BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,754 shares; 2024Q4: 112,790 shares; 2025Q1: 112,647 shares; 2025Q2: 112,216 shares; 2025Q3: 112,623 shares 112,623 $56.6M 34.55% +407 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,475 shares; 2024Q4: 225,273 shares; 2025Q1: 228,963 shares; 2025Q2: 228,403 shares; 2025Q3: 228,053 shares 228,053 $15.6M 9.54% -350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,662 shares; 2024Q4: 177,697 shares; 2025Q1: 176,579 shares; 2025Q2: 176,189 shares; 2025Q3: 174,709 shares 174,709 $11.1M 6.75% -1,480 Timeline BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,140 shares; 2024Q4: 303,525 shares; 2025Q1: 304,920 shares; 2025Q2: 304,440 shares; 2025Q3: 302,840 shares 302,840 $10.4M 6.36% -1,600 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,826 shares; 2024Q4: 115,316 shares; 2025Q1: 116,366 shares; 2025Q2: 116,366 shares; 2025Q3: 115,721 shares 115,721 $8.74M 5.33% -645 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,450 shares; 2024Q4: 33,875 shares; 2025Q1: 33,962 shares; 2025Q2: 33,557 shares; 2025Q3: 33,533 shares 33,533 $8.54M 5.21% -24 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,240 shares; 2025Q3: 33,195 shares 33,195 $8.07M 4.92% -45 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,027 shares; 2024Q4: 53,342 shares; 2025Q1: 55,122 shares; 2025Q2: 55,212 shares; 2025Q3: 54,982 shares 54,982 $6.93M 4.23% -230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,416 shares; 2024Q4: 41,456 shares; 2025Q1: 41,456 shares; 2025Q2: 41,521 shares; 2025Q3: 41,171 shares 41,171 $6.89M 4.2% -350 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,560 shares; 2024Q4: 167,080 shares; 2025Q1: 168,760 shares; 2025Q2: 168,635 shares; 2025Q3: 166,060 shares 166,060 $6.51M 3.97% -2,575 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,345 shares; 2024Q4: 121,345 shares; 2025Q1: 123,045 shares; 2025Q2: 123,295 shares; 2025Q3: 123,795 shares 123,795 $5.85M 3.57% +500 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,670 shares; 2024Q4: 29,195 shares; 2025Q1: 29,235 shares; 2025Q2: 20,400 shares; 2025Q3: 20,350 shares 20,350 $5.69M 3.47% -50 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,546 shares; 2024Q4: 121,896 shares; 2025Q1: 121,796 shares; 2025Q2: 118,476 shares; 2025Q3: 117,876 shares 117,876 $5.18M 3.16% -600 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,860 shares 16,860 $4.16M 2.54% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,894 shares; 2024Q4: 51,829 shares; 2025Q1: 45,579 shares; 2025Q2: 45,604 shares; 2025Q3: 45,554 shares 45,554 $2.04M 1.25% -50 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,202 shares; 2025Q2: 27,302 shares; 2025Q3: 27,302 shares 27,302 $918K 0.56% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,601 shares; 2025Q1: 1,598 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares 1,548 $309K 0.19% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $284K 0.17% 0 Timeline