BIL 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: not loaded; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 176,687 shares; 2025Q3: not reported; 2025Q4: 54,239 shares; 2026Q1: 372,188 shares 372,188 $34M 3.7% +317,949 Timeline VV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,021 shares 73,021 $22.1M 2.41% new Timeline FDVV 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 loaded; 2024Q4: 358,991 shares; 2025Q1: 390,411 shares; 2025Q2: 359,916 shares; 2025Q3: 374,352 shares; 2025Q4: 386,760 shares; 2026Q1: 395,352 shares 395,352 $22.1M 2.4% +8,592 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 loaded; 2024Q4: 396,060 shares; 2025Q1: 430,327 shares; 2025Q2: 406,951 shares; 2025Q3: 420,506 shares; 2025Q4: 517,361 shares; 2026Q1: 416,693 shares 416,693 $21.4M 2.33% -100,668 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: not loaded; 2024Q4: 67,402 shares; 2025Q1: 65,775 shares; 2025Q2: 30,926 shares; 2025Q3: 31,178 shares; 2025Q4: 62,937 shares; 2026Q1: 81,715 shares 81,715 $21.2M 2.3% +18,778 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: not loaded; 2024Q4: 1,178 shares; 2025Q1: 834 shares; 2025Q2: 31,085 shares; 2025Q3: 31,948 shares; 2025Q4: 33,448 shares; 2026Q1: 34,896 shares 34,896 $21.1M 2.3% +1,448 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,651 shares; 2025Q3: 239,102 shares; 2025Q4: 245,196 shares; 2026Q1: 247,434 shares 247,434 $19.8M 2.16% +2,238 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: not loaded; 2024Q4: 41,606 shares; 2025Q1: 43,536 shares; 2025Q2: 43,673 shares; 2025Q3: 44,532 shares; 2025Q4: 45,895 shares; 2026Q1: 65,610 shares 65,610 $19.7M 2.14% +19,715 Timeline XMMO 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 loaded; 2024Q4: 27,135 shares; 2025Q1: 29,260 shares; 2025Q2: 98,815 shares; 2025Q3: 107,077 shares; 2025Q4: 130,882 shares; 2026Q1: 119,630 shares 119,630 $17.6M 1.92% -11,252 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: not loaded; 2024Q4: 42,522 shares; 2025Q1: 43,280 shares; 2025Q2: 60,166 shares; 2025Q3: 59,660 shares; 2025Q4: 69,891 shares; 2026Q1: 96,132 shares 96,132 $17.1M 1.86% +26,241 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: not loaded; 2024Q4: 25,948 shares; 2025Q1: 27,503 shares; 2025Q2: 22,946 shares; 2025Q3: 23,240 shares; 2025Q4: 27,685 shares; 2026Q1: 43,919 shares 43,919 $16.4M 1.78% +16,234 Timeline IXUS 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 loaded; 2024Q4: 3,030 shares; 2025Q1: 3,308 shares; 2025Q2: 2,848 shares; 2025Q3: 2,796 shares; 2025Q4: 2,799 shares; 2026Q1: 177,317 shares 177,317 $15.5M 1.69% +174,518 Timeline SMLF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,184 shares 163,184 $12.5M 1.36% new 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: not loaded; 2024Q4: 28,595 shares; 2025Q1: 29,970 shares; 2025Q2: 25,902 shares; 2025Q3: 26,047 shares; 2025Q4: 27,915 shares; 2026Q1: 40,420 shares 40,420 $11.9M 1.3% +12,505 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,729 shares; 2025Q1: 16,945 shares; 2025Q2: 18,431 shares; 2025Q3: 19,104 shares; 2025Q4: 19,357 shares; 2026Q1: 31,907 shares 31,907 $11.4M 1.25% +12,550 Timeline FSMD 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 loaded; 2024Q4: 225,841 shares; 2025Q1: 246,659 shares; 2025Q2: 227,826 shares; 2025Q3: 236,989 shares; 2025Q4: 243,956 shares; 2026Q1: 247,373 shares 247,373 $11.3M 1.23% +3,417 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: not loaded; 2024Q4: 30,873 shares; 2025Q1: 30,559 shares; 2025Q2: 32,070 shares; 2025Q3: 31,766 shares; 2025Q4: 33,542 shares; 2026Q1: 27,054 shares 27,054 $10.2M 1.11% -6,488 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: not loaded; 2024Q4: 42,450 shares; 2025Q1: 44,414 shares; 2025Q2: 46,612 shares; 2025Q3: 49,321 shares; 2025Q4: 52,848 shares; 2026Q1: 61,693 shares 61,693 $10.1M 1.1% +8,845 Timeline IHDG 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: not loaded; 2024Q4: 165,783 shares; 2025Q1: 180,945 shares; 2025Q2: 188,030 shares; 2025Q3: 195,569 shares; 2025Q4: 200,378 shares; 2026Q1: 203,535 shares 203,535 $9.99M 1.09% +3,157 Timeline DFAC 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: not loaded; 2024Q4: 224,092 shares; 2025Q1: 230,734 shares; 2025Q2: 245,412 shares; 2025Q3: 255,182 shares; 2025Q4: 268,219 shares; 2026Q1: 251,219 shares 251,219 $9.89M 1.08% -17,000 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: not loaded; 2024Q4: 18,802 shares; 2025Q1: 19,027 shares; 2025Q2: 13,553 shares; 2025Q3: 12,952 shares; 2025Q4: 18,892 shares; 2026Q1: 41,463 shares 41,463 $8.82M 0.96% +22,571 Timeline DEM 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: not loaded; 2024Q4: 111,762 shares; 2025Q1: 124,585 shares; 2025Q2: 148,010 shares; 2025Q3: 152,169 shares; 2025Q4: 167,382 shares; 2026Q1: 170,304 shares 170,304 $8.45M 0.92% +2,922 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: not loaded; 2024Q4: 85,363 shares; 2025Q1: 87,707 shares; 2025Q2: 81,399 shares; 2025Q3: 86,022 shares; 2025Q4: 89,338 shares; 2026Q1: 104,159 shares 104,159 $8.38M 0.91% +14,821 Timeline DFSD 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: not loaded; 2024Q4: 134,557 shares; 2025Q1: 144,810 shares; 2025Q2: 153,217 shares; 2025Q3: 164,357 shares; 2025Q4: 170,865 shares; 2026Q1: 174,153 shares 174,153 $8.34M 0.91% +3,288 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: not loaded; 2024Q4: 21,601 shares; 2025Q1: 22,918 shares; 2025Q2: 17,604 shares; 2025Q3: 17,554 shares; 2025Q4: 19,298 shares; 2026Q1: 24,181 shares 24,181 $7.6M 0.83% +4,883 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: not loaded; 2024Q4: 16,418 shares; 2025Q1: 16,336 shares; 2025Q2: 2,435 shares; 2025Q3: not reported; 2025Q4: 15,016 shares; 2026Q1: 50,800 shares 50,800 $7.55M 0.82% +35,784 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,547 shares 148,547 $7.5M 0.82% new Timeline DFCF 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: not loaded; 2024Q4: 149,510 shares; 2025Q1: 150,411 shares; 2025Q2: 151,753 shares; 2025Q3: 162,512 shares; 2025Q4: 174,591 shares; 2026Q1: 172,534 shares 172,534 $7.29M 0.79% -2,057 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: not loaded; 2024Q4: 94,871 shares; 2025Q1: 100,969 shares; 2025Q2: 108,308 shares; 2025Q3: 111,517 shares; 2025Q4: 112,752 shares; 2026Q1: 143,567 shares 143,567 $7.19M 0.78% +30,815 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: not loaded; 2024Q4: 23,789 shares; 2025Q1: 22,688 shares; 2025Q2: 17,920 shares; 2025Q3: 17,717 shares; 2025Q4: 20,157 shares; 2026Q1: 20,311 shares 20,311 $7.17M 0.78% +154 Timeline JPIB 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 loaded; 2024Q4: 74,607 shares; 2025Q1: 78,609 shares; 2025Q2: 25,578 shares; 2025Q3: 20,678 shares; 2025Q4: 141,410 shares; 2026Q1: 144,486 shares 144,486 $6.89M 0.75% +3,076 Timeline VYMI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,686 shares; 2026Q1: 71,747 shares 71,747 $6.84M 0.74% +59,061 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 loaded; 2024Q4: 16,897 shares; 2025Q1: 26,278 shares; 2025Q2: 8,016 shares; 2025Q3: 6,370 shares; 2025Q4: 14,014 shares; 2026Q1: 20,184 shares 20,184 $6.56M 0.71% +6,170 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: not loaded; 2024Q4: 2,050 shares; 2025Q1: 2,303 shares; 2025Q2: 2,093 shares; 2025Q3: 2,080 shares; 2025Q4: 2,114 shares; 2026Q1: 6,962 shares 6,962 $6.45M 0.7% +4,848 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: not loaded; 2024Q4: 1,675 shares; 2025Q1: 1,940 shares; 2025Q2: 4,699 shares; 2025Q3: 4,872 shares; 2025Q4: 5,957 shares; 2026Q1: 11,167 shares 11,167 $6.4M 0.7% +5,210 Timeline FENY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,693 shares 182,693 $6.08M 0.66% new 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 loaded; 2024Q4: 7,727 shares; 2025Q1: 7,993 shares; 2025Q2: 7,541 shares; 2025Q3: 7,762 shares; 2025Q4: 7,902 shares; 2026Q1: 8,013 shares 8,013 $5.99M 0.65% +111 Timeline PWB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,520 shares 45,520 $5.9M 0.64% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,654 shares 37,654 $5.52M 0.6% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,980 shares 24,980 $5.51M 0.6% new 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: not loaded; 2024Q4: 8,902 shares; 2025Q1: 9,003 shares; 2025Q2: 8,254 shares; 2025Q3: 8,358 shares; 2025Q4: 9,723 shares; 2026Q1: 17,770 shares 17,770 $5.39M 0.59% +8,047 Timeline GMAR 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 loaded; 2024Q4: 125,868 shares; 2025Q1: 128,629 shares; 2025Q2: 128,307 shares; 2025Q3: 128,307 shares; 2025Q4: 128,059 shares; 2026Q1: 128,059 shares 128,059 $5.38M 0.59% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,984 shares 95,984 $5.34M 0.58% new Timeline ILCV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,112 shares 56,112 $5.27M 0.57% new 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: not loaded; 2024Q4: 6,762 shares; 2025Q1: 7,676 shares; 2025Q2: 7,224 shares; 2025Q3: 7,450 shares; 2025Q4: 7,680 shares; 2026Q1: 24,452 shares 24,452 $5.05M 0.55% +16,772 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 loaded; 2024Q4: 14,058 shares; 2025Q1: 14,857 shares; 2025Q2: 14,714 shares; 2025Q3: 15,175 shares; 2025Q4: 15,368 shares; 2026Q1: 16,089 shares 16,089 $4.92M 0.54% +721 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,242 shares; 2025Q2: 25,917 shares; 2025Q3: 26,135 shares; 2025Q4: 26,808 shares; 2026Q1: 32,248 shares 32,248 $4.89M 0.53% +5,440 Timeline SCHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,492 shares; 2026Q1: 212,979 shares 212,979 $4.82M 0.52% +7,487 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,993 shares; 2026Q1: 115,599 shares 115,599 $4.8M 0.52% +3,606 Timeline DUSB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,027 shares; 2025Q3: 79,501 shares; 2025Q4: 89,907 shares; 2026Q1: 91,892 shares 91,892 $4.66M 0.51% +1,985 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: not loaded; 2024Q4: 10,238 shares; 2025Q1: 9,571 shares; 2025Q2: 6,815 shares; 2025Q3: 6,984 shares; 2025Q4: 9,328 shares; 2026Q1: 23,364 shares 23,364 $4.65M 0.51% +14,036 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,577 shares 18,577 $4.6M 0.5% new Timeline VWOB 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: not loaded; 2024Q4: 18,721 shares; 2025Q1: 44,245 shares; 2025Q2: 12,647 shares; 2025Q3: 9,896 shares; 2025Q4: 67,519 shares; 2026Q1: 69,557 shares 69,557 $4.57M 0.5% +2,038 Timeline IEF 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 loaded; 2024Q4: 49,601 shares; 2025Q1: 51,687 shares; 2025Q2: 13,121 shares; 2025Q3: 11,859 shares; 2025Q4: 45,755 shares; 2026Q1: 47,056 shares 47,056 $4.47M 0.49% +1,301 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,515 shares; 2025Q4: 152,228 shares; 2026Q1: 149,072 shares 149,072 $4.47M 0.49% -3,156 Timeline DFIC 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: not loaded; 2024Q4: 91,839 shares; 2025Q1: 105,934 shares; 2025Q2: 108,720 shares; 2025Q3: 116,083 shares; 2025Q4: 120,278 shares; 2026Q1: 122,022 shares 122,022 $4.41M 0.48% +1,744 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: not loaded; 2024Q4: 3,286 shares; 2025Q1: 3,292 shares; 2025Q2: 3,289 shares; 2025Q3: 3,292 shares; 2025Q4: 3,491 shares; 2026Q1: 39,245 shares 39,245 $4.4M 0.48% +35,754 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: not loaded; 2024Q4: 5,496 shares; 2025Q1: 7,855 shares; 2025Q2: 2,984 shares; 2025Q3: 4,590 shares; 2025Q4: 10,662 shares; 2026Q1: 28,078 shares 28,078 $4.4M 0.48% +17,416 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: not loaded; 2024Q4: 1,858 shares; 2025Q1: 1,781 shares; 2025Q2: 1,450 shares; 2025Q3: 1,518 shares; 2025Q4: 1,510 shares; 2026Q1: 26,220 shares 26,220 $4.37M 0.48% +24,710 Timeline 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 loaded; 2024Q4: 95,670 shares; 2025Q1: 100,294 shares; 2025Q2: 27,496 shares; 2025Q3: 28,545 shares; 2025Q4: 93,030 shares; 2026Q1: 91,453 shares 91,453 $4.29M 0.47% -1,577 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: not loaded; 2024Q4: 690 shares; 2025Q1: 804 shares; 2025Q2: 466 shares; 2025Q3: 449 shares; 2025Q4: 430 shares; 2026Q1: 4,195 shares 4,195 $4.27M 0.46% +3,765 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: not loaded; 2024Q4: 11,304 shares; 2025Q1: 10,658 shares; 2025Q2: 6,268 shares; 2025Q3: 8,049 shares; 2025Q4: 11,663 shares; 2026Q1: 16,788 shares 16,788 $4.05M 0.44% +5,125 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: not loaded; 2024Q4: 347 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,252 shares; 2026Q1: 38,826 shares 38,826 $3.84M 0.42% +32,574 Timeline FV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,763 shares 61,763 $3.79M 0.41% new 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: not loaded; 2024Q4: 11,202 shares; 2025Q1: 11,222 shares; 2025Q2: 5,042 shares; 2025Q3: 4,879 shares; 2025Q4: 11,062 shares; 2026Q1: 12,370 shares 12,370 $3.68M 0.4% +1,308 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,481 shares 101,481 $3.52M 0.38% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,567 shares 25,567 $3.38M 0.37% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,223 shares; 2025Q4: 28,671 shares; 2026Q1: 29,623 shares 29,623 $3.34M 0.36% +952 Timeline MINO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,440 shares; 2025Q4: 68,327 shares; 2026Q1: 73,265 shares 73,265 $3.31M 0.36% +4,938 Timeline UAPR 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: not loaded; 2024Q4: 131,129 shares; 2025Q1: 104,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,291 shares; 2026Q1: 98,291 shares 98,291 $3.3M 0.36% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,561 shares 10,561 $3.26M 0.35% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 5,864 shares 5,864 $3.25M 0.35% +5,247 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,945 shares; 2025Q1: 36,803 shares; 2025Q2: 1,721 shares; 2025Q3: 5,654 shares; 2025Q4: 29,602 shares; 2026Q1: 13,279 shares 13,279 $3.22M 0.35% -16,323 Timeline DFAU 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: not loaded; 2024Q4: 48,780 shares; 2025Q1: 58,401 shares; 2025Q2: 56,046 shares; 2025Q3: 64,955 shares; 2025Q4: 68,376 shares; 2026Q1: 69,355 shares 69,355 $3.17M 0.34% +979 Timeline UCON 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 loaded; 2024Q4: 120,510 shares; 2025Q1: 125,489 shares; 2025Q2: 45,250 shares; 2025Q3: 52,749 shares; 2025Q4: 127,103 shares; 2026Q1: 125,343 shares 125,343 $3.11M 0.34% -1,760 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,503 shares 8,503 $3.09M 0.34% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,346 shares; 2025Q3: 14,809 shares; 2025Q4: 116,185 shares; 2026Q1: 123,329 shares 123,329 $3.06M 0.33% +7,144 Timeline EPS 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: not loaded; 2024Q4: 44,460 shares; 2025Q1: 44,247 shares; 2025Q2: 43,358 shares; 2025Q3: 43,267 shares; 2025Q4: 43,267 shares; 2026Q1: 43,184 shares 43,184 $2.98M 0.32% -83 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,166 shares 17,166 $2.97M 0.32% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 304 shares; 2025Q4: 332 shares; 2026Q1: 3,401 shares 3,401 $2.95M 0.32% +3,069 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,795 shares 63,795 $2.9M 0.32% new Timeline EAPR 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: not loaded; 2024Q4: 97,131 shares; 2025Q1: 95,732 shares; 2025Q2: 18,410 shares; 2025Q3: 13,854 shares; 2025Q4: 97,091 shares; 2026Q1: 93,632 shares 93,632 $2.84M 0.31% -3,459 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: not loaded; 2024Q4: 5,092 shares; 2025Q1: 4,833 shares; 2025Q2: 4,513 shares; 2025Q3: 4,376 shares; 2025Q4: 3,338 shares; 2026Q1: 8,469 shares 8,469 $2.77M 0.3% +5,131 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,672 shares; 2025Q4: 62,724 shares; 2026Q1: 95,288 shares 95,288 $2.73M 0.3% +32,564 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,712 shares 19,712 $2.72M 0.3% new 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: not loaded; 2024Q4: 51,833 shares; 2025Q1: 52,028 shares; 2025Q2: 13,346 shares; 2025Q3: 9,859 shares; 2025Q4: 51,826 shares; 2026Q1: 50,288 shares 50,288 $2.72M 0.3% -1,538 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,792 shares 6,792 $2.71M 0.29% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,093 shares; 2025Q3: 8,475 shares; 2025Q4: 8,809 shares; 2026Q1: 9,110 shares 9,110 $2.69M 0.29% +301 Timeline HYG 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 loaded; 2024Q4: 34,881 shares; 2025Q1: 37,120 shares; 2025Q2: 7,036 shares; 2025Q3: 13,571 shares; 2025Q4: 32,304 shares; 2026Q1: 33,254 shares 33,254 $2.65M 0.29% +950 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 2,433 shares; 2025Q3: 2,521 shares; 2025Q4: 2,609 shares; 2026Q1: 2,728 shares 2,728 $2.62M 0.28% +119 Timeline FNDF 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 loaded; 2024Q4: 60,158 shares; 2025Q1: 61,197 shares; 2025Q2: 13,710 shares; 2025Q3: 9,387 shares; 2025Q4: 58,068 shares; 2026Q1: 52,624 shares 52,624 $2.61M 0.28% -5,444 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: not loaded; 2024Q4: 104,645 shares; 2025Q1: 109,485 shares; 2025Q2: 31,031 shares; 2025Q3: 31,151 shares; 2025Q4: 103,626 shares; 2026Q1: 99,027 shares 99,027 $2.6M 0.28% -4,599 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,719 shares 5,719 $2.52M 0.27% new Timeline IBDT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,114 shares 99,114 $2.5M 0.27% new 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: not loaded; 2024Q4: 9,634 shares; 2025Q1: 9,019 shares; 2025Q2: 4,654 shares; 2025Q3: 6,920 shares; 2025Q4: 11,160 shares; 2026Q1: 17,428 shares 17,428 $2.49M 0.27% +6,268 Timeline IBDU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,604 shares 106,604 $2.47M 0.27% new Timeline PFXF 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: not loaded; 2024Q4: 104,445 shares; 2025Q1: 113,004 shares; 2025Q2: 27,282 shares; 2025Q3: 20,724 shares; 2025Q4: 140,653 shares; 2026Q1: 139,754 shares 139,754 $2.47M 0.27% -899 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: not loaded; 2024Q4: 30,857 shares; 2025Q1: 28,421 shares; 2025Q2: 13,830 shares; 2025Q3: 16,347 shares; 2025Q4: 29,500 shares; 2026Q1: 26,088 shares 26,088 $2.42M 0.26% -3,412 Timeline IWY 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 loaded; 2024Q4: 24,372 shares; 2025Q1: 25,240 shares; 2025Q2: not reported; 2025Q3: 4,143 shares; 2025Q4: 21,303 shares; 2026Q1: 9,523 shares 9,523 $2.4M 0.26% -11,780 Timeline DFAW 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: not loaded; 2024Q4: 33,903 shares; 2025Q1: 23,666 shares; 2025Q2: 25,833 shares; 2025Q3: 26,280 shares; 2025Q4: 31,858 shares; 2026Q1: 31,991 shares 31,991 $2.39M 0.26% +133 Timeline SHLD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,790 shares 31,790 $2.38M 0.26% 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: not loaded; 2024Q4: 12,111 shares; 2025Q1: 12,193 shares; 2025Q2: 2,877 shares; 2025Q3: 1,773 shares; 2025Q4: 9,613 shares; 2026Q1: 12,034 shares 12,034 $2.33M 0.25% +2,421 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,490 shares; 2025Q1: 68,290 shares; 2025Q2: 2,933 shares; 2025Q3: 11,879 shares; 2025Q4: 57,677 shares; 2026Q1: 26,921 shares 26,921 $2.33M 0.25% -30,756 Timeline DFGX 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: not loaded; 2024Q4: 4,420 shares; 2025Q1: 5,282 shares; 2025Q2: 9,991 shares; 2025Q3: 21,939 shares; 2025Q4: 32,765 shares; 2026Q1: 43,202 shares 43,202 $2.27M 0.25% +10,437 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,019 shares; 2025Q4: 51,216 shares; 2026Q1: 66,444 shares 66,444 $2.27M 0.25% +15,228 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,270 shares 43,270 $2.27M 0.25% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 4,983 shares 4,983 $2.26M 0.25% +4,594 Timeline IBDV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,378 shares 102,378 $2.23M 0.24% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,759 shares; 2025Q1: 60,969 shares; 2025Q2: 47,930 shares; 2025Q3: 47,142 shares; 2025Q4: 51,217 shares; 2026Q1: 79,490 shares 79,490 $2.21M 0.24% +28,273 Timeline SGOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares; 2026Q1: 22,024 shares 22,024 $2.21M 0.24% -88 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares 5,446 $2.16M 0.24% new Timeline IBDS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,262 shares 88,262 $2.13M 0.23% new Timeline GNOV 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 loaded; 2024Q4: 54,233 shares; 2025Q1: 54,233 shares; 2025Q2: 54,233 shares; 2025Q3: 54,233 shares; 2025Q4: 53,713 shares; 2026Q1: 53,713 shares 53,713 $2.11M 0.23% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,474 shares; 2025Q1: 164,824 shares; 2025Q2: 18,922 shares; 2025Q3: 17,166 shares; 2025Q4: 17,385 shares; 2026Q1: 16,875 shares 16,875 $2.08M 0.23% -510 Timeline PJIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,430 shares; 2025Q1: 30,659 shares; 2025Q2: 8,823 shares; 2025Q3: 6,221 shares; 2025Q4: 35,431 shares; 2026Q1: 36,059 shares 36,059 $2.04M 0.22% +628 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: not loaded; 2024Q4: 7,201 shares; 2025Q1: 7,619 shares; 2025Q2: 2,279 shares; 2025Q3: 1,797 shares; 2025Q4: 7,421 shares; 2026Q1: 7,659 shares 7,659 $2.03M 0.22% +238 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: not loaded; 2024Q4: 683 shares; 2025Q1: 738 shares; 2025Q2: 701 shares; 2025Q3: 823 shares; 2025Q4: 831 shares; 2026Q1: 2,722 shares 2,722 $1.96M 0.21% +1,891 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,755 shares; 2025Q1: 34,593 shares; 2025Q2: 7,531 shares; 2025Q3: 4,272 shares; 2025Q4: 25,629 shares; 2026Q1: 25,352 shares 25,352 $1.94M 0.21% -277 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: not loaded; 2024Q4: 3,523 shares; 2025Q1: 3,374 shares; 2025Q2: 3,059 shares; 2025Q3: 4,567 shares; 2025Q4: 6,522 shares; 2026Q1: 2,919 shares 2,919 $1.92M 0.21% -3,603 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,635 shares 33,635 $1.89M 0.21% new 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 loaded; 2024Q4: 6,872 shares; 2025Q1: 6,925 shares; 2025Q2: 6,917 shares; 2025Q3: 6,992 shares; 2025Q4: 7,569 shares; 2026Q1: 8,899 shares 8,899 $1.89M 0.21% +1,330 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: not loaded; 2024Q4: 15,161 shares; 2025Q1: 15,986 shares; 2025Q2: 12,725 shares; 2025Q3: 12,172 shares; 2025Q4: 12,048 shares; 2026Q1: 11,218 shares 11,218 $1.8M 0.2% -830 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,707 shares; 2025Q1: 1,467 shares; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,746 shares; 2026Q1: 7,602 shares 7,602 $1.78M 0.19% +5,856 Timeline JSMD 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: not loaded; 2024Q4: 23,700 shares; 2025Q1: 24,607 shares; 2025Q2: 6,810 shares; 2025Q3: 3,653 shares; 2025Q4: 21,631 shares; 2026Q1: 21,945 shares 21,945 $1.77M 0.19% +314 Timeline BUFS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,690 shares; 2025Q4: 79,568 shares; 2026Q1: 75,847 shares 75,847 $1.77M 0.19% -3,721 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 loaded; 2024Q4: not reported; 2025Q1: 3,450 shares; 2025Q2: 118,041 shares; 2025Q3: 121,609 shares; 2025Q4: 122,621 shares; 2026Q1: 20,167 shares 20,167 $1.77M 0.19% -102,454 Timeline UJUL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,266 shares; 2026Q1: 45,737 shares 45,737 $1.77M 0.19% -5,529 Timeline UDEC 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: not loaded; 2024Q4: 8,824 shares; 2025Q1: 19,552 shares; 2025Q2: 25,311 shares; 2025Q3: 24,366 shares; 2025Q4: 45,395 shares; 2026Q1: 45,067 shares 45,067 $1.76M 0.19% -328 Timeline DTD 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: not loaded; 2024Q4: 19,993 shares; 2025Q1: 25,074 shares; 2025Q2: 4,305 shares; 2025Q3: not reported; 2025Q4: 20,865 shares; 2026Q1: 20,221 shares 20,221 $1.76M 0.19% -644 Timeline BUFY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,139 shares; 2025Q4: 80,963 shares; 2026Q1: 77,192 shares 77,192 $1.74M 0.19% -3,771 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: not loaded; 2024Q4: 4,607 shares; 2025Q1: 4,370 shares; 2025Q2: 5,452 shares; 2025Q3: 5,674 shares; 2025Q4: 5,568 shares; 2026Q1: 5,076 shares 5,076 $1.73M 0.19% -492 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,378 shares; 2025Q1: 111,804 shares; 2025Q2: not reported; 2025Q3: 20,807 shares; 2025Q4: 111,604 shares; 2026Q1: 43,255 shares 43,255 $1.73M 0.19% -68,349 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,288 shares 5,288 $1.73M 0.19% new 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: not loaded; 2024Q4: 18,231 shares; 2025Q1: 17,685 shares; 2025Q2: 15,036 shares; 2025Q3: 15,180 shares; 2025Q4: 15,690 shares; 2026Q1: 13,026 shares 13,026 $1.71M 0.19% -2,664 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: not loaded; 2024Q4: 64,624 shares; 2025Q1: 66,836 shares; 2025Q2: not reported; 2025Q3: 10,490 shares; 2025Q4: 62,179 shares; 2026Q1: 23,403 shares 23,403 $1.65M 0.18% -38,776 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,109 shares; 2025Q4: 56,179 shares; 2026Q1: 56,265 shares 56,265 $1.64M 0.18% +86 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: not loaded; 2024Q4: 22,354 shares; 2025Q1: 20,894 shares; 2025Q2: 4,061 shares; 2025Q3: not reported; 2025Q4: 18,597 shares; 2026Q1: 18,098 shares 18,098 $1.6M 0.17% -499 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,543 shares 5,543 $1.57M 0.17% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,303 shares; 2025Q1: 36,463 shares; 2025Q2: not reported; 2025Q3: 5,881 shares; 2025Q4: 30,714 shares; 2026Q1: 13,511 shares 13,511 $1.57M 0.17% -17,203 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: not loaded; 2024Q4: 164,912 shares; 2025Q1: 173,844 shares; 2025Q2: 13,263 shares; 2025Q3: 7,990 shares; 2025Q4: 43,824 shares; 2026Q1: 50,701 shares 50,701 $1.55M 0.17% +6,877 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 loaded; 2024Q4: 11,843 shares; 2025Q1: 11,977 shares; 2025Q2: 9,727 shares; 2025Q3: 9,558 shares; 2025Q4: 9,935 shares; 2026Q1: 10,374 shares 10,374 $1.53M 0.17% +439 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: not loaded; 2024Q4: 5,738 shares; 2025Q1: 5,429 shares; 2025Q2: 3,208 shares; 2025Q3: 4,229 shares; 2025Q4: 6,119 shares; 2026Q1: 4,954 shares 4,954 $1.53M 0.17% -1,165 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,456 shares 3,456 $1.5M 0.16% new Timeline DDWM 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: not loaded; 2024Q4: 43,059 shares; 2025Q1: 32,030 shares; 2025Q2: 9,246 shares; 2025Q3: not reported; 2025Q4: 33,989 shares; 2026Q1: 33,024 shares 33,024 $1.48M 0.16% -965 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: not loaded; 2024Q4: 51,712 shares; 2025Q1: 61,606 shares; 2025Q2: 18,699 shares; 2025Q3: 12,705 shares; 2025Q4: 56,430 shares; 2026Q1: 56,639 shares 56,639 $1.47M 0.16% +209 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: not loaded; 2024Q4: 2,547 shares; 2025Q1: 4,815 shares; 2025Q2: 2,940 shares; 2025Q3: 3,682 shares; 2025Q4: 4,989 shares; 2026Q1: 4,056 shares 4,056 $1.43M 0.16% -933 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,138 shares 5,138 $1.37M 0.15% new Timeline IBDW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,329 shares 65,329 $1.36M 0.15% new 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: not loaded; 2024Q4: 2,265 shares; 2025Q1: 2,300 shares; 2025Q2: 1,971 shares; 2025Q3: 2,044 shares; 2025Q4: 2,367 shares; 2026Q1: 2,848 shares 2,848 $1.36M 0.15% +481 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 707 shares; 2025Q1: 747 shares; 2025Q2: 622 shares; 2025Q3: 619 shares; 2025Q4: 729 shares; 2026Q1: 793 shares 793 $1.36M 0.15% +64 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: not loaded; 2024Q4: 4,214 shares; 2025Q1: 4,092 shares; 2025Q2: 1,628 shares; 2025Q3: 1,462 shares; 2025Q4: 5,088 shares; 2026Q1: 5,469 shares 5,469 $1.35M 0.15% +381 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,920 shares; 2025Q1: 33,665 shares; 2025Q2: 32,762 shares; 2025Q3: 31,510 shares; 2025Q4: 30,033 shares; 2026Q1: 23,995 shares 23,995 $1.34M 0.15% -6,038 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,171 shares; 2025Q1: 117,645 shares; 2025Q2: 11,736 shares; 2025Q3: 10,808 shares; 2025Q4: 10,574 shares; 2026Q1: 10,162 shares 10,162 $1.32M 0.14% -412 Timeline ICSH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,056 shares 26,056 $1.32M 0.14% 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: not loaded; 2024Q4: 10,024 shares; 2025Q1: 10,343 shares; 2025Q2: 9,244 shares; 2025Q3: 9,169 shares; 2025Q4: 9,604 shares; 2026Q1: 10,398 shares 10,398 $1.31M 0.14% +794 Timeline DFAR 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: not loaded; 2024Q4: 31,448 shares; 2025Q1: 38,023 shares; 2025Q2: 39,231 shares; 2025Q3: 43,016 shares; 2025Q4: 50,301 shares; 2026Q1: 54,040 shares 54,040 $1.3M 0.14% +3,739 Timeline ZAUG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,286 shares; 2026Q1: 48,285 shares 48,285 $1.29M 0.14% -1 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,051 shares; 2025Q1: 2,152 shares; 2025Q2: 2,205 shares; 2025Q3: 2,240 shares; 2025Q4: 2,230 shares; 2026Q1: 1,700 shares 1,700 $1.29M 0.14% -530 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,821 shares; 2025Q1: 39,971 shares; 2025Q2: 36,661 shares; 2025Q3: 39,273 shares; 2025Q4: 41,060 shares; 2026Q1: 31,864 shares 31,864 $1.29M 0.14% -9,196 Timeline DFEM 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: not loaded; 2024Q4: 27,444 shares; 2025Q1: 31,002 shares; 2025Q2: 32,136 shares; 2025Q3: 33,786 shares; 2025Q4: 33,875 shares; 2026Q1: 36,841 shares 36,841 $1.28M 0.14% +2,966 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,520 shares; 2026Q1: 13,873 shares 13,873 $1.28M 0.14% -4,647 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,898 shares; 2025Q1: 3,816 shares; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 7,427 shares; 2026Q1: 9,208 shares 9,208 $1.26M 0.14% +1,781 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,657 shares 3,657 $1.25M 0.14% new 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: not loaded; 2024Q4: 18,006 shares; 2025Q1: 17,553 shares; 2025Q2: 14,873 shares; 2025Q3: 15,811 shares; 2025Q4: 16,450 shares; 2026Q1: 12,744 shares 12,744 $1.24M 0.13% -3,706 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,978 shares; 2025Q4: 20,926 shares; 2026Q1: 24,707 shares 24,707 $1.24M 0.13% +3,781 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,536 shares 13,536 $1.23M 0.13% new Timeline IJAN 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: not loaded; 2024Q4: 88,841 shares; 2025Q1: 86,480 shares; 2025Q2: 15,103 shares; 2025Q3: not reported; 2025Q4: 33,931 shares; 2026Q1: 33,344 shares 33,344 $1.22M 0.13% -587 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,799 shares; 2025Q1: 30,626 shares; 2025Q2: 31,574 shares; 2025Q3: 31,476 shares; 2025Q4: 30,493 shares; 2026Q1: 25,454 shares 25,454 $1.21M 0.13% -5,039 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,952 shares; 2025Q1: 17,675 shares; 2025Q2: 17,433 shares; 2025Q3: 17,181 shares; 2025Q4: 16,826 shares; 2026Q1: 12,760 shares 12,760 $1.2M 0.13% -4,066 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600 $1.19M 0.13% new 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: not loaded; 2024Q4: 10,027 shares; 2025Q1: 10,081 shares; 2025Q2: 9,344 shares; 2025Q3: 9,300 shares; 2025Q4: 9,338 shares; 2026Q1: 9,346 shares 9,346 $1.19M 0.13% +8 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: not loaded; 2024Q4: 1,399 shares; 2025Q1: 1,684 shares; 2025Q2: 955 shares; 2025Q3: 818 shares; 2025Q4: 1,246 shares; 2026Q1: 1,774 shares 1,774 $1.17M 0.13% +528 Timeline IBDR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,257 shares 48,257 $1.17M 0.13% new 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: not loaded; 2024Q4: 14,906 shares; 2025Q1: 14,636 shares; 2025Q2: 12,792 shares; 2025Q3: 12,607 shares; 2025Q4: 9,620 shares; 2026Q1: 14,952 shares 14,952 $1.16M 0.13% +5,332 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,603 shares; 2025Q4: 30,359 shares; 2026Q1: 29,180 shares 29,180 $1.16M 0.13% -1,179 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: not loaded; 2024Q4: 15,508 shares; 2025Q1: 15,530 shares; 2025Q2: 5,317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,360 shares 21,360 $1.15M 0.12% new Timeline ZDEK 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: not loaded; 2024Q4: 15,774 shares; 2025Q1: 28,311 shares; 2025Q2: 23,305 shares; 2025Q3: 19,226 shares; 2025Q4: 44,279 shares; 2026Q1: 44,279 shares 44,279 $1.14M 0.12% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares 4,097 $1.13M 0.12% new Timeline PFEB 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: not loaded; 2024Q4: 23,431 shares; 2025Q1: 20,692 shares; 2025Q2: 6,894 shares; 2025Q3: 6,273 shares; 2025Q4: 20,949 shares; 2026Q1: 27,822 shares 27,822 $1.12M 0.12% +6,873 Timeline KJAN 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: not loaded; 2024Q4: 71,862 shares; 2025Q1: 70,163 shares; 2025Q2: 13,291 shares; 2025Q3: not reported; 2025Q4: 27,021 shares; 2026Q1: 26,545 shares 26,545 $1.12M 0.12% -476 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: not loaded; 2024Q4: 5,807 shares; 2025Q1: 5,794 shares; 2025Q2: 4,029 shares; 2025Q3: 23,154 shares; 2025Q4: 25,069 shares; 2026Q1: 11,600 shares 11,600 $1.12M 0.12% -13,469 Timeline IYK 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 loaded; 2024Q4: 37,221 shares; 2025Q1: 39,507 shares; 2025Q2: not reported; 2025Q3: 6,264 shares; 2025Q4: 30,305 shares; 2026Q1: 15,898 shares 15,898 $1.12M 0.12% -14,407 Timeline DHS 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: not loaded; 2024Q4: 12,435 shares; 2025Q1: 11,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,743 shares; 2026Q1: 10,196 shares 10,196 $1.11M 0.12% -547 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,545 shares; 2025Q1: 12,671 shares; 2025Q2: 15,736 shares; 2025Q3: 15,736 shares; 2025Q4: 15,465 shares; 2026Q1: 12,997 shares 12,997 $1.1M 0.12% -2,468 Timeline AIRR 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 loaded; 2024Q4: 28,432 shares; 2025Q1: 31,535 shares; 2025Q2: not reported; 2025Q3: 5,554 shares; 2025Q4: 28,772 shares; 2026Q1: 9,668 shares 9,668 $1.1M 0.12% -19,104 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: not loaded; 2024Q4: 7,892 shares; 2025Q1: 7,421 shares; 2025Q2: 4,801 shares; 2025Q3: 4,631 shares; 2025Q4: 12,332 shares; 2026Q1: 8,728 shares 8,728 $1.05M 0.11% -3,604 Timeline IJJ 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 loaded; 2024Q4: 9,335 shares; 2025Q1: 9,383 shares; 2025Q2: 3,812 shares; 2025Q3: 3,004 shares; 2025Q4: 7,839 shares; 2026Q1: 7,834 shares 7,834 $1.05M 0.11% -5 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,012 shares; 2025Q1: 12,248 shares; 2025Q2: 11,305 shares; 2025Q3: 11,245 shares; 2025Q4: 11,245 shares; 2026Q1: 11,245 shares 11,245 $1.03M 0.11% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,027 shares 5,027 $1.03M 0.11% new 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: not loaded; 2024Q4: 1,984 shares; 2025Q1: 2,028 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 2,045 shares; 2026Q1: 2,057 shares 2,057 $1.03M 0.11% +12 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: not loaded; 2024Q4: 11,487 shares; 2025Q1: 11,002 shares; 2025Q2: 4,316 shares; 2025Q3: 6,302 shares; 2025Q4: 10,796 shares; 2026Q1: 10,074 shares 10,074 $1.03M 0.11% -722 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 loaded; 2024Q4: 4,740 shares; 2025Q1: 4,825 shares; 2025Q2: 1,645 shares; 2025Q3: 2,570 shares; 2025Q4: 4,582 shares; 2026Q1: 3,123 shares 3,123 $1.02M 0.11% -1,459 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,848 shares; 2025Q1: 2,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,634 shares 4,634 $1M 0.11% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,477 shares 8,477 $981K 0.11% new 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: not loaded; 2024Q4: 4,611 shares; 2025Q1: 7,367 shares; 2025Q2: 5,100 shares; 2025Q3: 5,311 shares; 2025Q4: 6,715 shares; 2026Q1: 6,724 shares 6,724 $979K 0.11% +9 Timeline LQD 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 loaded; 2024Q4: 8,313 shares; 2025Q1: 8,842 shares; 2025Q2: 3,040 shares; 2025Q3: 4,829 shares; 2025Q4: 8,887 shares; 2026Q1: 8,849 shares 8,849 $964K 0.1% -38 Timeline UJUN 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: not loaded; 2024Q4: 16,795 shares; 2025Q1: 15,353 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,510 shares; 2026Q1: 25,356 shares 25,356 $951K 0.1% -154 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 loaded; 2024Q4: 3,217 shares; 2025Q1: 2,170 shares; 2025Q2: 2,618 shares; 2025Q3: 2,070 shares; 2025Q4: 1,991 shares; 2026Q1: 2,260 shares 2,260 $933K 0.1% +269 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,830 shares; 2025Q1: 4,226 shares; 2025Q2: 1,628 shares; 2025Q3: 1,577 shares; 2025Q4: 4,228 shares; 2026Q1: 4,362 shares 4,362 $930K 0.1% +134 Timeline DFAI 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: not loaded; 2024Q4: 15,122 shares; 2025Q1: 15,169 shares; 2025Q2: 15,367 shares; 2025Q3: 14,947 shares; 2025Q4: 15,048 shares; 2026Q1: 23,455 shares 23,455 $928K 0.1% +8,407 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: not loaded; 2024Q4: 73,198 shares; 2025Q1: 25,265 shares; 2025Q2: 11,927 shares; 2025Q3: 12,022 shares; 2025Q4: 20,156 shares; 2026Q1: 18,789 shares 18,789 $923K 0.1% -1,367 Timeline ZFEB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,220 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,207 shares 35,207 $894K 0.1% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,691 shares; 2025Q2: 1,753 shares; 2025Q3: 1,810 shares; 2025Q4: 1,805 shares; 2026Q1: 1,545 shares 1,545 $889K 0.1% -260 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,355 shares 4,355 $865K 0.09% new 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: not loaded; 2024Q4: 10,287 shares; 2025Q1: 8,692 shares; 2025Q2: 2,765 shares; 2025Q3: 6,193 shares; 2025Q4: 11,723 shares; 2026Q1: 7,394 shares 7,394 $847K 0.09% -4,329 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,865 shares 16,865 $837K 0.09% new Timeline TLT 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 loaded; 2024Q4: 9,324 shares; 2025Q1: 9,045 shares; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 8,354 shares; 2026Q1: 9,495 shares 9,495 $823K 0.09% +1,141 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: not loaded; 2024Q4: 5,100 shares; 2025Q1: 5,142 shares; 2025Q2: 1,657 shares; 2025Q3: 2,919 shares; 2025Q4: 5,485 shares; 2026Q1: 3,463 shares 3,463 $815K 0.09% -2,022 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,816 shares 6,816 $806K 0.09% new Timeline DON 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: not loaded; 2024Q4: 12,521 shares; 2025Q1: 11,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,168 shares; 2026Q1: 15,018 shares 15,018 $797K 0.09% -150 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,513 shares; 2026Q1: 46,414 shares 46,414 $791K 0.09% -3,099 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: not loaded; 2024Q4: 6,053 shares; 2025Q1: 6,153 shares; 2025Q2: 3,099 shares; 2025Q3: 2,582 shares; 2025Q4: 6,181 shares; 2026Q1: 6,208 shares 6,208 $781K 0.08% +27 Timeline IGLB 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 loaded; 2024Q4: 15,040 shares; 2025Q1: 15,935 shares; 2025Q2: not reported; 2025Q3: 4,387 shares; 2025Q4: 14,150 shares; 2026Q1: 14,686 shares 14,686 $730K 0.08% +536 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,824 shares; 2025Q1: 179,596 shares; 2025Q2: 177,679 shares; 2025Q3: 180,159 shares; 2025Q4: 181,309 shares; 2026Q1: 158,109 shares 158,109 $727K 0.08% -23,200 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,853 shares; 2025Q1: 6,916 shares; 2025Q2: 7,187 shares; 2025Q3: 7,493 shares; 2025Q4: 7,447 shares; 2026Q1: 9,426 shares 9,426 $689K 0.07% +1,979 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,766 shares; 2025Q1: 2,920 shares; 2025Q2: 2,474 shares; 2025Q3: 2,517 shares; 2025Q4: 2,307 shares; 2026Q1: 2,132 shares 2,132 $684K 0.07% -175 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,927 shares; 2025Q1: 54,571 shares; 2025Q2: 10,740 shares; 2025Q3: not reported; 2025Q4: 20,333 shares; 2026Q1: 20,117 shares 20,117 $676K 0.07% -216 Timeline FFEB 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 loaded; 2024Q4: 27,400 shares; 2025Q1: 27,400 shares; 2025Q2: 24,726 shares; 2025Q3: 11,619 shares; 2025Q4: 11,619 shares; 2026Q1: 11,619 shares 11,619 $655K 0.07% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,873 shares; 2025Q1: 4,365 shares; 2025Q2: 1,331 shares; 2025Q3: 2,633 shares; 2025Q4: 5,308 shares; 2026Q1: 3,488 shares 3,488 $655K 0.07% -1,820 Timeline IWF 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 loaded; 2024Q4: 1,145 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 998 shares; 2026Q1: 1,494 shares 1,494 $645K 0.07% +496 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,611 shares; 2025Q1: 69,111 shares; 2025Q2: 56,969 shares; 2025Q3: 57,785 shares; 2025Q4: 75,779 shares; 2026Q1: 76,210 shares 76,210 $639K 0.07% +431 Timeline AVUS 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: not loaded; 2024Q4: 3,607 shares; 2025Q1: 3,407 shares; 2025Q2: 2,719 shares; 2025Q3: 2,726 shares; 2025Q4: 2,508 shares; 2026Q1: 5,677 shares 5,677 $639K 0.07% +3,169 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,179 shares; 2026Q1: 17,768 shares 17,768 $625K 0.07% -1,411 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,982 shares; 2025Q1: 5,589 shares; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 7,934 shares; 2026Q1: 6,310 shares 6,310 $613K 0.07% -1,624 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: not loaded; 2024Q4: 8,043 shares; 2025Q1: 7,269 shares; 2025Q2: 4,491 shares; 2025Q3: 6,612 shares; 2025Q4: 9,428 shares; 2026Q1: 7,773 shares 7,773 $600K 0.07% -1,655 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,575 shares 10,575 $600K 0.07% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,069 shares; 2025Q1: 6,891 shares; 2025Q2: 2,031 shares; 2025Q3: 4,087 shares; 2025Q4: 8,203 shares; 2026Q1: 5,437 shares 5,437 $599K 0.07% -2,766 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: not loaded; 2024Q4: 2,470 shares; 2025Q1: 2,535 shares; 2025Q2: 2,751 shares; 2025Q3: 2,816 shares; 2025Q4: 2,939 shares; 2026Q1: 2,988 shares 2,988 $593K 0.06% +49 Timeline FQAL 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 loaded; 2024Q4: 9,187 shares; 2025Q1: 9,187 shares; 2025Q2: 7,937 shares; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares; 2026Q1: 7,868 shares 7,868 $579K 0.06% 0 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: not loaded; 2024Q4: 3,280 shares; 2025Q1: 4,329 shares; 2025Q2: 1,759 shares; 2025Q3: 1,408 shares; 2025Q4: 2,220 shares; 2026Q1: 2,616 shares 2,616 $576K 0.06% +396 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,399 shares 11,399 $575K 0.06% new Timeline EFA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,834 shares 5,834 $575K 0.06% new Timeline LENS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,691 shares; 2026Q1: 12,487 shares 12,487 $572K 0.06% -204 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,665 shares; 2026Q1: 10,612 shares 10,612 $567K 0.06% -53 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,929 shares; 2025Q1: 4,874 shares; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 5,425 shares; 2026Q1: 3,530 shares 3,530 $565K 0.06% -1,895 Timeline DDFN 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,900 shares; 2026Q1: 28,900 shares 28,900 $553K 0.06% 0 Timeline DES 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: not loaded; 2024Q4: 16,874 shares; 2025Q1: 15,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,231 shares; 2026Q1: 15,102 shares 15,102 $550K 0.06% -129 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: not loaded; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 860 shares; 2026Q1: 996 shares 996 $550K 0.06% +136 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: not loaded; 2024Q4: 15,815 shares; 2025Q1: 16,327 shares; 2025Q2: 17,926 shares; 2025Q3: 18,715 shares; 2025Q4: not reported; 2026Q1: 2,393 shares 2,393 $546K 0.06% new Timeline DGS 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: not loaded; 2024Q4: 11,913 shares; 2025Q1: 10,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,342 shares; 2026Q1: 9,005 shares 9,005 $540K 0.06% -337 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: not loaded; 2024Q4: 12,256 shares; 2025Q1: 12,463 shares; 2025Q2: 14,091 shares; 2025Q3: 12,898 shares; 2025Q4: 14,140 shares; 2026Q1: 14,271 shares 14,271 $540K 0.06% +131 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,405 shares; 2025Q1: 4,520 shares; 2025Q2: 2,205 shares; 2025Q3: 2,535 shares; 2025Q4: 3,845 shares; 2026Q1: 3,185 shares 3,185 $530K 0.06% -660 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,521 shares; 2025Q1: 11,555 shares; 2025Q2: not reported; 2025Q3: 2,701 shares; 2025Q4: 8,207 shares; 2026Q1: 6,135 shares 6,135 $529K 0.06% -2,072 Timeline EWJ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,041 shares 6,041 $517K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,131 shares; 2026Q1: 29,637 shares 29,637 $513K 0.06% -20,494 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 3,680 shares; 2025Q2: 1,209 shares; 2025Q3: 2,138 shares; 2025Q4: 4,323 shares; 2026Q1: 2,963 shares 2,963 $509K 0.06% -1,360 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 loaded; 2024Q4: 950 shares; 2025Q1: 1,014 shares; 2025Q2: 406 shares; 2025Q3: 471 shares; 2025Q4: 753 shares; 2026Q1: 554 shares 554 $506K 0.06% -199 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,509 shares; 2025Q1: 1,479 shares; 2025Q2: 466 shares; 2025Q3: 868 shares; 2025Q4: 1,691 shares; 2026Q1: 1,162 shares 1,162 $504K 0.05% -529 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 loaded; 2024Q4: 2,131 shares; 2025Q1: 2,052 shares; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 2,474 shares; 2026Q1: 2,418 shares 2,418 $504K 0.05% -56 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: not loaded; 2024Q4: 26,718 shares; 2025Q1: 29,202 shares; 2025Q2: 29,873 shares; 2025Q3: 5,843 shares; 2025Q4: 7,015 shares; 2026Q1: 5,314 shares 5,314 $504K 0.05% -1,701 Timeline USEP 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,060 shares; 2026Q1: 12,780 shares 12,780 $498K 0.05% -280 Timeline FNCL 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 loaded; 2024Q4: 10,071 shares; 2025Q1: 10,183 shares; 2025Q2: 9,519 shares; 2025Q3: 9,519 shares; 2025Q4: 7,391 shares; 2026Q1: 6,991 shares 6,991 $496K 0.05% -400 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: not loaded; 2024Q4: 9,933 shares; 2025Q1: 9,977 shares; 2025Q2: 10,017 shares; 2025Q3: 10,057 shares; 2025Q4: 10,095 shares; 2026Q1: 10,133 shares 10,133 $487K 0.05% +38 Timeline IWB 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 loaded; 2024Q4: 1,335 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,335 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $484K 0.05% 0 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: not loaded; 2024Q4: 801 shares; 2025Q1: 755 shares; 2025Q2: 676 shares; 2025Q3: 672 shares; 2025Q4: 718 shares; 2026Q1: 757 shares 757 $483K 0.05% +39 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: 998 shares; 2025Q2: 999 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $480K 0.05% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,648 shares; 2025Q1: 67,989 shares; 2025Q2: 64,900 shares; 2025Q3: 68,782 shares; 2025Q4: 71,343 shares; 2026Q1: 71,493 shares 71,493 $479K 0.05% +150 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: not loaded; 2024Q4: 8,366 shares; 2025Q1: 8,386 shares; 2025Q2: 6,937 shares; 2025Q3: 6,956 shares; 2025Q4: 7,089 shares; 2026Q1: 7,282 shares 7,282 $474K 0.05% +193 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,734 shares; 2025Q1: 38,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,350 shares; 2026Q1: 29,367 shares 29,367 $474K 0.05% -6,983 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: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,450 shares; 2025Q2: 1,215 shares; 2025Q3: 1,199 shares; 2025Q4: 6,701 shares; 2026Q1: 4,608 shares 4,608 $472K 0.05% -2,093 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,075 shares; 2025Q1: 5,208 shares; 2025Q2: not reported; 2025Q3: 3,276 shares; 2025Q4: 7,638 shares; 2026Q1: 4,952 shares 4,952 $472K 0.05% -2,686 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,809 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares; 2026Q1: 8,665 shares 8,665 $470K 0.05% +105 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,607 shares; 2026Q1: 9,786 shares 9,786 $465K 0.05% +4,179 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,550 shares; 2025Q1: 5,844 shares; 2025Q2: 4,489 shares; 2025Q3: 5,355 shares; 2025Q4: 6,187 shares; 2026Q1: 5,025 shares 5,025 $462K 0.05% -1,162 Timeline IWD 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 loaded; 2024Q4: 2,122 shares; 2025Q1: 2,101 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 2,028 shares; 2026Q1: 2,104 shares 2,104 $456K 0.05% +76 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 8,445 shares; 2025Q2: 8,783 shares; 2025Q3: 7,039 shares; 2025Q4: 4,994 shares; 2026Q1: 4,698 shares 4,698 $455K 0.05% -296 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: not loaded; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,728 shares; 2025Q3: 3,728 shares; 2025Q4: 3,930 shares; 2026Q1: 3,945 shares 3,945 $454K 0.05% +15 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: not loaded; 2024Q4: 11,225 shares; 2025Q1: 13,304 shares; 2025Q2: 17,411 shares; 2025Q3: 17,722 shares; 2025Q4: 7,430 shares; 2026Q1: 9,883 shares 9,883 $451K 0.05% +2,453 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,931 shares; 2025Q1: 9,670 shares; 2025Q2: 9,990 shares; 2025Q3: 11,719 shares; 2025Q4: 7,286 shares; 2026Q1: 6,245 shares 6,245 $451K 0.05% -1,041 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: not loaded; 2024Q4: 10,482 shares; 2025Q1: 10,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,221 shares; 2026Q1: 8,619 shares 8,619 $450K 0.05% -602 Timeline FJAN 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 loaded; 2024Q4: 9,737 shares; 2025Q1: 9,678 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares; 2025Q4: 8,833 shares; 2026Q1: 8,833 shares 8,833 $450K 0.05% 0 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 loaded; 2024Q4: 42,139 shares; 2025Q1: 45,601 shares; 2025Q2: 10,027 shares; 2025Q3: 11,393 shares; 2025Q4: 40,259 shares; 2026Q1: 38,387 shares 38,387 $446K 0.05% -1,872 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,611 shares 20,611 $445K 0.05% new Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,113 shares 11,113 $442K 0.05% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518 shares 1,518 $442K 0.05% new Timeline UOCT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,184 shares; 2026Q1: 11,423 shares 11,423 $440K 0.05% -3,761 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,841 shares; 2025Q1: 11,405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,646 shares; 2026Q1: 7,473 shares 7,473 $439K 0.05% -1,173 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 loaded; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 258 shares; 2025Q3: 250 shares; 2025Q4: 234 shares; 2026Q1: 279 shares 279 $430K 0.05% +45 Timeline PAPR 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: not loaded; 2024Q4: 65,667 shares; 2025Q1: 63,109 shares; 2025Q2: 19,842 shares; 2025Q3: 10,669 shares; 2025Q4: 12,806 shares; 2026Q1: 10,669 shares 10,669 $428K 0.05% -2,137 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,670 shares; 2025Q1: 10,689 shares; 2025Q2: not reported; 2025Q3: 5,214 shares; 2025Q4: 13,912 shares; 2026Q1: 11,325 shares 11,325 $427K 0.05% -2,587 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,113 shares; 2026Q1: 5,771 shares 5,771 $423K 0.05% -342 Timeline UFEB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,574 shares 11,574 $423K 0.05% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,162 shares; 2025Q1: 922 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 629 shares; 2026Q1: 715 shares 715 $421K 0.05% +86 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,409 shares; 2025Q1: 10,493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,943 shares; 2026Q1: 8,170 shares 8,170 $417K 0.05% -773 Timeline IBHF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,070 shares 18,070 $413K 0.04% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,288 shares; 2025Q1: 63,268 shares; 2025Q2: 62,277 shares; 2025Q3: 61,443 shares; 2025Q4: 19,198 shares; 2026Q1: 22,541 shares 22,541 $413K 0.04% +3,343 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: not loaded; 2024Q4: 7,196 shares; 2025Q1: 6,470 shares; 2025Q2: 1,256 shares; 2025Q3: 1,105 shares; 2025Q4: 1,387 shares; 2026Q1: 1,458 shares 1,458 $410K 0.04% +71 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 2,196 shares; 2025Q4: 2,198 shares; 2026Q1: 2,186 shares 2,186 $403K 0.04% -12 Timeline DFAE 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: not loaded; 2024Q4: 9,388 shares; 2025Q1: 9,397 shares; 2025Q2: 9,471 shares; 2025Q3: 9,376 shares; 2025Q4: 9,355 shares; 2026Q1: 11,769 shares 11,769 $401K 0.04% +2,414 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,452 shares; 2025Q1: 6,211 shares; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 8,381 shares; 2026Q1: 5,973 shares 5,973 $397K 0.04% -2,408 Timeline JAJL 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: not loaded; 2024Q4: 21,868 shares; 2025Q1: 23,115 shares; 2025Q2: 8,009 shares; 2025Q3: not reported; 2025Q4: 13,497 shares; 2026Q1: 13,497 shares 13,497 $393K 0.04% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,088 shares; 2026Q1: 5,507 shares 5,507 $392K 0.04% -581 Timeline VNQ 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 loaded; 2024Q4: 3,294 shares; 2025Q1: 3,242 shares; 2025Q2: 3,266 shares; 2025Q3: 3,592 shares; 2025Q4: 3,644 shares; 2026Q1: 4,324 shares 4,324 $391K 0.04% +680 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,861 shares; 2025Q1: 14,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,897 shares; 2026Q1: 20,584 shares 20,584 $390K 0.04% -1,313 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: not loaded; 2024Q4: 5,012 shares; 2025Q1: 5,704 shares; 2025Q2: 4,867 shares; 2025Q3: 5,825 shares; 2025Q4: 5,754 shares; 2026Q1: 4,767 shares 4,767 $390K 0.04% -987 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,429 shares 24,429 $386K 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 3,889 shares 3,889 $380K 0.04% -131 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: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,071 shares; 2025Q2: 1,111 shares; 2025Q3: 1,142 shares; 2025Q4: 1,130 shares; 2026Q1: 1,141 shares 1,141 $379K 0.04% +11 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: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,238 shares; 2025Q2: 1,188 shares; 2025Q3: 1,176 shares; 2025Q4: 1,042 shares; 2026Q1: 1,528 shares 1,528 $375K 0.04% +486 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,422 shares; 2025Q1: 22,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,362 shares; 2026Q1: 22,467 shares 22,467 $375K 0.04% +1,105 Timeline IWM 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 loaded; 2024Q4: 1,591 shares; 2025Q1: 1,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,739 shares; 2026Q1: 1,470 shares 1,470 $371K 0.04% -269 Timeline ZJUL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,595 shares; 2026Q1: 12,521 shares 12,521 $365K 0.04% -6,074 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,529 shares 2,529 $362K 0.04% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,659 shares; 2026Q1: 7,591 shares 7,591 $361K 0.04% -68 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,764 shares 7,764 $358K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,730 shares; 2025Q1: 1,687 shares; 2025Q2: 1,685 shares; 2025Q3: 1,407 shares; 2025Q4: 1,385 shares; 2026Q1: 1,463 shares 1,463 $353K 0.04% +78 Timeline PMAY 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: not loaded; 2024Q4: 62,855 shares; 2025Q1: 60,395 shares; 2025Q2: 18,009 shares; 2025Q3: 8,800 shares; 2025Q4: 8,824 shares; 2026Q1: 8,800 shares 8,800 $353K 0.04% -24 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,164 shares; 2025Q3: 1,077 shares; 2025Q4: 1,722 shares; 2026Q1: 1,655 shares 1,655 $351K 0.04% -67 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares 820 $351K 0.04% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,196 shares; 2025Q1: 12,142 shares; 2025Q2: 1,387 shares; 2025Q3: 1,230 shares; 2025Q4: 1,191 shares; 2026Q1: 1,186 shares 1,186 $347K 0.04% -5 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,080 shares; 2026Q1: 7,597 shares 7,597 $343K 0.04% -483 Timeline FDMO 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 loaded; 2024Q4: 5,306 shares; 2025Q1: 5,229 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares; 2026Q1: 4,168 shares 4,168 $339K 0.04% 0 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: not loaded; 2024Q4: 8,128 shares; 2025Q1: 7,479 shares; 2025Q2: 5,447 shares; 2025Q3: 5,417 shares; 2025Q4: not reported; 2026Q1: 7,235 shares 7,235 $336K 0.04% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,578 shares; 2025Q1: 4,980 shares; 2025Q2: 1,639 shares; 2025Q3: 1,666 shares; 2025Q4: 1,622 shares; 2026Q1: 1,697 shares 1,697 $330K 0.04% +75 Timeline VONV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,468 shares 3,468 $330K 0.04% new 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: not loaded; 2024Q4: 3,424 shares; 2025Q1: 6,066 shares; 2025Q2: 5,961 shares; 2025Q3: 5,011 shares; 2025Q4: 7,670 shares; 2026Q1: 7,457 shares 7,457 $328K 0.04% -213 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,634 shares; 2026Q1: 8,817 shares 8,817 $328K 0.04% -817 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,530 shares 16,530 $326K 0.04% new 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: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,592 shares; 2025Q2: 1,579 shares; 2025Q3: 1,576 shares; 2025Q4: 1,740 shares; 2026Q1: 1,696 shares 1,696 $326K 0.04% -44 Timeline PAUG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,005 shares; 2025Q4: 7,519 shares; 2026Q1: 7,519 shares 7,519 $323K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099 shares 1,099 $317K 0.03% new Timeline DUHP 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: not loaded; 2024Q4: 8,347 shares; 2025Q1: 8,368 shares; 2025Q2: 8,396 shares; 2025Q3: 8,419 shares; 2025Q4: 8,435 shares; 2026Q1: 8,460 shares 8,460 $314K 0.03% +25 Timeline PMAR 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: not loaded; 2024Q4: 7,128 shares; 2025Q1: 7,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,730 shares; 2026Q1: 6,937 shares 6,937 $312K 0.03% +1,207 Timeline BALT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,216 shares 9,216 $309K 0.03% new Timeline DDFS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,423 shares; 2026Q1: 14,423 shares 14,423 $306K 0.03% 0 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 loaded; 2024Q4: 1,435 shares; 2025Q1: 1,476 shares; 2025Q2: 1,470 shares; 2025Q3: 1,331 shares; 2025Q4: 1,163 shares; 2026Q1: 1,106 shares 1,106 $305K 0.03% -57 Timeline IBDX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,044 shares 12,044 $304K 0.03% new Timeline FIDU 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 loaded; 2024Q4: 4,714 shares; 2025Q1: 4,613 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares 3,424 $302K 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,290 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 2,328 shares 2,328 $297K 0.03% +253 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares 2,157 $284K 0.03% new Timeline FTSM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,730 shares 4,730 $283K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 216 shares 216 $282K 0.03% +7 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 709 shares 709 $280K 0.03% -150 Timeline ZOCT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,385 shares; 2026Q1: 10,385 shares 10,385 $279K 0.03% 0 Timeline SPAB 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: not loaded; 2024Q4: 11,761 shares; 2025Q1: 11,700 shares; 2025Q2: 11,671 shares; 2025Q3: 11,279 shares; 2025Q4: not reported; 2026Q1: 10,704 shares 10,704 $273K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares 393 $273K 0.03% new Timeline FTEC 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 loaded; 2024Q4: 2,165 shares; 2025Q1: 2,161 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,078 shares; 2026Q1: 1,258 shares 1,258 $269K 0.03% +180 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,794 shares; 2025Q1: 5,368 shares; 2025Q2: 9,842 shares; 2025Q3: 4,892 shares; 2025Q4: 6,403 shares; 2026Q1: 6,776 shares 6,776 $268K 0.03% +373 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: not loaded; 2024Q4: 7,216 shares; 2025Q1: 9,648 shares; 2025Q2: 9,149 shares; 2025Q3: 9,058 shares; 2025Q4: 9,384 shares; 2026Q1: 9,036 shares 9,036 $267K 0.03% -348 Timeline XLI 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: not loaded; 2024Q4: 4,529 shares; 2025Q1: 4,543 shares; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 15,236 shares; 2026Q1: 1,615 shares 1,615 $266K 0.03% -13,621 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: not loaded; 2024Q4: 2,451 shares; 2025Q1: 2,714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares 746 $263K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,004 shares 8,004 $263K 0.03% new 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 loaded; 2024Q4: 1,329 shares; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 1,341 shares; 2026Q1: 927 shares 927 $260K 0.03% -414 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 loaded; 2024Q4: 7,499 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares; 2026Q1: 2,205 shares 2,205 $259K 0.03% +250 Timeline IWR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $258K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,885 shares; 2025Q1: 1,913 shares; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 1,174 shares; 2026Q1: 701 shares 701 $257K 0.03% -473 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares 1,674 $256K 0.03% 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: not loaded; 2024Q4: 2,268 shares; 2025Q1: 2,331 shares; 2025Q2: 2,906 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,382 shares 1,382 $256K 0.03% -20 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767 $255K 0.03% new Timeline PDEC 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,966 shares; 2026Q1: 5,966 shares 5,966 $255K 0.03% 0 Timeline VONG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares 2,235 $248K 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,352 shares 2,352 $245K 0.03% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,185 shares; 2025Q1: 3,407 shares; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 3,277 shares; 2026Q1: 2,081 shares 2,081 $243K 0.03% -1,196 Timeline DDFO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,255 shares; 2026Q1: 11,255 shares 11,255 $243K 0.03% 0 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 loaded; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares 4,245 $242K 0.03% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,276 shares; 2025Q1: 13,929 shares; 2025Q2: 14,069 shares; 2025Q3: 14,182 shares; 2025Q4: 14,322 shares; 2026Q1: 15,048 shares 15,048 $240K 0.03% +726 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares 1,653 $239K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,253 shares 3,253 $239K 0.03% new Timeline VTWO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303 $235K 0.03% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,040 shares; 2025Q1: 1,065 shares; 2025Q2: 932 shares; 2025Q3: 997 shares; 2025Q4: 1,112 shares; 2026Q1: 1,179 shares 1,179 $235K 0.03% +67 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,626 shares; 2025Q1: 9,645 shares; 2025Q2: 6,851 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares; 2026Q1: 5,368 shares 5,368 $234K 0.03% 0 Timeline PNOV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,642 shares; 2026Q1: 5,642 shares 5,642 $233K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644 shares 644 $231K 0.03% new Timeline DFUV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 4,662 shares 4,662 $228K 0.02% +13 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,087 shares; 2025Q1: 1,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares; 2026Q1: 742 shares 742 $225K 0.02% +47 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,873 shares 2,873 $224K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares 1,079 $224K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares 1,255 $222K 0.02% new 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 loaded; 2024Q4: 7,096 shares; 2025Q1: 7,527 shares; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 3,232 shares; 2026Q1: 1,758 shares 1,758 $222K 0.02% -1,474 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,208 shares; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 3,917 shares; 2025Q4: 3,635 shares; 2026Q1: 3,637 shares 3,637 $221K 0.02% +2 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 452 shares 452 $219K 0.02% -8 Timeline JNK 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: not loaded; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,191 shares; 2025Q3: 2,140 shares; 2025Q4: not reported; 2026Q1: 2,281 shares 2,281 $219K 0.02% new 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: not loaded; 2024Q4: 8,201 shares; 2025Q1: 8,889 shares; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 6,006 shares; 2026Q1: 3,728 shares 3,728 $218K 0.02% -2,278 Timeline FSTA 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 loaded; 2024Q4: 4,185 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares 4,117 $218K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $216K 0.02% new Timeline SCHK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,795 shares 6,795 $216K 0.02% new Timeline FHLC 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 loaded; 2024Q4: 3,068 shares; 2025Q1: 3,133 shares; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares 3,035 $213K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares 4,119 $209K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $208K 0.02% new 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: not loaded; 2024Q4: 2,799 shares; 2025Q1: 2,779 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 466 shares 466 $207K 0.02% -8 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: not loaded; 2024Q4: 3,649 shares; 2025Q1: 2,753 shares; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 2,739 shares; 2026Q1: 1,538 shares 1,538 $204K 0.02% -1,201 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 284 shares 284 $204K 0.02% +18 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,314 shares 5,314 $203K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,849 shares 1,849 $202K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,286 shares 4,286 $201K 0.02% new Timeline POCT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares 4,630 $201K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,914 shares; 2025Q1: 2,416 shares; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 2,519 shares; 2026Q1: 1,514 shares 1,514 $201K 0.02% -1,005 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 821 shares 821 $201K 0.02% +33 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $200K 0.02% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,150 shares 13,150 $193K 0.02% new Timeline DDFD 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares 10,020 $191K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,659 shares; 2025Q2: 13,266 shares; 2025Q3: 12,996 shares; 2025Q4: 12,996 shares; 2026Q1: 12,936 shares 12,936 $184K 0.02% -60 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,334 shares; 2025Q1: 20,334 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,334 shares; 2026Q1: 10,334 shares 10,334 $154K 0.02% 0 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,123 shares; 2026Q1: 12,062 shares 12,062 $150K 0.02% -4,061 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,804 shares; 2025Q3: 14,148 shares; 2025Q4: 10,354 shares; 2026Q1: 28,884 shares 28,884 $121K 0.01% +18,530 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,089 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,918 shares; 2026Q1: 15,013 shares 15,013 $83.2K 0.01% +2,095 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,378 shares 10,378 $81.7K 0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,595 shares; 2026Q1: 23,133 shares 23,133 $72.9K 0.01% +2,538 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,696 shares 10,696 $64.6K 0.01% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,237 shares; 2026Q1: 16,084 shares 16,084 $47.6K 0.01% +3,847 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,019 shares; 2026Q1: 12,281 shares 12,281 $41.6K <0.01% +2,262 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares 16,500 $25.4K <0.01% 0 Timeline