SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 897,737 shares; 2025Q1: 872,142 shares; 2025Q2: 772,309 shares; 2025Q3: 754,841 shares; 2025Q4: 795,620 shares; 2026Q1: 876,788 shares; 2026Q2: 1,118,353 shares; 2026Q3: 1,103,370 shares 1,103,370 $99M 19.55% -14,983 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,890 shares; 2025Q1: 239,917 shares; 2025Q2: 232,067 shares; 2025Q3: 226,720 shares; 2025Q4: 236,333 shares; 2026Q1: 248,875 shares; 2026Q2: 253,147 shares; 2026Q3: 253,712 shares 253,712 $36.1M 7.12% +565 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 757,477 shares; 2026Q2: 865,014 shares; 2026Q3: 874,139 shares 874,139 $31.8M 6.27% +9,125 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345,354 shares; 2025Q1: 347,046 shares; 2025Q2: 362,476 shares; 2025Q3: 444,724 shares; 2025Q4: 477,791 shares; 2026Q1: 422,822 shares; 2026Q2: 440,877 shares; 2026Q3: 432,087 shares 432,087 $29.9M 5.91% -8,790 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,649 shares; 2025Q1: 71,635 shares; 2025Q2: 81,124 shares; 2025Q3: 84,033 shares; 2025Q4: 114,475 shares; 2026Q1: 104,257 shares; 2026Q2: 99,890 shares; 2026Q3: 97,194 shares 97,194 $22.2M 4.38% -2,696 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,604 shares; 2025Q1: 50,436 shares; 2025Q2: 61,312 shares; 2025Q3: 73,164 shares; 2025Q4: 75,317 shares; 2026Q1: 42,673 shares; 2026Q2: 42,409 shares; 2026Q3: 41,423 shares 41,423 $15.8M 3.12% -986 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,042 shares; 2025Q1: 64,986 shares; 2025Q2: 69,090 shares; 2025Q3: 95,014 shares; 2025Q4: 113,159 shares; 2026Q1: 135,498 shares; 2026Q2: 151,022 shares; 2026Q3: 272,865 shares 272,865 $13.9M 2.74% +121,843 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,559 shares; 2025Q3: 262,871 shares; 2025Q4: 262,184 shares; 2026Q1: 326,924 shares; 2026Q2: 301,030 shares; 2026Q3: 267,599 shares 267,599 $12.6M 2.49% -33,431 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,685 shares; 2026Q2: 159,050 shares; 2026Q3: 219,543 shares 219,543 $10.7M 2.12% +60,493 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27,287 shares; 2025Q2: 23,362 shares; 2025Q3: 94,725 shares; 2025Q4: 159,487 shares; 2026Q1: 225,759 shares; 2026Q2: 184,092 shares; 2026Q3: 177,695 shares 177,695 $9.2M 1.82% -6,397 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,927 shares; 2025Q1: 23,916 shares; 2025Q2: 23,759 shares; 2025Q3: 23,086 shares; 2025Q4: 23,477 shares; 2026Q1: 26,621 shares; 2026Q2: 26,657 shares; 2026Q3: 26,672 shares 26,672 $8.88M 1.75% +15 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,202 shares; 2025Q1: 124,043 shares; 2025Q2: 129,755 shares; 2025Q3: 118,576 shares; 2025Q4: 84,523 shares; 2026Q1: 85,759 shares; 2026Q2: 37,807 shares; 2026Q3: 34,039 shares 34,039 $7.56M 1.49% -3,768 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,637 shares; 2025Q1: 10,639 shares; 2025Q2: 10,649 shares; 2025Q3: 10,661 shares; 2025Q4: 10,754 shares; 2026Q1: 10,756 shares; 2026Q2: 10,718 shares; 2026Q3: 10,748 shares 10,748 $7.53M 1.49% +30 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,571 shares; 2025Q4: 33,288 shares; 2026Q1: 43,266 shares; 2026Q2: 51,507 shares; 2026Q3: 48,375 shares 48,375 $7.48M 1.48% -3,132 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,225 shares; 2025Q1: 30,142 shares; 2025Q2: 29,789 shares; 2025Q3: 32,048 shares; 2025Q4: 31,783 shares; 2026Q1: 32,001 shares; 2026Q2: 30,638 shares; 2026Q3: 31,311 shares 31,311 $7.31M 1.44% +673 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,269 shares; 2025Q1: 173,437 shares; 2025Q2: 189,516 shares; 2025Q3: 235,839 shares; 2025Q4: 223,966 shares; 2026Q1: 222,401 shares; 2026Q2: 251,553 shares; 2026Q3: 266,790 shares 266,790 $6.36M 1.26% +15,237 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,228 shares; 2026Q3: 124,298 shares 124,298 $6.23M 1.23% +51,070 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,052 shares; 2025Q1: 203,544 shares; 2025Q2: 203,542 shares; 2025Q3: 202,442 shares; 2025Q4: 204,549 shares; 2026Q1: 199,774 shares; 2026Q2: 196,050 shares; 2026Q3: 163,050 shares 163,050 $6.01M 1.19% -33,000 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,779 shares; 2026Q2: 222,323 shares; 2026Q3: 273,731 shares 273,731 $5.99M 1.18% +51,408 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,477 shares; 2025Q1: 64,264 shares; 2025Q2: 55,820 shares; 2025Q3: 51,048 shares; 2025Q4: 48,902 shares; 2026Q1: 48,628 shares; 2026Q2: 56,575 shares; 2026Q3: 123,880 shares 123,880 $5.87M 1.16% +67,305 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,294 shares; 2026Q3: 186,343 shares 186,343 $5.56M 1.1% +16,049 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,241 shares; 2025Q1: 285,992 shares; 2025Q2: 262,966 shares; 2025Q3: 110,774 shares; 2025Q4: 98,832 shares; 2026Q1: 97,816 shares; 2026Q2: 90,010 shares; 2026Q3: 81,435 shares 81,435 $5.36M 1.06% -8,575 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,737 shares; 2025Q1: 25,744 shares; 2025Q2: 23,769 shares; 2025Q3: 19,683 shares; 2025Q4: 23,839 shares; 2026Q1: 21,981 shares; 2026Q2: 16,990 shares; 2026Q3: 50,191 shares 50,191 $5.07M 1% +33,201 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,590 shares; 2025Q1: 9,699 shares; 2025Q2: 9,797 shares; 2025Q3: 9,775 shares; 2025Q4: 9,907 shares; 2026Q1: 9,863 shares; 2026Q2: 9,821 shares; 2026Q3: 9,874 shares 9,874 $5.06M 1% +53 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,625 shares; 2025Q1: 85,523 shares; 2025Q2: 85,249 shares; 2025Q3: 82,406 shares; 2025Q4: 79,331 shares; 2026Q1: 78,981 shares; 2026Q2: 78,601 shares; 2026Q3: 78,201 shares 78,201 $4.52M 0.89% -400 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $4.27M 0.84% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,096 shares; 2025Q1: 69,261 shares; 2025Q2: 67,894 shares; 2025Q3: 91,003 shares; 2025Q4: 91,889 shares; 2026Q1: 50,466 shares; 2026Q2: 51,663 shares; 2026Q3: 50,806 shares 50,806 $4.18M 0.82% -857 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,812 shares; 2025Q1: 12,541 shares; 2025Q2: 12,567 shares; 2025Q3: 12,478 shares; 2025Q4: 12,674 shares; 2026Q1: 12,352 shares; 2026Q2: 12,003 shares; 2026Q3: 11,799 shares 11,799 $4.06M 0.8% -204 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,634 shares; 2025Q1: 14,699 shares; 2025Q2: 14,701 shares; 2025Q3: 14,726 shares; 2025Q4: 14,719 shares; 2026Q1: 14,656 shares; 2026Q2: 14,381 shares; 2026Q3: 14,467 shares 14,467 $3.78M 0.75% +86 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares; 2025Q2: 28,000 shares; 2025Q3: 27,983 shares; 2025Q4: 27,983 shares; 2026Q1: 27,983 shares; 2026Q2: 27,000 shares; 2026Q3: 27,000 shares 27,000 $3.71M 0.73% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,853 shares; 2025Q1: 11,748 shares; 2025Q2: 11,732 shares; 2025Q3: 11,705 shares; 2025Q4: 11,715 shares; 2026Q1: 11,675 shares; 2026Q2: 10,608 shares; 2026Q3: 10,593 shares 10,593 $3.36M 0.66% -15 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,694 shares; 2025Q1: 12,707 shares; 2025Q2: 12,737 shares; 2025Q3: 12,706 shares; 2025Q4: 12,824 shares; 2026Q1: 12,915 shares; 2026Q2: 12,981 shares; 2026Q3: 12,952 shares 12,952 $3.23M 0.64% -29 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,318 shares; 2025Q1: 30,347 shares; 2025Q2: 30,226 shares; 2025Q3: 30,136 shares; 2025Q4: 29,992 shares; 2026Q1: 29,973 shares; 2026Q2: 29,225 shares; 2026Q3: 29,981 shares 29,981 $3.12M 0.61% +756 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,083 shares; 2025Q1: 13,000 shares; 2025Q2: 13,122 shares; 2025Q3: 13,101 shares; 2025Q4: 13,034 shares; 2026Q1: 13,023 shares; 2026Q2: 12,951 shares; 2026Q3: 13,115 shares 13,115 $3M 0.59% +164 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,584 shares; 2025Q2: 5,583 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 5,578 shares; 2026Q2: 22,311 shares; 2026Q3: 22,311 shares 22,311 $2.79M 0.55% 0 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,954 shares; 2026Q2: 195,227 shares; 2026Q3: 56,257 shares 56,257 $2.62M 0.52% -138,970 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,079 shares; 2025Q1: 3,979 shares; 2025Q2: 3,981 shares; 2025Q3: 3,981 shares; 2025Q4: 3,981 shares; 2026Q1: 4,152 shares; 2026Q2: 24,911 shares; 2026Q3: 26,351 shares 26,351 $2.37M 0.47% +1,440 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,955 shares; 2025Q1: 9,497 shares; 2025Q2: 27,565 shares; 2025Q3: 34,536 shares; 2025Q4: 42,201 shares; 2026Q1: 45,475 shares; 2026Q2: 50,170 shares; 2026Q3: 45,376 shares 45,376 $2.29M 0.45% -4,794 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 841 shares; 2025Q1: 4,958 shares; 2025Q2: 5,279 shares; 2025Q3: 5,179 shares; 2025Q4: 5,112 shares; 2026Q1: 5,038 shares; 2026Q2: 4,852 shares; 2026Q3: 4,835 shares 4,835 $2.01M 0.4% -17 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,832 shares; 2025Q1: 9,561 shares; 2025Q2: 8,680 shares; 2025Q3: 8,407 shares; 2025Q4: 8,654 shares; 2026Q1: 12,851 shares; 2026Q2: 12,006 shares; 2026Q3: 11,892 shares 11,892 $1.98M 0.39% -114 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,554 shares; 2025Q1: 213,639 shares; 2025Q2: 222,806 shares; 2025Q3: 236,967 shares; 2025Q4: 257,927 shares; 2026Q1: 279,659 shares; 2026Q2: 328,868 shares; 2026Q3: 84,573 shares 84,573 $1.79M 0.35% -244,295 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,597 shares; 2025Q1: 42,630 shares; 2025Q2: 41,202 shares; 2025Q3: 39,953 shares; 2025Q4: 71,160 shares; 2026Q1: 76,156 shares; 2026Q2: 59,679 shares; 2026Q3: 11,676 shares 11,676 $1.77M 0.35% -48,003 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,508 shares; 2025Q1: 11,802 shares; 2025Q2: 15,791 shares; 2025Q3: 16,513 shares; 2025Q4: 17,694 shares; 2026Q1: 18,492 shares; 2026Q2: 33,188 shares; 2026Q3: 47,302 shares 47,302 $1.63M 0.32% +14,114 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,755 shares; 2025Q1: 10,245 shares; 2025Q2: 12,155 shares; 2025Q3: 13,425 shares; 2025Q4: 13,255 shares; 2026Q1: 13,552 shares; 2026Q2: 13,316 shares; 2026Q3: 12,808 shares 12,808 $1.62M 0.32% -508 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,729 shares; 2025Q1: 29,917 shares; 2025Q2: 29,832 shares; 2025Q3: 29,810 shares; 2025Q4: 29,832 shares; 2026Q1: 29,832 shares; 2026Q2: 29,810 shares; 2026Q3: 29,810 shares 29,810 $1.62M 0.32% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,359 shares; 2025Q1: 24,540 shares; 2025Q2: 24,624 shares; 2025Q3: 26,052 shares; 2025Q4: 25,375 shares; 2026Q1: 25,153 shares; 2026Q2: 20,971 shares; 2026Q3: 15,726 shares 15,726 $1.53M 0.3% -5,245 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,246 shares; 2025Q1: 15,253 shares; 2025Q2: 15,253 shares; 2025Q3: 15,088 shares; 2025Q4: 15,089 shares; 2026Q1: 14,811 shares; 2026Q2: 14,812 shares; 2026Q3: 14,948 shares 14,948 $1.48M 0.29% +136 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,521 shares; 2025Q1: 24,096 shares; 2025Q2: 27,874 shares; 2025Q3: 28,875 shares; 2025Q4: 35,615 shares; 2026Q1: 29,626 shares; 2026Q2: 30,157 shares; 2026Q3: 29,262 shares 29,262 $1.47M 0.29% -895 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,026 shares; 2025Q1: 68,103 shares; 2025Q2: 68,132 shares; 2025Q3: 63,656 shares; 2025Q4: 65,109 shares; 2026Q1: 52,721 shares; 2026Q2: 45,737 shares; 2026Q3: 29,806 shares 29,806 $1.39M 0.27% -15,931 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,991 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,991 shares; 2026Q2: 14,888 shares; 2026Q3: 14,888 shares 14,888 $1.38M 0.27% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,220 shares; 2025Q1: 14,220 shares; 2025Q2: 12,620 shares; 2025Q3: 25,000 shares; 2025Q4: 25,700 shares; 2026Q1: 25,700 shares; 2026Q2: 25,800 shares; 2026Q3: 26,550 shares 26,550 $1.34M 0.26% +750 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,210 shares; 2025Q1: 11,656 shares; 2025Q2: 9,520 shares; 2025Q3: 9,679 shares; 2025Q4: 12,215 shares; 2026Q1: 12,146 shares; 2026Q2: 13,994 shares; 2026Q3: 14,676 shares 14,676 $1.3M 0.26% +682 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,932 shares; 2025Q1: 5,023 shares; 2025Q2: 4,966 shares; 2025Q3: 4,877 shares; 2025Q4: 4,948 shares; 2026Q1: 4,848 shares; 2026Q2: 4,831 shares; 2026Q3: 4,846 shares 4,846 $1.28M 0.25% +15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,301 shares; 2025Q3: 13,248 shares; 2025Q4: 14,193 shares; 2026Q1: 12,838 shares; 2026Q2: 17,960 shares; 2026Q3: 23,567 shares 23,567 $1.27M 0.25% +5,607 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,488 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,355 shares; 2025Q4: 4,347 shares; 2026Q1: 4,704 shares; 2026Q2: 4,704 shares; 2026Q3: 5,213 shares 5,213 $1.13M 0.22% +509 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,812 shares; 2025Q1: 20,807 shares; 2025Q2: 20,817 shares; 2025Q3: 20,787 shares; 2025Q4: 20,697 shares; 2026Q1: 19,763 shares; 2026Q2: 19,448 shares; 2026Q3: 19,238 shares 19,238 $1.12M 0.22% -210 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,649 shares; 2025Q1: 5,652 shares; 2025Q2: 5,581 shares; 2025Q3: 5,585 shares; 2025Q4: 5,513 shares; 2026Q1: 5,517 shares; 2026Q2: 5,381 shares; 2026Q3: 5,440 shares 5,440 $1.11M 0.22% +59 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,615 shares; 2025Q1: 12,712 shares; 2025Q2: 12,672 shares; 2025Q3: 12,704 shares; 2025Q4: 12,602 shares; 2026Q1: 12,501 shares; 2026Q2: 12,418 shares; 2026Q3: 12,306 shares 12,306 $1.06M 0.21% -112 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,935 shares; 2025Q1: 13,977 shares; 2025Q2: 13,935 shares; 2025Q3: 14,176 shares; 2025Q4: 13,783 shares; 2026Q1: 13,837 shares; 2026Q2: 13,936 shares; 2026Q3: 12,708 shares 12,708 $1.05M 0.21% -1,228 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 808 shares; 2025Q1: 845 shares; 2025Q2: 838 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 844 shares; 2026Q2: 872 shares; 2026Q3: 907 shares 907 $1.05M 0.21% +35 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,426 shares; 2025Q1: 14,282 shares; 2025Q2: 13,159 shares; 2025Q3: 14,472 shares; 2025Q4: 17,565 shares; 2026Q1: 16,035 shares; 2026Q2: 23,616 shares; 2026Q3: 37,370 shares 37,370 $1.03M 0.2% +13,754 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,699 shares; 2025Q1: 2,398 shares; 2025Q2: 2,371 shares; 2025Q3: 2,368 shares; 2025Q4: 2,337 shares; 2026Q1: 2,358 shares; 2026Q2: 1,857 shares; 2026Q3: 1,858 shares 1,858 $1.02M 0.2% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,493 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,082 shares; 2025Q4: 3,031 shares; 2026Q1: 3,035 shares; 2026Q2: 12,144 shares; 2026Q3: 12,716 shares 12,716 $997K 0.2% +572 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,853 shares; 2025Q1: 7,918 shares; 2025Q2: 7,811 shares; 2025Q3: 7,743 shares; 2025Q4: 7,682 shares; 2026Q1: 7,599 shares; 2026Q2: 6,844 shares; 2026Q3: 6,694 shares 6,694 $972K 0.19% -150 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,435 shares; 2026Q3: 19,705 shares 19,705 $957K 0.19% +12,270 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,584 shares; 2026Q2: 10,038 shares; 2026Q3: 10,081 shares 10,081 $928K 0.18% +43 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,768 shares; 2025Q1: 3,832 shares; 2025Q2: 3,724 shares; 2025Q3: 3,725 shares; 2025Q4: 3,731 shares; 2026Q1: 3,769 shares; 2026Q2: 2,478 shares; 2026Q3: 2,479 shares 2,479 $891K 0.18% +1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,707 shares; 2026Q1: 1,682 shares; 2026Q2: 1,439 shares; 2026Q3: 1,444 shares 1,444 $883K 0.17% +5 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,335 shares 24,335 $861K 0.17% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,035 shares; 2025Q1: 5,132 shares; 2025Q2: 5,138 shares; 2025Q3: 5,325 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,125 shares; 2026Q3: 5,129 shares 5,129 $856K 0.17% +4 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,423 shares; 2025Q1: 8,077 shares; 2025Q2: 10,825 shares; 2025Q3: 10,272 shares; 2025Q4: 10,334 shares; 2026Q1: 10,373 shares; 2026Q2: 10,276 shares; 2026Q3: 7,981 shares 7,981 $841K 0.17% -2,295 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares; 2026Q3: 1,292 shares 1,292 $787K 0.16% -110 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,708 shares; 2025Q1: 2,651 shares; 2025Q2: 2,672 shares; 2025Q3: 2,676 shares; 2025Q4: 2,682 shares; 2026Q1: 2,626 shares; 2026Q2: 2,303 shares; 2026Q3: 2,305 shares 2,305 $762K 0.15% +2 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,410 shares; 2025Q4: 6,332 shares; 2026Q1: 6,283 shares; 2026Q2: 6,274 shares; 2026Q3: 6,274 shares 6,274 $743K 0.15% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,513 shares 4,513 $735K 0.14% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,151 shares; 2025Q1: 6,164 shares; 2025Q2: 6,219 shares; 2025Q3: 6,242 shares; 2025Q4: 6,977 shares; 2026Q1: 7,284 shares; 2026Q2: 7,306 shares; 2026Q3: 7,331 shares 7,331 $729K 0.14% +25 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,447 shares; 2025Q1: 99,655 shares; 2025Q2: 24,609 shares; 2025Q3: 18,473 shares; 2025Q4: 16,223 shares; 2026Q1: 16,040 shares; 2026Q2: 15,943 shares; 2026Q3: 15,687 shares 15,687 $728K 0.14% -256 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,125 shares; 2025Q1: 2,532 shares; 2025Q2: 2,526 shares; 2025Q3: 2,527 shares; 2025Q4: 2,578 shares; 2026Q1: 2,557 shares; 2026Q2: 2,457 shares; 2026Q3: 2,459 shares 2,459 $700K 0.14% +2 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,552 shares; 2025Q1: 7,083 shares; 2025Q2: 6,949 shares; 2025Q3: 7,414 shares; 2025Q4: 7,890 shares; 2026Q1: 8,673 shares; 2026Q2: 8,911 shares; 2026Q3: 9,423 shares 9,423 $665K 0.13% +512 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,450 shares; 2025Q1: 1,521 shares; 2025Q2: 1,558 shares; 2025Q3: 1,560 shares; 2025Q4: 1,551 shares; 2026Q1: 1,419 shares; 2026Q2: 1,437 shares; 2026Q3: 1,452 shares 1,452 $662K 0.13% +15 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,726 shares; 2025Q4: 1,692 shares; 2026Q1: 1,693 shares; 2026Q2: 1,694 shares; 2026Q3: 1,694 shares 1,694 $658K 0.13% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,912 shares; 2025Q3: 17,820 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,233 shares; 2026Q3: 35,264 shares 35,264 $642K 0.13% +6,031 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,491 shares; 2026Q1: 2,890 shares; 2026Q2: 5,722 shares; 2026Q3: 7,181 shares 7,181 $641K 0.13% +1,459 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,690 shares; 2026Q2: not reported; 2026Q3: 14,145 shares 14,145 $633K 0.13% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,288 shares; 2025Q1: 2,344 shares; 2025Q2: 2,335 shares; 2025Q3: 1,850 shares; 2025Q4: 1,847 shares; 2026Q1: 1,883 shares; 2026Q2: 1,653 shares; 2026Q3: 1,640 shares 1,640 $614K 0.12% -13 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares; 2026Q3: 1,231 shares 1,231 $613K 0.12% +150 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares; 2026Q2: 17,756 shares; 2026Q3: 21,920 shares 21,920 $613K 0.12% +4,164 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,123 shares; 2025Q1: 11,123 shares; 2025Q2: 11,119 shares; 2025Q3: 10,992 shares; 2025Q4: 11,353 shares; 2026Q1: 11,293 shares; 2026Q2: 10,975 shares; 2026Q3: 10,975 shares 10,975 $601K 0.12% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 504 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 730 shares; 2026Q2: 774 shares; 2026Q3: 788 shares 788 $601K 0.12% +14 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,651 shares; 2025Q1: 7,552 shares; 2025Q2: 7,565 shares; 2025Q3: 7,637 shares; 2025Q4: 6,938 shares; 2026Q1: 7,080 shares; 2026Q2: 7,177 shares; 2026Q3: 7,225 shares 7,225 $599K 0.12% +48 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,231 shares; 2025Q1: 3,233 shares; 2025Q2: 3,532 shares; 2025Q3: 3,534 shares; 2025Q4: 3,942 shares; 2026Q1: 3,944 shares; 2026Q2: 3,326 shares; 2026Q3: 3,078 shares 3,078 $587K 0.12% -248 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,173 shares; 2025Q1: 4,929 shares; 2025Q2: 5,803 shares; 2025Q3: 5,789 shares; 2025Q4: 5,872 shares; 2026Q1: 6,666 shares; 2026Q2: 6,396 shares; 2026Q3: 6,027 shares 6,027 $586K 0.12% -369 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,342 shares; 2025Q1: 20,700 shares; 2025Q2: 20,576 shares; 2025Q3: 20,861 shares; 2025Q4: 20,973 shares; 2026Q1: 23,474 shares; 2026Q2: 22,838 shares; 2026Q3: 12,662 shares 12,662 $558K 0.11% -10,176 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,574 shares; 2026Q3: 22,122 shares 22,122 $549K 0.11% +10,548 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,276 shares; 2026Q3: 1,271 shares 1,271 $549K 0.11% -5 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: 1,027 shares; 2025Q4: 1,130 shares; 2026Q1: 1,534 shares; 2026Q2: 1,531 shares; 2026Q3: 1,418 shares 1,418 $542K 0.11% -113 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,998 shares; 2025Q3: 6,992 shares; 2025Q4: 7,781 shares; 2026Q1: 7,970 shares; 2026Q2: 8,059 shares; 2026Q3: 11,406 shares 11,406 $540K 0.11% +3,347 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,419 shares; 2025Q1: 10,868 shares; 2025Q2: 9,865 shares; 2025Q3: 9,861 shares; 2025Q4: 9,271 shares; 2026Q1: 9,271 shares; 2026Q2: 9,271 shares; 2026Q3: 9,271 shares 9,271 $528K 0.1% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 3,332 shares; 2025Q3: 3,335 shares; 2025Q4: 3,337 shares; 2026Q1: 3,328 shares; 2026Q2: 3,330 shares; 2026Q3: 3,384 shares 3,384 $525K 0.1% +54 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares; 2026Q3: 7,400 shares 7,400 $514K 0.1% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,998 shares; 2025Q1: 2,036 shares; 2025Q2: 1,963 shares; 2025Q3: 1,904 shares; 2025Q4: 1,909 shares; 2026Q1: 1,871 shares; 2026Q2: 1,857 shares; 2026Q3: 1,883 shares 1,883 $512K 0.1% +26 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,663 shares; 2026Q1: 4,680 shares; 2026Q2: 4,622 shares; 2026Q3: 4,757 shares 4,757 $512K 0.1% +135 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,694 shares; 2025Q1: 6,912 shares; 2025Q2: 7,006 shares; 2025Q3: 7,011 shares; 2025Q4: 7,015 shares; 2026Q1: 6,891 shares; 2026Q2: 6,721 shares; 2026Q3: 6,615 shares 6,615 $501K 0.1% -106 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $499K 0.1% 0 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,899 shares; 2026Q3: 9,500 shares 9,500 $496K 0.1% +4,601 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 1,236 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,228 shares; 2026Q2: 1,433 shares; 2026Q3: 1,433 shares 1,433 $488K 0.1% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares; 2026Q3: 1,738 shares 1,738 $483K 0.1% +23 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,563 shares; 2025Q1: 5,605 shares; 2025Q2: 5,682 shares; 2025Q3: 5,722 shares; 2025Q4: 6,058 shares; 2026Q1: 6,200 shares; 2026Q2: 6,236 shares; 2026Q3: 6,277 shares 6,277 $478K 0.09% +41 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,559 shares; 2025Q1: 3,756 shares; 2025Q2: 3,544 shares; 2025Q3: 3,491 shares; 2025Q4: 3,307 shares; 2026Q1: 1,790 shares; 2026Q2: 865 shares; 2026Q3: 861 shares 861 $463K 0.09% -4 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 7,877 shares; 2025Q4: 7,978 shares; 2026Q1: 9,041 shares; 2026Q2: 4,887 shares; 2026Q3: 4,937 shares 4,937 $461K 0.09% +50 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 497 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 502 shares; 2025Q4: 501 shares; 2026Q1: 496 shares; 2026Q2: 523 shares; 2026Q3: 505 shares 505 $460K 0.09% -18 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,583 shares; 2025Q1: 2,605 shares; 2025Q2: 2,667 shares; 2025Q3: 2,683 shares; 2025Q4: 2,684 shares; 2026Q1: 2,651 shares; 2026Q2: 2,537 shares; 2026Q3: 2,472 shares 2,472 $459K 0.09% -65 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares; 2026Q2: 9,150 shares; 2026Q3: 9,143 shares 9,143 $457K 0.09% -7 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,176 shares; 2025Q1: 18,808 shares; 2025Q2: 19,695 shares; 2025Q3: 10,020 shares; 2025Q4: 9,728 shares; 2026Q1: 9,728 shares; 2026Q2: 9,470 shares; 2026Q3: 9,254 shares 9,254 $448K 0.09% -216 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,768 shares; 2026Q1: 7,379 shares; 2026Q2: 4,212 shares; 2026Q3: 5,274 shares 5,274 $444K 0.09% +1,062 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,892 shares; 2025Q1: 4,892 shares; 2025Q2: 4,892 shares; 2025Q3: 4,400 shares; 2025Q4: 4,200 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares; 2026Q3: 6,300 shares 6,300 $441K 0.09% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,400 shares; 2025Q1: 5,435 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares; 2025Q4: 5,435 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares; 2026Q3: 5,400 shares 5,400 $432K 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,702 shares; 2025Q1: 1,540 shares; 2025Q2: 1,521 shares; 2025Q3: 1,564 shares; 2025Q4: 1,681 shares; 2026Q1: 1,679 shares; 2026Q2: 1,182 shares; 2026Q3: 1,174 shares 1,174 $431K 0.09% -8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,601 shares; 2026Q3: 3,490 shares 3,490 $420K 0.08% -111 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,067 shares; 2025Q1: 3,967 shares; 2025Q2: 3,967 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: 3,983 shares; 2026Q2: 4,056 shares; 2026Q3: 3,983 shares 3,983 $418K 0.08% -73 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 883 shares; 2025Q2: 1,376 shares; 2025Q3: 1,112 shares; 2025Q4: 1,103 shares; 2026Q1: 756 shares; 2026Q2: 1,145 shares; 2026Q3: 1,179 shares 1,179 $415K 0.08% +34 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 676 shares; 2025Q1: 626 shares; 2025Q2: 625 shares; 2025Q3: 599 shares; 2025Q4: 613 shares; 2026Q1: 601 shares; 2026Q2: 543 shares; 2026Q3: 567 shares 567 $411K 0.08% +24 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,529 shares; 2025Q1: 1,566 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,496 shares; 2026Q1: 1,555 shares; 2026Q2: 1,591 shares; 2026Q3: 1,572 shares 1,572 $406K 0.08% -19 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,956 shares; 2025Q1: 1,972 shares; 2025Q2: 2,007 shares; 2025Q3: 2,019 shares; 2025Q4: 2,035 shares; 2026Q1: 2,002 shares; 2026Q2: 2,003 shares; 2026Q3: 1,904 shares 1,904 $400K 0.08% -99 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 398 shares; 2025Q1: 409 shares; 2025Q2: 416 shares; 2025Q3: 405 shares; 2025Q4: 400 shares; 2026Q1: 390 shares; 2026Q2: 384 shares; 2026Q3: 377 shares 377 $399K 0.08% -7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,039 shares; 2025Q1: 16,071 shares; 2025Q2: 16,099 shares; 2025Q3: 16,127 shares; 2025Q4: 16,085 shares; 2026Q1: 16,116 shares; 2026Q2: 16,187 shares; 2026Q3: 16,223 shares 16,223 $396K 0.08% +36 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,383 shares; 2025Q1: 16,051 shares; 2025Q2: 11,028 shares; 2025Q3: 11,201 shares; 2025Q4: 9,758 shares; 2026Q1: 9,791 shares; 2026Q2: 8,091 shares; 2026Q3: 6,905 shares 6,905 $388K 0.08% -1,186 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,714 shares; 2025Q1: 2,694 shares; 2025Q2: 2,657 shares; 2025Q3: 2,661 shares; 2025Q4: 2,938 shares; 2026Q1: 2,706 shares; 2026Q2: 2,708 shares; 2026Q3: 2,669 shares 2,669 $388K 0.08% -39 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 924 shares; 2026Q1: 917 shares; 2026Q2: 717 shares; 2026Q3: 671 shares 671 $382K 0.08% -46 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,876 shares; 2025Q3: 4,186 shares; 2025Q4: 4,813 shares; 2026Q1: 4,963 shares; 2026Q2: 4,689 shares; 2026Q3: 4,678 shares 4,678 $380K 0.07% -11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,151 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 897 shares; 2026Q3: 897 shares 897 $378K 0.07% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,416 shares; 2025Q1: 8,416 shares; 2025Q2: 8,416 shares; 2025Q3: 8,416 shares; 2025Q4: 8,416 shares; 2026Q1: 8,416 shares; 2026Q2: 8,416 shares; 2026Q3: 8,416 shares 8,416 $375K 0.07% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,080 shares 8,080 $363K 0.07% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,310 shares; 2026Q2: 6,621 shares; 2026Q3: 6,622 shares 6,622 $358K 0.07% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,084 shares; 2025Q1: 9,908 shares; 2025Q2: 9,963 shares; 2025Q3: 9,972 shares; 2025Q4: 8,592 shares; 2026Q1: 8,603 shares; 2026Q2: 7,212 shares; 2026Q3: 7,772 shares 7,772 $356K 0.07% +560 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,256 shares; 2026Q1: 2,878 shares; 2026Q2: 2,887 shares; 2026Q3: 2,894 shares 2,894 $356K 0.07% +7 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares; 2026Q2: 899 shares; 2026Q3: 899 shares 899 $349K 0.07% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: 9,203 shares; 2025Q3: 10,153 shares; 2025Q4: 10,122 shares; 2026Q1: 10,745 shares; 2026Q2: 11,904 shares; 2026Q3: 13,679 shares 13,679 $333K 0.07% +1,775 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,424 shares; 2025Q1: 1,261 shares; 2025Q2: 1,241 shares; 2025Q3: 1,061 shares; 2025Q4: 1,063 shares; 2026Q1: 1,040 shares; 2026Q2: 1,149 shares; 2026Q3: 1,168 shares 1,168 $332K 0.07% +19 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,389 shares; 2025Q1: 3,255 shares; 2025Q2: 3,256 shares; 2025Q3: 3,218 shares; 2025Q4: 3,220 shares; 2026Q1: 3,221 shares; 2026Q2: 3,492 shares; 2026Q3: 3,085 shares 3,085 $329K 0.06% -407 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,770 shares; 2025Q1: 1,809 shares; 2025Q2: 1,773 shares; 2025Q3: 1,742 shares; 2025Q4: 1,726 shares; 2026Q1: 1,532 shares; 2026Q2: 1,483 shares; 2026Q3: 1,399 shares 1,399 $323K 0.06% -84 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,474 shares; 2025Q2: 17,500 shares; 2025Q3: 16,635 shares; 2025Q4: 20,335 shares; 2026Q1: 14,876 shares; 2026Q2: 12,336 shares; 2026Q3: 11,420 shares 11,420 $323K 0.06% -916 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares; 2026Q3: 4,106 shares 4,106 $317K 0.06% +1,404 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $306K 0.06% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,009 shares; 2025Q1: 14,009 shares; 2025Q2: 14,009 shares; 2025Q3: 14,009 shares; 2025Q4: 14,009 shares; 2026Q1: 13,899 shares; 2026Q2: 13,899 shares; 2026Q3: 10,199 shares 10,199 $301K 0.06% -3,700 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,156 shares; 2025Q1: 2,159 shares; 2025Q2: 2,304 shares; 2025Q3: 2,340 shares; 2025Q4: 2,370 shares; 2026Q1: 2,427 shares; 2026Q2: 1,629 shares; 2026Q3: 1,540 shares 1,540 $300K 0.06% -89 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,567 shares; 2025Q1: 7,424 shares; 2025Q2: 8,033 shares; 2025Q3: 4,359 shares; 2025Q4: 4,105 shares; 2026Q1: 4,005 shares; 2026Q2: 3,674 shares; 2026Q3: 3,583 shares 3,583 $299K 0.06% -91 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares; 2026Q2: 4,306 shares; 2026Q3: 4,306 shares 4,306 $290K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,062 shares; 2025Q4: 1,019 shares; 2026Q1: 899 shares; 2026Q2: 775 shares; 2026Q3: 815 shares 815 $286K 0.06% +40 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 304 shares; 2026Q2: 306 shares; 2026Q3: 306 shares 306 $276K 0.05% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: not reported; 2026Q2: 1,401 shares; 2026Q3: 1,401 shares 1,401 $274K 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,923 shares; 2026Q1: 4,909 shares; 2026Q2: 4,912 shares; 2026Q3: 4,988 shares 4,988 $272K 0.05% +76 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,905 shares; 2026Q2: 1,847 shares; 2026Q3: 1,847 shares 1,847 $267K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,706 shares; 2025Q1: not reported; 2025Q2: 8,882 shares; 2025Q3: 7,910 shares; 2025Q4: not reported; 2026Q1: 7,963 shares; 2026Q2: 9,309 shares; 2026Q3: 9,355 shares 9,355 $267K 0.05% +46 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,501 shares; 2025Q1: 10,895 shares; 2025Q2: 8,504 shares; 2025Q3: 7,755 shares; 2025Q4: 8,641 shares; 2026Q1: 7,499 shares; 2026Q2: 4,118 shares; 2026Q3: 3,430 shares 3,430 $267K 0.05% -688 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,016 shares; 2025Q4: 1,017 shares; 2026Q1: 997 shares; 2026Q2: 1,022 shares; 2026Q3: 977 shares 977 $266K 0.05% -45 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 780 shares; 2026Q3: 780 shares 780 $256K 0.05% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740 shares; 2025Q3: 7,084 shares; 2025Q4: 7,297 shares; 2026Q1: 5,053 shares; 2026Q2: 5,281 shares; 2026Q3: 5,441 shares 5,441 $255K 0.05% +160 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,422 shares; 2025Q1: 3,846 shares; 2025Q2: 3,931 shares; 2025Q3: 3,460 shares; 2025Q4: 3,415 shares; 2026Q1: 3,413 shares; 2026Q2: 3,373 shares; 2026Q3: 3,492 shares 3,492 $251K 0.05% +119 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares; 2026Q3: 339 shares 339 $251K 0.05% 0 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,281 shares; 2025Q1: 9,281 shares; 2025Q2: 9,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,420 shares; 2026Q2: 9,282 shares; 2026Q3: 9,282 shares 9,282 $250K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 673 shares; 2026Q1: 670 shares; 2026Q2: 692 shares; 2026Q3: 703 shares 703 $249K 0.05% +11 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 1,290 shares; 2026Q3: 1,278 shares 1,278 $249K 0.05% -12 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,541 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,467 shares; 2026Q2: 1,464 shares; 2026Q3: 1,449 shares 1,449 $247K 0.05% -15 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,195 shares; 2025Q1: 5,307 shares; 2025Q2: 5,264 shares; 2025Q3: 5,350 shares; 2025Q4: 5,745 shares; 2026Q1: 3,591 shares; 2026Q2: 1,541 shares; 2026Q3: 1,541 shares 1,541 $239K 0.05% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 802 shares; 2026Q3: 622 shares 622 $237K 0.05% -180 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,729 shares; 2026Q1: 1,689 shares; 2026Q2: not reported; 2026Q3: 1,719 shares 1,719 $234K 0.05% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares; 2026Q2: 4,361 shares; 2026Q3: 4,421 shares 4,421 $233K 0.05% +60 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,731 shares; 2025Q1: 7,753 shares; 2025Q2: 13,079 shares; 2025Q3: 24,340 shares; 2025Q4: 23,007 shares; 2026Q1: 20,848 shares; 2026Q2: 19,692 shares; 2026Q3: 5,149 shares 5,149 $232K 0.05% -14,543 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares; 2026Q2: not reported; 2026Q3: 1,126 shares 1,126 $230K 0.05% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $226K 0.04% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,627 shares; 2026Q2: 7,625 shares; 2026Q3: 8,179 shares 8,179 $223K 0.04% +554 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,018 shares; 2026Q1: 1,006 shares; 2026Q2: 1,007 shares; 2026Q3: 998 shares 998 $222K 0.04% -9 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,400 shares 3,400 $220K 0.04% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,938 shares; 2025Q3: 3,698 shares; 2025Q4: 3,946 shares; 2026Q1: 3,716 shares; 2026Q2: 3,218 shares; 2026Q3: 2,581 shares 2,581 $215K 0.04% -637 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares; 2026Q3: 260 shares 260 $211K 0.04% +44 Timeline AVDE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,336 shares 2,336 $210K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 589 shares 589 $210K 0.04% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,623 shares; 2026Q3: 3,623 shares 3,623 $210K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $209K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 738 shares; 2025Q1: 737 shares; 2025Q2: 728 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 723 shares; 2026Q2: 424 shares; 2026Q3: 404 shares 404 $206K 0.04% -20 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,125 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares; 2026Q3: 2,897 shares 2,897 $204K 0.04% -197 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,457 shares; 2025Q1: 14,275 shares; 2025Q2: 14,275 shares; 2025Q3: 14,275 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares; 2026Q2: 12,100 shares; 2026Q3: 12,100 shares 12,100 $146K 0.03% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,578 shares; 2025Q1: 18,578 shares; 2025Q2: 18,578 shares; 2025Q3: 12,990 shares; 2025Q4: 12,990 shares; 2026Q1: 12,990 shares; 2026Q2: 12,990 shares; 2026Q3: 12,990 shares 12,990 $139K 0.03% 0 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,443 shares; 2026Q2: 10,823 shares; 2026Q3: 10,823 shares 10,823 $137K 0.03% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,175 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 10,875 shares; 2026Q2: 10,875 shares; 2026Q3: 10,875 shares 10,875 $103K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,992 shares; 2025Q1: 13,159 shares; 2025Q2: 13,323 shares; 2025Q3: 13,478 shares; 2025Q4: 13,626 shares; 2026Q1: 13,769 shares; 2026Q2: 13,916 shares; 2026Q3: 14,062 shares 14,062 $74.2K 0.01% +146 Timeline