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Evanson Asset Management, LLC

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13F filer, CIK 1626379, CARMEL, CA

Evanson Asset Management, LLC reported $1,862,940,625 across 321 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 50.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001626379-26-000002

Period
2026-03-31
Reported value
$1.86B
Holdings
321
Top 10 weight
50.38%
New
9
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFASadded+48,734$3.47M
VOOadded+5,721$3.42M
DFSVadded+87,442$3.06M
DFGRadded+111,599$2.97M
DFLVadded+73,112$2.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PHYSreduced-240,703-$8.53M
VIGreduced-8,854-$1.9M
VBILreduced-24,437-$1.85M
IYRexited-18,419-$1.73M
VDEreduced-8,600-$1.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001626379-26-000002, largest first. % of portfolio is the value over $1,862,940,625, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,959,762 shares; 2024Q3: 4,011,643 shares; 2024Q4: 4,042,863 shares; 2025Q1: 3,887,805 shares; 2025Q2: 3,997,319 shares; 2025Q3: 3,991,274 shares; 2025Q4: 4,002,215 shares; 2026Q1: 3,991,743 shares 3,991,743$155M8.33%-10,472Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051,728 shares; 2025Q3: 1,361,727 shares; 2025Q4: 1,904,118 shares; 2026Q1: 1,879,681 shares 1,879,681$142M7.63%-24,437Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,621,482 shares; 2024Q3: 5,463,907 shares; 2024Q4: 5,328,256 shares; 2025Q1: 5,026,589 shares; 2025Q2: 4,843,086 shares; 2025Q3: 4,538,192 shares; 2025Q4: 4,080,010 shares; 2026Q1: 3,839,307 shares 3,839,307$136M7.3%-240,703Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 955,171 shares; 2024Q3: 1,006,107 shares; 2024Q4: 1,064,542 shares; 2025Q1: 1,075,829 shares; 2025Q2: 1,079,798 shares; 2025Q3: 1,146,929 shares; 2025Q4: 1,162,402 shares; 2026Q1: 1,211,136 shares 1,211,136$86.1M4.62%+48,734Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,615,290 shares; 2024Q3: 2,625,549 shares; 2024Q4: 2,638,492 shares; 2025Q1: 2,384,699 shares; 2025Q2: 2,385,071 shares; 2025Q3: 2,350,070 shares; 2025Q4: 2,303,524 shares; 2026Q1: 2,304,226 shares 2,304,226$78.3M4.2%+702Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,199,615 shares; 2024Q3: 1,235,243 shares; 2024Q4: 1,278,136 shares; 2025Q1: 1,253,809 shares; 2025Q2: 1,304,154 shares; 2025Q3: 1,356,519 shares; 2025Q4: 1,386,778 shares; 2026Q1: 1,402,336 shares 1,402,336$74M3.97%+15,558Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 424,567 shares; 2024Q3: 423,476 shares; 2024Q4: 422,893 shares; 2025Q1: 416,595 shares; 2025Q2: 340,073 shares; 2025Q3: 298,167 shares; 2025Q4: 265,278 shares; 2026Q1: 266,862 shares 266,862$67.7M3.64%+1,584Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,130,759 shares; 2024Q3: 1,111,835 shares; 2024Q4: 1,107,372 shares; 2025Q1: 1,085,486 shares; 2025Q2: 1,100,428 shares; 2025Q3: 1,095,335 shares; 2025Q4: 1,083,707 shares; 2026Q1: 1,080,817 shares 1,080,817$67.5M3.62%-2,890Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 954,529 shares; 2024Q3: 961,693 shares; 2024Q4: 971,577 shares; 2025Q1: 969,812 shares; 2025Q2: 946,784 shares; 2025Q3: 917,920 shares; 2025Q4: 950,482 shares; 2026Q1: 939,846 shares 939,846$66.6M3.58%-10,636Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,327,386 shares; 2024Q3: 1,335,218 shares; 2024Q4: 1,336,680 shares; 2025Q1: 1,310,922 shares; 2025Q2: 1,324,237 shares; 2025Q3: 1,317,812 shares; 2025Q4: 1,333,124 shares; 2026Q1: 1,338,275 shares 1,338,275$64.9M3.48%+5,151Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 151,030 shares; 2024Q3: 156,590 shares; 2024Q4: 160,217 shares; 2025Q1: 159,899 shares; 2025Q2: 159,466 shares; 2025Q3: 164,793 shares; 2025Q4: 162,929 shares; 2026Q1: 163,814 shares 163,814$52.6M2.82%+885Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 200,640 shares; 2024Q3: 198,300 shares; 2024Q4: 198,085 shares; 2025Q1: 196,768 shares; 2025Q2: 198,157 shares; 2025Q3: 198,146 shares; 2025Q4: 169,393 shares; 2026Q1: 169,395 shares 169,395$48.6M2.61%+2Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 998,839 shares; 2024Q3: 1,077,024 shares; 2024Q4: 1,147,462 shares; 2025Q1: 1,132,539 shares; 2025Q2: 1,172,296 shares; 2025Q3: 1,299,052 shares; 2025Q4: 1,336,151 shares; 2026Q1: 1,401,653 shares 1,401,653$47.2M2.53%+65,502Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 918,466 shares; 2024Q3: 959,586 shares; 2024Q4: 1,009,118 shares; 2025Q1: 947,654 shares; 2025Q2: 987,935 shares; 2025Q3: 1,097,497 shares; 2025Q4: 1,142,904 shares; 2026Q1: 1,186,477 shares 1,186,477$46.8M2.51%+43,573Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 181,693 shares; 2024Q3: 179,215 shares; 2024Q4: 179,218 shares; 2025Q1: 178,377 shares; 2025Q2: 181,598 shares; 2025Q3: 184,214 shares; 2025Q4: 147,959 shares; 2026Q1: 146,422 shares 146,422$42M2.25%-1,537Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 735,537 shares; 2024Q3: 806,301 shares; 2024Q4: 886,385 shares; 2025Q1: 893,983 shares; 2025Q2: 910,662 shares; 2025Q3: 952,699 shares; 2025Q4: 1,027,169 shares; 2026Q1: 1,114,611 shares 1,114,611$39.1M2.1%+87,442Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,342 shares; 2024Q3: 35,127 shares; 2024Q4: 44,393 shares; 2025Q1: 40,875 shares; 2025Q2: 38,968 shares; 2025Q3: 44,028 shares; 2025Q4: 48,228 shares; 2026Q1: 53,949 shares 53,949$32.2M1.73%+5,721Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 690,653 shares; 2024Q3: 657,753 shares; 2024Q4: 701,762 shares; 2025Q1: 740,648 shares; 2025Q2: 750,728 shares; 2025Q3: 785,209 shares; 2025Q4: 799,589 shares; 2026Q1: 798,853 shares 798,853$28.4M1.52%-736Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 503,216 shares; 2024Q3: 527,450 shares; 2024Q4: 564,627 shares; 2025Q1: 532,643 shares; 2025Q2: 545,429 shares; 2025Q3: 565,914 shares; 2025Q4: 603,362 shares; 2026Q1: 652,779 shares 652,779$25.4M1.37%+49,417Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 360,529 shares; 2024Q3: 344,804 shares; 2024Q4: 412,948 shares; 2025Q1: 432,790 shares; 2025Q2: 436,327 shares; 2025Q3: 478,714 shares; 2025Q4: 527,946 shares; 2026Q1: 601,058 shares 601,058$21.5M1.15%+73,112Timeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 122,585 shares; 2024Q3: 54,901 shares; 2024Q4: 73,319 shares; 2025Q1: 66,490 shares; 2025Q2: 67,495 shares; 2025Q3: 63,180 shares; 2025Q4: 38,073 shares; 2026Q1: 36,774 shares 36,774$21M1.13%-1,299Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 408,022 shares; 2024Q3: 436,902 shares; 2024Q4: 466,999 shares; 2025Q1: 458,246 shares; 2025Q2: 476,845 shares; 2025Q3: 531,974 shares; 2025Q4: 551,175 shares; 2026Q1: 585,452 shares 585,452$20.9M1.12%+34,277Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 427,635 shares; 2024Q3: 433,411 shares; 2024Q4: 470,601 shares; 2025Q1: 517,544 shares; 2025Q2: 528,357 shares; 2025Q3: 562,798 shares; 2025Q4: 579,153 shares; 2026Q1: 586,553 shares 586,553$20.3M1.09%+7,400Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 134,291 shares; 2024Q3: 134,665 shares; 2024Q4: 135,381 shares; 2025Q1: 135,693 shares; 2025Q2: 136,126 shares; 2025Q3: 136,398 shares; 2025Q4: 137,031 shares; 2026Q1: 137,354 shares 137,354$19M1.02%+323Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 247,081 shares; 2024Q3: 247,155 shares; 2024Q4: 270,474 shares; 2025Q1: 258,783 shares; 2025Q2: 296,755 shares; 2025Q3: 266,067 shares; 2025Q4: 299,536 shares; 2026Q1: 328,916 shares 328,916$16.4M0.88%+29,380Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 243,072 shares; 2024Q3: 261,638 shares; 2024Q4: 303,308 shares; 2025Q1: 333,335 shares; 2025Q2: 352,445 shares; 2025Q3: 413,890 shares; 2025Q4: 450,854 shares; 2026Q1: 562,453 shares 562,453$15M0.8%+111,599Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,732 shares; 2024Q3: 22,249 shares; 2024Q4: 23,345 shares; 2025Q1: 21,375 shares; 2025Q2: 21,536 shares; 2025Q3: 21,493 shares; 2025Q4: 21,521 shares; 2026Q1: 20,775 shares 20,775$13.5M0.73%-746Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,807 shares; 2024Q3: 27,804 shares; 2024Q4: 27,514 shares; 2025Q1: 27,322 shares; 2025Q2: 28,397 shares; 2025Q3: 28,468 shares; 2025Q4: 28,132 shares; 2026Q1: 27,261 shares 27,261$10.1M0.54%-871Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,485 shares; 2024Q3: 51,237 shares; 2024Q4: 51,123 shares; 2025Q1: 73,415 shares; 2025Q2: 76,580 shares; 2025Q3: 78,142 shares; 2025Q4: 57,952 shares; 2026Q1: 56,789 shares 56,789$9.9M0.53%-1,163Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,730 shares; 2024Q3: 77,781 shares; 2024Q4: 77,855 shares; 2025Q1: 77,927 shares; 2025Q2: 77,392 shares; 2025Q3: 78,821 shares; 2025Q4: 77,871 shares; 2026Q1: 77,898 shares 77,898$9.23M0.5%+27Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,195 shares; 2024Q3: 21,091 shares; 2024Q4: 20,815 shares; 2025Q1: 21,197 shares; 2025Q2: 24,211 shares; 2025Q3: 22,835 shares; 2025Q4: 20,284 shares; 2026Q1: 18,703 shares 18,703$8.96M0.48%-1,581Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 54,626 shares; 2024Q3: 54,823 shares; 2024Q4: 55,120 shares; 2025Q1: 55,316 shares; 2025Q2: 55,442 shares; 2025Q3: 57,010 shares; 2025Q4: 57,579 shares; 2026Q1: 57,833 shares 57,833$8.57M0.46%+254Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 85,276 shares; 2024Q3: 85,365 shares; 2024Q4: 81,276 shares; 2025Q1: 80,984 shares; 2025Q2: 79,833 shares; 2025Q3: 79,915 shares; 2025Q4: 79,658 shares; 2026Q1: 76,466 shares 76,466$8.35M0.45%-3,192Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,767 shares; 2024Q3: 19,781 shares; 2024Q4: 19,794 shares; 2025Q1: 19,805 shares; 2025Q2: 19,815 shares; 2025Q3: 19,826 shares; 2025Q4: 20,528 shares; 2026Q1: 20,523 shares 20,523$7.32M0.39%-5Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,214 shares; 2024Q3: 91,054 shares; 2024Q4: 91,060 shares; 2025Q1: 89,882 shares; 2025Q2: 92,823 shares; 2025Q3: 92,562 shares; 2025Q4: 92,447 shares; 2026Q1: 92,365 shares 92,365$7.17M0.38%-82Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 82,880 shares; 2024Q3: 68,269 shares; 2024Q4: 67,235 shares; 2025Q1: 64,522 shares; 2025Q2: 45,406 shares; 2025Q3: 43,191 shares; 2025Q4: 33,620 shares; 2026Q1: 33,971 shares 33,971$7.08M0.38%+351Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,922 shares; 2024Q3: 33,149 shares; 2024Q4: 46,003 shares; 2025Q1: 58,096 shares; 2025Q2: 62,525 shares; 2025Q3: 71,475 shares; 2025Q4: 84,719 shares; 2026Q1: 95,363 shares 95,363$7.04M0.38%+10,644Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 216,125 shares; 2024Q3: 214,125 shares; 2024Q4: 210,086 shares; 2025Q1: 169,786 shares; 2025Q2: 169,511 shares; 2025Q3: 169,456 shares; 2025Q4: 168,914 shares; 2026Q1: 162,538 shares 162,538$7.02M0.38%-6,376Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 88,109 shares; 2024Q3: 86,489 shares; 2024Q4: 85,456 shares; 2025Q1: 84,635 shares; 2025Q2: 84,915 shares; 2025Q3: 83,825 shares; 2025Q4: 83,604 shares; 2026Q1: 81,887 shares 81,887$6.67M0.36%-1,717Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,371 shares; 2024Q3: 48,060 shares; 2024Q4: 53,446 shares; 2025Q1: 66,916 shares; 2025Q2: 72,317 shares; 2025Q3: 80,039 shares; 2025Q4: 82,370 shares; 2026Q1: 81,309 shares 81,309$6.27M0.34%-1,061Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 91,753 shares; 2024Q3: 91,753 shares; 2024Q4: 91,753 shares; 2025Q1: 91,803 shares; 2025Q2: 91,043 shares; 2025Q3: 92,543 shares; 2025Q4: 96,844 shares; 2026Q1: 90,804 shares 90,804$6.19M0.33%-6,040Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,000 shares; 2024Q3: 17,900 shares; 2024Q4: 17,300 shares; 2025Q1: 19,827 shares; 2025Q2: 13,440 shares; 2025Q3: 18,942 shares; 2025Q4: 79,596 shares; 2026Q1: 118,370 shares 118,370$5.89M0.32%+38,774Timeline
BSVOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 186,370 shares; 2024Q3: 186,370 shares; 2024Q4: 186,370 shares; 2025Q1: 186,370 shares; 2025Q2: 218,568 shares; 2025Q3: 218,568 shares; 2025Q4: 232,232 shares; 2026Q1: 232,232 shares 232,232$5.89M0.32%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,170 shares; 2024Q3: 18,312 shares; 2024Q4: 18,228 shares; 2025Q1: 18,246 shares; 2025Q2: 18,256 shares; 2025Q3: 18,269 shares; 2025Q4: 36,584 shares; 2026Q1: 36,630 shares 36,630$4.87M0.26%+46Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 49,621 shares; 2024Q3: 50,965 shares; 2024Q4: 54,276 shares; 2025Q1: 55,242 shares; 2025Q2: 55,561 shares; 2025Q3: 57,182 shares; 2025Q4: 63,956 shares; 2026Q1: 73,148 shares 73,148$4.69M0.25%+9,192Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,480 shares; 2024Q3: 5,808 shares; 2024Q4: 8,016 shares; 2025Q1: 8,715 shares; 2025Q2: 15,058 shares; 2025Q3: 14,721 shares; 2025Q4: 16,165 shares; 2026Q1: 16,670 shares 16,670$4.37M0.23%+505Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,558 shares; 2024Q3: 51,050 shares; 2024Q4: 50,144 shares; 2025Q1: 50,188 shares; 2025Q2: 50,658 shares; 2025Q3: 49,158 shares; 2025Q4: 48,580 shares; 2026Q1: 48,378 shares 48,378$4.29M0.23%-202Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,072 shares; 2024Q3: 10,080 shares; 2024Q4: 8,405 shares; 2025Q1: 10,100 shares; 2025Q2: 10,096 shares; 2025Q3: 10,101 shares; 2025Q4: 9,778 shares; 2026Q1: 9,782 shares 9,782$4.17M0.22%+4Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,433 shares; 2024Q3: 13,311 shares; 2024Q4: 13,022 shares; 2025Q1: 12,737 shares; 2025Q2: 12,565 shares; 2025Q3: 12,509 shares; 2025Q4: 12,592 shares; 2026Q1: 13,096 shares 13,096$3.91M0.21%+504Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,186 shares; 2024Q3: 19,221 shares; 2024Q4: 21,107 shares; 2025Q1: 19,953 shares; 2025Q2: 19,766 shares; 2025Q3: 18,672 shares; 2025Q4: 19,568 shares; 2026Q1: 19,434 shares 19,434$3.81M0.2%-134Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 108,554 shares; 2024Q3: 105,771 shares; 2024Q4: 97,075 shares; 2025Q1: 96,459 shares; 2025Q2: 90,075 shares; 2025Q3: 77,875 shares; 2025Q4: 74,657 shares; 2026Q1: 70,252 shares 70,252$3.8M0.2%-4,405Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 192,799 shares; 2024Q3: 213,496 shares; 2024Q4: 220,894 shares; 2025Q1: 151,142 shares; 2025Q2: 157,166 shares; 2025Q3: 158,200 shares; 2025Q4: 160,324 shares; 2026Q1: 160,500 shares 160,500$3.8M0.2%+176Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,804 shares; 2024Q3: 5,677 shares; 2024Q4: 5,532 shares; 2025Q1: 5,540 shares; 2025Q2: 34,813 shares; 2025Q3: 46,477 shares; 2025Q4: 46,293 shares; 2026Q1: 50,441 shares 50,441$3.79M0.2%+4,148Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,399 shares; 2024Q3: 67,729 shares; 2024Q4: 78,113 shares; 2025Q1: 82,418 shares; 2025Q2: 95,327 shares; 2025Q3: 111,973 shares; 2025Q4: 113,404 shares; 2026Q1: 116,973 shares 116,973$3.77M0.2%+3,569Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,020 shares; 2024Q3: 17,994 shares; 2024Q4: 17,994 shares; 2025Q1: 18,388 shares; 2025Q2: 18,370 shares; 2025Q3: 18,389 shares; 2025Q4: 18,415 shares; 2026Q1: 18,389 shares 18,389$3.65M0.2%-26Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,991 shares; 2024Q3: 9,787 shares; 2024Q4: 14,093 shares; 2025Q1: 17,286 shares; 2025Q2: 18,082 shares; 2025Q3: 19,185 shares; 2025Q4: 24,788 shares; 2026Q1: 32,815 shares 32,815$3.63M0.19%+8,027Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,881 shares; 2024Q3: 22,029 shares; 2024Q4: 22,476 shares; 2025Q1: 22,436 shares; 2025Q2: 23,502 shares; 2025Q3: 24,279 shares; 2025Q4: 24,656 shares; 2026Q1: 24,657 shares 24,657$3.59M0.19%+1Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,018 shares; 2024Q3: 57,761 shares; 2024Q4: 66,886 shares; 2025Q1: 98,824 shares; 2025Q2: 85,381 shares; 2025Q3: 86,931 shares; 2025Q4: 88,813 shares; 2026Q1: 96,671 shares 96,671$3.55M0.19%+7,858Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,344 shares; 2024Q3: 32,344 shares; 2024Q4: 32,640 shares; 2025Q1: 32,640 shares; 2025Q2: 33,564 shares; 2025Q3: 33,564 shares; 2025Q4: 39,034 shares; 2026Q1: 39,034 shares 39,034$3.53M0.19%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,562 shares; 2024Q3: 24,245 shares; 2024Q4: 23,487 shares; 2025Q1: 21,682 shares; 2025Q2: 21,741 shares; 2025Q3: 21,820 shares; 2025Q4: 20,688 shares; 2026Q1: 20,384 shares 20,384$3.46M0.19%-304Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,348 shares; 2024Q3: 35,980 shares; 2024Q4: 35,234 shares; 2025Q1: 34,980 shares; 2025Q2: 34,836 shares; 2025Q3: 34,857 shares; 2025Q4: 34,637 shares; 2026Q1: 34,637 shares 34,637$3.36M0.18%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,801 shares; 2024Q3: 16,827 shares; 2024Q4: 16,127 shares; 2025Q1: 15,687 shares; 2025Q2: 15,859 shares; 2025Q3: 16,618 shares; 2025Q4: 17,208 shares; 2026Q1: 16,253 shares 16,253$3.36M0.18%-955Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,315 shares; 2024Q3: 5,715 shares; 2024Q4: 5,596 shares; 2025Q1: 5,600 shares; 2025Q2: 5,594 shares; 2025Q3: 4,851 shares; 2025Q4: 5,034 shares; 2026Q1: 5,033 shares 5,033$3.29M0.18%-1Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,537 shares; 2024Q3: 92,194 shares; 2024Q4: 92,286 shares; 2025Q1: 92,446 shares; 2025Q2: 95,087 shares; 2025Q3: 97,786 shares; 2025Q4: 98,046 shares; 2026Q1: 90,554 shares 90,554$3.25M0.17%-7,492Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,589 shares; 2024Q3: 9,302 shares; 2024Q4: 7,940 shares; 2025Q1: 8,997 shares; 2025Q2: 9,076 shares; 2025Q3: 9,015 shares; 2025Q4: 8,230 shares; 2026Q1: 8,711 shares 8,711$3.24M0.17%+481Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,884 shares; 2024Q3: 13,382 shares; 2024Q4: 13,407 shares; 2025Q1: 12,974 shares; 2025Q2: 14,577 shares; 2025Q3: 12,989 shares; 2025Q4: 12,991 shares; 2026Q1: 12,914 shares 12,914$3.16M0.17%-77Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,135 shares; 2024Q3: 11,438 shares; 2024Q4: 12,445 shares; 2025Q1: 13,330 shares; 2025Q2: 15,372 shares; 2025Q3: 15,469 shares; 2025Q4: 15,818 shares; 2026Q1: 14,042 shares 14,042$3.05M0.16%-1,776Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,542 shares; 2024Q3: 30,492 shares; 2024Q4: 30,492 shares; 2025Q1: 30,492 shares; 2025Q2: 30,492 shares; 2025Q3: 31,700 shares; 2025Q4: 31,741 shares; 2026Q1: 31,722 shares 31,722$2.99M0.16%-19Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,325 shares; 2024Q3: 14,326 shares; 2024Q4: 13,494 shares; 2025Q1: 14,333 shares; 2025Q2: 14,328 shares; 2025Q3: 14,329 shares; 2025Q4: 14,233 shares; 2026Q1: 13,958 shares 13,958$2.98M0.16%-275Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,190 shares; 2024Q3: 30,264 shares; 2024Q4: 30,363 shares; 2025Q1: 30,267 shares; 2025Q2: 30,294 shares; 2025Q3: 30,978 shares; 2025Q4: 30,207 shares; 2026Q1: 29,682 shares 29,682$2.9M0.16%-525Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,588 shares; 2024Q3: 34,785 shares; 2024Q4: 34,814 shares; 2025Q1: 34,924 shares; 2025Q2: 33,213 shares; 2025Q3: 33,265 shares; 2025Q4: 33,348 shares; 2026Q1: 31,977 shares 31,977$2.89M0.16%-1,371Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 58,605 shares; 2024Q3: 70,847 shares; 2024Q4: 75,153 shares; 2025Q1: 77,298 shares; 2025Q2: 68,778 shares; 2025Q3: 104,324 shares; 2025Q4: 91,730 shares; 2026Q1: 85,263 shares 85,263$2.89M0.15%-6,467Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,009 shares; 2024Q3: 46,314 shares; 2024Q4: 47,540 shares; 2025Q1: 48,522 shares; 2025Q2: 49,784 shares; 2025Q3: 51,459 shares; 2025Q4: 51,724 shares; 2026Q1: 52,061 shares 52,061$2.81M0.15%+337Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,605 shares; 2024Q3: 23,366 shares; 2024Q4: 23,620 shares; 2025Q1: 23,897 shares; 2025Q2: 25,722 shares; 2025Q3: 29,211 shares; 2025Q4: 32,261 shares; 2026Q1: 31,936 shares 31,936$2.81M0.15%-325Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 73,926 shares; 2024Q3: 73,164 shares; 2024Q4: 73,470 shares; 2025Q1: 72,835 shares; 2025Q2: 62,829 shares; 2025Q3: 52,109 shares; 2025Q4: 52,352 shares; 2026Q1: 74,001 shares 74,001$2.8M0.15%+21,649Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,587 shares; 2024Q3: 19,161 shares; 2024Q4: 23,180 shares; 2025Q1: 20,016 shares; 2025Q2: 20,320 shares; 2025Q3: 21,548 shares; 2025Q4: 19,585 shares; 2026Q1: 27,675 shares 27,675$2.76M0.15%+8,090Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,558 shares; 2024Q3: 25,634 shares; 2024Q4: 25,757 shares; 2025Q1: 24,819 shares; 2025Q2: 24,905 shares; 2025Q3: 25,793 shares; 2025Q4: 25,468 shares; 2026Q1: 27,209 shares 27,209$2.75M0.15%+1,741Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,657 shares; 2024Q3: 25,265 shares; 2024Q4: 25,414 shares; 2025Q1: 25,481 shares; 2025Q2: 25,633 shares; 2025Q3: 23,392 shares; 2025Q4: 33,369 shares; 2026Q1: 34,770 shares 34,770$2.73M0.15%+1,401Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,328 shares; 2025Q4: 16,050 shares; 2026Q1: 32,521 shares 32,521$2.58M0.14%+16,471Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,609 shares; 2024Q3: 21,868 shares; 2024Q4: 22,007 shares; 2025Q1: 20,344 shares; 2025Q2: 20,186 shares; 2025Q3: 20,280 shares; 2025Q4: 20,850 shares; 2026Q1: 20,718 shares 20,718$2.58M0.14%-132Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,924 shares; 2024Q3: 13,708 shares; 2024Q4: 13,524 shares; 2025Q1: 12,612 shares; 2025Q2: 12,474 shares; 2025Q3: 12,556 shares; 2025Q4: 12,630 shares; 2026Q1: 12,518 shares 12,518$2.55M0.14%-112Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,992 shares; 2024Q3: 30,877 shares; 2024Q4: 30,932 shares; 2025Q1: 30,430 shares; 2025Q2: 30,617 shares; 2025Q3: 31,463 shares; 2025Q4: 30,293 shares; 2026Q1: 30,353 shares 30,353$2.5M0.13%+60Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,035 shares; 2024Q3: 28,036 shares; 2024Q4: 28,037 shares; 2025Q1: 21,462 shares; 2025Q2: 21,447 shares; 2025Q3: 21,351 shares; 2025Q4: 21,423 shares; 2026Q1: 21,352 shares 21,352$2.42M0.13%-71Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,691 shares; 2024Q3: 19,706 shares; 2024Q4: 20,429 shares; 2025Q1: 20,464 shares; 2025Q2: 21,675 shares; 2025Q3: 21,111 shares; 2025Q4: 20,029 shares; 2026Q1: 11,175 shares 11,175$2.4M0.13%-8,854Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,276 shares; 2024Q3: 40,501 shares; 2024Q4: 40,394 shares; 2025Q1: 40,602 shares; 2025Q2: 40,815 shares; 2025Q3: 40,832 shares; 2025Q4: 40,839 shares; 2026Q1: 68,392 shares 68,392$2.31M0.12%+27,553Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,506 shares; 2024Q3: 13,518 shares; 2024Q4: 13,529 shares; 2025Q1: 13,538 shares; 2025Q2: 13,547 shares; 2025Q3: 13,697 shares; 2025Q4: 14,253 shares; 2026Q1: 14,260 shares 14,260$2.28M0.12%+7Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,992 shares; 2024Q3: 35,128 shares; 2024Q4: 36,919 shares; 2025Q1: 37,012 shares; 2025Q2: 37,167 shares; 2025Q3: 37,394 shares; 2025Q4: 38,429 shares; 2026Q1: 52,309 shares 52,309$2.21M0.12%+13,880Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,402 shares; 2024Q3: 14,666 shares; 2024Q4: 56,715 shares; 2025Q1: 60,717 shares; 2025Q2: 60,726 shares; 2025Q3: 61,746 shares; 2025Q4: 66,554 shares; 2026Q1: 70,317 shares 70,317$2.16M0.12%+3,763Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,864 shares; 2024Q3: 3,007 shares; 2024Q4: 3,994 shares; 2025Q1: 3,626 shares; 2025Q2: 3,170 shares; 2025Q3: 2,966 shares; 2025Q4: 3,082 shares; 2026Q1: 3,088 shares 3,088$2.15M0.12%+6Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,286 shares; 2024Q3: 16,296 shares; 2024Q4: 16,306 shares; 2025Q1: 15,840 shares; 2025Q2: 14,047 shares; 2025Q3: 14,059 shares; 2025Q4: 14,074 shares; 2026Q1: 14,083 shares 14,083$2.13M0.11%+9Timeline
AVGVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,495 shares; 2024Q3: 13,684 shares; 2024Q4: 18,191 shares; 2025Q1: 21,643 shares; 2025Q2: 25,000 shares; 2025Q3: 25,781 shares; 2025Q4: 27,262 shares; 2026Q1: 27,399 shares 27,399$2.12M0.11%+137Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,294 shares; 2024Q3: 6,384 shares; 2024Q4: 5,585 shares; 2025Q1: 5,661 shares; 2025Q2: 5,752 shares; 2025Q3: 4,768 shares; 2025Q4: 4,833 shares; 2026Q1: 4,817 shares 4,817$2.1M0.11%-16Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,034 shares; 2024Q3: 9,711 shares; 2024Q4: 19,066 shares; 2025Q1: 19,124 shares; 2025Q2: 23,166 shares; 2025Q3: 24,069 shares; 2025Q4: 25,781 shares; 2026Q1: 27,352 shares 27,352$2.09M0.11%+1,571Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,988 shares; 2024Q3: 22,211 shares; 2024Q4: 22,276 shares; 2025Q1: 22,205 shares; 2025Q2: 22,463 shares; 2025Q3: 22,463 shares; 2025Q4: 22,641 shares; 2026Q1: 23,481 shares 23,481$1.99M0.11%+840Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,115 shares; 2024Q3: 6,640 shares; 2024Q4: 6,649 shares; 2025Q1: 6,730 shares; 2025Q2: 8,175 shares; 2025Q3: 8,185 shares; 2025Q4: 8,257 shares; 2026Q1: 8,196 shares 8,196$1.95M0.1%-61Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,318 shares; 2024Q3: 10,262 shares; 2024Q4: 10,340 shares; 2025Q1: 9,917 shares; 2025Q2: 11,184 shares; 2025Q3: 11,596 shares; 2025Q4: 17,222 shares; 2026Q1: 17,245 shares 17,245$1.92M0.1%+23Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,557 shares; 2024Q3: 28,721 shares; 2024Q4: 28,929 shares; 2025Q1: 29,296 shares; 2025Q2: 33,532 shares; 2025Q3: 42,786 shares; 2025Q4: 25,761 shares; 2026Q1: 25,670 shares 25,670$1.89M0.1%-91Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,543 shares; 2024Q3: 21,865 shares; 2024Q4: 65,637 shares; 2025Q1: 66,956 shares; 2025Q2: 67,000 shares; 2025Q3: 66,701 shares; 2025Q4: 68,660 shares; 2026Q1: 69,008 shares 69,008$1.77M0.09%+348Timeline
DXIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,989 shares; 2025Q1: 17,263 shares; 2025Q2: 17,419 shares; 2025Q3: 20,583 shares; 2025Q4: 24,278 shares; 2026Q1: 25,422 shares 25,422$1.72M0.09%+1,144Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,634 shares; 2024Q3: 36,871 shares; 2024Q4: 74,869 shares; 2025Q1: 74,869 shares; 2025Q2: 74,607 shares; 2025Q3: 74,607 shares; 2025Q4: 75,977 shares; 2026Q1: 68,271 shares 68,271$1.69M0.09%-7,706Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 99,393 shares; 2024Q3: 95,760 shares; 2024Q4: 95,834 shares; 2025Q1: 84,812 shares; 2025Q2: 81,687 shares; 2025Q3: 48,639 shares; 2025Q4: 47,782 shares; 2026Q1: 34,929 shares 34,929$1.67M0.09%-12,853Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,650 shares; 2024Q3: 22,650 shares; 2024Q4: 22,113 shares; 2025Q1: 22,113 shares; 2025Q2: 22,113 shares; 2025Q3: 20,964 shares; 2025Q4: 20,964 shares; 2026Q1: 21,039 shares 21,039$1.65M0.09%+75Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,354 shares; 2024Q3: 13,394 shares; 2024Q4: 13,547 shares; 2025Q1: 13,674 shares; 2025Q2: 13,617 shares; 2025Q3: 13,645 shares; 2025Q4: 13,787 shares; 2026Q1: 13,270 shares 13,270$1.6M0.09%-517Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,315 shares; 2025Q3: 40,448 shares; 2025Q4: 40,461 shares; 2026Q1: 83,001 shares 83,001$1.6M0.09%+42,540Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,340 shares; 2024Q3: 4,346 shares; 2024Q4: 4,358 shares; 2025Q1: 4,364 shares; 2025Q2: 4,370 shares; 2025Q3: 4,375 shares; 2025Q4: 4,381 shares; 2026Q1: 4,386 shares 4,386$1.57M0.08%+5Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$1.44M0.08%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,265 shares; 2024Q3: 16,265 shares; 2024Q4: 15,722 shares; 2025Q1: 15,722 shares; 2025Q2: 16,128 shares; 2025Q3: 16,128 shares; 2025Q4: 20,500 shares; 2026Q1: 20,399 shares 20,399$1.42M0.08%-101Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,140 shares; 2024Q3: 7,103 shares; 2024Q4: 11,804 shares; 2025Q1: 11,834 shares; 2025Q2: 7,104 shares; 2025Q3: 7,104 shares; 2025Q4: 18,054 shares; 2026Q1: 18,016 shares 18,016$1.39M0.07%-38Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,096 shares; 2024Q3: 5,429 shares; 2024Q4: 5,429 shares; 2025Q1: 4,402 shares; 2025Q2: 5,661 shares; 2025Q3: 4,690 shares; 2025Q4: 4,699 shares; 2026Q1: 4,623 shares 4,623$1.36M0.07%-76Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 52,296 shares; 2024Q3: 50,657 shares; 2024Q4: 47,657 shares; 2025Q1: 47,347 shares; 2025Q2: 47,347 shares; 2025Q3: 47,347 shares; 2025Q4: 47,347 shares; 2026Q1: 41,851 shares 41,851$1.35M0.07%-5,496Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,470 shares; 2024Q3: 9,637 shares; 2024Q4: 9,639 shares; 2025Q1: 9,278 shares; 2025Q2: 10,608 shares; 2025Q3: 9,401 shares; 2025Q4: 9,360 shares; 2026Q1: 9,284 shares 9,284$1.34M0.07%-76Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,536 shares; 2024Q3: 22,510 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,160 shares 22,160$1.33M0.07%-340Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,070 shares; 2024Q3: 8,085 shares; 2024Q4: 8,178 shares; 2025Q1: 8,193 shares; 2025Q2: 8,138 shares; 2025Q3: 8,158 shares; 2025Q4: 8,204 shares; 2026Q1: 8,188 shares 8,188$1.32M0.07%-16Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,942 shares; 2024Q3: 1,948 shares; 2024Q4: 1,952 shares; 2025Q1: 1,949 shares; 2025Q2: 2,061 shares; 2025Q3: 2,067 shares; 2025Q4: 2,071 shares; 2026Q1: 2,092 shares 2,092$1.29M0.07%+21Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 3,234 shares; 2025Q3: 3,244 shares; 2025Q4: 3,234 shares; 2026Q1: 3,750 shares 3,750$1.27M0.07%+516Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,240 shares; 2024Q3: 2,466 shares; 2024Q4: 2,229 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,513 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares 2,513$1.26M0.07%0Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,483 shares; 2024Q3: 16,483 shares; 2024Q4: 16,483 shares; 2025Q1: 16,483 shares; 2025Q2: 16,483 shares; 2025Q3: 16,483 shares; 2025Q4: 16,483 shares; 2026Q1: 16,483 shares 16,483$1.24M0.07%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,442 shares; 2024Q3: 29,445 shares; 2024Q4: 29,447 shares; 2025Q1: 29,450 shares; 2025Q2: 12,945 shares; 2025Q3: 26,597 shares; 2025Q4: 27,361 shares; 2026Q1: 27,548 shares 27,548$1.24M0.07%+187Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,919 shares; 2024Q3: 4,911 shares; 2024Q4: 5,285 shares; 2025Q1: 5,106 shares; 2025Q2: 5,092 shares; 2025Q3: 4,936 shares; 2025Q4: 4,973 shares; 2026Q1: 4,976 shares 4,976$1.23M0.07%+3Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,652 shares; 2024Q3: 9,652 shares; 2024Q4: 9,652 shares; 2025Q1: 9,652 shares; 2025Q2: 15,642 shares; 2025Q3: 15,642 shares; 2025Q4: 16,684 shares; 2026Q1: 16,572 shares 16,572$1.23M0.07%-112Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,988 shares; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 3,990 shares; 2026Q1: 3,990 shares 3,990$1.21M0.06%0Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,293 shares; 2024Q3: 22,349 shares; 2024Q4: 21,821 shares; 2025Q1: 21,829 shares; 2025Q2: 21,420 shares; 2025Q3: 21,493 shares; 2025Q4: 21,054 shares; 2026Q1: 20,076 shares 20,076$1.21M0.06%-978Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,427 shares; 2024Q3: 6,427 shares; 2024Q4: 6,427 shares; 2025Q1: 6,427 shares; 2025Q2: 6,427 shares; 2025Q3: 6,427 shares; 2025Q4: 6,425 shares; 2026Q1: 6,061 shares 6,061$1.15M0.06%-364Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,976 shares; 2024Q3: 15,103 shares; 2024Q4: 30,571 shares; 2025Q1: 48,020 shares; 2025Q2: 43,487 shares; 2025Q3: 43,932 shares; 2025Q4: 44,984 shares; 2026Q1: 46,776 shares 46,776$1.14M0.06%+1,792Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,300 shares; 2024Q3: 50,300 shares; 2024Q4: 50,300 shares; 2025Q1: 50,300 shares; 2025Q2: 50,300 shares; 2025Q3: 50,300 shares; 2025Q4: 50,300 shares; 2026Q1: 45,304 shares 45,304$1.1M0.06%-4,996Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,025 shares; 2024Q3: 7,042 shares; 2024Q4: 7,695 shares; 2025Q1: 7,716 shares; 2025Q2: 16,646 shares; 2025Q3: 17,401 shares; 2025Q4: 17,653 shares; 2026Q1: 17,664 shares 17,664$1.1M0.06%+11Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,764 shares; 2024Q3: 3,283 shares; 2024Q4: 3,561 shares; 2025Q1: 3,562 shares; 2025Q2: 3,743 shares; 2025Q3: 3,745 shares; 2025Q4: 3,747 shares; 2026Q1: 3,808 shares 3,808$1.09M0.06%+61Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,063 shares; 2024Q3: 10,100 shares; 2024Q4: 17,579 shares; 2025Q1: 17,579 shares; 2025Q2: 21,172 shares; 2025Q3: 21,330 shares; 2025Q4: 31,677 shares; 2026Q1: 21,594 shares 21,594$1.08M0.06%-10,083Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,140 shares; 2024Q3: 1,072 shares; 2024Q4: 4,472 shares; 2025Q1: 4,432 shares; 2025Q2: 4,430 shares; 2025Q3: 4,100 shares; 2025Q4: 4,388 shares; 2026Q1: 4,418 shares 4,418$1.07M0.06%+30Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,139 shares; 2024Q3: 4,065 shares; 2024Q4: 9,503 shares; 2025Q1: 9,551 shares; 2025Q2: 12,675 shares; 2025Q3: 12,768 shares; 2025Q4: 14,024 shares; 2026Q1: 12,809 shares 12,809$1.06M0.06%-1,215Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,229 shares; 2024Q3: 33,119 shares; 2024Q4: 32,715 shares; 2025Q1: 33,182 shares; 2025Q2: 25,331 shares; 2025Q3: 25,553 shares; 2025Q4: 25,570 shares; 2026Q1: 21,233 shares 21,233$1.06M0.06%-4,337Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,090 shares; 2024Q4: 2,639 shares; 2025Q1: 4,858 shares; 2025Q2: 5,705 shares; 2025Q3: 8,756 shares; 2025Q4: 8,087 shares; 2026Q1: 10,473 shares 10,473$1.05M0.06%+2,386Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,903 shares; 2025Q1: 7,295 shares; 2025Q2: 9,827 shares; 2025Q3: 11,671 shares; 2025Q4: 12,208 shares; 2026Q1: 14,527 shares 14,527$1.05M0.06%+2,319Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,392 shares; 2024Q3: 16,310 shares; 2024Q4: 16,424 shares; 2025Q1: 16,433 shares; 2025Q2: 16,444 shares; 2025Q3: 15,826 shares; 2025Q4: 15,827 shares; 2026Q1: 15,405 shares 15,405$1.04M0.06%-422Timeline
RWAYRUNWAY GROWTH FINANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,467 shares; 2025Q3: 150,467 shares; 2025Q4: 150,467 shares; 2026Q1: 150,467 shares 150,467$1.03M0.06%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,567 shares; 2024Q3: 5,570 shares; 2024Q4: 5,571 shares; 2025Q1: 4,721 shares; 2025Q2: 4,725 shares; 2025Q3: 4,798 shares; 2025Q4: 4,818 shares; 2026Q1: 4,804 shares 4,804$1.01M0.05%-14Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,087 shares; 2024Q3: 11,285 shares; 2024Q4: 33,884 shares; 2025Q1: 35,312 shares; 2025Q2: 36,843 shares; 2025Q3: 40,135 shares; 2025Q4: 40,281 shares; 2026Q1: 38,954 shares 38,954$978K0.05%-1,327Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,451 shares; 2025Q4: 32,523 shares; 2026Q1: 32,523 shares 32,523$949K0.05%0Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,087 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000$947K0.05%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,055 shares; 2025Q3: 16,908 shares; 2025Q4: 16,908 shares; 2026Q1: 16,908 shares 16,908$915K0.05%0Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,478 shares; 2024Q3: 13,603 shares; 2024Q4: 13,694 shares; 2025Q1: 13,744 shares; 2025Q2: 13,763 shares; 2025Q3: 13,782 shares; 2025Q4: 13,820 shares; 2026Q1: 5,220 shares 5,220$903K0.05%-8,600Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,275 shares; 2024Q3: 14,275 shares; 2024Q4: 14,275 shares; 2025Q1: 14,275 shares; 2025Q2: 14,354 shares; 2025Q3: 14,753 shares; 2025Q4: 14,755 shares; 2026Q1: 14,586 shares 14,586$903K0.05%-169Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,986 shares; 2025Q1: 14,482 shares; 2025Q2: 10,807 shares; 2025Q3: 13,794 shares; 2025Q4: 14,112 shares; 2026Q1: 15,151 shares 15,151$899K0.05%+1,039Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,556 shares; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares 6,256$891K0.05%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250$886K0.05%0Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,751 shares; 2024Q3: 5,751 shares; 2024Q4: 6,437 shares; 2025Q1: 6,437 shares; 2025Q2: 11,967 shares; 2025Q3: 11,967 shares; 2025Q4: 12,050 shares; 2026Q1: 12,053 shares 12,053$866K0.05%+3Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,480 shares; 2024Q3: 10,480 shares; 2024Q4: 14,716 shares; 2025Q1: 15,146 shares; 2025Q2: 15,336 shares; 2025Q3: 15,336 shares; 2025Q4: 11,385 shares; 2026Q1: 11,505 shares 11,505$861K0.05%+120Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,663 shares; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 4,281 shares; 2025Q2: 5,831 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 3,925 shares 3,925$854K0.05%-395Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,171 shares; 2024Q3: 3,174 shares; 2024Q4: 3,121 shares; 2025Q1: 2,704 shares; 2025Q2: 3,190 shares; 2025Q3: 2,739 shares; 2025Q4: 2,713 shares; 2026Q1: 2,664 shares 2,664$828K0.04%-49Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 766 shares; 2024Q3: 768 shares; 2024Q4: 747 shares; 2025Q1: 627 shares; 2025Q2: 1,446 shares; 2025Q3: 654 shares; 2025Q4: 845 shares; 2026Q1: 828 shares 828$825K0.04%-17Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,593 shares; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 5,256 shares; 2025Q2: 5,577 shares; 2025Q3: 5,540 shares; 2025Q4: 4,985 shares; 2026Q1: 4,970 shares 4,970$822K0.04%-15Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,433 shares; 2024Q3: 1,163 shares; 2024Q4: 727 shares; 2025Q1: 747 shares; 2025Q2: 712 shares; 2025Q3: 583 shares; 2025Q4: 2,058 shares; 2026Q1: 2,097 shares 2,097$819K0.04%+39Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,823 shares; 2024Q3: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,048 shares; 2026Q1: 4,023 shares 4,023$817K0.04%-25Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,323 shares; 2024Q3: 4,327 shares; 2024Q4: 4,536 shares; 2025Q1: 5,554 shares; 2025Q2: 4,959 shares; 2025Q3: 5,008 shares; 2025Q4: 4,967 shares; 2026Q1: 5,394 shares 5,394$794K0.04%+427Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,499 shares; 2024Q3: 11,512 shares; 2024Q4: 11,532 shares; 2025Q1: 11,545 shares; 2025Q2: 11,596 shares; 2025Q3: 11,609 shares; 2025Q4: 11,627 shares; 2026Q1: 11,637 shares 11,637$791K0.04%+10Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,209 shares; 2024Q3: 15,926 shares; 2024Q4: 15,982 shares; 2025Q1: 15,982 shares; 2025Q2: 15,993 shares; 2025Q3: 15,993 shares; 2025Q4: 16,052 shares; 2026Q1: 16,052 shares 16,052$785K0.04%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,375 shares; 2024Q3: 9,407 shares; 2024Q4: 9,453 shares; 2025Q1: 9,485 shares; 2025Q2: 9,526 shares; 2025Q3: 9,569 shares; 2025Q4: 9,675 shares; 2026Q1: 9,342 shares 9,342$766K0.04%-333Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,815 shares; 2024Q3: 8,815 shares; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 26,442 shares; 2025Q3: 26,442 shares; 2025Q4: 27,490 shares; 2026Q1: 27,400 shares 27,400$763K0.04%-90Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,062 shares; 2024Q3: 24,062 shares; 2024Q4: 23,885 shares; 2025Q1: 23,885 shares; 2025Q2: 23,888 shares; 2025Q3: 24,127 shares; 2025Q4: 24,135 shares; 2026Q1: 13,398 shares 13,398$761K0.04%-10,737Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,082 shares 18,082$744K0.04%newTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,743 shares; 2024Q3: 3,023 shares; 2024Q4: 20,032 shares; 2025Q1: 20,260 shares; 2025Q2: 19,148 shares; 2025Q3: 22,788 shares; 2025Q4: 28,193 shares; 2026Q1: 24,862 shares 24,862$724K0.04%-3,331Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 819 shares; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 7,401 shares; 2026Q1: 7,511 shares 7,511$722K0.04%+110Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,512 shares; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 3,388 shares; 2025Q3: 3,518 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares 3,448$710K0.04%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,587 shares; 2024Q3: 8,587 shares; 2024Q4: 8,774 shares; 2025Q1: 5,384 shares; 2025Q2: 5,441 shares; 2025Q3: 6,808 shares; 2025Q4: 6,892 shares; 2026Q1: 8,801 shares 8,801$709K0.04%+1,909Timeline
ISHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,537 shares 9,537$708K0.04%newTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,837 shares; 2024Q3: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,672 shares; 2025Q4: 1,730 shares; 2026Q1: 1,493 shares 1,493$646K0.03%-237Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,282 shares; 2024Q3: 11,282 shares; 2024Q4: 11,282 shares; 2025Q1: 11,282 shares; 2025Q2: 11,282 shares; 2025Q3: 11,282 shares; 2025Q4: 11,282 shares; 2026Q1: 11,282 shares 11,282$634K0.03%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,080 shares; 2026Q1: 5,000 shares 5,000$627K0.03%-80Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,097 shares; 2024Q3: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,528 shares; 2025Q2: 2,675 shares; 2025Q3: 2,679 shares; 2025Q4: 2,582 shares; 2026Q1: 2,577 shares 2,577$625K0.03%-5Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,412 shares; 2024Q3: 1,505 shares; 2024Q4: 1,476 shares; 2025Q1: 1,710 shares; 2025Q2: 2,035 shares; 2025Q3: 1,063 shares; 2025Q4: 691 shares; 2026Q1: 671 shares 671$617K0.03%-20Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,803 shares; 2024Q3: 6,819 shares; 2024Q4: 6,861 shares; 2025Q1: 6,555 shares; 2025Q2: 2,844 shares; 2025Q3: 6,887 shares; 2025Q4: 13,788 shares; 2026Q1: 13,212 shares 13,212$606K0.03%-576Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,505 shares; 2024Q3: 2,335 shares; 2024Q4: 2,334 shares; 2025Q1: 2,240 shares; 2025Q2: 2,178 shares; 2025Q3: 2,028 shares; 2025Q4: 2,029 shares; 2026Q1: 2,005 shares 2,005$606K0.03%-24Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,511 shares; 2024Q3: 14,620 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,235 shares; 2025Q3: 10,235 shares; 2025Q4: 10,235 shares; 2026Q1: 12,997 shares 12,997$593K0.03%+2,762Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,657 shares; 2024Q3: 9,923 shares; 2024Q4: 19,950 shares; 2025Q1: 20,075 shares; 2025Q2: 20,131 shares; 2025Q3: 20,221 shares; 2025Q4: 20,398 shares; 2026Q1: 20,389 shares 20,389$593K0.03%-9Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,552 shares; 2024Q3: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares 2,982$591K0.03%0Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,400 shares; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200$586K0.03%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,723 shares; 2024Q3: 2,723 shares; 2024Q4: 2,723 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: 2,416 shares; 2025Q4: 2,427 shares; 2026Q1: 2,416 shares 2,416$586K0.03%-11Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,282 shares; 2025Q1: 6,244 shares; 2025Q2: 6,244 shares; 2025Q3: 7,337 shares; 2025Q4: 7,337 shares; 2026Q1: 7,337 shares 7,337$577K0.03%0Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,933 shares; 2024Q3: 36,933 shares; 2024Q4: 38,590 shares; 2025Q1: 31,573 shares; 2025Q2: 31,573 shares; 2025Q3: 31,573 shares; 2025Q4: 32,595 shares; 2026Q1: 33,206 shares 33,206$575K0.03%+611Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,525 shares; 2024Q3: 12,493 shares; 2024Q4: 9,193 shares; 2025Q1: 7,843 shares; 2025Q2: 7,845 shares; 2025Q3: 7,846 shares; 2025Q4: 4,576 shares; 2026Q1: 4,577 shares 4,577$569K0.03%+1Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,670 shares; 2024Q3: 1,663 shares; 2024Q4: 1,665 shares; 2025Q1: 1,801 shares; 2025Q2: 1,807 shares; 2025Q3: 1,763 shares; 2025Q4: 1,649 shares; 2026Q1: 1,603 shares 1,603$564K0.03%-46Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,412 shares; 2024Q3: 10,412 shares; 2024Q4: 10,485 shares; 2025Q1: 10,485 shares; 2025Q2: 11,066 shares; 2025Q3: 11,066 shares; 2025Q4: 11,341 shares; 2026Q1: 11,341 shares 11,341$560K0.03%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,496 shares; 2024Q4: 4,337 shares; 2025Q1: 4,350 shares; 2025Q2: 4,930 shares; 2025Q3: 4,959 shares; 2025Q4: 7,225 shares; 2026Q1: 6,753 shares 6,753$559K0.03%-472Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,876 shares; 2024Q3: 4,739 shares; 2024Q4: 4,747 shares; 2025Q1: 4,753 shares; 2025Q2: 4,759 shares; 2025Q3: 4,765 shares; 2025Q4: 4,772 shares; 2026Q1: 4,778 shares 4,778$555K0.03%+6Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,428 shares; 2024Q3: 3,197 shares; 2024Q4: 3,197 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,931 shares 2,931$547K0.03%+4Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 413 shares 413$546K0.03%-6Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,369 shares; 2024Q3: 3,379 shares; 2024Q4: 3,389 shares; 2025Q1: 3,398 shares; 2025Q2: 3,406 shares; 2025Q3: 3,415 shares; 2025Q4: 3,425 shares; 2026Q1: 3,432 shares 3,432$544K0.03%+7Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,694 shares; 2024Q3: 3,695 shares; 2024Q4: 3,696 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 3,698 shares; 2025Q4: 3,699 shares; 2026Q1: 3,700 shares 3,700$539K0.03%+1Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,888 shares; 2024Q3: 15,571 shares; 2024Q4: 13,576 shares; 2025Q1: 17,835 shares; 2025Q2: 8,618 shares; 2025Q3: 18,648 shares; 2025Q4: 18,675 shares; 2026Q1: 18,496 shares 18,496$536K0.03%-179Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,444 shares; 2024Q3: 23,444 shares; 2024Q4: 20,915 shares; 2025Q1: 20,915 shares; 2025Q2: 15,718 shares; 2025Q3: 14,340 shares; 2025Q4: 13,166 shares; 2026Q1: 13,166 shares 13,166$531K0.03%0Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,130 shares; 2024Q3: 12,154 shares; 2024Q4: 12,172 shares; 2025Q1: 12,189 shares; 2025Q2: 12,199 shares; 2025Q3: 12,217 shares; 2025Q4: 12,255 shares; 2026Q1: 12,282 shares 12,282$514K0.03%+27Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,121 shares; 2024Q3: 13,183 shares; 2024Q4: 13,231 shares; 2025Q1: 16,408 shares; 2025Q2: 16,235 shares; 2025Q3: 16,286 shares; 2025Q4: 15,349 shares; 2026Q1: 15,269 shares 15,269$512K0.03%-80Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,204 shares; 2024Q3: 12,204 shares; 2024Q4: 12,204 shares; 2025Q1: 12,204 shares; 2025Q2: 12,204 shares; 2025Q3: 12,204 shares; 2025Q4: 11,083 shares; 2026Q1: 11,083 shares 11,083$511K0.03%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,210 shares; 2024Q3: 3,975 shares; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares 3,975$503K0.03%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,754 shares; 2024Q3: 1,755 shares; 2024Q4: 1,755 shares; 2025Q1: 1,623 shares; 2025Q2: 2,623 shares; 2025Q3: 1,629 shares; 2025Q4: 1,596 shares; 2026Q1: 1,522 shares 1,522$501K0.03%-74Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,927 shares; 2024Q3: 11,908 shares; 2024Q4: 12,075 shares; 2025Q1: 11,647 shares; 2025Q2: 16,909 shares; 2025Q3: 11,190 shares; 2025Q4: 20,015 shares; 2026Q1: 11,257 shares 11,257$500K0.03%-8,758Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,366 shares; 2024Q3: 9,406 shares; 2024Q4: 9,455 shares; 2025Q1: 9,492 shares; 2025Q2: 9,533 shares; 2025Q3: 9,553 shares; 2025Q4: 9,574 shares; 2026Q1: 9,588 shares 9,588$499K0.03%+14Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,081 shares; 2024Q3: 9,133 shares; 2024Q4: 9,189 shares; 2025Q1: 9,202 shares; 2025Q2: 9,265 shares; 2025Q3: 9,317 shares; 2025Q4: 9,385 shares; 2026Q1: 9,432 shares 9,432$496K0.03%+47Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,063 shares; 2024Q3: 2,063 shares; 2024Q4: 2,992 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares; 2026Q1: 3,783 shares 3,783$491K0.03%0Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,612 shares; 2024Q3: 30,612 shares; 2024Q4: 30,612 shares; 2025Q1: 30,612 shares; 2025Q2: 30,612 shares; 2025Q3: 30,612 shares; 2025Q4: 30,612 shares; 2026Q1: 30,612 shares 30,612$487K0.03%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,193 shares; 2024Q4: 1,684 shares; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 3,066 shares; 2025Q4: 2,983 shares; 2026Q1: 2,992 shares 2,992$478K0.03%+9Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,445 shares; 2024Q3: 2,461 shares; 2024Q4: 2,469 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,490 shares; 2025Q4: 2,580 shares; 2026Q1: 2,588 shares 2,588$477K0.03%+8Timeline
ICOPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000$476K0.03%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,478 shares; 2024Q3: 3,889 shares; 2024Q4: 3,889 shares; 2025Q1: 3,579 shares; 2025Q2: 3,289 shares; 2025Q3: 2,419 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares 2,389$476K0.03%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,218 shares; 2025Q3: 2,757 shares; 2025Q4: 3,021 shares; 2026Q1: 3,169 shares 3,169$464K0.02%+148Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares; 2026Q1: 2,599 shares 2,599$457K0.02%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,964 shares; 2024Q3: 5,132 shares; 2024Q4: 4,964 shares; 2025Q1: 4,092 shares; 2025Q2: 3,592 shares; 2025Q3: 3,525 shares; 2025Q4: 3,571 shares; 2026Q1: 3,525 shares 3,525$454K0.02%-46Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,125 shares; 2024Q3: 4,391 shares; 2024Q4: 3,284 shares; 2025Q1: 3,499 shares; 2025Q2: 3,657 shares; 2025Q3: 3,813 shares; 2025Q4: 3,757 shares; 2026Q1: 3,773 shares 3,773$454K0.02%+16Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 848 shares; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 954 shares; 2025Q4: 4,133 shares; 2026Q1: 4,337 shares 4,337$453K0.02%+204Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,804 shares; 2024Q3: 13,794 shares; 2024Q4: 14,055 shares; 2025Q1: 14,055 shares; 2025Q2: 14,066 shares; 2025Q3: 14,066 shares; 2025Q4: 14,245 shares; 2026Q1: 13,602 shares 13,602$448K0.02%-643Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,909 shares; 2024Q3: 8,464 shares; 2024Q4: 8,464 shares; 2025Q1: 8,464 shares; 2025Q2: 8,464 shares; 2025Q3: 8,464 shares; 2025Q4: 8,464 shares; 2026Q1: 8,464 shares 8,464$435K0.02%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,024 shares; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 952 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,160 shares; 2026Q1: 1,133 shares 1,133$434K0.02%-27Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,786 shares; 2024Q3: 14,485 shares; 2024Q4: 13,280 shares; 2025Q1: 11,510 shares; 2025Q2: 11,510 shares; 2025Q3: 11,526 shares; 2025Q4: 11,526 shares; 2026Q1: 9,826 shares 9,826$434K0.02%-1,700Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,572 shares; 2025Q4: 5,572 shares; 2026Q1: 5,572 shares 5,572$419K0.02%0Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$414K0.02%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,075 shares; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,014 shares; 2025Q2: 5,564 shares; 2025Q3: 4,064 shares; 2025Q4: 4,114 shares; 2026Q1: 4,028 shares 4,028$414K0.02%-86Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares 4,740$411K0.02%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,466 shares; 2025Q1: 7,680 shares; 2025Q2: 9,755 shares; 2025Q3: 11,465 shares; 2025Q4: 12,587 shares; 2026Q1: 10,592 shares 10,592$407K0.02%-1,995Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,395 shares; 2024Q3: 4,324 shares; 2024Q4: 4,335 shares; 2025Q1: 4,047 shares; 2025Q2: 4,059 shares; 2025Q3: 4,219 shares; 2025Q4: 4,282 shares; 2026Q1: 4,159 shares 4,159$386K0.02%-123Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,661 shares; 2024Q3: 3,667 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,685 shares; 2025Q3: 3,694 shares; 2025Q4: 3,714 shares; 2026Q1: 3,486 shares 3,486$385K0.02%-228Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,358 shares; 2024Q3: 14,394 shares; 2024Q4: 14,912 shares; 2025Q1: 10,872 shares; 2025Q2: 14,780 shares; 2025Q3: 13,172 shares; 2025Q4: 13,025 shares; 2026Q1: 13,677 shares 13,677$384K0.02%+652Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,428 shares; 2024Q3: 3,428 shares; 2024Q4: 3,428 shares; 2025Q1: 3,428 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,482 shares; 2026Q1: 3,431 shares 3,431$382K0.02%-51Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150$380K0.02%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,500 shares; 2025Q2: 2,306 shares; 2025Q3: 2,325 shares; 2025Q4: 4,048 shares; 2026Q1: 3,562 shares 3,562$378K0.02%-486Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 648 shares; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 797 shares; 2025Q2: 1,065 shares; 2025Q3: 891 shares; 2025Q4: 1,909 shares; 2026Q1: 1,392 shares 1,392$377K0.02%-517Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,379 shares; 2024Q3: 6,671 shares; 2024Q4: 6,379 shares; 2025Q1: 6,418 shares; 2025Q2: 6,471 shares; 2025Q3: 6,479 shares; 2025Q4: 6,413 shares; 2026Q1: 7,408 shares 7,408$376K0.02%+995Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414$371K0.02%0Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,217 shares; 2024Q3: 5,217 shares; 2024Q4: 5,217 shares; 2025Q1: 5,217 shares; 2025Q2: 5,217 shares; 2025Q3: 5,217 shares; 2025Q4: 5,217 shares; 2026Q1: 5,217 shares 5,217$367K0.02%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,525 shares; 2024Q3: 3,532 shares; 2024Q4: 3,339 shares; 2025Q1: 3,345 shares; 2025Q2: 3,401 shares; 2025Q3: 3,408 shares; 2025Q4: 6,835 shares; 2026Q1: 5,972 shares 5,972$366K0.02%-863Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 9,700 shares; 2024Q4: 9,831 shares; 2025Q1: 9,831 shares; 2025Q2: 8,231 shares; 2025Q3: 8,371 shares; 2025Q4: 8,522 shares; 2026Q1: 8,522 shares 8,522$362K0.02%0Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,016 shares; 2024Q3: 5,016 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,039 shares; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 6,758 shares 6,758$360K0.02%+1,742Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,738 shares; 2026Q1: 9,738 shares 9,738$358K0.02%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,839 shares; 2024Q3: 1,841 shares; 2024Q4: 1,843 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,467 shares; 2025Q4: 1,200 shares; 2026Q1: 1,180 shares 1,180$357K0.02%-20Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,413 shares; 2025Q1: 2,668 shares; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668$352K0.02%0Timeline
ESNTESSENT GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,934 shares; 2024Q3: 5,934 shares; 2024Q4: 5,934 shares; 2025Q1: 5,934 shares; 2025Q2: 5,934 shares; 2025Q3: 5,934 shares; 2025Q4: 5,934 shares; 2026Q1: 5,934 shares 5,934$347K0.02%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,933 shares; 2024Q3: 7,045 shares; 2024Q4: 6,451 shares; 2025Q1: 10,942 shares; 2025Q2: 9,535 shares; 2025Q3: not reported; 2025Q4: 3,888 shares; 2026Q1: 5,899 shares 5,899$345K0.02%+2,011Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,656 shares; 2024Q3: 7,679 shares; 2024Q4: 7,701 shares; 2025Q1: 6,366 shares; 2025Q2: 6,341 shares; 2025Q3: 6,362 shares; 2025Q4: 5,207 shares; 2026Q1: 5,216 shares 5,216$344K0.02%+9Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,806 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,176 shares; 2025Q4: 1,195 shares; 2026Q1: 1,176 shares 1,176$342K0.02%-19Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,306 shares; 2024Q3: 6,306 shares; 2024Q4: 6,306 shares; 2025Q1: 6,306 shares; 2025Q2: 6,306 shares; 2025Q3: 6,306 shares; 2025Q4: 6,306 shares; 2026Q1: 6,306 shares 6,306$341K0.02%0Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,113 shares; 2025Q4: 6,113 shares; 2026Q1: 7,073 shares 7,073$330K0.02%+960Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,752 shares; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,604 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 3,313 shares 3,313$324K0.02%+709Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,800 shares; 2024Q3: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,844 shares; 2025Q4: 4,978 shares; 2026Q1: 4,978 shares 4,978$322K0.02%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,124 shares; 2024Q3: 3,133 shares; 2024Q4: 3,142 shares; 2025Q1: 3,152 shares; 2025Q2: 3,161 shares; 2025Q3: 3,171 shares; 2025Q4: 6,383 shares; 2026Q1: 6,345 shares 6,345$317K0.02%-38Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,016 shares; 2024Q3: 5,693 shares; 2024Q4: 5,203 shares; 2025Q1: 6,171 shares; 2025Q2: 9,310 shares; 2025Q3: 6,153 shares; 2025Q4: 6,290 shares; 2026Q1: 6,300 shares 6,300$316K0.02%+10Timeline
BBNXBETA BIONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,772 shares; 2025Q2: 38,772 shares; 2025Q3: 33,772 shares; 2025Q4: 31,272 shares; 2026Q1: 31,272 shares 31,272$313K0.02%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,345 shares; 2024Q3: 12,943 shares; 2024Q4: 12,943 shares; 2025Q1: 12,943 shares; 2025Q2: 12,943 shares; 2025Q3: 12,943 shares; 2025Q4: 12,943 shares; 2026Q1: 12,943 shares 12,943$312K0.02%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,746 shares; 2024Q3: 6,393 shares; 2024Q4: 6,539 shares; 2025Q1: 6,158 shares; 2025Q2: 16,324 shares; 2025Q3: 26,251 shares; 2025Q4: 7,180 shares; 2026Q1: 6,434 shares 6,434$309K0.02%-746Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,746 shares; 2025Q1: 5,790 shares; 2025Q2: 5,862 shares; 2025Q3: 5,935 shares; 2025Q4: 5,990 shares; 2026Q1: 6,029 shares 6,029$307K0.02%+39Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000$304K0.02%0Timeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,021 shares; 2024Q3: 6,021 shares; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 6,021 shares; 2025Q3: 6,021 shares; 2025Q4: 6,021 shares; 2026Q1: 6,021 shares 6,021$300K0.02%0Timeline
AVSDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,950 shares; 2024Q3: 3,950 shares; 2024Q4: 4,004 shares; 2025Q1: 4,004 shares; 2025Q2: 4,073 shares; 2025Q3: 4,073 shares; 2025Q4: 4,073 shares; 2026Q1: 4,077 shares 4,077$300K0.02%+4Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,648 shares; 2024Q3: 5,648 shares; 2024Q4: 5,648 shares; 2025Q1: 5,648 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares; 2025Q4: 5,648 shares; 2026Q1: 5,648 shares 5,648$299K0.02%0Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251$299K0.02%0
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,729 shares; 2024Q3: 3,847 shares; 2024Q4: 11,553 shares; 2025Q1: 11,298 shares; 2025Q2: 11,307 shares; 2025Q3: 11,316 shares; 2025Q4: 11,030 shares; 2026Q1: 9,770 shares 9,770$298K0.02%-1,260Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,100 shares; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100$296K0.02%0Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,545 shares; 2024Q3: 6,546 shares; 2024Q4: 6,547 shares; 2025Q1: 6,467 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 6,467 shares; 2026Q1: 6,467 shares 6,467$296K0.02%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 829 shares; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 828 shares 828$295K0.02%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 957 shares; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 857 shares; 2025Q2: 1,587 shares; 2025Q3: 887 shares; 2025Q4: 878 shares; 2026Q1: 857 shares 857$294K0.02%-21Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 795 shares; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 435 shares; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591$290K0.02%0Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$289K0.02%0
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,073 shares; 2024Q3: 5,126 shares; 2024Q4: 5,214 shares; 2025Q1: 5,251 shares; 2025Q2: 5,298 shares; 2025Q3: 5,353 shares; 2025Q4: 5,435 shares; 2026Q1: 5,476 shares 5,476$288K0.02%+41Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,249 shares; 2025Q4: 2,449 shares; 2026Q1: 2,628 shares 2,628$284K0.02%+179Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,341 shares; 2024Q3: 5,391 shares; 2024Q4: 10,914 shares; 2025Q1: 10,988 shares; 2025Q2: 11,095 shares; 2025Q3: 11,203 shares; 2025Q4: 11,345 shares; 2026Q1: 11,418 shares 11,418$284K0.02%+73Timeline
CETCENTRAL SECS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,576 shares; 2024Q3: 5,653 shares; 2024Q4: 5,653 shares; 2025Q1: 5,653 shares; 2025Q2: 5,653 shares; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653$281K0.02%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 784 shares; 2024Q3: 785 shares; 2024Q4: 1,069 shares; 2025Q1: 1,082 shares; 2025Q2: 1,043 shares; 2025Q3: 1,061 shares; 2025Q4: 1,064 shares; 2026Q1: 1,020 shares 1,020$278K0.01%-44Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares 1,176$278K0.01%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,534 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,401 shares; 2026Q1: 1,334 shares 1,334$278K0.01%-67Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,316 shares; 2024Q3: 3,818 shares; 2024Q4: 3,718 shares; 2025Q1: 2,931 shares; 2025Q2: 2,941 shares; 2025Q3: 2,866 shares; 2025Q4: 2,866 shares; 2026Q1: 2,869 shares 2,869$276K0.01%+3Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,106 shares; 2025Q2: 3,349 shares; 2025Q3: 3,400 shares; 2025Q4: 3,411 shares; 2026Q1: 3,421 shares 3,421$276K0.01%+10Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares; 2026Q1: 5,208 shares 5,208$275K0.01%0Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,350 shares; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,350 shares 7,350$272K0.01%0Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,839 shares; 2025Q4: 6,258 shares; 2026Q1: 6,387 shares 6,387$272K0.01%+129Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 593 shares; 2024Q4: 474 shares; 2025Q1: 476 shares; 2025Q2: 478 shares; 2025Q3: 491 shares; 2025Q4: 481 shares; 2026Q1: 482 shares 482$272K0.01%+1Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares 2,462$270K0.01%0Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,565 shares; 2025Q4: 9,565 shares; 2026Q1: 9,565 shares 9,565$270K0.01%0Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,455 shares; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares; 2026Q1: 4,455 shares 4,455$268K0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,779 shares; 2025Q2: 2,779 shares; 2025Q3: 2,779 shares; 2025Q4: 2,779 shares; 2026Q1: 2,779 shares 2,779$268K0.01%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,406 shares; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716$265K0.01%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 1,040 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041$264K0.01%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 2,004 shares 2,004$263K0.01%+9Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067$260K0.01%0Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,689 shares; 2025Q1: 5,717 shares; 2025Q2: 5,758 shares; 2025Q3: 5,825 shares; 2025Q4: 5,875 shares; 2026Q1: 5,879 shares 5,879$259K0.01%+4Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,143 shares; 2024Q3: 9,147 shares; 2024Q4: 9,152 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares 2,968$253K0.01%0Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,672 shares; 2026Q1: 4,696 shares 4,696$249K0.01%+24Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,200 shares; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,261 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200$249K0.01%0Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,459 shares; 2025Q2: not reported; 2025Q3: 5,776 shares; 2025Q4: 5,779 shares; 2026Q1: 5,780 shares 5,780$246K0.01%+1Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,727 shares; 2025Q3: 3,106 shares; 2025Q4: 4,741 shares; 2026Q1: 6,000 shares 6,000$243K0.01%+1,259Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494$240K0.01%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829$238K0.01%0Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$236K0.01%0Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300$233K0.01%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 505 shares 505$233K0.01%+2Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,082 shares; 2026Q1: 3,082 shares 3,082$233K0.01%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,056 shares; 2024Q3: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 2,241 shares; 2025Q2: 2,241 shares; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares 2,241$232K0.01%0Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,688 shares; 2024Q3: 15,699 shares; 2024Q4: 31,564 shares; 2025Q1: 31,421 shares; 2025Q2: 31,431 shares; 2025Q3: 31,442 shares; 2025Q4: 32,428 shares; 2026Q1: 7,209 shares 7,209$226K0.01%-25,219Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,438 shares; 2025Q4: 4,488 shares; 2026Q1: 4,538 shares 4,538$225K0.01%+50Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 300 shares; 2024Q3: 3,000 shares; 2024Q4: 2,642 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares 1,803$225K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,089 shares 3,089$225K0.01%newTimeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$225K0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,560 shares; 2024Q3: 7,560 shares; 2024Q4: 9,060 shares; 2025Q1: 6,700 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 4,400 shares; 2026Q1: 3,800 shares 3,800$223K0.01%-600Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,346 shares; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 820 shares; 2025Q2: 921 shares; 2025Q3: 896 shares; 2025Q4: 1,147 shares; 2026Q1: 1,173 shares 1,173$219K0.01%+26Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,196 shares; 2026Q1: 1,180 shares 1,180$214K0.01%-16Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares 1,662$213K0.01%0Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,860 shares; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,700 shares 2,700$210K0.01%-61Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 121 shares 121$209K0.01%+1Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 396 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246$208K0.01%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,119 shares; 2025Q3: 5,119 shares; 2025Q4: 5,245 shares; 2026Q1: 4,425 shares 4,425$207K0.01%-820Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200$206K0.01%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234 shares 234$204K0.01%newTimeline
NRKNUVEEN NY AMT FREEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,974 shares 19,974$204K0.01%newTimeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,800 shares 2,800$204K0.01%newTimeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 991 shares 991$203K0.01%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,253 shares 1,253$201K0.01%+163Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 18,750 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 7,500 shares 7,500$201K0.01%-7,500Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,472 shares; 2025Q2: 10,807 shares; 2025Q3: 11,421 shares; 2025Q4: 11,948 shares; 2026Q1: 12,209 shares 12,209$177K0.01%+261Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,500 shares; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500$143K0.01%0Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,084 shares; 2024Q3: 12,084 shares; 2024Q4: 12,084 shares; 2025Q1: 11,084 shares; 2025Q2: 11,084 shares; 2025Q3: 12,739 shares; 2025Q4: 11,146 shares; 2026Q1: 12,315 shares 12,315$132K0.01%+1,169Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,771 shares; 2024Q3: 10,853 shares; 2024Q4: 10,923 shares; 2025Q1: 10,990 shares; 2025Q2: 11,064 shares; 2025Q3: 11,135 shares; 2025Q4: 11,237 shares; 2026Q1: 11,329 shares 11,329$125K0.01%+92Timeline
FTMUPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,472 shares; 2026Q1: 13,558 shares 13,558$106K0.01%+86Timeline
RWTREDWOOD TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,000 shares; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000$78.5K<0.01%0Timeline
BARKBARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,000 shares; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$5.07K<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IYRISHARES TR18,419$1.73Mshares
GNMAISHARES TR21,360$951Kshares
ADPAUTOMATIC DATA PROCESSING IN1,511$389Kshares
WELLWELLTOWER INC2,010$373Kshares
BSCSINVESCO EXCH TRD SLF IDX FD17,677$364Kshares
PYPLPAYPAL HLDGS INC5,857$342Kshares
AVSFAMERICAN CENTY ETF TR6,215$293Kshares
BSJSINVESCO EXCH TRD SLF IDX FD12,452$274Kshares
IBHHISHARES TR11,556$274Kshares
IBDTISHARES TR10,729$273Kshares
VOTVANGUARD INDEX FDS934$261Kshares
QBTSD-WAVE QUANTUM INC9,484$248Kshares
BKNGBOOKING HOLDINGS INC45$241Kshares
MDBMONGODB INC537$225Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001626379-26-000002 base2026-04-08acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001626379-26-000002 Quarter ended 2026-03-312026-04-08acceptance time not in the bulk data set
13F-HR 0001626379-26-000001 Quarter ended 2025-12-312026-01-12acceptance time not in the bulk data set
13F-HR 0001085146-25-005927 Quarter ended 2025-09-302025-10-14acceptance time not in the bulk data set
13F-HR 0001085146-25-003862 Quarter ended 2025-06-302025-07-15acceptance time not in the bulk data set
13F-HR 0001085146-25-002223 Quarter ended 2025-03-312025-04-22acceptance time not in the bulk data set
13F-HR 0001085146-25-000238 Quarter ended 2024-12-312025-01-16acceptance time not in the bulk data set
13F-HR 0001085146-24-004669 Quarter ended 2024-09-302024-10-07acceptance time not in the bulk data set
13F-HR 0001085146-24-002926 Quarter ended 2024-06-302024-07-12acceptance time not in the bulk data set
13F-HR 0001085146-24-001772 Quarter ended 2024-03-312024-04-12acceptance time not in the bulk data set
13F-HR 0001085146-24-000292 Quarter ended 2023-12-312024-01-18acceptance time not in the bulk data set
13F-HR 0001085146-23-003796 Quarter ended 2023-09-302023-10-19acceptance time not in the bulk data set
13F-HR 0001085146-23-002610 Quarter ended 2023-06-302023-07-11acceptance time not in the bulk data set
13F-HR 0001085146-23-001660 Quarter ended 2023-03-312023-04-13acceptance time not in the bulk data set
13F-HR/A 0001085146-23-000375 Quarter ended 2022-12-312023-01-26acceptance time not in the bulk data set
13F-HR 0001085146-23-000095 Quarter ended 2022-12-312023-01-13acceptance time not in the bulk data set
13F-HR 0001085146-22-003339 Quarter ended 2022-09-302022-10-12acceptance time not in the bulk data set
13F-HR 0001085146-22-002379 Quarter ended 2022-06-302022-07-13acceptance time not in the bulk data set
13F-HR 0001085146-22-001346 Quarter ended 2022-03-312022-04-11acceptance time not in the bulk data set
13F-HR 0001085146-22-000207 Quarter ended 2021-12-312022-01-19acceptance time not in the bulk data set
13F-HR 0001085146-21-002747 Quarter ended 2021-09-302021-10-13acceptance time not in the bulk data set
13F-HR 0001085146-21-001972 Quarter ended 2021-06-302021-07-14acceptance time not in the bulk data set
13F-HR 0001085146-21-001287 Quarter ended 2021-03-312021-04-23acceptance time not in the bulk data set
13F-HR 0001085146-21-000214 Quarter ended 2020-12-312021-01-22acceptance time not in the bulk data set
13F-HR 0001085146-20-002485 Quarter ended 2020-09-302020-10-13acceptance time not in the bulk data set
13F-HR 0001085146-20-001767 Quarter ended 2020-06-302020-07-13acceptance time not in the bulk data set
13F-HR 0001085146-20-001214 Quarter ended 2020-03-312020-04-24acceptance time not in the bulk data set
13F-HR 0001085146-20-000120 Quarter ended 2019-12-312020-01-13acceptance time not in the bulk data set
13F-HR 0001085146-19-002514 Quarter ended 2019-09-302019-10-11acceptance time not in the bulk data set
13F-HR 0001085146-19-001844 Quarter ended 2019-06-302019-07-11acceptance time not in the bulk data set
13F-HR 0001085146-19-001113 Quarter ended 2019-03-312019-04-09acceptance time not in the bulk data set
13F-HR 0001085146-19-000169 Quarter ended 2018-12-312019-01-17acceptance time not in the bulk data set
13F-HR 0001085146-18-002274 Quarter ended 2018-09-302018-10-10acceptance time not in the bulk data set
13F-HR 0001085146-18-001677 Quarter ended 2018-06-302018-07-11acceptance time not in the bulk data set
13F-HR 0001085146-18-000983 Quarter ended 2018-03-312018-04-05acceptance time not in the bulk data set
13F-HR 0001085146-18-000332 Quarter ended 2017-12-312018-02-05acceptance time not in the bulk data set
13F-HR 0001085146-17-002411 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001085146-17-001461 Quarter ended 2017-06-302017-07-10acceptance time not in the bulk data set
13F-HR 0001085146-17-000987 Quarter ended 2017-03-312017-04-19acceptance time not in the bulk data set
13F-HR 0001085146-17-000981 Quarter ended 2014-09-302017-04-18acceptance time not in the bulk data set
13F-HR 0001085146-17-000980 Quarter ended 2014-06-302017-04-18acceptance time not in the bulk data set
13F-HR 0001085146-17-000979 Quarter ended 2014-03-312017-04-18acceptance time not in the bulk data set
13F-HR 0001085146-17-000974 Quarter ended 2013-12-312017-04-14acceptance time not in the bulk data set
13F-HR 0001085146-17-000411 Quarter ended 2016-12-312017-02-10acceptance time not in the bulk data set
13F-HR 0001085146-16-004511 Quarter ended 2016-09-302016-10-18acceptance time not in the bulk data set
13F-HR 0001085146-16-004004 Quarter ended 2016-06-302016-07-19acceptance time not in the bulk data set
13F-HR 0001085146-16-003624 Quarter ended 2016-03-312016-05-09acceptance time not in the bulk data set
13F-HR 0001085146-16-002686 Quarter ended 2015-12-312016-01-28acceptance time not in the bulk data set
13F-HR 0001085146-15-002176 Quarter ended 2015-09-302015-11-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001445 Quarter ended 2015-06-302015-07-13acceptance time not in the bulk data set
13F-HR/A 0001085146-15-001344 Quarter ended 2015-03-312015-05-19acceptance time not in the bulk data set
13F-HR 0001085146-15-001227 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001085146-15-000295 Quarter ended 2014-12-312015-02-09acceptance time not in the bulk data set