FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 241,396 shares; 2026Q2: 252,970 shares; 2026Q3: 263,383 shares 263,383 $11.4M 5.84% +10,413 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 31,350 shares; 2026Q2: 31,394 shares; 2026Q3: 31,265 shares 31,265 $10.4M 5.33% -129 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 14,901 shares; 2026Q2: 15,818 shares; 2026Q3: 15,901 shares 15,901 $8.16M 4.17% +83 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 226,769 shares; 2026Q2: 236,152 shares; 2026Q3: 241,399 shares 241,399 $7.85M 4.02% +5,247 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 67,057 shares; 2026Q2: 68,403 shares; 2026Q3: 69,277 shares 69,277 $7.39M 3.78% +874 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 40,530 shares; 2026Q2: 42,146 shares; 2026Q3: 43,847 shares 43,847 $6.81M 3.48% +1,701 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 123,701 shares; 2026Q2: 124,755 shares; 2026Q3: 125,724 shares 125,724 $6.78M 3.47% +969 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 22,019 shares; 2026Q2: 21,392 shares; 2026Q3: 21,126 shares 21,126 $5.59M 2.86% -266 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 52,813 shares; 2026Q2: 55,899 shares; 2026Q3: 56,253 shares 56,253 $5.47M 2.8% +354 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 106,969 shares; 2026Q2: 121,565 shares; 2026Q3: 104,240 shares 104,240 $4.94M 2.53% -17,325 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 17,515 shares; 2026Q2: 17,553 shares; 2026Q3: 19,185 shares 19,185 $4.15M 2.12% +1,632 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 15,684 shares; 2026Q2: 15,383 shares; 2026Q3: 15,232 shares 15,232 $3.98M 2.04% -151 Timeline VYMI 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 28,041 shares; 2026Q2: 33,217 shares; 2026Q3: 39,368 shares 39,368 $3.98M 2.04% +6,151 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 11,241 shares; 2026Q2: 11,209 shares; 2026Q3: 11,185 shares 11,185 $3.7M 1.89% -24 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 14,540 shares; 2026Q2: 15,573 shares; 2026Q3: 15,608 shares 15,608 $3.56M 1.82% +35 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 30,328 shares; 2026Q2: 34,363 shares; 2026Q3: 36,183 shares 36,183 $3.52M 1.8% +1,820 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 34,019 shares; 2026Q2: 41,597 shares; 2026Q3: 45,493 shares 45,493 $3.35M 1.71% +3,896 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 30,557 shares; 2026Q2: 28,986 shares; 2026Q3: 28,314 shares 28,314 $3.05M 1.56% -672 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 74,016 shares; 2026Q2: 75,255 shares; 2026Q3: 78,200 shares 78,200 $2.96M 1.52% +2,945 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 57,862 shares; 2026Q2: 59,291 shares; 2026Q3: 59,371 shares 59,371 $2.72M 1.39% +80 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,772 shares; 2026Q2: 10,700 shares; 2026Q3: 10,890 shares 10,890 $2.71M 1.39% +190 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 28,249 shares; 2026Q2: 28,387 shares; 2026Q3: 28,516 shares 28,516 $2.68M 1.37% +129 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,328 shares; 2026Q2: 7,511 shares; 2026Q3: 7,432 shares 7,432 $2.53M 1.3% -79 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 42,315 shares; 2026Q2: 43,205 shares; 2026Q3: 43,241 shares 43,241 $2.42M 1.24% +36 Timeline FNDA 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 50,262 shares; 2026Q2: 56,698 shares; 2026Q3: 60,421 shares 60,421 $2.11M 1.08% +3,723 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 33,893 shares; 2026Q2: 35,313 shares; 2026Q3: 34,756 shares 34,756 $1.89M 0.97% -557 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,673 shares; 2026Q2: 14,996 shares; 2026Q3: 15,664 shares 15,664 $1.75M 0.9% +668 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 18,549 shares; 2026Q2: 23,677 shares; 2026Q3: 32,276 shares 32,276 $1.73M 0.89% +8,599 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 16,665 shares; 2026Q2: 21,746 shares; 2026Q3: 23,519 shares 23,519 $1.68M 0.86% +1,773 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,112 shares; 2026Q2: 6,359 shares; 2026Q3: 6,309 shares 6,309 $1.62M 0.83% -50 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,864 shares; 2026Q2: 2,045 shares; 2026Q3: 2,114 shares 2,114 $1.62M 0.83% +69 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,550 shares; 2026Q2: 3,436 shares; 2026Q3: 3,459 shares 3,459 $1.58M 0.81% +23 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,000 shares; 2026Q2: 10,786 shares; 2026Q3: 10,796 shares 10,796 $1.57M 0.8% +10 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,238 shares; 2026Q2: 10,129 shares; 2026Q3: 9,950 shares 9,950 $1.45M 0.74% -179 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 15,220 shares; 2026Q2: 17,288 shares; 2026Q3: 17,259 shares 17,259 $1.38M 0.71% -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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,616 shares; 2026Q2: 12,616 shares; 2026Q3: 12,616 shares 12,616 $1.31M 0.67% 0 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares; 2026Q3: 1,133 shares 1,133 $1.31M 0.67% +1 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 11,085 shares; 2026Q2: 10,890 shares; 2026Q3: 10,764 shares 10,764 $1.27M 0.65% -126 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,658 shares; 2026Q2: 6,204 shares; 2026Q3: 6,168 shares 6,168 $1.26M 0.64% -36 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,599 shares; 2026Q2: 10,187 shares; 2026Q3: 9,810 shares 9,810 $1.24M 0.64% -377 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,888 shares; 2026Q2: 2,893 shares; 2026Q3: 2,898 shares 2,898 $1.22M 0.63% +5 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 63,395 shares; 2026Q2: 62,500 shares; 2026Q3: 62,494 shares 62,494 $1.19M 0.61% -6 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,458 shares; 2026Q2: 10,455 shares; 2026Q3: 10,199 shares 10,199 $1.16M 0.6% -256 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 33,916 shares; 2026Q2: 34,117 shares; 2026Q3: 34,978 shares 34,978 $1.14M 0.58% +861 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,830 shares; 2026Q2: 6,625 shares; 2026Q3: 6,625 shares 6,625 $1.11M 0.57% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,287 shares; 2026Q3: 17,499 shares 17,499 $1.11M 0.57% +12,212 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,692 shares; 2026Q2: 6,700 shares; 2026Q3: 6,707 shares 6,707 $1.1M 0.56% +7 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,937 shares; 2026Q2: 2,135 shares; 2026Q3: 2,137 shares 2,137 $1.09M 0.56% +2 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,197 shares; 2026Q2: 5,624 shares; 2026Q3: 5,851 shares 5,851 $1.08M 0.55% +227 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,769 shares; 2026Q2: 8,564 shares; 2026Q3: 8,583 shares 8,583 $1.02M 0.52% +19 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,235 shares 6,235 $1.01M 0.52% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,148 shares; 2026Q2: 9,118 shares; 2026Q3: 9,021 shares 9,021 $1.01M 0.52% -97 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,267 shares; 2026Q2: 5,426 shares; 2026Q3: 5,435 shares 5,435 $1M 0.51% +9 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,620 shares; 2026Q2: 4,338 shares; 2026Q3: 4,340 shares 4,340 $962K 0.49% +2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 13,033 shares; 2026Q2: 12,582 shares; 2026Q3: 12,326 shares 12,326 $961K 0.49% -256 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,196 shares; 2026Q2: 1,190 shares; 2026Q3: 1,183 shares 1,183 $959K 0.49% -7 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,804 shares; 2026Q2: 10,064 shares; 2026Q3: 9,802 shares 9,802 $955K 0.49% -262 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,155 shares; 2026Q2: 10,159 shares; 2026Q3: 9,880 shares 9,880 $930K 0.48% -279 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 18,554 shares; 2026Q2: 18,542 shares; 2026Q3: 18,174 shares 18,174 $900K 0.46% -368 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,640 shares; 2026Q2: 2,981 shares; 2026Q3: 2,605 shares 2,605 $896K 0.46% -376 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 655 shares; 2026Q2: 1,179 shares; 2026Q3: 1,189 shares 1,189 $879K 0.45% +10 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,007 shares; 2026Q2: 5,762 shares; 2026Q3: 5,762 shares 5,762 $821K 0.42% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,997 shares; 2026Q2: 8,041 shares; 2026Q3: 8,039 shares 8,039 $792K 0.41% -2 Timeline SDY 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,497 shares; 2026Q2: 5,330 shares; 2026Q3: 5,340 shares 5,340 $782K 0.4% +10 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,378 shares; 2026Q2: 2,080 shares; 2026Q3: 2,082 shares 2,082 $731K 0.37% +2 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,349 shares; 2026Q2: 6,190 shares; 2026Q3: 5,639 shares 5,639 $721K 0.37% -551 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,070 shares; 2026Q2: 7,514 shares; 2026Q3: 7,249 shares 7,249 $716K 0.37% -265 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,712 shares; 2026Q2: 3,127 shares; 2026Q3: 3,089 shares 3,089 $713K 0.37% -38 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,807 shares; 2026Q2: 4,602 shares; 2026Q3: 4,597 shares 4,597 $713K 0.36% -5 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,923 shares; 2026Q2: 7,929 shares; 2026Q3: 7,855 shares 7,855 $676K 0.35% -74 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 22,924 shares; 2026Q2: 24,471 shares; 2026Q3: 23,284 shares 23,284 $664K 0.34% -1,187 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,946 shares; 2026Q2: 10,784 shares; 2026Q3: 10,813 shares 10,813 $654K 0.33% +29 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 806 shares; 2026Q2: 836 shares; 2026Q3: 897 shares 897 $651K 0.33% +61 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,740 shares; 2026Q2: 7,745 shares; 2026Q3: 7,673 shares 7,673 $636K 0.33% -72 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 564 shares; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $607K 0.31% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 15,776 shares; 2026Q3: 16,748 shares 16,748 $602K 0.31% +972 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,376 shares; 2026Q2: 7,387 shares; 2026Q3: 7,400 shares 7,400 $576K 0.29% +13 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,864 shares; 2026Q2: 7,063 shares; 2026Q3: 6,555 shares 6,555 $566K 0.29% -508 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,341 shares; 2026Q2: 1,548 shares; 2026Q3: 1,519 shares 1,519 $558K 0.29% -29 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,073 shares; 2026Q2: 9,716 shares; 2026Q3: 9,435 shares 9,435 $545K 0.28% -281 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,841 shares; 2026Q2: 9,855 shares; 2026Q3: 9,868 shares 9,868 $537K 0.27% +13 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,599 shares; 2026Q2: 3,600 shares; 2026Q3: 3,601 shares 3,601 $533K 0.27% +1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,900 shares; 2026Q2: 2,863 shares; 2026Q3: 2,752 shares 2,752 $532K 0.27% -111 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 15,775 shares; 2026Q2: 16,348 shares; 2026Q3: 17,896 shares 17,896 $525K 0.27% +1,548 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,227 shares; 2026Q2: 5,271 shares; 2026Q3: 5,327 shares 5,327 $498K 0.25% +56 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 712 shares; 2026Q2: 962 shares; 2026Q3: 962 shares 962 $479K 0.25% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,066 shares; 2026Q2: 2,062 shares; 2026Q3: 1,985 shares 1,985 $457K 0.23% -77 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,860 shares; 2026Q2: 7,816 shares; 2026Q3: 7,367 shares 7,367 $447K 0.23% -449 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,232 shares; 2026Q2: 5,241 shares; 2026Q3: 4,994 shares 4,994 $438K 0.22% -247 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,172 shares; 2026Q2: 5,150 shares; 2026Q3: 5,106 shares 5,106 $438K 0.22% -44 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 16,711 shares; 2026Q2: 15,400 shares; 2026Q3: 13,969 shares 13,969 $427K 0.22% -1,431 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 34,318 shares; 2026Q2: 34,438 shares; 2026Q3: 34,448 shares 34,448 $415K 0.21% +10 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,500 shares; 2026Q3: 1,475 shares 1,475 $413K 0.21% -25 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,321 shares; 2026Q2: 5,941 shares; 2026Q3: 5,495 shares 5,495 $405K 0.21% -446 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 978 shares; 2026Q2: 1,412 shares; 2026Q3: 1,412 shares 1,412 $399K 0.2% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,373 shares; 2026Q2: 4,373 shares; 2026Q3: 4,373 shares 4,373 $397K 0.2% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,478 shares; 2026Q2: 4,489 shares; 2026Q3: 4,500 shares 4,500 $384K 0.2% +11 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,505 shares; 2026Q2: 11,471 shares; 2026Q3: 9,664 shares 9,664 $366K 0.19% -1,807 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 17,573 shares; 2026Q2: 15,887 shares; 2026Q3: 14,802 shares 14,802 $365K 0.19% -1,085 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 520 shares; 2026Q2: 793 shares; 2026Q3: 793 shares 793 $354K 0.18% 0 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,357 shares; 2026Q3: 1,359 shares 1,359 $351K 0.18% +2 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,618 shares; 2026Q2: 1,619 shares; 2026Q3: 1,520 shares 1,520 $348K 0.18% -99 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,402 shares; 2026Q2: 2,520 shares; 2026Q3: 2,524 shares 2,524 $347K 0.18% +4 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,405 shares; 2026Q2: 11,495 shares; 2026Q3: 11,510 shares 11,510 $345K 0.18% +15 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,953 shares; 2026Q2: 3,619 shares; 2026Q3: 3,630 shares 3,630 $338K 0.17% +11 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,291 shares; 2026Q2: 3,931 shares; 2026Q3: 2,790 shares 2,790 $335K 0.17% -1,141 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,744 shares; 2026Q2: 10,235 shares; 2026Q3: 9,662 shares 9,662 $329K 0.17% -573 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,728 shares; 2026Q2: 4,743 shares; 2026Q3: 4,759 shares 4,759 $320K 0.16% +16 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,048 shares; 2026Q2: 8,048 shares; 2026Q3: 8,548 shares 8,548 $304K 0.16% +500 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,404 shares; 2026Q2: 5,396 shares; 2026Q3: 3,567 shares 3,567 $289K 0.15% -1,829 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 778 shares; 2026Q3: 778 shares 778 $279K 0.14% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,043 shares; 2026Q2: 453 shares; 2026Q3: 453 shares 453 $277K 0.14% 0 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,915 shares; 2026Q2: 1,945 shares; 2026Q3: 2,004 shares 2,004 $273K 0.14% +59 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 903 shares; 2026Q2: 951 shares; 2026Q3: 952 shares 952 $264K 0.14% +1 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 476 shares; 2026Q3: 476 shares 476 $263K 0.13% 0 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,000 shares 5,000 $252K 0.13% new 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,181 shares; 2026Q2: 1,081 shares; 2026Q3: 1,083 shares 1,083 $247K 0.13% +2 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,412 shares; 2026Q3: 1,379 shares 1,379 $247K 0.13% -33 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,669 shares; 2026Q2: 1,570 shares; 2026Q3: 1,575 shares 1,575 $246K 0.13% +5 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares; 2026Q3: 1,249 shares 1,249 $246K 0.13% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,371 shares; 2026Q2: 1,372 shares; 2026Q3: 1,273 shares 1,273 $235K 0.12% -99 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,650 shares; 2026Q2: not reported; 2026Q3: 1,650 shares 1,650 $221K 0.11% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,376 shares; 2026Q2: 3,378 shares; 2026Q3: 3,088 shares 3,088 $217K 0.11% -290 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 750 shares; 2026Q2: 752 shares; 2026Q3: 674 shares 674 $213K 0.11% -78 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 337 shares; 2026Q3: 337 shares 337 $205K 0.11% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,779 shares; 2026Q2: 11,694 shares; 2026Q3: 11,725 shares 11,725 $126K 0.06% +31 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 31,000 shares; 2026Q3: 31,000 shares 31,000 $109K 0.06% 0 Timeline