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Disclosery

Christopher J. Hasenberg, Inc

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13F filer, CIK 1989869, EAU CLAIRE, WI

Christopher J. Hasenberg, Inc reported holdings worth $248,114,947 (the sum of its rows) across 189 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. The total stated on the cover page is $24,811,497. Its ten largest share positions make up 80.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001989869-25-000001

The cover page states a total of $24,811,497, 90% less than the sum of the rows, $248,114,947. This page uses the sum of the rows.

Period
2024-12-31
Value, sum of rows
$248M
Stated on the cover page
$24.8M
Holdings
189
Top 10 weight
80.73%
New
21
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBRnew+130,774$25.9M
VBnew+106,033$25.5M
VOEnew+147,191$23.8M
DIAadded+38,313$16.3M
SCHGadded+230,475$6.42M

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
IJTreduced-164,612-$22.3M
IWMreduced-67,131-$14.8M
REZexited-146,620-$12.5M
IWVreduced-34,208-$11.4M
DUHPreduced-238,784-$8.07M

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 2024

Share positions as resolved from 13F-HR 0001989869-25-000001, largest first. % of portfolio is the value over $248,114,947, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 60,110 shares; 2024Q1: 55,365 shares; 2024Q2: 63,425 shares; 2024Q3: 66,016 shares; 2024Q4: 54,545 shares 54,545$29.4M11.85%-11,471Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 130,774 shares 130,774$25.9M10.45%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 106,033 shares 106,033$25.5M10.27%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 147,191 shares 147,191$23.8M9.6%newTimeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 884,687 shares; 2024Q1: 812,479 shares; 2024Q2: 861,948 shares; 2024Q3: 936,563 shares; 2024Q4: 697,779 shares 697,779$23.6M9.5%-238,784Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 70,834 shares; 2024Q1: 52,512 shares; 2024Q2: 59,752 shares; 2024Q3: 28,964 shares; 2024Q4: 39,590 shares 39,590$20.2M8.16%+10,626Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 69,569 shares; 2024Q1: 68,486 shares; 2024Q2: 81,860 shares; 2024Q3: 90,403 shares; 2024Q4: 56,195 shares 56,195$18.8M7.57%-34,208Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 12,994 shares; 2024Q1: 268 shares; 2024Q2: 249 shares; 2024Q3: 113 shares; 2024Q4: 38,426 shares 38,426$16.4M6.59%+38,313Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 59,981 shares; 2024Q1: 60,174 shares; 2024Q2: 63,029 shares; 2024Q3: 70,569 shares; 2024Q4: 301,044 shares 301,044$8.39M3.38%+230,475Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 29,895 shares; 2024Q1: 31,832 shares; 2024Q2: 33,757 shares; 2024Q3: 34,623 shares; 2024Q4: 34,532 shares 34,532$8.36M3.37%-91Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 23,147 shares; 2024Q1: 23,660 shares; 2024Q2: 24,860 shares; 2024Q3: 27,896 shares; 2024Q4: 28,909 shares 28,909$7.51M3.03%+1,013Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 104,362 shares; 2024Q1: 104,681 shares; 2024Q2: 109,868 shares; 2024Q3: 123,473 shares; 2024Q4: 124,921 shares 124,921$7.33M2.95%+1,448Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 30,229 shares; 2024Q1: 30,349 shares; 2024Q2: 31,802 shares; 2024Q3: 35,755 shares; 2024Q4: 29,755 shares 29,755$6.26M2.52%-6,000Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 73,669 shares 73,669$4.67M1.88%newTimeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 44,721 shares 44,721$4.27M1.72%+44,699Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 85,575 shares; 2024Q4: 18,444 shares 18,444$4.08M1.64%-67,131Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 433,884 shares; 2024Q4: 150,002 shares 150,002$3.7M1.49%-283,882Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,694 shares; 2024Q3: 20,694 shares; 2024Q4: 20,694 shares 20,694$1.49M0.6%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 2,620 shares; 2024Q1: 2,620 shares; 2024Q2: 4,075 shares; 2024Q3: 4,193 shares; 2024Q4: 4,392 shares 4,392$1.27M0.51%+199Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 870 shares; 2024Q1: 870 shares; 2024Q2: 870 shares; 2024Q3: 870 shares; 2024Q4: 870 shares 870$672K0.27%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 3,679 shares; 2024Q1: 3,202 shares; 2024Q2: 6,271 shares; 2024Q3: 6,044 shares; 2024Q4: 6,297 shares 6,297$610K0.25%+253Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 2,561 shares; 2024Q1: 2,561 shares; 2024Q2: 2,561 shares; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares 2,561$427K0.17%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 21,841 shares; 2024Q1: 21,841 shares; 2024Q2: 21,000 shares; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares 21,000$411K0.17%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 19,374 shares; 2024Q1: 19,582 shares; 2024Q2: 21,239 shares; 2024Q3: 24,730 shares; 2024Q4: 1,852 shares 1,852$354K0.14%-22,878Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2,687 shares; 2024Q2: 4,266 shares; 2024Q3: 4,339 shares; 2024Q4: 4,461 shares 4,461$314K0.13%+122Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2,194 shares; 2024Q2: 5,137 shares; 2024Q3: 5,137 shares; 2024Q4: 4,409 shares 4,409$298K0.12%-728Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,213 shares; 2024Q4: 4,877 shares 4,877$249K0.1%+1,664Timeline
CDZICADIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 39,863 shares; 2024Q1: not reported; 2024Q2: 39,863 shares; 2024Q3: 39,863 shares; 2024Q4: 39,863 shares 39,863$207K0.08%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 870 shares; 2024Q2: 931 shares; 2024Q3: 1,191 shares; 2024Q4: 1,482 shares 1,482$174K0.07%+291Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,313 shares; 2024Q2: 1,313 shares; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares 1,221$158K0.06%0Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200$131K0.05%0Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,178 shares 1,178$130K0.05%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,809 shares; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares 1,809$127K0.05%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 41 shares; 2024Q2: 739 shares; 2024Q3: 739 shares; 2024Q4: 739 shares 739$124K0.05%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,014 shares; 2024Q2: 1,014 shares; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares 1,014$119K0.05%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 199 shares; 2024Q2: 938 shares; 2024Q3: 739 shares; 2024Q4: 739 shares 739$107K0.04%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 300 shares; 2024Q3: 454 shares; 2024Q4: 454 shares 454$99.6K0.04%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 919 shares; 2024Q2: 1,623 shares; 2024Q3: 1,737 shares; 2024Q4: 1,806 shares 1,806$90.2K0.04%+69Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares 192$87K0.04%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 782 shares; 2024Q2: 782 shares; 2024Q3: 740 shares; 2024Q4: 740 shares 740$79.6K0.03%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 202 shares; 2024Q2: 162 shares; 2024Q3: 306 shares; 2024Q4: 307 shares 307$76.9K0.03%+1Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares 313$75K0.03%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 44 shares; 2024Q2: 61 shares; 2024Q3: 101 shares; 2024Q4: 127 shares 127$74.8K0.03%+26Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 973 shares; 2024Q3: 973 shares; 2024Q4: 973 shares 973$74.4K0.03%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 124 shares; 2024Q4: 124 shares 124$72.7K0.03%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 560 shares; 2024Q4: 560 shares 560$67.6K0.03%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 73 shares; 2024Q4: 73 shares 73$66.9K0.03%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares 1,100$65.1K0.03%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 62 shares; 2024Q4: 62 shares 62$63.6K0.03%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 503 shares; 2024Q3: 503 shares; 2024Q4: 503 shares 503$63.4K0.03%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 647 shares; 2024Q4: 647 shares 647$58.5K0.02%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,726 shares; 2024Q2: 1,726 shares; 2024Q3: 1,826 shares; 2024Q4: 1,826 shares 1,826$54K0.02%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 162 shares; 2024Q2: 162 shares; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares 1,014$44.6K0.02%0Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 212 shares; 2024Q4: 212 shares 212$44.4K0.02%0Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,366 shares; 2024Q4: 463 shares 463$43.1K0.02%-27,903Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 70 shares; 2024Q3: 95 shares; 2024Q4: 95 shares 95$40K0.02%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 360 shares 360$38.5K0.02%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 140 shares; 2024Q3: 196 shares; 2024Q4: 196 shares 196$37.1K0.01%0Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 122 shares; 2024Q2: 91 shares; 2024Q3: 32,851 shares; 2024Q4: 400 shares 400$36.1K0.01%-32,451Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 267 shares; 2024Q4: 278 shares 278$34.2K0.01%+11Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 632 shares; 2024Q2: 632 shares; 2024Q3: 632 shares; 2024Q4: 632 shares 632$31.4K0.01%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: not reported; 2024Q4: 428 shares 428$30.8K0.01%newTimeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares 120$30.4K0.01%0Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 99,984 shares; 2024Q2: 105,803 shares; 2024Q3: 2,301 shares; 2024Q4: 604 shares 604$29.2K0.01%-1,697Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 602 shares; 2024Q3: 602 shares; 2024Q4: 602 shares 602$28.8K0.01%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 86 shares; 2024Q2: 502 shares; 2024Q3: 697 shares; 2024Q4: 697 shares 697$27.9K0.01%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 202 shares 202$27.1K0.01%+2Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 680 shares 680$25.9K0.01%-520Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 350 shares; 2024Q4: 350 shares 350$25.5K0.01%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 147 shares; 2024Q4: 147 shares 147$24.9K0.01%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares 10,000$22K0.01%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares; 2024Q4: 144 shares 144$21.9K0.01%-126Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 241 shares; 2024Q4: 241 shares 241$21.3K0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 327 shares; 2024Q3: 304 shares; 2024Q4: 320 shares 320$21.1K0.01%+16Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares 2,016$20K0.01%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares 59$18.6K0.01%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares 191$17.6K0.01%0Timeline
AFMCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 557 shares; 2024Q2: 487,683 shares; 2024Q3: 869 shares; 2024Q4: 557 shares 557$17.6K0.01%-312Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 29,050 shares; 2024Q1: 26,596 shares; 2024Q2: 27,161 shares; 2024Q3: 28,920 shares; 2024Q4: 262 shares 262$17.5K0.01%-28,658Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 722 shares; 2024Q4: 722 shares 722$16.4K0.01%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: 13 shares 13$13.8K0.01%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 93 shares; 2024Q4: 93 shares 93$13.8K0.01%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 114 shares 114$13.7K0.01%0Timeline
QARPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 493,486 shares; 2024Q1: 288,402 shares; 2024Q2: 370,900 shares; 2024Q3: 1,256 shares; 2024Q4: 257 shares 257$13.5K0.01%-999Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140 shares; 2024Q3: 256 shares; 2024Q4: 256 shares 256$13.4K0.01%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 65 shares; 2024Q4: 65 shares 65$13.4K0.01%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 137 shares; 2024Q4: 137 shares 137$12.9K0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 638 shares; 2024Q4: 638 shares 638$12.8K0.01%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares 24$12.6K0.01%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: 50 shares 50$12K<0.01%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 69 shares 69$11.9K<0.01%0Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 245 shares; 2024Q4: 245 shares 245$11.8K<0.01%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20$11.7K<0.01%0Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 257 shares 257$11.5K<0.01%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 41 shares; 2024Q4: 41 shares 41$11.4K<0.01%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 31 shares; 2024Q4: 62 shares 62$11.3K<0.01%+31Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 53 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42$11.1K<0.01%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 221 shares; 2024Q3: 221 shares; 2024Q4: 221 shares 221$11.1K<0.01%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39 shares; 2024Q4: 39 shares 39$11K<0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22 shares; 2024Q4: 22 shares 22$11K<0.01%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 94 shares; 2024Q4: 94 shares 94$10.9K<0.01%0Timeline
ALEALLETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares; 2024Q4: 167 shares 167$10.8K<0.01%0Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 497 shares; 2024Q3: 497 shares; 2024Q4: 497 shares 497$10.8K<0.01%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares 190$10.7K<0.01%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 117 shares; 2024Q4: 117 shares 117$10.4K<0.01%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares 60$10K<0.01%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100$9.92K<0.01%0Timeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100$9.84K<0.01%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38 shares; 2024Q4: 38 shares 38$9.8K<0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23 shares; 2024Q4: 23 shares 23$9.26K<0.01%0Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 117 shares; 2024Q4: 117 shares 117$9.04K<0.01%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 238 shares; 2024Q4: 238 shares 238$8.93K<0.01%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 64 shares; 2024Q4: 64 shares 64$8.8K<0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 113 shares 113$8.75K<0.01%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35$8.64K<0.01%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares 17$8.6K<0.01%0Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 111 shares; 2024Q4: 111 shares 111$8.49K<0.01%0Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43 shares; 2024Q4: 43 shares 43$8.45K<0.01%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: not reported; 2024Q4: 93 shares 93$8.12K<0.01%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares 24$8.02K<0.01%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 302 shares; 2024Q4: 302 shares 302$8.01K<0.01%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 433 shares 433$8.01K<0.01%newTimeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 89 shares; 2024Q3: 89 shares; 2024Q4: 89 shares 89$7.19K<0.01%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 10 shares 10$7.12K<0.01%0Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 234 shares; 2024Q3: 234 shares; 2024Q4: 234 shares 234$7.05K<0.01%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares 120$7K<0.01%0Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 83 shares; 2024Q4: 83 shares 83$6.55K<0.01%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 109 shares 109$6.42K<0.01%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares 28$6.38K<0.01%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares 22$6.38K<0.01%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares 13$6.32K<0.01%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42$6.08K<0.01%0Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45$6.04K<0.01%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 88 shares; 2024Q4: 264 shares 264$5.99K<0.01%+176Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 138 shares; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares 138$5.86K<0.01%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 97 shares 97$5.79K<0.01%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: 50 shares 50$5.7K<0.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares 24$5.62K<0.01%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 83 shares 83$5.17K<0.01%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 51 shares; 2024Q4: 51 shares 51$5.07K<0.01%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares 22$4.97K<0.01%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares 15$4.93K<0.01%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares 11$4.89K<0.01%0Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 39 shares 39$4.66K<0.01%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: not reported; 2024Q4: 40 shares 40$4.61K<0.01%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares 62$4.45K<0.01%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 164,644 shares; 2024Q4: 32 shares 32$4.33K<0.01%-164,612Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000$4.26K<0.01%0Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares 43$4.17K<0.01%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares 34$3.79K<0.01%0Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132 shares; 2024Q3: 132 shares; 2024Q4: 132 shares 132$3.66K<0.01%0Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 135,142 shares; 2024Q4: 60 shares 60$3.55K<0.01%-135,082Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 71 shares; 2024Q3: 71 shares; 2024Q4: 71 shares 71$3.42K<0.01%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19 shares 19$3.33K<0.01%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares 6$3.12K<0.01%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares 110$2.9K<0.01%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63 shares 63$2.77K<0.01%newTimeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83 shares; 2024Q3: 83 shares; 2024Q4: 83 shares 83$2.55K<0.01%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24 shares 24$2.54K<0.01%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares 6$2.42K<0.01%0Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares 46$2.17K<0.01%newTimeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares 55$1.98K<0.01%0Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares 36$1.97K<0.01%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 69 shares 69$1.89K<0.01%+46Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20$1.87K<0.01%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares 41$1.84K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 174 shares; 2024Q4: 174 shares 174$1.84K<0.01%0Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 310,821 shares; 2024Q1: 718 shares; 2024Q2: 658 shares; 2024Q3: 202 shares; 2024Q4: 27 shares 27$1.81K<0.01%-175Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20$1.76K<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 20 shares 20$1.56K<0.01%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares 17$1.44K<0.01%0Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares 22$1.44K<0.01%0Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100$1.4K<0.01%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares 17$1.36K<0.01%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 19 shares 19$1.19K<0.01%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 325,177 shares; 2024Q2: 248,984 shares; 2024Q3: 296 shares; 2024Q4: 11 shares 11$1K<0.01%-285Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares 9$954<0.01%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares 11$747<0.01%0Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35$683<0.01%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 46 shares; 2024Q4: 46 shares 46$573<0.01%0Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 57 shares; 2024Q4: 57 shares 57$484<0.01%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9 shares 9$477<0.01%newTimeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 2 shares 2$379<0.01%0Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12 shares 12$338<0.01%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares 1$324<0.01%newTimeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares; 2024Q4: 8 shares 8$138<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares 8$119<0.01%0Timeline
TILRAY INCTILRAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 83 shares; 2024Q4: 83 shares 83$110<0.01%0
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: 13 shares 13$69<0.01%0Timeline

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
REZISHARES TR146,620$12.5Mshares
VCLTVANGUARD SCOTTSDALE FDS244$19.4Kshares
BSXBOSTON SCIENTIFIC CORP175$15Kshares
SCHASCHWAB STRATEGIC TR120$6.09Kshares
XMHQINVESCO EXCHANGE TRADED FD T32$3.25Kshares
MMINNYLIM ACTIVE ETF TR111$2.71Kshares

How Q4 2024 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 0001989869-25-000001 base2025-01-14acceptance time not in the bulk data set