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Chesley Taft & Associates LLC

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13F filer, CIK 1164632, CHICAGO, IL

Chesley Taft & Associates LLC reported $2,534,049,013 across 371 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 31.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001164632-26-000001

Period
2025-12-31
Reported value
$2.53B
Holdings
371
Top 10 weight
31.34%
New
34
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+94,868$8.89M
MSFTadded+15,639$7.56M
CMadded+67,467$6.11M
GLDadded+12,402$4.92M
IXUSadded+52,900$4.48M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AXPreduced-20,733-$7.67M
DISreduced-15,189-$1.73M
AMPreduced-3,173-$1.56M
CPRTexited-28,774-$1.29M
CTVAreduced-19,076-$1.28M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001164632-26-000001, largest first. % of portfolio is the value over $2,534,049,013, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 468,441 shares; 2025Q1: 467,855 shares; 2025Q2: 443,132 shares; 2025Q3: 427,512 shares; 2025Q4: 433,062 shares 433,062$136M5.36%+5,550Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,642 shares; 2025Q1: 234,888 shares; 2025Q2: 231,664 shares; 2025Q3: 225,772 shares; 2025Q4: 241,411 shares 241,411$117M4.61%+15,639Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472,585 shares; 2025Q1: 473,483 shares; 2025Q2: 468,094 shares; 2025Q3: 461,186 shares; 2025Q4: 480,297 shares 480,297$89.6M3.53%+19,111Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 342,580 shares; 2025Q1: 276,948 shares; 2025Q2: 270,274 shares; 2025Q3: 255,036 shares; 2025Q4: 257,266 shares 257,266$89M3.51%+2,230Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301,667 shares; 2025Q1: 299,847 shares; 2025Q2: 282,298 shares; 2025Q3: 286,657 shares; 2025Q4: 286,935 shares 286,935$78M3.08%+278Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254,015 shares; 2025Q1: 255,007 shares; 2025Q2: 307,645 shares; 2025Q3: 305,209 shares; 2025Q4: 315,372 shares 315,372$72.8M2.87%+10,163Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,451 shares; 2025Q1: 68,488 shares; 2025Q2: 67,863 shares; 2025Q3: 65,859 shares; 2025Q4: 68,667 shares 68,667$59.2M2.34%+2,808Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170,545 shares; 2025Q1: 171,355 shares; 2025Q2: 170,147 shares; 2025Q3: 167,087 shares; 2025Q4: 176,208 shares 176,208$56.8M2.24%+9,121Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,348 shares; 2025Q1: 144,812 shares; 2025Q2: 143,320 shares; 2025Q3: 137,853 shares; 2025Q4: 141,083 shares 141,083$49.6M1.96%+3,230Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,693 shares; 2025Q1: 128,583 shares; 2025Q2: 126,923 shares; 2025Q3: 123,442 shares; 2025Q4: 132,858 shares 132,858$46.6M1.84%+9,416Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,317 shares; 2025Q1: 107,772 shares; 2025Q2: 108,385 shares; 2025Q3: 103,680 shares; 2025Q4: 116,082 shares 116,082$46M1.82%+12,402Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207,335 shares; 2025Q1: 204,666 shares; 2025Q2: 203,371 shares; 2025Q3: 198,127 shares; 2025Q4: 212,903 shares 212,903$44.1M1.74%+14,776Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377,127 shares; 2025Q1: 371,464 shares; 2025Q2: 356,816 shares; 2025Q3: 343,679 shares; 2025Q4: 365,335 shares 365,335$43.9M1.73%+21,656Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,309 shares; 2025Q1: 56,911 shares; 2025Q2: 56,323 shares; 2025Q3: 56,154 shares; 2025Q4: 62,656 shares 62,656$42.7M1.69%+6,502Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432,577 shares; 2025Q1: 436,201 shares; 2025Q2: 427,103 shares; 2025Q3: 450,702 shares; 2025Q4: 503,602 shares 503,602$42.6M1.68%+52,900Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682,763 shares; 2025Q1: 687,424 shares; 2025Q2: 620,416 shares; 2025Q3: 600,487 shares; 2025Q4: 608,201 shares 608,201$40.1M1.58%+7,714Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,298 shares; 2025Q1: 184,171 shares; 2025Q2: 182,164 shares; 2025Q3: 178,147 shares; 2025Q4: 191,466 shares 191,466$35.3M1.39%+13,319Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,007 shares; 2025Q1: 171,011 shares; 2025Q2: 170,057 shares; 2025Q3: 174,033 shares; 2025Q4: 180,617 shares 180,617$35.2M1.39%+6,584Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,952 shares; 2025Q1: 115,502 shares; 2025Q2: 101,625 shares; 2025Q3: 105,166 shares; 2025Q4: 109,436 shares 109,436$34.3M1.35%+4,270Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,281 shares; 2025Q1: 98,666 shares; 2025Q2: 99,195 shares; 2025Q3: 95,384 shares; 2025Q4: 102,427 shares 102,427$32M1.26%+7,043Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,620 shares; 2025Q1: 105,308 shares; 2025Q2: 105,437 shares; 2025Q3: 105,087 shares; 2025Q4: 84,354 shares 84,354$31.2M1.23%-20,733Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,660 shares; 2025Q1: 234,062 shares; 2025Q2: 232,664 shares; 2025Q3: 223,162 shares; 2025Q4: 241,771 shares 241,771$30.3M1.2%+18,609Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,454 shares; 2025Q1: 52,639 shares; 2025Q2: 51,616 shares; 2025Q3: 49,305 shares; 2025Q4: 52,426 shares 52,426$29.9M1.18%+3,121Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,325 shares; 2025Q1: 201,423 shares; 2025Q2: 197,468 shares; 2025Q3: 190,935 shares; 2025Q4: 206,278 shares 206,278$27.9M1.1%+15,343Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,827 shares; 2025Q1: 92,561 shares; 2025Q2: 92,066 shares; 2025Q3: 92,035 shares; 2025Q4: 96,864 shares 96,864$26M1.03%+4,829Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,629 shares; 2025Q1: 37,528 shares; 2025Q2: 37,250 shares; 2025Q3: 37,113 shares; 2025Q4: 39,177 shares 39,177$25.9M1.02%+2,064Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 243,131 shares; 2025Q1: 175,007 shares; 2025Q2: 164,012 shares; 2025Q3: 161,922 shares; 2025Q4: 175,588 shares 175,588$25.2M0.99%+13,666Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,946 shares; 2025Q1: 41,768 shares; 2025Q2: 41,467 shares; 2025Q3: 40,973 shares; 2025Q4: 42,442 shares 42,442$24.6M0.97%+1,469Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,323 shares; 2025Q1: 23,035 shares; 2025Q2: 22,802 shares; 2025Q3: 20,923 shares; 2025Q4: 22,441 shares 22,441$24.1M0.95%+1,518Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,828 shares; 2025Q1: 87,553 shares; 2025Q2: 109,293 shares; 2025Q3: 107,943 shares; 2025Q4: 122,734 shares 122,734$22.5M0.89%+14,791Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,805 shares; 2025Q1: 5,969 shares; 2025Q2: 5,959 shares; 2025Q3: 5,825 shares; 2025Q4: 6,476 shares 6,476$22M0.87%+651Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,962 shares; 2025Q1: 62,875 shares; 2025Q2: 62,513 shares; 2025Q3: 61,006 shares; 2025Q4: 63,697 shares 63,697$21.9M0.86%+2,691Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,896 shares; 2025Q1: 208,912 shares; 2025Q2: 221,072 shares; 2025Q3: 220,712 shares; 2025Q4: 223,514 shares 223,514$20.8M0.82%+2,802Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,635 shares; 2025Q1: 249,305 shares; 2025Q2: 261,673 shares; 2025Q3: 290,668 shares; 2025Q4: 331,150 shares 331,150$20.7M0.82%+40,482Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,782 shares; 2025Q1: 26,992 shares; 2025Q2: 27,339 shares; 2025Q3: 28,499 shares; 2025Q4: 29,762 shares 29,762$20.4M0.8%+1,263Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,955 shares; 2025Q2: 136,790 shares; 2025Q3: 240,569 shares; 2025Q4: 249,230 shares 249,230$20.4M0.8%+8,661Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,161 shares; 2025Q1: 85,811 shares; 2025Q2: 85,381 shares; 2025Q3: 82,770 shares; 2025Q4: 92,095 shares 92,095$20.2M0.8%+9,325Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,850 shares; 2025Q1: 101,620 shares; 2025Q2: 99,697 shares; 2025Q3: 90,870 shares; 2025Q4: 99,645 shares 99,645$19.4M0.77%+8,775Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269,792 shares; 2025Q1: 267,998 shares; 2025Q2: 280,305 shares; 2025Q3: 276,016 shares; 2025Q4: 275,989 shares 275,989$19.3M0.76%-27Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,553 shares; 2025Q1: 85,223 shares; 2025Q2: 83,909 shares; 2025Q3: 80,342 shares; 2025Q4: 78,259 shares 78,259$19.3M0.76%-2,083Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,259 shares; 2025Q1: 236,884 shares; 2025Q2: 243,654 shares; 2025Q3: 243,531 shares; 2025Q4: 261,925 shares 261,925$19.3M0.76%+18,394Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,702 shares; 2025Q4: 78,076 shares 78,076$18.9M0.75%+7,374Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,939 shares; 2025Q1: 114,781 shares; 2025Q2: 126,610 shares; 2025Q3: 120,892 shares; 2025Q4: 147,373 shares 147,373$17.2M0.68%+26,481Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,264 shares; 2025Q1: 185,264 shares; 2025Q2: 187,778 shares; 2025Q3: 164,903 shares; 2025Q4: 149,714 shares 149,714$17M0.67%-15,189Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,982 shares; 2025Q1: 123,537 shares; 2025Q2: 123,565 shares; 2025Q3: 122,521 shares; 2025Q4: 135,621 shares 135,621$16.3M0.64%+13,100Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,591 shares; 2025Q1: 177,061 shares; 2025Q2: 145,181 shares; 2025Q3: 143,276 shares; 2025Q4: 141,803 shares 141,803$15.2M0.6%-1,473Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 131,910 shares; 2025Q2: 132,435 shares; 2025Q3: 126,765 shares; 2025Q4: 152,750 shares 152,750$14M0.55%+25,985Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,334 shares; 2025Q1: 274,267 shares; 2025Q2: 258,112 shares; 2025Q3: 241,514 shares; 2025Q4: 254,352 shares 254,352$13.9M0.55%+12,838Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,829 shares; 2025Q1: 85,329 shares; 2025Q2: 84,832 shares; 2025Q3: 92,758 shares; 2025Q4: 90,275 shares 90,275$13.9M0.55%-2,483Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,841 shares; 2025Q1: 126,286 shares; 2025Q2: 119,766 shares; 2025Q3: 120,418 shares; 2025Q4: 135,818 shares 135,818$13M0.51%+15,400Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,015 shares; 2025Q1: 76,060 shares; 2025Q2: 142,500 shares; 2025Q3: 174,335 shares; 2025Q4: 253,182 shares 253,182$12.8M0.5%+78,847Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,259 shares; 2025Q1: 78,099 shares; 2025Q2: 75,945 shares; 2025Q3: 75,856 shares; 2025Q4: 77,472 shares 77,472$12.5M0.5%+1,616Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,918 shares; 2025Q1: 147,479 shares; 2025Q2: 145,417 shares; 2025Q3: 144,192 shares; 2025Q4: 144,435 shares 144,435$11.6M0.46%+243Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,214 shares; 2025Q1: 49,864 shares; 2025Q2: 50,264 shares; 2025Q3: 49,499 shares; 2025Q4: 48,018 shares 48,018$11.1M0.44%-1,481Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,622 shares; 2025Q1: 33,574 shares; 2025Q2: 33,444 shares; 2025Q3: 33,397 shares; 2025Q4: 32,461 shares 32,461$10.7M0.42%-936Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,912 shares; 2025Q1: 39,467 shares; 2025Q2: 38,741 shares; 2025Q3: 38,683 shares; 2025Q4: 39,951 shares 39,951$10.5M0.41%+1,268Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,633 shares; 2025Q1: 48,917 shares; 2025Q2: 48,178 shares; 2025Q3: 37,581 shares; 2025Q4: 38,988 shares 38,988$10.3M0.41%+1,407Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,110 shares; 2025Q1: 132,710 shares; 2025Q2: 164,260 shares; 2025Q3: 165,290 shares; 2025Q4: 201,640 shares 201,640$10.3M0.41%+36,350Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,328 shares; 2025Q1: 35,117 shares; 2025Q2: 35,299 shares; 2025Q3: 35,393 shares; 2025Q4: 38,368 shares 38,368$9.9M0.39%+2,975Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,455 shares; 2025Q1: 10,132 shares; 2025Q2: 10,228 shares; 2025Q3: 10,282 shares; 2025Q4: 105,150 shares 105,150$9.86M0.39%+94,868Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,877 shares; 2025Q1: 29,796 shares; 2025Q2: 29,212 shares; 2025Q3: 28,837 shares; 2025Q4: 28,596 shares 28,596$9.59M0.38%-241Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,129 shares; 2025Q1: 33,931 shares; 2025Q2: 32,836 shares; 2025Q3: 29,137 shares; 2025Q4: 28,746 shares 28,746$9.49M0.37%-391Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,061 shares; 2025Q1: 28,301 shares; 2025Q2: 27,672 shares; 2025Q3: 25,923 shares; 2025Q4: 26,559 shares 26,559$9.3M0.37%+636Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,635 shares; 2025Q1: 154,535 shares; 2025Q2: 162,235 shares; 2025Q3: 161,635 shares; 2025Q4: 182,185 shares 182,185$9.27M0.37%+20,550Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,458 shares; 2025Q1: 28,748 shares; 2025Q2: 29,057 shares; 2025Q3: 29,052 shares; 2025Q4: 31,191 shares 31,191$9.05M0.36%+2,139Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,916 shares; 2025Q1: 28,686 shares; 2025Q2: 28,778 shares; 2025Q3: 27,430 shares; 2025Q4: 28,896 shares 28,896$8.83M0.35%+1,466Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,011 shares; 2025Q1: 13,866 shares; 2025Q2: 13,733 shares; 2025Q3: 13,488 shares; 2025Q4: 14,568 shares 14,568$8.79M0.35%+1,080Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,841 shares; 2025Q1: 38,031 shares; 2025Q2: 37,088 shares; 2025Q3: 35,593 shares; 2025Q4: 36,788 shares 36,788$8.42M0.33%+1,195Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,169 shares; 2025Q1: 90,329 shares; 2025Q2: 90,384 shares; 2025Q3: 88,244 shares; 2025Q4: 98,894 shares 98,894$8.29M0.33%+10,650Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,437 shares; 2025Q1: 79,742 shares; 2025Q2: 80,502 shares; 2025Q3: 76,692 shares; 2025Q4: 79,983 shares 79,983$7.99M0.32%+3,291Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,547 shares; 2025Q1: 8,547 shares; 2025Q2: 17,609 shares; 2025Q3: 17,609 shares; 2025Q4: 85,076 shares 85,076$7.71M0.3%+67,467Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,155 shares; 2025Q1: 108,005 shares; 2025Q2: 128,868 shares; 2025Q3: 127,387 shares; 2025Q4: 150,812 shares 150,812$7.58M0.3%+23,425Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,585 shares; 2025Q1: 12,612 shares; 2025Q2: 26,287 shares; 2025Q3: 27,767 shares; 2025Q4: 29,660 shares 29,660$7.44M0.29%+1,893Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,203 shares; 2025Q1: 55,828 shares; 2025Q2: 65,049 shares; 2025Q3: 59,577 shares; 2025Q4: 69,057 shares 69,057$7.37M0.29%+9,480Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,040 shares; 2025Q1: 37,176 shares; 2025Q2: 37,069 shares; 2025Q3: 46,505 shares; 2025Q4: 46,269 shares 46,269$7.05M0.28%-236Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,054 shares; 2025Q1: 7,154 shares; 2025Q2: 7,149 shares; 2025Q3: 6,978 shares; 2025Q4: 6,951 shares 6,951$7.01M0.28%-27Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,305 shares; 2025Q1: 19,807 shares; 2025Q2: 19,970 shares; 2025Q3: 17,597 shares; 2025Q4: 20,162 shares 20,162$6.6M0.26%+2,565Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,097 shares; 2025Q1: 43,535 shares; 2025Q2: 42,051 shares; 2025Q3: 41,979 shares; 2025Q4: 45,769 shares 45,769$6.56M0.26%+3,790Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,300 shares; 2025Q1: 85,650 shares; 2025Q2: 86,850 shares; 2025Q3: 87,400 shares; 2025Q4: 101,350 shares 101,350$6.53M0.26%+13,950Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,662 shares; 2025Q1: 68,522 shares; 2025Q2: 35,650 shares; 2025Q3: 33,522 shares; 2025Q4: 33,397 shares 33,397$6.48M0.26%-125Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,820 shares; 2025Q1: 11,804 shares; 2025Q2: 11,756 shares; 2025Q3: 11,799 shares; 2025Q4: 12,319 shares 12,319$6.44M0.25%+520Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,318 shares; 2025Q1: 41,753 shares; 2025Q2: 39,304 shares; 2025Q3: 38,558 shares; 2025Q4: 41,835 shares 41,835$6.43M0.25%+3,277Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,853 shares; 2025Q1: 60,888 shares; 2025Q2: 58,398 shares; 2025Q3: 55,272 shares; 2025Q4: 60,485 shares 60,485$6.37M0.25%+5,213Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,545 shares; 2025Q1: 117,790 shares; 2025Q2: 115,590 shares; 2025Q3: 114,655 shares; 2025Q4: 114,910 shares 114,910$5.75M0.23%+255Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,531 shares; 2025Q1: 124,161 shares; 2025Q2: 124,041 shares; 2025Q3: 123,652 shares; 2025Q4: 115,638 shares 115,638$5.69M0.22%-8,014Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,443 shares; 2025Q1: 65,690 shares; 2025Q2: 64,690 shares; 2025Q3: 61,085 shares; 2025Q4: 65,084 shares 65,084$5.48M0.22%+3,999Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,910 shares; 2025Q1: 26,302 shares; 2025Q2: 26,429 shares; 2025Q3: 26,276 shares; 2025Q4: 26,609 shares 26,609$5.4M0.21%+333Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,522 shares; 2025Q1: 24,362 shares; 2025Q2: 24,210 shares; 2025Q3: 23,525 shares; 2025Q4: 21,351 shares 21,351$5.27M0.21%-2,174Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,419 shares; 2025Q1: 24,719 shares; 2025Q2: 24,169 shares; 2025Q3: 23,602 shares; 2025Q4: 27,522 shares 27,522$5.26M0.21%+3,920Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,273 shares; 2025Q1: 20,848 shares; 2025Q2: 21,082 shares; 2025Q3: 19,250 shares; 2025Q4: 22,751 shares 22,751$5.2M0.21%+3,501Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,440 shares; 2025Q1: 150,137 shares; 2025Q2: 148,044 shares; 2025Q3: 147,601 shares; 2025Q4: 208,557 shares 208,557$5.19M0.2%+60,956Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,666 shares; 2025Q1: 4,401 shares; 2025Q2: 4,277 shares; 2025Q3: 4,211 shares; 2025Q4: 4,543 shares 4,543$4.86M0.19%+332Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,586 shares; 2025Q1: 10,908 shares; 2025Q2: 10,396 shares; 2025Q3: 10,355 shares; 2025Q4: 11,285 shares 11,285$4.81M0.19%+930Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,230 shares; 2025Q1: 84,300 shares; 2025Q2: 89,400 shares; 2025Q3: 97,610 shares; 2025Q4: 104,290 shares 104,290$4.8M0.19%+6,680Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,453 shares; 2025Q1: 20,498 shares; 2025Q2: 19,113 shares; 2025Q3: 19,252 shares; 2025Q4: 16,067 shares 16,067$4.76M0.19%-3,185Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,743 shares; 2025Q1: 106,544 shares; 2025Q2: 103,220 shares; 2025Q3: 39,864 shares; 2025Q4: 37,290 shares 37,290$4.69M0.19%-2,574Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,790 shares; 2025Q1: 18,458 shares; 2025Q2: 18,771 shares; 2025Q3: 18,574 shares; 2025Q4: 20,562 shares 20,562$4.68M0.18%+1,988Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,502 shares; 2025Q1: 19,331 shares; 2025Q2: 18,951 shares; 2025Q3: 18,951 shares; 2025Q4: 19,404 shares 19,404$4.68M0.18%+453Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,545 shares; 2025Q1: 13,769 shares; 2025Q2: 14,102 shares; 2025Q3: 14,467 shares; 2025Q4: 14,847 shares 14,847$4.64M0.18%+380Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,965 shares; 2025Q1: 56,275 shares; 2025Q2: 59,440 shares; 2025Q3: 61,592 shares; 2025Q4: 62,479 shares 62,479$4.63M0.18%+887Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,622 shares; 2025Q1: 18,263 shares; 2025Q2: 18,263 shares; 2025Q3: 17,013 shares; 2025Q4: 17,588 shares 17,588$4.52M0.18%+575Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,347 shares; 2025Q1: 32,147 shares; 2025Q2: 31,197 shares; 2025Q3: 30,830 shares; 2025Q4: 32,480 shares 32,480$4.48M0.18%+1,650Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,698 shares; 2025Q1: 26,613 shares; 2025Q2: 25,512 shares; 2025Q3: 25,417 shares; 2025Q4: 26,407 shares 26,407$4.46M0.18%+990Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,101 shares; 2025Q1: 31,733 shares; 2025Q2: 32,433 shares; 2025Q3: 32,373 shares; 2025Q4: 32,648 shares 32,648$4.33M0.17%+275Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,741 shares; 2025Q1: 80,391 shares; 2025Q2: 78,188 shares; 2025Q3: 75,233 shares; 2025Q4: 78,045 shares 78,045$4.31M0.17%+2,812Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,833 shares; 2025Q1: 9,981 shares; 2025Q2: 10,058 shares; 2025Q3: 13,063 shares; 2025Q4: 13,464 shares 13,464$4.29M0.17%+401Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,116 shares; 2025Q1: 56,540 shares; 2025Q2: 56,795 shares; 2025Q3: 55,762 shares; 2025Q4: 58,139 shares 58,139$4.27M0.17%+2,377Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,828 shares; 2025Q1: 70,225 shares; 2025Q2: 81,169 shares; 2025Q3: 81,736 shares; 2025Q4: 83,175 shares 83,175$4.21M0.17%+1,439Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,939 shares; 2025Q1: 12,904 shares; 2025Q2: 12,584 shares; 2025Q3: 12,584 shares; 2025Q4: 12,584 shares 12,584$4.08M0.16%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,521 shares; 2025Q1: 74,694 shares; 2025Q2: 74,854 shares; 2025Q3: 74,779 shares; 2025Q4: 76,569 shares 76,569$4.05M0.16%+1,790Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,645 shares; 2025Q1: 12,692 shares; 2025Q2: 12,725 shares; 2025Q3: 12,556 shares; 2025Q4: 13,126 shares 13,126$4.04M0.16%+570Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,624 shares; 2025Q1: 2,676 shares; 2025Q2: 2,774 shares; 2025Q3: 2,805 shares; 2025Q4: 2,976 shares 2,976$3.96M0.16%+171Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,270 shares; 2025Q1: 61,473 shares; 2025Q2: 64,026 shares; 2025Q3: 66,736 shares; 2025Q4: 69,586 shares 69,586$3.75M0.15%+2,850Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,730 shares; 2025Q1: 12,839 shares; 2025Q2: 13,166 shares; 2025Q3: 13,452 shares; 2025Q4: 14,212 shares 14,212$3.71M0.15%+760Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,097 shares; 2025Q3: 63,072 shares; 2025Q4: 79,920 shares 79,920$3.7M0.15%+16,848Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,288 shares; 2025Q1: 163,011 shares; 2025Q2: 163,011 shares; 2025Q3: 160,444 shares; 2025Q4: 155,891 shares 155,891$3.69M0.15%-4,553Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,013 shares; 2025Q1: 49,473 shares; 2025Q2: 48,778 shares; 2025Q3: 46,969 shares; 2025Q4: 45,379 shares 45,379$3.58M0.14%-1,590Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,280 shares; 2025Q3: 18,048 shares; 2025Q4: 19,165 shares 19,165$3.56M0.14%+1,117Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,934 shares; 2025Q2: 22,609 shares; 2025Q3: 31,241 shares; 2025Q4: 41,225 shares 41,225$3.45M0.14%+9,984Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,949 shares; 2025Q1: 55,299 shares; 2025Q2: 60,399 shares; 2025Q3: 60,899 shares; 2025Q4: 69,499 shares 69,499$3.44M0.14%+8,600Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,679 shares; 2025Q1: 71,506 shares; 2025Q2: 70,606 shares; 2025Q3: 69,606 shares; 2025Q4: 130,321 shares 130,321$3.42M0.13%+60,715Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,166 shares; 2025Q1: 61,355 shares; 2025Q2: 59,589 shares; 2025Q3: 62,632 shares; 2025Q4: 67,338 shares 67,338$3.36M0.13%+4,706Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,456 shares; 2025Q1: 21,456 shares; 2025Q2: 21,456 shares; 2025Q3: 21,456 shares; 2025Q4: 24,040 shares 24,040$3.28M0.13%+2,584Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,515 shares; 2025Q1: 47,058 shares; 2025Q2: 48,010 shares; 2025Q3: 48,173 shares; 2025Q4: 36,273 shares 36,273$3.24M0.13%-11,900Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,519 shares; 2025Q1: 32,132 shares; 2025Q2: 36,037 shares; 2025Q3: 42,567 shares; 2025Q4: 57,896 shares 57,896$3.11M0.12%+15,329Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,917 shares; 2025Q1: 3,862 shares; 2025Q2: 3,852 shares; 2025Q3: 3,827 shares; 2025Q4: 3,837 shares 3,837$3.11M0.12%+10Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,360 shares; 2025Q1: 80,119 shares; 2025Q2: 77,285 shares; 2025Q3: 77,005 shares; 2025Q4: 76,835 shares 76,835$3.1M0.12%-170Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,335 shares; 2025Q1: 6,352 shares; 2025Q2: 6,508 shares; 2025Q3: 6,523 shares; 2025Q4: 6,454 shares 6,454$3.05M0.12%-69Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,433 shares; 2025Q1: 16,433 shares; 2025Q2: 16,208 shares; 2025Q3: 16,188 shares; 2025Q4: 17,210 shares 17,210$2.94M0.12%+1,022Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,687 shares; 2025Q1: 57,825 shares; 2025Q2: 53,713 shares; 2025Q3: 49,480 shares; 2025Q4: 41,353 shares 41,353$2.78M0.11%-8,127Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,632 shares; 2025Q1: 22,036 shares; 2025Q2: 23,376 shares; 2025Q3: 24,946 shares; 2025Q4: 26,555 shares 26,555$2.72M0.11%+1,609Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,342 shares; 2025Q1: 18,020 shares; 2025Q2: 19,393 shares; 2025Q3: 20,728 shares; 2025Q4: 22,403 shares 22,403$2.67M0.11%+1,675Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,774 shares; 2025Q1: 86,043 shares; 2025Q2: 104,993 shares; 2025Q3: 103,743 shares; 2025Q4: 109,243 shares 109,243$2.65M0.1%+5,500Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,064 shares; 2025Q1: 31,725 shares; 2025Q2: 31,895 shares; 2025Q3: 31,355 shares; 2025Q4: 31,960 shares 31,960$2.65M0.1%+605Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,158 shares; 2025Q1: 8,612 shares; 2025Q2: 8,574 shares; 2025Q3: 8,517 shares; 2025Q4: 5,344 shares 5,344$2.62M0.1%-3,173Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,116 shares; 2025Q1: 2,989 shares; 2025Q2: 3,481 shares; 2025Q3: 3,624 shares; 2025Q4: 4,026 shares 4,026$2.52M0.1%+402Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,931 shares; 2025Q1: 13,931 shares; 2025Q2: 14,121 shares; 2025Q3: 14,121 shares; 2025Q4: 14,521 shares 14,521$2.52M0.1%+400Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,694 shares; 2025Q1: 13,694 shares; 2025Q2: 13,656 shares; 2025Q3: 13,498 shares; 2025Q4: 13,827 shares 13,827$2.52M0.1%+329Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 466 shares; 2025Q2: 465 shares; 2025Q3: 464 shares; 2025Q4: 453 shares 453$2.43M0.1%-11Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,725 shares; 2025Q1: 12,622 shares; 2025Q2: 15,045 shares; 2025Q3: 25,260 shares; 2025Q4: 26,399 shares 26,399$2.42M0.1%+1,139Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,620 shares; 2025Q1: 26,911 shares; 2025Q2: 27,160 shares; 2025Q3: 27,523 shares; 2025Q4: 29,049 shares 29,049$2.41M0.1%+1,526Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,834 shares; 2025Q1: 27,126 shares; 2025Q2: 26,841 shares; 2025Q3: 26,705 shares; 2025Q4: 28,151 shares 28,151$2.4M0.09%+1,446Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,365 shares; 2025Q1: 8,245 shares; 2025Q2: 8,406 shares; 2025Q3: 8,412 shares; 2025Q4: 8,709 shares 8,709$2.4M0.09%+297Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,200 shares; 2025Q1: 84,600 shares; 2025Q2: 87,900 shares; 2025Q3: 95,000 shares; 2025Q4: 101,900 shares 101,900$2.38M0.09%+6,900Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,050 shares; 2025Q4: 44,359 shares 44,359$2.38M0.09%+4,309Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,950 shares; 2025Q1: 73,350 shares; 2025Q2: 79,150 shares; 2025Q3: 81,300 shares; 2025Q4: 93,257 shares 93,257$2.37M0.09%+11,957Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,148 shares; 2025Q1: 22,873 shares; 2025Q2: 23,623 shares; 2025Q3: 23,609 shares; 2025Q4: 23,320 shares 23,320$2.33M0.09%-289Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,894 shares; 2025Q1: 19,892 shares; 2025Q2: 19,817 shares; 2025Q3: 19,792 shares; 2025Q4: 20,942 shares 20,942$2.31M0.09%+1,150Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,214 shares; 2025Q1: 17,380 shares; 2025Q2: 19,132 shares; 2025Q3: 34,694 shares; 2025Q4: 64,041 shares 64,041$2.3M0.09%+29,347Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3$2.26M0.09%newTimeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,340 shares; 2025Q1: 19,785 shares; 2025Q2: 20,800 shares; 2025Q3: 22,650 shares; 2025Q4: 27,967 shares 27,967$2.26M0.09%+5,317Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 69,403 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares; 2025Q4: 68,203 shares 68,203$2.22M0.09%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,844 shares; 2025Q1: 46,844 shares; 2025Q2: 46,844 shares; 2025Q3: 45,922 shares; 2025Q4: 45,922 shares 45,922$2.2M0.09%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,756 shares; 2025Q1: 4,009 shares; 2025Q2: 4,061 shares; 2025Q3: 3,973 shares; 2025Q4: 4,352 shares 4,352$2.19M0.09%+379Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,147 shares; 2025Q1: 3,167 shares; 2025Q2: 3,194 shares; 2025Q3: 3,199 shares; 2025Q4: 3,315 shares 3,315$2.17M0.09%+116Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,104 shares; 2025Q1: 70,874 shares; 2025Q2: 84,674 shares; 2025Q3: 83,974 shares; 2025Q4: 86,549 shares 86,549$2.1M0.08%+2,575Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,600 shares; 2025Q1: 29,450 shares; 2025Q2: 28,314 shares; 2025Q3: 32,036 shares; 2025Q4: 31,155 shares 31,155$2.09M0.08%-881Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,944 shares; 2025Q1: 25,244 shares; 2025Q2: 21,974 shares; 2025Q3: 21,573 shares; 2025Q4: 21,723 shares 21,723$2.09M0.08%+150Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,144 shares; 2025Q1: 37,868 shares; 2025Q2: 35,046 shares; 2025Q3: 40,059 shares; 2025Q4: 41,030 shares 41,030$2.08M0.08%+971Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,856 shares; 2025Q1: 30,856 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares; 2025Q4: 28,107 shares 28,107$2.07M0.08%-2,749Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,596 shares; 2025Q1: 15,521 shares; 2025Q2: 14,646 shares; 2025Q3: 14,806 shares; 2025Q4: 15,115 shares 15,115$2.06M0.08%+309Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,605 shares; 2025Q2: 18,265 shares; 2025Q3: 17,736 shares; 2025Q4: 20,193 shares 20,193$2.02M0.08%+2,457Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,567 shares; 2025Q1: 20,235 shares; 2025Q2: 21,266 shares; 2025Q3: 22,023 shares; 2025Q4: 25,973 shares 25,973$2M0.08%+3,950Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,848 shares; 2025Q1: 19,028 shares; 2025Q2: 20,227 shares; 2025Q3: 21,648 shares; 2025Q4: 25,119 shares 25,119$1.98M0.08%+3,471Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,022 shares; 2025Q1: 13,097 shares; 2025Q2: 11,370 shares; 2025Q3: 11,271 shares; 2025Q4: 11,937 shares 11,937$1.93M0.08%+666Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,466 shares; 2025Q1: 6,099 shares; 2025Q2: 6,120 shares; 2025Q3: 6,041 shares; 2025Q4: 10,052 shares 10,052$1.86M0.07%+4,011Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares; 2025Q2: 7,645 shares; 2025Q3: 7,668 shares; 2025Q4: 7,217 shares 7,217$1.85M0.07%-451Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,430 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,596 shares; 2025Q4: 11,270 shares 11,270$1.81M0.07%+4,674Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,671 shares; 2025Q1: 38,503 shares; 2025Q2: 39,050 shares; 2025Q3: 62,908 shares; 2025Q4: 72,346 shares 72,346$1.8M0.07%+9,438Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,523 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,338 shares; 2025Q4: 4,508 shares 4,508$1.74M0.07%+170Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: 5,182 shares; 2025Q2: 5,286 shares; 2025Q3: 5,416 shares; 2025Q4: 5,391 shares 5,391$1.72M0.07%-25Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,560 shares; 2025Q4: 8,606 shares 8,606$1.72M0.07%-954Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,830 shares; 2025Q1: 28,740 shares; 2025Q2: 28,470 shares; 2025Q3: 28,470 shares; 2025Q4: 22,878 shares 22,878$1.69M0.07%-5,592Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,200 shares; 2025Q1: 53,300 shares; 2025Q2: 65,000 shares; 2025Q3: 75,700 shares; 2025Q4: 79,700 shares 79,700$1.69M0.07%+4,000Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,491 shares; 2025Q4: 2,735 shares 2,735$1.68M0.07%+1,244Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,701 shares; 2025Q1: 3,476 shares; 2025Q2: 3,471 shares; 2025Q3: 3,401 shares; 2025Q4: 3,741 shares 3,741$1.66M0.07%+340Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,115 shares; 2025Q1: 1,170 shares; 2025Q2: 1,244 shares; 2025Q3: 1,258 shares; 2025Q4: 1,365 shares 1,365$1.66M0.07%+107Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,755 shares; 2025Q1: 15,755 shares; 2025Q2: 15,755 shares; 2025Q3: 15,755 shares; 2025Q4: 16,930 shares 16,930$1.62M0.06%+1,175Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 2,360 shares; 2025Q2: 2,364 shares; 2025Q3: 2,370 shares; 2025Q4: 2,373 shares 2,373$1.57M0.06%+3Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,985 shares; 2025Q1: 20,785 shares; 2025Q2: 20,785 shares; 2025Q3: 20,785 shares; 2025Q4: 20,785 shares 20,785$1.55M0.06%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,445 shares; 2025Q1: 8,777 shares; 2025Q2: 9,262 shares; 2025Q3: 9,169 shares; 2025Q4: 9,424 shares 9,424$1.53M0.06%+255Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,100 shares; 2025Q1: 59,500 shares; 2025Q2: 62,800 shares; 2025Q3: 64,300 shares; 2025Q4: 68,000 shares 68,000$1.5M0.06%+3,700Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,215 shares; 2025Q1: 5,686 shares; 2025Q2: 5,080 shares; 2025Q3: 6,025 shares; 2025Q4: 6,685 shares 6,685$1.49M0.06%+660Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,900 shares 56,900$1.47M0.06%newTimeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,078 shares 4,078$1.44M0.06%+6Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,807 shares; 2025Q1: 3,107 shares; 2025Q2: 3,093 shares; 2025Q3: 3,118 shares; 2025Q4: 3,133 shares 3,133$1.41M0.06%+15Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,765 shares; 2025Q1: 8,615 shares; 2025Q2: 10,230 shares; 2025Q3: 10,255 shares; 2025Q4: 11,796 shares 11,796$1.38M0.05%+1,541Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,749 shares; 2025Q1: 3,689 shares; 2025Q2: 3,804 shares; 2025Q3: 3,804 shares; 2025Q4: 3,906 shares 3,906$1.37M0.05%+102Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,949 shares; 2025Q1: 35,124 shares; 2025Q2: 35,252 shares; 2025Q3: 31,974 shares; 2025Q4: 33,115 shares 33,115$1.35M0.05%+1,141Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,306 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,077 shares; 2025Q4: 2,326 shares 2,326$1.33M0.05%+1,249Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 28,800 shares; 2025Q3: 45,900 shares; 2025Q4: 52,000 shares 52,000$1.33M0.05%+6,100Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,146 shares; 2025Q2: 4,358 shares; 2025Q3: 4,471 shares; 2025Q4: 5,907 shares 5,907$1.32M0.05%+1,436Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,213 shares; 2025Q1: 9,104 shares; 2025Q2: 9,304 shares; 2025Q3: 9,304 shares; 2025Q4: 9,518 shares 9,518$1.3M0.05%+214Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,237 shares; 2025Q4: 13,262 shares 13,262$1.27M0.05%+2,025Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,100 shares; 2025Q1: 39,700 shares; 2025Q2: 41,802 shares; 2025Q3: 40,700 shares; 2025Q4: 41,100 shares 41,100$1.26M0.05%+400Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,355 shares; 2025Q1: 14,222 shares; 2025Q2: 14,201 shares; 2025Q3: 14,231 shares; 2025Q4: 15,158 shares 15,158$1.23M0.05%+927Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,309 shares; 2025Q4: 2,563 shares 2,563$1.2M0.05%+254Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,238 shares; 2025Q1: 17,078 shares; 2025Q2: 17,078 shares; 2025Q3: 17,106 shares; 2025Q4: 22,217 shares 22,217$1.2M0.05%+5,111Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,195 shares; 2025Q1: 23,145 shares; 2025Q2: 22,182 shares; 2025Q3: 14,160 shares; 2025Q4: 14,781 shares 14,781$1.19M0.05%+621Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,362 shares 12,362$1.19M0.05%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,251 shares; 2025Q1: 27,356 shares; 2025Q2: 27,241 shares; 2025Q3: 27,388 shares; 2025Q4: 30,463 shares 30,463$1.17M0.05%+3,075Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,273 shares; 2025Q1: 5,273 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares; 2025Q4: 5,719 shares 5,719$1.16M0.05%+406Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,759 shares; 2025Q1: 33,440 shares; 2025Q2: 35,540 shares; 2025Q3: 36,365 shares; 2025Q4: 17,289 shares 17,289$1.16M0.05%-19,076Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,130 shares; 2025Q1: 2,237 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares; 2025Q4: 2,353 shares 2,353$1.14M0.04%+4Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,752 shares; 2025Q1: 4,764 shares; 2025Q2: 5,369 shares; 2025Q3: 5,432 shares; 2025Q4: 5,316 shares 5,316$1.12M0.04%-116Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,730 shares; 2025Q1: 13,536 shares; 2025Q2: 14,795 shares; 2025Q3: 14,821 shares; 2025Q4: 16,096 shares 16,096$1.12M0.04%+1,275Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,910 shares; 2025Q1: 13,135 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 12,568 shares 12,568$1.1M0.04%-546Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,625 shares; 2025Q1: 19,145 shares; 2025Q2: 20,420 shares; 2025Q3: 21,470 shares; 2025Q4: 25,650 shares 25,650$1.08M0.04%+4,180Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,020 shares; 2025Q1: 16,577 shares; 2025Q2: 16,577 shares; 2025Q3: 16,542 shares; 2025Q4: 18,354 shares 18,354$1.08M0.04%+1,812Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,502 shares; 2025Q1: 28,030 shares; 2025Q2: 28,030 shares; 2025Q3: 28,054 shares; 2025Q4: 29,070 shares 29,070$1.07M0.04%+1,016Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,917 shares; 2025Q1: 49,214 shares; 2025Q2: 50,414 shares; 2025Q3: 50,392 shares; 2025Q4: 51,492 shares 51,492$1.06M0.04%+1,100Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,350 shares; 2025Q1: 11,667 shares; 2025Q2: 11,492 shares; 2025Q3: 11,476 shares; 2025Q4: 12,737 shares 12,737$1.06M0.04%+1,261Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,903 shares; 2025Q1: 14,903 shares; 2025Q2: 14,903 shares; 2025Q3: 14,903 shares; 2025Q4: 15,713 shares 15,713$1.04M0.04%+810Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,390 shares; 2025Q1: 47,192 shares; 2025Q2: 46,527 shares; 2025Q3: 41,081 shares; 2025Q4: 42,838 shares 42,838$1.04M0.04%+1,757Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,050 shares; 2025Q1: 50,050 shares; 2025Q2: 49,850 shares; 2025Q3: 49,150 shares; 2025Q4: 53,950 shares 53,950$1.03M0.04%+4,800Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,720 shares; 2025Q1: 7,620 shares; 2025Q2: 7,620 shares; 2025Q3: 7,420 shares; 2025Q4: 8,145 shares 8,145$1.03M0.04%+725Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,287 shares; 2025Q4: 11,811 shares 11,811$1.03M0.04%+524Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,129 shares; 2025Q1: 21,129 shares; 2025Q2: 21,129 shares; 2025Q3: 21,129 shares; 2025Q4: 21,885 shares 21,885$1.02M0.04%+756Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,087 shares; 2025Q1: 3,921 shares; 2025Q2: 1,357 shares; 2025Q3: 1,375 shares; 2025Q4: 1,771 shares 1,771$1.01M0.04%+396Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,894 shares; 2025Q1: 6,467 shares; 2025Q2: 6,499 shares; 2025Q3: 6,723 shares; 2025Q4: 6,764 shares 6,764$1.01M0.04%+41Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,012 shares 7,012$992K0.04%newTimeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,686 shares; 2025Q1: 16,761 shares; 2025Q2: 16,554 shares; 2025Q3: 16,361 shares; 2025Q4: 17,850 shares 17,850$974K0.04%+1,489Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,432 shares; 2025Q1: 34,007 shares; 2025Q2: 33,858 shares; 2025Q3: 18,980 shares; 2025Q4: 17,912 shares 17,912$968K0.04%-1,068Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 1,237 shares 1,237$955K0.04%+802Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 2,665 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,750 shares 2,750$948K0.04%+160Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,092 shares; 2025Q1: 40,355 shares; 2025Q2: 40,355 shares; 2025Q3: 40,391 shares; 2025Q4: 40,355 shares 40,355$944K0.04%-36Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,163 shares; 2025Q1: 14,163 shares; 2025Q2: 14,163 shares; 2025Q3: 12,308 shares; 2025Q4: 12,808 shares 12,808$941K0.04%+500Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,745 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 5,905 shares 5,905$940K0.04%+1,545Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,515 shares; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,563 shares; 2025Q4: 10,774 shares 10,774$939K0.04%+211Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 2,099 shares; 2025Q2: 2,025 shares; 2025Q3: 2,217 shares; 2025Q4: 2,635 shares 2,635$931K0.04%+418Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 7,820 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,521 shares 7,521$927K0.04%+1Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,149 shares; 2025Q1: 12,956 shares; 2025Q2: 15,662 shares; 2025Q3: 10,724 shares; 2025Q4: 10,459 shares 10,459$909K0.04%-265Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 3,704 shares 3,704$899K0.04%+1,125Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,806 shares; 2025Q1: 11,806 shares; 2025Q2: 11,656 shares; 2025Q3: 11,656 shares; 2025Q4: 12,831 shares 12,831$897K0.04%+1,175Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,150 shares; 2025Q1: 35,550 shares; 2025Q2: 35,550 shares; 2025Q3: 35,950 shares; 2025Q4: 35,150 shares 35,150$890K0.04%-800Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,386 shares 10,386$889K0.04%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 844 shares; 2025Q2: 987 shares; 2025Q3: 1,008 shares; 2025Q4: 1,010 shares 1,010$888K0.04%+2Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,626 shares; 2025Q1: 9,756 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 8,874 shares 8,874$867K0.03%-882Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,847 shares; 2025Q1: 6,720 shares; 2025Q2: 7,555 shares; 2025Q3: 9,355 shares; 2025Q4: 11,458 shares 11,458$864K0.03%+2,103Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 3,274 shares; 2025Q3: 4,805 shares; 2025Q4: 6,961 shares 6,961$854K0.03%+2,156Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,974 shares 2,974$849K0.03%newTimeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 8,742 shares 8,742$825K0.03%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,760 shares 1,760$819K0.03%+810Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,801 shares; 2025Q1: 2,671 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,673 shares 2,673$785K0.03%+16Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares 1,120$770K0.03%newTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,790 shares; 2025Q1: 3,903 shares; 2025Q2: 3,872 shares; 2025Q3: 3,880 shares; 2025Q4: 5,455 shares 5,455$769K0.03%+1,575Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 3,627 shares; 2025Q2: 3,587 shares; 2025Q3: 3,487 shares; 2025Q4: 3,587 shares 3,587$760K0.03%+100Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,009 shares; 2025Q1: 6,859 shares; 2025Q2: 6,859 shares; 2025Q3: 6,859 shares; 2025Q4: 6,818 shares 6,818$749K0.03%-41Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,585 shares; 2025Q1: 1,985 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 3,030 shares 3,030$746K0.03%+831Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,586 shares; 2025Q1: 67,686 shares; 2025Q2: 62,586 shares; 2025Q3: 55,586 shares; 2025Q4: 43,786 shares 43,786$722K0.03%-11,800Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,836 shares; 2025Q2: 15,021 shares; 2025Q3: 17,666 shares; 2025Q4: 17,651 shares 17,651$695K0.03%-15Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,013 shares; 2025Q1: 4,465 shares; 2025Q2: 6,341 shares; 2025Q3: 6,421 shares; 2025Q4: 4,460 shares 4,460$683K0.03%-1,961Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,519 shares; 2025Q1: 9,726 shares; 2025Q2: 9,726 shares; 2025Q3: 9,726 shares; 2025Q4: 12,476 shares 12,476$683K0.03%+2,750Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 479 shares; 2025Q1: 810 shares; 2025Q2: 834 shares; 2025Q3: 929 shares; 2025Q4: 1,121 shares 1,121$678K0.03%+192Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,115 shares 15,115$678K0.03%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,316 shares 1,316$672K0.03%-4Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,566 shares; 2025Q1: 8,566 shares; 2025Q2: 8,433 shares; 2025Q3: 8,433 shares; 2025Q4: 8,481 shares 8,481$670K0.03%+48Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 807 shares; 2025Q4: 813 shares 813$667K0.03%+6Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares 4,545$658K0.03%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,517 shares; 2025Q1: 6,462 shares; 2025Q2: 7,277 shares; 2025Q3: 5,527 shares; 2025Q4: 4,827 shares 4,827$657K0.03%-700Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,027 shares; 2025Q1: 1,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,924 shares 1,924$653K0.03%+152Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,664 shares; 2025Q4: 5,650 shares 5,650$634K0.03%-14Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,399 shares 17,399$631K0.02%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,037 shares; 2025Q2: 10,221 shares; 2025Q3: 10,420 shares; 2025Q4: 10,382 shares 10,382$624K0.02%-38Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares 3,147$603K0.02%newTimeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,229 shares; 2025Q3: 15,069 shares; 2025Q4: 25,001 shares 25,001$601K0.02%+9,932Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,359 shares 10,359$597K0.02%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,748 shares; 2025Q1: 5,306 shares; 2025Q2: 5,156 shares; 2025Q3: 4,916 shares; 2025Q4: 5,151 shares 5,151$574K0.02%+235Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,113 shares; 2025Q3: 10,324 shares; 2025Q4: 12,492 shares 12,492$563K0.02%+2,168Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,540 shares; 2025Q4: 3,261 shares 3,261$558K0.02%-279Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,820 shares; 2025Q1: 5,580 shares; 2025Q2: 5,585 shares; 2025Q3: 2,050 shares; 2025Q4: 1,202 shares 1,202$535K0.02%-848Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,253 shares; 2025Q1: 24,616 shares; 2025Q2: 24,321 shares; 2025Q3: 3,850 shares; 2025Q4: 5,703 shares 5,703$534K0.02%+1,853Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,052 shares; 2025Q2: 17,114 shares; 2025Q3: 18,718 shares; 2025Q4: 18,718 shares 18,718$533K0.02%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares; 2025Q4: 2,876 shares 2,876$529K0.02%-75Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,008 shares; 2025Q3: 13,224 shares; 2025Q4: 10,299 shares 10,299$524K0.02%-2,925Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,142 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 2,998 shares; 2025Q4: 2,511 shares 2,511$523K0.02%-487Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares 6,406$520K0.02%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 1,471 shares 1,471$504K0.02%+601Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 5,040 shares 5,040$498K0.02%+1,500Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,745 shares 3,745$496K0.02%+300Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,170 shares; 2025Q1: 18,870 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares; 2025Q4: 28,289 shares 28,289$491K0.02%+9,624Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,807 shares; 2025Q2: 5,015 shares; 2025Q3: 5,423 shares; 2025Q4: 5,474 shares 5,474$488K0.02%+51Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,061 shares; 2025Q1: 1,946 shares; 2025Q2: 1,826 shares; 2025Q3: 1,741 shares; 2025Q4: 1,684 shares 1,684$486K0.02%-57Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,608 shares; 2025Q2: 2,753 shares; 2025Q3: 2,756 shares; 2025Q4: 2,623 shares 2,623$484K0.02%-133Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,815 shares; 2025Q1: 10,317 shares; 2025Q2: 10,317 shares; 2025Q3: 10,317 shares; 2025Q4: 10,612 shares 10,612$483K0.02%+295Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,602 shares; 2025Q1: 4,613 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,570 shares 4,570$482K0.02%+9Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$481K0.02%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,350 shares; 2025Q4: 4,950 shares 4,950$471K0.02%-400Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,585 shares; 2025Q2: 9,925 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares 10,296$469K0.02%0Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: 1,800 shares; 2025Q3: 1,905 shares; 2025Q4: 2,144 shares 2,144$467K0.02%+239Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,125 shares; 2025Q2: 2,261 shares; 2025Q3: 2,125 shares; 2025Q4: 2,218 shares 2,218$464K0.02%+93Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,253 shares 3,253$459K0.02%newTimeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,389 shares 9,389$456K0.02%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,438 shares; 2025Q1: 1,701 shares; 2025Q2: 1,643 shares; 2025Q3: 1,688 shares; 2025Q4: 1,645 shares 1,645$449K0.02%-43Timeline
NFTYFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 7,700 shares 7,700$449K0.02%+2,000Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,341 shares; 2025Q1: 9,658 shares; 2025Q2: 9,786 shares; 2025Q3: 9,661 shares; 2025Q4: 10,170 shares 10,170$443K0.02%+509Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,830 shares; 2025Q3: 7,930 shares; 2025Q4: 10,470 shares 10,470$435K0.02%+2,540Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,600 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000$427K0.02%0Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares 18,600$425K0.02%0Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 7,050 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares 7,375$424K0.02%0Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,765 shares; 2025Q1: not reported; 2025Q2: 6,446 shares; 2025Q3: 6,529 shares; 2025Q4: 6,896 shares 6,896$417K0.02%+367Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,727 shares; 2025Q1: 25,177 shares; 2025Q2: 25,177 shares; 2025Q3: 25,177 shares; 2025Q4: 24,477 shares 24,477$402K0.02%-700Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares 2,160$398K0.02%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,365 shares; 2025Q4: 7,765 shares 7,765$394K0.02%+400Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,450 shares 7,450$370K0.01%newTimeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,292 shares; 2025Q4: 11,429 shares 11,429$359K0.01%+3,137Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,330 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares 12,130$359K0.01%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,345 shares; 2025Q2: 1,303 shares; 2025Q3: 1,243 shares; 2025Q4: 2,486 shares 2,486$358K0.01%+1,243Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 596 shares; 2025Q3: 563 shares; 2025Q4: 782 shares 782$355K0.01%+219Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,659 shares; 2025Q4: 3,182 shares 3,182$351K0.01%+523Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,541 shares; 2025Q1: 2,541 shares; 2025Q2: 2,596 shares; 2025Q3: 2,880 shares; 2025Q4: 3,041 shares 3,041$351K0.01%+161Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares 4,322$345K0.01%newTimeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,214 shares; 2025Q4: 8,214 shares 8,214$340K0.01%0Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,383 shares; 2025Q1: 14,838 shares; 2025Q2: not reported; 2025Q3: 2,678 shares; 2025Q4: 3,073 shares 3,073$339K0.01%+395Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 899 shares; 2025Q4: 1,198 shares 1,198$334K0.01%+299Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,994 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,606 shares; 2025Q4: 2,206 shares 2,206$334K0.01%+600Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,052 shares; 2025Q4: 971 shares 971$327K0.01%-81Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares 1,769$327K0.01%newTimeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,093 shares; 2025Q4: 12,085 shares 12,085$323K0.01%+992Timeline
FLNCFLUENCE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,186 shares; 2025Q4: 16,138 shares 16,138$319K0.01%+5,952Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,211 shares 1,211$314K0.01%-69Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares 2,220$314K0.01%0Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 4,195 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares 3,785$313K0.01%0Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,280 shares; 2025Q1: 8,280 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares; 2025Q4: 8,280 shares 8,280$310K0.01%0Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,578 shares; 2025Q4: 2,774 shares 2,774$303K0.01%+196Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037$298K0.01%0Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares 3,680$297K0.01%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,627 shares; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,551 shares; 2025Q4: 5,353 shares 5,353$294K0.01%+802Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,653 shares; 2025Q1: 4,751 shares; 2025Q2: 4,720 shares; 2025Q3: 4,754 shares; 2025Q4: 5,399 shares 5,399$291K0.01%+645Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,600 shares; 2025Q1: 21,544 shares; 2025Q2: 19,044 shares; 2025Q3: 19,044 shares; 2025Q4: 9,044 shares 9,044$290K0.01%-10,000Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700$289K0.01%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 1,046 shares 1,046$288K0.01%+28Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,552 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares 3,164$286K0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: 3,261 shares; 2025Q2: 3,263 shares; 2025Q3: 3,266 shares; 2025Q4: 3,203 shares 3,203$283K0.01%-63Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,326 shares; 2025Q4: 1,195 shares 1,195$272K0.01%-131Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,665 shares; 2025Q3: not reported; 2025Q4: 10,180 shares 10,180$268K0.01%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160$254K0.01%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,875 shares 10,875$254K0.01%newTimeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,571 shares 2,571$254K0.01%newTimeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750$253K0.01%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,993 shares; 2025Q1: not reported; 2025Q2: 2,593 shares; 2025Q3: 2,368 shares; 2025Q4: 2,388 shares 2,388$250K0.01%+20Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,536 shares 1,536$250K0.01%+203Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,430 shares; 2025Q3: 3,370 shares; 2025Q4: 3,382 shares 3,382$250K0.01%+12Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,585 shares; 2025Q1: 3,103 shares; 2025Q2: 2,659 shares; 2025Q3: 2,489 shares; 2025Q4: 2,477 shares 2,477$247K0.01%-12Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,325 shares; 2025Q1: 9,200 shares; 2025Q2: 9,150 shares; 2025Q3: 7,025 shares; 2025Q4: 4,800 shares 4,800$245K0.01%-2,225Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,898 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,848 shares 3,848$245K0.01%+250Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares 8,150$239K0.01%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares 1,336$237K0.01%newTimeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,941 shares; 2025Q4: 7,340 shares 7,340$237K0.01%+1,399Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 1,661 shares 1,661$234K0.01%-68Timeline
IBOCINTERNATIONAL BANCSHARES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares 3,500$233K0.01%newTimeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,165 shares; 2025Q1: 5,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares 2,450$231K0.01%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares 4,784$229K0.01%newTimeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,021 shares; 2025Q1: 2,441 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,403 shares 2,403$229K0.01%+242Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares 1,932$224K0.01%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319 shares; 2025Q4: 331 shares 331$223K0.01%+12Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,655 shares; 2025Q1: 8,997 shares; 2025Q2: 9,321 shares; 2025Q3: 9,894 shares; 2025Q4: 7,920 shares 7,920$223K0.01%-1,974Timeline
HEWJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,207 shares 4,207$222K0.01%newTimeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616$221K0.01%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares 988$217K0.01%newTimeline
PRGSPROGRESS SOFTWARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: not reported; 2025Q4: 5,027 shares 5,027$216K0.01%newTimeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,364 shares 7,364$212K0.01%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568 shares 568$209K0.01%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 4,300 shares; 2025Q2: 3,700 shares; 2025Q3: 3,275 shares; 2025Q4: 2,175 shares 2,175$209K0.01%-1,100Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 709 shares 709$205K0.01%+3Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,950 shares; 2025Q1: 2,000 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750$204K0.01%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares 694$201K0.01%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,677 shares 6,677$201K0.01%newTimeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,362 shares; 2025Q4: 1,391 shares 1,391$200K0.01%+29Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,506 shares 10,506$131K0.01%newTimeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,052 shares; 2025Q1: 21,052 shares; 2025Q2: 21,052 shares; 2025Q3: 21,052 shares; 2025Q4: 21,052 shares 21,052$95.8K<0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CPRTCOPART INC28,774$1.29Mshares
ISHARES TRISHARES TR32,100$809Kshares
EFXEQUIFAX INC2,936$753Kshares
MAAMID-AMER APT CMNTYS INC4,410$616Kshares
CRBGCOREBRIDGE FINL INC15,675$502Kshares
WPMWHEATON PRECIOUS METALS CORP4,000$447Kshares
XYZBLOCK INC5,240$379Kshares
GOVTISHARES TR11,441$265Kshares
KMBKIMBERLY-CLARK CORP1,923$239Kshares
FASTFASTENAL CO4,448$218Kshares
SPSBSPDR SERIES TRUST6,814$206Kshares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001164632-26-000001 base2026-01-14acceptance time not in the bulk data set