JCPB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,019,115 shares; 2025Q2: 1,094,615 shares; 2025Q3: 1,155,111 shares; 2025Q4: 1,217,603 shares; 2026Q1: 1,470,695 shares 1,470,695 $69.2M 6.24% +253,092 Timeline 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; 2024Q2: restricted; 2024Q3: 943,665 shares; 2024Q4: 930,358 shares; 2025Q1: 920,334 shares; 2025Q2: 927,722 shares; 2025Q3: 907,662 shares; 2025Q4: 888,348 shares; 2026Q1: 884,189 shares 884,189 $67.7M 6.1% -4,159 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,288 shares; 2024Q4: 545,854 shares; 2025Q1: 776,007 shares; 2025Q2: 862,897 shares; 2025Q3: 943,084 shares; 2025Q4: 1,029,479 shares; 2026Q1: 1,113,941 shares 1,113,941 $52.4M 4.72% +84,462 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106,715 shares; 2024Q4: 981,218 shares; 2025Q1: 987,057 shares; 2025Q2: 1,007,013 shares; 2025Q3: 1,017,439 shares; 2025Q4: 1,010,420 shares; 2026Q1: 1,016,646 shares 1,016,646 $47M 4.23% +6,226 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; 2024Q2: restricted; 2024Q3: 95,152 shares; 2024Q4: 96,994 shares; 2025Q1: 100,055 shares; 2025Q2: 94,019 shares; 2025Q3: 92,315 shares; 2025Q4: 90,168 shares; 2026Q1: 89,568 shares 89,568 $42.9M 3.87% -600 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697,781 shares; 2024Q4: 684,833 shares; 2025Q1: 591,866 shares; 2025Q2: 568,804 shares; 2025Q3: 556,867 shares; 2025Q4: 550,849 shares; 2026Q1: 554,563 shares 554,563 $32.1M 2.89% +3,714 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,316 shares; 2024Q4: 93,662 shares; 2025Q1: 102,314 shares; 2025Q2: 101,559 shares; 2025Q3: 105,963 shares; 2025Q4: 109,639 shares; 2026Q1: 112,681 shares 112,681 $28.6M 2.58% +3,042 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; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 470,932 shares; 2025Q1: 522,321 shares; 2025Q2: 596,298 shares; 2025Q3: 646,675 shares; 2025Q4: 707,580 shares; 2026Q1: 1,089,470 shares 1,089,470 $28.5M 2.57% +381,890 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,406 shares; 2024Q4: 369,752 shares; 2025Q1: 384,170 shares; 2025Q2: 382,688 shares; 2025Q3: 399,024 shares; 2025Q4: 408,773 shares; 2026Q1: 418,599 shares 418,599 $26.1M 2.35% +9,826 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616,980 shares; 2024Q4: 575,396 shares; 2025Q1: 572,725 shares; 2025Q2: 577,682 shares; 2025Q3: 587,414 shares; 2025Q4: 464,245 shares; 2026Q1: 463,198 shares 463,198 $20.7M 1.86% -1,047 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; 2024Q2: restricted; 2024Q3: 353,598 shares; 2024Q4: 352,183 shares; 2025Q1: 361,813 shares; 2025Q2: 383,192 shares; 2025Q3: 393,272 shares; 2025Q4: 397,908 shares; 2026Q1: 406,236 shares 406,236 $19.6M 1.77% +8,328 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; 2024Q2: restricted; 2024Q3: 372,869 shares; 2024Q4: 376,792 shares; 2025Q1: 385,944 shares; 2025Q2: 402,573 shares; 2025Q3: 408,126 shares; 2025Q4: 410,735 shares; 2026Q1: 415,708 shares 415,708 $19.5M 1.76% +4,973 Timeline AVEM 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; 2024Q2: restricted; 2024Q3: 163,713 shares; 2024Q4: 170,802 shares; 2025Q1: 184,798 shares; 2025Q2: 191,761 shares; 2025Q3: 204,875 shares; 2025Q4: 212,558 shares; 2026Q1: 220,279 shares 220,279 $17.8M 1.6% +7,721 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357,725 shares; 2025Q1: 393,940 shares; 2025Q2: 414,918 shares; 2025Q3: 417,602 shares; 2025Q4: 424,990 shares; 2026Q1: 429,047 shares 429,047 $16.9M 1.53% +4,057 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,131 shares; 2024Q4: 384,628 shares; 2025Q1: 395,663 shares; 2025Q2: 512,999 shares; 2025Q3: 556,276 shares; 2025Q4: 582,869 shares; 2026Q1: 633,703 shares 633,703 $16.9M 1.52% +50,834 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,126 shares; 2024Q4: 42,489 shares; 2025Q1: 45,999 shares; 2025Q2: 50,319 shares; 2025Q3: 52,255 shares; 2025Q4: 53,245 shares; 2026Q1: 54,712 shares 54,712 $15.7M 1.42% +1,467 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,475 shares; 2024Q4: 59,476 shares; 2025Q1: 68,893 shares; 2025Q2: 70,965 shares; 2025Q3: 89,395 shares; 2025Q4: 103,633 shares; 2026Q1: 131,933 shares 131,933 $15.3M 1.38% +28,300 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,202 shares; 2024Q4: 37,556 shares; 2025Q1: 40,368 shares; 2025Q2: 43,830 shares; 2025Q3: 44,822 shares; 2025Q4: 45,038 shares; 2026Q1: 44,449 shares 44,449 $15M 1.35% -589 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,870 shares; 2024Q4: 59,105 shares; 2025Q1: 68,986 shares; 2025Q2: 70,916 shares; 2025Q3: 75,274 shares; 2025Q4: 77,757 shares; 2026Q1: 80,770 shares 80,770 $14.1M 1.27% +3,013 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; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 36,466 shares; 2025Q1: 40,552 shares; 2025Q2: 42,979 shares; 2025Q3: 44,957 shares; 2025Q4: 46,067 shares; 2026Q1: 47,834 shares 47,834 $14.1M 1.27% +1,767 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; 2024Q2: restricted; 2024Q3: 192,237 shares; 2024Q4: 203,870 shares; 2025Q1: 239,643 shares; 2025Q2: 254,297 shares; 2025Q3: 241,267 shares; 2025Q4: 238,173 shares; 2026Q1: 244,812 shares 244,812 $13.9M 1.25% +6,639 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; 2024Q2: restricted; 2024Q3: 169,405 shares; 2024Q4: 190,002 shares; 2025Q1: 200,227 shares; 2025Q2: 224,741 shares; 2025Q3: 253,210 shares; 2025Q4: 273,933 shares; 2026Q1: 302,550 shares 302,550 $13.7M 1.23% +28,617 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,862 shares; 2024Q4: 507,526 shares; 2025Q1: 499,783 shares; 2025Q2: 499,667 shares; 2025Q3: 517,861 shares; 2025Q4: 511,501 shares; 2026Q1: 502,045 shares 502,045 $12.9M 1.16% -9,456 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479,836 shares 479,836 $12.1M 1.09% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,286 shares; 2024Q4: 126,040 shares; 2025Q1: 190,329 shares; 2025Q2: 156,178 shares; 2025Q3: 196,127 shares; 2025Q4: 266,312 shares; 2026Q1: 238,214 shares 238,214 $12M 1.08% -28,098 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,630 shares; 2024Q4: 23,171 shares; 2025Q1: 27,362 shares; 2025Q2: 30,772 shares; 2025Q3: 30,097 shares; 2025Q4: 31,715 shares; 2026Q1: 31,887 shares 31,887 $11.8M 1.06% +172 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; 2024Q2: restricted; 2024Q3: 31,780 shares; 2024Q4: 33,220 shares; 2025Q1: 39,655 shares; 2025Q2: 41,433 shares; 2025Q3: 44,121 shares; 2025Q4: 48,098 shares; 2026Q1: 52,359 shares 52,359 $10.9M 0.98% +4,261 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,968 shares; 2024Q4: 77,035 shares; 2025Q1: 90,514 shares; 2025Q2: 98,268 shares; 2025Q3: 105,236 shares; 2025Q4: 108,335 shares; 2026Q1: 112,611 shares 112,611 $10.6M 0.95% +4,276 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,713 shares; 2024Q4: 29,414 shares; 2025Q1: 40,631 shares; 2025Q2: 45,575 shares; 2025Q3: 49,308 shares; 2025Q4: 49,862 shares; 2026Q1: 51,023 shares 51,023 $10.6M 0.95% +1,161 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,417 shares; 2024Q4: 207,235 shares; 2025Q1: 232,507 shares; 2025Q2: 253,232 shares; 2025Q3: 274,121 shares; 2025Q4: 280,508 shares; 2026Q1: 287,137 shares 287,137 $9.63M 0.87% +6,629 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,383 shares; 2025Q1: 4,168 shares; 2025Q2: 5,667 shares; 2025Q3: 6,018 shares; 2025Q4: 6,124 shares; 2026Q1: 6,267 shares 6,267 $9.23M 0.83% +143 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; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 13,703 shares; 2025Q1: 14,709 shares; 2025Q2: 15,688 shares; 2025Q3: 14,445 shares; 2025Q4: 15,140 shares; 2026Q1: 15,867 shares 15,867 $9.08M 0.82% +727 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; 2024Q2: restricted; 2024Q3: 16,520 shares; 2024Q4: 17,481 shares; 2025Q1: 20,157 shares; 2025Q2: 22,815 shares; 2025Q3: 24,489 shares; 2025Q4: 25,782 shares; 2026Q1: 26,889 shares 26,889 $8.84M 0.8% +1,107 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; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 510 shares; 2025Q1: 566 shares; 2025Q2: 675 shares; 2025Q3: 636 shares; 2025Q4: 1,144 shares; 2026Q1: 8,322 shares 8,322 $8.29M 0.75% +7,178 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,832 shares; 2024Q4: 49,300 shares; 2025Q1: 47,024 shares; 2025Q2: 58,972 shares; 2025Q3: 58,507 shares; 2025Q4: 57,429 shares; 2026Q1: 71,739 shares 71,739 $8.25M 0.74% +14,310 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,935 shares; 2025Q1: 12,015 shares; 2025Q2: 12,681 shares; 2025Q3: 13,662 shares; 2025Q4: 14,053 shares; 2026Q1: 14,566 shares 14,566 $8.21M 0.74% +513 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; 2024Q2: restricted; 2024Q3: 87,784 shares; 2024Q4: 95,796 shares; 2025Q1: 110,602 shares; 2025Q2: 121,930 shares; 2025Q3: 133,469 shares; 2025Q4: 135,965 shares; 2026Q1: 141,142 shares 141,142 $7.09M 0.64% +5,177 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 14,160 shares; 2025Q1: 17,302 shares; 2025Q2: 40,571 shares; 2025Q3: 42,983 shares; 2025Q4: 43,395 shares; 2026Q1: 45,426 shares 45,426 $7.05M 0.64% +2,031 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; 2024Q2: restricted; 2024Q3: 31,117 shares; 2024Q4: 94,869 shares; 2025Q1: 94,374 shares; 2025Q2: 160,720 shares; 2025Q3: 192,281 shares; 2025Q4: 216,355 shares; 2026Q1: 228,625 shares 228,625 $7.01M 0.63% +12,270 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,573 shares; 2024Q4: 20,010 shares; 2025Q1: 22,903 shares; 2025Q2: 24,004 shares; 2025Q3: 25,820 shares; 2025Q4: 26,432 shares; 2026Q1: 27,685 shares 27,685 $6.77M 0.61% +1,253 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 8,494 shares; 2025Q1: 10,369 shares; 2025Q2: 10,372 shares; 2025Q3: 10,494 shares; 2025Q4: 10,318 shares; 2026Q1: 10,340 shares 10,340 $6.75M 0.61% +22 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,651 shares 274,651 $6.67M 0.6% new 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; 2024Q2: restricted; 2024Q3: 47,780 shares; 2024Q4: 47,962 shares; 2025Q1: 46,339 shares; 2025Q2: 45,520 shares; 2025Q3: 45,476 shares; 2025Q4: 44,037 shares; 2026Q1: 44,354 shares 44,354 $6.57M 0.59% +317 Timeline DWX 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; 2024Q2: restricted; 2024Q3: 150,030 shares; 2024Q4: 148,011 shares; 2025Q1: 146,590 shares; 2025Q2: 143,129 shares; 2025Q3: 142,168 shares; 2025Q4: 139,185 shares; 2026Q1: 139,179 shares 139,179 $6.35M 0.57% -6 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,008 shares; 2025Q2: 50,445 shares; 2025Q3: 54,461 shares; 2025Q4: 54,930 shares; 2026Q1: 59,640 shares 59,640 $6.31M 0.57% +4,710 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; 2024Q2: restricted; 2024Q3: 82,231 shares; 2024Q4: 173,506 shares; 2025Q1: 183,193 shares; 2025Q2: 191,366 shares; 2025Q3: 218,375 shares; 2025Q4: 235,071 shares; 2026Q1: 248,153 shares 248,153 $6.14M 0.55% +13,082 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,921 shares; 2024Q4: 125,582 shares; 2025Q1: 143,036 shares; 2025Q2: 169,185 shares; 2025Q3: 186,548 shares; 2025Q4: 196,236 shares; 2026Q1: 211,583 shares 211,583 $5.94M 0.54% +15,347 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,633 shares; 2024Q4: 95,941 shares; 2025Q1: 72,719 shares; 2025Q2: 63,580 shares; 2025Q3: 61,256 shares; 2025Q4: 58,291 shares; 2026Q1: 58,956 shares 58,956 $5.7M 0.51% +665 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,743 shares; 2025Q1: 3,365 shares; 2025Q2: 3,641 shares; 2025Q3: 3,896 shares; 2025Q4: 3,961 shares; 2026Q1: 3,995 shares 3,995 $5.28M 0.48% +34 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: 30,613 shares; 2025Q1: 33,993 shares; 2025Q2: 36,173 shares; 2025Q3: 39,027 shares; 2025Q4: 39,339 shares; 2026Q1: 40,236 shares 40,236 $5.27M 0.48% +897 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.45% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares; 2025Q3: 3,012 shares; 2025Q4: 3,256 shares; 2026Q1: 39,681 shares 39,681 $5.01M 0.45% +36,425 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,143 shares; 2024Q4: 126,110 shares; 2025Q1: 127,636 shares; 2025Q2: 119,183 shares; 2025Q3: 114,846 shares; 2025Q4: 108,715 shares; 2026Q1: 109,695 shares 109,695 $5M 0.45% +980 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,565 shares; 2026Q1: 87,709 shares 87,709 $5M 0.45% +7,144 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,424 shares; 2025Q1: 2,929 shares; 2025Q2: 25,815 shares; 2025Q3: 28,273 shares; 2025Q4: 38,177 shares; 2026Q1: 40,103 shares 40,103 $4.74M 0.43% +1,926 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; 2024Q2: restricted; 2024Q3: 23,732 shares; 2024Q4: 25,502 shares; 2025Q1: 26,669 shares; 2025Q2: 24,347 shares; 2025Q3: 24,548 shares; 2025Q4: 25,097 shares; 2026Q1: 25,622 shares 25,622 $4.35M 0.39% +525 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 28,300 shares; 2025Q1: 27,785 shares; 2025Q2: 27,847 shares; 2025Q3: 27,075 shares; 2025Q4: 44,659 shares; 2026Q1: 47,837 shares 47,837 $4.32M 0.39% +3,178 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,692 shares 80,692 $4.08M 0.37% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 59,555 shares; 2025Q1: 69,106 shares; 2025Q2: 74,991 shares; 2025Q3: 81,436 shares; 2025Q4: 85,635 shares; 2026Q1: 89,975 shares 89,975 $4.08M 0.37% +4,340 Timeline GBIL 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; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 34,769 shares; 2025Q1: 42,206 shares; 2025Q2: 37,120 shares; 2025Q3: 39,110 shares; 2025Q4: 39,400 shares; 2026Q1: 39,915 shares 39,915 $4M 0.36% +515 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,865 shares; 2025Q1: 6,285 shares; 2025Q2: 6,721 shares; 2025Q3: 7,011 shares; 2025Q4: 7,167 shares; 2026Q1: 7,545 shares 7,545 $3.94M 0.36% +378 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,247 shares; 2024Q4: 56,336 shares; 2025Q1: 60,929 shares; 2025Q2: 65,783 shares; 2025Q3: 70,980 shares; 2025Q4: 72,569 shares; 2026Q1: 74,791 shares 74,791 $3.94M 0.35% +2,222 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,341 shares; 2024Q4: 68,531 shares; 2025Q1: 42,254 shares; 2025Q2: 41,896 shares; 2025Q3: 40,231 shares; 2025Q4: 37,332 shares; 2026Q1: 36,423 shares 36,423 $3.86M 0.35% -909 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,846 shares; 2025Q2: 6,277 shares; 2025Q3: 7,136 shares; 2025Q4: 7,431 shares; 2026Q1: 8,673 shares 8,673 $3.75M 0.34% +1,242 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,587 shares; 2024Q4: 96,866 shares; 2025Q1: 98,836 shares; 2025Q2: 98,645 shares; 2025Q3: 97,519 shares; 2025Q4: 95,641 shares; 2026Q1: 95,989 shares 95,989 $3.67M 0.33% +348 Timeline RSPF 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; 2024Q2: restricted; 2024Q3: 56,080 shares; 2024Q4: 54,658 shares; 2025Q1: 54,258 shares; 2025Q2: 52,825 shares; 2025Q3: 52,509 shares; 2025Q4: 51,911 shares; 2026Q1: 51,087 shares 51,087 $3.65M 0.33% -824 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,004 shares; 2024Q4: 482,426 shares; 2025Q1: 550,316 shares; 2025Q2: 474,969 shares; 2025Q3: 359,755 shares; 2025Q4: 268,250 shares; 2026Q1: 169,173 shares 169,173 $3.57M 0.32% -99,077 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,969 shares; 2024Q4: 86,935 shares; 2025Q1: 87,883 shares; 2025Q2: 92,984 shares; 2025Q3: 104,066 shares; 2025Q4: 113,821 shares; 2026Q1: 116,878 shares 116,878 $3.56M 0.32% +3,057 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 18,233 shares; 2025Q1: 20,059 shares; 2025Q2: 21,790 shares; 2025Q3: 22,059 shares; 2025Q4: 22,254 shares; 2026Q1: 22,996 shares 22,996 $3.47M 0.31% +742 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,197 shares; 2024Q4: 14,030 shares; 2025Q1: 16,186 shares; 2025Q2: 17,725 shares; 2025Q3: 19,244 shares; 2025Q4: 20,115 shares; 2026Q1: 21,263 shares 21,263 $3.45M 0.31% +1,148 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,677 shares; 2024Q4: 32,146 shares; 2025Q1: 45,941 shares; 2025Q2: 50,987 shares; 2025Q3: 54,709 shares; 2025Q4: 58,250 shares; 2026Q1: 62,937 shares 62,937 $3.32M 0.3% +4,687 Timeline JMTG 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,467 shares; 2025Q3: 69,580 shares; 2025Q4: 67,130 shares; 2026Q1: 64,494 shares 64,494 $3.29M 0.3% -2,636 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,337 shares; 2025Q3: 40,970 shares; 2025Q4: 41,404 shares; 2026Q1: 44,227 shares 44,227 $3.14M 0.28% +2,823 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 12,120 shares; 2025Q1: 13,737 shares; 2025Q2: 14,981 shares; 2025Q3: 15,688 shares; 2025Q4: 16,614 shares; 2026Q1: 17,357 shares 17,357 $3.05M 0.27% +743 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 7,006 shares; 2025Q1: 7,959 shares; 2025Q2: 10,521 shares; 2025Q3: 67,586 shares; 2025Q4: 81,402 shares; 2026Q1: 91,760 shares 91,760 $3.05M 0.27% +10,358 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,610 shares; 2024Q4: 29,995 shares; 2025Q1: 30,728 shares; 2025Q2: 33,656 shares; 2025Q3: 33,840 shares; 2025Q4: 41,475 shares; 2026Q1: 55,129 shares 55,129 $3.01M 0.27% +13,654 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; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 74,375 shares; 2025Q1: 74,613 shares; 2025Q2: 79,933 shares; 2025Q3: 89,713 shares; 2025Q4: 96,936 shares; 2026Q1: 101,176 shares 101,176 $2.95M 0.27% +4,240 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 477 shares; 2025Q1: 535 shares; 2025Q2: 577 shares; 2025Q3: 601 shares; 2025Q4: 628 shares; 2026Q1: 697 shares 697 $2.93M 0.26% +69 Timeline RSPT 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; 2024Q2: restricted; 2024Q3: 73,446 shares; 2024Q4: 71,293 shares; 2025Q1: 70,627 shares; 2025Q2: 67,205 shares; 2025Q3: 66,315 shares; 2025Q4: 64,211 shares; 2026Q1: 63,416 shares 63,416 $2.87M 0.26% -795 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,247 shares; 2025Q1: 4,173 shares; 2025Q2: 4,033 shares; 2025Q3: 4,070 shares; 2025Q4: 3,977 shares; 2026Q1: 4,020 shares 4,020 $2.85M 0.26% +43 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,811 shares; 2024Q4: 17,923 shares; 2025Q1: 19,583 shares; 2025Q2: 25,405 shares; 2025Q3: 25,504 shares; 2025Q4: 26,494 shares; 2026Q1: 150,791 shares 150,791 $2.85M 0.26% +124,297 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,774 shares; 2025Q1: 7,796 shares; 2025Q2: 8,466 shares; 2025Q3: 8,787 shares; 2025Q4: 10,211 shares; 2026Q1: 9,046 shares 9,046 $2.8M 0.25% -1,165 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,284 shares; 2025Q4: 57,464 shares; 2026Q1: 74,191 shares 74,191 $2.73M 0.25% +16,727 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,622 shares; 2024Q4: 39,840 shares; 2025Q1: 39,772 shares; 2025Q2: 39,288 shares; 2025Q3: 37,600 shares; 2025Q4: 33,693 shares; 2026Q1: 29,406 shares 29,406 $2.63M 0.24% -4,287 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; 2024Q2: restricted; 2024Q3: 37,264 shares; 2024Q4: 38,040 shares; 2025Q1: 38,741 shares; 2025Q2: 38,719 shares; 2025Q3: 39,828 shares; 2025Q4: 39,918 shares; 2026Q1: 40,325 shares 40,325 $2.58M 0.23% +407 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,963 shares; 2025Q3: 20,555 shares; 2025Q4: 21,884 shares; 2026Q1: 23,168 shares 23,168 $2.58M 0.23% +1,284 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,309 shares; 2025Q1: 6,633 shares; 2025Q2: 6,002 shares; 2025Q3: 6,529 shares; 2025Q4: 6,917 shares; 2026Q1: 6,793 shares 6,793 $2.53M 0.23% -124 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,971 shares; 2024Q4: 52,255 shares; 2025Q1: 57,366 shares; 2025Q2: 19,302 shares; 2025Q3: 19,302 shares; 2025Q4: 19,608 shares; 2026Q1: 20,115 shares 20,115 $2.5M 0.23% +507 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 61,025 shares; 2025Q1: 66,685 shares; 2025Q2: 67,306 shares; 2025Q3: 74,311 shares; 2025Q4: 79,695 shares; 2026Q1: 83,521 shares 83,521 $2.43M 0.22% +3,826 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,989 shares; 2024Q4: 52,513 shares; 2025Q1: 54,205 shares; 2025Q2: 54,819 shares; 2025Q3: 63,466 shares; 2025Q4: 68,774 shares; 2026Q1: 72,869 shares 72,869 $2.4M 0.22% +4,095 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,698 shares; 2025Q1: 6,029 shares; 2025Q2: 6,327 shares; 2025Q3: 6,877 shares; 2025Q4: 7,739 shares; 2026Q1: 8,107 shares 8,107 $2.33M 0.21% +368 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,085 shares 25,085 $2.32M 0.21% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,949 shares; 2024Q4: 66,472 shares; 2025Q1: 74,267 shares; 2025Q2: 57,329 shares; 2025Q3: 62,268 shares; 2025Q4: 48,173 shares; 2026Q1: 44,190 shares 44,190 $2.29M 0.21% -3,983 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,141 shares; 2024Q4: 91,519 shares; 2025Q1: 87,031 shares; 2025Q2: 87,074 shares; 2025Q3: 87,508 shares; 2025Q4: 89,758 shares; 2026Q1: 83,842 shares 83,842 $2.18M 0.2% -5,916 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 4,264 shares; 2025Q1: 6,021 shares; 2025Q2: 6,596 shares; 2025Q3: 6,860 shares; 2025Q4: 7,169 shares; 2026Q1: 8,478 shares 8,478 $2.06M 0.19% +1,309 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 29,607 shares; 2025Q1: 32,455 shares; 2025Q2: 37,321 shares; 2025Q3: 36,756 shares; 2025Q4: 38,439 shares; 2026Q1: 38,232 shares 38,232 $2.01M 0.18% -207 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 21,075 shares; 2025Q1: 29,280 shares; 2025Q2: 29,405 shares; 2025Q3: 29,324 shares; 2025Q4: 24,523 shares; 2026Q1: 20,665 shares 20,665 $1.99M 0.18% -3,858 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 8,285 shares; 2025Q1: 9,566 shares; 2025Q2: 10,152 shares; 2025Q3: 13,212 shares; 2025Q4: 13,558 shares; 2026Q1: 15,010 shares 15,010 $1.95M 0.18% +1,452 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 6,960 shares; 2025Q1: 7,124 shares; 2025Q2: 7,232 shares; 2025Q3: 6,916 shares; 2025Q4: 7,252 shares; 2026Q1: 7,536 shares 7,536 $1.83M 0.16% +284 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,971 shares; 2025Q1: 6,279 shares; 2025Q2: 9,107 shares; 2025Q3: 25,362 shares; 2025Q4: 30,765 shares; 2026Q1: 36,556 shares 36,556 $1.82M 0.16% +5,791 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; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,400 shares; 2025Q1: 1,570 shares; 2025Q2: 1,824 shares; 2025Q3: 1,441 shares; 2025Q4: 1,902 shares; 2026Q1: 1,918 shares 1,918 $1.76M 0.16% +16 Timeline GNR 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; 2024Q2: restricted; 2024Q3: 23,703 shares; 2024Q4: 23,333 shares; 2025Q1: 23,609 shares; 2025Q2: 23,024 shares; 2025Q3: 22,803 shares; 2025Q4: 22,631 shares; 2026Q1: 22,129 shares 22,129 $1.65M 0.15% -502 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,477 shares; 2025Q1: 12,161 shares; 2025Q2: 12,192 shares; 2025Q3: 12,506 shares; 2025Q4: 12,371 shares; 2026Q1: 12,550 shares 12,550 $1.64M 0.15% +179 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,141 shares; 2024Q4: 33,856 shares; 2025Q1: 35,120 shares; 2025Q2: 33,064 shares; 2025Q3: 33,285 shares; 2025Q4: 34,388 shares; 2026Q1: 33,523 shares 33,523 $1.63M 0.15% -865 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,321 shares; 2025Q1: 4,460 shares; 2025Q2: 4,500 shares; 2025Q3: 4,554 shares; 2025Q4: 4,153 shares; 2026Q1: 4,504 shares 4,504 $1.52M 0.14% +351 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,388 shares; 2025Q2: 26,321 shares; 2025Q3: 29,780 shares; 2025Q4: 30,622 shares; 2026Q1: 30,280 shares 30,280 $1.52M 0.14% -342 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; 2024Q2: restricted; 2024Q3: 28,204 shares; 2024Q4: 27,777 shares; 2025Q1: 27,708 shares; 2025Q2: 28,021 shares; 2025Q3: 27,969 shares; 2025Q4: 28,240 shares; 2026Q1: 28,019 shares 28,019 $1.51M 0.14% -221 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,769 shares; 2025Q1: 7,547 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares; 2026Q1: 7,622 shares 7,622 $1.46M 0.13% +118 Timeline FLV 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; 2024Q2: restricted; 2024Q3: 18,750 shares; 2024Q4: 19,515 shares; 2025Q1: 20,741 shares; 2025Q2: 18,466 shares; 2025Q3: 17,897 shares; 2025Q4: 17,931 shares; 2026Q1: 18,803 shares 18,803 $1.44M 0.13% +872 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 21,184 shares; 2025Q1: 21,434 shares; 2025Q2: 25,111 shares; 2025Q3: 43,648 shares; 2025Q4: 58,102 shares; 2026Q1: 58,251 shares 58,251 $1.39M 0.13% +149 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,322 shares; 2024Q4: 86,607 shares; 2025Q1: 95,293 shares; 2025Q2: 16,881 shares; 2025Q3: 16,768 shares; 2025Q4: 16,960 shares; 2026Q1: 17,752 shares 17,752 $1.38M 0.12% +792 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,197 shares 4,197 $1.35M 0.12% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 12,997 shares; 2025Q1: 14,579 shares; 2025Q2: 12,539 shares; 2025Q3: 11,787 shares; 2025Q4: 11,164 shares; 2026Q1: 10,786 shares 10,786 $1.34M 0.12% -378 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 10,609 shares; 2025Q1: 10,859 shares; 2025Q2: 10,966 shares; 2025Q3: 12,474 shares; 2025Q4: 12,452 shares; 2026Q1: 11,703 shares 11,703 $1.32M 0.12% -749 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; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,875 shares; 2025Q1: 2,595 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 3,015 shares; 2026Q1: 3,075 shares 3,075 $1.32M 0.12% +60 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; 2024Q2: restricted; 2024Q3: 10,869 shares; 2024Q4: 13,262 shares; 2025Q1: 13,086 shares; 2025Q2: 13,997 shares; 2025Q3: 14,519 shares; 2025Q4: 14,736 shares; 2026Q1: 14,134 shares 14,134 $1.31M 0.12% -602 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,364 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,753 shares; 2025Q4: 5,943 shares; 2026Q1: 5,943 shares 5,943 $1.3M 0.12% 0 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; 2024Q2: restricted; 2024Q3: 22,246 shares; 2024Q4: 23,017 shares; 2025Q1: 5,191 shares; 2025Q2: 5,247 shares; 2025Q3: 5,092 shares; 2025Q4: 5,321 shares; 2026Q1: 5,354 shares 5,354 $1.3M 0.12% +33 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,612 shares; 2024Q4: 61,827 shares; 2025Q1: 62,006 shares; 2025Q2: 60,108 shares; 2025Q3: 60,840 shares; 2025Q4: 59,750 shares; 2026Q1: 56,505 shares 56,505 $1.29M 0.12% -3,245 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,732 shares; 2024Q4: 12,192 shares; 2025Q1: 11,832 shares; 2025Q2: 10,355 shares; 2025Q3: 10,245 shares; 2025Q4: 9,994 shares; 2026Q1: 10,615 shares 10,615 $1.28M 0.12% +621 Timeline JPST 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; 2024Q2: restricted; 2024Q3: 176,871 shares; 2024Q4: 199,295 shares; 2025Q1: 257,773 shares; 2025Q2: 216,752 shares; 2025Q3: 251,673 shares; 2025Q4: 308,587 shares; 2026Q1: 25,046 shares 25,046 $1.27M 0.11% -283,541 Timeline PRF 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; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 37,064 shares; 2025Q1: 36,739 shares; 2025Q2: 27,542 shares; 2025Q3: 27,157 shares; 2025Q4: 26,738 shares; 2026Q1: 26,050 shares 26,050 $1.24M 0.11% -688 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 15,916 shares; 2025Q1: 16,524 shares; 2025Q2: 17,156 shares; 2025Q3: 16,684 shares; 2025Q4: 19,881 shares; 2026Q1: 20,119 shares 20,119 $1.23M 0.11% +238 Timeline JMST 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; 2024Q2: restricted; 2024Q3: 34,898 shares; 2024Q4: 28,826 shares; 2025Q1: 15,861 shares; 2025Q2: 13,489 shares; 2025Q3: 14,169 shares; 2025Q4: 19,813 shares; 2026Q1: 23,902 shares 23,902 $1.22M 0.11% +4,089 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 15,170 shares; 2025Q1: 15,017 shares; 2025Q2: 13,752 shares; 2025Q3: 13,480 shares; 2025Q4: 13,136 shares; 2026Q1: 12,894 shares 12,894 $1.21M 0.11% -242 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,022 shares; 2025Q1: 1,880 shares; 2025Q2: 1,960 shares; 2025Q3: 1,975 shares; 2025Q4: 1,952 shares; 2026Q1: 1,965 shares 1,965 $1.19M 0.11% +13 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,636 shares; 2025Q1: 5,647 shares; 2025Q2: 6,203 shares; 2025Q3: 6,213 shares; 2025Q4: 6,213 shares; 2026Q1: 6,501 shares 6,501 $1.18M 0.11% +288 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,657 shares; 2025Q2: 3,013 shares; 2025Q3: 3,039 shares; 2025Q4: 3,046 shares; 2026Q1: 2,928 shares 2,928 $1.14M 0.1% -118 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,710 shares; 2025Q1: 2,901 shares; 2025Q2: 3,136 shares; 2025Q3: 3,133 shares; 2025Q4: 3,078 shares; 2026Q1: 3,567 shares 3,567 $1.11M 0.1% +489 Timeline SPEU 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; 2024Q2: restricted; 2024Q3: 23,734 shares; 2024Q4: 23,148 shares; 2025Q1: 22,649 shares; 2025Q2: 22,474 shares; 2025Q3: 22,357 shares; 2025Q4: 22,257 shares; 2026Q1: 21,629 shares 21,629 $1.11M 0.1% -628 Timeline HELO 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; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 5,436 shares; 2025Q1: 12,829 shares; 2025Q2: 12,805 shares; 2025Q3: 15,769 shares; 2025Q4: 17,056 shares; 2026Q1: 17,023 shares 17,023 $1.09M 0.1% -33 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 8,112 shares; 2025Q1: 7,439 shares; 2025Q2: 5,148 shares; 2025Q3: 11,413 shares; 2025Q4: 11,002 shares; 2026Q1: 10,130 shares 10,130 $1.08M 0.1% -872 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 12,531 shares; 2025Q1: 12,802 shares; 2025Q2: 13,283 shares; 2025Q3: 3,441 shares; 2025Q4: 3,600 shares; 2026Q1: 3,542 shares 3,542 $1.07M 0.1% -58 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; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,866 shares; 2025Q1: 7,241 shares; 2025Q2: 7,669 shares; 2025Q3: 7,206 shares; 2025Q4: 7,372 shares; 2026Q1: 7,295 shares 7,295 $1.05M 0.09% -77 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,591 shares; 2024Q4: 19,476 shares; 2025Q1: 19,768 shares; 2025Q2: 16,247 shares; 2025Q3: 15,597 shares; 2025Q4: 15,164 shares; 2026Q1: 15,164 shares 15,164 $1.02M 0.09% 0 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; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,516 shares; 2025Q1: 1,536 shares; 2025Q2: 2,212 shares; 2025Q3: 2,203 shares; 2025Q4: 2,256 shares; 2026Q1: 2,228 shares 2,228 $973K 0.09% -28 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,050 shares; 2024Q4: 12,236 shares; 2025Q1: 12,431 shares; 2025Q2: 16,503 shares; 2025Q3: 24,310 shares; 2025Q4: 24,720 shares; 2026Q1: 25,092 shares 25,092 $949K 0.09% +372 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,053 shares; 2025Q1: 1,069 shares; 2025Q2: 1,276 shares; 2025Q3: 1,368 shares; 2025Q4: 1,375 shares; 2026Q1: 1,379 shares 1,379 $941K 0.08% +4 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; 2024Q2: restricted; 2024Q3: 23,367 shares; 2024Q4: 22,210 shares; 2025Q1: 21,369 shares; 2025Q2: 20,851 shares; 2025Q3: 20,689 shares; 2025Q4: 20,662 shares; 2026Q1: 20,607 shares 20,607 $941K 0.08% -55 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 4,301 shares; 2025Q4: 4,412 shares; 2026Q1: 4,473 shares 4,473 $863K 0.08% +61 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,667 shares; 2026Q1: 4,339 shares 4,339 $833K 0.07% +1,672 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,778 shares; 2025Q1: 2,869 shares; 2025Q2: 3,217 shares; 2025Q3: 3,195 shares; 2025Q4: 3,398 shares; 2026Q1: 3,807 shares 3,807 $828K 0.07% +409 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,635 shares; 2025Q1: 1,618 shares; 2025Q2: 2,065 shares; 2025Q3: 2,070 shares; 2025Q4: 2,196 shares; 2026Q1: 2,411 shares 2,411 $828K 0.07% +215 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,444 shares; 2024Q4: 48,775 shares; 2025Q1: 59,619 shares; 2025Q2: 54,729 shares; 2025Q3: 53,731 shares; 2025Q4: 33,900 shares; 2026Q1: 27,649 shares 27,649 $807K 0.07% -6,251 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,735 shares; 2025Q1: 3,894 shares; 2025Q2: 4,997 shares; 2025Q3: 4,602 shares; 2025Q4: 4,267 shares; 2026Q1: 4,647 shares 4,647 $768K 0.07% +380 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 599 shares; 2025Q1: 615 shares; 2025Q2: 706 shares; 2025Q3: 722 shares; 2025Q4: 768 shares; 2026Q1: 904 shares 904 $765K 0.07% +136 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,878 shares; 2025Q1: 12,431 shares; 2025Q2: 12,331 shares; 2025Q3: 12,160 shares; 2025Q4: 11,085 shares; 2026Q1: 10,877 shares 10,877 $759K 0.07% -208 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,266 shares; 2024Q4: 45,126 shares; 2025Q1: 7,955 shares; 2025Q2: 8,293 shares; 2025Q3: 8,281 shares; 2025Q4: 5,566 shares; 2026Q1: 6,300 shares 6,300 $753K 0.07% +734 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,750 shares; 2025Q1: 3,906 shares; 2025Q2: 4,335 shares; 2025Q3: 4,340 shares; 2025Q4: 4,486 shares; 2026Q1: 4,546 shares 4,546 $748K 0.07% +60 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,940 shares 17,940 $742K 0.07% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 755 shares; 2025Q4: 757 shares; 2026Q1: 2,069 shares 2,069 $740K 0.07% +1,312 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,086 shares; 2025Q1: 1,238 shares; 2025Q2: 1,327 shares; 2025Q3: 1,569 shares; 2025Q4: 1,657 shares; 2026Q1: 1,454 shares 1,454 $727K 0.07% -203 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,500 shares; 2025Q1: 2,941 shares; 2025Q2: 3,235 shares; 2025Q3: 3,276 shares; 2025Q4: 4,061 shares; 2026Q1: 4,933 shares 4,933 $726K 0.07% +872 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,114 shares; 2025Q1: 6,445 shares; 2025Q2: 8,297 shares; 2025Q3: 6,724 shares; 2025Q4: 9,321 shares; 2026Q1: 9,532 shares 9,532 $725K 0.07% +211 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; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,903 shares; 2025Q1: 1,856 shares; 2025Q2: 2,441 shares; 2025Q3: 2,350 shares; 2025Q4: 2,625 shares; 2026Q1: 3,008 shares 3,008 $711K 0.06% +383 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,818 shares; 2025Q1: 10,165 shares; 2025Q2: 9,810 shares; 2025Q3: 9,810 shares; 2025Q4: 9,810 shares; 2026Q1: 9,900 shares 9,900 $695K 0.06% +90 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; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 1,048 shares; 2025Q3: not reported; 2025Q4: 3,532 shares; 2026Q1: 3,496 shares 3,496 $679K 0.06% -36 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 8,653 shares; 2025Q1: 8,175 shares; 2025Q2: 7,846 shares; 2025Q3: 7,806 shares; 2025Q4: 7,803 shares; 2026Q1: 7,693 shares 7,693 $676K 0.06% -110 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,801 shares; 2025Q1: 3,756 shares; 2025Q2: 3,600 shares; 2025Q3: 4,141 shares; 2025Q4: 4,475 shares; 2026Q1: 4,600 shares 4,600 $673K 0.06% +125 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; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,125 shares; 2025Q1: 3,122 shares; 2025Q2: 3,335 shares; 2025Q3: 3,323 shares; 2025Q4: 3,411 shares; 2026Q1: 3,422 shares 3,422 $671K 0.06% +11 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,740 shares; 2025Q3: 5,725 shares; 2025Q4: 6,119 shares; 2026Q1: 6,131 shares 6,131 $664K 0.06% +12 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,588 shares; 2025Q1: 1,598 shares; 2025Q2: 1,823 shares; 2025Q3: 1,813 shares; 2025Q4: 1,898 shares; 2026Q1: 2,009 shares 2,009 $660K 0.06% +111 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,036 shares; 2025Q3: 18,036 shares; 2025Q4: 18,118 shares; 2026Q1: 19,629 shares 19,629 $652K 0.06% +1,511 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; 2024Q2: restricted; 2024Q3: 1,254,568 shares; 2024Q4: 1,338,620 shares; 2025Q1: 31,348 shares; 2025Q2: 30,021 shares; 2025Q3: 19,926 shares; 2025Q4: 18,325 shares; 2026Q1: 14,943 shares 14,943 $651K 0.06% -3,382 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 395 shares; 2025Q1: 472 shares; 2025Q2: 573 shares; 2025Q3: 590 shares; 2025Q4: 5,949 shares; 2026Q1: 6,765 shares 6,765 $650K 0.06% +816 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 22,422 shares; 2025Q1: 29,140 shares; 2025Q2: 31,429 shares; 2025Q3: 33,554 shares; 2025Q4: 35,367 shares; 2026Q1: 33,058 shares 33,058 $649K 0.06% -2,309 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,494 shares; 2024Q4: 21,577 shares; 2025Q1: 28,048 shares; 2025Q2: 30,218 shares; 2025Q3: 32,253 shares; 2025Q4: 33,868 shares; 2026Q1: 31,698 shares 31,698 $647K 0.06% -2,170 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 14,143 shares; 2025Q1: 13,976 shares; 2025Q2: 14,058 shares; 2025Q3: 13,383 shares; 2025Q4: 13,538 shares; 2026Q1: 13,724 shares 13,724 $645K 0.06% +186 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,739 shares; 2024Q4: 147,589 shares; 2025Q1: 143,502 shares; 2025Q2: 137,305 shares; 2025Q3: 129,288 shares; 2025Q4: 127,630 shares; 2026Q1: 125,228 shares 125,228 $639K 0.06% -2,402 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,369 shares; 2025Q1: 1,558 shares; 2025Q2: 1,522 shares; 2025Q3: 1,278 shares; 2025Q4: 1,514 shares; 2026Q1: 1,850 shares 1,850 $632K 0.06% +336 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 1,867 shares; 2025Q3: 2,481 shares; 2025Q4: 2,705 shares; 2026Q1: 3,091 shares 3,091 $629K 0.06% +386 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,134 shares; 2025Q1: 1,161 shares; 2025Q2: 1,113 shares; 2025Q3: 1,109 shares; 2025Q4: 1,147 shares; 2026Q1: 1,159 shares 1,159 $624K 0.06% +12 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 22,041 shares; 2025Q1: 29,148 shares; 2025Q2: 31,456 shares; 2025Q3: 33,611 shares; 2025Q4: 35,422 shares; 2026Q1: 33,031 shares 33,031 $616K 0.06% -2,391 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 24,593 shares; 2025Q1: 32,539 shares; 2025Q2: 35,087 shares; 2025Q3: 37,503 shares; 2025Q4: 39,498 shares; 2026Q1: 36,822 shares 36,822 $616K 0.06% -2,676 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 22,616 shares; 2025Q1: 30,696 shares; 2025Q2: 33,298 shares; 2025Q3: 35,709 shares; 2025Q4: 37,659 shares; 2026Q1: 37,380 shares 37,380 $615K 0.06% -279 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,965 shares; 2024Q4: 17,979 shares; 2025Q1: 24,476 shares; 2025Q2: 26,605 shares; 2025Q3: 28,522 shares; 2025Q4: 30,040 shares; 2026Q1: 29,797 shares 29,797 $613K 0.06% -243 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,485 shares; 2025Q1: 2,059 shares; 2025Q2: 2,511 shares; 2025Q3: 2,574 shares; 2025Q4: 2,772 shares; 2026Q1: 3,190 shares 3,190 $605K 0.05% +418 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 10,560 shares; 2025Q3: 10,560 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares 10,560 $604K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,305 shares; 2025Q4: 2,458 shares; 2026Q1: 2,795 shares 2,795 $597K 0.05% +337 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,462 shares; 2025Q1: 3,403 shares; 2025Q2: 4,387 shares; 2025Q3: 4,457 shares; 2025Q4: 4,690 shares; 2026Q1: 5,167 shares 5,167 $586K 0.05% +477 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; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,250 shares; 2025Q1: 2,189 shares; 2025Q2: 2,057 shares; 2025Q3: 2,132 shares; 2025Q4: 2,221 shares; 2026Q1: 2,211 shares 2,211 $579K 0.05% -10 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 10,995 shares; 2025Q1: 12,105 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 11,651 shares; 2026Q1: 11,602 shares 11,602 $573K 0.05% -49 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 707 shares; 2025Q4: 544 shares; 2026Q1: 655 shares 655 $572K 0.05% +111 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; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 607 shares; 2025Q1: 596 shares; 2025Q2: 1,255 shares; 2025Q3: 1,088 shares; 2025Q4: 1,254 shares; 2026Q1: 1,229 shares 1,229 $567K 0.05% -25 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,089 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,747 shares; 2026Q1: 3,805 shares 3,805 $558K 0.05% +58 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 8,167 shares; 2025Q1: 7,930 shares; 2025Q2: 8,440 shares; 2025Q3: 8,409 shares; 2025Q4: 8,436 shares; 2026Q1: 8,336 shares 8,336 $550K 0.05% -100 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 3,123 shares; 2025Q1: 3,401 shares; 2025Q2: 4,272 shares; 2025Q3: 4,316 shares; 2025Q4: 3,992 shares; 2026Q1: 3,394 shares 3,394 $544K 0.05% -598 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,760 shares; 2025Q1: 7,143 shares; 2025Q2: 7,291 shares; 2025Q3: 8,652 shares; 2025Q4: 9,141 shares; 2026Q1: 9,765 shares 9,765 $542K 0.05% +624 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 8,056 shares; 2025Q1: 8,434 shares; 2025Q2: 8,029 shares; 2025Q3: 8,346 shares; 2025Q4: 7,092 shares; 2026Q1: 6,789 shares 6,789 $540K 0.05% -303 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,463 shares; 2025Q1: 1,552 shares; 2025Q2: 1,710 shares; 2025Q3: 1,781 shares; 2025Q4: 1,933 shares; 2026Q1: 1,901 shares 1,901 $539K 0.05% -32 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; 2024Q2: restricted; 2024Q3: 20,643 shares; 2024Q4: 21,896 shares; 2025Q1: 22,527 shares; 2025Q2: 28,765 shares; 2025Q3: 24,345 shares; 2025Q4: 20,743 shares; 2026Q1: 18,530 shares 18,530 $537K 0.05% -2,213 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,741 shares; 2025Q1: 3,713 shares; 2025Q2: 3,651 shares; 2025Q3: 3,820 shares; 2025Q4: 3,912 shares; 2026Q1: 3,686 shares 3,686 $535K 0.05% -226 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,106 shares; 2026Q1: 10,080 shares 10,080 $533K 0.05% -2,026 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,709 shares; 2025Q1: 1,693 shares; 2025Q2: 1,715 shares; 2025Q3: 1,649 shares; 2025Q4: 1,721 shares; 2026Q1: 1,622 shares 1,622 $520K 0.05% -99 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,565 shares; 2025Q1: 1,624 shares; 2025Q2: 1,475 shares; 2025Q3: 1,326 shares; 2025Q4: 1,380 shares; 2026Q1: 1,472 shares 1,472 $518K 0.05% +92 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,169 shares; 2026Q1: 4,830 shares 4,830 $516K 0.05% -339 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; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,189 shares; 2025Q1: 1,520 shares; 2025Q2: 1,664 shares; 2025Q3: 762 shares; 2025Q4: 789 shares; 2026Q1: 788 shares 788 $512K 0.05% -1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 5,033 shares; 2025Q1: 4,991 shares; 2025Q2: 5,342 shares; 2025Q3: 5,157 shares; 2025Q4: 5,196 shares; 2026Q1: 4,857 shares 4,857 $499K 0.04% -339 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,735 shares; 2025Q1: 6,493 shares; 2025Q2: 5,193 shares; 2025Q3: 5,170 shares; 2025Q4: 5,441 shares; 2026Q1: 5,460 shares 5,460 $489K 0.04% +19 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 6,868 shares; 2026Q1: 6,868 shares 6,868 $480K 0.04% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,535 shares; 2025Q1: 5,749 shares; 2025Q2: 5,684 shares; 2025Q3: 5,527 shares; 2025Q4: 4,723 shares; 2026Q1: 3,053 shares 3,053 $474K 0.04% -1,670 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,570 shares; 2025Q1: 1,603 shares; 2025Q2: 1,878 shares; 2025Q3: 1,848 shares; 2025Q4: 1,895 shares; 2026Q1: 2,161 shares 2,161 $468K 0.04% +266 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $455K 0.04% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,308 shares; 2024Q4: 25,201 shares; 2025Q1: 25,201 shares; 2025Q2: 20,757 shares; 2025Q3: 20,757 shares; 2025Q4: 20,757 shares; 2026Q1: 19,863 shares 19,863 $450K 0.04% -894 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 192 shares; 2025Q2: 252 shares; 2025Q3: 283 shares; 2025Q4: 281 shares; 2026Q1: 235 shares 235 $450K 0.04% -46 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,130 shares; 2026Q1: 1,106 shares 1,106 $442K 0.04% -24 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 605 shares 605 $440K 0.04% +1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,903 shares; 2026Q1: 3,993 shares 3,993 $425K 0.04% +1,090 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,883 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 11,883 shares; 2025Q4: 11,883 shares; 2026Q1: 11,883 shares 11,883 $416K 0.04% 0 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,002 shares; 2025Q3: 14,652 shares; 2025Q4: 17,467 shares; 2026Q1: 19,677 shares 19,677 $416K 0.04% +2,210 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 674 shares; 2025Q1: 720 shares; 2025Q2: 838 shares; 2025Q3: 829 shares; 2025Q4: 4,250 shares; 2026Q1: 3,850 shares 3,850 $403K 0.04% -400 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,361 shares; 2025Q1: 3,315 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,327 shares; 2026Q1: 3,547 shares 3,547 $401K 0.04% +220 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,560 shares; 2025Q2: 2,873 shares; 2025Q3: 3,151 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares 2,882 $399K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,443 shares; 2025Q2: 5,420 shares; 2025Q3: 5,517 shares; 2025Q4: 5,358 shares; 2026Q1: 5,441 shares 5,441 $391K 0.04% +83 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 5,752 shares; 2025Q1: 5,680 shares; 2025Q2: 5,708 shares; 2025Q3: 5,700 shares; 2025Q4: 5,693 shares; 2026Q1: 5,700 shares 5,700 $387K 0.03% +7 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; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,288 shares; 2025Q1: 770 shares; 2025Q2: 781 shares; 2025Q3: 807 shares; 2025Q4: 684 shares; 2026Q1: 634 shares 634 $379K 0.03% -50 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 7,013 shares; 2025Q4: 5,615 shares; 2026Q1: 6,113 shares 6,113 $376K 0.03% +498 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,009 shares; 2025Q4: 35,950 shares; 2026Q1: 15,342 shares 15,342 $374K 0.03% -20,608 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,480 shares; 2025Q4: 1,612 shares; 2026Q1: 1,764 shares 1,764 $351K 0.03% +152 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,076 shares; 2025Q3: 12,683 shares; 2025Q4: 15,102 shares; 2026Q1: 16,793 shares 16,793 $348K 0.03% +1,691 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,649 shares; 2025Q2: 3,652 shares; 2025Q3: 3,851 shares; 2025Q4: 3,829 shares; 2026Q1: 3,829 shares 3,829 $338K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,472 shares; 2025Q1: 1,511 shares; 2025Q2: 1,521 shares; 2025Q3: 1,518 shares; 2025Q4: 1,686 shares; 2026Q1: 1,491 shares 1,491 $337K 0.03% -195 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 2,169 shares; 2025Q4: 2,288 shares; 2026Q1: 2,400 shares 2,400 $334K 0.03% +112 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: not reported; 2025Q1: 2,465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,844 shares; 2026Q1: 3,919 shares 3,919 $324K 0.03% +1,075 Timeline RSPU 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; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares; 2026Q1: 3,934 shares 3,934 $319K 0.03% -32 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,303 shares; 2025Q4: 7,303 shares; 2026Q1: 11,257 shares 11,257 $313K 0.03% +3,954 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,958 shares; 2025Q3: 6,787 shares; 2025Q4: 13,416 shares; 2026Q1: 8,658 shares 8,658 $307K 0.03% -4,758 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 10,852 shares; 2025Q1: 12,731 shares; 2025Q2: 16,177 shares; 2025Q3: 18,810 shares; 2025Q4: 20,759 shares; 2026Q1: 1,080 shares 1,080 $292K 0.03% -19,679 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: 322 shares; 2025Q3: 273 shares; 2025Q4: 283 shares; 2026Q1: 333 shares 333 $288K 0.03% +50 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,866 shares; 2025Q3: 1,910 shares; 2025Q4: 1,871 shares; 2026Q1: 1,977 shares 1,977 $282K 0.03% +106 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 8,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,056 shares; 2026Q1: 11,299 shares 11,299 $281K 0.03% +3,243 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 811 shares; 2025Q3: 834 shares; 2025Q4: 901 shares; 2026Q1: 918 shares 918 $278K 0.03% +17 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares; 2026Q1: 2,832 shares 2,832 $276K 0.02% +268 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 323 shares; 2025Q4: 329 shares; 2026Q1: 375 shares 375 $273K 0.02% +46 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,936 shares; 2025Q1: 2,968 shares; 2025Q2: 2,939 shares; 2025Q3: 2,937 shares; 2025Q4: 2,945 shares; 2026Q1: 1,652 shares 1,652 $271K 0.02% -1,293 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,495 shares 15,495 $267K 0.02% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,706 shares; 2024Q4: 16,913 shares; 2025Q1: 14,437 shares; 2025Q2: 13,492 shares; 2025Q3: 13,599 shares; 2025Q4: 12,256 shares; 2026Q1: 12,361 shares 12,361 $266K 0.02% +105 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,186 shares; 2025Q4: 1,220 shares; 2026Q1: 1,317 shares 1,317 $260K 0.02% +97 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 1,805 shares; 2025Q3: 1,981 shares; 2025Q4: 2,140 shares; 2026Q1: 2,005 shares 2,005 $258K 0.02% -135 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares; 2026Q1: 1,582 shares 1,582 $253K 0.02% +140 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,325 shares; 2025Q1: 1,424 shares; 2025Q2: 1,350 shares; 2025Q3: 1,223 shares; 2025Q4: not reported; 2026Q1: 1,456 shares 1,456 $251K 0.02% new Timeline CIBR 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,127 shares; 2025Q3: 3,308 shares; 2025Q4: 4,330 shares; 2026Q1: 3,992 shares 3,992 $250K 0.02% -338 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $250K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares 1,876 $246K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,999 shares 1,999 $245K 0.02% new Timeline EMLP 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares; 2026Q1: 5,516 shares 5,516 $241K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,853 shares 5,853 $240K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 660 shares; 2026Q1: 601 shares 601 $239K 0.02% -59 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 264 shares 264 $236K 0.02% +12 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,839 shares 4,839 $233K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,120 shares; 2025Q1: 1,521 shares; 2025Q2: 1,181 shares; 2025Q3: 878 shares; 2025Q4: 782 shares; 2026Q1: 1,241 shares 1,241 $232K 0.02% +459 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares 846 $229K 0.02% new Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,124 shares 4,124 $229K 0.02% new 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; 2024Q2: restricted; 2024Q3: 279,977 shares; 2024Q4: 310,529 shares; 2025Q1: 316,453 shares; 2025Q2: 338,955 shares; 2025Q3: 367,651 shares; 2025Q4: 389,055 shares; 2026Q1: 4,436 shares 4,436 $223K 0.02% -384,619 Timeline JIRE 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 3,154 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares 2,938 $223K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares 2,395 $222K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,196 shares; 2025Q1: 4,062 shares; 2025Q2: 3,904 shares; 2025Q3: 3,420 shares; 2025Q4: not reported; 2026Q1: 3,059 shares 3,059 $221K 0.02% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 4,659 shares; 2025Q4: 4,659 shares; 2026Q1: 4,659 shares 4,659 $220K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,123 shares; 2026Q1: 2,946 shares 2,946 $219K 0.02% -177 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 996 shares; 2025Q2: 1,034 shares; 2025Q3: 1,028 shares; 2025Q4: 1,030 shares; 2026Q1: 1,058 shares 1,058 $219K 0.02% +28 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,180 shares; 2025Q4: 1,230 shares; 2026Q1: 1,195 shares 1,195 $218K 0.02% -35 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: 741 shares 741 $216K 0.02% +42 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,932 shares 2,932 $213K 0.02% new Timeline FJUN 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,769 shares; 2025Q3: 3,768 shares; 2025Q4: 3,766 shares; 2026Q1: 3,766 shares 3,766 $213K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $213K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 859 shares 859 $212K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 794 shares 794 $212K 0.02% +48 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 2,265 shares 2,265 $209K 0.02% +23 Timeline FMAY 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares 3,916 $207K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631 $206K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,239 shares; 2025Q4: not reported; 2026Q1: 1,555 shares 1,555 $205K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 547 shares; 2025Q2: 511 shares; 2025Q3: 470 shares; 2025Q4: 497 shares; 2026Q1: 469 shares 469 $205K 0.02% -28 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 3,736 shares; 2025Q1: 3,949 shares; 2025Q2: 5,598 shares; 2025Q3: 3,865 shares; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538 $204K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,285 shares; 2025Q1: 2,601 shares; 2025Q2: 2,308 shares; 2025Q3: 2,357 shares; 2025Q4: 2,538 shares; 2026Q1: 2,096 shares 2,096 $202K 0.02% -442 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,359 shares 5,359 $200K 0.02% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,180 shares; 2024Q4: 22,519 shares; 2025Q1: 21,038 shares; 2025Q2: 18,294 shares; 2025Q3: 17,707 shares; 2025Q4: 14,380 shares; 2026Q1: 10,098 shares 10,098 $197K 0.02% -4,282 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,139 shares; 2025Q3: 17,047 shares; 2025Q4: 10,978 shares; 2026Q1: 10,414 shares 10,414 $164K 0.01% -564 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,899 shares; 2026Q1: 13,628 shares 13,628 $136K 0.01% +1,729 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,861 shares; 2025Q2: 10,797 shares; 2025Q3: 11,044 shares; 2025Q4: 11,174 shares; 2026Q1: 11,529 shares 11,529 $133K 0.01% +355 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,008 shares 10,008 $113K 0.01% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,960 shares 11,960 $94K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 11,792 shares; 2025Q1: 15,429 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares; 2025Q4: 17,028 shares; 2026Q1: 19,718 shares 19,718 $87.9K 0.01% +2,690 Timeline