TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043,229 shares; 2024Q4: 1,411,815 shares; 2025Q1: 1,376,131 shares; 2025Q2: 1,355,981 shares; 2025Q3: 1,355,851 shares; 2025Q4: 1,359,001 shares; 2026Q1: 1,822,217 shares; 2026Q2: 1,815,841 shares 1,815,841 $74.6M 10.06% -6,376 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481,190 shares; 2025Q4: 488,010 shares; 2026Q1: 491,240 shares; 2026Q2: 492,914 shares 492,914 $63.1M 8.51% +1,674 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,601 shares; 2024Q4: 622,809 shares; 2025Q1: 593,044 shares; 2025Q2: 591,201 shares; 2025Q3: 597,240 shares; 2025Q4: 615,353 shares; 2026Q1: 1,225,470 shares; 2026Q2: 1,270,411 shares 1,270,411 $58.1M 7.83% +44,941 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,527 shares; 2025Q4: 8,201 shares; 2026Q1: 9,912 shares; 2026Q2: 1,256,789 shares 1,256,789 $52.8M 7.12% +1,246,877 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,848 shares; 2024Q4: 425,308 shares; 2025Q1: 555,676 shares; 2025Q2: 743,892 shares; 2025Q3: 1,821,706 shares; 2025Q4: 1,908,668 shares; 2026Q1: 2,020,597 shares; 2026Q2: 2,149,572 shares 2,149,572 $41.2M 5.56% +128,975 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184,554 shares; 2024Q4: 1,217,876 shares; 2025Q1: 1,136,587 shares; 2025Q2: 1,184,130 shares; 2025Q3: 1,243,677 shares; 2025Q4: 1,274,494 shares; 2026Q1: 1,302,417 shares; 2026Q2: 1,046,835 shares 1,046,835 $36.2M 4.89% -255,582 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,279 shares; 2024Q4: 568,699 shares; 2025Q1: 574,074 shares; 2025Q2: 633,344 shares; 2025Q3: 657,935 shares; 2025Q4: 673,261 shares; 2026Q1: 674,688 shares; 2026Q2: 685,108 shares 685,108 $34.9M 4.71% +10,420 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,859 shares; 2025Q1: 95,793 shares; 2025Q2: 297,625 shares; 2025Q3: 352,554 shares; 2025Q4: 403,421 shares; 2026Q1: 423,982 shares; 2026Q2: 417,268 shares 417,268 $26.7M 3.61% -6,714 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,334 shares; 2024Q4: 846,590 shares; 2025Q1: 859,484 shares; 2025Q2: 826,453 shares; 2025Q3: 844,738 shares; 2025Q4: 846,936 shares; 2026Q1: 837,371 shares; 2026Q2: 828,961 shares 828,961 $25.8M 3.48% -8,410 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,617 shares; 2024Q4: 177,105 shares; 2025Q1: 183,122 shares; 2025Q2: 194,607 shares; 2025Q3: 199,833 shares; 2025Q4: 255,466 shares; 2026Q1: 262,309 shares; 2026Q2: 267,688 shares 267,688 $20.3M 2.74% +5,379 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,354 shares; 2024Q4: 70,051 shares; 2025Q1: 70,653 shares; 2025Q2: 67,380 shares; 2025Q3: 68,859 shares; 2025Q4: 72,184 shares; 2026Q1: 58,268 shares; 2026Q2: 58,859 shares 58,859 $20.2M 2.72% +591 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,706 shares; 2024Q4: 329,438 shares; 2025Q1: 324,297 shares; 2025Q2: 312,598 shares; 2025Q3: 324,891 shares; 2025Q4: 365,973 shares; 2026Q1: 319,178 shares; 2026Q2: 322,099 shares 322,099 $19.2M 2.58% +2,921 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,964 shares; 2024Q4: 76,990 shares; 2025Q1: 80,783 shares; 2025Q2: 62,680 shares; 2025Q3: 87,486 shares; 2025Q4: 87,014 shares; 2026Q1: 38,601 shares; 2026Q2: 37,014 shares 37,014 $10.7M 1.44% -1,587 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 4,783 shares; 2025Q1: 6,412 shares; 2025Q2: 7,219 shares; 2025Q3: 6,309 shares; 2025Q4: 11,055 shares; 2026Q1: 5,167 shares; 2026Q2: 5,341 shares 5,341 $10.6M 1.43% +174 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,989 shares; 2024Q4: 5,223 shares; 2025Q1: 4,693 shares; 2025Q2: not reported; 2025Q3: 110,656 shares; 2025Q4: 122,668 shares; 2026Q1: 62,662 shares; 2026Q2: 64,077 shares 64,077 $7.53M 1.01% +1,415 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,529 shares; 2024Q4: 17,160 shares; 2025Q1: 42,591 shares; 2025Q2: 46,702 shares; 2025Q3: 37,020 shares; 2025Q4: 39,123 shares; 2026Q1: 37,284 shares; 2026Q2: 39,527 shares 39,527 $6.97M 0.94% +2,243 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 1,041 shares; 2025Q1: 5,383 shares; 2025Q2: 5,989 shares; 2025Q3: 8,430 shares; 2025Q4: 9,319 shares; 2026Q1: 8,290 shares; 2026Q2: 8,604 shares 8,604 $6.84M 0.92% +314 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,905 shares; 2024Q4: 62,598 shares; 2025Q1: 52,707 shares; 2025Q2: 46,345 shares; 2025Q3: 45,168 shares; 2025Q4: 50,554 shares; 2026Q1: 47,513 shares; 2026Q2: 44,179 shares 44,179 $6.55M 0.88% -3,334 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,374 shares; 2024Q4: 8,926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,572 shares; 2025Q4: 15,570 shares; 2026Q1: 26,025 shares; 2026Q2: 26,885 shares 26,885 $6.39M 0.86% +860 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,339 shares; 2024Q4: 83,764 shares; 2025Q1: 72,253 shares; 2025Q2: 69,333 shares; 2025Q3: 67,734 shares; 2025Q4: 60,762 shares; 2026Q1: 16,243 shares; 2026Q2: 16,777 shares 16,777 $6.34M 0.85% +534 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,917 shares; 2025Q4: 75,346 shares; 2026Q1: 42,255 shares; 2026Q2: 42,755 shares 42,755 $6.18M 0.83% +500 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,110 shares; 2025Q4: 17,248 shares; 2026Q1: 32,859 shares; 2026Q2: 33,471 shares 33,471 $6.06M 0.82% +612 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,593 shares; 2025Q4: 2,860 shares; 2026Q1: 5,802 shares; 2026Q2: 5,858 shares 5,858 $5.92M 0.8% +56 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,287 shares; 2024Q4: 13,280 shares; 2025Q1: 12,826 shares; 2025Q2: 12,781 shares; 2025Q3: 12,769 shares; 2025Q4: 12,366 shares; 2026Q1: 12,176 shares; 2026Q2: 46,876 shares 46,876 $5.82M 0.78% +34,700 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: 2,398 shares; 2025Q1: 2,175 shares; 2025Q2: 2,026 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,776 shares; 2026Q2: 18,752 shares 18,752 $5.66M 0.76% +16,976 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,982 shares; 2024Q4: 41,543 shares; 2025Q1: 29,940 shares; 2025Q2: 13,176 shares; 2025Q3: 31,682 shares; 2025Q4: 34,523 shares; 2026Q1: 15,287 shares; 2026Q2: 15,147 shares 15,147 $5.65M 0.76% -140 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,065 shares; 2024Q4: 19,861 shares; 2025Q1: 41,115 shares; 2025Q2: 45,228 shares; 2025Q3: 56,276 shares; 2025Q4: 69,882 shares; 2026Q1: 123,287 shares; 2026Q2: 125,920 shares 125,920 $5.33M 0.72% +2,633 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,912 shares; 2024Q4: 41,905 shares; 2025Q1: 42,869 shares; 2025Q2: 43,987 shares; 2025Q3: 45,401 shares; 2025Q4: 46,171 shares; 2026Q1: 22,360 shares; 2026Q2: 22,157 shares 22,157 $5.28M 0.71% -203 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,953 shares; 2024Q4: 96,536 shares; 2025Q1: 70,140 shares; 2025Q2: 65,654 shares; 2025Q3: 65,893 shares; 2025Q4: 63,740 shares; 2026Q1: 63,761 shares; 2026Q2: 63,058 shares 63,058 $5.17M 0.7% -703 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,163 shares; 2025Q4: 12,434 shares; 2026Q1: 26,651 shares; 2026Q2: 27,468 shares 27,468 $4.91M 0.66% +817 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,128 shares; 2026Q2: 11,268 shares 11,268 $4.88M 0.66% +140 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,296 shares; 2024Q4: 17,446 shares; 2025Q1: 7,738 shares; 2025Q2: 17,554 shares; 2025Q3: 7,370 shares; 2025Q4: 6,710 shares; 2026Q1: 6,566 shares; 2026Q2: 6,337 shares 6,337 $4.73M 0.64% -229 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 9,690 shares; 2025Q1: 5,367 shares; 2025Q2: 6,422 shares; 2025Q3: 4,271 shares; 2025Q4: 4,246 shares; 2026Q1: 17,431 shares; 2026Q2: 18,029 shares 18,029 $4.58M 0.62% +598 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,769 shares; 2024Q4: 29,729 shares; 2025Q1: 27,742 shares; 2025Q2: 28,896 shares; 2025Q3: 12,011 shares; 2025Q4: 11,743 shares; 2026Q1: 11,657 shares; 2026Q2: 11,434 shares 11,434 $4.03M 0.54% -223 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,816 shares; 2024Q4: 23,863 shares; 2025Q1: 25,110 shares; 2025Q2: 25,173 shares; 2025Q3: 24,820 shares; 2025Q4: 25,063 shares; 2026Q1: 24,475 shares; 2026Q2: 24,789 shares 24,789 $3.82M 0.52% +314 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: 16,357 shares; 2025Q3: 35,640 shares; 2025Q4: 41,119 shares; 2026Q1: 44,600 shares; 2026Q2: 45,851 shares 45,851 $3.54M 0.48% +1,251 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 8,376 shares; 2025Q1: 999 shares; 2025Q2: 2,704 shares; 2025Q3: 933 shares; 2025Q4: 924 shares; 2026Q1: 8,417 shares; 2026Q2: 8,633 shares 8,633 $3.43M 0.46% +216 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,614 shares; 2026Q2: 16,113 shares 16,113 $3.37M 0.45% +499 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,181 shares; 2025Q4: 2,979 shares; 2026Q1: 9,187 shares; 2026Q2: 9,366 shares 9,366 $3.34M 0.45% +179 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,617 shares; 2024Q4: 27,244 shares; 2025Q1: 31,568 shares; 2025Q2: 32,451 shares; 2025Q3: 33,798 shares; 2025Q4: 29,361 shares; 2026Q1: 8,614 shares; 2026Q2: 9,302 shares 9,302 $3.32M 0.45% +688 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163,570 shares; 2026Q1: 74,153 shares; 2026Q2: 76,053 shares 76,053 $3.07M 0.41% +1,900 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: 2,891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,577 shares; 2025Q4: 9,408 shares; 2026Q1: 10,147 shares; 2026Q2: 10,339 shares 10,339 $3M 0.4% +192 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 3,162 shares; 2025Q1: 11,124 shares; 2025Q2: 10,133 shares; 2025Q3: 18,569 shares; 2025Q4: 6,075 shares; 2026Q1: 20,313 shares; 2026Q2: 20,469 shares 20,469 $3M 0.4% +156 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,503 shares; 2024Q4: 20,314 shares; 2025Q1: 25,474 shares; 2025Q2: 51,537 shares; 2025Q3: 58,020 shares; 2025Q4: 97,606 shares; 2026Q1: 103,656 shares; 2026Q2: 91,616 shares 91,616 $2.8M 0.38% -12,040 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,130 shares; 2024Q4: 10,680 shares; 2025Q1: 10,364 shares; 2025Q2: 10,409 shares; 2025Q3: 10,473 shares; 2025Q4: 9,537 shares; 2026Q1: 3,780 shares; 2026Q2: 3,770 shares 3,770 $2.78M 0.37% -10 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,434 shares; 2026Q1: not reported; 2026Q2: 49,813 shares 49,813 $2.76M 0.37% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,955 shares; 2025Q2: 75,090 shares; 2025Q3: 55,571 shares; 2025Q4: 61,052 shares; 2026Q1: 29,427 shares; 2026Q2: 30,209 shares 30,209 $2.7M 0.36% +782 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 18,827 shares; 2025Q4: 20,499 shares; 2026Q1: 28,066 shares; 2026Q2: 29,042 shares 29,042 $2.64M 0.36% +976 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,388 shares 15,388 $2.63M 0.35% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,843 shares; 2024Q4: 34,828 shares; 2025Q1: 32,830 shares; 2025Q2: 30,647 shares; 2025Q3: 29,267 shares; 2025Q4: 29,697 shares; 2026Q1: 34,154 shares; 2026Q2: 31,818 shares 31,818 $2.59M 0.35% -2,336 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,147 shares; 2024Q4: 24,913 shares; 2025Q1: 25,951 shares; 2025Q2: 26,424 shares; 2025Q3: 34,682 shares; 2025Q4: 33,915 shares; 2026Q1: 8,844 shares; 2026Q2: 8,982 shares 8,982 $2.53M 0.34% +138 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,143 shares; 2026Q2: 8,384 shares 8,384 $2.35M 0.32% +241 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,571 shares; 2025Q2: 13,577 shares; 2025Q3: 6,349 shares; 2025Q4: 1,098 shares; 2026Q1: 10,200 shares; 2026Q2: 10,424 shares 10,424 $2.33M 0.31% +224 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,193 shares; 2026Q2: 11,364 shares 11,364 $2.29M 0.31% +171 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,793 shares; 2024Q4: 67,192 shares; 2025Q1: 68,099 shares; 2025Q2: 67,993 shares; 2025Q3: 67,772 shares; 2025Q4: 58,646 shares; 2026Q1: 11,281 shares; 2026Q2: 11,245 shares 11,245 $2.25M 0.3% -36 Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,035 shares 60,035 $2.21M 0.3% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,769 shares; 2026Q2: 32,185 shares 32,185 $2.2M 0.3% +416 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,668 shares; 2024Q4: 84,400 shares; 2025Q1: 85,492 shares; 2025Q2: 83,871 shares; 2025Q3: 78,773 shares; 2025Q4: 76,402 shares; 2026Q1: 74,880 shares; 2026Q2: 65,892 shares 65,892 $2.09M 0.28% -8,988 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 889 shares; 2025Q2: 915 shares; 2025Q3: 25,719 shares; 2025Q4: 27,093 shares; 2026Q1: 8,708 shares; 2026Q2: 8,971 shares 8,971 $1.98M 0.27% +263 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,179 shares; 2024Q4: 32,850 shares; 2025Q1: 32,654 shares; 2025Q2: 32,297 shares; 2025Q3: 32,393 shares; 2025Q4: 31,505 shares; 2026Q1: 8,065 shares; 2026Q2: 8,124 shares 8,124 $1.92M 0.26% +59 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,977 shares; 2024Q4: 13,350 shares; 2025Q1: 13,452 shares; 2025Q2: 13,711 shares; 2025Q3: 13,497 shares; 2025Q4: 13,423 shares; 2026Q1: 3,516 shares; 2026Q2: 3,354 shares 3,354 $1.89M 0.25% -162 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 1,514 shares; 2025Q1: 2,324 shares; 2025Q2: 2,268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,387 shares; 2026Q2: 3,513 shares 3,513 $1.86M 0.25% +126 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,741 shares; 2024Q4: 12,243 shares; 2025Q1: 12,340 shares; 2025Q2: 12,509 shares; 2025Q3: 12,607 shares; 2025Q4: 12,738 shares; 2026Q1: 3,543 shares; 2026Q2: 3,414 shares 3,414 $1.71M 0.23% -129 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,664 shares; 2024Q4: 20,193 shares; 2025Q1: 20,141 shares; 2025Q2: 18,257 shares; 2025Q3: 18,507 shares; 2025Q4: 18,606 shares; 2026Q1: 18,776 shares; 2026Q2: 17,414 shares 17,414 $1.67M 0.22% -1,362 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,612 shares; 2024Q4: 58,608 shares; 2025Q1: 59,400 shares; 2025Q2: 58,608 shares; 2025Q3: 59,442 shares; 2025Q4: 54,662 shares; 2026Q1: 4,737 shares; 2026Q2: 5,048 shares 5,048 $1.65M 0.22% +311 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,415 shares; 2025Q2: 7,050 shares; 2025Q3: 12,902 shares; 2025Q4: 12,015 shares; 2026Q1: 10,737 shares; 2026Q2: 11,043 shares 11,043 $1.57M 0.21% +306 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,254 shares; 2024Q4: 1,188 shares; 2025Q1: 1,093 shares; 2025Q2: 797 shares; 2025Q3: 1,057 shares; 2025Q4: 791 shares; 2026Q1: 1,234 shares; 2026Q2: 1,261 shares 1,261 $1.51M 0.2% +27 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,651 shares; 2024Q4: 21,981 shares; 2025Q1: 24,540 shares; 2025Q2: 24,187 shares; 2025Q3: 29,991 shares; 2025Q4: 31,381 shares; 2026Q1: 32,411 shares; 2026Q2: 29,973 shares 29,973 $1.51M 0.2% -2,438 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 487 shares; 2026Q1: 5,448 shares; 2026Q2: 5,658 shares 5,658 $1.48M 0.2% +210 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,898 shares; 2025Q4: 34,071 shares; 2026Q1: 37,789 shares; 2026Q2: 38,564 shares 38,564 $1.33M 0.18% +775 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,670 shares; 2026Q2: 89,292 shares 89,292 $1.31M 0.18% +1,622 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,969 shares; 2024Q4: 7,978 shares; 2025Q1: 7,827 shares; 2025Q2: 7,965 shares; 2025Q3: 8,421 shares; 2025Q4: 16,600 shares; 2026Q1: 23,188 shares; 2026Q2: 24,628 shares 24,628 $1.31M 0.18% +1,440 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,226 shares; 2024Q4: 447,864 shares; 2025Q1: 471,034 shares; 2025Q2: 305,906 shares; 2025Q3: 324,134 shares; 2025Q4: 337,442 shares; 2026Q1: 30,875 shares; 2026Q2: 19,066 shares 19,066 $1.29M 0.17% -11,809 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,023 shares; 2024Q4: 18,023 shares; 2025Q1: 16,368 shares; 2025Q2: 16,251 shares; 2025Q3: 17,831 shares; 2025Q4: 17,831 shares; 2026Q1: 17,831 shares; 2026Q2: 16,858 shares 16,858 $1.28M 0.17% -973 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,041 shares; 2024Q4: 28,286 shares; 2025Q1: 27,859 shares; 2025Q2: 28,201 shares; 2025Q3: 28,017 shares; 2025Q4: 28,195 shares; 2026Q1: 25,283 shares; 2026Q2: 20,666 shares 20,666 $1.27M 0.17% -4,617 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,388 shares; 2024Q4: 33,567 shares; 2025Q1: 33,269 shares; 2025Q2: 32,964 shares; 2025Q3: 32,518 shares; 2025Q4: 32,135 shares; 2026Q1: 27,782 shares; 2026Q2: 22,261 shares 22,261 $1.26M 0.17% -5,521 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,880 shares; 2024Q4: 19,629 shares; 2025Q1: 2,216 shares; 2025Q2: 8,999 shares; 2025Q3: 1,788 shares; 2025Q4: 1,792 shares; 2026Q1: 1,823 shares; 2026Q2: 1,782 shares 1,782 $1.22M 0.17% -41 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,929 shares; 2026Q2: 9,033 shares 9,033 $1.22M 0.16% +104 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 2,658 shares; 2026Q1: 4,594 shares; 2026Q2: 6,374 shares 6,374 $1.21M 0.16% +1,780 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,782 shares; 2025Q1: 6,803 shares; 2025Q2: 6,890 shares; 2025Q3: 6,868 shares; 2025Q4: 61,454 shares; 2026Q1: 15,030 shares; 2026Q2: 15,010 shares 15,010 $1.07M 0.14% -20 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,465 shares; 2024Q4: 2,126 shares; 2025Q1: 2,054 shares; 2025Q2: 2,274 shares; 2025Q3: 2,517 shares; 2025Q4: 2,411 shares; 2026Q1: 2,990 shares; 2026Q2: 3,044 shares 3,044 $1.04M 0.14% +54 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,470 shares; 2024Q4: 23,340 shares; 2025Q1: 23,617 shares; 2025Q2: 23,132 shares; 2025Q3: 22,542 shares; 2025Q4: 22,233 shares; 2026Q1: 21,642 shares; 2026Q2: 19,410 shares 19,410 $1.02M 0.14% -2,232 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,142 shares; 2024Q4: 13,432 shares; 2025Q1: 13,687 shares; 2025Q2: 13,700 shares; 2025Q3: 15,469 shares; 2025Q4: 15,701 shares; 2026Q1: 10,728 shares; 2026Q2: 11,947 shares 11,947 $921K 0.12% +1,219 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,133 shares; 2024Q4: 22,818 shares; 2025Q1: 23,114 shares; 2025Q2: 22,798 shares; 2025Q3: 22,089 shares; 2025Q4: 21,522 shares; 2026Q1: 18,744 shares; 2026Q2: 14,593 shares 14,593 $880K 0.12% -4,151 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,942 shares; 2025Q1: 5,942 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares; 2025Q4: 6,112 shares; 2026Q1: 6,112 shares; 2026Q2: 9,833 shares 9,833 $864K 0.12% +3,721 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,623 shares; 2025Q1: 3,165 shares; 2025Q2: 2,990 shares; 2025Q3: 2,632 shares; 2025Q4: 2,455 shares; 2026Q1: 2,016 shares; 2026Q2: 2,053 shares 2,053 $863K 0.12% +37 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 2,599 shares; 2025Q1: 2,390 shares; 2025Q2: 1,956 shares; 2025Q3: 2,378 shares; 2025Q4: 2,430 shares; 2026Q1: 3,013 shares; 2026Q2: 3,137 shares 3,137 $848K 0.11% +124 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,260 shares; 2024Q4: 15,510 shares; 2025Q1: 15,970 shares; 2025Q2: 16,032 shares; 2025Q3: 15,825 shares; 2025Q4: 16,628 shares; 2026Q1: 16,051 shares; 2026Q2: 14,955 shares 14,955 $845K 0.11% -1,096 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,234 shares; 2024Q4: 8,062 shares; 2025Q1: 8,081 shares; 2025Q2: 8,091 shares; 2025Q3: 8,091 shares; 2025Q4: 8,183 shares; 2026Q1: 7,862 shares; 2026Q2: 5,384 shares 5,384 $819K 0.11% -2,478 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,333 shares; 2025Q3: 35,063 shares; 2025Q4: 42,830 shares; 2026Q1: not reported; 2026Q2: 22,340 shares 22,340 $735K 0.1% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,333 shares; 2024Q4: 8,690 shares; 2025Q1: 8,447 shares; 2025Q2: 8,447 shares; 2025Q3: 9,593 shares; 2025Q4: 9,953 shares; 2026Q1: 5,109 shares; 2026Q2: 7,379 shares 7,379 $713K 0.1% +2,270 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 7,480 shares; 2025Q1: 6,309 shares; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares; 2025Q4: 6,069 shares; 2026Q1: 6,069 shares; 2026Q2: 5,745 shares 5,745 $678K 0.09% -324 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 1,959 shares; 2025Q1: 1,365 shares; 2025Q2: 840 shares; 2025Q3: 882 shares; 2025Q4: 867 shares; 2026Q1: 1,674 shares; 2026Q2: 1,503 shares 1,503 $625K 0.08% -171 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,667 shares; 2024Q4: 35,172 shares; 2025Q1: 23,644 shares; 2025Q2: 12,859 shares; 2025Q3: 18,797 shares; 2025Q4: 17,670 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $601K 0.08% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 5,260 shares; 2025Q1: 5,319 shares; 2025Q2: 7,298 shares; 2025Q3: 6,655 shares; 2025Q4: 6,655 shares; 2026Q1: 6,655 shares; 2026Q2: 5,624 shares 5,624 $584K 0.08% -1,031 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares; 2026Q2: 3,545 shares 3,545 $584K 0.08% +457 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 32,225 shares; 2025Q1: 35,760 shares; 2025Q2: 36,390 shares; 2025Q3: 3,846 shares; 2025Q4: 3,183 shares; 2026Q1: 3,862 shares; 2026Q2: 3,926 shares 3,926 $576K 0.08% +64 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,205 shares; 2026Q1: 53,640 shares; 2026Q2: 6,219 shares 6,219 $570K 0.08% -47,421 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,866 shares; 2024Q4: 8,092 shares; 2025Q1: 7,543 shares; 2025Q2: 7,381 shares; 2025Q3: 10,201 shares; 2025Q4: 7,381 shares; 2026Q1: 7,381 shares; 2026Q2: 9,785 shares 9,785 $558K 0.08% +2,404 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,118 shares; 2024Q4: 4,118 shares; 2025Q1: 4,187 shares; 2025Q2: 3,631 shares; 2025Q3: 4,357 shares; 2025Q4: 4,357 shares; 2026Q1: 5,535 shares; 2026Q2: 6,226 shares 6,226 $546K 0.07% +691 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433 shares; 2024Q4: 1,443 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,463 shares; 2025Q4: 1,587 shares; 2026Q1: 1,584 shares; 2026Q2: 1,553 shares 1,553 $525K 0.07% -31 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,585 shares; 2024Q4: 14,340 shares; 2025Q1: 14,340 shares; 2025Q2: 14,406 shares; 2025Q3: 14,394 shares; 2025Q4: 14,719 shares; 2026Q1: 14,719 shares; 2026Q2: 14,719 shares 14,719 $498K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,365 shares; 2024Q4: 4,754 shares; 2025Q1: 4,750 shares; 2025Q2: 3,364 shares; 2025Q3: 3,739 shares; 2025Q4: 68,380 shares; 2026Q1: 4,016 shares; 2026Q2: 3,842 shares 3,842 $494K 0.07% -174 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,493 shares; 2024Q4: 3,469 shares; 2025Q1: 3,196 shares; 2025Q2: 2,886 shares; 2025Q3: 3,254 shares; 2025Q4: 3,207 shares; 2026Q1: 3,568 shares; 2026Q2: 3,607 shares 3,607 $488K 0.07% +39 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,291 shares; 2026Q2: 3,932 shares 3,932 $429K 0.06% +641 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 1,860 shares; 2025Q1: 1,727 shares; 2025Q2: 1,305 shares; 2025Q3: 1,329 shares; 2025Q4: 1,279 shares; 2026Q1: 1,712 shares; 2026Q2: 1,704 shares 1,704 $429K 0.06% -8 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 819 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 819 shares 819 $428K 0.06% -43 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,384 shares; 2026Q2: 3,944 shares 3,944 $425K 0.06% +560 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,261 shares; 2026Q1: 8,155 shares; 2026Q2: 8,125 shares 8,125 $423K 0.06% -30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,656 shares; 2024Q4: 7,511 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,949 shares; 2025Q4: 5,949 shares; 2026Q1: 8,946 shares; 2026Q2: 8,819 shares 8,819 $419K 0.06% -127 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 812 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 4,846 shares 4,846 $417K 0.06% +4,038 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,756 shares 5,756 $410K 0.06% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,028 shares; 2025Q1: 9,442 shares; 2025Q2: 9,921 shares; 2025Q3: 10,564 shares; 2025Q4: 10,512 shares; 2026Q1: 10,490 shares; 2026Q2: 9,397 shares 9,397 $405K 0.05% -1,093 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,488 shares; 2024Q4: 8,768 shares; 2025Q1: 7,355 shares; 2025Q2: 7,750 shares; 2025Q3: 6,256 shares; 2025Q4: 3,093 shares; 2026Q1: 424 shares; 2026Q2: 422 shares 422 $395K 0.05% -2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 2,932 shares; 2025Q1: 34,759 shares; 2025Q2: 34,857 shares; 2025Q3: 36,009 shares; 2025Q4: 40,795 shares; 2026Q1: 2,023 shares; 2026Q2: 2,056 shares 2,056 $390K 0.05% +33 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 514 shares; 2025Q3: 979 shares; 2025Q4: 962 shares; 2026Q1: 488 shares; 2026Q2: 505 shares 505 $378K 0.05% +17 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 1,013 shares; 2026Q2: 1,162 shares 1,162 $366K 0.05% +149 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,127 shares; 2024Q4: 12,381 shares; 2025Q1: 12,381 shares; 2025Q2: 12,381 shares; 2025Q3: 12,381 shares; 2025Q4: 12,381 shares; 2026Q1: 12,381 shares; 2026Q2: 12,381 shares 12,381 $364K 0.05% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,108 shares; 2024Q4: 78,013 shares; 2025Q1: 79,883 shares; 2025Q2: 80,272 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 2,931 shares 2,931 $344K 0.05% -89 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 13,342 shares; 2025Q1: 11,621 shares; 2025Q2: 10,529 shares; 2025Q3: 2,191 shares; 2025Q4: 2,186 shares; 2026Q1: 2,160 shares; 2026Q2: 2,015 shares 2,015 $341K 0.05% -145 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 9,662 shares; 2025Q1: 771 shares; 2025Q2: 12,391 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 3,830 shares 3,830 $337K 0.05% +3,064 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,546 shares; 2024Q4: 105,303 shares; 2025Q1: 111,661 shares; 2025Q2: 112,742 shares; 2025Q3: 119,457 shares; 2025Q4: 115,315 shares; 2026Q1: 2,207 shares; 2026Q2: 2,854 shares 2,854 $323K 0.04% +647 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,652 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $323K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,275 shares; 2025Q1: 2,345 shares; 2025Q2: 2,253 shares; 2025Q3: 2,056 shares; 2025Q4: 2,184 shares; 2026Q1: 981 shares; 2026Q2: 865 shares 865 $320K 0.04% -116 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 504 shares; 2026Q2: 491 shares 491 $311K 0.04% -13 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,356 shares 1,356 $311K 0.04% -56 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,022 shares 1,022 $310K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $306K 0.04% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,369 shares 1,369 $305K 0.04% +38 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 4,113 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 4,231 shares; 2025Q4: 4,131 shares; 2026Q1: 3,345 shares; 2026Q2: 3,389 shares 3,389 $280K 0.04% +44 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,591 shares; 2024Q4: 6,187 shares; 2025Q1: 9,991 shares; 2025Q2: 8,689 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465 $271K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,459 shares; 2025Q2: 30,287 shares; 2025Q3: 31,802 shares; 2025Q4: 33,603 shares; 2026Q1: not reported; 2026Q2: 1,041 shares 1,041 $266K 0.04% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 278 shares; 2026Q1: not reported; 2026Q2: 2,224 shares 2,224 $266K 0.04% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 1,717 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,684 shares; 2025Q4: 1,697 shares; 2026Q1: 822 shares; 2026Q2: 3,288 shares 3,288 $265K 0.04% +2,466 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,174 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 1,164 shares; 2026Q2: 842 shares 842 $253K 0.03% -322 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,051 shares; 2024Q4: 7,051 shares; 2025Q1: 7,051 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares; 2026Q2: 7,051 shares 7,051 $248K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 1,937 shares 1,937 $245K 0.03% -12 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455 shares; 2026Q1: 1,450 shares; 2026Q2: 1,516 shares 1,516 $238K 0.03% +66 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,755 shares; 2025Q1: 2,387 shares; 2025Q2: 1,981 shares; 2025Q3: 1,960 shares; 2025Q4: 53,710 shares; 2026Q1: 2,043 shares; 2026Q2: 1,871 shares 1,871 $237K 0.03% -172 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,375 shares; 2025Q4: not reported; 2026Q1: 3,758 shares; 2026Q2: 4,075 shares 4,075 $236K 0.03% +317 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $234K 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,921 shares 1,921 $229K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 2,004 shares; 2025Q1: 1,281 shares; 2025Q2: 929 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $226K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,697 shares 2,697 $225K 0.03% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,674 shares; 2024Q4: 21,238 shares; 2025Q1: 17,502 shares; 2025Q2: 15,071 shares; 2025Q3: 13,782 shares; 2025Q4: 13,802 shares; 2026Q1: 13,340 shares; 2026Q2: 10,915 shares 10,915 $224K 0.03% -2,425 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,515 shares; 2024Q4: 1,749 shares; 2025Q1: 5,377 shares; 2025Q2: 4,380 shares; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 646 shares; 2026Q2: 613 shares 613 $222K 0.03% -33 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,358 shares 2,358 $221K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 227 shares 227 $219K 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,396 shares; 2024Q4: 7,602 shares; 2025Q1: 9,623 shares; 2025Q2: 9,920 shares; 2025Q3: 10,221 shares; 2025Q4: 4,653 shares; 2026Q1: not reported; 2026Q2: 531 shares 531 $216K 0.03% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $213K 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,931 shares 1,931 $213K 0.03% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,168 shares 4,168 $210K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 21,256 shares; 2025Q2: 21,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $204K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,458 shares; 2024Q4: 2,658 shares; 2025Q1: 2,427 shares; 2025Q2: 1,954 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: not reported; 2026Q2: 2,072 shares 2,072 $204K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,444 shares; 2025Q4: 1,339 shares; 2026Q1: 1,290 shares; 2026Q2: 1,225 shares 1,225 $203K 0.03% -65 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,679 shares 6,679 $202K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,795 shares 2,795 $201K 0.03% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,778 shares; 2024Q4: 10,778 shares; 2025Q1: 10,778 shares; 2025Q2: 10,778 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares; 2026Q1: 10,778 shares; 2026Q2: 10,778 shares 10,778 $180K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 10,546 shares; 2025Q2: 10,546 shares; 2025Q3: 10,546 shares; 2025Q4: 10,546 shares; 2026Q1: 10,546 shares; 2026Q2: 10,546 shares 10,546 $52.6K 0.01% 0 Timeline