IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 720,703 shares; 2025Q1: 800,667 shares; 2025Q2: 818,997 shares; 2025Q3: 837,230 shares; 2025Q4: 863,837 shares; 2026Q1: not loaded; 2026Q2: 808,560 shares; 2026Q3: 808,409 shares 808,409 $89.2M 7.74% -151 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 512,400 shares; 2025Q1: 557,906 shares; 2025Q2: 571,779 shares; 2025Q3: 576,979 shares; 2025Q4: 579,137 shares; 2026Q1: not loaded; 2026Q2: 598,201 shares; 2026Q3: 591,567 shares 591,567 $72.8M 6.32% -6,634 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 897,508 shares; 2025Q1: 958,730 shares; 2025Q2: 1,046,849 shares; 2025Q3: 1,051,290 shares; 2025Q4: 1,057,708 shares; 2026Q1: not loaded; 2026Q2: 1,014,722 shares; 2026Q3: 1,000,732 shares 1,000,732 $53.8M 4.67% -13,990 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: 67,888 shares; 2025Q1: 68,510 shares; 2025Q2: 67,503 shares; 2025Q3: 67,090 shares; 2025Q4: 64,519 shares; 2026Q1: not loaded; 2026Q2: 63,366 shares; 2026Q3: 62,231 shares 62,231 $47.5M 4.12% -1,135 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: 84,671 shares; 2025Q1: 83,379 shares; 2025Q2: 87,026 shares; 2025Q3: 85,291 shares; 2025Q4: 77,460 shares; 2026Q1: not loaded; 2026Q2: 78,873 shares; 2026Q3: 80,667 shares 80,667 $41.4M 3.59% +1,794 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: 135,307 shares; 2025Q1: 125,236 shares; 2025Q2: 128,032 shares; 2025Q3: 123,602 shares; 2025Q4: 117,325 shares; 2026Q1: not loaded; 2026Q2: 110,536 shares; 2026Q3: 108,761 shares 108,761 $36.2M 3.14% -1,775 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 381,010 shares; 2025Q1: 399,512 shares; 2025Q2: 396,825 shares; 2025Q3: 393,213 shares; 2025Q4: 406,771 shares; 2026Q1: not loaded; 2026Q2: 354,651 shares; 2026Q3: 350,786 shares 350,786 $31M 2.69% -3,865 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: 92,213 shares; 2025Q1: 88,684 shares; 2025Q2: 89,004 shares; 2025Q3: 86,984 shares; 2025Q4: 84,219 shares; 2026Q1: not loaded; 2026Q2: 81,950 shares; 2026Q3: 79,303 shares 79,303 $26.2M 2.28% -2,647 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: 97,977 shares; 2025Q1: 91,294 shares; 2025Q2: 95,686 shares; 2025Q3: 90,977 shares; 2025Q4: 87,778 shares; 2026Q1: not loaded; 2026Q2: 85,650 shares; 2026Q3: 83,885 shares 83,885 $22.2M 1.93% -1,765 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,132 shares; 2025Q1: 214,951 shares; 2025Q2: 211,011 shares; 2025Q3: 206,200 shares; 2025Q4: 209,249 shares; 2026Q1: not loaded; 2026Q2: 219,319 shares; 2026Q3: 217,243 shares 217,243 $22.2M 1.93% -2,076 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,413 shares; 2025Q1: 180,083 shares; 2025Q2: 176,372 shares; 2025Q3: 175,977 shares; 2025Q4: 170,529 shares; 2026Q1: not loaded; 2026Q2: 168,040 shares; 2026Q3: 166,123 shares 166,123 $17.3M 1.5% -1,917 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: 96,731 shares; 2025Q1: 95,076 shares; 2025Q2: 94,521 shares; 2025Q3: 92,021 shares; 2025Q4: 88,951 shares; 2026Q1: not loaded; 2026Q2: 87,194 shares; 2026Q3: 86,405 shares 86,405 $16M 1.39% -789 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,199 shares; 2025Q1: 218,464 shares; 2025Q2: 241,854 shares; 2025Q3: 243,658 shares; 2025Q4: 251,601 shares; 2026Q1: not loaded; 2026Q2: 270,844 shares; 2026Q3: 273,163 shares 273,163 $15.1M 1.31% +2,319 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: 57,146 shares; 2025Q1: 50,540 shares; 2025Q2: 50,651 shares; 2025Q3: 49,296 shares; 2025Q4: 47,552 shares; 2026Q1: not loaded; 2026Q2: 43,711 shares; 2026Q3: 43,308 shares 43,308 $14.8M 1.28% -403 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: 69,769 shares; 2025Q1: 64,911 shares; 2025Q2: 61,061 shares; 2025Q3: 65,854 shares; 2025Q4: 63,655 shares; 2026Q1: not loaded; 2026Q2: 59,177 shares; 2026Q3: 61,630 shares 61,630 $14.1M 1.22% +2,453 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: 61,466 shares; 2025Q1: 57,701 shares; 2025Q2: 52,640 shares; 2025Q3: 50,617 shares; 2025Q4: 50,252 shares; 2026Q1: not loaded; 2026Q2: 55,944 shares; 2026Q3: 55,544 shares 55,544 $13.8M 1.2% -400 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: 10,629 shares; 2025Q1: 80,377 shares; 2025Q2: 83,895 shares; 2025Q3: 89,663 shares; 2025Q4: 93,677 shares; 2026Q1: not loaded; 2026Q2: 97,890 shares; 2026Q3: 98,393 shares 98,393 $13.5M 1.18% +503 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,686 shares; 2025Q1: 49,332 shares; 2025Q2: 48,226 shares; 2025Q3: 47,884 shares; 2025Q4: 46,835 shares; 2026Q1: not loaded; 2026Q2: 46,232 shares; 2026Q3: 45,434 shares 45,434 $12.9M 1.12% -798 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: 11,451 shares; 2025Q1: 11,451 shares; 2025Q2: 11,233 shares; 2025Q3: 11,115 shares; 2025Q4: 10,822 shares; 2026Q1: not loaded; 2026Q2: 38,523 shares; 2026Q3: 47,708 shares 47,708 $11.8M 1.03% +9,185 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: 15,143 shares; 2025Q1: 14,657 shares; 2025Q2: 17,641 shares; 2025Q3: 18,947 shares; 2025Q4: 15,952 shares; 2026Q1: not loaded; 2026Q2: 14,953 shares; 2026Q3: 14,001 shares 14,001 $11.4M 0.99% -952 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,533 shares; 2025Q1: 79,793 shares; 2025Q2: 81,525 shares; 2025Q3: 80,065 shares; 2025Q4: 79,015 shares; 2026Q1: not loaded; 2026Q2: 75,791 shares; 2026Q3: 75,066 shares 75,066 $10.9M 0.95% -725 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,177 shares; 2025Q1: 37,870 shares; 2025Q2: 36,677 shares; 2025Q3: 36,310 shares; 2025Q4: 34,772 shares; 2026Q1: not loaded; 2026Q2: 136,457 shares; 2026Q3: 135,257 shares 135,257 $10.6M 0.92% -1,200 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: 79,527 shares; 2025Q1: 87,795 shares; 2025Q2: 96,077 shares; 2025Q3: 91,943 shares; 2025Q4: 90,387 shares; 2026Q1: not loaded; 2026Q2: 83,853 shares; 2026Q3: 70,117 shares 70,117 $10.2M 0.88% -13,736 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: 51,310 shares; 2025Q1: 50,795 shares; 2025Q2: 51,467 shares; 2025Q3: 49,227 shares; 2025Q4: 48,454 shares; 2026Q1: not loaded; 2026Q2: 47,806 shares; 2026Q3: 47,139 shares 47,139 $9.63M 0.84% -667 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: 108,947 shares; 2025Q1: 89,565 shares; 2025Q2: 89,958 shares; 2025Q3: 88,891 shares; 2025Q4: 86,665 shares; 2026Q1: not loaded; 2026Q2: 85,810 shares; 2026Q3: 82,380 shares 82,380 $8.87M 0.77% -3,430 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,417 shares; 2025Q1: 76,748 shares; 2025Q2: 76,508 shares; 2025Q3: 73,695 shares; 2025Q4: 71,344 shares; 2026Q1: not loaded; 2026Q2: 69,110 shares; 2026Q3: 63,820 shares 63,820 $8.76M 0.76% -5,290 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,018 shares; 2025Q1: 7,250 shares; 2025Q2: 8,159 shares; 2025Q3: 8,992 shares; 2025Q4: 8,708 shares; 2026Q1: not loaded; 2026Q2: 7,511 shares; 2026Q3: 7,405 shares 7,405 $8.57M 0.74% -106 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: 15,165 shares; 2025Q1: 14,653 shares; 2025Q2: 14,329 shares; 2025Q3: 13,902 shares; 2025Q4: 12,715 shares; 2026Q1: not loaded; 2026Q2: 11,850 shares; 2026Q3: 11,536 shares 11,536 $8.53M 0.74% -314 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,588 shares; 2025Q1: 32,283 shares; 2025Q2: 33,558 shares; 2025Q3: 32,965 shares; 2025Q4: 33,101 shares; 2026Q1: not loaded; 2026Q2: 33,672 shares; 2026Q3: 33,492 shares 33,492 $7.73M 0.67% -180 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: 67,645 shares; 2025Q1: 66,190 shares; 2025Q2: 67,396 shares; 2025Q3: 65,423 shares; 2025Q4: 60,010 shares; 2026Q1: not loaded; 2026Q2: 58,678 shares; 2026Q3: 60,004 shares 60,004 $7.6M 0.66% +1,326 Timeline USRT 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 115,955 shares; 2026Q3: 123,095 shares 123,095 $7.58M 0.66% +7,140 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,641 shares; 2025Q1: 86,180 shares; 2025Q2: 96,807 shares; 2025Q3: 91,612 shares; 2025Q4: 90,396 shares; 2026Q1: not loaded; 2026Q2: 89,582 shares; 2026Q3: 87,636 shares 87,636 $7.54M 0.65% -1,946 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,496 shares; 2025Q1: 15,425 shares; 2025Q2: 15,238 shares; 2025Q3: 14,967 shares; 2025Q4: 14,453 shares; 2026Q1: not loaded; 2026Q2: 13,135 shares; 2026Q3: 13,018 shares 13,018 $7.18M 0.62% -117 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,116 shares; 2025Q1: 8,916 shares; 2025Q2: 8,805 shares; 2025Q3: 8,651 shares; 2025Q4: 8,408 shares; 2026Q1: not loaded; 2026Q2: 8,157 shares; 2026Q3: 7,822 shares 7,822 $7.04M 0.61% -335 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: 31,614 shares; 2025Q1: 30,516 shares; 2025Q2: 30,938 shares; 2025Q3: 29,321 shares; 2025Q4: 28,464 shares; 2026Q1: not loaded; 2026Q2: 27,540 shares; 2026Q3: 25,532 shares 25,532 $6.68M 0.58% -2,008 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,542 shares; 2025Q1: 30,627 shares; 2025Q2: 30,382 shares; 2025Q3: 30,041 shares; 2025Q4: 29,650 shares; 2026Q1: not loaded; 2026Q2: 29,452 shares; 2026Q3: 29,539 shares 29,539 $6.5M 0.56% +87 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: 22,300 shares; 2025Q1: 22,713 shares; 2025Q2: 19,699 shares; 2025Q3: 19,478 shares; 2025Q4: 18,977 shares; 2026Q1: not loaded; 2026Q2: 17,086 shares; 2026Q3: 17,471 shares 17,471 $6.01M 0.52% +385 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,236 shares; 2025Q1: 12,260 shares; 2025Q2: 12,423 shares; 2025Q3: 12,353 shares; 2025Q4: 12,431 shares; 2026Q1: not loaded; 2026Q2: 11,719 shares; 2026Q3: 11,777 shares 11,777 $6M 0.52% +58 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,586 shares; 2025Q1: 83,006 shares; 2025Q2: 82,189 shares; 2025Q3: 79,932 shares; 2025Q4: 79,073 shares; 2026Q1: not loaded; 2026Q2: 78,190 shares; 2026Q3: 78,636 shares 78,636 $5.96M 0.52% +446 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,889 shares; 2025Q1: 120,148 shares; 2025Q2: 118,974 shares; 2025Q3: 118,573 shares; 2025Q4: 116,036 shares; 2026Q1: not loaded; 2026Q2: 98,482 shares; 2026Q3: 109,366 shares 109,366 $5.95M 0.52% +10,884 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283,695 shares; 2025Q1: 280,045 shares; 2025Q2: 279,830 shares; 2025Q3: 179,723 shares; 2025Q4: 155,046 shares; 2026Q1: not loaded; 2026Q2: 154,106 shares; 2026Q3: 149,700 shares 149,700 $5.84M 0.51% -4,406 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: 56,129 shares; 2025Q1: 55,596 shares; 2025Q2: 55,030 shares; 2025Q3: 54,061 shares; 2025Q4: 51,683 shares; 2026Q1: not loaded; 2026Q2: 54,356 shares; 2026Q3: 54,360 shares 54,360 $5.8M 0.5% +4 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,491 shares; 2025Q1: 38,491 shares; 2025Q2: 38,538 shares; 2025Q3: 38,538 shares; 2025Q4: 36,922 shares; 2026Q1: not loaded; 2026Q2: 34,851 shares; 2026Q3: 34,834 shares 34,834 $5.79M 0.5% -17 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: 5,712 shares; 2025Q1: 7,306 shares; 2025Q2: 8,595 shares; 2025Q3: 9,167 shares; 2025Q4: 10,167 shares; 2026Q1: not loaded; 2026Q2: 9,491 shares; 2026Q3: 9,319 shares 9,319 $5.7M 0.49% -172 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,587 shares; 2025Q1: 58,458 shares; 2025Q2: 56,571 shares; 2025Q3: 54,263 shares; 2025Q4: 50,617 shares; 2026Q1: not loaded; 2026Q2: 56,284 shares; 2026Q3: 56,372 shares 56,372 $5.57M 0.48% +88 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,201 shares; 2025Q1: 18,474 shares; 2025Q2: 19,601 shares; 2025Q3: 19,043 shares; 2025Q4: 18,973 shares; 2026Q1: not loaded; 2026Q2: 17,873 shares; 2026Q3: 17,855 shares 17,855 $5.52M 0.48% -18 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,990 shares; 2025Q1: 61,906 shares; 2025Q2: 56,368 shares; 2025Q3: 55,670 shares; 2025Q4: 53,864 shares; 2026Q1: not loaded; 2026Q2: 53,736 shares; 2026Q3: 53,484 shares 53,484 $5.27M 0.46% -252 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,610 shares; 2025Q1: 20,083 shares; 2025Q2: 19,510 shares; 2025Q3: 18,930 shares; 2025Q4: 18,538 shares; 2026Q1: not loaded; 2026Q2: 18,334 shares; 2026Q3: 18,216 shares 18,216 $5.1M 0.44% -118 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: 18,728 shares; 2025Q1: 18,695 shares; 2025Q2: 18,389 shares; 2025Q3: 18,322 shares; 2025Q4: 17,012 shares; 2026Q1: not loaded; 2026Q2: 18,292 shares; 2026Q3: 18,228 shares 18,228 $5.07M 0.44% -64 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: 86,476 shares; 2025Q1: 82,719 shares; 2025Q2: 80,955 shares; 2025Q3: 75,174 shares; 2025Q4: 75,389 shares; 2026Q1: not loaded; 2026Q2: 69,971 shares; 2026Q3: 64,789 shares 64,789 $5.04M 0.44% -5,182 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,526 shares; 2025Q1: 189,489 shares; 2025Q2: 218,881 shares; 2025Q3: 190,139 shares; 2025Q4: 165,575 shares; 2026Q1: not loaded; 2026Q2: 160,394 shares; 2026Q3: 171,242 shares 171,242 $4.88M 0.42% +10,848 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,361 shares; 2025Q2: 4,311 shares; 2025Q3: 5,039 shares; 2025Q4: 4,921 shares; 2026Q1: not loaded; 2026Q2: 4,738 shares; 2026Q3: 4,516 shares 4,516 $4.78M 0.41% -222 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: 6,195 shares; 2025Q1: 5,990 shares; 2025Q2: 5,985 shares; 2025Q3: 5,890 shares; 2025Q4: 5,778 shares; 2026Q1: not loaded; 2026Q2: 6,101 shares; 2026Q3: 6,241 shares 6,241 $4.53M 0.39% +140 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,631 shares; 2025Q1: 12,625 shares; 2025Q2: 12,230 shares; 2025Q3: 11,471 shares; 2025Q4: 10,999 shares; 2026Q1: not loaded; 2026Q2: 10,817 shares; 2026Q3: 10,623 shares 10,623 $4.48M 0.39% -194 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: 7,383 shares; 2025Q1: 7,358 shares; 2025Q2: 7,312 shares; 2025Q3: 7,267 shares; 2025Q4: 7,267 shares; 2026Q1: not loaded; 2026Q2: 7,067 shares; 2026Q3: 6,595 shares 6,595 $4.43M 0.38% -472 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: 45,231 shares; 2025Q1: 44,130 shares; 2025Q2: 43,182 shares; 2025Q3: 41,650 shares; 2025Q4: 41,328 shares; 2026Q1: not loaded; 2026Q2: 42,526 shares; 2026Q3: 42,095 shares 42,095 $4.37M 0.38% -431 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: 10,291 shares; 2025Q1: 9,773 shares; 2025Q2: 9,773 shares; 2025Q3: 9,674 shares; 2025Q4: 9,674 shares; 2026Q1: not loaded; 2026Q2: 9,621 shares; 2026Q3: 9,306 shares 9,306 $4.21M 0.36% -315 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,003 shares; 2025Q1: 53,003 shares; 2025Q2: 53,003 shares; 2025Q3: 142,234 shares; 2025Q4: 142,234 shares; 2026Q1: not loaded; 2026Q2: 142,234 shares; 2026Q3: 147,101 shares 147,101 $4.1M 0.36% +4,867 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,608 shares; 2025Q1: 33,529 shares; 2025Q2: 33,299 shares; 2025Q3: 32,847 shares; 2025Q4: 31,947 shares; 2026Q1: not loaded; 2026Q2: 30,992 shares; 2026Q3: 30,795 shares 30,795 $4.07M 0.35% -197 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,106 shares; 2025Q1: 120,106 shares; 2025Q2: 120,106 shares; 2025Q3: 124,204 shares; 2025Q4: 118,204 shares; 2026Q1: not loaded; 2026Q2: 115,087 shares; 2026Q3: 129,266 shares 129,266 $3.91M 0.34% +14,179 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,177 shares; 2025Q1: 41,918 shares; 2025Q2: 39,976 shares; 2025Q3: 38,331 shares; 2025Q4: 38,564 shares; 2026Q1: not loaded; 2026Q2: 37,237 shares; 2026Q3: 37,500 shares 37,500 $3.86M 0.34% +263 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: 14,366 shares; 2025Q1: 14,245 shares; 2025Q2: 13,765 shares; 2025Q3: 13,678 shares; 2025Q4: 13,402 shares; 2026Q1: not loaded; 2026Q2: 13,232 shares; 2026Q3: 13,410 shares 13,410 $3.82M 0.33% +178 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,371 shares; 2025Q1: 40,930 shares; 2025Q2: 42,841 shares; 2025Q3: 43,194 shares; 2025Q4: 38,241 shares; 2026Q1: not loaded; 2026Q2: 41,492 shares; 2026Q3: 33,512 shares 33,512 $3.79M 0.33% -7,980 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,857 shares; 2025Q1: 27,835 shares; 2025Q2: 27,148 shares; 2025Q3: 26,725 shares; 2025Q4: 25,846 shares; 2026Q1: not loaded; 2026Q2: 25,338 shares; 2026Q3: 25,303 shares 25,303 $3.71M 0.32% -35 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,486 shares; 2025Q1: 26,846 shares; 2025Q2: 23,768 shares; 2025Q3: 23,466 shares; 2025Q4: 22,731 shares; 2026Q1: not loaded; 2026Q2: 20,966 shares; 2026Q3: 19,407 shares 19,407 $3.65M 0.32% -1,559 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: 8,095 shares; 2025Q1: 7,779 shares; 2025Q2: 7,643 shares; 2025Q3: 7,643 shares; 2025Q4: 7,489 shares; 2026Q1: not loaded; 2026Q2: 29,240 shares; 2026Q3: 28,892 shares 28,892 $3.62M 0.31% -348 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,332 shares; 2025Q1: 11,671 shares; 2025Q2: 11,399 shares; 2025Q3: 11,975 shares; 2025Q4: 13,078 shares; 2026Q1: not loaded; 2026Q2: 14,900 shares; 2026Q3: 15,131 shares 15,131 $3.47M 0.3% +231 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,789 shares; 2025Q1: 19,978 shares; 2025Q2: 19,795 shares; 2025Q3: 19,636 shares; 2025Q4: 19,261 shares; 2026Q1: not loaded; 2026Q2: 19,516 shares; 2026Q3: 19,235 shares 19,235 $3.38M 0.29% -281 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,391 shares; 2025Q1: 5,403 shares; 2025Q2: 5,245 shares; 2025Q3: 5,124 shares; 2025Q4: 4,319 shares; 2026Q1: not loaded; 2026Q2: 4,429 shares; 2026Q3: 4,351 shares 4,351 $3.33M 0.29% -78 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: 4,403 shares; 2025Q1: 4,396 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,514 shares; 2026Q1: not loaded; 2026Q2: 4,695 shares; 2026Q3: 4,695 shares 4,695 $3.29M 0.29% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,896 shares; 2025Q1: 7,588 shares; 2025Q2: 7,448 shares; 2025Q3: 6,737 shares; 2025Q4: 6,668 shares; 2026Q1: not loaded; 2026Q2: 6,313 shares; 2026Q3: 6,337 shares 6,337 $3.22M 0.28% +24 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,351 shares; 2025Q1: 106,412 shares; 2025Q2: 60,939 shares; 2025Q3: 59,162 shares; 2025Q4: 58,071 shares; 2026Q1: not loaded; 2026Q2: 54,100 shares; 2026Q3: 54,273 shares 54,273 $3.22M 0.28% +173 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,520 shares; 2025Q1: 6,419 shares; 2025Q2: 5,848 shares; 2025Q3: 9,783 shares; 2025Q4: 9,412 shares; 2026Q1: not loaded; 2026Q2: 9,057 shares; 2026Q3: 9,004 shares 9,004 $3.16M 0.27% -53 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,502 shares; 2025Q1: 14,321 shares; 2025Q2: 17,762 shares; 2025Q3: 18,979 shares; 2025Q4: 13,916 shares; 2026Q1: not loaded; 2026Q2: 10,227 shares; 2026Q3: 10,080 shares 10,080 $3.15M 0.27% -147 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,194 shares; 2025Q1: 11,467 shares; 2025Q2: 11,934 shares; 2025Q3: 11,922 shares; 2025Q4: 11,186 shares; 2026Q1: not loaded; 2026Q2: 10,332 shares; 2026Q3: 10,262 shares 10,262 $3.12M 0.27% -70 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 33,297 shares; 2025Q2: 34,364 shares; 2025Q3: 33,980 shares; 2025Q4: 33,980 shares; 2026Q1: not loaded; 2026Q2: 111,567 shares; 2026Q3: 107,898 shares 107,898 $3.09M 0.27% -3,669 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,599 shares; 2025Q1: 39,427 shares; 2025Q2: 37,612 shares; 2025Q3: 36,532 shares; 2025Q4: 36,181 shares; 2026Q1: not loaded; 2026Q2: 36,217 shares; 2026Q3: 35,807 shares 35,807 $3.07M 0.27% -410 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,606 shares; 2025Q1: 46,085 shares; 2025Q2: 43,446 shares; 2025Q3: 41,890 shares; 2025Q4: 38,681 shares; 2026Q1: not loaded; 2026Q2: 34,394 shares; 2026Q3: 34,166 shares 34,166 $3.06M 0.27% -228 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,412 shares; 2025Q1: 9,543 shares; 2025Q2: 9,914 shares; 2025Q3: 10,331 shares; 2025Q4: 9,304 shares; 2026Q1: not loaded; 2026Q2: 11,258 shares; 2026Q3: 11,105 shares 11,105 $3.02M 0.26% -153 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: 41,062 shares; 2025Q1: 40,447 shares; 2025Q2: 41,546 shares; 2025Q3: 41,197 shares; 2025Q4: 40,300 shares; 2026Q1: not loaded; 2026Q2: 37,115 shares; 2026Q3: 35,886 shares 35,886 $2.97M 0.26% -1,229 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,167 shares; 2025Q1: 28,400 shares; 2025Q2: 27,828 shares; 2025Q3: 26,780 shares; 2025Q4: 26,713 shares; 2026Q1: not loaded; 2026Q2: 26,494 shares; 2026Q3: 26,094 shares 26,094 $2.92M 0.25% -400 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,400 shares; 2025Q1: 8,214 shares; 2025Q2: 7,977 shares; 2025Q3: 8,051 shares; 2025Q4: 7,792 shares; 2026Q1: not loaded; 2026Q2: 7,057 shares; 2026Q3: 6,713 shares 6,713 $2.88M 0.25% -344 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,176 shares; 2025Q1: 33,710 shares; 2025Q2: 29,484 shares; 2025Q3: 29,292 shares; 2025Q4: 28,503 shares; 2026Q1: not loaded; 2026Q2: 29,489 shares; 2026Q3: 29,365 shares 29,365 $2.87M 0.25% -124 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,536 shares; 2025Q1: 56,327 shares; 2025Q2: 55,777 shares; 2025Q3: 54,841 shares; 2025Q4: 53,987 shares; 2026Q1: not loaded; 2026Q2: 53,145 shares; 2026Q3: 52,152 shares 52,152 $2.86M 0.25% -993 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,842 shares; 2025Q1: 28,661 shares; 2025Q2: 27,899 shares; 2025Q3: 27,499 shares; 2025Q4: 25,785 shares; 2026Q1: not loaded; 2026Q2: 23,575 shares; 2026Q3: 22,671 shares 22,671 $2.84M 0.25% -904 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: 37,840 shares; 2025Q1: 37,938 shares; 2025Q2: 38,055 shares; 2025Q3: 38,035 shares; 2025Q4: 37,733 shares; 2026Q1: not loaded; 2026Q2: 55,195 shares; 2026Q3: 38,705 shares 38,705 $2.78M 0.24% -16,490 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: 6,025 shares; 2025Q1: 7,135 shares; 2025Q2: 6,957 shares; 2025Q3: 6,627 shares; 2025Q4: 6,357 shares; 2026Q1: not loaded; 2026Q2: 5,720 shares; 2026Q3: 5,576 shares 5,576 $2.78M 0.24% -144 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,669 shares; 2025Q1: 49,620 shares; 2025Q2: 60,701 shares; 2025Q3: 66,763 shares; 2025Q4: 58,856 shares; 2026Q1: not loaded; 2026Q2: 56,826 shares; 2026Q3: 56,221 shares 56,221 $2.74M 0.24% -605 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,420 shares; 2025Q1: 19,105 shares; 2025Q2: 19,105 shares; 2025Q3: 19,489 shares; 2025Q4: 18,861 shares; 2026Q1: not loaded; 2026Q2: 18,509 shares; 2026Q3: 17,400 shares 17,400 $2.68M 0.23% -1,109 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,820 shares; 2025Q2: 4,356 shares; 2025Q3: 4,458 shares; 2025Q4: 4,734 shares; 2026Q1: not loaded; 2026Q2: 4,176 shares; 2026Q3: 6,255 shares 6,255 $2.67M 0.23% +2,079 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,982 shares; 2025Q1: 8,767 shares; 2025Q2: 9,497 shares; 2025Q3: 8,610 shares; 2025Q4: 8,347 shares; 2026Q1: not loaded; 2026Q2: 8,034 shares; 2026Q3: 7,362 shares 7,362 $2.62M 0.23% -672 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,572 shares; 2025Q1: 11,455 shares; 2025Q2: 12,456 shares; 2025Q3: 12,235 shares; 2025Q4: 12,031 shares; 2026Q1: not loaded; 2026Q2: 8,249 shares; 2026Q3: 7,865 shares 7,865 $2.61M 0.23% -384 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,681 shares; 2025Q1: 23,887 shares; 2025Q2: 23,718 shares; 2025Q3: 23,320 shares; 2025Q4: 23,264 shares; 2026Q1: not loaded; 2026Q2: 36,663 shares; 2026Q3: 40,227 shares 40,227 $2.59M 0.22% +3,564 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,109 shares; 2025Q1: 7,438 shares; 2025Q2: 6,893 shares; 2025Q3: 4,839 shares; 2025Q4: 4,596 shares; 2026Q1: not loaded; 2026Q2: 3,920 shares; 2026Q3: 3,782 shares 3,782 $2.55M 0.22% -138 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,116 shares; 2025Q1: 15,527 shares; 2025Q2: 15,248 shares; 2025Q3: 15,695 shares; 2025Q4: 15,871 shares; 2026Q1: not loaded; 2026Q2: 17,232 shares; 2026Q3: 16,778 shares 16,778 $2.55M 0.22% -454 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: 9,233 shares; 2025Q1: 8,139 shares; 2025Q2: 8,805 shares; 2025Q3: 7,571 shares; 2025Q4: 7,472 shares; 2026Q1: not loaded; 2026Q2: 6,376 shares; 2026Q3: 7,076 shares 7,076 $2.54M 0.22% +700 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,564 shares; 2025Q1: 28,959 shares; 2025Q2: 28,545 shares; 2025Q3: 26,711 shares; 2025Q4: 25,819 shares; 2026Q1: not loaded; 2026Q2: 24,294 shares; 2026Q3: 23,981 shares 23,981 $2.52M 0.22% -313 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,377 shares; 2025Q1: 40,492 shares; 2025Q2: 35,618 shares; 2025Q3: 25,615 shares; 2025Q4: 23,215 shares; 2026Q1: not loaded; 2026Q2: 20,719 shares; 2026Q3: 20,623 shares 20,623 $2.48M 0.22% -96 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,906 shares; 2025Q1: 40,226 shares; 2025Q2: 39,368 shares; 2025Q3: 38,095 shares; 2025Q4: 37,354 shares; 2026Q1: not loaded; 2026Q2: 37,154 shares; 2026Q3: 36,984 shares 36,984 $2.47M 0.21% -170 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,919 shares; 2025Q1: 4,688 shares; 2025Q2: 4,550 shares; 2025Q3: 4,576 shares; 2025Q4: 5,271 shares; 2026Q1: not loaded; 2026Q2: 7,263 shares; 2026Q3: 7,533 shares 7,533 $2.43M 0.21% +270 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,332 shares; 2025Q1: 52,482 shares; 2025Q2: 48,030 shares; 2025Q3: 46,610 shares; 2025Q4: 47,459 shares; 2026Q1: not loaded; 2026Q2: 46,031 shares; 2026Q3: 46,010 shares 46,010 $2.42M 0.21% -21 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,750 shares; 2025Q1: 13,264 shares; 2025Q2: 12,803 shares; 2025Q3: 12,551 shares; 2025Q4: 11,220 shares; 2026Q1: not loaded; 2026Q2: 31,049 shares; 2026Q3: 23,412 shares 23,412 $2.33M 0.2% -7,637 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,101 shares; 2025Q1: 12,970 shares; 2025Q2: 13,858 shares; 2025Q3: 13,456 shares; 2025Q4: 12,731 shares; 2026Q1: not loaded; 2026Q2: 12,674 shares; 2026Q3: 12,520 shares 12,520 $2.31M 0.2% -154 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,827 shares; 2025Q1: 57,954 shares; 2025Q2: 57,219 shares; 2025Q3: 53,135 shares; 2025Q4: 51,546 shares; 2026Q1: not loaded; 2026Q2: 51,513 shares; 2026Q3: 50,174 shares 50,174 $2.3M 0.2% -1,339 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,227 shares; 2025Q1: 9,871 shares; 2025Q2: 10,544 shares; 2025Q3: 10,281 shares; 2025Q4: 10,205 shares; 2026Q1: not loaded; 2026Q2: 10,260 shares; 2026Q3: 10,326 shares 10,326 $2.29M 0.2% +66 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2026Q2: 80,702 shares; 2026Q3: 80,702 shares 80,702 $2.24M 0.19% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,458 shares; 2025Q1: 9,129 shares; 2025Q2: 9,454 shares; 2025Q3: 9,448 shares; 2025Q4: 9,105 shares; 2026Q1: not loaded; 2026Q2: 8,428 shares; 2026Q3: 8,139 shares 8,139 $2.21M 0.19% -289 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,520 shares; 2025Q1: 10,949 shares; 2025Q2: 12,571 shares; 2025Q3: 12,515 shares; 2025Q4: 12,459 shares; 2026Q1: not loaded; 2026Q2: 13,182 shares; 2026Q3: 13,912 shares 13,912 $2.16M 0.19% +730 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,709 shares; 2025Q1: 981 shares; 2025Q2: 1,239 shares; 2025Q3: 1,244 shares; 2025Q4: 7,610 shares; 2026Q1: not loaded; 2026Q2: 14,848 shares; 2026Q3: 16,078 shares 16,078 $2.15M 0.19% +1,230 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,552 shares; 2025Q1: 6,778 shares; 2025Q2: 6,720 shares; 2025Q3: 6,966 shares; 2025Q4: 6,578 shares; 2026Q1: not loaded; 2026Q2: 9,089 shares; 2026Q3: 13,206 shares 13,206 $2.15M 0.19% +4,117 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,084 shares; 2025Q1: 15,869 shares; 2025Q2: 15,819 shares; 2025Q3: 13,901 shares; 2025Q4: 13,463 shares; 2026Q1: not loaded; 2026Q2: 13,257 shares; 2026Q3: 13,077 shares 13,077 $2.15M 0.19% -180 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,935 shares; 2025Q1: 9,897 shares; 2025Q2: 9,897 shares; 2025Q3: 9,904 shares; 2025Q4: 9,692 shares; 2026Q1: not loaded; 2026Q2: 9,628 shares; 2026Q3: 9,628 shares 9,628 $2.13M 0.19% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,008 shares; 2025Q1: 11,065 shares; 2025Q2: 11,606 shares; 2025Q3: 11,800 shares; 2025Q4: 10,866 shares; 2026Q1: not loaded; 2026Q2: 11,762 shares; 2026Q3: 12,691 shares 12,691 $2.08M 0.18% +929 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,530 shares; 2025Q1: 6,429 shares; 2025Q2: 6,346 shares; 2025Q3: 6,200 shares; 2025Q4: 6,164 shares; 2026Q1: not loaded; 2026Q2: 5,987 shares; 2026Q3: 5,705 shares 5,705 $2.07M 0.18% -282 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,703 shares; 2025Q1: 75,382 shares; 2025Q2: 78,002 shares; 2025Q3: 78,196 shares; 2025Q4: 77,216 shares; 2026Q1: not loaded; 2026Q2: 80,391 shares; 2026Q3: 83,859 shares 83,859 $2.05M 0.18% +3,468 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,224 shares; 2025Q1: 31,122 shares; 2025Q2: 24,247 shares; 2025Q3: 24,130 shares; 2025Q4: 23,318 shares; 2026Q1: not loaded; 2026Q2: 23,081 shares; 2026Q3: 22,246 shares 22,246 $1.93M 0.17% -835 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,422 shares; 2025Q1: 3,400 shares; 2025Q2: 3,543 shares; 2025Q3: 3,766 shares; 2025Q4: 4,099 shares; 2026Q1: not loaded; 2026Q2: 3,853 shares; 2026Q3: 3,660 shares 3,660 $1.89M 0.16% -193 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,603 shares; 2025Q1: 8,096 shares; 2025Q2: 8,302 shares; 2025Q3: 8,036 shares; 2025Q4: 7,591 shares; 2026Q1: not loaded; 2026Q2: 6,887 shares; 2026Q3: 6,813 shares 6,813 $1.88M 0.16% -74 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,947 shares; 2025Q1: 18,591 shares; 2025Q2: 18,427 shares; 2025Q3: 18,427 shares; 2025Q4: 18,427 shares; 2026Q1: not loaded; 2026Q2: 22,443 shares; 2026Q3: 19,623 shares 19,623 $1.86M 0.16% -2,820 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,078 shares; 2025Q1: 13,688 shares; 2025Q2: 14,780 shares; 2025Q3: 14,441 shares; 2025Q4: 15,001 shares; 2026Q1: not loaded; 2026Q2: 10,813 shares; 2026Q3: 10,012 shares 10,012 $1.86M 0.16% -801 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,456 shares; 2025Q1: 4,664 shares; 2025Q2: 4,375 shares; 2025Q3: 4,360 shares; 2025Q4: 4,320 shares; 2026Q1: not loaded; 2026Q2: 16,333 shares; 2026Q3: 15,634 shares 15,634 $1.86M 0.16% -699 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,400 shares; 2025Q1: 54,041 shares; 2025Q2: 48,152 shares; 2025Q3: 46,613 shares; 2025Q4: 47,083 shares; 2026Q1: not loaded; 2026Q2: 43,887 shares; 2026Q3: 43,890 shares 43,890 $1.86M 0.16% +3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 8,752 shares 8,752 $1.85M 0.16% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 11,271 shares 11,271 $1.84M 0.16% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,020 shares; 2025Q1: 18,272 shares; 2025Q2: 19,390 shares; 2025Q3: 19,391 shares; 2025Q4: 18,558 shares; 2026Q1: not loaded; 2026Q2: 16,828 shares; 2026Q3: 15,894 shares 15,894 $1.81M 0.16% -934 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,929 shares; 2025Q1: 7,876 shares; 2025Q2: 7,425 shares; 2025Q3: 7,423 shares; 2025Q4: 7,185 shares; 2026Q1: not loaded; 2026Q2: 7,026 shares; 2026Q3: 6,947 shares 6,947 $1.79M 0.16% -79 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,846 shares; 2025Q1: 3,846 shares; 2025Q2: 3,846 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares; 2026Q1: not loaded; 2026Q2: 4,150 shares; 2026Q3: 4,150 shares 4,150 $1.79M 0.16% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,103 shares; 2025Q1: 3,989 shares; 2025Q2: 3,261 shares; 2025Q3: 3,108 shares; 2025Q4: 2,327 shares; 2026Q1: not loaded; 2026Q2: 4,514 shares; 2026Q3: 4,490 shares 4,490 $1.78M 0.15% -24 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,401 shares; 2025Q1: 3,362 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,144 shares; 2026Q1: not loaded; 2026Q2: 18,984 shares; 2026Q3: 18,984 shares 18,984 $1.71M 0.15% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,436 shares; 2025Q1: 15,528 shares; 2025Q2: 16,953 shares; 2025Q3: 13,758 shares; 2025Q4: 9,145 shares; 2026Q1: not loaded; 2026Q2: 25,019 shares; 2026Q3: 26,224 shares 26,224 $1.7M 0.15% +1,205 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: 3,749 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 3,691 shares; 2025Q4: 3,584 shares; 2026Q1: not loaded; 2026Q2: 3,425 shares; 2026Q3: 3,297 shares 3,297 $1.69M 0.15% -128 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,973 shares; 2025Q1: 3,916 shares; 2025Q2: 7,632 shares; 2025Q3: 6,256 shares; 2025Q4: 3,458 shares; 2026Q1: not loaded; 2026Q2: 3,563 shares; 2026Q3: 3,533 shares 3,533 $1.68M 0.15% -30 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,801 shares; 2025Q1: 9,752 shares; 2025Q2: 9,497 shares; 2025Q3: 9,127 shares; 2025Q4: 8,856 shares; 2026Q1: not loaded; 2026Q2: 8,640 shares; 2026Q3: 8,622 shares 8,622 $1.67M 0.14% -18 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,445 shares; 2025Q1: 11,844 shares; 2025Q2: 11,327 shares; 2025Q3: 11,508 shares; 2025Q4: 11,126 shares; 2026Q1: not loaded; 2026Q2: 12,720 shares; 2026Q3: 12,856 shares 12,856 $1.66M 0.14% +136 Timeline Invesco Treasurer's Ser Tr … Invesco Treasurer's Ser Tr Prem I… More: the full row for Invesco Treasurer's Ser Tr Prem Instl 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 loaded; 2026Q2: not reported; 2026Q3: 1,658,369 shares 1,658,369 $1.66M 0.14% new NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,895 shares; 2025Q1: 61,363 shares; 2025Q2: 101,211 shares; 2025Q3: 178,816 shares; 2025Q4: 172,291 shares; 2026Q1: not loaded; 2026Q2: 89,375 shares; 2026Q3: 87,004 shares 87,004 $1.63M 0.14% -2,371 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,379 shares; 2025Q1: 16,379 shares; 2025Q2: 16,294 shares; 2025Q3: 16,124 shares; 2025Q4: 16,357 shares; 2026Q1: not loaded; 2026Q2: 16,104 shares; 2026Q3: 16,307 shares 16,307 $1.58M 0.14% +203 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,311 shares; 2025Q1: 31,805 shares; 2025Q2: 31,805 shares; 2025Q3: 28,530 shares; 2025Q4: 28,530 shares; 2026Q1: not loaded; 2026Q2: 26,105 shares; 2026Q3: 26,105 shares 26,105 $1.55M 0.13% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,035 shares; 2025Q2: 41,543 shares; 2025Q3: 41,543 shares; 2025Q4: 41,142 shares; 2026Q1: not loaded; 2026Q2: 58,836 shares; 2026Q3: 58,836 shares 58,836 $1.55M 0.13% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,691 shares; 2025Q1: 2,646 shares; 2025Q2: 2,422 shares; 2025Q3: 2,743 shares; 2025Q4: 2,593 shares; 2026Q1: not loaded; 2026Q2: 1,659 shares; 2026Q3: 1,630 shares 1,630 $1.55M 0.13% -29 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,329 shares; 2025Q1: 8,123 shares; 2025Q2: 18,179 shares; 2025Q3: 20,910 shares; 2025Q4: 22,052 shares; 2026Q1: not loaded; 2026Q2: 20,730 shares; 2026Q3: 19,206 shares 19,206 $1.54M 0.13% -1,524 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,443 shares; 2025Q1: 13,563 shares; 2025Q2: 13,918 shares; 2025Q3: 13,956 shares; 2025Q4: 14,601 shares; 2026Q1: not loaded; 2026Q2: 10,050 shares; 2026Q3: 8,351 shares 8,351 $1.53M 0.13% -1,699 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,999 shares; 2025Q1: 10,349 shares; 2025Q2: 10,054 shares; 2025Q3: 9,511 shares; 2025Q4: 9,341 shares; 2026Q1: not loaded; 2026Q2: 8,744 shares; 2026Q3: 8,269 shares 8,269 $1.52M 0.13% -475 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,651 shares; 2025Q1: 11,838 shares; 2025Q2: 12,806 shares; 2025Q3: 11,763 shares; 2025Q4: 16,778 shares; 2026Q1: not loaded; 2026Q2: 17,618 shares; 2026Q3: 15,614 shares 15,614 $1.52M 0.13% -2,004 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,531 shares; 2025Q1: 5,536 shares; 2025Q2: 5,436 shares; 2025Q3: 5,430 shares; 2025Q4: 5,126 shares; 2026Q1: not loaded; 2026Q2: 7,439 shares; 2026Q3: 7,967 shares 7,967 $1.52M 0.13% +528 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,165 shares; 2025Q1: 25,165 shares; 2025Q2: 26,815 shares; 2025Q3: 26,865 shares; 2025Q4: 14,759 shares; 2026Q1: not loaded; 2026Q2: 46,914 shares; 2026Q3: 47,354 shares 47,354 $1.51M 0.13% +440 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,859 shares; 2025Q1: 1,906 shares; 2025Q2: 1,868 shares; 2025Q3: 1,873 shares; 2025Q4: 1,802 shares; 2026Q1: not loaded; 2026Q2: 1,703 shares; 2026Q3: 1,653 shares 1,653 $1.5M 0.13% -50 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: not loaded; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.13% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,133 shares; 2025Q1: 30,142 shares; 2025Q2: 30,312 shares; 2025Q3: 29,041 shares; 2025Q4: 28,840 shares; 2026Q1: not loaded; 2026Q2: 26,652 shares; 2026Q3: 26,526 shares 26,526 $1.44M 0.12% -126 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,387 shares; 2026Q3: 13,852 shares 13,852 $1.4M 0.12% +11,465 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,937 shares; 2025Q1: 37,894 shares; 2025Q2: 31,743 shares; 2025Q3: 30,214 shares; 2025Q4: 25,448 shares; 2026Q1: not loaded; 2026Q2: 23,502 shares; 2026Q3: 22,306 shares 22,306 $1.39M 0.12% -1,196 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,232 shares; 2025Q1: 15,463 shares; 2025Q2: 14,932 shares; 2025Q3: 15,308 shares; 2025Q4: 14,997 shares; 2026Q1: not loaded; 2026Q2: 15,139 shares; 2026Q3: 14,671 shares 14,671 $1.39M 0.12% -468 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,381 shares; 2025Q1: 5,090 shares; 2025Q2: 5,015 shares; 2025Q3: 5,014 shares; 2025Q4: 4,582 shares; 2026Q1: not loaded; 2026Q2: 4,518 shares; 2026Q3: 4,255 shares 4,255 $1.38M 0.12% -263 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,534 shares; 2025Q1: 4,825 shares; 2025Q2: 4,708 shares; 2025Q3: 4,729 shares; 2025Q4: 4,839 shares; 2026Q1: not loaded; 2026Q2: 6,301 shares; 2026Q3: 6,210 shares 6,210 $1.3M 0.11% -91 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,883 shares; 2025Q1: 7,373 shares; 2025Q2: 8,582 shares; 2025Q3: 12,557 shares; 2025Q4: 10,552 shares; 2026Q1: not loaded; 2026Q2: 5,233 shares; 2026Q3: 5,402 shares 5,402 $1.3M 0.11% +169 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,924 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 754 shares; 2025Q4: 2,679 shares; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 18,594 shares 18,594 $1.29M 0.11% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,418 shares; 2025Q1: 14,229 shares; 2025Q2: 11,173 shares; 2025Q3: 9,496 shares; 2025Q4: 9,039 shares; 2026Q1: not loaded; 2026Q2: 8,341 shares; 2026Q3: 7,981 shares 7,981 $1.24M 0.11% -360 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,377 shares; 2025Q1: 4,469 shares; 2025Q2: 5,036 shares; 2025Q3: 4,848 shares; 2025Q4: 4,212 shares; 2026Q1: not loaded; 2026Q2: 4,504 shares; 2026Q3: 4,431 shares 4,431 $1.23M 0.11% -73 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,359 shares; 2025Q1: 58,028 shares; 2025Q2: 56,940 shares; 2025Q3: 53,198 shares; 2025Q4: 53,131 shares; 2026Q1: not loaded; 2026Q2: 52,241 shares; 2026Q3: 50,521 shares 50,521 $1.23M 0.11% -1,720 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,366 shares; 2025Q1: 17,980 shares; 2025Q2: 12,260 shares; 2025Q3: 11,669 shares; 2025Q4: 11,279 shares; 2026Q1: not loaded; 2026Q2: 10,893 shares; 2026Q3: 10,574 shares 10,574 $1.22M 0.11% -319 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,353 shares; 2025Q1: 14,333 shares; 2025Q2: 14,203 shares; 2025Q3: 14,177 shares; 2025Q4: 14,208 shares; 2026Q1: not loaded; 2026Q2: 15,917 shares; 2026Q3: 14,815 shares 14,815 $1.2M 0.1% -1,102 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,373 shares; 2025Q1: 11,945 shares; 2025Q2: 11,936 shares; 2025Q3: 9,804 shares; 2025Q4: 8,514 shares; 2026Q1: not loaded; 2026Q2: 6,416 shares; 2026Q3: 8,065 shares 8,065 $1.2M 0.1% +1,649 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 748 shares; 2025Q4: 1,796 shares; 2026Q1: not loaded; 2026Q2: 799 shares; 2026Q3: 2,935 shares 2,935 $1.19M 0.1% +2,136 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,534 shares; 2025Q1: 12,921 shares; 2025Q2: 13,989 shares; 2025Q3: 14,098 shares; 2025Q4: 13,875 shares; 2026Q1: not loaded; 2026Q2: 14,190 shares; 2026Q3: 13,946 shares 13,946 $1.19M 0.1% -244 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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 loaded; 2026Q2: not reported; 2026Q3: 7,659 shares 7,659 $1.19M 0.1% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 23,825 shares; 2026Q3: 23,825 shares 23,825 $1.17M 0.1% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,800 shares; 2025Q1: 3,408 shares; 2025Q2: 2,734 shares; 2025Q3: 2,720 shares; 2025Q4: 2,301 shares; 2026Q1: not loaded; 2026Q2: 2,071 shares; 2026Q3: 1,365 shares 1,365 $1.17M 0.1% -706 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,942 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 3,930 shares; 2025Q4: 3,922 shares; 2026Q1: not loaded; 2026Q2: 5,767 shares; 2026Q3: 25,087 shares 25,087 $1.16M 0.1% +19,320 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,472 shares; 2025Q1: 22,964 shares; 2025Q2: 25,175 shares; 2025Q3: 25,865 shares; 2025Q4: 25,336 shares; 2026Q1: not loaded; 2026Q2: 25,501 shares; 2026Q3: 25,027 shares 25,027 $1.16M 0.1% -474 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,547 shares; 2025Q1: 39,827 shares; 2025Q2: 35,956 shares; 2025Q3: 34,008 shares; 2025Q4: 32,432 shares; 2026Q1: not loaded; 2026Q2: 35,806 shares; 2026Q3: 24,805 shares 24,805 $1.16M 0.1% -11,001 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,217 shares; 2025Q4: 3,219 shares; 2026Q1: not loaded; 2026Q2: 3,219 shares; 2026Q3: 3,219 shares 3,219 $1.15M 0.1% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,643 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 8,836 shares; 2025Q4: 8,286 shares; 2026Q1: not loaded; 2026Q2: 8,593 shares; 2026Q3: 7,843 shares 7,843 $1.13M 0.1% -750 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,024 shares; 2025Q1: 6,756 shares; 2025Q2: 6,500 shares; 2025Q3: 5,955 shares; 2025Q4: 4,904 shares; 2026Q1: not loaded; 2026Q2: 3,788 shares; 2026Q3: 2,827 shares 2,827 $1.12M 0.1% -961 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,565 shares; 2025Q1: 30,507 shares; 2025Q2: 30,388 shares; 2025Q3: 29,535 shares; 2025Q4: 28,493 shares; 2026Q1: not loaded; 2026Q2: 35,543 shares; 2026Q3: 19,065 shares 19,065 $1.1M 0.1% -16,478 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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 loaded; 2026Q2: not reported; 2026Q3: 17,933 shares 17,933 $1.09M 0.09% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,767 shares; 2025Q1: 24,928 shares; 2025Q2: 24,399 shares; 2025Q3: 24,253 shares; 2025Q4: 22,261 shares; 2026Q1: not loaded; 2026Q2: 20,011 shares; 2026Q3: 17,125 shares 17,125 $1.04M 0.09% -2,886 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,946 shares; 2025Q1: 4,754 shares; 2025Q2: 4,854 shares; 2025Q3: 4,370 shares; 2025Q4: 4,345 shares; 2026Q1: not loaded; 2026Q2: 4,307 shares; 2026Q3: 4,307 shares 4,307 $1M 0.09% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,250 shares; 2025Q1: 11,884 shares; 2025Q2: 11,789 shares; 2025Q3: 11,807 shares; 2025Q4: 11,603 shares; 2026Q1: not loaded; 2026Q2: 11,842 shares; 2026Q3: 11,642 shares 11,642 $1M 0.09% -200 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,056 shares; 2025Q1: 4,933 shares; 2025Q2: 4,842 shares; 2025Q3: 4,838 shares; 2025Q4: 5,538 shares; 2026Q1: not loaded; 2026Q2: 4,920 shares; 2026Q3: 5,872 shares 5,872 $1M 0.09% +952 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,073 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not loaded; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $1M 0.09% 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: 8,125 shares; 2025Q1: 8,123 shares; 2025Q2: 7,737 shares; 2025Q3: 7,699 shares; 2025Q4: 7,487 shares; 2026Q1: not loaded; 2026Q2: 7,358 shares; 2026Q3: 7,269 shares 7,269 $991K 0.09% -89 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,243 shares; 2025Q1: 1,293 shares; 2025Q2: 17,491 shares; 2025Q3: 16,525 shares; 2025Q4: 13,885 shares; 2026Q1: not loaded; 2026Q2: 11,482 shares; 2026Q3: 11,285 shares 11,285 $964K 0.08% -197 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,906 shares; 2025Q1: 12,244 shares; 2025Q2: 12,684 shares; 2025Q3: 12,464 shares; 2025Q4: 11,648 shares; 2026Q1: not loaded; 2026Q2: 11,693 shares; 2026Q3: 12,185 shares 12,185 $950K 0.08% +492 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,991 shares; 2025Q1: 10,679 shares; 2025Q2: 11,102 shares; 2025Q3: 11,196 shares; 2025Q4: 11,175 shares; 2026Q1: not loaded; 2026Q2: 12,031 shares; 2026Q3: 11,678 shares 11,678 $946K 0.08% -353 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: not loaded; 2026Q2: 2,895 shares; 2026Q3: 2,865 shares 2,865 $941K 0.08% -30 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,515 shares; 2025Q1: 3,374 shares; 2025Q2: 3,306 shares; 2025Q3: 4,329 shares; 2025Q4: 4,028 shares; 2026Q1: not loaded; 2026Q2: 2,881 shares; 2026Q3: 2,638 shares 2,638 $938K 0.08% -243 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 33,100 shares; 2026Q1: not loaded; 2026Q2: 33,100 shares; 2026Q3: 33,100 shares 33,100 $931K 0.08% 0 Timeline GRNB 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: 35,021 shares; 2025Q1: 35,159 shares; 2025Q2: 37,116 shares; 2025Q3: 37,141 shares; 2025Q4: 38,231 shares; 2026Q1: not loaded; 2026Q2: 38,092 shares; 2026Q3: 39,694 shares 39,694 $922K 0.08% +1,602 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 141,360 shares; 2025Q1: 132,413 shares; 2025Q2: 64,408 shares; 2025Q3: 64,105 shares; 2025Q4: 93,768 shares; 2026Q1: not loaded; 2026Q2: 37,814 shares; 2026Q3: 31,186 shares 31,186 $920K 0.08% -6,628 Timeline DSI 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 5,840 shares; 2026Q3: 6,265 shares 6,265 $916K 0.08% +425 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,937 shares; 2025Q1: 5,241 shares; 2025Q2: 4,485 shares; 2025Q3: 4,483 shares; 2025Q4: 4,291 shares; 2026Q1: not loaded; 2026Q2: 3,540 shares; 2026Q3: 3,256 shares 3,256 $901K 0.08% -284 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,384 shares; 2025Q1: 8,359 shares; 2025Q2: 8,242 shares; 2025Q3: 8,261 shares; 2025Q4: 7,662 shares; 2026Q1: not loaded; 2026Q2: 10,029 shares; 2026Q3: 9,824 shares 9,824 $897K 0.08% -205 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,806 shares; 2025Q1: 7,473 shares; 2025Q2: 6,760 shares; 2025Q3: 7,536 shares; 2025Q4: 7,008 shares; 2026Q1: not loaded; 2026Q2: 4,610 shares; 2026Q3: 4,199 shares 4,199 $870K 0.08% -411 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,442 shares; 2025Q1: 9,627 shares; 2025Q2: 8,853 shares; 2025Q3: 8,396 shares; 2025Q4: 7,957 shares; 2026Q1: not loaded; 2026Q2: 7,804 shares; 2026Q3: 7,587 shares 7,587 $862K 0.07% -217 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,637 shares; 2025Q1: 19,987 shares; 2025Q2: 19,306 shares; 2025Q3: 19,184 shares; 2025Q4: 19,184 shares; 2026Q1: not loaded; 2026Q2: 19,034 shares; 2026Q3: 18,339 shares 18,339 $853K 0.07% -695 Timeline VBR 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: 4,678 shares; 2025Q1: 4,434 shares; 2025Q2: 4,416 shares; 2025Q3: 4,362 shares; 2025Q4: 4,033 shares; 2026Q1: not loaded; 2026Q2: 3,876 shares; 2026Q3: 3,665 shares 3,665 $847K 0.07% -211 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,912 shares; 2025Q1: 5,972 shares; 2025Q2: 5,872 shares; 2025Q3: 5,656 shares; 2025Q4: 5,514 shares; 2026Q1: not loaded; 2026Q2: 5,547 shares; 2026Q3: 5,547 shares 5,547 $827K 0.07% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,346 shares; 2025Q1: 5,333 shares; 2025Q2: 5,121 shares; 2025Q3: 4,868 shares; 2025Q4: 4,016 shares; 2026Q1: not loaded; 2026Q2: 3,522 shares; 2026Q3: 3,950 shares 3,950 $823K 0.07% +428 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,439 shares; 2025Q1: 3,302 shares; 2025Q2: 3,286 shares; 2025Q3: 3,312 shares; 2025Q4: 3,287 shares; 2026Q1: not loaded; 2026Q2: 3,674 shares; 2026Q3: 3,674 shares 3,674 $817K 0.07% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,038 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: not loaded; 2026Q2: 4,838 shares; 2026Q3: 4,954 shares 4,954 $796K 0.07% +116 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,102 shares; 2025Q1: 12,106 shares; 2025Q2: 11,866 shares; 2025Q3: 11,906 shares; 2025Q4: 10,951 shares; 2026Q1: not loaded; 2026Q2: 9,460 shares; 2026Q3: 8,608 shares 8,608 $792K 0.07% -852 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,075 shares; 2025Q1: 7,504 shares; 2025Q2: 9,711 shares; 2025Q3: 9,713 shares; 2025Q4: 9,549 shares; 2026Q1: not loaded; 2026Q2: 8,053 shares; 2026Q3: 8,136 shares 8,136 $764K 0.07% +83 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2026Q2: not reported; 2026Q3: 27,308 shares 27,308 $760K 0.07% new 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: 8,076 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 7,579 shares; 2026Q1: not loaded; 2026Q2: 7,579 shares; 2026Q3: 7,579 shares 7,579 $752K 0.07% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,048 shares; 2025Q1: 3,723 shares; 2025Q2: 3,691 shares; 2025Q3: 3,693 shares; 2025Q4: 2,778 shares; 2026Q1: not loaded; 2026Q2: 1,395 shares; 2026Q3: 1,395 shares 1,395 $751K 0.07% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,822 shares; 2025Q1: 77,757 shares; 2025Q2: 63,807 shares; 2025Q3: 61,792 shares; 2025Q4: 60,412 shares; 2026Q1: not loaded; 2026Q2: 52,087 shares; 2026Q3: 40,024 shares 40,024 $740K 0.06% -12,063 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,187 shares; 2025Q1: 5,390 shares; 2025Q2: 5,959 shares; 2025Q3: 5,296 shares; 2025Q4: 4,040 shares; 2026Q1: not loaded; 2026Q2: 4,788 shares; 2026Q3: 4,719 shares 4,719 $739K 0.06% -69 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 4,058 shares; 2025Q2: 4,046 shares; 2025Q3: 3,962 shares; 2025Q4: 3,840 shares; 2026Q1: not loaded; 2026Q2: 4,218 shares; 2026Q3: 4,037 shares 4,037 $723K 0.06% -181 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: 1,174 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: not loaded; 2026Q2: 1,654 shares; 2026Q3: 1,854 shares 1,854 $694K 0.06% +200 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,312 shares; 2025Q1: 4,072 shares; 2025Q2: 3,947 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: not loaded; 2026Q2: 3,947 shares; 2026Q3: 3,947 shares 3,947 $689K 0.06% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,022 shares; 2025Q1: 3,434 shares; 2025Q2: 3,197 shares; 2025Q3: 3,153 shares; 2025Q4: 3,047 shares; 2026Q1: not loaded; 2026Q2: 2,891 shares; 2026Q3: 2,907 shares 2,907 $688K 0.06% +16 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,906 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: not loaded; 2026Q2: 2,916 shares; 2026Q3: 2,908 shares 2,908 $679K 0.06% -8 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,357 shares; 2025Q1: 9,916 shares; 2025Q2: 8,616 shares; 2025Q3: 8,616 shares; 2025Q4: 8,516 shares; 2026Q1: not loaded; 2026Q2: 8,516 shares; 2026Q3: 8,516 shares 8,516 $662K 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,398 shares; 2025Q4: 4,887 shares; 2026Q1: not loaded; 2026Q2: 4,887 shares; 2026Q3: 4,592 shares 4,592 $653K 0.06% -295 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: 2,221 shares; 2026Q1: not loaded; 2026Q2: 2,740 shares; 2026Q3: 2,780 shares 2,780 $650K 0.06% +40 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,862 shares; 2025Q1: 12,430 shares; 2025Q2: 20,817 shares; 2025Q3: 31,450 shares; 2025Q4: 24,421 shares; 2026Q1: not loaded; 2026Q2: 8,461 shares; 2026Q3: 6,885 shares 6,885 $643K 0.06% -1,576 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2026Q2: not reported; 2026Q3: 13,553 shares 13,553 $635K 0.06% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,525 shares; 2026Q1: not loaded; 2026Q2: 1,525 shares; 2026Q3: 1,525 shares 1,525 $635K 0.06% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,614 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 8,419 shares 8,419 $632K 0.05% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,162 shares; 2025Q1: 3,908 shares; 2025Q2: 5,174 shares; 2025Q3: 4,181 shares; 2025Q4: 3,876 shares; 2026Q1: not loaded; 2026Q2: 3,398 shares; 2026Q3: 2,639 shares 2,639 $627K 0.05% -759 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: 3,682 shares; 2025Q1: 3,299 shares; 2025Q2: 2,477 shares; 2025Q3: 2,324 shares; 2025Q4: 1,993 shares; 2026Q1: not loaded; 2026Q2: 1,695 shares; 2026Q3: 1,690 shares 1,690 $620K 0.05% -5 Timeline VTV 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: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 1,956 shares; 2026Q1: not loaded; 2026Q2: 2,744 shares; 2026Q3: 2,835 shares 2,835 $613K 0.05% +91 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,892 shares; 2025Q4: 2,896 shares; 2026Q1: not loaded; 2026Q2: 2,896 shares; 2026Q3: 2,896 shares 2,896 $607K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 866 shares; 2025Q1: 838 shares; 2025Q2: 826 shares; 2025Q3: 836 shares; 2025Q4: 771 shares; 2026Q1: not loaded; 2026Q2: 5,431 shares; 2026Q3: 3,111 shares 3,111 $606K 0.05% -2,320 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2026Q2: 22,780 shares; 2026Q3: 22,780 shares 22,780 $600K 0.05% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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 loaded; 2026Q2: not reported; 2026Q3: 4,541 shares 4,541 $590K 0.05% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,064 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,910 shares; 2025Q4: 1,669 shares; 2026Q1: not loaded; 2026Q2: 1,495 shares; 2026Q3: 1,495 shares 1,495 $590K 0.05% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,734 shares; 2026Q1: not loaded; 2026Q2: 1,506 shares; 2026Q3: 1,468 shares 1,468 $571K 0.05% -38 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 19,825 shares; 2026Q1: not loaded; 2026Q2: 19,825 shares; 2026Q3: 19,825 shares 19,825 $554K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,598 shares; 2025Q1: 14,483 shares; 2025Q2: 14,260 shares; 2025Q3: 12,683 shares; 2025Q4: 12,057 shares; 2026Q1: not loaded; 2026Q2: 10,080 shares; 2026Q3: 4,263 shares 4,263 $552K 0.05% -5,817 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,210 shares; 2025Q1: 11,922 shares; 2025Q2: 9,596 shares; 2025Q3: 10,582 shares; 2025Q4: 10,747 shares; 2026Q1: not loaded; 2026Q2: 11,065 shares; 2026Q3: 10,882 shares 10,882 $548K 0.05% -183 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,672 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: not loaded; 2026Q2: 3,556 shares; 2026Q3: 3,556 shares 3,556 $547K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,953 shares; 2025Q1: 11,953 shares; 2025Q2: 22,057 shares; 2025Q3: 22,057 shares; 2025Q4: 12,844 shares; 2026Q1: not loaded; 2026Q2: 10,828 shares; 2026Q3: 10,828 shares 10,828 $536K 0.05% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,906 shares; 2025Q1: 9,066 shares; 2025Q2: 8,982 shares; 2025Q3: 9,125 shares; 2025Q4: 8,294 shares; 2026Q1: not loaded; 2026Q2: 7,315 shares; 2026Q3: 4,048 shares 4,048 $526K 0.05% -3,267 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,349 shares; 2025Q1: 8,349 shares; 2025Q2: 7,481 shares; 2025Q3: 7,393 shares; 2025Q4: 7,393 shares; 2026Q1: not loaded; 2026Q2: 7,217 shares; 2026Q3: 7,217 shares 7,217 $512K 0.04% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,055 shares; 2025Q4: 1,043 shares; 2026Q1: not loaded; 2026Q2: 971 shares; 2026Q3: 971 shares 971 $507K 0.04% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,861 shares; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 11,588 shares 11,588 $506K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,383 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,891 shares; 2026Q1: not loaded; 2026Q2: 3,257 shares; 2026Q3: 3,257 shares 3,257 $505K 0.04% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,794 shares; 2025Q2: 6,636 shares; 2025Q3: 6,632 shares; 2025Q4: 6,175 shares; 2026Q1: not loaded; 2026Q2: 6,429 shares; 2026Q3: 6,080 shares 6,080 $503K 0.04% -349 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,274 shares; 2025Q1: 7,472 shares; 2025Q2: 10,244 shares; 2025Q3: 10,155 shares; 2025Q4: 10,524 shares; 2026Q1: not loaded; 2026Q2: 10,888 shares; 2026Q3: 10,953 shares 10,953 $496K 0.04% +65 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,900 shares; 2025Q1: 18,282 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares; 2026Q1: not loaded; 2026Q2: 16,608 shares; 2026Q3: 16,390 shares 16,390 $480K 0.04% -218 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 657 shares; 2025Q3: not reported; 2025Q4: 642 shares; 2026Q1: not loaded; 2026Q2: 1,109 shares; 2026Q3: 1,092 shares 1,092 $480K 0.04% -17 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 965 shares; 2025Q1: 962 shares; 2025Q2: 935 shares; 2025Q3: 923 shares; 2025Q4: 925 shares; 2026Q1: not loaded; 2026Q2: 5,604 shares; 2026Q3: 5,604 shares 5,604 $479K 0.04% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,265 shares; 2025Q1: 6,078 shares; 2025Q2: 5,666 shares; 2025Q3: 3,590 shares; 2025Q4: 3,541 shares; 2026Q1: not loaded; 2026Q2: 2,936 shares; 2026Q3: 2,936 shares 2,936 $472K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,512 shares; 2025Q1: 6,979 shares; 2025Q2: 6,217 shares; 2025Q3: 6,171 shares; 2025Q4: 5,447 shares; 2026Q1: not loaded; 2026Q2: 5,447 shares; 2026Q3: 4,410 shares 4,410 $459K 0.04% -1,037 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,390 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,415 shares; 2025Q4: 2,253 shares; 2026Q1: not loaded; 2026Q2: 2,142 shares; 2026Q3: 1,970 shares 1,970 $450K 0.04% -172 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,254 shares; 2025Q1: 7,389 shares; 2025Q2: 7,089 shares; 2025Q3: 6,994 shares; 2025Q4: 6,574 shares; 2026Q1: not loaded; 2026Q2: 6,669 shares; 2026Q3: 6,612 shares 6,612 $445K 0.04% -57 Timeline EBAY EBAY INC. More: the full row for EBAY 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 loaded; 2026Q2: not reported; 2026Q3: 4,020 shares 4,020 $426K 0.04% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not loaded; 2026Q2: 2,600 shares; 2026Q3: 2,300 shares 2,300 $422K 0.04% -300 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: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: not loaded; 2026Q2: 4,249 shares; 2026Q3: 4,249 shares 4,249 $414K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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 loaded; 2026Q2: 1,075 shares; 2026Q3: 1,065 shares 1,065 $413K 0.04% -10 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,398 shares; 2025Q1: 5,398 shares; 2025Q2: 14,971 shares; 2025Q3: 14,505 shares; 2025Q4: 14,563 shares; 2026Q1: not loaded; 2026Q2: 5,023 shares; 2026Q3: 5,023 shares 5,023 $410K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,286 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: not loaded; 2026Q2: 2,186 shares; 2026Q3: 2,186 shares 2,186 $409K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,343 shares; 2025Q1: 3,150 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 1,601 shares; 2026Q1: not loaded; 2026Q2: 1,601 shares; 2026Q3: 1,601 shares 1,601 $397K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,493 shares; 2025Q1: 18,942 shares; 2025Q2: 17,637 shares; 2025Q3: 15,815 shares; 2025Q4: 14,785 shares; 2026Q1: not loaded; 2026Q2: 11,241 shares; 2026Q3: 11,096 shares 11,096 $393K 0.03% -145 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: 30,655 shares; 2025Q1: 30,576 shares; 2025Q2: 31,774 shares; 2025Q3: 32,129 shares; 2025Q4: 31,603 shares; 2026Q1: not loaded; 2026Q2: 8,308 shares; 2026Q3: 8,454 shares 8,454 $391K 0.03% +146 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,877 shares; 2025Q1: 4,836 shares; 2025Q2: 4,628 shares; 2025Q3: 4,534 shares; 2025Q4: 4,248 shares; 2026Q1: not loaded; 2026Q2: 4,112 shares; 2026Q3: 4,112 shares 4,112 $387K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: not loaded; 2026Q2: 2,737 shares; 2026Q3: 2,521 shares 2,521 $383K 0.03% -216 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,529 shares; 2025Q1: 41,372 shares; 2025Q2: 32,811 shares; 2025Q3: 27,036 shares; 2025Q4: 21,803 shares; 2026Q1: not loaded; 2026Q2: 18,780 shares; 2026Q3: 17,564 shares 17,564 $382K 0.03% -1,216 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: not loaded; 2026Q2: 960 shares; 2026Q3: 960 shares 960 $373K 0.03% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26,067 shares; 2025Q2: 35,064 shares; 2025Q3: 34,648 shares; 2025Q4: 34,084 shares; 2026Q1: not loaded; 2026Q2: 7,735 shares; 2026Q3: 6,705 shares 6,705 $368K 0.03% -1,030 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,336 shares; 2025Q1: 2,241 shares; 2025Q2: 2,240 shares; 2025Q3: 1,806 shares; 2025Q4: 1,535 shares; 2026Q1: not loaded; 2026Q2: 1,388 shares; 2026Q3: 1,388 shares 1,388 $364K 0.03% 0 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: 1,314 shares; 2025Q1: 1,100 shares; 2025Q2: 1,173 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: not loaded; 2026Q2: 1,027 shares; 2026Q3: 1,022 shares 1,022 $363K 0.03% -5 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: 729 shares; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: not loaded; 2026Q2: 560 shares; 2026Q3: 560 shares 560 $360K 0.03% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,720 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares; 2026Q1: not loaded; 2026Q2: 4,296 shares; 2026Q3: 4,296 shares 4,296 $358K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,586 shares; 2025Q1: 2,550 shares; 2025Q2: 2,250 shares; 2025Q3: 2,253 shares; 2025Q4: 1,924 shares; 2026Q1: not loaded; 2026Q2: 2,002 shares; 2026Q3: 1,752 shares 1,752 $357K 0.03% -250 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,936 shares; 2025Q1: 9,936 shares; 2025Q2: 9,936 shares; 2025Q3: 9,936 shares; 2025Q4: 9,936 shares; 2026Q1: not loaded; 2026Q2: 9,936 shares; 2026Q3: 9,936 shares 9,936 $357K 0.03% 0 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: 3,269 shares; 2025Q1: 2,998 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,112 shares; 2026Q1: not loaded; 2026Q2: 8,273 shares; 2026Q3: 2,578 shares 2,578 $351K 0.03% -5,695 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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 loaded; 2026Q2: not reported; 2026Q3: 2,761 shares 2,761 $347K 0.03% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,519 shares; 2025Q3: 4,659 shares; 2025Q4: 4,421 shares; 2026Q1: not loaded; 2026Q2: 4,338 shares; 2026Q3: 4,338 shares 4,338 $343K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: not loaded; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $342K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,114 shares; 2025Q3: 1,088 shares; 2025Q4: 1,212 shares; 2026Q1: not loaded; 2026Q2: 1,176 shares; 2026Q3: 1,218 shares 1,218 $334K 0.03% +42 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,063 shares; 2025Q1: 13,917 shares; 2025Q2: 16,917 shares; 2025Q3: 16,591 shares; 2025Q4: 14,236 shares; 2026Q1: not loaded; 2026Q2: 11,423 shares; 2026Q3: 10,373 shares 10,373 $334K 0.03% -1,050 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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 loaded; 2026Q2: 3,065 shares; 2026Q3: 2,865 shares 2,865 $330K 0.03% -200 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,919 shares; 2025Q1: 3,919 shares; 2025Q2: 4,298 shares; 2025Q3: 4,347 shares; 2025Q4: 4,185 shares; 2026Q1: not loaded; 2026Q2: 4,184 shares; 2026Q3: 4,102 shares 4,102 $319K 0.03% -82 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,252 shares; 2025Q1: 11,952 shares; 2025Q2: 11,939 shares; 2025Q3: 11,844 shares; 2025Q4: 11,854 shares; 2026Q1: not loaded; 2026Q2: 12,284 shares; 2026Q3: 12,344 shares 12,344 $310K 0.03% +60 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 2,253 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: not loaded; 2026Q2: 3,003 shares; 2026Q3: 3,003 shares 3,003 $307K 0.03% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,630 shares; 2025Q1: 3,630 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,616 shares; 2026Q1: not loaded; 2026Q2: 3,584 shares; 2026Q3: 3,584 shares 3,584 $303K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,162 shares; 2025Q1: 5,962 shares; 2025Q2: 5,962 shares; 2025Q3: 6,093 shares; 2025Q4: 5,962 shares; 2026Q1: not loaded; 2026Q2: 5,962 shares; 2026Q3: 6,185 shares 6,185 $298K 0.03% +223 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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 loaded; 2026Q2: 1,448 shares; 2026Q3: 1,046 shares 1,046 $293K 0.03% -402 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 4,750 shares; 2025Q3: not reported; 2025Q4: 4,183 shares; 2026Q1: not loaded; 2026Q2: 4,183 shares; 2026Q3: 4,183 shares 4,183 $293K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,263 shares; 2025Q1: 4,737 shares; 2025Q2: 5,949 shares; 2025Q3: 5,950 shares; 2025Q4: 3,846 shares; 2026Q1: not loaded; 2026Q2: 1,133 shares; 2026Q3: 1,133 shares 1,133 $291K 0.03% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,618 shares; 2025Q1: 1,267 shares; 2025Q2: 1,186 shares; 2025Q3: 1,177 shares; 2025Q4: 640 shares; 2026Q1: not loaded; 2026Q2: 355 shares; 2026Q3: 361 shares 361 $272K 0.02% +6 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,009 shares; 2025Q1: not reported; 2025Q2: 4,009 shares; 2025Q3: 3,409 shares; 2025Q4: 3,112 shares; 2026Q1: not loaded; 2026Q2: 3,112 shares; 2026Q3: 3,112 shares 3,112 $270K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,876 shares; 2025Q2: 7,076 shares; 2025Q3: 7,225 shares; 2025Q4: 7,076 shares; 2026Q1: not loaded; 2026Q2: 7,076 shares; 2026Q3: 6,662 shares 6,662 $269K 0.02% -414 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,370 shares; 2026Q3: 1,370 shares 1,370 $268K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,922 shares; 2025Q4: 2,847 shares; 2026Q1: not loaded; 2026Q2: 2,816 shares; 2026Q3: 2,816 shares 2,816 $268K 0.02% 0 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS 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 loaded; 2026Q2: 2,728 shares; 2026Q3: 2,728 shares 2,728 $266K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 247 shares 247 $263K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,003 shares; 2025Q1: 6,865 shares; 2025Q2: 4,682 shares; 2025Q3: 4,843 shares; 2025Q4: 4,638 shares; 2026Q1: not loaded; 2026Q2: 4,550 shares; 2026Q3: 4,550 shares 4,550 $263K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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 loaded; 2026Q2: 4,641 shares; 2026Q3: 4,008 shares 4,008 $256K 0.02% -633 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: not loaded; 2026Q2: 13,950 shares; 2026Q3: 13,950 shares 13,950 $254K 0.02% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 1,999 shares 1,999 $253K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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 loaded; 2026Q2: not reported; 2026Q3: 4,094 shares 4,094 $249K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,981 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 5,614 shares 5,614 $247K 0.02% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 3,981 shares 3,981 $244K 0.02% new Timeline IPAC 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: 2,854 shares; 2025Q4: 2,854 shares; 2026Q1: not loaded; 2026Q2: 2,854 shares; 2026Q3: 2,854 shares 2,854 $243K 0.02% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,475 shares; 2025Q1: 3,452 shares; 2025Q2: 3,270 shares; 2025Q3: 3,261 shares; 2025Q4: 3,133 shares; 2026Q1: not loaded; 2026Q2: 1,973 shares; 2026Q3: 3,935 shares 3,935 $238K 0.02% +1,962 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,723 shares; 2026Q1: not loaded; 2026Q2: 8,723 shares; 2026Q3: 8,723 shares 8,723 $234K 0.02% 0 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2026Q2: 8,100 shares; 2026Q3: 8,100 shares 8,100 $230K 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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 loaded; 2026Q2: 6,630 shares; 2026Q3: 6,630 shares 6,630 $226K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 427 shares; 2026Q3: 427 shares 427 $223K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: 646 shares; 2026Q1: not loaded; 2026Q2: 611 shares; 2026Q3: 581 shares 581 $221K 0.02% -30 Timeline STPZ 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: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: not loaded; 2026Q2: 4,150 shares; 2026Q3: 4,150 shares 4,150 $215K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: not reported; 2026Q3: 2,500 shares 2,500 $215K 0.02% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,040 shares; 2026Q3: 3,040 shares 3,040 $215K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: not loaded; 2026Q2: 941 shares; 2026Q3: 941 shares 941 $205K 0.02% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares; 2025Q4: 3,874 shares; 2026Q1: not loaded; 2026Q2: 3,286 shares; 2026Q3: 3,260 shares 3,260 $202K 0.02% -26 Timeline COHU COHU INC More: the full row for COHU 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 loaded; 2026Q2: 4,068 shares; 2026Q3: 2,969 shares 2,969 $202K 0.02% -1,099 Timeline FTNT FORTINET INC More: the full row for FORTINET 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 loaded; 2026Q2: not reported; 2026Q3: 1,127 shares 1,127 $201K 0.02% new Timeline