SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546,769 shares; 2024Q4: 12,226,421 shares; 2025Q1: 10,239,963 shares; 2025Q2: 8,029,770 shares; 2025Q3: 7,584,434 shares 7,584,434 $594M 25.78% -445,336 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,786,079 shares; 2024Q4: 10,826,570 shares; 2025Q1: 12,746,076 shares; 2025Q2: 12,188,851 shares; 2025Q3: 9,819,587 shares 9,819,587 $413M 17.91% -2,369,264 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,775 shares; 2024Q4: 2,160,553 shares; 2025Q1: 2,176,576 shares; 2025Q2: 2,707,404 shares; 2025Q3: 9,275,964 shares 9,275,964 $322M 13.98% +6,568,560 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,669,679 shares; 2025Q3: 5,249,253 shares 5,249,253 $182M 7.89% +2,579,574 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,551,789 shares; 2024Q4: 16,600,090 shares; 2025Q1: 10,778,123 shares; 2025Q2: 11,517,435 shares; 2025Q3: 6,753,973 shares 6,753,973 $180M 7.79% -4,763,462 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,892,825 shares; 2025Q2: 2,026,502 shares; 2025Q3: 3,606,368 shares 3,606,368 $96.8M 4.2% +1,579,866 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,027 shares; 2024Q4: 1,971,569 shares; 2025Q1: 2,949,200 shares; 2025Q2: 3,224,993 shares; 2025Q3: 1,521,408 shares 1,521,408 $77.3M 3.35% -1,703,585 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,237 shares; 2024Q4: 1,755,024 shares; 2025Q1: 1,380,697 shares; 2025Q2: 1,212,690 shares; 2025Q3: 1,251,592 shares 1,251,592 $39.9M 1.73% +38,902 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,346 shares; 2024Q4: 384,059 shares; 2025Q1: 794,795 shares; 2025Q2: 757,244 shares; 2025Q3: 836,450 shares 836,450 $36.7M 1.59% +79,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,767 shares; 2024Q4: 54,351 shares; 2025Q1: 51,429 shares; 2025Q2: 47,229 shares; 2025Q3: 45,254 shares 45,254 $30.1M 1.31% -1,975 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,438 shares; 2024Q4: 349,282 shares; 2025Q1: 355,189 shares; 2025Q2: 359,801 shares; 2025Q3: 374,002 shares 374,002 $28M 1.22% +14,201 Timeline SPMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 21,471 shares; 2025Q1: 24,781 shares; 2025Q2: 28,844 shares; 2025Q3: 226,193 shares 226,193 $27.4M 1.19% +197,349 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,568 shares; 2025Q2: 343,540 shares; 2025Q3: 500,984 shares 500,984 $22.2M 0.96% +157,444 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342,606 shares; 2025Q2: 499,848 shares; 2025Q3: 502,897 shares 502,897 $14.4M 0.63% +3,049 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,309 shares; 2025Q1: 85,575 shares; 2025Q2: 78,280 shares; 2025Q3: 82,648 shares 82,648 $13.7M 0.59% +4,368 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,294 shares; 2024Q4: 210,540 shares; 2025Q1: 216,493 shares; 2025Q2: 217,114 shares; 2025Q3: 226,160 shares 226,160 $12.9M 0.56% +9,046 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,580 shares; 2024Q4: 35,372 shares; 2025Q1: 35,006 shares; 2025Q2: 35,283 shares; 2025Q3: 35,107 shares 35,107 $12.8M 0.56% -176 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,099 shares; 2025Q3: 116,636 shares 116,636 $11.7M 0.51% +7,537 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,075 shares; 2024Q4: 516,767 shares; 2025Q1: 446,380 shares; 2025Q2: 487,095 shares; 2025Q3: 334,294 shares 334,294 $11.5M 0.5% -152,801 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,037 shares; 2025Q2: 222,642 shares; 2025Q3: 248,459 shares 248,459 $9.32M 0.4% +25,817 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,905 shares; 2024Q4: 33,882 shares; 2025Q1: 34,297 shares; 2025Q2: 32,417 shares; 2025Q3: 32,259 shares 32,259 $8.21M 0.36% -158 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,447 shares; 2025Q3: 99,082 shares 99,082 $7.82M 0.34% +9,635 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,728 shares; 2024Q4: 28,725 shares; 2025Q1: 28,754 shares; 2025Q2: 28,752 shares; 2025Q3: 28,743 shares 28,743 $7.1M 0.31% -9 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,205 shares; 2024Q4: 12,403 shares; 2025Q1: 11,781 shares; 2025Q2: 10,924 shares; 2025Q3: 144,592 shares 144,592 $6.7M 0.29% +133,668 Timeline RDVY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,702 shares; 2024Q4: 85,479 shares; 2025Q1: 84,056 shares; 2025Q2: 80,156 shares; 2025Q3: 78,973 shares 78,973 $5.31M 0.23% -1,183 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,214 shares; 2024Q4: 128,069 shares; 2025Q1: 56,590 shares; 2025Q2: 97,734 shares; 2025Q3: 84,099 shares 84,099 $5.23M 0.23% -13,635 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,452 shares; 2025Q1: 9,618 shares; 2025Q2: 9,793 shares; 2025Q3: 9,923 shares 9,923 $5.14M 0.22% +130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,754 shares; 2024Q4: 30,328 shares; 2025Q1: 28,723 shares; 2025Q2: 27,600 shares; 2025Q3: 26,690 shares 26,690 $4.98M 0.22% -910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 7,313 shares; 2025Q1: 8,398 shares; 2025Q2: 7,259 shares; 2025Q3: 8,232 shares 8,232 $4.94M 0.21% +973 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,110 shares; 2024Q4: 12,938 shares; 2025Q1: 13,016 shares; 2025Q2: 12,876 shares; 2025Q3: 12,887 shares 12,887 $3.62M 0.16% +11 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 7,777 shares; 2025Q1: 7,568 shares; 2025Q2: 7,470 shares; 2025Q3: 7,484 shares 7,484 $3.59M 0.16% +14 Timeline FMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,816 shares; 2024Q4: 91,276 shares; 2025Q1: 87,984 shares; 2025Q2: 82,312 shares; 2025Q3: 69,289 shares 69,289 $3.51M 0.15% -13,023 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,459 shares; 2024Q4: 90,290 shares; 2025Q1: 93,206 shares; 2025Q2: 96,697 shares; 2025Q3: 112,169 shares 112,169 $3.17M 0.14% +15,472 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,680 shares; 2025Q1: 1,618 shares; 2025Q2: 4,194 shares; 2025Q3: 4,592 shares 4,592 $2.81M 0.12% +398 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,614 shares; 2024Q4: 100,737 shares; 2025Q1: 100,606 shares; 2025Q2: 99,403 shares; 2025Q3: 100,380 shares 100,380 $2.53M 0.11% +977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,635 shares; 2024Q4: 23,906 shares; 2025Q1: 24,266 shares; 2025Q2: 23,754 shares; 2025Q3: 23,763 shares 23,763 $2.48M 0.11% +9 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 13,670 shares; 2025Q1: 13,670 shares; 2025Q2: 13,678 shares; 2025Q3: 13,726 shares 13,726 $2.45M 0.11% +48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 9,714 shares; 2025Q1: 10,328 shares; 2025Q2: 10,766 shares; 2025Q3: 10,815 shares 10,815 $2.37M 0.1% +49 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,851 shares; 2025Q1: 4,573 shares; 2025Q2: 5,100 shares; 2025Q3: 5,321 shares 5,321 $2.37M 0.1% +221 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,903 shares; 2025Q1: 8,871 shares; 2025Q2: 8,665 shares; 2025Q3: 8,721 shares 8,721 $2.12M 0.09% +56 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,683 shares; 2025Q1: 3,681 shares; 2025Q2: 3,997 shares; 2025Q3: 5,692 shares 5,692 $2.02M 0.09% +1,695 Timeline FVD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 69,701 shares; 2025Q1: 48,303 shares; 2025Q2: 43,583 shares; 2025Q3: 43,429 shares 43,429 $2.01M 0.09% -154 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,936 shares; 2025Q1: 2,940 shares; 2025Q2: 2,954 shares; 2025Q3: 2,900 shares 2,900 $1.94M 0.08% -54 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,347 shares; 2025Q1: 21,400 shares; 2025Q2: 24,180 shares; 2025Q3: 24,037 shares 24,037 $1.94M 0.08% -143 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,331 shares; 2025Q1: 6,321 shares; 2025Q2: 6,320 shares; 2025Q3: 6,328 shares 6,328 $1.79M 0.08% +8 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 6,527 shares; 2025Q1: 6,861 shares; 2025Q2: 6,855 shares; 2025Q3: 6,734 shares 6,734 $1.64M 0.07% -121 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 11,615 shares; 2025Q1: 12,149 shares; 2025Q2: 12,519 shares; 2025Q3: 13,122 shares 13,122 $1.48M 0.06% +603 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428,223 shares; 2025Q1: 684,872 shares; 2025Q2: 617,258 shares; 2025Q3: 33,921 shares 33,921 $1.47M 0.06% -583,337 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,932 shares; 2024Q4: 38,650 shares; 2025Q1: 32,804 shares; 2025Q2: 32,226 shares; 2025Q3: 32,248 shares 32,248 $1.43M 0.06% +22 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,390 shares; 2024Q4: 46,098 shares; 2025Q1: 54,502 shares; 2025Q2: 55,087 shares; 2025Q3: 55,701 shares 55,701 $1.42M 0.06% +614 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,625 shares; 2024Q4: 31,129 shares; 2025Q1: 30,350 shares; 2025Q2: 29,774 shares; 2025Q3: 41,580 shares 41,580 $1.42M 0.06% +11,806 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,555 shares; 2025Q1: 3,554 shares; 2025Q2: 4,257 shares; 2025Q3: 4,203 shares 4,203 $1.38M 0.06% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,160 shares; 2025Q1: 5,982 shares; 2025Q2: 6,867 shares; 2025Q3: 7,079 shares 7,079 $1.32M 0.06% +212 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,682 shares; 2025Q1: 3,856 shares; 2025Q2: 3,804 shares; 2025Q3: 4,003 shares 4,003 $1.26M 0.05% +199 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,339 shares; 2025Q1: 9,693 shares; 2025Q2: 14,214 shares; 2025Q3: 15,585 shares 15,585 $1.14M 0.05% +1,371 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,948 shares; 2024Q4: 18,075 shares; 2025Q1: 16,174 shares; 2025Q2: 14,095 shares; 2025Q3: 11,467 shares 11,467 $1.11M 0.05% -2,628 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 6,443 shares; 2025Q1: 5,216 shares; 2025Q2: 4,511 shares; 2025Q3: 4,401 shares 4,401 $1.06M 0.05% -110 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,304 shares; 2025Q1: 5,122 shares; 2025Q2: 5,073 shares; 2025Q3: 5,001 shares 5,001 $1.05M 0.05% -72 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 6,252 shares; 2025Q1: 8,179 shares; 2025Q2: 6,787 shares; 2025Q3: 7,957 shares 7,957 $1.04M 0.04% +1,170 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 12,325 shares; 2025Q1: 12,366 shares; 2025Q2: 11,119 shares; 2025Q3: 11,587 shares 11,587 $1.03M 0.04% +468 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 39,607 shares; 2025Q1: 48,711 shares; 2025Q2: 39,809 shares; 2025Q3: 37,066 shares 37,066 $1.01M 0.04% -2,743 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 15,530 shares; 2025Q1: 15,530 shares; 2025Q2: 15,299 shares; 2025Q3: 15,315 shares 15,315 $996K 0.04% +16 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 9,390 shares; 2025Q1: 9,455 shares; 2025Q2: 9,726 shares; 2025Q3: 9,647 shares 9,647 $994K 0.04% -79 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,653 shares; 2024Q4: 340,239 shares; 2025Q1: 372,621 shares; 2025Q2: 392,016 shares; 2025Q3: 17,394 shares 17,394 $993K 0.04% -374,622 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,351 shares; 2025Q1: 5,443 shares; 2025Q2: 5,602 shares; 2025Q3: 5,382 shares 5,382 $982K 0.04% -220 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,637 shares; 2025Q1: 1,706 shares; 2025Q2: 1,697 shares; 2025Q3: 1,701 shares 1,701 $967K 0.04% +4 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,686 shares; 2024Q4: 12,746 shares; 2025Q1: 13,895 shares; 2025Q2: 17,142 shares; 2025Q3: 16,739 shares 16,739 $963K 0.04% -403 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,123 shares; 2024Q4: 8,132 shares; 2025Q1: 10,329 shares; 2025Q2: 9,043 shares; 2025Q3: 13,744 shares 13,744 $936K 0.04% +4,701 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,444 shares; 2025Q1: 6,495 shares; 2025Q2: 6,336 shares; 2025Q3: 6,350 shares 6,350 $918K 0.04% +14 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,077 shares; 2025Q1: 3,028 shares; 2025Q2: 3,023 shares; 2025Q3: 2,973 shares 2,973 $903K 0.04% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 6,962 shares; 2025Q2: 6,962 shares; 2025Q3: 6,982 shares 6,982 $864K 0.04% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,042 shares; 2025Q1: 1,087 shares; 2025Q2: 1,130 shares; 2025Q3: 1,171 shares 1,171 $860K 0.04% +41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,454 shares; 2024Q4: 18,348 shares; 2025Q1: 18,466 shares; 2025Q2: 18,443 shares; 2025Q3: 19,558 shares 19,558 $860K 0.04% +1,115 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,764 shares; 2025Q1: 2,750 shares; 2025Q2: 2,811 shares; 2025Q3: 2,894 shares 2,894 $850K 0.04% +83 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,127 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares 1,120 $849K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,897 shares; 2025Q1: 4,903 shares; 2025Q2: 4,905 shares; 2025Q3: 5,001 shares 5,001 $837K 0.04% +96 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,755 shares 2,755 $828K 0.04% +29 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,137 shares; 2025Q3: 4,137 shares 4,137 $810K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,766 shares; 2024Q4: 14,779 shares; 2025Q1: 14,785 shares; 2025Q2: 14,794 shares; 2025Q3: 13,935 shares 13,935 $771K 0.03% -859 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,441 shares; 2024Q4: 365,971 shares; 2025Q1: 654,308 shares; 2025Q2: 582,298 shares; 2025Q3: 16,679 shares 16,679 $762K 0.03% -565,619 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 9,856 shares; 2025Q1: 10,251 shares; 2025Q2: 10,042 shares; 2025Q3: 10,416 shares 10,416 $758K 0.03% +374 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,620 shares; 2025Q1: 2,716 shares; 2025Q2: 2,310 shares; 2025Q3: 2,656 shares 2,656 $750K 0.03% +346 Timeline QQQM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,279 shares; 2025Q1: 3,104 shares; 2025Q2: 3,090 shares; 2025Q3: 2,995 shares 2,995 $740K 0.03% -95 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,287 shares; 2025Q1: 4,295 shares; 2025Q2: 4,406 shares; 2025Q3: 3,638 shares 3,638 $733K 0.03% -768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,346 shares; 2025Q1: 3,771 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550 $719K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 4,481 shares; 2025Q1: 4,649 shares; 2025Q2: 4,609 shares; 2025Q3: 4,953 shares 4,953 $701K 0.03% +344 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,966 shares; 2025Q1: 4,964 shares; 2025Q2: 4,955 shares; 2025Q3: 4,967 shares 4,967 $700K 0.03% +12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 13,711 shares; 2025Q1: 12,630 shares; 2025Q2: 11,621 shares; 2025Q3: 11,623 shares 11,623 $696K 0.03% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,318 shares; 2025Q1: 3,314 shares; 2025Q2: 3,319 shares; 2025Q3: 3,007 shares 3,007 $696K 0.03% -312 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,560 shares; 2025Q1: 13,470 shares; 2025Q2: 13,503 shares; 2025Q3: 14,570 shares 14,570 $662K 0.03% +1,067 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,433 shares; 2024Q4: 57,235 shares; 2025Q1: 56,392 shares; 2025Q2: 56,432 shares; 2025Q3: 54,799 shares 54,799 $655K 0.03% -1,633 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,330 shares; 2025Q1: 4,377 shares; 2025Q2: 4,322 shares; 2025Q3: 4,229 shares 4,229 $650K 0.03% -93 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,722 shares; 2024Q4: 20,806 shares; 2025Q1: 20,214 shares; 2025Q2: 20,217 shares; 2025Q3: 13,809 shares 13,809 $646K 0.03% -6,408 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,910 shares; 2025Q1: 4,958 shares; 2025Q2: 3,996 shares; 2025Q3: 3,368 shares 3,368 $639K 0.03% -628 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,329 shares; 2025Q1: 8,365 shares; 2025Q2: 7,562 shares; 2025Q3: 7,514 shares 7,514 $628K 0.03% -48 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 5,993 shares; 2025Q3: 9,428 shares 9,428 $613K 0.03% +3,435 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 8,135 shares; 2025Q1: 8,016 shares; 2025Q2: 7,804 shares; 2025Q3: 7,780 shares 7,780 $587K 0.03% -24 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,845 shares; 2024Q4: 13,745 shares; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 13,576 shares 13,576 $581K 0.03% -169 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares; 2025Q2: 11,360 shares; 2025Q3: 13,114 shares 13,114 $556K 0.02% +1,754 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,793 shares; 2024Q4: 20,384 shares; 2025Q1: 14,432 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares 13,859 $545K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,762 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,793 shares 1,793 $539K 0.02% +19 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 7,430 shares; 2025Q3: 13,209 shares 13,209 $522K 0.02% +5,779 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,864 shares; 2024Q4: 24,946 shares; 2025Q1: 25,863 shares; 2025Q2: 25,836 shares; 2025Q3: 26,381 shares 26,381 $515K 0.02% +545 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,039 shares; 2024Q4: 8,327 shares; 2025Q1: 9,338 shares; 2025Q2: 9,970 shares; 2025Q3: 5,676 shares 5,676 $503K 0.02% -4,294 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,208 shares 65,208 $492K 0.02% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,230 shares; 2025Q1: 2,284 shares; 2025Q2: 2,258 shares; 2025Q3: 2,541 shares 2,541 $471K 0.02% +283 Timeline VT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,138 shares; 2025Q1: 3,148 shares; 2025Q2: 3,149 shares; 2025Q3: 3,370 shares 3,370 $464K 0.02% +221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 975 shares; 2025Q1: 992 shares; 2025Q2: 986 shares; 2025Q3: 921 shares 921 $463K 0.02% -65 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,186 shares; 2025Q3: 1,190 shares 1,190 $440K 0.02% +4 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 784 shares; 2025Q1: 794 shares; 2025Q2: 494 shares; 2025Q3: 364 shares 364 $436K 0.02% -130 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 4,336 shares; 2025Q1: 2,531 shares; 2025Q2: 4,503 shares; 2025Q3: 4,347 shares 4,347 $436K 0.02% -156 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,637 shares; 2025Q1: 3,224 shares; 2025Q2: 3,414 shares; 2025Q3: 4,020 shares 4,020 $428K 0.02% +606 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,178 shares 2,178 $424K 0.02% +9 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,249 shares 1,249 $408K 0.02% +63 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,230 shares 1,230 $406K 0.02% +198 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,025 shares; 2025Q3: 9,024 shares 9,024 $400K 0.02% -1 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 5,784 shares; 2025Q1: 5,041 shares; 2025Q2: 4,749 shares; 2025Q3: 4,007 shares 4,007 $399K 0.02% -742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,210 shares; 2025Q1: 5,269 shares; 2025Q2: 4,450 shares; 2025Q3: 4,436 shares 4,436 $396K 0.02% -14 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 3,424 shares; 2025Q2: 5,599 shares; 2025Q3: 5,599 shares 5,599 $390K 0.02% 0 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,816 shares 8,816 $390K 0.02% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 2,018 shares; 2025Q1: 1,570 shares; 2025Q2: 1,550 shares; 2025Q3: 1,531 shares 1,531 $389K 0.02% -19 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,585 shares 8,585 $375K 0.02% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,051 shares; 2024Q4: 40,485 shares; 2025Q1: 39,331 shares; 2025Q2: 10,602 shares; 2025Q3: 9,327 shares 9,327 $364K 0.02% -1,275 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,529 shares 11,529 $363K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 793 shares; 2025Q1: 804 shares; 2025Q2: 793 shares; 2025Q3: 801 shares 801 $358K 0.02% +8 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares 1,064 $354K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,841 shares; 2025Q1: 4,854 shares; 2025Q2: 5,514 shares; 2025Q3: 5,391 shares 5,391 $352K 0.02% -123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 491,017 shares; 2025Q1: 503,089 shares; 2025Q2: 9,024 shares; 2025Q3: 8,885 shares 8,885 $338K 0.01% -139 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 1,546 shares; 2025Q2: 1,073 shares; 2025Q3: 1,049 shares 1,049 $336K 0.01% -24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 313 shares; 2025Q1: 329 shares; 2025Q2: 302 shares; 2025Q3: 438 shares 438 $334K 0.01% +136 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 8,629 shares; 2025Q1: 8,314 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares 8,317 $334K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 729 shares; 2025Q2: 732 shares; 2025Q3: 781 shares 781 $316K 0.01% +49 Timeline XLU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,728 shares; 2025Q1: 3,490 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares 3,608 $315K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,975 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares 2,742 $310K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,272 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,235 shares 2,235 $299K 0.01% +16 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares 2,114 $293K 0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,622 shares; 2025Q2: 13,036 shares; 2025Q3: 13,147 shares 13,147 $291K 0.01% +111 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares 2,411 $288K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,609 shares; 2025Q1: 4,543 shares; 2025Q2: 5,308 shares; 2025Q3: 5,309 shares 5,309 $288K 0.01% +1 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares 3,164 $284K 0.01% 0 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,403 shares 15,403 $284K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 803 shares 803 $281K 0.01% +3 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,572 shares; 2025Q3: 1,586 shares 1,586 $280K 0.01% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 451 shares 451 $277K 0.01% +4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,535 shares 11,535 $269K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 371 shares; 2025Q1: 417 shares; 2025Q2: 421 shares; 2025Q3: 283 shares 283 $262K 0.01% -138 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,391 shares; 2025Q3: 1,401 shares 1,401 $257K 0.01% +10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,138 shares; 2025Q1: 2,045 shares; 2025Q2: 1,817 shares; 2025Q3: 1,829 shares 1,829 $257K 0.01% +12 Timeline FPEI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,996 shares; 2025Q2: 11,155 shares; 2025Q3: 13,234 shares 13,234 $256K 0.01% +2,079 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,505 shares; 2025Q1: 2,489 shares; 2025Q2: 2,257 shares; 2025Q3: 2,625 shares 2,625 $249K 0.01% +368 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 1,129 shares 1,129 $244K 0.01% +6 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,456 shares; 2025Q1: 1,494 shares; 2025Q2: not reported; 2025Q3: 1,545 shares 1,545 $240K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 522 shares 522 $239K 0.01% +2 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,042 shares; 2025Q1: 1,043 shares; 2025Q2: 893 shares; 2025Q3: 894 shares 894 $233K 0.01% +1 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares 5,105 $233K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,312 shares; 2024Q4: 12,138 shares; 2025Q1: 10,873 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares 7,656 $227K 0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 643 shares; 2025Q3: 664 shares 664 $227K 0.01% +21 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,992 shares 3,992 $227K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 9,208 shares; 2025Q1: 8,729 shares; 2025Q2: 8,740 shares; 2025Q3: 8,729 shares 8,729 $222K 0.01% -11 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 9,173 shares; 2025Q1: 9,236 shares; 2025Q2: 9,335 shares; 2025Q3: 9,435 shares 9,435 $220K 0.01% +100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,413 shares; 2025Q2: 1,431 shares; 2025Q3: 1,333 shares 1,333 $216K 0.01% -98 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: not reported; 2025Q3: 6,254 shares 6,254 $216K 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares 1,554 $215K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares 1,662 $210K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares 2,439 $207K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares 820 $206K 0.01% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,946 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares 15,500 $204K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 964 shares 964 $203K 0.01% -46 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,743 shares; 2025Q2: 12,743 shares; 2025Q3: 12,479 shares 12,479 $144K 0.01% -264 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,926 shares; 2025Q3: 15,926 shares 15,926 $131K 0.01% 0 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $77.7K <0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,136 shares; 2025Q2: 15,136 shares; 2025Q3: 15,136 shares 15,136 $45.4K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,500 shares 22,500 $27K <0.01% new Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,888 shares; 2025Q2: 13,888 shares; 2025Q3: 13,888 shares 13,888 $23.2K <0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,918 shares; 2025Q2: 13,918 shares; 2025Q3: 13,918 shares 13,918 $21.9K <0.01% 0 Timeline