SHY 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: 415,403 shares; 2024Q4: 457,058 shares; 2025Q1: 451,616 shares; 2025Q2: 452,822 shares; 2025Q3: 469,851 shares; 2025Q4: 505,362 shares; 2026Q1: 537,036 shares 537,036 $44.3M 8.27% +31,674 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: 126,437 shares; 2024Q4: 127,814 shares; 2025Q1: 150,508 shares; 2025Q2: 150,762 shares; 2025Q3: 149,681 shares; 2025Q4: 145,660 shares; 2026Q1: 140,160 shares 140,160 $34.3M 6.39% -5,500 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: 140,442 shares; 2024Q4: 137,531 shares; 2025Q1: 137,413 shares; 2025Q2: 137,672 shares; 2025Q3: 133,933 shares; 2025Q4: 105,770 shares; 2026Q1: 103,219 shares 103,219 $29.7M 5.53% -2,551 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530,236 shares; 2025Q2: 556,760 shares; 2025Q3: 563,100 shares; 2025Q4: 580,380 shares; 2026Q1: 572,791 shares 572,791 $29.4M 5.49% -7,589 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,689 shares; 2024Q4: 512,804 shares; 2025Q1: 517,934 shares; 2025Q2: 516,668 shares; 2025Q3: 516,782 shares; 2025Q4: 524,043 shares; 2026Q1: 522,260 shares 522,260 $28.3M 5.27% -1,783 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,765 shares; 2024Q4: 164,553 shares; 2025Q1: 172,827 shares; 2025Q2: 165,073 shares; 2025Q3: 157,936 shares; 2025Q4: 146,440 shares; 2026Q1: 113,864 shares 113,864 $28.1M 5.24% -32,576 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,902 shares; 2024Q4: 96,717 shares; 2025Q1: 98,158 shares; 2025Q2: 95,161 shares; 2025Q3: 94,662 shares; 2025Q4: 95,881 shares; 2026Q1: 95,104 shares 95,104 $28.1M 5.24% -777 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,669 shares; 2024Q4: 160,831 shares; 2025Q1: 164,830 shares; 2025Q2: 155,320 shares; 2025Q3: 153,348 shares; 2025Q4: 145,422 shares; 2026Q1: 107,269 shares 107,269 $27.3M 5.09% -38,153 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,901 shares; 2025Q3: 55,722 shares; 2025Q4: 53,300 shares; 2026Q1: 52,828 shares 52,828 $26M 4.84% -472 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: 142,525 shares; 2024Q4: 130,118 shares; 2025Q1: 126,615 shares; 2025Q2: 124,295 shares; 2025Q3: 122,362 shares; 2025Q4: 121,965 shares; 2026Q1: 123,774 shares 123,774 $25.8M 4.81% +1,809 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: 650,254 shares; 2024Q4: 653,444 shares; 2025Q1: 784,467 shares; 2025Q2: 796,840 shares; 2025Q3: 805,016 shares; 2025Q4: 834,814 shares; 2026Q1: 898,150 shares 898,150 $25.2M 4.7% +63,336 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,128 shares; 2024Q4: 411,245 shares; 2025Q1: 413,318 shares; 2025Q2: 385,565 shares; 2025Q3: 379,648 shares; 2025Q4: 379,387 shares; 2026Q1: 380,335 shares 380,335 $25.2M 4.7% +948 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,389 shares; 2024Q4: 439,309 shares; 2025Q1: 434,199 shares; 2025Q2: 430,459 shares; 2025Q3: 416,853 shares; 2025Q4: 617,483 shares; 2026Q1: 615,995 shares 615,995 $24.9M 4.65% -1,488 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,129 shares; 2024Q4: 84,612 shares; 2025Q1: 84,352 shares; 2025Q2: 82,208 shares; 2025Q3: 82,512 shares; 2025Q4: 86,242 shares; 2026Q1: 114,520 shares 114,520 $23.3M 4.34% +28,278 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: 186,850 shares; 2024Q4: 186,791 shares; 2025Q1: 197,437 shares; 2025Q2: 195,110 shares; 2025Q3: 195,497 shares; 2025Q4: 199,156 shares; 2026Q1: 221,538 shares 221,538 $22.7M 4.24% +22,382 Timeline FISV FISERV INC More: the full row for FISERV 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: 372,979 shares; 2026Q1: 401,390 shares 401,390 $22.4M 4.17% +28,411 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: 45,362 shares; 2024Q4: 44,281 shares; 2025Q1: 44,301 shares; 2025Q2: 43,769 shares; 2025Q3: 43,747 shares; 2025Q4: 44,541 shares; 2026Q1: 44,686 shares 44,686 $22.3M 4.16% +145 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: 75,255 shares; 2024Q4: 74,018 shares; 2025Q1: 73,007 shares; 2025Q2: 71,366 shares; 2025Q3: 71,495 shares; 2025Q4: 72,836 shares; 2026Q1: 73,120 shares 73,120 $22.1M 4.12% +284 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,212 shares; 2024Q4: 449,356 shares; 2025Q1: 450,279 shares; 2025Q2: 445,219 shares; 2025Q3: 441,474 shares; 2025Q4: 290,524 shares; 2026Q1: 284,947 shares 284,947 $12.7M 2.36% -5,577 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,110 shares; 2024Q4: 75,110 shares; 2025Q1: 75,110 shares; 2025Q2: 75,110 shares; 2025Q3: 75,110 shares; 2025Q4: 75,110 shares; 2026Q1: 75,110 shares 75,110 $7.78M 1.45% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 1.07% 0 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: 9,260 shares; 2024Q4: 9,001 shares; 2025Q1: 8,987 shares; 2025Q2: 8,897 shares; 2025Q3: 10,201 shares; 2025Q4: 9,652 shares; 2026Q1: 9,652 shares 9,652 $4.63M 0.86% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,922 shares; 2024Q4: 54,842 shares; 2025Q1: 54,842 shares; 2025Q2: 54,842 shares; 2025Q3: 54,842 shares; 2025Q4: 54,842 shares; 2026Q1: 54,842 shares 54,842 $2.85M 0.53% 0 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: 7,998 shares; 2024Q4: 13,040 shares; 2025Q1: 13,065 shares; 2025Q2: 13,065 shares; 2025Q3: 13,077 shares; 2025Q4: 8,303 shares; 2026Q1: 8,303 shares 8,303 $2.11M 0.39% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,848 shares; 2024Q4: 16,848 shares; 2025Q1: 16,848 shares; 2025Q2: 16,848 shares; 2025Q3: 16,848 shares; 2025Q4: 16,848 shares; 2026Q1: 16,848 shares 16,848 $1.28M 0.24% 0 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: 7,080 shares; 2024Q4: 7,080 shares; 2025Q1: 7,067 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 6,580 shares 6,580 $1.2M 0.22% 0 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: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,335 shares 3,335 $1.13M 0.21% 0 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: 2,569 shares; 2024Q4: 2,469 shares; 2025Q1: 2,482 shares; 2025Q2: 2,386 shares; 2025Q3: 2,388 shares; 2025Q4: 1,820 shares; 2026Q1: 2,283 shares 2,283 $845K 0.16% +463 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: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,792 shares; 2026Q1: 3,792 shares 3,792 $785K 0.15% 0 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: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,538 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares 2,529 $744K 0.14% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares 3,217 $669K 0.12% 0 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares; 2026Q1: 1,918 shares 1,918 $658K 0.12% 0 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: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares 4,492 $649K 0.12% 0 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: 1,064 shares; 2024Q4: 990 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 948 shares; 2025Q4: 950 shares; 2026Q1: 952 shares 952 $619K 0.12% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $582K 0.11% new 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: 1,601 shares; 2024Q4: 1,690 shares; 2025Q1: 1,918 shares; 2025Q2: 2,023 shares; 2025Q3: 1,992 shares; 2025Q4: 2,427 shares; 2026Q1: 2,313 shares 2,313 $444K 0.08% -114 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: 2,819 shares; 2024Q4: 2,819 shares; 2025Q1: 2,833 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares 2,819 $438K 0.08% 0 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 759 shares 759 $434K 0.08% +309 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 32,501 shares; 2025Q1: 103,225 shares; 2025Q2: 103,225 shares; 2025Q3: 103,225 shares; 2025Q4: 103,225 shares; 2026Q1: 39,725 shares 39,725 $381K 0.07% -63,500 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: 824 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 886 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 975 shares 975 $362K 0.07% +46 Timeline ZONE ZONE FRONTIER INC More: the full row for ZONE FRONTIER 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: 57,471 shares; 2025Q4: 57,471 shares; 2026Q1: 57,471 shares 57,471 $20.5K <0.01% 0 Timeline