IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,317 shares; 2025Q1: 52,860 shares; 2025Q2: 53,489 shares; 2025Q3: 52,267 shares; 2025Q4: 51,893 shares; 2026Q1: 51,277 shares; 2026Q2: 50,956 shares; 2026Q3: 49,824 shares 49,824 $38.5M 19.14% -1,132 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 242,828 shares; 2025Q1: 258,373 shares; 2025Q2: 264,882 shares; 2025Q3: 292,389 shares; 2025Q4: 292,272 shares; 2026Q1: 297,955 shares; 2026Q2: 304,720 shares; 2026Q3: 312,266 shares 312,266 $14.9M 7.42% +7,546 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,757 shares; 2025Q1: 212,603 shares; 2025Q2: 203,638 shares; 2025Q3: 195,842 shares; 2025Q4: 264,135 shares; 2026Q1: 273,058 shares; 2026Q2: 288,031 shares; 2026Q3: 325,499 shares 325,499 $12.1M 6.03% +37,468 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,792 shares; 2025Q1: 53,565 shares; 2025Q2: 55,210 shares; 2025Q3: 56,298 shares; 2025Q4: 53,761 shares; 2026Q1: 52,953 shares; 2026Q2: 52,503 shares; 2026Q3: 52,121 shares 52,121 $7.22M 3.59% -382 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,969 shares; 2025Q3: 43,036 shares; 2025Q4: 51,962 shares; 2026Q1: 64,737 shares; 2026Q2: 93,076 shares; 2026Q3: 115,076 shares 115,076 $6.07M 3.02% +22,000 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,776 shares; 2025Q1: 38,587 shares; 2025Q2: 48,145 shares; 2025Q3: 51,332 shares; 2025Q4: 53,070 shares; 2026Q1: 54,993 shares; 2026Q2: 56,898 shares; 2026Q3: 65,561 shares 65,561 $5.84M 2.9% +8,663 Timeline RDVY 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; 2024Q4: not reported; 2025Q1: 7,513 shares; 2025Q2: 9,542 shares; 2025Q3: 36,636 shares; 2025Q4: 42,590 shares; 2026Q1: 53,766 shares; 2026Q2: 62,732 shares; 2026Q3: 72,866 shares 72,866 $5.77M 2.87% +10,134 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,066 shares; 2025Q1: 28,028 shares; 2025Q2: 41,718 shares; 2025Q3: 52,263 shares; 2025Q4: 52,798 shares; 2026Q1: 55,065 shares; 2026Q2: 56,688 shares; 2026Q3: 70,820 shares 70,820 $5.49M 2.73% +14,132 Timeline VNLA 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; 2024Q4: 35,665 shares; 2025Q1: 39,759 shares; 2025Q2: 39,566 shares; 2025Q3: 40,069 shares; 2025Q4: 40,071 shares; 2026Q1: 40,043 shares; 2026Q2: 45,160 shares; 2026Q3: 94,337 shares 94,337 $4.58M 2.28% +49,177 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; 2024Q4: 3,795 shares; 2025Q1: 3,575 shares; 2025Q2: 3,408 shares; 2025Q3: 4,921 shares; 2025Q4: 4,959 shares; 2026Q1: 4,961 shares; 2026Q2: not reported; 2026Q3: 4,612 shares 4,612 $3.46M 1.72% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,529 shares; 2025Q1: 31,361 shares; 2025Q2: 31,303 shares; 2025Q3: 30,796 shares; 2025Q4: 29,830 shares; 2026Q1: 29,144 shares; 2026Q2: 28,860 shares; 2026Q3: 29,378 shares 29,378 $3.39M 1.69% +518 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,782 shares; 2025Q1: 17,791 shares; 2025Q2: 16,755 shares; 2025Q3: 15,014 shares; 2025Q4: 14,895 shares; 2026Q1: 14,905 shares; 2026Q2: 14,915 shares; 2026Q3: 14,924 shares 14,924 $3.37M 1.68% +9 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,944 shares; 2025Q1: 8,247 shares; 2025Q2: 8,758 shares; 2025Q3: 8,684 shares; 2025Q4: 8,652 shares; 2026Q1: 8,748 shares; 2026Q2: 9,671 shares; 2026Q3: 9,514 shares 9,514 $3.17M 1.58% -157 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,182 shares; 2025Q1: 20,846 shares; 2025Q2: 21,234 shares; 2025Q3: 21,428 shares; 2025Q4: 21,642 shares; 2026Q1: 22,157 shares; 2026Q2: 22,110 shares; 2026Q3: 22,243 shares 22,243 $3.14M 1.56% +133 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,353 shares; 2025Q1: 12,068 shares; 2025Q2: 12,254 shares; 2025Q3: 12,175 shares; 2025Q4: 11,792 shares; 2026Q1: 11,536 shares; 2026Q2: 11,538 shares; 2026Q3: 11,076 shares 11,076 $2.99M 1.48% -462 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,579 shares; 2025Q1: 41,041 shares; 2025Q2: 43,053 shares; 2025Q3: 43,771 shares; 2025Q4: 43,914 shares; 2026Q1: 41,915 shares; 2026Q2: 41,899 shares; 2026Q3: 40,516 shares 40,516 $2.97M 1.48% -1,383 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,558 shares; 2025Q1: 8,250 shares; 2025Q2: 9,367 shares; 2025Q3: 9,342 shares; 2025Q4: 10,486 shares; 2026Q1: 10,044 shares; 2026Q2: 10,346 shares; 2026Q3: 10,134 shares 10,134 $2.37M 1.18% -212 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,772 shares; 2025Q1: 75,905 shares; 2025Q2: 70,741 shares; 2025Q3: 68,513 shares; 2025Q4: 11,997 shares; 2026Q1: 19,967 shares; 2026Q2: 21,588 shares; 2026Q3: 21,921 shares 21,921 $1.9M 0.94% +333 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,479 shares; 2025Q1: 27,896 shares; 2025Q2: 27,880 shares; 2025Q3: 27,876 shares; 2025Q4: 27,895 shares; 2026Q1: 27,639 shares; 2026Q2: 27,790 shares; 2026Q3: 27,841 shares 27,841 $1.87M 0.93% +51 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; 2024Q4: 27,908 shares; 2025Q1: 29,017 shares; 2025Q2: 29,265 shares; 2025Q3: 29,458 shares; 2025Q4: 29,561 shares; 2026Q1: 29,791 shares; 2026Q2: 30,040 shares; 2026Q3: 30,029 shares 30,029 $1.83M 0.91% -11 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,330 shares; 2026Q3: 32,000 shares 32,000 $1.64M 0.82% +27,670 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,471 shares; 2025Q1: 27,102 shares; 2025Q2: 27,242 shares; 2025Q3: 27,235 shares; 2025Q4: 26,362 shares; 2026Q1: 25,709 shares; 2026Q2: 25,691 shares; 2026Q3: 23,960 shares 23,960 $1.59M 0.79% -1,731 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; 2024Q4: 4,927 shares; 2025Q1: 5,842 shares; 2025Q2: 5,433 shares; 2025Q3: 5,358 shares; 2025Q4: 5,059 shares; 2026Q1: 4,778 shares; 2026Q2: 3,124 shares; 2026Q3: 3,114 shares 3,114 $1.57M 0.78% -10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,012 shares; 2025Q1: 4,972 shares; 2025Q2: 5,386 shares; 2025Q3: 5,036 shares; 2025Q4: 5,055 shares; 2026Q1: 5,089 shares; 2026Q2: 5,660 shares; 2026Q3: 4,208 shares 4,208 $1.56M 0.77% -1,452 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; 2024Q4: 21,062 shares; 2025Q1: 26,062 shares; 2025Q2: 28,320 shares; 2025Q3: 30,389 shares; 2025Q4: 30,731 shares; 2026Q1: 36,339 shares; 2026Q2: 38,467 shares; 2026Q3: 37,731 shares 37,731 $1.56M 0.77% -736 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,912 shares; 2025Q1: 24,891 shares; 2025Q2: 24,955 shares; 2025Q3: 22,446 shares; 2025Q4: 22,368 shares; 2026Q1: 16,930 shares; 2026Q2: 15,926 shares; 2026Q3: 15,579 shares 15,579 $1.53M 0.76% -347 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; 2024Q4: 4,697 shares; 2025Q1: 4,773 shares; 2025Q2: 5,105 shares; 2025Q3: 5,035 shares; 2025Q4: 5,832 shares; 2026Q1: 6,325 shares; 2026Q2: 5,872 shares; 2026Q3: 5,847 shares 5,847 $1.47M 0.73% -25 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,679 shares; 2026Q1: 147,432 shares; 2026Q2: 151,181 shares; 2026Q3: 85,993 shares 85,993 $1.46M 0.73% -65,188 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; 2024Q4: 16,910 shares; 2025Q1: 16,910 shares; 2025Q2: 16,910 shares; 2025Q3: 17,460 shares; 2025Q4: 18,035 shares; 2026Q1: 18,035 shares; 2026Q2: 18,035 shares; 2026Q3: 18,035 shares 18,035 $1.41M 0.7% 0 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; 2024Q4: 19,179 shares; 2025Q1: 18,770 shares; 2025Q2: 19,210 shares; 2025Q3: 19,145 shares; 2025Q4: 18,638 shares; 2026Q1: 18,575 shares; 2026Q2: 18,421 shares; 2026Q3: 17,999 shares 17,999 $1.33M 0.66% -422 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,103 shares; 2025Q4: 33,057 shares; 2026Q1: 35,007 shares; 2026Q2: 36,782 shares; 2026Q3: 41,482 shares 41,482 $1.33M 0.66% +4,700 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,498 shares; 2025Q1: 2,537 shares; 2025Q2: 2,646 shares; 2025Q3: 2,879 shares; 2025Q4: 2,899 shares; 2026Q1: 2,877 shares; 2026Q2: 2,887 shares; 2026Q3: 2,571 shares 2,571 $1.33M 0.66% -316 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,530 shares; 2025Q4: 39,194 shares; 2026Q1: 41,469 shares; 2026Q2: 43,616 shares; 2026Q3: 53,574 shares 53,574 $1.31M 0.65% +9,958 Timeline VUSB 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; 2024Q4: 26,362 shares; 2025Q1: 26,649 shares; 2025Q2: 26,459 shares; 2025Q3: 26,459 shares; 2025Q4: 26,459 shares; 2026Q1: 26,382 shares; 2026Q2: 26,382 shares; 2026Q3: 26,382 shares 26,382 $1.3M 0.65% 0 Timeline EFZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 56,374 shares 56,374 $1.3M 0.64% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,684 shares; 2025Q1: 67,942 shares; 2025Q2: 67,993 shares; 2025Q3: 68,041 shares; 2025Q4: 68,082 shares; 2026Q1: 68,122 shares; 2026Q2: 68,162 shares; 2026Q3: 65,958 shares 65,958 $1.29M 0.64% -2,204 Timeline FXO 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; 2024Q4: 21,474 shares; 2025Q1: 20,925 shares; 2025Q2: 20,826 shares; 2025Q3: 21,727 shares; 2025Q4: 21,196 shares; 2026Q1: 20,828 shares; 2026Q2: 20,829 shares; 2026Q3: 20,466 shares 20,466 $1.25M 0.62% -363 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,087 shares; 2025Q1: 3,077 shares; 2025Q2: 3,043 shares; 2025Q3: 3,033 shares; 2025Q4: 3,028 shares; 2026Q1: 3,008 shares; 2026Q2: 11,674 shares; 2026Q3: 9,674 shares 9,674 $1.23M 0.61% -2,000 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,351 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares; 2026Q3: 1,206 shares 1,206 $1.11M 0.55% -45 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,819 shares 22,819 $1.11M 0.55% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,836 shares; 2025Q1: 4,810 shares; 2025Q2: 4,826 shares; 2025Q3: 5,797 shares; 2025Q4: 5,675 shares; 2026Q1: 5,686 shares; 2026Q2: 6,223 shares; 2026Q3: 5,237 shares 5,237 $1.08M 0.54% -986 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,986 shares; 2026Q3: 42,150 shares 42,150 $1.06M 0.53% +31,164 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,547 shares; 2026Q3: 10,203 shares 10,203 $1.05M 0.52% +2,656 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; 2024Q4: 6,755 shares; 2025Q1: 7,582 shares; 2025Q2: 7,609 shares; 2025Q3: 8,060 shares; 2025Q4: 7,936 shares; 2026Q1: 7,956 shares; 2026Q2: 7,912 shares; 2026Q3: 5,932 shares 5,932 $973K 0.48% -1,980 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,016 shares; 2025Q1: 6,016 shares; 2025Q2: 6,016 shares; 2025Q3: 6,016 shares; 2025Q4: 6,016 shares; 2026Q1: 6,016 shares; 2026Q2: 6,016 shares; 2026Q3: 6,016 shares 6,016 $963K 0.48% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,941 shares; 2025Q1: 42,049 shares; 2025Q2: 42,049 shares; 2025Q3: 42,049 shares; 2025Q4: 42,049 shares; 2026Q1: 42,049 shares; 2026Q2: 42,049 shares; 2026Q3: 42,049 shares 42,049 $960K 0.48% 0 Timeline FTXL 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; 2024Q4: 3,946 shares; 2025Q1: 3,216 shares; 2025Q2: 3,216 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares; 2026Q3: 3,396 shares 3,396 $894K 0.44% +80 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,091 shares; 2025Q1: 3,079 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 2,988 shares; 2026Q1: 2,951 shares; 2026Q2: 2,951 shares; 2026Q3: 2,840 shares 2,840 $799K 0.4% -111 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,937 shares; 2025Q2: 5,998 shares; 2025Q3: 6,056 shares; 2025Q4: 6,114 shares; 2026Q1: 6,166 shares; 2026Q2: 6,258 shares; 2026Q3: 6,296 shares 6,296 $793K 0.39% +38 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,058 shares; 2025Q1: 9,134 shares; 2025Q2: 8,853 shares; 2025Q3: 8,289 shares; 2025Q4: 8,289 shares; 2026Q1: 8,654 shares; 2026Q2: 8,654 shares; 2026Q3: 8,654 shares 8,654 $777K 0.39% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,676 shares; 2025Q1: 6,678 shares; 2025Q2: 6,681 shares; 2025Q3: 6,683 shares; 2025Q4: 6,686 shares; 2026Q1: 6,739 shares; 2026Q2: 6,921 shares; 2026Q3: 6,973 shares 6,973 $755K 0.38% +52 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,323 shares; 2025Q1: 2,427 shares; 2025Q2: 2,229 shares; 2025Q3: 2,122 shares; 2025Q4: 2,184 shares; 2026Q1: 2,185 shares; 2026Q2: 2,185 shares; 2026Q3: 2,189 shares 2,189 $752K 0.37% +4 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,575 shares; 2026Q3: 19,957 shares 19,957 $704K 0.35% +12,382 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,790 shares; 2025Q1: 35,947 shares; 2025Q2: 35,947 shares; 2025Q3: 35,947 shares; 2025Q4: 35,947 shares; 2026Q1: 35,947 shares; 2026Q2: 35,947 shares; 2026Q3: 35,947 shares 35,947 $703K 0.35% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,739 shares; 2025Q1: 31,396 shares; 2025Q2: 31,396 shares; 2025Q3: 31,396 shares; 2025Q4: 31,396 shares; 2026Q1: 31,396 shares; 2026Q2: 31,396 shares; 2026Q3: 31,396 shares 31,396 $695K 0.35% 0 Timeline XLE 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; 2024Q4: 10,557 shares; 2025Q1: 9,573 shares; 2025Q2: 7,455 shares; 2025Q3: 6,587 shares; 2025Q4: 13,200 shares; 2026Q1: 13,415 shares; 2026Q2: 12,148 shares; 2026Q3: 11,055 shares 11,055 $694K 0.35% -1,093 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,459 shares; 2026Q2: 46,383 shares; 2026Q3: 44,893 shares 44,893 $688K 0.34% -1,490 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,777 shares; 2026Q1: 13,510 shares; 2026Q2: 13,510 shares; 2026Q3: 13,713 shares 13,713 $675K 0.34% +203 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,937 shares 24,937 $666K 0.33% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,050 shares; 2025Q1: 29,550 shares; 2025Q2: 39,200 shares; 2025Q3: 39,725 shares; 2025Q4: 37,475 shares; 2026Q1: 39,405 shares; 2026Q2: 39,475 shares; 2026Q3: 38,903 shares 38,903 $665K 0.33% -572 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,532 shares 12,532 $663K 0.33% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,771 shares; 2025Q1: 54,612 shares; 2025Q2: 51,229 shares; 2025Q3: 9,564 shares; 2025Q4: 7,602 shares; 2026Q1: 7,747 shares; 2026Q2: 7,340 shares; 2026Q3: 7,503 shares 7,503 $659K 0.33% +163 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104 $623K 0.31% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 787 shares; 2025Q1: 878 shares; 2025Q2: 849 shares; 2025Q3: 840 shares; 2025Q4: 833 shares; 2026Q1: 735 shares; 2026Q2: 724 shares; 2026Q3: 732 shares 732 $618K 0.31% +8 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 4,380 shares; 2025Q3: 4,120 shares; 2025Q4: 4,040 shares; 2026Q1: 3,430 shares; 2026Q2: 3,390 shares; 2026Q3: 3,290 shares 3,290 $616K 0.31% -100 Timeline LMBS 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; 2024Q4: 14,963 shares; 2025Q1: 16,009 shares; 2025Q2: 15,976 shares; 2025Q3: 16,023 shares; 2025Q4: 11,766 shares; 2026Q1: 12,266 shares; 2026Q2: 12,382 shares; 2026Q3: 12,482 shares 12,482 $605K 0.3% +100 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; 2024Q4: 1,664 shares; 2025Q1: 1,663 shares; 2025Q2: 1,778 shares; 2025Q3: 1,773 shares; 2025Q4: 1,878 shares; 2026Q1: 1,832 shares; 2026Q2: 1,857 shares; 2026Q3: 825 shares 825 $600K 0.3% -1,032 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,592 shares; 2026Q3: 12,192 shares 12,192 $556K 0.28% +6,600 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27,233 shares; 2025Q2: 27,233 shares; 2025Q3: 27,233 shares; 2025Q4: 27,233 shares; 2026Q1: 27,233 shares; 2026Q2: 27,233 shares; 2026Q3: 27,233 shares 27,233 $548K 0.27% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,989 shares; 2025Q1: 102,370 shares; 2025Q2: 102,572 shares; 2025Q3: 20,187 shares; 2025Q4: 2,601 shares; 2026Q1: 4,001 shares; 2026Q2: 4,751 shares; 2026Q3: 4,814 shares 4,814 $547K 0.27% +63 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25,316 shares; 2025Q2: 25,316 shares; 2025Q3: 25,316 shares; 2025Q4: 25,316 shares; 2026Q1: 25,316 shares; 2026Q2: 25,316 shares; 2026Q3: 25,316 shares 25,316 $543K 0.27% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,359 shares 3,359 $534K 0.27% new 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; 2024Q4: 6,380 shares; 2025Q1: 6,641 shares; 2025Q2: 7,242 shares; 2025Q3: 9,544 shares; 2025Q4: 10,417 shares; 2026Q1: 11,562 shares; 2026Q2: 11,607 shares; 2026Q3: 11,081 shares 11,081 $529K 0.26% -526 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; 2024Q4: 10,467 shares; 2025Q1: 10,467 shares; 2025Q2: 10,173 shares; 2025Q3: 10,079 shares; 2025Q4: 10,080 shares; 2026Q1: 10,032 shares; 2026Q2: 10,032 shares; 2026Q3: 10,032 shares 10,032 $528K 0.26% 0 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; 2024Q4: 3,235 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 4,028 shares; 2025Q4: 3,618 shares; 2026Q1: 3,636 shares; 2026Q2: 3,636 shares; 2026Q3: 3,653 shares 3,653 $527K 0.26% +17 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; 2024Q4: 591 shares; 2025Q1: 593 shares; 2025Q2: 592 shares; 2025Q3: 702 shares; 2025Q4: 704 shares; 2026Q1: 720 shares; 2026Q2: 720 shares; 2026Q3: 720 shares 720 $510K 0.25% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,290 shares; 2026Q2: 846 shares; 2026Q3: 788 shares 788 $500K 0.25% -58 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; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 463 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 646 shares; 2026Q2: 646 shares; 2026Q3: 646 shares 646 $497K 0.25% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,929 shares; 2025Q1: 4,954 shares; 2025Q2: 4,966 shares; 2025Q3: 4,968 shares; 2025Q4: 4,778 shares; 2026Q1: 4,685 shares; 2026Q2: 4,687 shares; 2026Q3: 4,689 shares 4,689 $489K 0.24% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,849 shares; 2025Q1: 5,730 shares; 2025Q2: 5,738 shares; 2025Q3: 5,741 shares; 2025Q4: 5,743 shares; 2026Q1: 5,745 shares; 2026Q2: 5,748 shares; 2026Q3: 5,750 shares 5,750 $481K 0.24% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,763 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares; 2026Q2: 1,837 shares; 2026Q3: 1,837 shares 1,837 $470K 0.23% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,277 shares; 2025Q1: 15,326 shares; 2025Q2: 15,384 shares; 2025Q3: 15,034 shares; 2025Q4: 15,337 shares; 2026Q1: 5,935 shares; 2026Q2: 5,855 shares; 2026Q3: 4,938 shares 4,938 $468K 0.23% -917 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 1,325 shares; 2025Q3: 1,701 shares; 2025Q4: 1,749 shares; 2026Q1: 1,753 shares; 2026Q2: 1,759 shares; 2026Q3: 1,751 shares 1,751 $460K 0.23% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 833 shares; 2026Q2: 833 shares; 2026Q3: 834 shares 834 $450K 0.22% +1 Timeline SKYY 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; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares; 2026Q2: 2,612 shares; 2026Q3: 2,612 shares 2,612 $439K 0.22% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,906 shares; 2025Q1: 105,709 shares; 2025Q2: 109,951 shares; 2025Q3: 105,956 shares; 2025Q4: not reported; 2026Q1: 10,074 shares; 2026Q2: 14,500 shares; 2026Q3: 15,000 shares 15,000 $408K 0.2% +500 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 828 shares; 2026Q3: 855 shares 855 $404K 0.2% +27 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,704 shares; 2025Q4: 7,738 shares; 2026Q1: 7,435 shares; 2026Q2: 7,435 shares; 2026Q3: 7,350 shares 7,350 $393K 0.2% -85 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,320 shares; 2025Q1: 11,320 shares; 2025Q2: 10,755 shares; 2025Q3: 10,755 shares; 2025Q4: 10,655 shares; 2026Q1: 10,454 shares; 2026Q2: 9,479 shares; 2026Q3: 9,379 shares 9,379 $390K 0.19% -100 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; 2024Q4: 8,159 shares; 2025Q1: 8,309 shares; 2025Q2: 8,323 shares; 2025Q3: 8,304 shares; 2025Q4: 8,316 shares; 2026Q1: 8,327 shares; 2026Q2: 8,339 shares; 2026Q3: 8,351 shares 8,351 $388K 0.19% +12 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,592 shares; 2025Q1: 3,592 shares; 2025Q2: 3,574 shares; 2025Q3: 3,306 shares; 2025Q4: 2,019 shares; 2026Q1: 2,011 shares; 2026Q2: 2,011 shares; 2026Q3: 1,497 shares 1,497 $373K 0.19% -514 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 927 shares; 2026Q3: 787 shares 787 $365K 0.18% -140 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,981 shares; 2025Q1: 3,986 shares; 2025Q2: 3,990 shares; 2025Q3: 4,295 shares; 2025Q4: 4,100 shares; 2026Q1: 3,904 shares; 2026Q2: 3,909 shares; 2026Q3: 3,738 shares 3,738 $360K 0.18% -171 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,706 shares 3,706 $354K 0.18% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares; 2026Q3: 1,115 shares 1,115 $348K 0.17% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares; 2026Q2: 430 shares; 2026Q3: 493 shares 493 $334K 0.17% +63 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,930 shares; 2025Q1: 2,990 shares; 2025Q2: 3,001 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,985 shares; 2026Q2: 1,995 shares; 2026Q3: 1,995 shares 1,995 $329K 0.16% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,204 shares; 2025Q1: 1,219 shares; 2025Q2: 1,221 shares; 2025Q3: 1,229 shares; 2025Q4: 1,195 shares; 2026Q1: 1,197 shares; 2026Q2: 1,198 shares; 2026Q3: 990 shares 990 $329K 0.16% -208 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 912 shares; 2026Q1: 909 shares; 2026Q2: 910 shares; 2026Q3: 961 shares 961 $327K 0.16% +51 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,064 shares 5,064 $324K 0.16% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,946 shares; 2025Q1: 7,151 shares; 2025Q2: 6,562 shares; 2025Q3: 6,251 shares; 2025Q4: 6,253 shares; 2026Q1: 6,109 shares; 2026Q2: 6,181 shares; 2026Q3: 6,182 shares 6,182 $319K 0.16% +1 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,958 shares; 2025Q4: 7,958 shares; 2026Q1: 7,959 shares; 2026Q2: 7,959 shares; 2026Q3: 7,959 shares 7,959 $318K 0.16% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 804 shares; 2025Q3: 805 shares; 2025Q4: 855 shares; 2026Q1: 856 shares; 2026Q2: 857 shares; 2026Q3: 857 shares 857 $309K 0.15% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,195 shares; 2025Q3: 2,206 shares; 2025Q4: 2,216 shares; 2026Q1: 2,227 shares; 2026Q2: 2,238 shares; 2026Q3: 2,250 shares 2,250 $306K 0.15% +12 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 10,540 shares; 2026Q1: 10,540 shares; 2026Q2: 11,240 shares; 2026Q3: 11,240 shares 11,240 $292K 0.15% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,787 shares; 2026Q2: 1,450 shares; 2026Q3: 1,400 shares 1,400 $290K 0.14% -50 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 317 shares; 2026Q1: 324 shares; 2026Q2: 2,192 shares; 2026Q3: 2,192 shares 2,192 $281K 0.14% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares; 2026Q3: 407 shares 407 $279K 0.14% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,763 shares 3,763 $278K 0.14% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,005 shares; 2026Q2: 6,005 shares; 2026Q3: 6,005 shares 6,005 $275K 0.14% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,930 shares; 2025Q1: 33,981 shares; 2025Q2: 33,881 shares; 2025Q3: 35,988 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,945 shares; 2026Q3: 5,000 shares 5,000 $274K 0.14% +55 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,681 shares 3,681 $270K 0.13% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,777 shares; 2025Q1: 1,778 shares; 2025Q2: 1,780 shares; 2025Q3: 1,781 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares; 2026Q2: 1,644 shares; 2026Q3: 1,444 shares 1,444 $267K 0.13% -200 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,315 shares; 2026Q2: 1,275 shares; 2026Q3: 1,275 shares 1,275 $265K 0.13% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 627 shares 627 $265K 0.13% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,943 shares 6,943 $262K 0.13% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,321 shares 5,321 $247K 0.12% new Timeline AVUV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,046 shares 2,046 $246K 0.12% new Timeline FXD 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; 2024Q4: 3,632 shares; 2025Q1: not reported; 2025Q2: 3,632 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares; 2026Q2: 3,632 shares; 2026Q3: 3,632 shares 3,632 $235K 0.12% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,224 shares; 2026Q1: 3,224 shares; 2026Q2: 3,030 shares; 2026Q3: 3,030 shares 3,030 $227K 0.11% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,217 shares; 2025Q4: 2,225 shares; 2026Q1: 2,293 shares; 2026Q2: 2,238 shares; 2026Q3: 2,245 shares 2,245 $227K 0.11% +7 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; 2024Q4: not reported; 2025Q1: 844 shares; 2025Q2: 845 shares; 2025Q3: not reported; 2025Q4: 595 shares; 2026Q1: not reported; 2026Q2: 596 shares; 2026Q3: 596 shares 596 $225K 0.11% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,933 shares; 2026Q3: 1,937 shares 1,937 $217K 0.11% +4 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,664 shares; 2025Q3: 5,753 shares; 2025Q4: 5,845 shares; 2026Q1: 5,934 shares; 2026Q2: 6,019 shares; 2026Q3: 6,123 shares 6,123 $216K 0.11% +104 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; 2024Q4: 630 shares; 2025Q1: 732 shares; 2025Q2: 734 shares; 2025Q3: 736 shares; 2025Q4: 740 shares; 2026Q1: 741 shares; 2026Q2: 742 shares; 2026Q3: 730 shares 730 $207K 0.1% -12 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,740 shares; 2025Q4: 4,087 shares; 2026Q1: 4,169 shares; 2026Q2: 4,285 shares; 2026Q3: 4,285 shares 4,285 $203K 0.1% 0 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; 2024Q4: not reported; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares; 2026Q3: 545 shares 545 $203K 0.1% -6 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,090 shares; 2026Q3: 10,533 shares 10,533 $128K 0.06% +443 Timeline MNTS MOMENTUS INC More: the full row for MOMENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,100 shares 20,100 $74.6K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,300 shares 10,300 $58.4K 0.03% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,000 shares 10,000 $43.8K 0.02% new Timeline KDK KODIAK AI INC. More: the full row for KODIAK AI INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,500 shares 10,500 $17.2K 0.01% new Timeline COCH ENVOY MEDICAL INC More: the full row for ENVOY MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,121 shares; 2025Q4: 10,121 shares; 2026Q1: 10,121 shares; 2026Q2: 10,121 shares; 2026Q3: 10,121 shares 10,121 $6.86K <0.01% 0 Timeline