GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,006 shares; 2025Q1: 34,096 shares; 2025Q2: 34,666 shares; 2025Q3: 38,651 shares 38,651 $9.4M 6.01% +3,985 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,975 shares; 2025Q1: 48,765 shares; 2025Q2: 48,115 shares; 2025Q3: 49,060 shares 49,060 $9.15M 5.86% +945 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,499 shares; 2025Q1: 30,539 shares; 2025Q2: 30,309 shares; 2025Q3: 33,634 shares 33,634 $8.56M 5.48% +3,325 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,909 shares; 2025Q1: 13,269 shares; 2025Q2: 13,490 shares; 2025Q3: 15,300 shares 15,300 $7.92M 5.07% +1,810 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,703 shares; 2025Q1: 12,164 shares; 2025Q2: 11,224 shares; 2025Q3: 12,240 shares 12,240 $6.96M 4.45% +1,016 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,840 shares; 2025Q1: 23,390 shares; 2025Q2: 24,170 shares; 2025Q3: 27,492 shares 27,492 $6.04M 3.86% +3,322 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,559 shares; 2025Q1: 21,487 shares; 2025Q2: 21,672 shares; 2025Q3: 24,032 shares 24,032 $5.9M 3.78% +2,360 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,766 shares; 2025Q1: 39,313 shares; 2025Q2: 38,738 shares; 2025Q3: 43,648 shares 43,648 $5.85M 3.74% +4,910 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,300 shares; 2025Q1: 33,795 shares; 2025Q2: 33,750 shares; 2025Q3: 38,650 shares 38,650 $5.59M 3.57% +4,900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,150 shares; 2025Q1: 17,713 shares; 2025Q2: 17,235 shares; 2025Q3: 19,002 shares 19,002 $5.58M 3.57% +1,767 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,713 shares; 2025Q1: 28,533 shares; 2025Q2: 28,418 shares; 2025Q3: 28,742 shares 28,742 $4.81M 3.08% +324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,893 shares; 2025Q1: 9,834 shares; 2025Q2: 10,056 shares; 2025Q3: 11,576 shares 11,576 $4.69M 3% +1,520 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,906 shares; 2025Q1: 26,408 shares; 2025Q2: 26,678 shares; 2025Q3: 29,823 shares 29,823 $4.58M 2.93% +3,145 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,141 shares; 2025Q1: 28,516 shares; 2025Q2: 26,295 shares; 2025Q3: 27,655 shares 27,655 $4.47M 2.86% +1,360 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,339 shares; 2025Q1: 11,989 shares; 2025Q2: 11,595 shares; 2025Q3: 12,382 shares 12,382 $4.33M 2.77% +787 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,933 shares; 2025Q1: 18,649 shares; 2025Q2: 19,112 shares; 2025Q3: 21,530 shares 21,530 $4.27M 2.73% +2,418 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,121 shares; 2025Q1: 24,110 shares; 2025Q2: 24,514 shares; 2025Q3: 28,079 shares 28,079 $4.14M 2.65% +3,565 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,101 shares; 2025Q1: 27,106 shares; 2025Q2: 26,976 shares; 2025Q3: 30,676 shares 30,676 $4.1M 2.62% +3,700 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,840 shares; 2025Q1: 61,007 shares; 2025Q2: 62,982 shares; 2025Q3: 71,777 shares 71,777 $4.02M 2.57% +8,795 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,695 shares; 2025Q1: 27,548 shares; 2025Q2: 27,246 shares; 2025Q3: 31,031 shares 31,031 $4M 2.56% +3,785 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,738 shares; 2025Q1: 21,233 shares; 2025Q2: 20,512 shares; 2025Q3: 21,462 shares 21,462 $3.98M 2.55% +950 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,748 shares; 2025Q1: 19,383 shares; 2025Q2: 19,708 shares; 2025Q3: 19,933 shares 19,933 $3.1M 1.98% +225 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,725 shares; 2025Q1: 42,065 shares; 2025Q2: 44,145 shares; 2025Q3: 51,010 shares 51,010 $3.05M 1.95% +6,865 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,452 shares; 2025Q1: 5,900 shares; 2025Q2: 6,441 shares; 2025Q3: 8,750 shares 8,750 $3.02M 1.93% +2,309 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,552 shares; 2025Q1: 5,661 shares; 2025Q2: 5,832 shares; 2025Q3: 6,663 shares 6,663 $2.61M 1.67% +831 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,620 shares; 2025Q1: 28,753 shares; 2025Q2: 26,943 shares; 2025Q3: 27,628 shares 27,628 $2.61M 1.67% +685 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,195 shares; 2025Q1: 28,485 shares; 2025Q2: 29,845 shares; 2025Q3: 34,625 shares 34,625 $2.32M 1.48% +4,780 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,180 shares; 2025Q2: 12,695 shares; 2025Q3: 17,440 shares 17,440 $1.71M 1.09% +4,745 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 1,317 shares; 2025Q3: 2,172 shares 2,172 $1.66M 1.06% +855 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 2,609 shares; 2025Q3: 4,508 shares 4,508 $1.5M 0.96% +1,899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,476 shares; 2025Q1: 14,741 shares; 2025Q2: 14,751 shares; 2025Q3: 19,781 shares 19,781 $1.49M 0.96% +5,030 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,714 shares; 2025Q1: 3,417 shares; 2025Q2: 4,409 shares; 2025Q3: 6,210 shares 6,210 $1.47M 0.94% +1,801 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,940 shares; 2025Q3: 12,925 shares 12,925 $1.23M 0.79% +5,985 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 5,978 shares 5,978 $1.22M 0.78% +3,953 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,895 shares; 2025Q1: 6,895 shares; 2025Q2: 6,865 shares; 2025Q3: 6,715 shares 6,715 $831K 0.53% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,600 shares; 2025Q1: 9,265 shares; 2025Q2: 16,528 shares; 2025Q3: 14,863 shares 14,863 $825K 0.53% -1,665 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares 3,490 $808K 0.52% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,300 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares 6,650 $750K 0.48% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,219 shares; 2025Q1: 2,224 shares; 2025Q2: 2,084 shares; 2025Q3: 3,559 shares 3,559 $749K 0.48% +1,475 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,985 shares; 2025Q2: 1,975 shares; 2025Q3: 1,835 shares 1,835 $626K 0.4% -140 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,690 shares; 2025Q1: 14,065 shares; 2025Q2: 9,120 shares; 2025Q3: 6,550 shares 6,550 $601K 0.38% -2,570 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 658 shares; 2025Q2: 648 shares; 2025Q3: 638 shares 638 $591K 0.38% -10 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 6,525 shares; 2025Q3: 7,590 shares 7,590 $565K 0.36% +1,065 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares 493 $479K 0.31% new Timeline GQG PARTNERS EMERGING MARKE… GQG PARTNERS EMERGING MARKETS More: the full row for GQG PARTNERS EMERGING MARKETS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,474 shares; 2025Q1: 18,649 shares; 2025Q2: 18,774 shares; 2025Q3: 25,640 shares 25,640 $450K 0.29% +6,866 AMG RIVER ROAD SMALL-MID CA… AMG RIVER ROAD SMALL-MID CAP V More: the full row for AMG RIVER ROAD SMALL-MID CAP V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,591 shares; 2025Q1: 29,991 shares; 2025Q2: 30,341 shares; 2025Q3: 41,585 shares 41,585 $426K 0.27% +11,244 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,195 shares; 2025Q1: 4,355 shares; 2025Q2: 3,455 shares; 2025Q3: 2,920 shares 2,920 $410K 0.26% -535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,393 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,800 shares 4,800 $403K 0.26% -193 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 491 shares; 2025Q3: 821 shares 821 $403K 0.26% +330 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,700 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $355K 0.23% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,575 shares; 2025Q1: 1,475 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $341K 0.22% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 660 shares 660 $332K 0.21% +68 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 935 shares; 2025Q1: 910 shares; 2025Q2: 890 shares; 2025Q3: 855 shares 855 $316K 0.2% -35 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $274K 0.18% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 772 shares 772 $244K 0.16% -25 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 1,800 shares 1,800 $201K 0.13% new Timeline