XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 141,017 shares; 2025Q4: 297,741 shares; 2026Q1: 403,041 shares; 2026Q2: 456,134 shares; 2026Q3: 548,313 shares 548,313 $25.6M 3.18% +92,179 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,777 shares; 2025Q1: 430,796 shares; 2025Q2: 671,089 shares; 2025Q3: 891,356 shares; 2025Q4: 1,037,972 shares; 2026Q1: 1,168,992 shares; 2026Q2: 1,260,363 shares; 2026Q3: 1,326,319 shares 1,326,319 $21.4M 2.66% +65,956 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,217,286 shares; 2025Q1: 1,248,721 shares; 2025Q2: 1,231,957 shares; 2025Q3: 1,248,132 shares; 2025Q4: 1,286,283 shares; 2026Q1: 1,310,877 shares; 2026Q2: 1,335,960 shares; 2026Q3: 1,351,959 shares 1,351,959 $21.3M 2.65% +15,999 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: 72,682 shares; 2025Q1: 69,645 shares; 2025Q2: 65,463 shares; 2025Q3: 66,484 shares; 2025Q4: 66,884 shares; 2026Q1: 65,465 shares; 2026Q2: 65,355 shares; 2026Q3: 63,883 shares 63,883 $21.3M 2.64% -1,472 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: 44,669 shares; 2025Q1: 43,063 shares; 2025Q2: 41,799 shares; 2025Q3: 41,310 shares; 2025Q4: 41,016 shares; 2026Q1: 39,098 shares; 2026Q2: 37,945 shares; 2026Q3: 36,538 shares 36,538 $20.8M 2.58% -1,407 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 249,735 shares; 2025Q1: 291,149 shares; 2025Q2: 320,003 shares; 2025Q3: 370,924 shares; 2025Q4: 414,853 shares; 2026Q1: 428,189 shares; 2026Q2: 444,243 shares; 2026Q3: 458,245 shares 458,245 $20.6M 2.56% +14,002 Timeline FTSL 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: 274,218 shares; 2025Q1: 322,679 shares; 2025Q2: 356,598 shares; 2025Q3: 410,767 shares; 2025Q4: 448,171 shares; 2026Q1: 443,345 shares; 2026Q2: 439,221 shares; 2026Q3: 455,620 shares 455,620 $20.3M 2.52% +16,399 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: 38,111 shares; 2025Q1: 37,933 shares; 2025Q2: 36,147 shares; 2025Q3: 35,041 shares; 2025Q4: 35,549 shares; 2026Q1: 35,361 shares; 2026Q2: 35,601 shares; 2026Q3: 35,528 shares 35,528 $18.2M 2.26% -73 Timeline SCIO 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: 112,194 shares; 2026Q1: 455,240 shares; 2026Q2: 657,747 shares; 2026Q3: 908,677 shares 908,677 $18.1M 2.25% +250,930 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: 65,641 shares; 2025Q1: 65,408 shares; 2025Q2: 64,267 shares; 2025Q3: 62,064 shares; 2025Q4: 58,099 shares; 2026Q1: 55,394 shares; 2026Q2: 54,157 shares; 2026Q3: 52,339 shares 52,339 $18M 2.24% -1,818 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: 101,360 shares; 2025Q1: 87,995 shares; 2025Q2: 75,727 shares; 2025Q3: 63,181 shares; 2025Q4: 59,384 shares; 2026Q1: 52,386 shares; 2026Q2: 50,676 shares; 2026Q3: 49,431 shares 49,431 $17.4M 2.16% -1,245 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,342 shares; 2025Q1: 212,424 shares; 2025Q2: 363,105 shares; 2025Q3: 503,896 shares; 2025Q4: 608,905 shares; 2026Q1: 722,194 shares; 2026Q2: 791,608 shares; 2026Q3: 877,588 shares 877,588 $17.2M 2.13% +85,980 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,064,744 shares; 2025Q1: 1,100,000 shares; 2025Q2: 1,075,510 shares; 2025Q3: 1,043,662 shares; 2025Q4: 1,021,027 shares; 2026Q1: 961,430 shares; 2026Q2: 951,103 shares; 2026Q3: 849,399 shares 849,399 $15.5M 1.92% -101,704 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: 75,538 shares; 2025Q1: 76,802 shares; 2025Q2: 77,324 shares; 2025Q3: 75,235 shares; 2025Q4: 76,962 shares; 2026Q1: 75,518 shares; 2026Q2: 75,864 shares; 2026Q3: 74,759 shares 74,759 $15.3M 1.9% -1,105 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: 20,275 shares; 2025Q1: 19,757 shares; 2025Q2: 19,436 shares; 2025Q3: 19,630 shares; 2025Q4: 20,194 shares; 2026Q1: 20,052 shares; 2026Q2: 20,028 shares; 2026Q3: 19,931 shares 19,931 $14.7M 1.83% -97 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: 22,691 shares; 2025Q1: 22,555 shares; 2025Q2: 22,223 shares; 2025Q3: 22,225 shares; 2025Q4: 21,540 shares; 2026Q1: 20,359 shares; 2026Q2: 19,418 shares; 2026Q3: 18,128 shares 18,128 $14.7M 1.83% -1,290 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,849 shares; 2025Q1: 94,898 shares; 2025Q2: 92,290 shares; 2025Q3: 91,497 shares; 2025Q4: 92,270 shares; 2026Q1: 90,881 shares; 2026Q2: 90,826 shares; 2026Q3: 89,953 shares 89,953 $14.6M 1.81% -873 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: 201,096 shares; 2025Q1: 197,821 shares; 2025Q2: 191,568 shares; 2025Q3: 197,716 shares; 2025Q4: 201,880 shares; 2026Q1: 200,261 shares; 2026Q2: 197,383 shares; 2026Q3: 198,310 shares 198,310 $14.3M 1.77% +927 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: 52,700 shares; 2025Q1: 51,530 shares; 2025Q2: 50,321 shares; 2025Q3: 47,839 shares; 2025Q4: 48,010 shares; 2026Q1: 48,764 shares; 2026Q2: 49,388 shares; 2026Q3: 48,393 shares 48,393 $12.7M 1.57% -995 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 300,440 shares; 2026Q3: 298,744 shares 298,744 $12.5M 1.56% -1,696 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: 14,077 shares; 2025Q1: 13,638 shares; 2025Q2: 12,877 shares; 2025Q3: 12,876 shares; 2025Q4: 13,110 shares; 2026Q1: 12,926 shares; 2026Q2: 12,971 shares; 2026Q3: 12,874 shares 12,874 $11.7M 1.46% -97 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: 421,063 shares; 2025Q1: 405,712 shares; 2025Q2: 385,773 shares; 2025Q3: 397,780 shares; 2025Q4: 415,357 shares; 2026Q1: 428,888 shares; 2026Q2: 429,656 shares; 2026Q3: 424,527 shares 424,527 $11.7M 1.45% -5,129 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: 38,003 shares; 2025Q1: 37,150 shares; 2025Q2: 36,066 shares; 2025Q3: 33,800 shares; 2025Q4: 33,926 shares; 2026Q1: 33,992 shares; 2026Q2: 34,260 shares; 2026Q3: 34,107 shares 34,107 $11.3M 1.4% -153 Timeline WCMI 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: 509,699 shares; 2025Q3: 533,772 shares; 2025Q4: 557,128 shares; 2026Q1: 585,179 shares; 2026Q2: 587,422 shares; 2026Q3: 587,124 shares 587,124 $11.2M 1.39% -298 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,858 shares; 2025Q1: 109,663 shares; 2025Q2: 128,798 shares; 2025Q3: 147,203 shares; 2025Q4: 142,790 shares; 2026Q1: 141,580 shares; 2026Q2: 135,187 shares; 2026Q3: 139,603 shares 139,603 $10.5M 1.31% +4,416 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,840 shares; 2026Q1: 59,995 shares; 2026Q2: 61,096 shares; 2026Q3: 61,439 shares 61,439 $10.3M 1.29% +343 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: 16,137 shares; 2025Q1: 15,944 shares; 2025Q2: 15,307 shares; 2025Q3: 15,619 shares; 2025Q4: 15,833 shares; 2026Q1: 15,514 shares; 2026Q2: 15,485 shares; 2026Q3: 15,260 shares 15,260 $10.2M 1.27% -225 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: 41,477 shares; 2025Q1: 41,689 shares; 2025Q2: 39,123 shares; 2025Q3: 38,066 shares; 2025Q4: 39,492 shares; 2026Q1: 40,610 shares; 2026Q2: 40,661 shares; 2026Q3: 40,643 shares 40,643 $10.1M 1.26% -18 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295,451 shares; 2025Q1: 301,229 shares; 2025Q2: 291,310 shares; 2025Q3: 270,010 shares; 2025Q4: 272,776 shares; 2026Q1: 282,526 shares; 2026Q2: 286,685 shares; 2026Q3: 284,178 shares 284,178 $10.1M 1.25% -2,507 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: 12,859 shares; 2025Q1: 11,919 shares; 2025Q2: 11,113 shares; 2025Q3: 11,697 shares; 2025Q4: 12,361 shares; 2026Q1: 10,973 shares; 2026Q2: 43,475 shares; 2026Q3: 42,729 shares 42,729 $9.76M 1.21% -746 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: 58,841 shares 58,841 $9.58M 1.19% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,957 shares; 2025Q1: 173,890 shares; 2025Q2: 168,442 shares; 2025Q3: 172,956 shares; 2025Q4: 177,408 shares; 2026Q1: 178,297 shares; 2026Q2: 179,380 shares; 2026Q3: 185,185 shares 185,185 $9.16M 1.14% +5,805 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: 19,343 shares; 2025Q1: 20,199 shares; 2025Q2: 17,816 shares; 2025Q3: 19,222 shares; 2025Q4: 44,401 shares; 2026Q1: 46,935 shares; 2026Q2: 48,138 shares; 2026Q3: 46,754 shares 46,754 $9.15M 1.14% -1,384 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: 99,692 shares; 2025Q1: 96,142 shares; 2025Q2: 87,981 shares; 2025Q3: 86,145 shares; 2025Q4: 86,336 shares; 2026Q1: 85,760 shares; 2026Q2: 85,700 shares; 2026Q3: 85,860 shares 85,860 $8.92M 1.11% +160 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: 58,091 shares; 2025Q1: 57,709 shares; 2025Q2: 57,352 shares; 2025Q3: 59,548 shares; 2025Q4: 60,133 shares; 2026Q1: 61,607 shares; 2026Q2: 62,094 shares; 2026Q3: 61,472 shares 61,472 $8.86M 1.1% -622 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,160 shares; 2025Q1: 78,368 shares; 2025Q2: 75,412 shares; 2025Q3: 75,786 shares; 2025Q4: 76,874 shares; 2026Q1: 75,934 shares; 2026Q2: 75,285 shares; 2026Q3: 74,604 shares 74,604 $8.64M 1.07% -681 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: 22,691 shares; 2025Q1: 23,078 shares; 2025Q2: 22,481 shares; 2025Q3: 23,848 shares; 2025Q4: 24,302 shares; 2026Q1: 24,259 shares; 2026Q2: 23,314 shares; 2026Q3: 22,846 shares 22,846 $8.55M 1.06% -468 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: 18,618 shares; 2025Q1: 18,442 shares; 2025Q2: 17,988 shares; 2025Q3: 18,363 shares; 2025Q4: 19,058 shares; 2026Q1: 19,702 shares; 2026Q2: 20,071 shares; 2026Q3: 20,059 shares 20,059 $8.45M 1.05% -12 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,819 shares; 2025Q1: 49,080 shares; 2025Q2: 48,065 shares; 2025Q3: 48,528 shares; 2025Q4: 49,998 shares; 2026Q1: 50,882 shares; 2026Q2: 51,700 shares; 2026Q3: 51,924 shares 51,924 $8.05M 1% +224 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,412 shares; 2025Q1: 132,468 shares; 2025Q2: 132,870 shares; 2025Q3: 137,270 shares; 2025Q4: 140,679 shares; 2026Q1: 145,594 shares; 2026Q2: 148,059 shares; 2026Q3: 148,689 shares 148,689 $8.02M 1% +630 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,062 shares; 2025Q1: 208,936 shares; 2025Q2: 202,011 shares; 2025Q3: 205,718 shares; 2025Q4: 204,289 shares; 2026Q1: 197,043 shares; 2026Q2: 196,298 shares; 2026Q3: 197,192 shares 197,192 $8M 0.99% +894 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,152 shares; 2025Q1: 17,122 shares; 2025Q2: 15,790 shares; 2025Q3: 15,887 shares; 2025Q4: 16,250 shares; 2026Q1: 16,139 shares; 2026Q2: 16,315 shares; 2026Q3: 16,401 shares 16,401 $7.93M 0.98% +86 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,465 shares; 2025Q1: 45,989 shares; 2025Q2: 44,609 shares; 2025Q3: 41,516 shares; 2025Q4: 41,892 shares; 2026Q1: 43,211 shares; 2026Q2: 43,739 shares; 2026Q3: 43,406 shares 43,406 $7.62M 0.95% -333 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,794 shares; 2025Q1: 64,834 shares; 2025Q2: 61,440 shares; 2025Q3: 56,890 shares; 2025Q4: 58,130 shares; 2026Q1: 62,660 shares; 2026Q2: 64,487 shares; 2026Q3: 64,805 shares 64,805 $7.53M 0.94% +318 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: 34,833 shares; 2025Q1: 35,452 shares; 2025Q2: 35,836 shares; 2025Q3: 36,671 shares; 2025Q4: 37,535 shares; 2026Q1: 39,314 shares; 2026Q2: 39,950 shares; 2026Q3: 39,879 shares 39,879 $7.5M 0.93% -71 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: 55,842 shares; 2025Q1: 52,789 shares; 2025Q2: 49,452 shares; 2025Q3: 48,974 shares; 2025Q4: 48,916 shares; 2026Q1: 48,904 shares; 2026Q2: 49,570 shares; 2026Q3: 49,367 shares 49,367 $7.36M 0.91% -203 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: 559 shares; 2025Q1: 755 shares; 2025Q2: 574 shares; 2025Q3: 655 shares; 2025Q4: 9,958 shares; 2026Q1: 10,201 shares; 2026Q2: 10,255 shares; 2026Q3: 10,054 shares 10,054 $7.29M 0.91% -201 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: 112,998 shares; 2025Q1: 112,475 shares; 2025Q2: 119,347 shares; 2025Q3: 126,097 shares; 2025Q4: 135,936 shares; 2026Q1: 135,179 shares; 2026Q2: 134,449 shares; 2026Q3: 134,722 shares 134,722 $6.9M 0.86% +273 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,240 shares; 2025Q4: 42,240 shares; 2026Q1: 43,228 shares; 2026Q2: 43,763 shares; 2026Q3: 43,805 shares 43,805 $6.64M 0.82% +42 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: 28,917 shares; 2025Q1: 28,959 shares; 2025Q2: 28,229 shares; 2025Q3: 26,741 shares; 2025Q4: 27,193 shares; 2026Q1: 28,472 shares; 2026Q2: 29,221 shares; 2026Q3: 29,806 shares 29,806 $6.56M 0.81% +585 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: 40,751 shares; 2025Q1: 40,264 shares; 2025Q2: 60,506 shares; 2025Q3: 64,885 shares; 2025Q4: 69,690 shares; 2026Q1: 70,091 shares; 2026Q2: 68,890 shares; 2026Q3: 67,180 shares 67,180 $6.51M 0.81% -1,710 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: 2,929 shares; 2025Q1: 2,945 shares; 2025Q2: 2,958 shares; 2025Q3: 2,982 shares; 2025Q4: 3,131 shares; 2026Q1: 2,939 shares; 2026Q2: 2,935 shares; 2026Q3: 5,600 shares 5,600 $6.48M 0.8% +2,665 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,630 shares; 2025Q1: 82,691 shares; 2025Q2: 82,606 shares; 2025Q3: 86,219 shares; 2025Q4: 89,748 shares; 2026Q1: 92,838 shares; 2026Q2: 94,096 shares; 2026Q3: 93,907 shares 93,907 $6.41M 0.8% -189 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,854 shares; 2025Q1: 4,826 shares; 2025Q2: 70,254 shares; 2025Q3: 70,654 shares; 2025Q4: 71,670 shares; 2026Q1: 72,420 shares; 2026Q2: 73,077 shares; 2026Q3: 73,835 shares 73,835 $6.31M 0.78% +758 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,099 shares; 2026Q1: 28,456 shares; 2026Q2: 28,938 shares; 2026Q3: 29,155 shares 29,155 $5.63M 0.7% +217 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,330 shares; 2026Q3: 89,716 shares 89,716 $5.43M 0.67% +386 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,089 shares; 2026Q2: 47,824 shares; 2026Q3: 46,865 shares 46,865 $5.34M 0.66% -959 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: 72,452 shares; 2025Q1: 70,228 shares; 2025Q2: 66,076 shares; 2025Q3: 60,671 shares; 2025Q4: 60,608 shares; 2026Q1: 61,772 shares; 2026Q2: 62,852 shares; 2026Q3: 63,488 shares 63,488 $5.26M 0.65% +636 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: 18,113 shares; 2025Q1: 17,241 shares; 2025Q2: 17,024 shares; 2025Q3: 16,314 shares; 2025Q4: 16,750 shares; 2026Q1: 16,860 shares; 2026Q2: 17,094 shares; 2026Q3: 17,087 shares 17,087 $4.86M 0.6% -7 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 56,371 shares; 2026Q3: 56,503 shares 56,503 $4.79M 0.6% +132 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: 163,694 shares; 2025Q1: 164,890 shares; 2025Q2: 182,743 shares; 2025Q3: 199,024 shares; 2025Q4: 214,481 shares; 2026Q1: 214,352 shares; 2026Q2: 215,293 shares; 2026Q3: 218,708 shares 218,708 $4.78M 0.59% +3,415 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,234 shares; 2025Q1: 67,958 shares; 2025Q2: 66,826 shares; 2025Q3: 62,008 shares; 2025Q4: 64,541 shares; 2026Q1: 67,463 shares; 2026Q2: 69,260 shares; 2026Q3: 69,959 shares 69,959 $4.71M 0.59% +699 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,344 shares; 2026Q1: 68,270 shares; 2026Q2: 69,673 shares; 2026Q3: 70,731 shares 70,731 $4.51M 0.56% +1,058 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: 35,467 shares; 2025Q1: 35,444 shares; 2025Q2: 36,609 shares; 2025Q3: 34,552 shares; 2025Q4: 34,843 shares; 2026Q1: 35,499 shares; 2026Q2: 35,684 shares; 2026Q3: 35,223 shares 35,223 $4.46M 0.55% -461 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,261 shares; 2025Q1: 45,298 shares; 2025Q2: 44,472 shares; 2025Q3: 44,054 shares; 2025Q4: 44,658 shares; 2026Q1: 44,942 shares; 2026Q2: 45,104 shares; 2026Q3: 31,159 shares 31,159 $4.26M 0.53% -13,945 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 79,960 shares; 2026Q2: 101,409 shares; 2026Q3: 100,220 shares 100,220 $4.18M 0.52% -1,189 Timeline VGSH 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: 62,361 shares; 2025Q1: 62,519 shares; 2025Q2: 69,791 shares; 2025Q3: 75,244 shares; 2025Q4: 70,988 shares; 2026Q1: 71,749 shares; 2026Q2: 71,252 shares; 2026Q3: 72,228 shares 72,228 $4.16M 0.52% +976 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,893 shares; 2025Q1: 15,006 shares; 2025Q2: 8,209 shares; 2025Q3: 8,648 shares; 2025Q4: 11,091 shares; 2026Q1: 11,302 shares; 2026Q2: 10,997 shares; 2026Q3: 10,747 shares 10,747 $4.11M 0.51% -250 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 84,392 shares; 2026Q2: 86,440 shares; 2026Q3: 86,714 shares 86,714 $4.08M 0.51% +274 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,166 shares; 2026Q3: 42,541 shares 42,541 $4.01M 0.5% +375 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: 7,646 shares; 2025Q1: 7,861 shares; 2025Q2: 8,095 shares; 2025Q3: 8,060 shares; 2025Q4: 7,774 shares; 2026Q1: 7,925 shares; 2026Q2: 7,866 shares; 2026Q3: 7,880 shares 7,880 $3.92M 0.49% +14 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 214,793 shares; 2025Q1: 214,793 shares; 2025Q2: 214,793 shares; 2025Q3: 99,567 shares; 2025Q4: 99,567 shares; 2026Q1: 99,567 shares; 2026Q2: 99,567 shares; 2026Q3: 99,567 shares 99,567 $3.63M 0.45% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,752 shares; 2026Q2: 81,816 shares; 2026Q3: 82,277 shares 82,277 $3.51M 0.44% +461 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL 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: 27,661 shares; 2026Q2: 28,130 shares; 2026Q3: 27,570 shares 27,570 $3.49M 0.43% -560 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,534 shares; 2025Q1: 10,524 shares; 2025Q2: 10,343 shares; 2025Q3: 10,675 shares; 2025Q4: 10,438 shares; 2026Q1: 10,816 shares; 2026Q2: 11,068 shares; 2026Q3: 11,296 shares 11,296 $3.19M 0.4% +228 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,873 shares; 2026Q2: 29,555 shares; 2026Q3: 29,822 shares 29,822 $2.79M 0.35% +267 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,154 shares; 2026Q3: 38,378 shares 38,378 $2.67M 0.33% -776 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: 36,769 shares; 2025Q1: 44,986 shares; 2025Q2: 40,233 shares; 2025Q3: 45,152 shares; 2025Q4: 52,980 shares; 2026Q1: 58,936 shares; 2026Q2: not reported; 2026Q3: 49,462 shares 49,462 $2.64M 0.33% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,182 shares; 2026Q1: 31,803 shares; 2026Q2: 31,278 shares; 2026Q3: 30,551 shares 30,551 $2.49M 0.31% -727 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: 10,569 shares; 2025Q1: 15,759 shares; 2025Q2: 15,318 shares; 2025Q3: 14,701 shares; 2025Q4: 14,703 shares; 2026Q1: 15,075 shares; 2026Q2: 6,278 shares; 2026Q3: 6,192 shares 6,192 $2.44M 0.3% -86 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: 3,055 shares; 2025Q1: 2,727 shares; 2025Q2: 2,605 shares; 2025Q3: 2,532 shares; 2025Q4: 3,335 shares; 2026Q1: 4,803 shares; 2026Q2: 4,621 shares; 2026Q3: 3,100 shares 3,100 $2.37M 0.29% -1,521 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,462 shares; 2025Q1: 28,570 shares; 2025Q2: 32,039 shares; 2025Q3: 35,673 shares; 2025Q4: 39,760 shares; 2026Q1: 42,552 shares; 2026Q2: 43,788 shares; 2026Q3: 45,135 shares 45,135 $2.27M 0.28% +1,347 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: not reported; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 2,395 shares; 2025Q4: 4,520 shares; 2026Q1: 4,472 shares; 2026Q2: 26,097 shares; 2026Q3: 25,183 shares 25,183 $2.27M 0.28% -914 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,977 shares; 2025Q1: 9,397 shares; 2025Q2: 9,270 shares; 2025Q3: 13,765 shares; 2025Q4: 16,165 shares; 2026Q1: 19,261 shares; 2026Q2: 19,960 shares; 2026Q3: 12,391 shares 12,391 $2.07M 0.26% -7,569 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: 14,429 shares; 2025Q1: 12,987 shares; 2025Q2: 13,104 shares; 2025Q3: 2,866 shares; 2025Q4: not reported; 2026Q1: 31,513 shares; 2026Q2: 32,409 shares; 2026Q3: 30,907 shares 30,907 $1.9M 0.24% -1,502 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: 7,068 shares; 2025Q1: 7,361 shares; 2025Q2: 6,446 shares; 2025Q3: 6,880 shares; 2025Q4: 6,614 shares; 2026Q1: 5,916 shares; 2026Q2: 5,916 shares; 2026Q3: 5,539 shares 5,539 $1.89M 0.23% -377 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: 3,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,088 shares; 2026Q2: 32,480 shares; 2026Q3: 36,375 shares 36,375 $1.77M 0.22% +3,895 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: 3,033 shares; 2025Q1: 2,683 shares; 2025Q2: 2,840 shares; 2025Q3: 2,737 shares; 2025Q4: 2,713 shares; 2026Q1: 2,564 shares; 2026Q2: 2,541 shares; 2026Q3: 2,189 shares 2,189 $1.67M 0.21% -352 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: 609 shares; 2025Q1: not reported; 2025Q2: 1,643 shares; 2025Q3: 2,821 shares; 2025Q4: 3,393 shares; 2026Q1: 3,607 shares; 2026Q2: 12,457 shares; 2026Q3: 12,457 shares 12,457 $1.56M 0.19% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 1,655 shares; 2025Q3: 2,095 shares; 2025Q4: 2,227 shares; 2026Q1: 2,379 shares; 2026Q2: 2,359 shares; 2026Q3: 2,359 shares 2,359 $1.55M 0.19% 0 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: 6,579 shares; 2025Q1: 6,379 shares; 2025Q2: 6,379 shares; 2025Q3: 3,695 shares; 2025Q4: 3,649 shares; 2026Q1: 3,394 shares; 2026Q2: 3,280 shares; 2026Q3: 3,280 shares 3,280 $1.41M 0.18% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: not reported; 2026Q3: 26,059 shares 26,059 $1.23M 0.15% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,726 shares 29,726 $1.22M 0.15% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,992 shares; 2026Q3: 12,827 shares 12,827 $1.03M 0.13% +835 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: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 1,757 shares; 2025Q4: 3,008 shares; 2026Q1: 2,255 shares; 2026Q2: 10,565 shares; 2026Q3: 10,565 shares 10,565 $979K 0.12% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,406 shares 3,406 $943K 0.12% new 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: 3,685 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares; 2026Q3: 1,800 shares 1,800 $917K 0.11% -31 Timeline FDN 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: 4,670 shares; 2025Q1: 4,667 shares; 2025Q2: 4,497 shares; 2025Q3: 4,252 shares; 2025Q4: 4,252 shares; 2026Q1: 3,145 shares; 2026Q2: 3,085 shares; 2026Q3: 3,085 shares 3,085 $890K 0.11% 0 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: 14,491 shares; 2025Q1: 14,917 shares; 2025Q2: 14,477 shares; 2025Q3: 14,059 shares; 2025Q4: 14,451 shares; 2026Q1: 13,821 shares; 2026Q2: 1,691 shares; 2026Q3: 1,611 shares 1,611 $888K 0.11% -80 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: not reported; 2025Q1: 17,201 shares; 2025Q2: 17,201 shares; 2025Q3: 17,201 shares; 2025Q4: 17,201 shares; 2026Q1: 17,201 shares; 2026Q2: 17,201 shares; 2026Q3: 17,201 shares 17,201 $870K 0.11% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,560 shares; 2025Q1: 6,669 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares; 2026Q3: 5,355 shares 5,355 $834K 0.1% -645 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: not reported; 2025Q1: not reported; 2025Q2: 5,191 shares; 2025Q3: 5,501 shares; 2025Q4: 5,541 shares; 2026Q1: 4,794 shares; 2026Q2: 3,891 shares; 2026Q3: 3,680 shares 3,680 $795K 0.1% -211 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 16,456 shares; 2026Q2: 11,802 shares; 2026Q3: 15,236 shares 15,236 $730K 0.09% +3,434 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: not reported; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 7,326 shares; 2025Q4: 6,080 shares; 2026Q1: 4,540 shares; 2026Q2: 1,659 shares; 2026Q3: 2,785 shares 2,785 $619K 0.08% +1,126 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,571 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 2,871 shares; 2026Q2: 2,871 shares; 2026Q3: 2,871 shares 2,871 $595K 0.07% 0 Timeline SPMB 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: 52,273 shares; 2025Q1: 41,738 shares; 2025Q2: 39,368 shares; 2025Q3: 37,281 shares; 2025Q4: 34,691 shares; 2026Q1: 32,061 shares; 2026Q2: 28,602 shares; 2026Q3: 26,797 shares 26,797 $566K 0.07% -1,805 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,061 shares; 2026Q3: 5,585 shares 5,585 $563K 0.07% +2,524 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,935 shares; 2026Q3: 12,798 shares 12,798 $559K 0.07% +5,863 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: 3,752 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,486 shares; 2026Q1: 3,880 shares; 2026Q2: 3,880 shares; 2026Q3: 3,836 shares 3,836 $546K 0.07% -44 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,895 shares; 2026Q3: 3,523 shares 3,523 $534K 0.07% +1,628 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,567 shares; 2025Q1: 21,498 shares; 2025Q2: 28,196 shares; 2025Q3: 22,918 shares; 2025Q4: 8,608 shares; 2026Q1: 6,683 shares; 2026Q2: 5,043 shares; 2026Q3: 4,613 shares 4,613 $523K 0.06% -430 Timeline RPG 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: not reported; 2025Q1: not reported; 2025Q2: 5,693 shares; 2025Q3: 16,959 shares; 2025Q4: 16,101 shares; 2026Q1: 16,571 shares; 2026Q2: 6,780 shares; 2026Q3: 8,955 shares 8,955 $523K 0.06% +2,175 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 3,279 shares; 2026Q3: 6,257 shares 6,257 $503K 0.06% +2,978 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: 1,484 shares; 2026Q3: 2,822 shares 2,822 $500K 0.06% +1,338 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 2,106 shares; 2026Q1: 3,916 shares; 2026Q2: 3,641 shares; 2026Q3: 2,095 shares 2,095 $489K 0.06% -1,546 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,408 shares; 2025Q1: 4,654 shares; 2025Q2: 14,952 shares; 2025Q3: 17,087 shares; 2025Q4: 40,303 shares; 2026Q1: 13,815 shares; 2026Q2: 35,375 shares; 2026Q3: 12,218 shares 12,218 $482K 0.06% -23,157 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,287 shares; 2026Q3: 11,997 shares 11,997 $475K 0.06% +5,710 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,428 shares; 2026Q3: 11,678 shares 11,678 $465K 0.06% +6,250 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 6,817 shares; 2026Q3: 12,626 shares 12,626 $464K 0.06% +5,809 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: 5,323 shares; 2026Q3: 10,937 shares 10,937 $463K 0.06% +5,614 Timeline ICLN 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: 12,883 shares; 2026Q3: 26,773 shares 26,773 $455K 0.06% +13,890 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: 3,038 shares; 2025Q1: 3,045 shares; 2025Q2: 3,163 shares; 2025Q3: 3,102 shares; 2025Q4: 2,994 shares; 2026Q1: 3,001 shares; 2026Q2: 2,984 shares; 2026Q3: 2,984 shares 2,984 $434K 0.05% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,770 shares; 2025Q1: 11,295 shares; 2025Q2: 9,903 shares; 2025Q3: 9,347 shares; 2025Q4: 7,794 shares; 2026Q1: 7,184 shares; 2026Q2: 6,797 shares; 2026Q3: 6,797 shares 6,797 $404K 0.05% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares; 2026Q3: 659 shares 659 $403K 0.05% -100 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: 13,437 shares; 2025Q1: 11,025 shares; 2025Q2: 12,729 shares; 2025Q3: 12,038 shares; 2025Q4: 13,076 shares; 2026Q1: 13,457 shares; 2026Q2: 12,852 shares; 2026Q3: 12,746 shares 12,746 $401K 0.05% -106 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,131 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares; 2026Q3: 1,114 shares 1,114 $395K 0.05% -10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,443 shares; 2026Q1: 9,443 shares; 2026Q2: 8,650 shares; 2026Q3: 8,650 shares 8,650 $391K 0.05% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,629 shares; 2025Q1: 1,550 shares; 2025Q2: 1,487 shares; 2025Q3: 1,582 shares; 2025Q4: 1,471 shares; 2026Q1: 1,093 shares; 2026Q2: 1,073 shares; 2026Q3: 1,076 shares 1,076 $387K 0.05% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 4,900 shares; 2026Q3: 4,900 shares 4,900 $384K 0.05% 0 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: 121,356 shares; 2025Q1: 123,534 shares; 2025Q2: 120,296 shares; 2025Q3: 125,812 shares; 2025Q4: 19,652 shares; 2026Q1: 12,286 shares; 2026Q2: 11,708 shares; 2026Q3: 11,708 shares 11,708 $381K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,467 shares; 2026Q2: 1,299 shares; 2026Q3: 1,299 shares 1,299 $370K 0.05% 0 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: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 2,085 shares; 2025Q3: 1,935 shares; 2025Q4: 1,907 shares; 2026Q1: 3,057 shares; 2026Q2: 3,057 shares; 2026Q3: 2,429 shares 2,429 $369K 0.05% -628 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: 6,874 shares; 2025Q1: 7,227 shares; 2025Q2: 6,983 shares; 2025Q3: 6,983 shares; 2025Q4: 6,983 shares; 2026Q1: 6,710 shares; 2026Q2: 6,710 shares; 2026Q3: 6,710 shares 6,710 $365K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,533 shares; 2025Q1: 24,318 shares; 2025Q2: 23,733 shares; 2025Q3: 23,636 shares; 2025Q4: 1,350 shares; 2026Q1: 1,150 shares; 2026Q2: 1,288 shares; 2026Q3: 1,288 shares 1,288 $351K 0.04% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: not reported; 2025Q3: 1,234 shares; 2025Q4: 1,296 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares; 2026Q3: 1,290 shares 1,290 $341K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,750 shares 2,750 $338K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 839 shares; 2026Q1: 761 shares; 2026Q2: 761 shares; 2026Q3: 761 shares 761 $329K 0.04% 0 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: 1,291 shares; 2025Q1: 1,264 shares; 2025Q2: 1,276 shares; 2025Q3: 1,358 shares; 2025Q4: 1,368 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares; 2026Q3: 1,376 shares 1,376 $318K 0.04% +11 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: 22,445 shares; 2025Q1: 21,954 shares; 2025Q2: 21,088 shares; 2025Q3: 22,127 shares; 2025Q4: 23,503 shares; 2026Q1: 2,482 shares; 2026Q2: 2,425 shares; 2026Q3: 2,237 shares 2,237 $308K 0.04% -188 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: 5,341 shares; 2025Q1: 2,678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares; 2026Q3: 2,057 shares 2,057 $299K 0.04% +16 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: 10,440 shares; 2025Q1: 13,626 shares; 2025Q2: 13,618 shares; 2025Q3: 10,475 shares; 2025Q4: 8,702 shares; 2026Q1: 8,707 shares; 2026Q2: 8,850 shares; 2026Q3: 8,819 shares 8,819 $288K 0.04% -31 Timeline IJT 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: 1,728 shares; 2025Q3: 1,816 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares; 2026Q2: 1,728 shares; 2026Q3: 1,728 shares 1,728 $277K 0.03% 0 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: 18,918 shares; 2025Q1: 15,849 shares; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 10,952 shares; 2026Q1: 10,653 shares; 2026Q2: 11,198 shares; 2026Q3: 9,159 shares 9,159 $275K 0.03% -2,039 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: 728 shares; 2025Q1: 698 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares; 2026Q3: 640 shares 640 $273K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares; 2026Q3: 1,545 shares 1,545 $266K 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,940 shares; 2026Q1: 5,160 shares; 2026Q2: 3,788 shares; 2026Q3: 3,720 shares 3,720 $263K 0.03% -68 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares; 2026Q3: 1,254 shares 1,254 $261K 0.03% 0 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: not reported; 2025Q1: 10,735 shares; 2025Q2: 10,745 shares; 2025Q3: 10,755 shares; 2025Q4: 10,165 shares; 2026Q1: 11,129 shares; 2026Q2: 7,131 shares; 2026Q3: 6,669 shares 6,669 $240K 0.03% -462 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,861 shares; 2025Q4: 6,874 shares; 2026Q1: 6,881 shares; 2026Q2: 6,881 shares; 2026Q3: 6,881 shares 6,881 $234K 0.03% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares; 2026Q2: 2,680 shares; 2026Q3: 2,680 shares 2,680 $233K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares; 2026Q3: 705 shares 705 $232K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,450 shares; 2025Q4: 3,610 shares; 2026Q1: 3,508 shares; 2026Q2: 2,411 shares; 2026Q3: 2,411 shares 2,411 $229K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 748 shares; 2025Q4: 783 shares; 2026Q1: 883 shares; 2026Q2: 655 shares; 2026Q3: 565 shares 565 $215K 0.03% -90 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,200 shares; 2026Q3: 1,200 shares 1,200 $203K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,325 shares 2,325 $200K 0.02% new Timeline