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Axis Wealth Partners, LLC

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13F filer, CIK 2052531, EAST PROVIDENCE, RI

Axis Wealth Partners, LLC reported $188,086,059 across 174 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 26.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002063364-26-000120

Period
2026-03-31
Reported value
$188M
Holdings
174
Top 10 weight
26.43%
New
11
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SLDEadded+101,751$1.83M
SGOVadded+6,280$632K
FELCadded+13,110$475K
FENIadded+12,326$459K
FBNDadded+8,815$402K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XYLreduced-5,151-$616K
AZNexited-4,032-$371K
SPYreduced-360-$234K
IWPexited-1,618-$222K
IWBexited-557-$208K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002063364-26-000120, largest first. % of portfolio is the value over $188,086,059, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,379 shares; 2025Q1: 114,846 shares; 2025Q2: 121,820 shares; 2025Q3: 134,817 shares; 2025Q4: 138,260 shares; 2026Q1: 147,075 shares 147,075$6.71M3.57%+8,815Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,179 shares; 2025Q1: 65,725 shares; 2025Q2: 66,977 shares; 2025Q3: 70,616 shares; 2025Q4: 69,940 shares; 2026Q1: 71,112 shares 71,112$6.7M3.56%+1,172Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,413 shares; 2025Q1: 9,346 shares; 2025Q2: 9,867 shares; 2025Q3: 10,380 shares; 2025Q4: 10,353 shares; 2026Q1: 10,659 shares 10,659$6.37M3.39%+306Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,408 shares; 2025Q1: 64,020 shares; 2025Q2: 67,973 shares; 2025Q3: 70,939 shares; 2025Q4: 71,842 shares; 2026Q1: 72,162 shares 72,162$6.34M3.37%+320Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,945 shares; 2025Q1: 142,230 shares; 2025Q2: 145,472 shares; 2025Q3: 147,926 shares; 2025Q4: 145,872 shares; 2026Q1: 145,979 shares 145,979$4.48M2.38%+107Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,583 shares; 2025Q1: 6,705 shares; 2025Q2: 7,765 shares; 2025Q3: 8,094 shares; 2025Q4: 8,383 shares; 2026Q1: 9,186 shares 9,186$4.01M2.13%+803Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,381 shares; 2025Q1: 10,360 shares; 2025Q2: 10,910 shares; 2025Q3: 15,383 shares; 2025Q4: 14,972 shares; 2026Q1: 15,356 shares 15,356$3.9M2.07%+384Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,966 shares; 2025Q1: 67,048 shares; 2025Q2: 69,277 shares; 2025Q3: 74,892 shares; 2025Q4: 75,855 shares; 2026Q1: 77,890 shares 77,890$3.77M2.01%+2,035Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,778 shares; 2025Q1: 62,010 shares; 2025Q2: 66,590 shares; 2025Q3: 67,639 shares; 2025Q4: 67,075 shares; 2026Q1: 67,510 shares 67,510$3.73M1.98%+435Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,976 shares; 2025Q1: 87,287 shares; 2025Q2: 87,907 shares; 2025Q3: 92,360 shares; 2025Q4: 92,556 shares; 2026Q1: 95,156 shares 95,156$3.71M1.97%+2,600Timeline
SLDESLIDE INS HLDGS INCQuarterly 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: 101,751 shares; 2026Q1: 203,502 shares 203,502$3.66M1.95%+101,751Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,968 shares; 2025Q1: 50,834 shares; 2025Q2: 60,704 shares; 2025Q3: 64,743 shares; 2025Q4: 69,150 shares; 2026Q1: 77,381 shares 77,381$3.64M1.93%+8,231Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,892 shares; 2025Q1: 15,889 shares; 2025Q2: 15,471 shares; 2025Q3: 16,174 shares; 2025Q4: 16,100 shares; 2026Q1: 16,090 shares 16,090$3.46M1.84%-10Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,337 shares; 2025Q1: 38,231 shares; 2025Q2: 47,775 shares; 2025Q3: 50,875 shares; 2025Q4: 51,996 shares; 2026Q1: 54,992 shares 54,992$3.11M1.65%+2,996Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly 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: 67,528 shares; 2025Q4: 70,826 shares; 2026Q1: 74,952 shares 74,952$2.96M1.57%+4,126Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,384 shares; 2025Q1: 51,030 shares; 2025Q2: 52,236 shares; 2025Q3: 56,169 shares; 2025Q4: 56,641 shares; 2026Q1: 58,025 shares 58,025$2.88M1.53%+1,384Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,666 shares; 2025Q1: 4,781 shares; 2025Q2: 4,747 shares; 2025Q3: 4,752 shares; 2025Q4: 4,735 shares; 2026Q1: 4,375 shares 4,375$2.85M1.51%-360Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,733 shares; 2025Q3: 16,278 shares; 2025Q4: 26,717 shares; 2026Q1: 27,792 shares 27,792$2.61M1.39%+1,075Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,881 shares; 2025Q1: 7,504 shares; 2025Q2: 11,598 shares; 2025Q3: 15,411 shares; 2025Q4: 19,414 shares; 2026Q1: 19,036 shares 19,036$2.52M1.34%-378Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,317 shares; 2025Q1: 28,075 shares; 2025Q2: 21,107 shares; 2025Q3: 22,192 shares; 2025Q4: 22,870 shares; 2026Q1: 23,168 shares 23,168$2.3M1.22%+298Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,251 shares; 2025Q1: 32,345 shares; 2025Q2: 30,094 shares; 2025Q3: 25,147 shares; 2025Q4: 20,487 shares; 2026Q1: 20,113 shares 20,113$2.27M1.21%-374Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,085 shares; 2025Q1: 44,614 shares; 2025Q2: 46,933 shares; 2025Q3: 52,026 shares; 2025Q4: 56,969 shares; 2026Q1: 58,307 shares 58,307$2.27M1.2%+1,338Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,120 shares; 2025Q1: 14,978 shares; 2025Q2: 14,791 shares; 2025Q3: 14,838 shares; 2025Q4: 14,864 shares; 2026Q1: 15,054 shares 15,054$2.23M1.19%+190Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,383 shares; 2025Q1: 19,420 shares; 2025Q2: 19,142 shares; 2025Q3: 15,514 shares; 2025Q4: 11,462 shares; 2026Q1: 10,490 shares 10,490$2.21M1.18%-972Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,315 shares; 2025Q1: 55,485 shares; 2025Q2: 52,665 shares; 2025Q3: 42,857 shares; 2025Q4: 31,995 shares; 2026Q1: 31,717 shares 31,717$2.14M1.14%-278Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,930 shares; 2025Q1: 9,576 shares; 2025Q2: 13,778 shares; 2025Q3: 17,437 shares; 2025Q4: 20,926 shares; 2026Q1: 20,157 shares 20,157$2.03M1.08%-769Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,621 shares; 2025Q1: 8,611 shares; 2025Q2: 11,310 shares; 2025Q3: 14,066 shares; 2025Q4: 17,630 shares; 2026Q1: 18,464 shares 18,464$2.03M1.08%+834Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,680 shares; 2025Q1: 14,456 shares; 2025Q2: 16,171 shares; 2025Q3: 16,647 shares; 2025Q4: 17,156 shares; 2026Q1: 16,513 shares 16,513$1.84M0.98%-643Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,602 shares; 2025Q1: 7,654 shares; 2025Q2: 8,286 shares; 2025Q3: 8,823 shares; 2025Q4: 8,984 shares; 2026Q1: 9,435 shares 9,435$1.81M0.96%+451Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,523 shares; 2025Q1: 4,465 shares; 2025Q2: 7,640 shares; 2025Q3: 7,849 shares; 2025Q4: 7,899 shares; 2026Q1: 8,298 shares 8,298$1.73M0.92%+399Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,784 shares; 2025Q1: 15,857 shares; 2025Q2: 25,449 shares; 2025Q3: 17,495 shares; 2025Q4: 10,686 shares; 2026Q1: 16,966 shares 16,966$1.71M0.91%+6,280Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,136 shares; 2025Q1: 23,878 shares; 2025Q2: 22,001 shares; 2025Q3: 23,727 shares; 2025Q4: 24,191 shares; 2026Q1: 25,547 shares 25,547$1.64M0.87%+1,356Timeline
XYLXYLEM INCQuarterly 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: 18,706 shares; 2026Q1: 13,555 shares 13,555$1.62M0.86%-5,151Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,531 shares; 2025Q1: 3,525 shares; 2025Q2: 3,881 shares; 2025Q3: 3,955 shares; 2025Q4: 3,936 shares; 2026Q1: 3,874 shares 3,874$1.58M0.84%-62Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,894 shares; 2025Q1: 34,909 shares; 2025Q2: 34,570 shares; 2025Q3: 34,418 shares; 2025Q4: 34,516 shares; 2026Q1: 34,403 shares 34,403$1.46M0.78%-113Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,799 shares; 2025Q1: 18,766 shares; 2025Q2: 20,633 shares; 2025Q3: 20,995 shares; 2025Q4: 21,404 shares; 2026Q1: 19,310 shares 19,310$1.44M0.76%-2,094Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,103 shares; 2025Q1: 8,032 shares; 2025Q2: 9,623 shares; 2025Q3: 9,617 shares; 2025Q4: 9,464 shares; 2026Q1: 9,747 shares 9,747$1.42M0.76%+283Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,784 shares; 2025Q1: 29,224 shares; 2025Q2: 33,241 shares; 2025Q3: 36,482 shares; 2025Q4: 37,158 shares; 2026Q1: 36,466 shares 36,466$1.42M0.76%-692Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,880 shares; 2025Q1: 6,933 shares; 2025Q2: 23,034 shares; 2025Q3: 27,389 shares; 2025Q4: 28,874 shares; 2026Q1: 32,834 shares 32,834$1.39M0.74%+3,960Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,387 shares; 2025Q1: 14,573 shares; 2025Q2: 13,808 shares; 2025Q3: 13,557 shares; 2025Q4: 12,980 shares; 2026Q1: 13,368 shares 13,368$1.38M0.74%+388Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,091 shares; 2025Q1: 16,018 shares; 2025Q2: 17,275 shares; 2025Q3: 18,115 shares; 2025Q4: 18,326 shares; 2026Q1: 19,398 shares 19,398$1.38M0.73%+1,072Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,185 shares; 2025Q1: 69,342 shares; 2025Q2: 66,248 shares; 2025Q3: 63,062 shares; 2025Q4: 62,823 shares; 2026Q1: 62,180 shares 62,180$1.33M0.71%-643Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,085 shares; 2025Q1: 4,895 shares; 2025Q2: 4,926 shares; 2025Q3: 5,229 shares; 2025Q4: 20,943 shares; 2026Q1: 26,082 shares 26,082$1.32M0.7%+5,139Timeline
EQINCOLUMBIA ETF TR IQuarterly 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: 26,170 shares; 2025Q4: 25,602 shares; 2026Q1: 26,091 shares 26,091$1.28M0.68%+489Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,224 shares; 2025Q1: 14,224 shares; 2025Q2: 15,072 shares; 2025Q3: 15,897 shares; 2025Q4: 15,980 shares; 2026Q1: 16,077 shares 16,077$1.27M0.68%+97Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,365 shares; 2025Q1: 12,232 shares; 2025Q2: 12,742 shares; 2025Q3: 13,953 shares; 2025Q4: 13,748 shares; 2026Q1: 14,997 shares 14,997$1.27M0.67%+1,249Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,002 shares; 2025Q1: 27,103 shares; 2025Q2: 27,195 shares; 2025Q3: 27,115 shares; 2025Q4: 26,901 shares; 2026Q1: 24,665 shares 24,665$1.24M0.66%-2,236Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,789 shares; 2025Q1: 18,359 shares; 2025Q2: 21,792 shares; 2025Q3: 23,636 shares; 2025Q4: 25,978 shares; 2026Q1: 30,160 shares 30,160$1.22M0.65%+4,182Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,183 shares; 2025Q1: 28,312 shares; 2025Q2: 36,640 shares; 2025Q3: 38,356 shares; 2025Q4: 39,320 shares; 2026Q1: 40,584 shares 40,584$1.17M0.62%+1,264Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,851 shares; 2025Q1: 1,893 shares; 2025Q2: 1,946 shares; 2025Q3: 1,948 shares; 2025Q4: 1,949 shares; 2026Q1: 1,938 shares 1,938$1.12M0.59%-11Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,573 shares; 2025Q2: 7,412 shares; 2025Q3: 7,848 shares; 2025Q4: 7,831 shares; 2026Q1: 7,907 shares 7,907$1.12M0.59%+76Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,584 shares; 2025Q2: 10,481 shares; 2025Q3: 8,439 shares; 2025Q4: 8,771 shares; 2026Q1: 8,892 shares 8,892$1.11M0.59%+121Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,527 shares; 2025Q1: 11,820 shares; 2025Q2: 13,822 shares; 2025Q3: 16,681 shares; 2025Q4: 17,004 shares; 2026Q1: 17,501 shares 17,501$1.09M0.58%+497Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,764 shares; 2025Q1: 4,177 shares; 2025Q2: 4,260 shares; 2025Q3: 5,184 shares; 2025Q4: 5,655 shares; 2026Q1: 6,095 shares 6,095$1.06M0.57%+440Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,158 shares; 2025Q2: 13,061 shares; 2025Q3: 15,984 shares; 2025Q4: 15,926 shares; 2026Q1: 28,252 shares 28,252$1.05M0.56%+12,326Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 4,717 shares; 2025Q3: 6,636 shares; 2025Q4: 8,454 shares; 2026Q1: 8,454 shares 8,454$1M0.53%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,790 shares; 2025Q1: 6,561 shares; 2025Q2: 13,142 shares; 2025Q3: 15,006 shares; 2025Q4: 15,486 shares; 2026Q1: 17,201 shares 17,201$975K0.52%+1,715Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,414 shares; 2025Q1: 2,416 shares; 2025Q2: 2,321 shares; 2025Q3: 2,318 shares; 2025Q4: 2,255 shares; 2026Q1: 2,209 shares 2,209$942K0.5%-46Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,888 shares; 2025Q3: 12,909 shares; 2025Q4: 12,831 shares; 2026Q1: 25,941 shares 25,941$941K0.5%+13,110Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,110 shares; 2025Q1: 18,333 shares; 2025Q2: 18,986 shares; 2025Q3: 19,122 shares; 2025Q4: 19,117 shares; 2026Q1: 19,198 shares 19,198$928K0.49%+81Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,954 shares; 2025Q1: 1,955 shares; 2025Q2: 2,902 shares; 2025Q3: 3,013 shares; 2025Q4: 3,034 shares; 2026Q1: 3,187 shares 3,187$917K0.49%+153Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,484 shares; 2025Q1: 7,271 shares; 2025Q2: 7,039 shares; 2025Q3: 6,465 shares; 2025Q4: 6,181 shares; 2026Q1: 5,875 shares 5,875$911K0.48%-306Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,591 shares; 2025Q1: 11,739 shares; 2025Q2: 12,892 shares; 2025Q3: 12,860 shares; 2025Q4: 13,012 shares; 2026Q1: 14,295 shares 14,295$891K0.47%+1,283Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,046 shares; 2025Q1: 16,833 shares; 2025Q2: 16,121 shares; 2025Q3: 19,981 shares; 2025Q4: 22,439 shares; 2026Q1: 24,221 shares 24,221$890K0.47%+1,782Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,064 shares; 2025Q1: 1,985 shares; 2025Q2: 1,980 shares; 2025Q3: 2,118 shares; 2025Q4: 2,157 shares; 2026Q1: 2,375 shares 2,375$879K0.47%+218Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,873 shares; 2025Q1: 4,966 shares; 2025Q2: 5,056 shares; 2025Q3: 5,193 shares; 2025Q4: 4,845 shares; 2026Q1: 4,951 shares 4,951$840K0.45%+106Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,824 shares; 2025Q1: 12,834 shares; 2025Q2: 13,492 shares; 2025Q3: 14,093 shares; 2025Q4: 14,717 shares; 2026Q1: 17,188 shares 17,188$809K0.43%+2,471Timeline
CDCVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,560 shares; 2025Q1: 13,194 shares; 2025Q2: 13,063 shares; 2025Q3: 11,738 shares; 2025Q4: 11,302 shares; 2026Q1: 10,895 shares 10,895$778K0.41%-407Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,487 shares; 2025Q1: 14,751 shares; 2025Q2: 13,557 shares; 2025Q3: 15,333 shares; 2025Q4: 15,790 shares; 2026Q1: 16,362 shares 16,362$754K0.4%+572Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,228 shares; 2025Q1: 2,231 shares; 2025Q2: 2,122 shares; 2025Q3: 2,209 shares; 2025Q4: 2,176 shares; 2026Q1: 2,540 shares 2,540$747K0.4%+364Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,336 shares; 2025Q1: 11,285 shares; 2025Q2: 11,330 shares; 2025Q3: 11,344 shares; 2025Q4: 11,338 shares; 2026Q1: 11,281 shares 11,281$744K0.4%-57Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,995 shares; 2025Q1: 19,350 shares; 2025Q2: 19,571 shares; 2025Q3: 20,053 shares; 2025Q4: 20,502 shares; 2026Q1: 22,044 shares 22,044$744K0.4%+1,542Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,779 shares; 2025Q1: 13,885 shares; 2025Q2: 13,444 shares; 2025Q3: 11,384 shares; 2025Q4: 9,175 shares; 2026Q1: 8,978 shares 8,978$741K0.39%-197Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,921 shares; 2025Q1: 9,193 shares; 2025Q2: 10,585 shares; 2025Q3: 11,408 shares; 2025Q4: 11,545 shares; 2026Q1: 11,887 shares 11,887$708K0.38%+342Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,819 shares; 2025Q1: 3,776 shares; 2025Q2: 3,017 shares; 2025Q3: 3,038 shares; 2025Q4: 3,250 shares; 2026Q1: 3,579 shares 3,579$702K0.37%+329Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,605 shares; 2025Q1: 6,244 shares; 2025Q2: 7,481 shares; 2025Q3: 8,458 shares; 2025Q4: 9,114 shares; 2026Q1: 10,509 shares 10,509$672K0.36%+1,395Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,726 shares; 2025Q2: 7,601 shares; 2025Q3: 8,476 shares; 2025Q4: 8,594 shares; 2026Q1: 8,636 shares 8,636$664K0.35%+42Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,659 shares; 2025Q3: 3,488 shares; 2025Q4: 4,487 shares; 2026Q1: 4,489 shares 4,489$650K0.35%+2Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,176 shares; 2025Q1: 12,050 shares; 2025Q2: 11,899 shares; 2025Q3: 10,224 shares; 2025Q4: 7,953 shares; 2026Q1: 6,685 shares 6,685$649K0.35%-1,268Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,187 shares; 2025Q1: 11,752 shares; 2025Q2: 10,999 shares; 2025Q3: 10,832 shares; 2025Q4: 11,592 shares; 2026Q1: 12,004 shares 12,004$649K0.34%+412Timeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,643 shares; 2025Q1: 12,010 shares; 2025Q2: 11,373 shares; 2025Q3: 14,820 shares; 2025Q4: 15,486 shares; 2026Q1: 16,345 shares 16,345$649K0.34%+859Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 3,079 shares; 2025Q2: 2,971 shares; 2025Q3: 2,938 shares; 2025Q4: 2,949 shares; 2026Q1: 2,959 shares 2,959$632K0.34%+10Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,404 shares; 2025Q1: 9,283 shares; 2025Q2: 9,338 shares; 2025Q3: 9,609 shares; 2025Q4: 9,885 shares; 2026Q1: 10,378 shares 10,378$624K0.33%+493Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,252 shares; 2025Q1: 27,693 shares; 2025Q2: 28,702 shares; 2025Q3: 6,419 shares; 2025Q4: 6,174 shares; 2026Q1: 6,282 shares 6,282$611K0.32%+108Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,787 shares; 2025Q2: 14,502 shares; 2025Q3: 13,174 shares; 2025Q4: 9,289 shares; 2026Q1: 11,270 shares 11,270$600K0.32%+1,981Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,833 shares; 2025Q1: 13,090 shares; 2025Q2: 12,840 shares; 2025Q3: 13,233 shares; 2025Q4: 13,188 shares; 2026Q1: 12,858 shares 12,858$580K0.31%-330Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,246 shares; 2025Q1: 3,291 shares; 2025Q2: 3,011 shares; 2025Q3: 2,950 shares; 2025Q4: 2,861 shares; 2026Q1: 2,627 shares 2,627$571K0.3%-234Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,773 shares; 2025Q1: 4,726 shares; 2025Q2: 4,727 shares; 2025Q3: 4,728 shares; 2025Q4: 4,691 shares; 2026Q1: 4,486 shares 4,486$561K0.3%-205Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,411 shares; 2025Q1: 8,436 shares; 2025Q2: 7,997 shares; 2025Q3: 7,599 shares; 2025Q4: 7,468 shares; 2026Q1: 7,208 shares 7,208$556K0.3%-260Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,459 shares; 2025Q1: 6,595 shares; 2025Q2: 7,005 shares; 2025Q3: 6,951 shares; 2025Q4: 6,610 shares; 2026Q1: 6,583 shares 6,583$545K0.29%-27Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,870 shares; 2025Q1: 5,966 shares; 2025Q2: 5,968 shares; 2025Q3: 5,945 shares; 2025Q4: 11,895 shares; 2026Q1: 11,807 shares 11,807$542K0.29%-88Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,477 shares; 2025Q2: 6,555 shares; 2025Q3: 6,639 shares; 2025Q4: 6,513 shares; 2026Q1: 6,667 shares 6,667$531K0.28%+154Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,144 shares; 2025Q1: 20,728 shares; 2025Q2: 19,475 shares; 2025Q3: 19,272 shares; 2025Q4: 19,042 shares; 2026Q1: 18,291 shares 18,291$530K0.28%-751Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,942 shares; 2025Q1: 1,845 shares; 2025Q2: 1,777 shares; 2025Q3: 1,779 shares; 2025Q4: 1,726 shares; 2026Q1: 1,738 shares 1,738$525K0.28%+12Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly 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: 15,053 shares; 2025Q4: 26,666 shares; 2026Q1: 26,577 shares 26,577$519K0.28%-89Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly 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: 14,964 shares; 2025Q4: 26,484 shares; 2026Q1: 26,394 shares 26,394$518K0.28%-90Timeline
SBNDCOLUMBIA ETF TR IQuarterly 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: 26,982 shares; 2026Q1: 27,541 shares 27,541$517K0.28%+559Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly 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: 14,376 shares; 2025Q4: 25,376 shares; 2026Q1: 25,289 shares 25,289$516K0.27%-87Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly 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: 15,747 shares; 2025Q4: 27,771 shares; 2026Q1: 27,676 shares 27,676$516K0.27%-95Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly 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: 17,573 shares; 2025Q4: 30,948 shares; 2026Q1: 30,844 shares 30,844$516K0.27%-104Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,413 shares; 2025Q1: 1,287 shares; 2025Q2: 1,292 shares; 2025Q3: 1,317 shares; 2025Q4: 1,637 shares; 2026Q1: 1,657 shares 1,657$515K0.27%+20Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly 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: 16,472 shares; 2025Q4: 30,029 shares; 2026Q1: 29,923 shares 29,923$493K0.26%-106Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,503 shares; 2025Q1: 6,001 shares; 2025Q2: 5,995 shares; 2025Q3: 6,598 shares; 2025Q4: 6,570 shares; 2026Q1: 6,627 shares 6,627$488K0.26%+57Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,413 shares; 2025Q1: 8,451 shares; 2025Q2: 9,260 shares; 2025Q3: 8,776 shares; 2025Q4: 9,615 shares; 2026Q1: 9,781 shares 9,781$477K0.25%+166Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,389 shares; 2025Q1: 2,390 shares; 2025Q2: 2,392 shares; 2025Q3: 2,411 shares; 2025Q4: 2,387 shares; 2026Q1: 2,397 shares 2,397$465K0.25%+10Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 925 shares; 2025Q1: 821 shares; 2025Q2: 753 shares; 2025Q3: 754 shares; 2025Q4: 745 shares; 2026Q1: 712 shares 712$465K0.25%-33Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,263 shares; 2025Q1: 8,210 shares; 2025Q2: 8,341 shares; 2025Q3: 8,386 shares; 2025Q4: 9,472 shares; 2026Q1: 9,466 shares 9,466$455K0.24%-6Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,970 shares; 2025Q2: 10,734 shares; 2025Q3: 8,737 shares; 2025Q4: 4,877 shares; 2026Q1: 4,754 shares 4,754$454K0.24%-123Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,881 shares; 2025Q1: 5,899 shares; 2025Q2: 4,679 shares; 2025Q3: 4,628 shares; 2025Q4: 4,120 shares; 2026Q1: 4,111 shares 4,111$448K0.24%-9Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,298 shares; 2025Q1: 4,333 shares; 2025Q2: 6,872 shares; 2025Q3: 7,172 shares; 2025Q4: 7,223 shares; 2026Q1: 8,954 shares 8,954$448K0.24%+1,731Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,597 shares; 2025Q1: 7,645 shares; 2025Q2: 7,666 shares; 2025Q3: 7,406 shares; 2025Q4: 7,030 shares; 2026Q1: 6,198 shares 6,198$421K0.22%-832Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,608 shares; 2025Q1: 1,589 shares; 2025Q2: 1,603 shares; 2025Q3: 1,631 shares; 2025Q4: 1,622 shares; 2026Q1: 1,552 shares 1,552$420K0.22%-70Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,770 shares; 2025Q1: 1,847 shares; 2025Q2: 1,780 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 1,914 shares 1,914$419K0.22%+105Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,994 shares; 2025Q1: 2,998 shares; 2025Q2: 3,005 shares; 2025Q3: 3,050 shares; 2025Q4: 3,225 shares; 2026Q1: 3,246 shares 3,246$418K0.22%+21Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 695 shares; 2025Q3: 762 shares; 2025Q4: 727 shares; 2026Q1: 729 shares 729$417K0.22%+2Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,017 shares; 2025Q1: 4,020 shares; 2025Q2: 4,025 shares; 2025Q3: 4,038 shares; 2025Q4: 4,031 shares; 2026Q1: 4,047 shares 4,047$413K0.22%+16Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,467 shares; 2025Q1: 1,494 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,360 shares; 2026Q1: 1,277 shares 1,277$410K0.22%-83Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,771 shares; 2025Q1: 1,775 shares; 2025Q2: 1,687 shares; 2025Q3: 1,815 shares; 2025Q4: 1,776 shares; 2026Q1: 1,821 shares 1,821$396K0.21%+45Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,085 shares; 2025Q3: 1,142 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares 1,162$393K0.21%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 545 shares; 2025Q4: 536 shares; 2026Q1: 554 shares 554$393K0.21%+18Timeline
AZNASTRAZENECA PLCQuarterly 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: 1,970 shares 1,970$389K0.21%newTimeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,116 shares; 2025Q1: 11,316 shares; 2025Q2: 10,775 shares; 2025Q3: 8,940 shares; 2025Q4: 5,335 shares; 2026Q1: 4,842 shares 4,842$385K0.2%-493Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,297 shares; 2025Q1: 11,581 shares; 2025Q2: 12,067 shares; 2025Q3: 12,557 shares; 2025Q4: 13,058 shares; 2026Q1: 15,022 shares 15,022$372K0.2%+1,964Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,252 shares; 2025Q1: 1,298 shares; 2025Q2: 1,150 shares; 2025Q3: 1,212 shares; 2025Q4: 1,007 shares; 2026Q1: 981 shares 981$365K0.19%-26Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,307 shares; 2025Q3: 2,378 shares; 2025Q4: 2,323 shares; 2026Q1: 2,438 shares 2,438$357K0.19%+115Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,771 shares; 2025Q1: 1,645 shares; 2025Q2: 1,475 shares; 2025Q3: 1,542 shares; 2025Q4: 1,525 shares; 2026Q1: 1,676 shares 1,676$347K0.18%+151Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 762 shares; 2025Q1: 622 shares; 2025Q2: 640 shares; 2025Q3: 696 shares; 2025Q4: 665 shares; 2026Q1: 718 shares 718$344K0.18%+53Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 987 shares; 2025Q3: 940 shares; 2025Q4: 1,331 shares; 2026Q1: 1,425 shares 1,425$342K0.18%+94Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,558 shares; 2025Q1: 2,585 shares; 2025Q2: 2,655 shares; 2025Q3: 2,672 shares; 2025Q4: 2,745 shares; 2026Q1: 3,184 shares 3,184$338K0.18%+439Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,518 shares; 2025Q1: 12,040 shares; 2025Q2: 12,086 shares; 2025Q3: 11,663 shares; 2025Q4: 11,673 shares; 2026Q1: 11,525 shares 11,525$336K0.18%-148Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,595 shares; 2025Q1: 7,485 shares; 2025Q2: 6,890 shares; 2025Q3: 6,717 shares; 2025Q4: 6,339 shares; 2026Q1: 6,060 shares 6,060$328K0.17%-279Timeline
AVEMAMERICAN CENTY ETF TRQuarterly 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: 4,025 shares 4,025$324K0.17%newTimeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,106 shares; 2025Q2: 3,580 shares; 2025Q3: 4,080 shares; 2025Q4: 3,896 shares; 2026Q1: 3,107 shares 3,107$321K0.17%-789Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,595 shares; 2025Q2: 2,194 shares; 2025Q3: 2,210 shares; 2025Q4: 2,233 shares; 2026Q1: 2,234 shares 2,234$318K0.17%+1Timeline
GOOGALPHABET INCQuarterly 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: 1,098 shares; 2025Q4: 983 shares; 2026Q1: 1,083 shares 1,083$311K0.17%+100Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly 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: 8,384 shares; 2026Q1: 8,544 shares 8,544$304K0.16%+160Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 1,553 shares; 2025Q2: 1,556 shares; 2025Q3: 1,559 shares; 2025Q4: 1,610 shares; 2026Q1: 1,672 shares 1,672$301K0.16%+62Timeline
IUSBISHARES TRQuarterly 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: 5,713 shares; 2026Q1: 6,436 shares 6,436$297K0.16%+723Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,511 shares; 2025Q1: 4,817 shares; 2025Q2: 6,023 shares; 2025Q3: 6,672 shares; 2025Q4: 6,408 shares; 2026Q1: 5,357 shares 5,357$294K0.16%-1,051Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,087 shares; 2025Q1: 5,113 shares; 2025Q2: 4,792 shares; 2025Q3: 4,833 shares; 2025Q4: 4,887 shares; 2026Q1: 5,826 shares 5,826$291K0.15%+939Timeline
BILSPDR SERIES TRUSTQuarterly 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: 3,142 shares 3,142$288K0.15%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,269 shares; 2025Q2: 9,497 shares; 2025Q3: 6,836 shares; 2025Q4: 4,251 shares; 2026Q1: 4,077 shares 4,077$284K0.15%-174Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly 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: 4,237 shares; 2026Q1: 5,222 shares 5,222$282K0.15%+985Timeline
WTVWISDOMTREE TRQuarterly 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: 2,944 shares 2,944$279K0.15%newTimeline
JNJJOHNSON & JOHNSONQuarterly 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: 1,059 shares; 2026Q1: 1,119 shares 1,119$274K0.15%+60Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,031 shares; 2025Q1: 3,047 shares; 2025Q2: 2,967 shares; 2025Q3: 2,986 shares; 2025Q4: 3,095 shares; 2026Q1: 3,070 shares 3,070$272K0.14%-25Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,822 shares; 2025Q1: 2,845 shares; 2025Q2: 2,706 shares; 2025Q3: 2,743 shares; 2025Q4: 2,790 shares; 2026Q1: 2,813 shares 2,813$269K0.14%+23Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly 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: 7,005 shares 7,005$266K0.14%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 3,459 shares 3,459$263K0.14%+46Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,603 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares 1,603$259K0.14%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,151 shares; 2025Q1: 2,153 shares; 2025Q2: 2,172 shares; 2025Q3: 2,117 shares; 2025Q4: 2,122 shares; 2026Q1: 1,952 shares 1,952$258K0.14%-170Timeline
WMTWALMART INCQuarterly 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: 1,987 shares; 2025Q4: 1,871 shares; 2026Q1: 2,021 shares 2,021$251K0.13%+150Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,150 shares; 2025Q1: 6,177 shares; 2025Q2: 5,940 shares; 2025Q3: 6,010 shares; 2025Q4: 5,992 shares; 2026Q1: 6,084 shares 6,084$244K0.13%+92Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,404 shares; 2025Q1: 13,122 shares; 2025Q2: 10,585 shares; 2025Q3: 11,171 shares; 2025Q4: 10,630 shares; 2026Q1: 10,645 shares 10,645$244K0.13%+15Timeline
BPBP PLCQuarterly 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: 5,184 shares 5,184$244K0.13%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly 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: 2,898 shares; 2026Q1: 3,076 shares 3,076$241K0.13%+178Timeline
IQDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,601 shares; 2025Q1: 9,322 shares; 2025Q2: 5,539 shares; 2025Q3: 5,466 shares; 2025Q4: 5,807 shares; 2026Q1: 5,874 shares 5,874$236K0.13%+67Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,029 shares; 2025Q2: 898 shares; 2025Q3: 889 shares; 2025Q4: 960 shares; 2026Q1: 818 shares 818$235K0.12%-142Timeline
GLDSPDR GOLD TRQuarterly 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: 537 shares 537$231K0.12%newTimeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,719 shares; 2025Q1: 6,680 shares; 2025Q2: 6,344 shares; 2025Q3: 6,283 shares; 2025Q4: 6,290 shares; 2026Q1: 6,355 shares 6,355$228K0.12%+65Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,924 shares; 2025Q1: 12,076 shares; 2025Q2: 11,553 shares; 2025Q3: 10,109 shares; 2025Q4: 10,366 shares; 2026Q1: 8,097 shares 8,097$227K0.12%-2,269Timeline
INEQCOLUMBIA ETF TR IQuarterly 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: 5,530 shares; 2026Q1: 5,809 shares 5,809$227K0.12%+279Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,683 shares; 2025Q1: 7,550 shares; 2025Q2: 7,348 shares; 2025Q3: 7,476 shares; 2025Q4: 7,434 shares; 2026Q1: 7,435 shares 7,435$225K0.12%+1Timeline
SCYBSCHWAB STRATEGIC TRQuarterly 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: 7,662 shares; 2026Q1: 8,669 shares 8,669$225K0.12%+1,007Timeline
MSMORGAN STANLEYQuarterly 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: 1,349 shares; 2025Q4: 1,323 shares; 2026Q1: 1,360 shares 1,360$224K0.12%+37Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,257 shares; 2025Q1: 1,253 shares; 2025Q2: 1,142 shares; 2025Q3: 1,205 shares; 2025Q4: 1,180 shares; 2026Q1: 893 shares 893$221K0.12%-287Timeline
VOTVANGUARD INDEX FDSQuarterly 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: 845 shares 845$218K0.12%newTimeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly 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: 3,329 shares; 2026Q1: 3,493 shares 3,493$214K0.11%+164Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,195 shares; 2025Q3: 1,240 shares; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262$209K0.11%newTimeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,038 shares; 2025Q3: 12,038 shares; 2025Q4: 12,041 shares; 2026Q1: 12,000 shares 12,000$206K0.11%-41Timeline
AVUVAMERICAN CENTY ETF TRQuarterly 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: 1,856 shares 1,856$205K0.11%newTimeline
SMHVANECK ETF TRUSTQuarterly 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: 528 shares 528$203K0.11%newTimeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,979 shares; 2025Q1: 2,794 shares; 2025Q2: 2,799 shares; 2025Q3: 2,817 shares; 2025Q4: 2,856 shares; 2026Q1: 2,861 shares 2,861$202K0.11%+5Timeline
CRNTCERAGON NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,744 shares; 2025Q3: 10,744 shares; 2025Q4: 10,744 shares; 2026Q1: 10,744 shares 10,744$23.2K0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR4,032$371Kshares
IWPISHARES TR1,618$222Kshares
IWBISHARES TR557$208Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002063364-26-000120 base2026-04-24acceptance time not in the bulk data set