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: 1,577,187 shares; 2025Q1: 1,559,190 shares; 2025Q2: 1,583,013 shares; 2025Q3: 12,761 shares; 2025Q4: 1,564,367 shares; 2026Q1: 1,584,194 shares; 2026Q2: 1,597,218 shares; 2026Q3: 1,627,056 shares 1,627,056 $47.7M 12.28% +29,838 Timeline SCHV 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: 608,109 shares; 2025Q1: 601,199 shares; 2025Q2: 602,557 shares; 2025Q3: 10,133 shares; 2025Q4: 597,832 shares; 2026Q1: 601,671 shares; 2026Q2: 601,890 shares; 2026Q3: 604,607 shares 604,607 $20.1M 5.19% +2,717 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,918 shares; 2025Q1: 120,513 shares; 2025Q2: 129,691 shares; 2025Q3: 3,554 shares; 2025Q4: 196,072 shares; 2026Q1: 216,933 shares; 2026Q2: 223,537 shares; 2026Q3: 233,009 shares 233,009 $11.8M 3.05% +9,472 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: 14,203 shares; 2025Q1: 14,323 shares; 2025Q2: 14,687 shares; 2025Q3: 8,412 shares; 2025Q4: 15,961 shares; 2026Q1: 16,339 shares; 2026Q2: 17,276 shares; 2026Q3: 18,303 shares 18,303 $9.39M 2.42% +1,027 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: 276,106 shares; 2025Q1: 262,358 shares; 2025Q2: 261,030 shares; 2025Q3: 10,993 shares; 2025Q4: 255,996 shares; 2026Q1: 255,715 shares; 2026Q2: 252,801 shares; 2026Q3: 250,997 shares 250,997 $9.02M 2.32% -1,804 Timeline SCHJ 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: 177,205 shares; 2025Q1: 179,280 shares; 2025Q2: 183,551 shares; 2025Q3: not reported; 2025Q4: 324,433 shares; 2026Q1: 340,246 shares; 2026Q2: 346,191 shares; 2026Q3: 353,343 shares 353,343 $8.52M 2.19% +7,152 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: 212,875 shares; 2025Q1: 209,831 shares; 2025Q2: 206,863 shares; 2025Q3: 24 shares; 2025Q4: 195,396 shares; 2026Q1: 195,349 shares; 2026Q2: 194,841 shares; 2026Q3: 197,194 shares 197,194 $6.71M 1.73% +2,353 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: 6,035 shares; 2025Q1: 5,915 shares; 2025Q2: 6,610 shares; 2025Q3: 1,239 shares; 2025Q4: 7,819 shares; 2026Q1: 8,069 shares; 2026Q2: 8,508 shares; 2026Q3: 8,551 shares 8,551 $6.52M 1.68% +43 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,738 shares; 2025Q1: 29,786 shares; 2025Q2: 29,936 shares; 2025Q3: not reported; 2025Q4: 30,216 shares; 2026Q1: 30,510 shares; 2026Q2: 30,062 shares; 2026Q3: 30,150 shares 30,150 $6.27M 1.61% +88 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,656 shares; 2025Q1: 166,047 shares; 2025Q2: 172,277 shares; 2025Q3: 4,448 shares; 2025Q4: 179,854 shares; 2026Q1: 184,113 shares; 2026Q2: 179,537 shares; 2026Q3: 186,669 shares 186,669 $6.07M 1.56% +7,132 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: 16,392 shares; 2025Q1: 16,397 shares; 2025Q2: 19,617 shares; 2025Q3: 4,002 shares; 2025Q4: 17,804 shares; 2026Q1: 15,959 shares; 2026Q2: 16,316 shares; 2026Q3: 17,818 shares 17,818 $5.93M 1.53% +1,502 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: 20,141 shares; 2025Q1: 19,181 shares; 2025Q2: 19,552 shares; 2025Q3: 14,957 shares; 2025Q4: 21,662 shares; 2026Q1: 21,794 shares; 2026Q2: 22,055 shares; 2026Q3: 22,644 shares 22,644 $5.64M 1.45% +589 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: 19,619 shares; 2025Q1: 18,835 shares; 2025Q2: 19,352 shares; 2025Q3: 14,703 shares; 2025Q4: 19,442 shares; 2026Q1: 17,859 shares; 2026Q2: 16,553 shares; 2026Q3: 15,693 shares 15,693 $5.4M 1.39% -860 Timeline SCHE 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: 120,446 shares; 2025Q1: 117,973 shares; 2025Q2: 118,319 shares; 2025Q3: 80 shares; 2025Q4: 118,942 shares; 2026Q1: 118,998 shares; 2026Q2: 122,438 shares; 2026Q3: 123,291 shares 123,291 $4.49M 1.16% +853 Timeline SCHF 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: 135,442 shares; 2025Q1: 129,355 shares; 2025Q2: 129,798 shares; 2025Q3: 327 shares; 2025Q4: 151,832 shares; 2026Q1: 152,970 shares; 2026Q2: 156,102 shares; 2026Q3: 157,318 shares 157,318 $4.32M 1.11% +1,216 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: 2,191 shares; 2025Q1: 2,066 shares; 2025Q2: 2,807 shares; 2025Q3: 3,325 shares; 2025Q4: 4,116 shares; 2026Q1: 5,619 shares; 2026Q2: 7,644 shares; 2026Q3: 5,620 shares 5,620 $4.3M 1.11% -2,024 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,207 shares; 2025Q1: 60,176 shares; 2025Q2: 61,712 shares; 2025Q3: not reported; 2025Q4: 77,230 shares; 2026Q1: 80,083 shares; 2026Q2: 83,657 shares; 2026Q3: 86,419 shares 86,419 $4.2M 1.08% +2,762 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: 43,714 shares; 2025Q1: 45,664 shares; 2025Q2: 31,095 shares; 2025Q3: 17,621 shares; 2025Q4: 31,275 shares; 2026Q1: 64,569 shares; 2026Q2: 50,084 shares; 2026Q3: 48,442 shares 48,442 $4.17M 1.07% -1,642 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,159 shares; 2025Q1: 75,171 shares; 2025Q2: 77,215 shares; 2025Q3: not reported; 2025Q4: 80,791 shares; 2026Q1: 81,233 shares; 2026Q2: 81,430 shares; 2026Q3: 81,520 shares 81,520 $3.95M 1.02% +90 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: 22,132 shares; 2025Q1: 19,782 shares; 2025Q2: 20,320 shares; 2025Q3: 190 shares; 2025Q4: 21,695 shares; 2026Q1: 20,172 shares; 2026Q2: 18,937 shares; 2026Q3: 19,280 shares 19,280 $3.94M 1.01% +343 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: 11,868 shares; 2025Q1: 12,588 shares; 2025Q2: 12,002 shares; 2025Q3: 4,063 shares; 2025Q4: 13,321 shares; 2026Q1: 14,328 shares; 2026Q2: 16,354 shares; 2026Q3: 16,864 shares 16,864 $3.85M 0.99% +510 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,693 shares; 2025Q1: 3,912 shares; 2025Q2: 4,283 shares; 2025Q3: 412 shares; 2025Q4: 4,332 shares; 2026Q1: 5,481 shares; 2026Q2: 4,467 shares; 2026Q3: 41,977 shares 41,977 $3.85M 0.99% +37,510 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: 5,142 shares; 2025Q1: 5,112 shares; 2025Q2: 4,686 shares; 2025Q3: 3,815 shares; 2025Q4: 5,361 shares; 2026Q1: 5,492 shares; 2026Q2: 5,584 shares; 2026Q3: 5,265 shares 5,265 $3.82M 0.98% -319 Timeline SHV 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: 70 shares; 2025Q2: 69 shares; 2025Q3: 68 shares; 2025Q4: 97 shares; 2026Q1: not reported; 2026Q2: 96 shares; 2026Q3: 29,919 shares 29,919 $3.3M 0.85% +29,823 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: 13,628 shares; 2025Q1: 13,201 shares; 2025Q2: 10,311 shares; 2025Q3: 1,675 shares; 2025Q4: 9,298 shares; 2026Q1: 9,498 shares; 2026Q2: 9,688 shares; 2026Q3: 9,257 shares 9,257 $3.15M 0.81% -431 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,169 shares; 2025Q1: 19,592 shares; 2025Q2: 21,064 shares; 2025Q3: 24,792 shares; 2025Q4: 41,607 shares; 2026Q1: 49,945 shares; 2026Q2: 54,060 shares; 2026Q3: 65,067 shares 65,067 $2.87M 0.74% +11,007 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: 3,215 shares; 2025Q1: 3,067 shares; 2025Q2: 4,715 shares; 2025Q3: 53 shares; 2025Q4: 3,989 shares; 2026Q1: 3,977 shares; 2026Q2: 3,088 shares; 2026Q3: 2,684 shares 2,684 $2.86M 0.74% -404 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,743 shares; 2025Q1: 10,292 shares; 2025Q2: 10,657 shares; 2025Q3: 9,577 shares; 2025Q4: 9,277 shares; 2026Q1: 7,894 shares; 2026Q2: 6,801 shares; 2026Q3: 5,617 shares 5,617 $2.56M 0.66% -1,184 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,237 shares; 2025Q1: 2,877 shares; 2025Q2: 2,802 shares; 2025Q3: 380 shares; 2025Q4: 3,289 shares; 2026Q1: 3,205 shares; 2026Q2: 3,367 shares; 2026Q3: 3,274 shares 3,274 $2.42M 0.62% -93 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,465 shares; 2025Q1: 22,467 shares; 2025Q2: 22,318 shares; 2025Q3: 4 shares; 2025Q4: 20,955 shares; 2026Q1: 20,455 shares; 2026Q2: 20,371 shares; 2026Q3: 20,377 shares 20,377 $2.38M 0.61% +6 Timeline PJUN 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: 46,225 shares; 2025Q1: 46,125 shares; 2025Q2: 41,825 shares; 2025Q3: not reported; 2025Q4: 41,525 shares; 2026Q1: 41,525 shares; 2026Q2: 50,500 shares; 2026Q3: 50,500 shares 50,500 $2.22M 0.57% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,957 shares; 2025Q1: 23,470 shares; 2025Q2: 24,045 shares; 2025Q3: 2,365 shares; 2025Q4: 24,049 shares; 2026Q1: 25,477 shares; 2026Q2: 25,514 shares; 2026Q3: 25,488 shares 25,488 $2.11M 0.54% -26 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: 25,653 shares; 2025Q1: 24,878 shares; 2025Q2: 26,043 shares; 2025Q3: 26,546 shares; 2025Q4: 26,472 shares; 2026Q1: 25,252 shares; 2026Q2: 23,929 shares; 2026Q3: 21,492 shares 21,492 $2.1M 0.54% -2,437 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,500 shares; 2025Q1: 59,500 shares; 2025Q2: 59,500 shares; 2025Q3: not reported; 2025Q4: 59,500 shares; 2026Q1: 59,752 shares; 2026Q2: 56,254 shares; 2026Q3: 55,756 shares 55,756 $1.91M 0.49% -498 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 33,900 shares; 2025Q3: not reported; 2025Q4: 41,000 shares; 2026Q1: 41,700 shares; 2026Q2: 41,700 shares; 2026Q3: 41,634 shares 41,634 $1.9M 0.49% -66 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: 5,743 shares; 2025Q1: 5,589 shares; 2025Q2: 5,030 shares; 2025Q3: 4,667 shares; 2025Q4: 5,151 shares; 2026Q1: 6,250 shares; 2026Q2: 5,788 shares; 2026Q3: 5,267 shares 5,267 $1.89M 0.49% -521 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: 47,566 shares; 2025Q1: 46,226 shares; 2025Q2: 41,151 shares; 2025Q3: not reported; 2025Q4: 37,211 shares; 2026Q1: 36,661 shares; 2026Q2: 37,161 shares; 2026Q3: 40,183 shares 40,183 $1.88M 0.48% +3,022 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,560 shares 11,560 $1.88M 0.48% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,190 shares; 2025Q1: 42,940 shares; 2025Q2: 35,600 shares; 2025Q3: not reported; 2025Q4: 37,755 shares; 2026Q1: 37,450 shares; 2026Q2: 37,350 shares; 2026Q3: 38,650 shares 38,650 $1.85M 0.48% +1,300 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,469 shares; 2025Q1: 48,176 shares; 2025Q2: 47,452 shares; 2025Q3: 9,188 shares; 2025Q4: 40,914 shares; 2026Q1: 40,580 shares; 2026Q2: 37,714 shares; 2026Q3: 36,357 shares 36,357 $1.83M 0.47% -1,357 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: 4,208 shares; 2025Q1: 4,290 shares; 2025Q2: 7,042 shares; 2025Q3: 7,209 shares; 2025Q4: 6,914 shares; 2026Q1: 5,464 shares; 2026Q2: 3,793 shares; 2026Q3: 3,420 shares 3,420 $1.75M 0.45% -373 Timeline SCHY 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: 40,695 shares; 2025Q1: 38,651 shares; 2025Q2: 41,908 shares; 2025Q3: not reported; 2025Q4: 49,022 shares; 2026Q1: 49,312 shares; 2026Q2: 52,335 shares; 2026Q3: 54,677 shares 54,677 $1.72M 0.44% +2,342 Timeline SCHH 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: 20,593 shares; 2025Q1: 20,678 shares; 2025Q2: 26,515 shares; 2025Q3: 1,460 shares; 2025Q4: 81,985 shares; 2026Q1: 82,870 shares; 2026Q2: 77,521 shares; 2026Q3: 77,063 shares 77,063 $1.7M 0.44% -458 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,896 shares; 2025Q1: 9,370 shares; 2025Q2: 10,699 shares; 2025Q3: 15,093 shares; 2025Q4: 16,680 shares; 2026Q1: 18,027 shares; 2026Q2: 19,897 shares; 2026Q3: 24,220 shares 24,220 $1.68M 0.43% +4,323 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,133 shares; 2025Q1: 3,082 shares; 2025Q2: 2,632 shares; 2025Q3: 176 shares; 2025Q4: 3,961 shares; 2026Q1: 4,281 shares; 2026Q2: 4,937 shares; 2026Q3: 5,300 shares 5,300 $1.61M 0.42% +363 Timeline DDFM 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: 78,161 shares; 2026Q2: 79,661 shares; 2026Q3: 79,661 shares 79,661 $1.6M 0.41% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 425 shares; 2025Q2: 441 shares; 2025Q3: 470 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 10,627 shares; 2026Q3: 9,532 shares 9,532 $1.55M 0.4% -1,095 Timeline SCHA 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: 59,016 shares; 2025Q1: 55,760 shares; 2025Q2: 55,146 shares; 2025Q3: 5,275 shares; 2025Q4: 48,508 shares; 2026Q1: 47,862 shares; 2026Q2: 45,717 shares; 2026Q3: 46,691 shares 46,691 $1.52M 0.39% +974 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,292 shares; 2025Q1: 33,219 shares; 2025Q2: 28,097 shares; 2025Q3: 22,694 shares; 2025Q4: 37,574 shares; 2026Q1: 44,087 shares; 2026Q2: 46,081 shares; 2026Q3: 16,959 shares 16,959 $1.52M 0.39% -29,122 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: 1,513 shares; 2025Q1: 1,544 shares; 2025Q2: 1,164 shares; 2025Q3: 344 shares; 2025Q4: 1,582 shares; 2026Q1: 1,890 shares; 2026Q2: 2,087 shares; 2026Q3: 4,305 shares 4,305 $1.51M 0.39% +2,218 Timeline EJAN 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: 9,209 shares; 2025Q1: 9,109 shares; 2025Q2: 12,111 shares; 2025Q3: not reported; 2025Q4: 16,685 shares; 2026Q1: 24,915 shares; 2026Q2: 39,762 shares; 2026Q3: 39,462 shares 39,462 $1.47M 0.38% -300 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: 14,467 shares; 2025Q1: 14,221 shares; 2025Q2: 14,794 shares; 2025Q3: 15,430 shares; 2025Q4: 15,579 shares; 2026Q1: 15,533 shares; 2026Q2: 14,933 shares; 2026Q3: 13,666 shares 13,666 $1.43M 0.37% -1,267 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: 4,562 shares; 2025Q1: 4,851 shares; 2025Q2: 4,444 shares; 2025Q3: 4,954 shares; 2025Q4: 5,974 shares; 2026Q1: 7,330 shares; 2026Q2: 7,761 shares; 2026Q3: 9,974 shares 9,974 $1.42M 0.37% +2,213 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: 3,899 shares; 2025Q1: 3,891 shares; 2025Q2: 3,379 shares; 2025Q3: 2,758 shares; 2025Q4: 3,915 shares; 2026Q1: 4,320 shares; 2026Q2: 4,306 shares; 2026Q3: 4,282 shares 4,282 $1.42M 0.36% -24 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,039 shares; 2025Q1: 18,039 shares; 2025Q2: 25,139 shares; 2025Q3: not reported; 2025Q4: 25,236 shares; 2026Q1: 25,136 shares; 2026Q2: 30,261 shares; 2026Q3: 33,491 shares 33,491 $1.42M 0.36% +3,230 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: 5,763 shares; 2025Q1: 14,901 shares; 2025Q2: 17,092 shares; 2025Q3: 15,554 shares; 2025Q4: 20,912 shares; 2026Q1: 21,536 shares; 2026Q2: 20,208 shares; 2026Q3: 20,004 shares 20,004 $1.41M 0.36% -204 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: 3,844 shares; 2025Q1: 3,794 shares; 2025Q2: 3,957 shares; 2025Q3: 3,928 shares; 2025Q4: 4,030 shares; 2026Q1: 4,465 shares; 2026Q2: 3,955 shares; 2026Q3: 3,573 shares 3,573 $1.39M 0.36% -382 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: 3,544 shares; 2025Q1: 3,383 shares; 2025Q2: 2,759 shares; 2025Q3: 2,862 shares; 2025Q4: 2,855 shares; 2026Q1: 2,777 shares; 2026Q2: 2,627 shares; 2026Q3: 2,364 shares 2,364 $1.3M 0.34% -263 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: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 109 shares; 2025Q4: 440 shares; 2026Q1: 6,159 shares; 2026Q2: 8,894 shares; 2026Q3: 8,558 shares 8,558 $1.3M 0.34% -336 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,295 shares; 2025Q1: 7,991 shares; 2025Q2: 10,710 shares; 2025Q3: 9,653 shares; 2025Q4: 10,670 shares; 2026Q1: 10,380 shares; 2026Q2: 9,394 shares; 2026Q3: 4,788 shares 4,788 $1.29M 0.33% -4,606 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: 3,142 shares; 2025Q1: 2,845 shares; 2025Q2: 2,844 shares; 2025Q3: 789 shares; 2025Q4: 2,818 shares; 2026Q1: 2,679 shares; 2026Q2: 2,880 shares; 2026Q3: 4,802 shares 4,802 $1.27M 0.33% +1,922 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,664 shares; 2025Q1: 28,599 shares; 2025Q2: 28,545 shares; 2025Q3: 224 shares; 2025Q4: 29,374 shares; 2026Q1: 30,092 shares; 2026Q2: 30,253 shares; 2026Q3: 30,229 shares 30,229 $1.27M 0.33% -24 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: 18,266 shares; 2025Q1: 19,801 shares; 2025Q2: 20,287 shares; 2025Q3: 6,286 shares; 2025Q4: 21,026 shares; 2026Q1: 21,141 shares; 2026Q2: 20,934 shares; 2026Q3: 27,359 shares 27,359 $1.25M 0.32% +6,425 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: 1,150 shares; 2025Q1: 1,002 shares; 2025Q2: 1,272 shares; 2025Q3: 737 shares; 2025Q4: 1,415 shares; 2026Q1: 1,575 shares; 2026Q2: 1,503 shares; 2026Q3: 1,722 shares 1,722 $1.21M 0.31% +219 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: 2,318 shares; 2025Q1: 2,960 shares; 2025Q2: 3,752 shares; 2025Q3: 3,105 shares; 2025Q4: 3,219 shares; 2026Q1: 2,929 shares; 2026Q2: 3,230 shares; 2026Q3: 3,105 shares 3,105 $1.16M 0.3% -125 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,000 shares; 2025Q1: 25,900 shares; 2025Q2: 25,400 shares; 2025Q3: not reported; 2025Q4: 25,730 shares; 2026Q1: 26,215 shares; 2026Q2: 26,215 shares; 2026Q3: 26,215 shares 26,215 $1.15M 0.3% 0 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: 190 shares; 2025Q1: 196 shares; 2025Q2: 226 shares; 2025Q3: 187 shares; 2025Q4: 2,379 shares; 2026Q1: 3,164 shares; 2026Q2: 14,986 shares; 2026Q3: 16,576 shares 16,576 $1.15M 0.3% +1,590 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: 1,176 shares; 2025Q1: 1,834 shares; 2025Q2: 2,233 shares; 2025Q3: 2,552 shares; 2025Q4: 4,366 shares; 2026Q1: 4,410 shares; 2026Q2: 3,884 shares; 2026Q3: 5,046 shares 5,046 $1.15M 0.3% +1,162 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: 12,287 shares; 2025Q1: 12,211 shares; 2025Q2: 12,264 shares; 2025Q3: 1,365 shares; 2025Q4: 12,356 shares; 2026Q1: 12,072 shares; 2026Q2: 12,117 shares; 2026Q3: 12,161 shares 12,161 $1.08M 0.28% +44 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: 1,963 shares; 2025Q1: 1,980 shares; 2025Q2: 1,981 shares; 2025Q3: 1,739 shares; 2025Q4: 4,560 shares; 2026Q1: 4,498 shares; 2026Q2: 4,535 shares; 2026Q3: 5,457 shares 5,457 $1.07M 0.28% +922 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,978 shares; 2025Q1: 7,456 shares; 2025Q2: 9,532 shares; 2025Q3: not reported; 2025Q4: 68,651 shares; 2026Q1: 69,098 shares; 2026Q2: 69,878 shares; 2026Q3: 70,615 shares 70,615 $1.05M 0.27% +737 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: 20 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,656 shares 2,656 $1.05M 0.27% new 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: 2,187 shares; 2025Q1: 2,140 shares; 2025Q2: 2,027 shares; 2025Q3: 464 shares; 2025Q4: 2,047 shares; 2026Q1: 2,505 shares; 2026Q2: 2,575 shares; 2026Q3: 3,664 shares 3,664 $1.04M 0.27% +1,089 Timeline EJUL 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: 17,332 shares; 2025Q1: 17,232 shares; 2025Q2: 17,232 shares; 2025Q3: not reported; 2025Q4: 28,643 shares; 2026Q1: 28,627 shares; 2026Q2: 28,927 shares; 2026Q3: 32,968 shares 32,968 $1.03M 0.26% +4,041 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,697 shares; 2025Q1: 22,069 shares; 2025Q2: 22,435 shares; 2025Q3: 185 shares; 2025Q4: 23,356 shares; 2026Q1: 23,845 shares; 2026Q2: 20,928 shares; 2026Q3: 20,928 shares 20,928 $991K 0.26% 0 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: 4,152 shares; 2025Q1: 4,111 shares; 2025Q2: 3,936 shares; 2025Q3: 126 shares; 2025Q4: 4,112 shares; 2026Q1: 2,420 shares; 2026Q2: 2,619 shares; 2026Q3: 4,495 shares 4,495 $989K 0.25% +1,876 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: 7,412 shares; 2025Q1: 7,568 shares; 2025Q2: 7,968 shares; 2025Q3: 3,430 shares; 2025Q4: 8,281 shares; 2026Q1: 8,692 shares; 2026Q2: 8,559 shares; 2026Q3: 8,668 shares 8,668 $988K 0.25% +109 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: 11,433 shares; 2025Q1: 11,561 shares; 2025Q2: 10,872 shares; 2025Q3: 152 shares; 2025Q4: 12,832 shares; 2026Q1: 12,007 shares; 2026Q2: 12,465 shares; 2026Q3: 14,621 shares 14,621 $985K 0.25% +2,156 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,229 shares; 2025Q1: 11,708 shares; 2025Q2: 11,509 shares; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,351 shares; 2026Q2: 10,351 shares; 2026Q3: 10,352 shares 10,352 $972K 0.25% +1 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: 106 shares; 2025Q1: 100 shares; 2025Q2: 7,601 shares; 2025Q3: 7,890 shares; 2025Q4: 7,698 shares; 2026Q1: 7,441 shares; 2026Q2: 6,823 shares; 2026Q3: 6,027 shares 6,027 $968K 0.25% -796 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,191 shares; 2025Q1: 4,139 shares; 2025Q2: 5,444 shares; 2025Q3: 5,137 shares; 2025Q4: 12,574 shares; 2026Q1: 38,968 shares; 2026Q2: 40,232 shares; 2026Q3: 41,272 shares 41,272 $903K 0.23% +1,040 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 33 shares; 2025Q2: 8 shares; 2025Q3: 24 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 4,311 shares; 2026Q3: 3,941 shares 3,941 $899K 0.23% -370 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: 1,204 shares; 2025Q1: 1,160 shares; 2025Q2: 1,235 shares; 2025Q3: 121 shares; 2025Q4: 1,235 shares; 2026Q1: 1,726 shares; 2026Q2: 1,786 shares; 2026Q3: 2,838 shares 2,838 $886K 0.23% +1,052 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: 12,329 shares; 2025Q1: 12,567 shares; 2025Q2: 13,038 shares; 2025Q3: 6,370 shares; 2025Q4: 13,414 shares; 2026Q1: 16,386 shares; 2026Q2: 16,523 shares; 2026Q3: 15,764 shares 15,764 $858K 0.22% -759 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,540 shares; 2025Q1: 17,970 shares; 2025Q2: 16,970 shares; 2025Q3: not reported; 2025Q4: 16,395 shares; 2026Q1: 16,270 shares; 2026Q2: 15,670 shares; 2026Q3: 18,375 shares 18,375 $857K 0.22% +2,705 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: 3,815 shares; 2025Q1: 3,690 shares; 2025Q2: 3,799 shares; 2025Q3: 4,002 shares; 2025Q4: 4,749 shares; 2026Q1: 4,608 shares; 2026Q2: 4,196 shares; 2026Q3: 3,695 shares 3,695 $848K 0.22% -501 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: 1,454 shares; 2025Q1: 1,954 shares; 2025Q2: 1,412 shares; 2025Q3: 1,076 shares; 2025Q4: 1,859 shares; 2026Q1: 4,729 shares; 2026Q2: 4,905 shares; 2026Q3: 8,122 shares 8,122 $844K 0.22% +3,217 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: 3,738 shares; 2025Q1: 3,570 shares; 2025Q2: 3,611 shares; 2025Q3: 3,578 shares; 2025Q4: 3,754 shares; 2026Q1: 3,601 shares; 2026Q2: 3,285 shares; 2026Q3: 3,010 shares 3,010 $838K 0.22% -275 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,671 shares; 2026Q3: 22,965 shares 22,965 $835K 0.21% +13,294 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: 1,494 shares; 2025Q1: 1,570 shares; 2025Q2: 1,631 shares; 2025Q3: 765 shares; 2025Q4: 1,698 shares; 2026Q1: 1,650 shares; 2026Q2: 1,644 shares; 2026Q3: 1,598 shares 1,598 $796K 0.2% -46 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: 485 shares; 2025Q1: 1,158 shares; 2025Q2: 1,078 shares; 2025Q3: 740 shares; 2025Q4: 1,210 shares; 2026Q1: 1,504 shares; 2026Q2: 8,837 shares; 2026Q3: 8,774 shares 8,774 $791K 0.2% -63 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: 4,252 shares; 2025Q1: 1,638 shares; 2025Q2: 4,204 shares; 2025Q3: 188 shares; 2025Q4: 5,726 shares; 2026Q1: 6,637 shares; 2026Q2: 6,974 shares; 2026Q3: 7,250 shares 7,250 $780K 0.2% +276 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: 3,561 shares; 2025Q1: 3,261 shares; 2025Q2: 3,158 shares; 2025Q3: 176 shares; 2025Q4: 3,289 shares; 2026Q1: 2,482 shares; 2026Q2: 2,596 shares; 2026Q3: 5,361 shares 5,361 $779K 0.2% +2,765 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: 1,799 shares; 2025Q1: 1,928 shares; 2025Q2: 2,080 shares; 2025Q3: 2,220 shares; 2025Q4: 2,267 shares; 2026Q1: 2,508 shares; 2026Q2: 2,684 shares; 2026Q3: 2,683 shares 2,683 $763K 0.2% -1 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,276 shares; 2025Q1: 8,588 shares; 2025Q2: 9,039 shares; 2025Q3: 9,313 shares; 2025Q4: 8,902 shares; 2026Q1: 8,884 shares; 2026Q2: 9,081 shares; 2026Q3: 8,971 shares 8,971 $745K 0.19% -110 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,570 shares; 2026Q3: 4,907 shares 4,907 $740K 0.19% +1,337 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,933 shares; 2025Q1: 3,297 shares; 2025Q2: 3,642 shares; 2025Q3: 3,878 shares; 2025Q4: 3,689 shares; 2026Q1: 4,271 shares; 2026Q2: 4,292 shares; 2026Q3: 4,318 shares 4,318 $730K 0.19% +26 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: 295 shares; 2025Q1: 671 shares; 2025Q2: 610 shares; 2025Q3: 21 shares; 2025Q4: 540 shares; 2026Q1: 634 shares; 2026Q2: 533 shares; 2026Q3: 768 shares 768 $730K 0.19% +235 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,851 shares; 2025Q1: 8,857 shares; 2025Q2: 7,430 shares; 2025Q3: 11 shares; 2025Q4: 15,124 shares; 2026Q1: 15,112 shares; 2026Q2: 14,436 shares; 2026Q3: 14,459 shares 14,459 $726K 0.19% +23 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: 7,608 shares; 2025Q1: 7,686 shares; 2025Q2: 7,864 shares; 2025Q3: 8,171 shares; 2025Q4: 8,957 shares; 2026Q1: 9,145 shares; 2026Q2: 9,205 shares; 2026Q3: 9,065 shares 9,065 $726K 0.19% -140 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 271 shares; 2025Q2: 371 shares; 2025Q3: 131 shares; 2025Q4: 358 shares; 2026Q1: 7,327 shares; 2026Q2: 6,725 shares; 2026Q3: 10,189 shares 10,189 $698K 0.18% +3,464 Timeline KOCT 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: 19,750 shares; 2025Q1: 19,650 shares; 2025Q2: 18,500 shares; 2025Q3: not reported; 2025Q4: 18,600 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares; 2026Q3: 18,450 shares 18,450 $696K 0.18% -50 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: 8,083 shares; 2025Q1: 12,236 shares; 2025Q2: 12,009 shares; 2025Q3: 3,210 shares; 2025Q4: 11,838 shares; 2026Q1: 25,472 shares; 2026Q2: 25,140 shares; 2026Q3: 28,469 shares 28,469 $695K 0.18% +3,329 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: 1,359 shares; 2025Q1: 1,411 shares; 2025Q2: 1,416 shares; 2025Q3: 1,525 shares; 2025Q4: 1,823 shares; 2026Q1: 1,999 shares; 2026Q2: 8,183 shares; 2026Q3: 8,553 shares 8,553 $671K 0.17% +370 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,660 shares; 2025Q1: 4,490 shares; 2025Q2: 2,632 shares; 2025Q3: 2,732 shares; 2025Q4: 2,691 shares; 2026Q1: 2,583 shares; 2026Q2: 2,403 shares; 2026Q3: 2,209 shares 2,209 $663K 0.17% -194 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 4,275 shares; 2025Q3: not reported; 2025Q4: 4,314 shares; 2026Q1: 4,196 shares; 2026Q2: 4,089 shares; 2026Q3: 4,079 shares 4,079 $654K 0.17% -10 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,576 shares; 2025Q1: 7,547 shares; 2025Q2: 5,733 shares; 2025Q3: not reported; 2025Q4: 8,814 shares; 2026Q1: 8,569 shares; 2026Q2: 8,296 shares; 2026Q3: 8,459 shares 8,459 $641K 0.17% +163 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,112 shares; 2026Q2: 7,296 shares; 2026Q3: 13,068 shares 13,068 $640K 0.16% +5,772 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,059 shares; 2025Q1: 6,059 shares; 2025Q2: 6,362 shares; 2025Q3: not reported; 2025Q4: 6,274 shares; 2026Q1: 6,330 shares; 2026Q2: 6,335 shares; 2026Q3: 6,547 shares 6,547 $637K 0.16% +212 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 527 shares; 2025Q1: 478 shares; 2025Q2: 389 shares; 2025Q3: 238 shares; 2025Q4: 363 shares; 2026Q1: 371 shares; 2026Q2: 4,081 shares; 2026Q3: 5,056 shares 5,056 $635K 0.16% +975 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,335 shares; 2025Q1: 8,606 shares; 2025Q2: 10,343 shares; 2025Q3: 10,963 shares; 2025Q4: 11,413 shares; 2026Q1: 9,208 shares; 2026Q2: 8,852 shares; 2026Q3: 9,039 shares 9,039 $634K 0.16% +187 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: 634 shares; 2025Q1: 1,869 shares; 2025Q2: 2,025 shares; 2025Q3: 1,676 shares; 2025Q4: 2,696 shares; 2026Q1: 3,008 shares; 2026Q2: 2,878 shares; 2026Q3: 2,892 shares 2,892 $625K 0.16% +14 Timeline ACWX 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: 13 shares; 2025Q2: 13 shares; 2025Q3: 11 shares; 2025Q4: 10 shares; 2026Q1: not reported; 2026Q2: 150 shares; 2026Q3: 8,217 shares 8,217 $621K 0.16% +8,067 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,580 shares; 2025Q1: 6,252 shares; 2025Q2: 3,884 shares; 2025Q3: 4,110 shares; 2025Q4: 6,230 shares; 2026Q1: 6,151 shares; 2026Q2: 5,499 shares; 2026Q3: 4,818 shares 4,818 $618K 0.16% -681 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 118 shares; 2025Q3: 11,929 shares; 2025Q4: 11,932 shares; 2026Q1: 11,515 shares; 2026Q2: 10,460 shares; 2026Q3: 9,165 shares 9,165 $618K 0.16% -1,295 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,485 shares; 2025Q1: 25,630 shares; 2025Q2: 25,407 shares; 2025Q3: 24 shares; 2025Q4: 22,412 shares; 2026Q1: 20,357 shares; 2026Q2: 20,088 shares; 2026Q3: 20,554 shares 20,554 $617K 0.16% +466 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 8,982 shares; 2026Q1: 8,921 shares; 2026Q2: 8,111 shares; 2026Q3: 7,071 shares 7,071 $610K 0.16% -1,040 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: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 1,697 shares; 2026Q2: 2,490 shares; 2026Q3: 2,178 shares 2,178 $600K 0.15% -312 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: 1,355 shares; 2025Q1: 1,257 shares; 2025Q2: 1,151 shares; 2025Q3: 501 shares; 2025Q4: 936 shares; 2026Q1: 2,414 shares; 2026Q2: 2,665 shares; 2026Q3: 4,080 shares 4,080 $593K 0.15% +1,415 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,819 shares; 2025Q1: 1,857 shares; 2025Q2: 1,993 shares; 2025Q3: 1,981 shares; 2025Q4: 1,953 shares; 2026Q1: 1,919 shares; 2026Q2: 116 shares; 2026Q3: 1,916 shares 1,916 $575K 0.15% +1,800 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: 3,494 shares; 2025Q1: 3,493 shares; 2025Q2: 3,728 shares; 2025Q3: 3,098 shares; 2025Q4: 4,097 shares; 2026Q1: 4,073 shares; 2026Q2: 3,756 shares; 2026Q3: 2,969 shares 2,969 $566K 0.15% -787 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,405 shares; 2025Q1: 1,925 shares; 2025Q2: 1,890 shares; 2025Q3: 811 shares; 2025Q4: 475 shares; 2026Q1: 3,744 shares; 2026Q2: 4,295 shares; 2026Q3: 4,674 shares 4,674 $560K 0.14% +379 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 866 shares; 2025Q1: 871 shares; 2025Q2: 2,711 shares; 2025Q3: 341 shares; 2025Q4: 3,119 shares; 2026Q1: 3,536 shares; 2026Q2: 4,909 shares; 2026Q3: 4,946 shares 4,946 $554K 0.14% +37 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: not reported; 2025Q4: 5,155 shares; 2026Q1: 5,155 shares; 2026Q2: 5,155 shares; 2026Q3: 5,155 shares 5,155 $545K 0.14% 0 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: 192 shares; 2025Q1: 170 shares; 2025Q2: 186 shares; 2025Q3: 33 shares; 2025Q4: 271 shares; 2026Q1: 425 shares; 2026Q2: 464 shares; 2026Q3: 463 shares 463 $536K 0.14% -1 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: 1,905 shares; 2025Q1: 1,858 shares; 2025Q2: 1,560 shares; 2025Q3: 15 shares; 2025Q4: 1,510 shares; 2026Q1: 1,552 shares; 2026Q2: 1,602 shares; 2026Q3: 1,628 shares 1,628 $535K 0.14% +26 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: 2,191 shares; 2025Q1: 3,064 shares; 2025Q2: 5,182 shares; 2025Q3: 7,333 shares; 2025Q4: 10,342 shares; 2026Q1: 10,243 shares; 2026Q2: 7,633 shares; 2026Q3: 6,519 shares 6,519 $529K 0.14% -1,114 Timeline XLV 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: 2,838 shares; 2025Q1: 2,964 shares; 2025Q2: 2,988 shares; 2025Q3: 2,458 shares; 2025Q4: 3,102 shares; 2026Q1: 3,216 shares; 2026Q2: 1,425 shares; 2026Q3: 3,137 shares 3,137 $528K 0.14% +1,712 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: 3,413 shares; 2025Q1: 3,274 shares; 2025Q2: 3,375 shares; 2025Q3: 3,439 shares; 2025Q4: 3,347 shares; 2026Q1: 3,119 shares; 2026Q2: 2,866 shares; 2026Q3: 2,525 shares 2,525 $528K 0.14% -341 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: 3,584 shares; 2025Q1: 7,257 shares; 2025Q2: 7,372 shares; 2025Q3: 6,240 shares; 2025Q4: 9,016 shares; 2026Q1: 9,424 shares; 2026Q2: 8,935 shares; 2026Q3: 8,794 shares 8,794 $522K 0.13% -141 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: 2,152 shares; 2025Q1: 2,167 shares; 2025Q2: 2,140 shares; 2025Q3: 609 shares; 2025Q4: 2,231 shares; 2026Q1: 2,953 shares; 2026Q2: 2,880 shares; 2026Q3: 2,803 shares 2,803 $520K 0.13% -77 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: 987 shares; 2025Q1: 986 shares; 2025Q2: 936 shares; 2025Q3: 410 shares; 2025Q4: 952 shares; 2026Q1: 720 shares; 2026Q2: 770 shares; 2026Q3: 769 shares 769 $516K 0.13% -1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,312 shares; 2025Q1: 2,248 shares; 2025Q2: 2,272 shares; 2025Q3: 2,301 shares; 2025Q4: 2,252 shares; 2026Q1: 2,090 shares; 2026Q2: 2,094 shares; 2026Q3: 1,808 shares 1,808 $516K 0.13% -286 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 2,165 shares; 2025Q3: 6,995 shares; 2025Q4: 8,043 shares; 2026Q1: 10,121 shares; 2026Q2: 8,765 shares; 2026Q3: 10,807 shares 10,807 $510K 0.13% +2,042 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,590 shares; 2025Q1: 5,890 shares; 2025Q2: 6,890 shares; 2025Q3: not reported; 2025Q4: 6,490 shares; 2026Q1: 6,490 shares; 2026Q2: 11,794 shares; 2026Q3: 11,794 shares 11,794 $509K 0.13% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,825 shares; 2025Q1: 11,825 shares; 2025Q2: 11,825 shares; 2025Q3: not reported; 2025Q4: 11,825 shares; 2026Q1: 18,917 shares; 2026Q2: 18,886 shares; 2026Q3: 18,686 shares 18,686 $502K 0.13% -200 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: 2,318 shares; 2025Q1: 2,277 shares; 2025Q2: 2,474 shares; 2025Q3: 1,865 shares; 2025Q4: 1,876 shares; 2026Q1: 2,127 shares; 2026Q2: 2,097 shares; 2026Q3: 2,134 shares 2,134 $498K 0.13% +37 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: 2,591 shares; 2025Q1: 2,528 shares; 2025Q2: 2,881 shares; 2025Q3: 2,620 shares; 2025Q4: 2,801 shares; 2026Q1: 2,864 shares; 2026Q2: 2,316 shares; 2026Q3: 2,053 shares 2,053 $493K 0.13% -263 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: 1,090 shares; 2025Q1: 1,067 shares; 2025Q2: 852 shares; 2025Q3: 141 shares; 2025Q4: 893 shares; 2026Q1: 824 shares; 2026Q2: 5,033 shares; 2026Q3: 5,587 shares 5,587 $478K 0.12% +554 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: 5,344 shares; 2025Q1: 5,290 shares; 2025Q2: 5,811 shares; 2025Q3: 5,103 shares; 2025Q4: 6,115 shares; 2026Q1: 9,932 shares; 2026Q2: 9,125 shares; 2026Q3: 10,211 shares 10,211 $473K 0.12% +1,086 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,596 shares; 2025Q1: 2,722 shares; 2025Q2: 2,669 shares; 2025Q3: 2,265 shares; 2025Q4: 2,492 shares; 2026Q1: 2,110 shares; 2026Q2: 1,559 shares; 2026Q3: 2,118 shares 2,118 $462K 0.12% +559 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 1,375 shares; 2025Q2: 2,332 shares; 2025Q3: 3,724 shares; 2025Q4: 4,865 shares; 2026Q1: 4,753 shares; 2026Q2: 4,308 shares; 2026Q3: 5,013 shares 5,013 $462K 0.12% +705 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 1,190 shares; 2025Q2: 2,070 shares; 2025Q3: 1,870 shares; 2025Q4: 5,440 shares; 2026Q1: 8,410 shares; 2026Q2: 7,721 shares; 2026Q3: 8,164 shares 8,164 $459K 0.12% +443 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,293 shares; 2025Q1: 1,246 shares; 2025Q2: 938 shares; 2025Q3: 4 shares; 2025Q4: 1,442 shares; 2026Q1: 1,188 shares; 2026Q2: 5,660 shares; 2026Q3: 4,855 shares 4,855 $450K 0.12% -805 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: 7,184 shares; 2025Q1: 7,026 shares; 2025Q2: 7,049 shares; 2025Q3: 6,999 shares; 2025Q4: 7,564 shares; 2026Q1: 9,533 shares; 2026Q2: 9,228 shares; 2026Q3: 9,020 shares 9,020 $434K 0.11% -208 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: 1,332 shares; 2025Q1: 1,001 shares; 2025Q2: 1,016 shares; 2025Q3: 494 shares; 2025Q4: 1,098 shares; 2026Q1: 1,208 shares; 2026Q2: 1,326 shares; 2026Q3: 1,217 shares 1,217 $432K 0.11% -109 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: 5,795 shares; 2026Q1: 5,795 shares; 2026Q2: 5,795 shares; 2026Q3: 5,795 shares 5,795 $421K 0.11% 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: 2,008 shares; 2025Q1: 1,939 shares; 2025Q2: 1,999 shares; 2025Q3: 1,958 shares; 2025Q4: 1,967 shares; 2026Q1: 1,892 shares; 2026Q2: 1,718 shares; 2026Q3: 1,532 shares 1,532 $421K 0.11% -186 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: 1,606 shares; 2025Q1: 1,671 shares; 2025Q2: 2,021 shares; 2025Q3: 2,286 shares; 2025Q4: 2,497 shares; 2026Q1: 2,668 shares; 2026Q2: 2,525 shares; 2026Q3: 2,350 shares 2,350 $421K 0.11% -175 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: 3,528 shares; 2025Q1: 3,492 shares; 2025Q2: 3,605 shares; 2025Q3: 3,667 shares; 2025Q4: 4,127 shares; 2026Q1: 4,423 shares; 2026Q2: 5,074 shares; 2026Q3: 4,869 shares 4,869 $420K 0.11% -205 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: 10,156 shares; 2025Q1: 9,975 shares; 2025Q2: 10,063 shares; 2025Q3: 10,059 shares; 2025Q4: 10,035 shares; 2026Q1: 9,677 shares; 2026Q2: 9,620 shares; 2026Q3: 9,021 shares 9,021 $419K 0.11% -599 Timeline PJAN 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: 6,400 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: not reported; 2025Q4: 7,834 shares; 2026Q1: 8,184 shares; 2026Q2: 8,184 shares; 2026Q3: 8,184 shares 8,184 $415K 0.11% 0 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,696 shares; 2026Q3: 13,749 shares 13,749 $411K 0.11% +1,053 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 800 shares; 2026Q1: not reported; 2026Q2: 3,155 shares; 2026Q3: 11,161 shares 11,161 $410K 0.11% +8,006 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: 5,554 shares; 2025Q1: 4,450 shares; 2025Q2: 6,973 shares; 2025Q3: 7,177 shares; 2025Q4: 7,505 shares; 2026Q1: 8,597 shares; 2026Q2: 4,108 shares; 2026Q3: 5,109 shares 5,109 $404K 0.1% +1,001 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,980 shares; 2025Q1: 3,674 shares; 2025Q2: 3,867 shares; 2025Q3: 3,858 shares; 2025Q4: 3,586 shares; 2026Q1: 3,383 shares; 2026Q2: 3,056 shares; 2026Q3: 2,781 shares 2,781 $400K 0.1% -275 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,256 shares; 2025Q1: 4,257 shares; 2025Q2: 4,258 shares; 2025Q3: not reported; 2025Q4: 4,236 shares; 2026Q1: 4,237 shares; 2026Q2: 4,238 shares; 2026Q3: 4,239 shares 4,239 $389K 0.1% +1 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: 1,612 shares; 2025Q1: 1,593 shares; 2025Q2: 1,449 shares; 2025Q3: 254 shares; 2025Q4: 1,374 shares; 2026Q1: 1,435 shares; 2026Q2: 1,417 shares; 2026Q3: 1,476 shares 1,476 $386K 0.1% +59 Timeline PJUL 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: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,400 shares; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,700 shares; 2026Q3: 7,700 shares 7,700 $383K 0.1% +2,000 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: 388 shares; 2025Q1: 218 shares; 2025Q2: 168 shares; 2025Q3: 122 shares; 2025Q4: 277 shares; 2026Q1: not reported; 2026Q2: 515 shares; 2026Q3: 619 shares 619 $379K 0.1% +104 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: 3,945 shares; 2025Q1: 4,339 shares; 2025Q2: 4,388 shares; 2025Q3: 1,470 shares; 2025Q4: 5,016 shares; 2026Q1: 7,108 shares; 2026Q2: 7,678 shares; 2026Q3: 8,596 shares 8,596 $378K 0.1% +918 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 4,752 shares; 2025Q3: 6,420 shares; 2025Q4: 7,236 shares; 2026Q1: 9,136 shares; 2026Q2: 6,390 shares; 2026Q3: 8,449 shares 8,449 $372K 0.1% +2,059 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,985 shares; 2026Q2: 10,476 shares; 2026Q3: 11,891 shares 11,891 $371K 0.1% +1,415 Timeline SMH 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: 622 shares; 2025Q1: 322 shares; 2025Q2: 272 shares; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: not reported; 2026Q2: 485 shares; 2026Q3: 608 shares 608 $370K 0.1% +123 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: 320 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 210 shares; 2025Q4: 709 shares; 2026Q1: 3,896 shares; 2026Q2: 3,893 shares; 2026Q3: 3,853 shares 3,853 $366K 0.09% -40 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,812 shares; 2026Q3: 7,291 shares 7,291 $365K 0.09% +1,479 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: 7,900 shares; 2025Q1: 7,660 shares; 2025Q2: 7,560 shares; 2025Q3: not reported; 2025Q4: 7,360 shares; 2026Q1: 7,460 shares; 2026Q2: 7,460 shares; 2026Q3: 7,460 shares 7,460 $365K 0.09% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 2,584 shares; 2026Q1: not reported; 2026Q2: 2,347 shares; 2026Q3: 7,475 shares 7,475 $355K 0.09% +5,128 Timeline PSTP 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: 8,102 shares; 2025Q1: 8,102 shares; 2025Q2: 8,102 shares; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares; 2026Q3: 9,450 shares 9,450 $354K 0.09% +250 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: 12,038 shares; 2025Q1: 11,968 shares; 2025Q2: 12,275 shares; 2025Q3: 12,253 shares; 2025Q4: 14,565 shares; 2026Q1: 15,583 shares; 2026Q2: 15,346 shares; 2026Q3: 16,255 shares 16,255 $354K 0.09% +909 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: 471 shares; 2025Q1: 448 shares; 2025Q2: 452 shares; 2025Q3: 137 shares; 2025Q4: 505 shares; 2026Q1: 406 shares; 2026Q2: 414 shares; 2026Q3: 436 shares 436 $354K 0.09% +22 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: 4,712 shares; 2025Q1: 4,388 shares; 2025Q2: 4,415 shares; 2025Q3: 56 shares; 2025Q4: 4,516 shares; 2026Q1: 4,631 shares; 2026Q2: 4,691 shares; 2026Q3: 4,654 shares 4,654 $352K 0.09% -37 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: 16,256 shares; 2025Q1: 16,684 shares; 2025Q2: 13,267 shares; 2025Q3: 6,691 shares; 2025Q4: 13,623 shares; 2026Q1: 13,394 shares; 2026Q2: 12,694 shares; 2026Q3: 12,281 shares 12,281 $350K 0.09% -413 Timeline KRE 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: 251 shares; 2025Q1: 252 shares; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: 5,446 shares; 2026Q1: 5,380 shares; 2026Q2: 5,488 shares; 2026Q3: 5,025 shares 5,025 $349K 0.09% -463 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: 2,189 shares; 2025Q1: 2,195 shares; 2025Q2: 2,097 shares; 2025Q3: 139 shares; 2025Q4: 2,088 shares; 2026Q1: 2,064 shares; 2026Q2: 2,108 shares; 2026Q3: 2,075 shares 2,075 $334K 0.09% -33 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,404 shares; 2025Q1: 3,058 shares; 2025Q2: 2,945 shares; 2025Q3: not reported; 2025Q4: 3,171 shares; 2026Q1: 3,649 shares; 2026Q2: 3,276 shares; 2026Q3: 3,273 shares 3,273 $331K 0.09% -3 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: 3,705 shares; 2025Q1: 3,240 shares; 2025Q2: 3,197 shares; 2025Q3: 1,398 shares; 2025Q4: 3,787 shares; 2026Q1: 3,172 shares; 2026Q2: 2,983 shares; 2026Q3: 2,603 shares 2,603 $320K 0.08% -380 Timeline DDTZ 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 reported; 2026Q2: 7,450 shares; 2026Q3: 16,054 shares 16,054 $318K 0.08% +8,604 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,516 shares; 2025Q1: 1,544 shares; 2025Q2: 1,186 shares; 2025Q3: 460 shares; 2025Q4: 2,752 shares; 2026Q1: 2,905 shares; 2026Q2: 3,083 shares; 2026Q3: 2,949 shares 2,949 $317K 0.08% -134 Timeline XTL 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: 1,824 shares; 2025Q1: 1,803 shares; 2025Q2: 1,775 shares; 2025Q3: 1,590 shares; 2025Q4: 1,565 shares; 2026Q1: 1,555 shares; 2026Q2: 413 shares; 2026Q3: 1,555 shares 1,555 $316K 0.08% +1,142 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,909 shares; 2025Q1: 55,379 shares; 2025Q2: 57,211 shares; 2025Q3: 58,990 shares; 2025Q4: 61,945 shares; 2026Q1: 59,188 shares; 2026Q2: 57,334 shares; 2026Q3: 55,230 shares 55,230 $311K 0.08% -2,104 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,622 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,667 shares; 2026Q2: 2,218 shares; 2026Q3: 3,576 shares 3,576 $309K 0.08% +1,358 Timeline XLF 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: 5,872 shares; 2025Q1: 5,772 shares; 2025Q2: 5,841 shares; 2025Q3: 5,528 shares; 2025Q4: 5,720 shares; 2026Q1: 5,703 shares; 2026Q2: 1,966 shares; 2026Q3: 5,675 shares 5,675 $303K 0.08% +3,709 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: 483 shares; 2025Q1: 540 shares; 2025Q2: 538 shares; 2025Q3: 154 shares; 2025Q4: 583 shares; 2026Q1: 887 shares; 2026Q2: 938 shares; 2026Q3: 795 shares 795 $303K 0.08% -143 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: 1,877 shares; 2025Q1: 3,251 shares; 2025Q2: 3,265 shares; 2025Q3: 3,672 shares; 2025Q4: 5,575 shares; 2026Q1: 5,922 shares; 2026Q2: 5,738 shares; 2026Q3: 6,445 shares 6,445 $302K 0.08% +707 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: 1,532 shares; 2025Q2: 1,668 shares; 2025Q3: 200 shares; 2025Q4: 2,542 shares; 2026Q1: 4,621 shares; 2026Q2: 4,370 shares; 2026Q3: 4,893 shares 4,893 $300K 0.08% +523 Timeline DDFA 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 reported; 2026Q2: 14,515 shares; 2026Q3: 14,515 shares 14,515 $299K 0.08% 0 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: 1,874 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,788 shares; 2025Q4: 1,881 shares; 2026Q1: 1,960 shares; 2026Q2: 1,881 shares; 2026Q3: 1,910 shares 1,910 $296K 0.08% +29 Timeline QYLD 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: 3,864 shares; 2025Q1: 2,163 shares; 2025Q2: 3,064 shares; 2025Q3: not reported; 2025Q4: 6,038 shares; 2026Q1: not reported; 2026Q2: 12,341 shares; 2026Q3: 15,523 shares 15,523 $288K 0.07% +3,182 Timeline SCMB 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: 504 shares; 2025Q1: 507 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: 7,794 shares; 2026Q1: 11,354 shares; 2026Q2: 11,449 shares; 2026Q3: 11,549 shares 11,549 $279K 0.07% +100 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,078 shares; 2025Q1: 966 shares; 2025Q2: 854 shares; 2025Q3: 728 shares; 2025Q4: 805 shares; 2026Q1: 757 shares; 2026Q2: 391 shares; 2026Q3: 760 shares 760 $277K 0.07% +369 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,281 shares; 2025Q1: 6,573 shares; 2025Q2: 6,392 shares; 2025Q3: 494 shares; 2025Q4: 5,836 shares; 2026Q1: 5,691 shares; 2026Q2: 5,240 shares; 2026Q3: 5,090 shares 5,090 $276K 0.07% -150 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,249 shares; 2025Q1: 1,856 shares; 2025Q2: 2,528 shares; 2025Q3: 2,291 shares; 2025Q4: 2,394 shares; 2026Q1: 2,110 shares; 2026Q2: 2,338 shares; 2026Q3: 2,707 shares 2,707 $274K 0.07% +369 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,309 shares; 2025Q1: 3,088 shares; 2025Q2: 2,527 shares; 2025Q3: 161 shares; 2025Q4: 2,621 shares; 2026Q1: 2,585 shares; 2026Q2: 2,179 shares; 2026Q3: 2,080 shares 2,080 $268K 0.07% -99 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: 1,038 shares; 2025Q1: 1,123 shares; 2025Q2: 1,243 shares; 2025Q3: 702 shares; 2025Q4: 1,649 shares; 2026Q1: 2,217 shares; 2026Q2: 2,304 shares; 2026Q3: 2,069 shares 2,069 $268K 0.07% -235 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: 291 shares; 2025Q1: 291 shares; 2025Q2: 297 shares; 2025Q3: 6 shares; 2025Q4: 293 shares; 2026Q1: 321 shares; 2026Q2: 339 shares; 2026Q3: 297 shares 297 $268K 0.07% -42 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: 471 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 425 shares; 2025Q4: 1,041 shares; 2026Q1: not reported; 2026Q2: 1,755 shares; 2026Q3: 4,306 shares 4,306 $261K 0.07% +2,551 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 645 shares; 2025Q1: 621 shares; 2025Q2: 780 shares; 2025Q3: 1,005 shares; 2025Q4: 1,045 shares; 2026Q1: 1,268 shares; 2026Q2: 1,524 shares; 2026Q3: 1,684 shares 1,684 $260K 0.07% +160 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,370 shares; 2026Q3: 1,372 shares 1,372 $260K 0.07% +2 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: 1,013 shares; 2025Q1: 688 shares; 2025Q2: 686 shares; 2025Q3: 709 shares; 2025Q4: 783 shares; 2026Q1: not reported; 2026Q2: 1,229 shares; 2026Q3: 927 shares 927 $260K 0.07% -302 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136 shares; 2025Q1: 2,545 shares; 2025Q2: 3,055 shares; 2025Q3: not reported; 2025Q4: 2,934 shares; 2026Q1: 2,587 shares; 2026Q2: 1,892 shares; 2026Q3: 1,884 shares 1,884 $260K 0.07% -8 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: 166 shares; 2025Q1: 163 shares; 2025Q2: 153 shares; 2025Q3: 112 shares; 2025Q4: 260 shares; 2026Q1: 271 shares; 2026Q2: 293 shares; 2026Q3: 285 shares 285 $259K 0.07% -8 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: 735 shares; 2025Q1: 694 shares; 2025Q2: 636 shares; 2025Q3: 610 shares; 2025Q4: 695 shares; 2026Q1: 673 shares; 2026Q2: 631 shares; 2026Q3: 612 shares 612 $258K 0.07% -19 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: 11,375 shares; 2025Q1: 12,676 shares; 2025Q2: 4,976 shares; 2025Q3: 3,752 shares; 2025Q4: 2,372 shares; 2026Q1: 2,882 shares; 2026Q2: 2,893 shares; 2026Q3: 2,700 shares 2,700 $256K 0.07% -193 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: 2,544 shares; 2025Q1: 2,231 shares; 2025Q2: 2,087 shares; 2025Q3: 344 shares; 2025Q4: 1,997 shares; 2026Q1: 1,850 shares; 2026Q2: 1,608 shares; 2026Q3: 2,007 shares 2,007 $254K 0.07% +399 Timeline SPYV 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: 6,977 shares; 2025Q1: 6,145 shares; 2025Q2: 6,391 shares; 2025Q3: 3,646 shares; 2025Q4: 6,731 shares; 2026Q1: 5,674 shares; 2026Q2: 5,120 shares; 2026Q3: 4,142 shares 4,142 $253K 0.07% -978 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83 shares; 2025Q1: 599 shares; 2025Q2: 1,296 shares; 2025Q3: not reported; 2025Q4: 3,368 shares; 2026Q1: 3,194 shares; 2026Q2: 2,381 shares; 2026Q3: 2,381 shares 2,381 $252K 0.06% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,633 shares; 2025Q1: 1,556 shares; 2025Q2: 1,654 shares; 2025Q3: 1,519 shares; 2025Q4: 277 shares; 2026Q1: not reported; 2026Q2: 557 shares; 2026Q3: 684 shares 684 $251K 0.06% +127 Timeline FDCF 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: 3,842 shares; 2025Q1: 4,007 shares; 2025Q2: 4,432 shares; 2025Q3: 5,150 shares; 2025Q4: 4,674 shares; 2026Q1: 4,719 shares; 2026Q2: 4,968 shares; 2026Q3: 4,866 shares 4,866 $250K 0.06% -102 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 56 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares; 2026Q3: 1,644 shares 1,644 $249K 0.06% +32 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,704 shares; 2025Q4: 3,601 shares; 2026Q1: not reported; 2026Q2: 4,555 shares; 2026Q3: 6,879 shares 6,879 $248K 0.06% +2,324 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: not reported; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares; 2026Q3: 5,200 shares 5,200 $245K 0.06% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,405 shares; 2025Q1: 2,391 shares; 2025Q2: 3,331 shares; 2025Q3: 3,765 shares; 2025Q4: 4,034 shares; 2026Q1: 3,765 shares; 2026Q2: 3,476 shares; 2026Q3: 3,325 shares 3,325 $245K 0.06% -151 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: 199 shares; 2025Q1: 203 shares; 2025Q2: 198 shares; 2025Q3: 6 shares; 2025Q4: 241 shares; 2026Q1: not reported; 2026Q2: 567 shares; 2026Q3: 567 shares 567 $244K 0.06% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 127 shares; 2025Q2: 161 shares; 2025Q3: 1 shares; 2025Q4: 648 shares; 2026Q1: not reported; 2026Q2: 1,165 shares; 2026Q3: 1,591 shares 1,591 $241K 0.06% +426 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,386 shares; 2025Q1: 3,214 shares; 2025Q2: 2,922 shares; 2025Q3: 2,666 shares; 2025Q4: 4,441 shares; 2026Q1: 2,455 shares; 2026Q2: 2,749 shares; 2026Q3: 3,077 shares 3,077 $240K 0.06% +328 Timeline AIQ 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: 672 shares; 2025Q4: 931 shares; 2026Q1: not reported; 2026Q2: 2,518 shares; 2026Q3: 3,687 shares 3,687 $240K 0.06% +1,169 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: 9 shares; 2025Q1: 7 shares; 2025Q2: 10 shares; 2025Q3: 1 shares; 2025Q4: 27 shares; 2026Q1: not reported; 2026Q2: 1,394 shares; 2026Q3: 1,309 shares 1,309 $240K 0.06% -85 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,100 shares 5,100 $239K 0.06% new 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: 321 shares; 2025Q1: 313 shares; 2025Q2: 309 shares; 2025Q3: 255 shares; 2025Q4: 271 shares; 2026Q1: 249 shares; 2026Q2: 237 shares; 2026Q3: 225 shares 225 $238K 0.06% -12 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 757 shares; 2025Q3: 136 shares; 2025Q4: 1,097 shares; 2026Q1: not reported; 2026Q2: 1,868 shares; 2026Q3: 1,961 shares 1,961 $233K 0.06% +93 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 257 shares; 2026Q1: 245 shares; 2026Q2: 246 shares; 2026Q3: 228 shares 228 $231K 0.06% -18 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,619 shares; 2025Q1: 6,541 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 5,637 shares; 2026Q1: 5,653 shares; 2026Q2: 5,677 shares; 2026Q3: 5,703 shares 5,703 $230K 0.06% +26 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares; 2026Q3: 6,587 shares 6,587 $229K 0.06% +5,387 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: 52 shares; 2025Q1: 54 shares; 2025Q2: 53 shares; 2025Q3: 56 shares; 2025Q4: 97 shares; 2026Q1: not reported; 2026Q2: 1,181 shares; 2026Q3: 1,167 shares 1,167 $227K 0.06% -14 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: 1,275 shares; 2025Q1: 1,286 shares; 2025Q2: 1,307 shares; 2025Q3: 1,248 shares; 2025Q4: 1,935 shares; 2026Q1: not reported; 2026Q2: 2,895 shares; 2026Q3: 2,559 shares 2,559 $219K 0.06% -336 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,451 shares; 2026Q3: 4,440 shares 4,440 $217K 0.06% +989 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 689 shares; 2025Q2: 788 shares; 2025Q3: 162 shares; 2025Q4: 1,106 shares; 2026Q1: not reported; 2026Q2: 1,104 shares; 2026Q3: 1,145 shares 1,145 $214K 0.06% +41 Timeline ASCI ABRDN FDS More: the full row for ABRDN 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: 5,868 shares; 2026Q1: not reported; 2026Q2: 5,868 shares; 2026Q3: 5,868 shares 5,868 $214K 0.06% 0 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,232 shares; 2026Q3: 4,281 shares 4,281 $213K 0.05% +49 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 207 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 361 shares; 2026Q1: not reported; 2026Q2: 1,164 shares; 2026Q3: 1,093 shares 1,093 $211K 0.05% -71 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 923 shares; 2025Q1: 490 shares; 2025Q2: 1,297 shares; 2025Q3: 473 shares; 2025Q4: 15,902 shares; 2026Q1: 9,017 shares; 2026Q2: 8,597 shares; 2026Q3: 9,215 shares 9,215 $209K 0.05% +618 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: 206 shares; 2025Q1: 206 shares; 2025Q2: 2,188 shares; 2025Q3: 2,142 shares; 2025Q4: 2,902 shares; 2026Q1: not reported; 2026Q2: 2,461 shares; 2026Q3: 2,650 shares 2,650 $207K 0.05% +189 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: 428 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 3 shares; 2025Q4: 223 shares; 2026Q1: not reported; 2026Q2: 905 shares; 2026Q3: 2,062 shares 2,062 $201K 0.05% +1,157 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,325 shares; 2026Q3: 4,425 shares 4,425 $197K 0.05% +3,100 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 2,725 shares; 2025Q3: 3,226 shares; 2025Q4: 3,619 shares; 2026Q1: 3,152 shares; 2026Q2: 2,974 shares; 2026Q3: 2,674 shares 2,674 $197K 0.05% -300 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 2,629 shares; 2025Q4: 4,009 shares; 2026Q1: not reported; 2026Q2: 6,286 shares; 2026Q3: 7,497 shares 7,497 $197K 0.05% +1,211 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares; 2026Q3: 1,637 shares 1,637 $195K 0.05% +1,577 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,667 shares; 2025Q1: 1,677 shares; 2025Q2: 1,219 shares; 2025Q3: 831 shares; 2025Q4: 1,126 shares; 2026Q1: 1,181 shares; 2026Q2: 527 shares; 2026Q3: 1,133 shares 1,133 $194K 0.05% +606 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 556 shares; 2025Q1: 449 shares; 2025Q2: 418 shares; 2025Q3: 225 shares; 2025Q4: 854 shares; 2026Q1: not reported; 2026Q2: 3,174 shares; 2026Q3: 3,538 shares 3,538 $192K 0.05% +364 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,707 shares; 2025Q1: 1,622 shares; 2025Q2: 1,623 shares; 2025Q3: 1,700 shares; 2025Q4: 1,873 shares; 2026Q1: 1,938 shares; 2026Q2: 1,914 shares; 2026Q3: 1,885 shares 1,885 $190K 0.05% -29 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,740 shares; 2025Q1: 7,903 shares; 2025Q2: 9,564 shares; 2025Q3: 9,301 shares; 2025Q4: 8,616 shares; 2026Q1: 8,005 shares; 2026Q2: 8,372 shares; 2026Q3: 7,472 shares 7,472 $190K 0.05% -900 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 72 shares; 2025Q4: 1,272 shares; 2026Q1: not reported; 2026Q2: 1,272 shares; 2026Q3: 1,272 shares 1,272 $189K 0.05% 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: 1,057 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,066 shares; 2025Q4: 1,333 shares; 2026Q1: 1,317 shares; 2026Q2: 1,191 shares; 2026Q3: 1,142 shares 1,142 $187K 0.05% -49 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74 shares; 2025Q1: 627 shares; 2025Q2: 883 shares; 2025Q3: not reported; 2025Q4: 3,705 shares; 2026Q1: not reported; 2026Q2: 2,412 shares; 2026Q3: 2,377 shares 2,377 $182K 0.05% -35 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: 3,218 shares; 2025Q1: 2,502 shares; 2025Q2: 3,102 shares; 2025Q3: 541 shares; 2025Q4: 1,547 shares; 2026Q1: not reported; 2026Q2: 1,022 shares; 2026Q3: 1,516 shares 1,516 $182K 0.05% +494 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: 402 shares; 2025Q1: 469 shares; 2025Q2: 500 shares; 2025Q3: 425 shares; 2025Q4: 540 shares; 2026Q1: not reported; 2026Q2: 454 shares; 2026Q3: 458 shares 458 $182K 0.05% +4 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 633 shares; 2025Q1: 440 shares; 2025Q2: 340 shares; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: not reported; 2026Q2: 1,167 shares; 2026Q3: 3,245 shares 3,245 $180K 0.05% +2,078 Timeline SYSB 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: 1,839 shares; 2026Q1: not reported; 2026Q2: 2,149 shares; 2026Q3: 2,130 shares 2,130 $180K 0.05% -19 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,399 shares; 2025Q1: 2,924 shares; 2025Q2: 2,925 shares; 2025Q3: not reported; 2025Q4: 2,926 shares; 2026Q1: not reported; 2026Q2: 2,927 shares; 2026Q3: 2,927 shares 2,927 $179K 0.05% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,024 shares; 2025Q1: 4,029 shares; 2025Q2: 4,064 shares; 2025Q3: 605 shares; 2025Q4: 4,153 shares; 2026Q1: not reported; 2026Q2: 4,179 shares; 2026Q3: 4,191 shares 4,191 $177K 0.05% +12 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 103 shares; 2025Q3: 102 shares; 2025Q4: 2,964 shares; 2026Q1: 3,457 shares; 2026Q2: 3,527 shares; 2026Q3: 3,619 shares 3,619 $176K 0.05% +92 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,749 shares; 2026Q3: 3,923 shares 3,923 $176K 0.05% +174 Timeline NVIR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,727 shares; 2025Q1: 3,115 shares; 2025Q2: 4,102 shares; 2025Q3: 4,576 shares; 2025Q4: 3,968 shares; 2026Q1: not reported; 2026Q2: 4,710 shares; 2026Q3: 4,626 shares 4,626 $174K 0.04% -84 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares; 2026Q3: 4,331 shares 4,331 $172K 0.04% +3,345 Timeline XBJA 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: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: not reported; 2026Q2: 4,935 shares; 2026Q3: 4,935 shares 4,935 $171K 0.04% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,767 shares; 2025Q1: 1,876 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: not reported; 2026Q2: 4,991 shares; 2026Q3: 4,991 shares 4,991 $170K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 429 shares; 2025Q4: 591 shares; 2026Q1: not reported; 2026Q2: 696 shares; 2026Q3: 735 shares 735 $169K 0.04% +39 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: not reported; 2025Q4: 1,786 shares; 2026Q1: not reported; 2026Q2: 1,786 shares; 2026Q3: 1,786 shares 1,786 $169K 0.04% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,732 shares; 2025Q1: 2,645 shares; 2025Q2: 2,648 shares; 2025Q3: 2,244 shares; 2025Q4: 2,837 shares; 2026Q1: not reported; 2026Q2: 2,430 shares; 2026Q3: 3,122 shares 3,122 $168K 0.04% +692 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: 558 shares; 2025Q1: 405 shares; 2025Q2: 304 shares; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: not reported; 2026Q2: 140 shares; 2026Q3: 1,494 shares 1,494 $167K 0.04% +1,354 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,485 shares; 2025Q1: 1,455 shares; 2025Q2: 1,456 shares; 2025Q3: 1,507 shares; 2025Q4: 1,541 shares; 2026Q1: not reported; 2026Q2: 1,371 shares; 2026Q3: 1,315 shares 1,315 $165K 0.04% -56 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 950 shares; 2025Q1: 1,002 shares; 2025Q2: 809 shares; 2025Q3: 117 shares; 2025Q4: 181 shares; 2026Q1: not reported; 2026Q2: 382 shares; 2026Q3: 624 shares 624 $165K 0.04% +242 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,419 shares; 2025Q1: 2,336 shares; 2025Q2: 2,339 shares; 2025Q3: 2,396 shares; 2025Q4: 2,435 shares; 2026Q1: 2,316 shares; 2026Q2: 1,187 shares; 2026Q3: 1,138 shares 1,138 $164K 0.04% -49 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: 498 shares; 2025Q1: 497 shares; 2025Q2: 502 shares; 2025Q3: 79 shares; 2025Q4: 612 shares; 2026Q1: 692 shares; 2026Q2: 552 shares; 2026Q3: 538 shares 538 $163K 0.04% -14 Timeline SPIB 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: 2,725 shares; 2025Q1: 2,791 shares; 2025Q2: 2,830 shares; 2025Q3: not reported; 2025Q4: 4,742 shares; 2026Q1: not reported; 2026Q2: 4,794 shares; 2026Q3: 5,026 shares 5,026 $162K 0.04% +232 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: 537 shares; 2025Q1: 680 shares; 2025Q2: 711 shares; 2025Q3: 726 shares; 2025Q4: 791 shares; 2026Q1: not reported; 2026Q2: 986 shares; 2026Q3: 1,052 shares 1,052 $162K 0.04% +66 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,829 shares; 2025Q1: 1,783 shares; 2025Q2: 1,731 shares; 2025Q3: 3,146 shares; 2025Q4: 4,364 shares; 2026Q1: 6,428 shares; 2026Q2: 5,155 shares; 2026Q3: 4,908 shares 4,908 $161K 0.04% -247 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,953 shares; 2025Q1: 4,600 shares; 2025Q2: 2,645 shares; 2025Q3: 1,615 shares; 2025Q4: 2,237 shares; 2026Q1: not reported; 2026Q2: 2,175 shares; 2026Q3: 2,111 shares 2,111 $161K 0.04% -64 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,066 shares; 2026Q3: 5,209 shares 5,209 $161K 0.04% +4,143 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: 4,116 shares; 2025Q1: 3,984 shares; 2025Q2: 3,970 shares; 2025Q3: 4,086 shares; 2025Q4: 2,149 shares; 2026Q1: 2,092 shares; 2026Q2: 1,687 shares; 2026Q3: 1,623 shares 1,623 $161K 0.04% -64 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: 1,569 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 126 shares; 2025Q4: 770 shares; 2026Q1: not reported; 2026Q2: 3,859 shares; 2026Q3: 3,876 shares 3,876 $157K 0.04% +17 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,655 shares; 2026Q3: 5,600 shares 5,600 $156K 0.04% +1,945 Timeline DDFJ 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 reported; 2026Q2: 7,742 shares; 2026Q3: 7,742 shares 7,742 $156K 0.04% 0 Timeline SPHY 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: 1,273 shares; 2025Q1: 1,229 shares; 2025Q2: 1,276 shares; 2025Q3: 1,470 shares; 2025Q4: 3,336 shares; 2026Q1: not reported; 2026Q2: 7,366 shares; 2026Q3: 6,855 shares 6,855 $155K 0.04% -511 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: 62 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: not reported; 2026Q2: 1,989 shares; 2026Q3: 2,399 shares 2,399 $154K 0.04% +410 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,019 shares; 2025Q4: 9,240 shares; 2026Q1: not reported; 2026Q2: 8,060 shares; 2026Q3: 7,716 shares 7,716 $154K 0.04% -344 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 643 shares; 2025Q3: 656 shares; 2025Q4: 662 shares; 2026Q1: 655 shares; 2026Q2: 600 shares; 2026Q3: 572 shares 572 $153K 0.04% -28 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: 650 shares; 2025Q1: 653 shares; 2025Q2: 250 shares; 2025Q3: 12 shares; 2025Q4: 276 shares; 2026Q1: not reported; 2026Q2: 304 shares; 2026Q3: 294 shares 294 $152K 0.04% -10 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: 1 shares; 2025Q1: 354 shares; 2025Q2: 904 shares; 2025Q3: 1,236 shares; 2025Q4: 436 shares; 2026Q1: not reported; 2026Q2: 1,529 shares; 2026Q3: 1,499 shares 1,499 $149K 0.04% -30 Timeline SCHO 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: 6,714 shares; 2025Q1: 6,718 shares; 2025Q2: 6,768 shares; 2025Q3: 5,367 shares; 2025Q4: 7,844 shares; 2026Q1: not reported; 2026Q2: 5,067 shares; 2026Q3: 6,233 shares 6,233 $149K 0.04% +1,166 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: 2,885 shares; 2025Q1: 2,192 shares; 2025Q2: 2,013 shares; 2025Q3: 1,302 shares; 2025Q4: 1,840 shares; 2026Q1: not reported; 2026Q2: 1,633 shares; 2026Q3: 1,586 shares 1,586 $148K 0.04% -47 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: 1 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 56 shares; 2025Q4: 145 shares; 2026Q1: not reported; 2026Q2: 346 shares; 2026Q3: 452 shares 452 $147K 0.04% +106 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares; 2026Q1: not reported; 2026Q2: 3,484 shares; 2026Q3: 3,245 shares 3,245 $147K 0.04% -239 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,733 shares; 2025Q1: 2,595 shares; 2025Q2: 3,148 shares; 2025Q3: 3,427 shares; 2025Q4: 6,945 shares; 2026Q1: 7,859 shares; 2026Q2: 8,085 shares; 2026Q3: 1,632 shares 1,632 $146K 0.04% -6,453 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 748 shares; 2025Q1: 1,460 shares; 2025Q2: 741 shares; 2025Q3: 301 shares; 2025Q4: 657 shares; 2026Q1: not reported; 2026Q2: 1,973 shares; 2026Q3: 1,990 shares 1,990 $145K 0.04% +17 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 697 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: not reported; 2026Q2: 889 shares; 2026Q3: 1,180 shares 1,180 $145K 0.04% +291 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 1,009 shares; 2025Q2: 1,178 shares; 2025Q3: 1,136 shares; 2025Q4: 1,234 shares; 2026Q1: not reported; 2026Q2: 1,150 shares; 2026Q3: 1,150 shares 1,150 $144K 0.04% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,497 shares; 2025Q1: 5,402 shares; 2025Q2: 5,402 shares; 2025Q3: not reported; 2025Q4: 5,754 shares; 2026Q1: not reported; 2026Q2: 5,854 shares; 2026Q3: 5,854 shares 5,854 $143K 0.04% 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: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 50 shares; 2025Q4: 49 shares; 2026Q1: not reported; 2026Q2: 48 shares; 2026Q3: 657 shares 657 $143K 0.04% +609 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: not reported; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $142K 0.04% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: not reported; 2026Q2: 3,067 shares; 2026Q3: 3,092 shares 3,092 $142K 0.04% +25 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: 288 shares; 2025Q1: 287 shares; 2025Q2: 289 shares; 2025Q3: 298 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 312 shares; 2026Q3: 314 shares 314 $142K 0.04% +2 Timeline SPSM 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: 783 shares; 2025Q1: 1,608 shares; 2025Q2: 2,417 shares; 2025Q3: 2,305 shares; 2025Q4: 2,964 shares; 2026Q1: not reported; 2026Q2: 2,919 shares; 2026Q3: 2,682 shares 2,682 $142K 0.04% -237 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 46 shares; 2025Q3: 560 shares; 2025Q4: 1,589 shares; 2026Q1: not reported; 2026Q2: 5,909 shares; 2026Q3: 5,907 shares 5,907 $142K 0.04% -2 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares; 2026Q1: not reported; 2026Q2: 1,317 shares; 2026Q3: 1,317 shares 1,317 $142K 0.04% 0 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: 971 shares; 2025Q1: 671 shares; 2025Q2: 465 shares; 2025Q3: 47 shares; 2025Q4: 638 shares; 2026Q1: not reported; 2026Q2: 904 shares; 2026Q3: 948 shares 948 $141K 0.04% +44 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: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,104 shares; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: not reported; 2026Q2: 2,113 shares; 2026Q3: 2,113 shares 2,113 $141K 0.04% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,715 shares; 2026Q3: 1,710 shares 1,710 $141K 0.04% -1,005 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 1,896 shares; 2025Q2: 1,928 shares; 2025Q3: 2,456 shares; 2025Q4: 3,249 shares; 2026Q1: 3,251 shares; 2026Q2: 1,889 shares; 2026Q3: 1,484 shares 1,484 $140K 0.04% -405 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: 4 shares; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 26 shares; 2025Q4: 43 shares; 2026Q1: not reported; 2026Q2: 340 shares; 2026Q3: 631 shares 631 $140K 0.04% +291 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: 428 shares; 2025Q1: 390 shares; 2025Q2: 393 shares; 2025Q3: 214 shares; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 738 shares; 2026Q3: 758 shares 758 $140K 0.04% +20 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 602 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: not reported; 2026Q2: 1,705 shares; 2026Q3: 1,703 shares 1,703 $139K 0.04% -2 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: 272 shares; 2025Q1: 172 shares; 2025Q2: 171 shares; 2025Q3: 20 shares; 2025Q4: 122 shares; 2026Q1: not reported; 2026Q2: 488 shares; 2026Q3: 508 shares 508 $138K 0.04% +20 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: 224 shares; 2025Q1: 224 shares; 2025Q2: 235 shares; 2025Q3: 626 shares; 2025Q4: 1,312 shares; 2026Q1: not reported; 2026Q2: 2,723 shares; 2026Q3: 2,157 shares 2,157 $138K 0.04% -566 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: 839 shares; 2025Q1: 821 shares; 2025Q2: 858 shares; 2025Q3: 407 shares; 2025Q4: 715 shares; 2026Q1: not reported; 2026Q2: 1,090 shares; 2026Q3: 995 shares 995 $137K 0.04% -95 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: 2,651 shares; 2026Q1: not reported; 2026Q2: 2,208 shares; 2026Q3: 2,238 shares 2,238 $136K 0.04% +30 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 671 shares; 2026Q1: not reported; 2026Q2: 654 shares; 2026Q3: 645 shares 645 $136K 0.03% -9 Timeline MINT 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: 493 shares; 2025Q1: 493 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 1,101 shares; 2026Q1: not reported; 2026Q2: 1,193 shares; 2026Q3: 1,319 shares 1,319 $133K 0.03% +126 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: not reported; 2026Q2: 398 shares; 2026Q3: 462 shares 462 $132K 0.03% +64 Timeline RAAX 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: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: not reported; 2026Q2: 1,185 shares; 2026Q3: 3,296 shares 3,296 $131K 0.03% +2,111 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: 20 shares; 2025Q1: 16 shares; 2025Q2: 27 shares; 2025Q3: 66 shares; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 752 shares; 2026Q3: 697 shares 697 $131K 0.03% -55 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: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,874 shares; 2026Q1: not reported; 2026Q2: 2,464 shares; 2026Q3: 2,464 shares 2,464 $130K 0.03% 0 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 reported; 2026Q2: 353 shares; 2026Q3: 837 shares 837 $130K 0.03% +484 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: 2,164 shares; 2025Q1: 2,170 shares; 2025Q2: 1,432 shares; 2025Q3: 259 shares; 2025Q4: 1,458 shares; 2026Q1: not reported; 2026Q2: 1,434 shares; 2026Q3: 1,440 shares 1,440 $129K 0.03% +6 Timeline DJIA 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 reported; 2026Q2: 2,880 shares; 2026Q3: 5,743 shares 5,743 $128K 0.03% +2,863 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,854 shares; 2026Q3: 1,860 shares 1,860 $127K 0.03% +6 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 463 shares; 2026Q3: 425 shares 425 $127K 0.03% -38 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 476 shares; 2025Q1: 1,520 shares; 2025Q2: 1,496 shares; 2025Q3: 1,877 shares; 2025Q4: 1,993 shares; 2026Q1: not reported; 2026Q2: 2,160 shares; 2026Q3: 2,517 shares 2,517 $127K 0.03% +357 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 2,251 shares; 2026Q1: not reported; 2026Q2: 1,778 shares; 2026Q3: 1,780 shares 1,780 $127K 0.03% +2 Timeline TEVJF TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,133 shares 3,133 $124K 0.03% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,821 shares; 2025Q3: 100 shares; 2025Q4: 3,821 shares; 2026Q1: not reported; 2026Q2: 3,721 shares; 2026Q3: 3,721 shares 3,721 $123K 0.03% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,192 shares; 2025Q1: 3,205 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,360 shares; 2026Q1: not reported; 2026Q2: 2,178 shares; 2026Q3: 2,186 shares 2,186 $123K 0.03% +8 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: not reported; 2026Q2: 632 shares; 2026Q3: 3,225 shares 3,225 $118K 0.03% +2,593 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 2,742 shares; 2025Q3: not reported; 2025Q4: 2,815 shares; 2026Q1: not reported; 2026Q2: 2,397 shares; 2026Q3: 2,139 shares 2,139 $117K 0.03% -258 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: 783 shares; 2025Q1: 748 shares; 2025Q2: 865 shares; 2025Q3: 249 shares; 2025Q4: 724 shares; 2026Q1: not reported; 2026Q2: 540 shares; 2026Q3: 505 shares 505 $117K 0.03% -35 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 14,800 shares; 2026Q2: 14,800 shares; 2026Q3: 11,800 shares 11,800 $116K 0.03% -3,000 Timeline FNDX 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: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: not reported; 2025Q4: 1,145 shares; 2026Q1: not reported; 2026Q2: 3,555 shares; 2026Q3: 3,655 shares 3,655 $115K 0.03% +100 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 29 shares; 2025Q4: 135 shares; 2026Q1: not reported; 2026Q2: 259 shares; 2026Q3: 287 shares 287 $113K 0.03% +28 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 162 shares; 2025Q3: 70 shares; 2025Q4: 179 shares; 2026Q1: not reported; 2026Q2: 341 shares; 2026Q3: 2,453 shares 2,453 $113K 0.03% +2,112 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: 67 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 5 shares; 2025Q4: 456 shares; 2026Q1: not reported; 2026Q2: 460 shares; 2026Q3: 455 shares 455 $113K 0.03% -5 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: 2,235 shares; 2025Q1: 1,480 shares; 2025Q2: 1,484 shares; 2025Q3: 390 shares; 2025Q4: 1,524 shares; 2026Q1: not reported; 2026Q2: 1,961 shares; 2026Q3: 1,941 shares 1,941 $112K 0.03% -20 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,375 shares; 2025Q1: 1,167 shares; 2025Q2: 1,147 shares; 2025Q3: 1,221 shares; 2025Q4: 1,177 shares; 2026Q1: not reported; 2026Q2: 1,169 shares; 2026Q3: 1,238 shares 1,238 $111K 0.03% +69 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 72 shares; 2025Q2: 73 shares; 2025Q3: 44 shares; 2025Q4: 191 shares; 2026Q1: not reported; 2026Q2: 1,225 shares; 2026Q3: 1,410 shares 1,410 $111K 0.03% +185 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,780 shares; 2025Q3: 1,821 shares; 2025Q4: 2,045 shares; 2026Q1: not reported; 2026Q2: 1,769 shares; 2026Q3: 1,707 shares 1,707 $109K 0.03% -62 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 589 shares; 2025Q2: 639 shares; 2025Q3: not reported; 2025Q4: 967 shares; 2026Q1: not reported; 2026Q2: 396 shares; 2026Q3: 448 shares 448 $108K 0.03% +52 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 200 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $106K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 848 shares; 2025Q1: 696 shares; 2025Q2: 1,037 shares; 2025Q3: 713 shares; 2025Q4: 1,695 shares; 2026Q1: not reported; 2026Q2: 1,933 shares; 2026Q3: 2,075 shares 2,075 $106K 0.03% +142 Timeline SPTI 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: 2,891 shares; 2025Q1: 2,912 shares; 2025Q2: 2,885 shares; 2025Q3: not reported; 2025Q4: 3,564 shares; 2026Q1: not reported; 2026Q2: 3,681 shares; 2026Q3: 3,865 shares 3,865 $105K 0.03% +184 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 187 shares; 2025Q4: 632 shares; 2026Q1: not reported; 2026Q2: 2,514 shares; 2026Q3: 3,444 shares 3,444 $104K 0.03% +930 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares; 2026Q3: 589 shares 589 $104K 0.03% +523 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 157 shares; 2025Q3: not reported; 2025Q4: 1,179 shares; 2026Q1: not reported; 2026Q2: 1,179 shares; 2026Q3: 1,331 shares 1,331 $104K 0.03% +152 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,120 shares; 2025Q1: 1,056 shares; 2025Q2: 656 shares; 2025Q3: 346 shares; 2025Q4: 530 shares; 2026Q1: not reported; 2026Q2: 509 shares; 2026Q3: 545 shares 545 $104K 0.03% +36 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: 275 shares; 2025Q1: 301 shares; 2025Q2: 371 shares; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: not reported; 2026Q2: 373 shares; 2026Q3: 372 shares 372 $103K 0.03% -1 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 971 shares; 2025Q1: 1,234 shares; 2025Q2: 2,065 shares; 2025Q3: 1,334 shares; 2025Q4: 2,673 shares; 2026Q1: not reported; 2026Q2: 1,883 shares; 2026Q3: 1,812 shares 1,812 $103K 0.03% -71 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 175 shares; 2025Q2: 2,810 shares; 2025Q3: not reported; 2025Q4: 2,951 shares; 2026Q1: not reported; 2026Q2: 2,234 shares; 2026Q3: 2,026 shares 2,026 $102K 0.03% -208 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: not reported; 2026Q2: 343 shares; 2026Q3: 459 shares 459 $102K 0.03% +116 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: 302 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 39 shares; 2025Q4: 247 shares; 2026Q1: not reported; 2026Q2: 248 shares; 2026Q3: 236 shares 236 $102K 0.03% -12 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,513 shares; 2025Q1: 1,634 shares; 2025Q2: 1,718 shares; 2025Q3: 1,814 shares; 2025Q4: 2,490 shares; 2026Q1: not reported; 2026Q2: 3,035 shares; 2026Q3: 2,476 shares 2,476 $102K 0.03% -559 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,465 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: not reported; 2025Q4: 6,100 shares; 2026Q1: not reported; 2026Q2: 4,990 shares; 2026Q3: 4,990 shares 4,990 $100K 0.03% 0 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: 53 shares; 2025Q1: 53 shares; 2025Q2: 60 shares; 2025Q3: 66 shares; 2025Q4: 70 shares; 2026Q1: not reported; 2026Q2: 150 shares; 2026Q3: 148 shares 148 $99.9K 0.03% -2 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,123 shares; 2025Q1: 3,007 shares; 2025Q2: 1,306 shares; 2025Q3: 1,383 shares; 2025Q4: 1,492 shares; 2026Q1: not reported; 2026Q2: 1,514 shares; 2026Q3: 2,019 shares 2,019 $99.4K 0.03% +505 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: 1,155 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 232 shares; 2025Q4: 1,606 shares; 2026Q1: not reported; 2026Q2: 2,034 shares; 2026Q3: 2,118 shares 2,118 $98.5K 0.03% +84 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,505 shares; 2025Q1: 2,519 shares; 2025Q2: 2,580 shares; 2025Q3: 2,618 shares; 2025Q4: 3,154 shares; 2026Q1: not reported; 2026Q2: 5,510 shares; 2026Q3: 4,979 shares 4,979 $98.3K 0.03% -531 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,293 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares; 2025Q3: not reported; 2025Q4: 9,293 shares; 2026Q1: 10,393 shares; 2026Q2: 10,393 shares; 2026Q3: 10,393 shares 10,393 $97.7K 0.03% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 990 shares; 2025Q1: 771 shares; 2025Q2: 2,858 shares; 2025Q3: 1,380 shares; 2025Q4: 3,120 shares; 2026Q1: not reported; 2026Q2: 3,819 shares; 2026Q3: 3,725 shares 3,725 $96.5K 0.02% -94 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: 6,157 shares; 2025Q1: 5,850 shares; 2025Q2: 5,848 shares; 2025Q3: 6,047 shares; 2025Q4: 5,956 shares; 2026Q1: 5,598 shares; 2026Q2: 2,866 shares; 2026Q3: 517 shares 517 $95.1K 0.02% -2,349 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: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 2 shares; 2025Q4: 114 shares; 2026Q1: not reported; 2026Q2: 741 shares; 2026Q3: 616 shares 616 $94.7K 0.02% -125 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares; 2026Q3: 2,800 shares 2,800 $94.7K 0.02% 0 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: 441 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 112 shares; 2025Q4: 335 shares; 2026Q1: not reported; 2026Q2: 338 shares; 2026Q3: 971 shares 971 $94.1K 0.02% +633 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 343 shares; 2025Q2: 351 shares; 2025Q3: 299 shares; 2025Q4: 535 shares; 2026Q1: not reported; 2026Q2: 593 shares; 2026Q3: 509 shares 509 $93.6K 0.02% -84 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: not reported; 2026Q2: 1,135 shares; 2026Q3: 1,309 shares 1,309 $93K 0.02% +174 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: 3 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,390 shares; 2025Q4: 2,666 shares; 2026Q1: not reported; 2026Q2: 2,895 shares; 2026Q3: 2,892 shares 2,892 $93K 0.02% -3 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 1,856 shares; 2025Q3: 156 shares; 2025Q4: 1,925 shares; 2026Q1: not reported; 2026Q2: 2,165 shares; 2026Q3: 2,161 shares 2,161 $92K 0.02% -4 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: 48 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 60 shares; 2025Q4: 115 shares; 2026Q1: not reported; 2026Q2: 181 shares; 2026Q3: 176 shares 176 $92K 0.02% -5 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 4,100 shares; 2025Q4: 4,137 shares; 2026Q1: not reported; 2026Q2: 4,088 shares; 2026Q3: 4,124 shares 4,124 $91.7K 0.02% +36 Timeline NULG 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: 1,335 shares; 2025Q1: 1,188 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 905 shares; 2026Q1: not reported; 2026Q2: 805 shares; 2026Q3: 805 shares 805 $91.5K 0.02% 0 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: 134 shares; 2025Q1: 95 shares; 2025Q2: 69 shares; 2025Q3: 19 shares; 2025Q4: 181 shares; 2026Q1: not reported; 2026Q2: 732 shares; 2026Q3: 724 shares 724 $90.7K 0.02% -8 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,070 shares; 2025Q3: 124 shares; 2025Q4: 4,558 shares; 2026Q1: not reported; 2026Q2: 4,051 shares; 2026Q3: 3,787 shares 3,787 $89.1K 0.02% -264 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: 321 shares; 2025Q1: 350 shares; 2025Q2: 354 shares; 2025Q3: 259 shares; 2025Q4: 601 shares; 2026Q1: not reported; 2026Q2: 484 shares; 2026Q3: 384 shares 384 $88.8K 0.02% -100 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: 1,236 shares; 2025Q1: 1,164 shares; 2025Q2: 1,107 shares; 2025Q3: 97 shares; 2025Q4: 934 shares; 2026Q1: not reported; 2026Q2: 817 shares; 2026Q3: 882 shares 882 $87.1K 0.02% +65 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: 807 shares; 2025Q1: 813 shares; 2025Q2: 853 shares; 2025Q3: not reported; 2025Q4: 972 shares; 2026Q1: not reported; 2026Q2: 846 shares; 2026Q3: 852 shares 852 $87.1K 0.02% +6 Timeline XLB 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: 671 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 902 shares; 2025Q4: 1,797 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,766 shares 1,766 $86K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 305 shares; 2025Q3: 155 shares; 2025Q4: 330 shares; 2026Q1: not reported; 2026Q2: 227 shares; 2026Q3: 270 shares 270 $85.3K 0.02% +43 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: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 37 shares; 2025Q4: 187 shares; 2026Q1: not reported; 2026Q2: 412 shares; 2026Q3: 408 shares 408 $85.1K 0.02% -4 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 820 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 96 shares; 2025Q4: 326 shares; 2026Q1: not reported; 2026Q2: 524 shares; 2026Q3: 709 shares 709 $84.8K 0.02% +185 Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,519 shares; 2026Q3: 3,560 shares 3,560 $84.7K 0.02% +41 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 48 shares; 2025Q3: 18 shares; 2025Q4: 30 shares; 2026Q1: not reported; 2026Q2: 2,430 shares; 2026Q3: 2,580 shares 2,580 $84.1K 0.02% +150 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: 478 shares; 2025Q1: 474 shares; 2025Q2: 478 shares; 2025Q3: 155 shares; 2025Q4: 509 shares; 2026Q1: not reported; 2026Q2: 807 shares; 2026Q3: 536 shares 536 $84K 0.02% -271 Timeline NLR 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: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: 598 shares; 2026Q3: 811 shares 811 $83.9K 0.02% +213 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,285 shares; 2025Q3: 1,635 shares; 2025Q4: 2,285 shares; 2026Q1: not reported; 2026Q2: 1,861 shares; 2026Q3: 1,461 shares 1,461 $83.5K 0.02% -400 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: 239 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: not reported; 2026Q2: 270 shares; 2026Q3: 270 shares 270 $83.4K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,019 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: not reported; 2026Q2: 719 shares; 2026Q3: 717 shares 717 $83.2K 0.02% -2 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,959 shares; 2025Q1: 3,780 shares; 2025Q2: 3,760 shares; 2025Q3: 3,749 shares; 2025Q4: 3,823 shares; 2026Q1: not reported; 2026Q2: 3,375 shares; 2026Q3: 3,183 shares 3,183 $82.4K 0.02% -192 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 23 shares; 2026Q1: not reported; 2026Q2: 47 shares; 2026Q3: 40 shares 40 $82.4K 0.02% -7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 683 shares; 2025Q1: 807 shares; 2025Q2: 901 shares; 2025Q3: 821 shares; 2025Q4: 1,015 shares; 2026Q1: not reported; 2026Q2: 747 shares; 2026Q3: 578 shares 578 $82.4K 0.02% -169 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: 173 shares; 2025Q1: 290 shares; 2025Q2: 327 shares; 2025Q3: 321 shares; 2025Q4: 352 shares; 2026Q1: not reported; 2026Q2: 319 shares; 2026Q3: 246 shares 246 $81.6K 0.02% -73 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 24 shares; 2025Q3: 31 shares; 2025Q4: 35 shares; 2026Q1: not reported; 2026Q2: 37 shares; 2026Q3: 45 shares 45 $81.5K 0.02% +8 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162 shares; 2026Q1: not reported; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $81.3K 0.02% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 774 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: not reported; 2026Q2: 191 shares; 2026Q3: 965 shares 965 $80.8K 0.02% +774 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: 291 shares; 2025Q1: 289 shares; 2025Q2: 108 shares; 2025Q3: 2 shares; 2025Q4: 589 shares; 2026Q1: not reported; 2026Q2: 583 shares; 2026Q3: 585 shares 585 $80.5K 0.02% +2 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131 shares; 2025Q1: 355 shares; 2025Q2: 353 shares; 2025Q3: 611 shares; 2025Q4: 1,606 shares; 2026Q1: not reported; 2026Q2: 552 shares; 2026Q3: 709 shares 709 $80.1K 0.02% +157 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 267 shares; 2026Q1: not reported; 2026Q2: 810 shares; 2026Q3: 904 shares 904 $79.3K 0.02% +94 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,288 shares; 2025Q1: 6,142 shares; 2025Q2: 5,954 shares; 2025Q3: 5,275 shares; 2025Q4: 4,288 shares; 2026Q1: 3,994 shares; 2026Q2: 2,271 shares; 2026Q3: 967 shares 967 $78.5K 0.02% -1,304 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 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 117 shares; 2026Q1: not reported; 2026Q2: 252 shares; 2026Q3: 331 shares 331 $78.4K 0.02% +79 Timeline TRUT 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: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: not reported; 2026Q2: 1,309 shares; 2026Q3: 2,336 shares 2,336 $78.3K 0.02% +1,027 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: 287 shares; 2025Q1: 279 shares; 2025Q2: 198 shares; 2025Q3: 12 shares; 2025Q4: 225 shares; 2026Q1: not reported; 2026Q2: 470 shares; 2026Q3: 475 shares 475 $77.9K 0.02% +5 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,474 shares; 2025Q1: 3,480 shares; 2025Q2: 4,400 shares; 2025Q3: 2,647 shares; 2025Q4: 3,536 shares; 2026Q1: not reported; 2026Q2: 3,715 shares; 2026Q3: 3,795 shares 3,795 $77.5K 0.02% +80 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,362 shares; 2025Q1: 16,775 shares; 2025Q2: 15,919 shares; 2025Q3: 14,071 shares; 2025Q4: 11,143 shares; 2026Q1: 10,113 shares; 2026Q2: 5,388 shares; 2026Q3: 1,787 shares 1,787 $77.4K 0.02% -3,601 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 11 shares; 2025Q3: 72 shares; 2025Q4: 191 shares; 2026Q1: not reported; 2026Q2: 379 shares; 2026Q3: 169 shares 169 $76.8K 0.02% -210 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,002 shares; 2025Q3: 80 shares; 2025Q4: 1,332 shares; 2026Q1: not reported; 2026Q2: 1,995 shares; 2026Q3: 2,141 shares 2,141 $76.7K 0.02% +146 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 468 shares; 2025Q1: 536 shares; 2025Q2: 561 shares; 2025Q3: 591 shares; 2025Q4: 1,142 shares; 2026Q1: not reported; 2026Q2: 1,358 shares; 2026Q3: 1,063 shares 1,063 $76.4K 0.02% -295 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,439 shares; 2025Q1: 1,927 shares; 2025Q2: 2,329 shares; 2025Q3: 2,498 shares; 2025Q4: 2,956 shares; 2026Q1: not reported; 2026Q2: 1,847 shares; 2026Q3: 1,712 shares 1,712 $76K 0.02% -135 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 12 shares; 2025Q4: 49 shares; 2026Q1: not reported; 2026Q2: 80 shares; 2026Q3: 78 shares 78 $74.5K 0.02% -2 Timeline SMHX 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: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: not reported; 2026Q2: 783 shares; 2026Q3: 1,225 shares 1,225 $74.2K 0.02% +442 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: 5,289 shares; 2025Q1: 6,813 shares; 2025Q2: 1,475 shares; 2025Q3: 963 shares; 2025Q4: 581 shares; 2026Q1: not reported; 2026Q2: 497 shares; 2026Q3: 542 shares 542 $73.8K 0.02% +45 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,910 shares 2,910 $73.8K 0.02% new 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: 1,172 shares; 2025Q1: 1,303 shares; 2025Q2: 1,390 shares; 2025Q3: 876 shares; 2025Q4: 960 shares; 2026Q1: not reported; 2026Q2: 673 shares; 2026Q3: 505 shares 505 $73K 0.02% -168 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: 60 shares; 2025Q4: 205 shares; 2026Q1: not reported; 2026Q2: 644 shares; 2026Q3: 699 shares 699 $72.9K 0.02% +55 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 reported; 2026Q2: not reported; 2026Q3: 2,617 shares 2,617 $72.9K 0.02% new 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: 635 shares; 2025Q1: 594 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: not reported; 2026Q2: 707 shares; 2026Q3: 707 shares 707 $72.9K 0.02% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: not reported; 2026Q2: 426 shares; 2026Q3: 765 shares 765 $72.5K 0.02% +339 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 326 shares; 2025Q3: 161 shares; 2025Q4: 292 shares; 2026Q1: not reported; 2026Q2: 252 shares; 2026Q3: 226 shares 226 $72.4K 0.02% -26 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: not reported; 2026Q2: 2,918 shares; 2026Q3: 2,918 shares 2,918 $71.9K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,425 shares; 2025Q1: 5,069 shares; 2025Q2: 5,049 shares; 2025Q3: 3,339 shares; 2025Q4: 4,215 shares; 2026Q1: not reported; 2026Q2: 1,698 shares; 2026Q3: 2,311 shares 2,311 $71.5K 0.02% +613 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: not reported; 2026Q2: 932 shares; 2026Q3: 1,166 shares 1,166 $70.8K 0.02% +234 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 1,266 shares; 2026Q3: 1,266 shares 1,266 $70.7K 0.02% 0 Timeline SCHZ 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3,045 shares; 2025Q4: 3,087 shares; 2026Q1: not reported; 2026Q2: 3,141 shares; 2026Q3: 3,174 shares 3,174 $70.2K 0.02% +33 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 8 shares; 2025Q4: 33 shares; 2026Q1: not reported; 2026Q2: 166 shares; 2026Q3: 162 shares 162 $69.1K 0.02% -4 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 2,627 shares; 2026Q1: not reported; 2026Q2: 1,891 shares; 2026Q3: 1,891 shares 1,891 $68.1K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 458 shares; 2026Q1: not reported; 2026Q2: 917 shares; 2026Q3: 989 shares 989 $67.2K 0.02% +72 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 501 shares; 2025Q3: 185 shares; 2025Q4: 439 shares; 2026Q1: not reported; 2026Q2: 334 shares; 2026Q3: 389 shares 389 $67K 0.02% +55 Timeline DAX 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: 1,267 shares; 2025Q1: 1,239 shares; 2025Q2: 1,281 shares; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: not reported; 2026Q2: 1,490 shares; 2026Q3: 1,518 shares 1,518 $66.8K 0.02% +28 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: 102 shares; 2025Q1: 122 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 123 shares; 2026Q1: not reported; 2026Q2: 77 shares; 2026Q3: 78 shares 78 $66.6K 0.02% +1 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 39 shares; 2025Q4: 64 shares; 2026Q1: not reported; 2026Q2: 579 shares; 2026Q3: 605 shares 605 $66.4K 0.02% +26 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 37 shares; 2025Q4: 96 shares; 2026Q1: not reported; 2026Q2: 126 shares; 2026Q3: 115 shares 115 $65.4K 0.02% -11 Timeline EMLC 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: 1,147 shares; 2025Q1: 1,090 shares; 2025Q2: 1,785 shares; 2025Q3: 1,500 shares; 2025Q4: 1,558 shares; 2026Q1: not reported; 2026Q2: 2,736 shares; 2026Q3: 2,631 shares 2,631 $65.3K 0.02% -105 Timeline BMAR 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: not reported; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $65K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386 shares; 2025Q1: 354 shares; 2025Q2: 204 shares; 2025Q3: 2 shares; 2025Q4: 204 shares; 2026Q1: not reported; 2026Q2: 232 shares; 2026Q3: 226 shares 226 $65K 0.02% -6 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: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: not reported; 2026Q2: 625 shares; 2026Q3: 625 shares 625 $64.9K 0.02% 0 Timeline MOAT 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: 498 shares; 2025Q1: 469 shares; 2025Q2: 737 shares; 2025Q3: 489 shares; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 620 shares; 2026Q3: 613 shares 613 $64.8K 0.02% -7 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,643 shares; 2025Q1: 1,927 shares; 2025Q2: 2,002 shares; 2025Q3: 2,007 shares; 2025Q4: 2,060 shares; 2026Q1: not reported; 2026Q2: 2,967 shares; 2026Q3: 2,335 shares 2,335 $64.5K 0.02% -632 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: not reported; 2026Q2: 654 shares; 2026Q3: 654 shares 654 $63.8K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 378 shares; 2025Q1: 390 shares; 2025Q2: 360 shares; 2025Q3: 301 shares; 2025Q4: 749 shares; 2026Q1: not reported; 2026Q2: 1,395 shares; 2026Q3: 1,035 shares 1,035 $63.6K 0.02% -360 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: 1,400 shares; 2025Q1: 1,509 shares; 2025Q2: 1,944 shares; 2025Q3: 2,356 shares; 2025Q4: 2,429 shares; 2026Q1: not reported; 2026Q2: 2,110 shares; 2026Q3: 2,497 shares 2,497 $62.8K 0.02% +387 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: 191 shares; 2025Q1: 216 shares; 2025Q2: 225 shares; 2025Q3: 171 shares; 2025Q4: 243 shares; 2026Q1: not reported; 2026Q2: 279 shares; 2026Q3: 229 shares 229 $62.4K 0.02% -50 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 48 shares; 2025Q2: 5 shares; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 28 shares; 2026Q3: 115 shares 115 $61.9K 0.02% +87 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 202 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $61.7K 0.02% 0 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,050 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares; 2026Q1: not reported; 2026Q2: 1,362 shares; 2026Q3: 1,828 shares 1,828 $61.6K 0.02% +466 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 956 shares; 2025Q4: 943 shares; 2026Q1: not reported; 2026Q2: 1,438 shares; 2026Q3: 1,088 shares 1,088 $61.5K 0.02% -350 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,129 shares; 2025Q1: 881 shares; 2025Q2: 1,211 shares; 2025Q3: 1,384 shares; 2025Q4: 1,797 shares; 2026Q1: not reported; 2026Q2: 2,795 shares; 2026Q3: 2,534 shares 2,534 $61.5K 0.02% -261 Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,427 shares; 2025Q1: 6,427 shares; 2025Q2: 6,427 shares; 2025Q3: 6,441 shares; 2025Q4: 4,663 shares; 2026Q1: not reported; 2026Q2: 3,709 shares; 2026Q3: 3,256 shares 3,256 $61.2K 0.02% -453 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,990 shares; 2025Q1: 1,513 shares; 2025Q2: 1,532 shares; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: not reported; 2026Q2: 1,614 shares; 2026Q3: 1,635 shares 1,635 $61.2K 0.02% +21 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 524 shares; 2025Q1: 406 shares; 2025Q2: 559 shares; 2025Q3: 724 shares; 2025Q4: 971 shares; 2026Q1: not reported; 2026Q2: 1,284 shares; 2026Q3: 1,271 shares 1,271 $61.2K 0.02% -13 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,030 shares; 2025Q1: 2,460 shares; 2025Q2: 2,517 shares; 2025Q3: 2,816 shares; 2025Q4: 1,630 shares; 2026Q1: 1,945 shares; 2026Q2: 254 shares; 2026Q3: 274 shares 274 $60.9K 0.02% +20 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares; 2026Q3: 872 shares 872 $60.9K 0.02% -266 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 388 shares; 2025Q1: 447 shares; 2025Q2: 462 shares; 2025Q3: 476 shares; 2025Q4: 499 shares; 2026Q1: not reported; 2026Q2: 724 shares; 2026Q3: 633 shares 633 $60.6K 0.02% -91 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191 shares; 2025Q1: 170 shares; 2025Q2: 176 shares; 2025Q3: 181 shares; 2025Q4: 185 shares; 2026Q1: not reported; 2026Q2: 497 shares; 2026Q3: 374 shares 374 $60.3K 0.02% -123 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: 26 shares; 2025Q1: 22 shares; 2025Q2: 10 shares; 2025Q3: 19 shares; 2025Q4: 71 shares; 2026Q1: not reported; 2026Q2: 132 shares; 2026Q3: 126 shares 126 $59.8K 0.02% -6 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 474 shares; 2025Q2: 457 shares; 2025Q3: 558 shares; 2025Q4: 553 shares; 2026Q1: not reported; 2026Q2: 614 shares; 2026Q3: 597 shares 597 $59.8K 0.02% -17 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $59.7K 0.02% 0 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares; 2026Q1: 18,300 shares; 2026Q2: 18,300 shares; 2026Q3: 18,300 shares 18,300 $59.7K 0.02% 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: 433 shares; 2025Q1: 441 shares; 2025Q2: 340 shares; 2025Q3: 19 shares; 2025Q4: 412 shares; 2026Q1: not reported; 2026Q2: 467 shares; 2026Q3: 459 shares 459 $59.6K 0.02% -8 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS 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: 525 shares; 2026Q1: not reported; 2026Q2: 525 shares; 2026Q3: 1,025 shares 1,025 $59.5K 0.02% +500 Timeline BSEP 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: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: not reported; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $59.4K 0.02% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 161 shares; 2026Q1: not reported; 2026Q2: 628 shares; 2026Q3: 705 shares 705 $58.9K 0.02% +77 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 279 shares; 2025Q1: 520 shares; 2025Q2: 990 shares; 2025Q3: 639 shares; 2025Q4: 1,045 shares; 2026Q1: not reported; 2026Q2: 920 shares; 2026Q3: 937 shares 937 $58.8K 0.02% +17 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 139 shares; 2026Q1: not reported; 2026Q2: 772 shares; 2026Q3: 557 shares 557 $58.7K 0.02% -215 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 92 shares; 2025Q4: 93 shares; 2026Q1: not reported; 2026Q2: 1,767 shares; 2026Q3: 1,760 shares 1,760 $58.4K 0.02% -7 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 365 shares; 2025Q3: 174 shares; 2025Q4: 341 shares; 2026Q1: not reported; 2026Q2: 276 shares; 2026Q3: 267 shares 267 $58.3K 0.01% -9 Timeline SPMD 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: 90 shares; 2025Q1: 908 shares; 2025Q2: 868 shares; 2025Q3: 1,004 shares; 2025Q4: 1,232 shares; 2026Q1: not reported; 2026Q2: 910 shares; 2026Q3: 924 shares 924 $58.2K 0.01% +14 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: 173 shares; 2025Q1: 181 shares; 2025Q2: 231 shares; 2025Q3: 251 shares; 2025Q4: 297 shares; 2026Q1: not reported; 2026Q2: 308 shares; 2026Q3: 392 shares 392 $58.1K 0.01% +84 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: 412 shares; 2025Q1: 410 shares; 2025Q2: 390 shares; 2025Q3: 308 shares; 2025Q4: 323 shares; 2026Q1: not reported; 2026Q2: 94 shares; 2026Q3: 146 shares 146 $58K 0.01% +52 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 303 shares; 2025Q1: 236 shares; 2025Q2: 323 shares; 2025Q3: 364 shares; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 586 shares; 2026Q3: 584 shares 584 $58K 0.01% -2 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: not reported; 2026Q2: 1,463 shares; 2026Q3: 2,445 shares 2,445 $57.8K 0.01% +982 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 563 shares; 2025Q1: 577 shares; 2025Q2: 970 shares; 2025Q3: 641 shares; 2025Q4: 642 shares; 2026Q1: not reported; 2026Q2: 773 shares; 2026Q3: 914 shares 914 $57.7K 0.01% +141 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: 5 shares; 2025Q1: 4 shares; 2025Q2: 8 shares; 2025Q3: 13 shares; 2025Q4: 99 shares; 2026Q1: not reported; 2026Q2: 192 shares; 2026Q3: 162 shares 162 $57.6K 0.01% -30 Timeline IGLB 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: 378 shares; 2025Q3: 1,148 shares; 2025Q4: 1,259 shares; 2026Q1: not reported; 2026Q2: 1,280 shares; 2026Q3: 1,251 shares 1,251 $57.1K 0.01% -29 Timeline URA 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: 1,326 shares; 2025Q1: 1,288 shares; 2025Q2: 1,588 shares; 2025Q3: not reported; 2025Q4: 1,568 shares; 2026Q1: not reported; 2026Q2: 1,433 shares; 2026Q3: 1,433 shares 1,433 $57.1K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,702 shares; 2025Q1: 9,209 shares; 2025Q2: 9,627 shares; 2025Q3: 10,104 shares; 2025Q4: 9,898 shares; 2026Q1: not reported; 2026Q2: 832 shares; 2026Q3: 666 shares 666 $57K 0.01% -166 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: 31 shares; 2025Q1: 31 shares; 2025Q2: 25 shares; 2025Q3: 12 shares; 2025Q4: 55 shares; 2026Q1: not reported; 2026Q2: 104 shares; 2026Q3: 112 shares 112 $56.8K 0.01% +8 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: not reported; 2026Q2: 1,316 shares; 2026Q3: 1,316 shares 1,316 $56.1K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,275 shares; 2025Q1: 1,242 shares; 2025Q2: 607 shares; 2025Q3: 164 shares; 2025Q4: 414 shares; 2026Q1: not reported; 2026Q2: 363 shares; 2026Q3: 431 shares 431 $56.1K 0.01% +68 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 156 shares; 2025Q2: 163 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: not reported; 2026Q2: 201 shares; 2026Q3: 150 shares 150 $56K 0.01% -51 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: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 201 shares; 2026Q3: 202 shares 202 $55.9K 0.01% +1 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: 235 shares; 2025Q1: 130 shares; 2025Q2: 188 shares; 2025Q3: 126 shares; 2025Q4: 227 shares; 2026Q1: not reported; 2026Q2: 734 shares; 2026Q3: 798 shares 798 $55.9K 0.01% +64 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 29 shares; 2025Q4: 104 shares; 2026Q1: not reported; 2026Q2: 887 shares; 2026Q3: 1,103 shares 1,103 $55.8K 0.01% +216 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: not reported; 2026Q2: 385 shares; 2026Q3: 427 shares 427 $54.7K 0.01% +42 Timeline ANGU SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,138 shares 2,138 $54.1K 0.01% new Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117 shares; 2025Q1: 140 shares; 2025Q2: 143 shares; 2025Q3: 161 shares; 2025Q4: 156 shares; 2026Q1: not reported; 2026Q2: 186 shares; 2026Q3: 143 shares 143 $54K 0.01% -43 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: not reported; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $54K 0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 941 shares; 2026Q3: 1,439 shares 1,439 $53.8K 0.01% +498 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,173 shares; 2025Q1: 4,789 shares; 2025Q2: 5,616 shares; 2025Q3: 4,498 shares; 2025Q4: 1,695 shares; 2026Q1: not reported; 2026Q2: 2,402 shares; 2026Q3: 1,187 shares 1,187 $53.6K 0.01% -1,215 Timeline LMUB 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 reported; 2026Q2: 1,429 shares; 2026Q3: 1,152 shares 1,152 $53.6K 0.01% -277 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 244 shares; 2025Q3: 260 shares; 2025Q4: 1,253 shares; 2026Q1: not reported; 2026Q2: 993 shares; 2026Q3: 1,097 shares 1,097 $53.4K 0.01% +104 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,475 shares; 2025Q3: not reported; 2025Q4: 1,475 shares; 2026Q1: not reported; 2026Q2: 1,275 shares; 2026Q3: 1,275 shares 1,275 $53.3K 0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $53K 0.01% 0 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: 329 shares; 2025Q1: 132 shares; 2025Q2: 232 shares; 2025Q3: 102 shares; 2025Q4: 210 shares; 2026Q1: not reported; 2026Q2: 272 shares; 2026Q3: 284 shares 284 $52.8K 0.01% +12 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: 253 shares; 2025Q1: 225 shares; 2025Q2: 212 shares; 2025Q3: 1 shares; 2025Q4: 218 shares; 2026Q1: not reported; 2026Q2: 189 shares; 2026Q3: 204 shares 204 $52.7K 0.01% +15 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 reported; 2026Q2: 358 shares; 2026Q3: 250 shares 250 $52.7K 0.01% -108 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 55 shares; 2025Q2: 79 shares; 2025Q3: 93 shares; 2025Q4: 109 shares; 2026Q1: not reported; 2026Q2: 135 shares; 2026Q3: 151 shares 151 $52.4K 0.01% +16 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,147 shares; 2025Q1: 2,632 shares; 2025Q2: 2,929 shares; 2025Q3: 1,862 shares; 2025Q4: 3,037 shares; 2026Q1: not reported; 2026Q2: 3,059 shares; 2026Q3: 2,833 shares 2,833 $52.3K 0.01% -226 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250 $52.2K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 17 shares; 2025Q4: 64 shares; 2026Q1: not reported; 2026Q2: 162 shares; 2026Q3: 161 shares 161 $52K 0.01% -1 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: 127 shares; 2025Q1: 127 shares; 2025Q2: 16 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: not reported; 2026Q2: 164 shares; 2026Q3: 666 shares 666 $51.7K 0.01% +502 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: not reported; 2026Q2: 746 shares; 2026Q3: 811 shares 811 $51.7K 0.01% +65 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 347 shares; 2025Q3: 26 shares; 2025Q4: 339 shares; 2026Q1: not reported; 2026Q2: 528 shares; 2026Q3: 784 shares 784 $51.2K 0.01% +256 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 46 shares; 2025Q4: 255 shares; 2026Q1: not reported; 2026Q2: 578 shares; 2026Q3: 557 shares 557 $51.2K 0.01% -21 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 739 shares 739 $51.2K 0.01% new Timeline VBK 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: 104 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 98 shares; 2025Q4: 239 shares; 2026Q1: not reported; 2026Q2: 203 shares; 2026Q3: 151 shares 151 $51K 0.01% -52 Timeline