2025Q1: 2,266 shares; 2025Q2: 1,958 shares; 2025Q3: 1,968 shares; 2025Q4: 1,888 shares; 2026Q1: 1,780 shares; 2026Q2: 1,163 shares 1,163$180K0.07%-617Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225$168K0.07%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 1,280 shares 1,280$159K0.06%+960Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,171 shares 2,171$155K0.06%newTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,439 shares; 2026Q1: 3,439 shares; 2026Q2: 3,439 shares 3,439$153K0.06%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200$143K0.06%newTimeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440$140K0.06%0Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 944 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944$134K0.05%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 515 shares 515$131K0.05%+100Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395$129K0.05%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200$127K0.05%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 166 shares 166$127K0.05%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357$126K0.05%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 848 shares; 2026Q1: 787 shares; 2026Q2: 771 shares 771$121K0.05%-16Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699$116K0.05%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 304 shares; 2026Q2: 291 shares 291$116K0.05%-13Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595$113K0.05%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400$112K0.04%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 861 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843$112K0.04%0Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: 435 shares; 2026Q2: 410 shares 410$109K0.04%-25Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 739 shares 739$108K0.04%+200Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173$108K0.04%0Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$104K0.04%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 203 shares 203$103K0.04%-17Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,851 shares; 2025Q1: 55,569 shares; 2025Q2: 53,196 shares; 2025Q3: 53,112 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares; 2026Q2: 1,901 shares 1,901$102K0.04%0Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448$95.4K0.04%0Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020$92.4K0.04%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 786 shares 786$92.3K0.04%+200Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,605 shares; 2025Q1: 2,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457$88.3K0.04%0Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,031 shares; 2026Q1: 4,031 shares; 2026Q2: 6,590 shares 6,590$87.7K0.03%+2,559Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,390 shares 1,390$83.6K0.03%-22Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215$83K0.03%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253$76K0.03%0Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 1,200 shares 1,200$75.2K0.03%+800Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: 375 shares; 2026Q2: 341 shares 341$75.1K0.03%-34Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,817 shares; 2025Q1: 6,356 shares; 2025Q2: 7,915 shares; 2025Q3: 7,870 shares; 2025Q4: 7,064 shares; 2026Q1: 5,418 shares; 2026Q2: 1,711 shares 1,711$74.4K0.03%-3,707Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308$72.7K0.03%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195$71.8K0.03%0Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650$71.6K0.03%0Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,233 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233$71.1K0.03%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710$68.6K0.03%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230$67.3K0.03%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 185 shares 185$65.2K0.03%+100Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90$61.8K0.02%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400$57.3K0.02%newTimeline
PLBCPLUMAS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970$56.7K0.02%0Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323$56.3K0.02%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110$56.1K0.02%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 764 shares 764$55K0.02%+100Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 467 shares 467$54.5K0.02%+200Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193$54.5K0.02%0Timeline
ENZLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173$52.5K0.02%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299$51.9K0.02%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83,415 shares; 2025Q1: 91,194 shares; 2025Q2: 118,722 shares; 2025Q3: 105,603 shares; 2025Q4: 35,673 shares; 2026Q1: 665 shares; 2026Q2: 651 shares 651$51.7K0.02%-14Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100,602 shares; 2025Q1: 2,838 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares; 2026Q2: 2,712 shares 2,712$50.7K0.02%0Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300$50.5K0.02%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161$50.5K0.02%0Timeline
TCBKTRICO BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908$48.9K0.02%0Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,548 shares; 2025Q1: 3,671 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,315 shares; 2026Q1: 3,074 shares; 2026Q2: 1,034 shares 1,034$48.6K0.02%-2,040Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 519 shares 519$47.8K0.02%-90Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 889 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491$47.2K0.02%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202$45.9K0.02%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250$43.9K0.02%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,944 shares; 2025Q1: 10,981 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 276 shares 276$43.8K0.02%+275Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 236 shares 236$43.6K0.02%-20Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156$43.6K0.02%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares; 2026Q2: 167 shares 167$43.5K0.02%0Timeline
SPVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559 shares; 2026Q1: 562 shares; 2026Q2: 564 shares 564$42K0.02%+2Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382$41.7K0.02%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117$41.4K0.02%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,054 shares; 2025Q1: 2,070 shares; 2025Q2: 2,086 shares; 2025Q3: 2,101 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323$40.9K0.02%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$40.9K0.02%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542$40.3K0.02%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273$39.1K0.02%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75$38.7K0.02%0Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725$38.3K0.02%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 112 shares 112$38K0.02%-10Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458$37.5K0.01%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141$35.5K0.01%0Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98$34.3K0.01%0Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205$32.4K0.01%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246$31.6K0.01%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216$31.2K0.01%0Timeline
USMCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418$31K0.01%0Timeline
DAPPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares; 2026Q2: 1,555 shares 1,555$30.1K0.01%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,941 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares 1,238$29.8K0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98$29.2K0.01%0Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,067 shares 1,067$29.2K0.01%0Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$29.1K0.01%0Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800$29K0.01%0Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares; 2026Q2: 2,143 shares 2,143$27.3K0.01%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336$27.3K0.01%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$27.3K0.01%0Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 698 shares 698$27.3K0.01%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98$26.5K0.01%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135$26.2K0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298 shares 298$25.7K0.01%newTimeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312$25.7K0.01%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$25.5K0.01%newTimeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 441 shares 441$25.5K0.01%+69Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110$25.3K0.01%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80$25.2K0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60$24.4K0.01%newTimeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218$24.4K0.01%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324$23.1K0.01%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145$22.7K0.01%0Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873$22.7K0.01%0Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares 1,345$22.6K0.01%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260$21.5K0.01%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105$21.5K0.01%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156$21.2K0.01%0Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,569 shares 2,569$20.2K0.01%newTimeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148$19.5K0.01%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52$19.4K0.01%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109$19.3K0.01%0Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares 466$19.3K0.01%newTimeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 784 shares 784$19.2K0.01%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209$19K0.01%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$19K0.01%newTimeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754$18.5K0.01%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131$17.7K0.01%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares 141$17.4K0.01%newTimeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256$17.2K0.01%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 144 shares 144$17.2K0.01%+63Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154$16.6K0.01%0Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87 shares 87$16.5K0.01%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$16.4K0.01%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 245 shares 245$16.1K0.01%+196Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50$15.7K0.01%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$15.5K0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 417 shares; 2026Q1: 160 shares; 2026Q2: 107 shares 107$14.9K0.01%-53Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140$14.5K0.01%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271$14.5K0.01%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$14.4K0.01%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75$14.3K0.01%0Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 120 shares 120$13.9K0.01%-120Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145$13.8K0.01%0Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85$13.6K0.01%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120$13.2K0.01%0Timeline
HYDRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247$13.1K0.01%0Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 515 shares 515$12.7K0.01%-515Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66$12.4K<0.01%newTimeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80$12.1K<0.01%newTimeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10$11.6K<0.01%0
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$11.5K<0.01%0Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457$11.2K<0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107$11.1K<0.01%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68$11K<0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75$11K<0.01%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$10.8K<0.01%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44$10.5K<0.01%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247$10.5K<0.01%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$9.83K<0.01%0Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 26,083 shares; 2025Q3: 26,195 shares; 2025Q4: 29,130 shares; 2026Q1: 8,351 shares; 2026Q2: 81 shares 81$9.65K<0.01%-8,270Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$9.54K<0.01%newTimeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: 146 shares; 2026Q2: 87 shares 87$9.26K<0.01%-59Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53$9.06K<0.01%newTimeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119$8.67K<0.01%0Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$8.66K<0.01%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 116 shares 116$8.32K<0.01%-16Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74$8.29K<0.01%0Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$8.17K<0.01%0Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120$8.1K<0.01%0Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270$7.97K<0.01%0Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 386 shares; 2026Q2: 193 shares 193$7.78K<0.01%-193Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168$7.17K<0.01%0Timeline
SBETSHARPLINK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,487 shares 1,487$7.14K<0.01%0Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155$7.09K<0.01%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85$6.93K<0.01%0Timeline
PURRHYPERLIQUID STRATEGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 859 shares 859$6.76K<0.01%+502Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7$6.73K<0.01%0Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$6.66K<0.01%0Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140$6.66K<0.01%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473 shares; 2026Q1: 438 shares; 2026Q2: 114 shares 114$6.5K<0.01%-324Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,482 shares; 2026Q1: 268 shares; 2026Q2: 276 shares 276$6.07K<0.01%+8Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110$6.05K<0.01%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$6.04K<0.01%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77$6.02K<0.01%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$5.71K<0.01%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37$5.6K<0.01%0Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$5.2K<0.01%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,228 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96$5.1K<0.01%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3$5.09K<0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47$5.07K<0.01%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 84 shares 84$5.01K<0.01%-140Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$4.87K<0.01%newTimeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74$4.58K<0.01%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33$4.48K<0.01%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 184 shares 184$3.81K<0.01%+12Timeline
ROOTROOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68$3.8K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 147 shares 147$3.47K<0.01%+23Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 33 shares 33$3.31K<0.01%0Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133$3.23K<0.01%0Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203$3.05K<0.01%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30$2.98K<0.01%0Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58$2.89K<0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37$2.65K<0.01%0Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 161 shares; 2026Q2: 136 shares 136$2.37K<0.01%-25Timeline
CLOVCLOVER HEALTH INVESTMENTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452$2.37K<0.01%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2$2.35K<0.01%0Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115$2.16K<0.01%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10$2K<0.01%0Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300$1.87K<0.01%0Timeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57$1.77K<0.01%0Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares 145$1.61K<0.01%newTimeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112$1.55K<0.01%0Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15$1.43K<0.01%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$1.39K<0.01%newTimeline
BYRNBYRNA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$1.34K<0.01%0Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29$1.18K<0.01%0Timeline
ZEOZEO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520$1K<0.01%0Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80$905<0.01%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,425 shares; 2025Q1: 18,462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4$762<0.01%0Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100$634<0.01%0Timeline
ORBSEIGHTCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870$605<0.01%0Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,238 shares; 2025Q1: 18,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$370<0.01%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4$326<0.01%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,128 shares; 2025Q1: 27,064 shares; 2025Q2: 25,539 shares; 2025Q3: 25,463 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3$321<0.01%0Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$310<0.01%0Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$293<0.01%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 8 shares 8$288<0.01%-4Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1$270<0.01%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$245<0.01%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,316 shares; 2025Q2: 6,286 shares; 2025Q3: 6,199 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$198<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3$192<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 6 shares 6$160<0.01%+2Timeline
BRCCBRC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122$135<0.01%0Timeline
BMBLBUMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31$99<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AVYAVERY DENNISON CORP400$69.1Kshares
COSTCOSTCO WHOLESALE CORPORATION61$60.8Kshares
GRABGRAB HOLDINGS LIMITED10,000$36.6Kshares
GILDGILEAD SCIENCES INC191$26.6Kshares
CTRACOTERRA ENERGY INC666$23.4Kshares
IYTISHARES TR292$21.8Kshares
QRVOQORVO INC269$20.8Kshares
CNRGSPDR SERIES TRUST144$13Kshares
ECHOECHOSTAR CORP87$10.2Kshares
DAWNDAY ONE BIOPHARMACEUTICALS I327$7.01Kshares
DDDUPONT DE NEMOURS INC100$4.58Kshares
PTENPATTERSON-UTI ENERGY INC400$4.33Kshares
HYPDHYPERION DEFI INC890$3.07Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001786 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001786 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001420506-26-000784 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR/A 0001420506-26-000431 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001986152-26-000031 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001420506-25-002986 Quarter ended 2025-09-302025-11-04acceptance time not in the bulk data set
13F-HR 0001420506-25-001993 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001420506-25-000836 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001986152-25-000016 Quarter ended 2024-12-312025-02-04acceptance time not in the bulk data set