IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417,453 shares; 2024Q4: 1,444,515 shares; 2025Q1: 1,429,270 shares; 2025Q2: 1,463,000 shares; 2025Q3: 1,496,777 shares; 2025Q4: 1,593,436 shares; 2026Q1: 1,661,706 shares 1,661,706 $39.6M 5.66% +68,270 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789,966 shares; 2024Q4: 786,747 shares; 2025Q1: 778,309 shares; 2025Q2: 780,883 shares; 2025Q3: 778,902 shares; 2025Q4: 766,610 shares; 2026Q1: 741,581 shares 741,581 $27.5M 3.93% -25,029 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,934 shares; 2024Q4: 282,766 shares; 2025Q1: 273,759 shares; 2025Q2: 271,511 shares; 2025Q3: 262,888 shares; 2025Q4: 248,386 shares; 2026Q1: 233,729 shares 233,729 $20.6M 2.94% -14,657 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,767 shares; 2025Q4: 343,654 shares; 2026Q1: 392,844 shares 392,844 $20.4M 2.91% +49,190 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730,519 shares; 2025Q4: 783,865 shares; 2026Q1: 870,735 shares 870,735 $19.8M 2.82% +86,870 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,207 shares; 2024Q4: 623,068 shares; 2025Q1: 619,015 shares; 2025Q2: 616,831 shares; 2025Q3: 446,270 shares; 2025Q4: 441,252 shares; 2026Q1: 444,041 shares 444,041 $16.6M 2.37% +2,789 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 843,106 shares; 2025Q1: 857,413 shares; 2025Q2: 907,915 shares; 2025Q3: 543,545 shares; 2025Q4: 538,230 shares; 2026Q1: 545,800 shares 545,800 $15.8M 2.26% +7,570 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,487 shares; 2024Q4: 165,977 shares; 2025Q1: 146,234 shares; 2025Q2: 136,868 shares; 2025Q3: 121,226 shares; 2025Q4: 111,008 shares; 2026Q1: 106,779 shares 106,779 $15.6M 2.23% -4,229 Timeline HKD AMTD DIGITAL INC More: the full row for AMTD DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 67,921 shares 67,921 $13.5M 1.93% +51,921 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,926 shares; 2024Q4: 90,863 shares; 2025Q1: 90,855 shares; 2025Q2: 67,339 shares; 2025Q3: 67,448 shares; 2025Q4: 70,287 shares; 2026Q1: 74,104 shares 74,104 $12.9M 1.84% +3,817 Timeline GLDB ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,436 shares; 2026Q1: 504,058 shares 504,058 $11.9M 1.7% +1,622 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,142 shares; 2024Q4: 275,357 shares; 2025Q1: 254,304 shares; 2025Q2: 257,121 shares; 2025Q3: 241,802 shares; 2025Q4: 230,131 shares; 2026Q1: 232,849 shares 232,849 $11.1M 1.59% +2,718 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 4,506 shares; 2025Q1: 4,855 shares; 2025Q2: 5,362 shares; 2025Q3: 4,809 shares; 2025Q4: 4,824 shares; 2026Q1: 42,512 shares 42,512 $10.9M 1.56% +37,688 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,311 shares; 2025Q1: 7,542 shares; 2025Q2: not reported; 2025Q3: 7,116 shares; 2025Q4: not reported; 2026Q1: 13,723 shares 13,723 $9.38M 1.34% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,311 shares; 2024Q4: 495,902 shares; 2025Q1: 479,337 shares; 2025Q2: 483,546 shares; 2025Q3: 158,538 shares; 2025Q4: 145,729 shares; 2026Q1: 135,663 shares 135,663 $9.24M 1.32% -10,066 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,896 shares; 2024Q4: 12,878 shares; 2025Q1: 12,626 shares; 2025Q2: 13,013 shares; 2025Q3: 12,653 shares; 2025Q4: 12,633 shares; 2026Q1: 12,678 shares 12,678 $8.98M 1.28% +45 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,211 shares; 2024Q4: 65,086 shares; 2025Q1: 68,789 shares; 2025Q2: 85,825 shares; 2025Q3: 89,905 shares; 2025Q4: 102,239 shares; 2026Q1: 118,679 shares 118,679 $8.74M 1.25% +16,440 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,965 shares; 2024Q4: 193,826 shares; 2025Q1: 192,016 shares; 2025Q2: 190,299 shares; 2025Q3: 189,069 shares; 2025Q4: 185,344 shares; 2026Q1: 185,236 shares 185,236 $8.6M 1.23% -108 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,812 shares; 2024Q4: 45,762 shares; 2025Q1: 43,868 shares; 2025Q2: 42,541 shares; 2025Q3: 39,908 shares; 2025Q4: 39,732 shares; 2026Q1: 39,722 shares 39,722 $8.2M 1.17% -10 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,740 shares; 2024Q4: 185,818 shares; 2025Q1: 185,874 shares; 2025Q2: 186,107 shares; 2025Q3: 186,243 shares; 2025Q4: 182,510 shares; 2026Q1: 184,261 shares 184,261 $7.82M 1.12% +1,751 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,169 shares; 2025Q4: 30,976 shares; 2026Q1: 30,960 shares 30,960 $7.76M 1.11% -16 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,678 shares; 2026Q1: 375,718 shares 375,718 $7.74M 1.1% +141,040 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 14,323 shares; 2025Q1: 13,766 shares; 2025Q2: 14,429 shares; 2025Q3: 27,904 shares; 2025Q4: 29,274 shares; 2026Q1: 38,339 shares 38,339 $7.72M 1.1% +9,065 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,962 shares; 2025Q1: 2,029 shares; 2025Q2: 2,017 shares; 2025Q3: 2,213 shares; 2025Q4: 16,247 shares; 2026Q1: 23,946 shares 23,946 $7.7M 1.1% +7,699 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,990 shares; 2024Q4: 72,212 shares; 2025Q1: 67,424 shares; 2025Q2: 68,093 shares; 2025Q3: 64,341 shares; 2025Q4: 63,887 shares; 2026Q1: 63,447 shares 63,447 $7.53M 1.07% -440 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,294 shares; 2025Q1: 2,388 shares; 2025Q2: 2,436 shares; 2025Q3: 2,444 shares; 2025Q4: 2,285 shares; 2026Q1: 83,763 shares 83,763 $6.89M 0.98% +81,478 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,065 shares; 2025Q1: 55,860 shares; 2025Q2: 57,353 shares; 2025Q3: 54,951 shares; 2025Q4: 55,566 shares; 2026Q1: 56,139 shares 56,139 $6.89M 0.98% +573 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,855 shares; 2025Q4: 4,624 shares; 2026Q1: 13,118 shares 13,118 $6.83M 0.97% +8,494 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,930 shares; 2025Q1: 4,844 shares; 2025Q2: 5,211 shares; 2025Q3: 5,115 shares; 2025Q4: 5,156 shares; 2026Q1: 5,079 shares 5,079 $6.71M 0.96% -77 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,630 shares; 2025Q4: 92,450 shares; 2026Q1: 93,923 shares 93,923 $6.49M 0.93% +1,473 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 30,690 shares; 2025Q1: 35,381 shares; 2025Q2: 70,880 shares; 2025Q3: 68,799 shares; 2025Q4: 55,940 shares; 2026Q1: 63,835 shares 63,835 $6.43M 0.92% +7,895 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 132,492 shares 132,492 $6.42M 0.92% +131,119 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 14,763 shares; 2025Q1: 14,611 shares; 2025Q2: 15,388 shares; 2025Q3: 15,172 shares; 2025Q4: 15,762 shares; 2026Q1: 15,828 shares 15,828 $6.01M 0.86% +66 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 13,092 shares; 2025Q1: 14,664 shares; 2025Q2: 15,585 shares; 2025Q3: 15,753 shares; 2025Q4: 16,468 shares; 2026Q1: 18,605 shares 18,605 $5.97M 0.85% +2,137 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,942 shares; 2025Q4: 53,321 shares; 2026Q1: 52,502 shares 52,502 $5.7M 0.81% -819 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,976 shares; 2024Q4: 41,908 shares; 2025Q1: 47,169 shares; 2025Q2: 48,934 shares; 2025Q3: 49,374 shares; 2025Q4: 51,109 shares; 2026Q1: 54,238 shares 54,238 $5.31M 0.76% +3,129 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,070 shares; 2026Q1: 63,403 shares 63,403 $5.24M 0.75% +40,333 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,067 shares; 2025Q1: 1,960 shares; 2025Q2: 2,131 shares; 2025Q3: 2,210 shares; 2025Q4: 2,589 shares; 2026Q1: 11,232 shares 11,232 $5.08M 0.72% +8,643 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,949 shares; 2024Q4: 8,061 shares; 2025Q1: 7,762 shares; 2025Q2: 7,812 shares; 2025Q3: 7,573 shares; 2025Q4: 10,791 shares; 2026Q1: 27,054 shares 27,054 $5M 0.71% +16,263 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,024 shares; 2024Q4: 63,375 shares; 2025Q1: 62,486 shares; 2025Q2: 64,647 shares; 2025Q3: 63,524 shares; 2025Q4: 65,301 shares; 2026Q1: 66,276 shares 66,276 $5M 0.71% +975 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,369 shares; 2025Q4: 72,073 shares; 2026Q1: 74,113 shares 74,113 $4.97M 0.71% +2,040 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 33,403 shares; 2025Q1: 37,505 shares; 2025Q2: 38,834 shares; 2025Q3: 39,328 shares; 2025Q4: 40,665 shares; 2026Q1: 43,420 shares 43,420 $4.91M 0.7% +2,755 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 7,990 shares 7,990 $4.74M 0.68% +721 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,735 shares; 2025Q1: 154,632 shares; 2025Q2: 122,856 shares; 2025Q3: 132,553 shares; 2025Q4: 141,930 shares; 2026Q1: 153,225 shares 153,225 $4.71M 0.67% +11,295 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,480 shares 74,480 $4.71M 0.67% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,953 shares; 2025Q3: 17,883 shares; 2025Q4: 18,567 shares; 2026Q1: 19,711 shares 19,711 $4.68M 0.67% +1,144 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,843 shares; 2025Q4: 22,136 shares; 2026Q1: 22,157 shares 22,157 $4.43M 0.63% +21 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,447 shares; 2025Q1: 4,082 shares; 2025Q2: 4,539 shares; 2025Q3: 4,550 shares; 2025Q4: 4,922 shares; 2026Q1: 7,402 shares 7,402 $4.42M 0.63% +2,480 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,124 shares; 2024Q4: 29,347 shares; 2025Q1: 54,396 shares; 2025Q2: 54,282 shares; 2025Q3: 52,029 shares; 2025Q4: 60,532 shares; 2026Q1: 85,610 shares 85,610 $4.26M 0.61% +25,078 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,898 shares; 2025Q1: 4,784 shares; 2025Q2: 4,604 shares; 2025Q3: 4,603 shares; 2025Q4: 1,705 shares; 2026Q1: 4,146 shares 4,146 $4.13M 0.59% +2,441 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares; 2026Q1: 216,431 shares 216,431 $3.73M 0.53% +211,946 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,883 shares; 2025Q1: 1,873 shares; 2025Q2: 2,052 shares; 2025Q3: 2,265 shares; 2025Q4: 2,443 shares; 2026Q1: 6,608 shares 6,608 $3.64M 0.52% +4,165 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,600 shares; 2025Q1: 8,320 shares; 2025Q2: 8,579 shares; 2025Q3: 8,392 shares; 2025Q4: 5,841 shares; 2026Q1: 5,943 shares 5,943 $3.6M 0.51% +102 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,724 shares; 2026Q1: 74,254 shares 74,254 $3.58M 0.51% +6,530 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 22,807 shares; 2025Q1: 20,562 shares; 2025Q2: 17,353 shares; 2025Q3: 17,461 shares; 2025Q4: 18,866 shares; 2026Q1: 23,861 shares 23,861 $3.57M 0.51% +4,995 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 25,889 shares; 2025Q1: 24,107 shares; 2025Q2: 23,993 shares; 2025Q3: 20,250 shares; 2025Q4: 15,738 shares; 2026Q1: 116,345 shares 116,345 $3.57M 0.51% +100,607 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,645 shares; 2024Q4: 27,844 shares; 2025Q1: 27,183 shares; 2025Q2: 28,618 shares; 2025Q3: 27,970 shares; 2025Q4: 19,593 shares; 2026Q1: 18,240 shares 18,240 $3.56M 0.51% -1,353 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,693 shares; 2024Q4: 27,654 shares; 2025Q1: 26,203 shares; 2025Q2: 26,757 shares; 2025Q3: 26,072 shares; 2025Q4: 3,404 shares; 2026Q1: 5,760 shares 5,760 $3.53M 0.5% +2,356 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 22,348 shares; 2025Q1: 24,439 shares; 2025Q2: 23,246 shares; 2025Q3: 22,544 shares; 2025Q4: 20,439 shares; 2026Q1: 20,774 shares 20,774 $3.52M 0.5% +335 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 22,553 shares; 2025Q1: 25,641 shares; 2025Q2: 26,892 shares; 2025Q3: 27,836 shares; 2025Q4: 29,502 shares; 2026Q1: 31,262 shares 31,262 $3.45M 0.49% +1,760 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 1,377 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,314 shares; 2025Q4: 1,163 shares; 2026Q1: 35,949 shares 35,949 $3.37M 0.48% +34,786 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,474 shares; 2024Q4: 28,720 shares; 2025Q1: 26,644 shares; 2025Q2: 26,048 shares; 2025Q3: 30,337 shares; 2025Q4: 28,270 shares; 2026Q1: 61,132 shares 61,132 $3.32M 0.47% +32,862 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,353 shares; 2024Q4: 76,028 shares; 2025Q1: 72,482 shares; 2025Q2: 75,235 shares; 2025Q3: 73,358 shares; 2025Q4: 75,311 shares; 2026Q1: 62,184 shares 62,184 $3.07M 0.44% -13,127 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,908 shares; 2026Q1: 504,619 shares 504,619 $3M 0.43% +78,711 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,855 shares; 2024Q4: 54,758 shares; 2025Q1: 52,792 shares; 2025Q2: 59,391 shares; 2025Q3: 61,224 shares; 2025Q4: 36,992 shares; 2026Q1: 75,176 shares 75,176 $2.86M 0.41% +38,184 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,895 shares; 2025Q3: 46,253 shares; 2025Q4: 49,295 shares; 2026Q1: 52,130 shares 52,130 $2.86M 0.41% +2,835 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,242 shares; 2024Q4: 50,149 shares; 2025Q1: 58,543 shares; 2025Q2: 60,674 shares; 2025Q3: 64,693 shares; 2025Q4: 51,725 shares; 2026Q1: 55,724 shares 55,724 $2.81M 0.4% +3,999 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,513 shares; 2025Q1: 2,834 shares; 2025Q2: 3,217 shares; 2025Q3: 3,564 shares; 2025Q4: 4,705 shares; 2026Q1: 6,380 shares 6,380 $2.79M 0.4% +1,675 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,935 shares; 2025Q4: 19,066 shares; 2026Q1: 19,369 shares 19,369 $2.78M 0.4% +303 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 8,529 shares; 2025Q1: 7,959 shares; 2025Q2: 7,623 shares; 2025Q3: 7,884 shares; 2025Q4: 7,851 shares; 2026Q1: 7,421 shares 7,421 $2.75M 0.39% -430 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 10,589 shares; 2025Q1: 10,367 shares; 2025Q2: 9,531 shares; 2025Q3: 9,405 shares; 2025Q4: 9,438 shares; 2026Q1: 9,318 shares 9,318 $2.74M 0.39% -120 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 2,507 shares; 2025Q1: 3,297 shares; 2025Q2: 3,927 shares; 2025Q3: 3,913 shares; 2025Q4: 4,862 shares; 2026Q1: 14,305 shares 14,305 $2.69M 0.38% +9,443 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 2,823 shares; 2025Q1: 2,651 shares; 2025Q2: 2,649 shares; 2025Q3: 2,781 shares; 2025Q4: 14,698 shares; 2026Q1: 17,793 shares 17,793 $2.68M 0.38% +3,095 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,279 shares; 2026Q1: 22,450 shares 22,450 $2.66M 0.38% +171 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,564 shares; 2025Q1: 46,393 shares; 2025Q2: 46,442 shares; 2025Q3: 43,328 shares; 2025Q4: 51,623 shares; 2026Q1: 49,710 shares 49,710 $2.65M 0.38% -1,913 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,081 shares; 2024Q4: 14,911 shares; 2025Q1: 14,628 shares; 2025Q2: 14,953 shares; 2025Q3: 14,503 shares; 2025Q4: 15,108 shares; 2026Q1: 25,139 shares 25,139 $2.63M 0.37% +10,031 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,198 shares; 2026Q1: 4,628 shares 4,628 $2.54M 0.36% +430 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,341 shares; 2026Q1: 27,467 shares 27,467 $2.54M 0.36% +126 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,918 shares; 2025Q2: 57,402 shares; 2025Q3: 55,479 shares; 2025Q4: 52,358 shares; 2026Q1: 78,680 shares 78,680 $2.48M 0.35% +26,322 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 7,500 shares; 2025Q1: 7,469 shares; 2025Q2: 6,470 shares; 2025Q3: 6,163 shares; 2025Q4: 5,713 shares; 2026Q1: 8,241 shares 8,241 $2.45M 0.35% +2,528 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757,197 shares; 2024Q4: 772,654 shares; 2025Q1: 762,280 shares; 2025Q2: 785,517 shares; 2025Q3: 631,405 shares; 2025Q4: 237,118 shares; 2026Q1: 256,723 shares 256,723 $2.39M 0.34% +19,605 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,374 shares; 2026Q1: 165,712 shares 165,712 $2.38M 0.34% +10,338 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 4,132 shares; 2025Q1: 4,628 shares; 2025Q2: 5,527 shares; 2025Q3: 8,523 shares; 2025Q4: 10,644 shares; 2026Q1: 15,889 shares 15,889 $2.35M 0.34% +5,245 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,445 shares; 2025Q4: 19,077 shares; 2026Q1: 18,271 shares 18,271 $2.31M 0.33% -806 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 54,819 shares; 2025Q3: 49,774 shares; 2025Q4: 47,749 shares; 2026Q1: 46,317 shares 46,317 $2.25M 0.32% -1,432 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 12,209 shares; 2025Q1: 11,889 shares; 2025Q2: 11,793 shares; 2025Q3: 11,622 shares; 2025Q4: 33,095 shares; 2026Q1: 33,487 shares 33,487 $2.22M 0.32% +392 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 7,632 shares; 2025Q1: 6,198 shares; 2025Q2: 6,189 shares; 2025Q3: 6,219 shares; 2025Q4: 5,967 shares; 2026Q1: 7,435 shares 7,435 $2.2M 0.31% +1,468 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,331 shares; 2025Q1: 2,206 shares; 2025Q2: 2,174 shares; 2025Q3: 2,150 shares; 2025Q4: 1,872 shares; 2026Q1: 4,031 shares 4,031 $2.2M 0.31% +2,159 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,570 shares; 2026Q1: 19,901 shares 19,901 $2.06M 0.29% +2,331 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 15,654 shares; 2025Q1: 40,113 shares; 2025Q2: 40,101 shares; 2025Q3: 40,041 shares; 2025Q4: 37,604 shares; 2026Q1: 47,935 shares 47,935 $2M 0.29% +10,331 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,408 shares; 2025Q1: 47,454 shares; 2025Q2: 47,424 shares; 2025Q3: 47,385 shares; 2025Q4: 38,144 shares; 2026Q1: 37,978 shares 37,978 $1.91M 0.27% -166 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,030 shares 56,030 $1.9M 0.27% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,732 shares; 2024Q4: 20,512 shares; 2025Q1: 18,626 shares; 2025Q2: 18,604 shares; 2025Q3: 17,209 shares; 2025Q4: 16,701 shares; 2026Q1: 21,761 shares 21,761 $1.88M 0.27% +5,060 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,699 shares; 2025Q4: 44,809 shares; 2026Q1: 53,756 shares 53,756 $1.82M 0.26% +8,947 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,895 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 5,425 shares; 2025Q4: 4,846 shares; 2026Q1: 19,771 shares 19,771 $1.78M 0.25% +14,925 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 8,847 shares; 2025Q1: 10,721 shares; 2025Q2: 13,999 shares; 2025Q3: 18,690 shares; 2025Q4: 24,939 shares; 2026Q1: 39,390 shares 39,390 $1.76M 0.25% +14,451 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 5,428 shares; 2025Q1: 6,297 shares; 2025Q2: 7,318 shares; 2025Q3: 10,053 shares; 2025Q4: 13,671 shares; 2026Q1: 22,310 shares 22,310 $1.76M 0.25% +8,639 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,716 shares; 2025Q3: 2,611 shares; 2025Q4: 2,597 shares; 2026Q1: 2,573 shares 2,573 $1.68M 0.24% -24 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,526 shares; 2025Q1: 4,644 shares; 2025Q2: 4,664 shares; 2025Q3: 4,756 shares; 2025Q4: 4,927 shares; 2026Q1: 14,152 shares 14,152 $1.58M 0.23% +9,225 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,847 shares; 2024Q4: 23,804 shares; 2025Q1: 23,107 shares; 2025Q2: 24,585 shares; 2025Q3: 24,334 shares; 2025Q4: 7,172 shares; 2026Q1: 7,899 shares 7,899 $1.56M 0.22% +727 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,402 shares; 2024Q4: 22,052 shares; 2025Q1: 21,566 shares; 2025Q2: 21,917 shares; 2025Q3: 21,607 shares; 2025Q4: 4,608 shares; 2026Q1: 10,712 shares 10,712 $1.51M 0.22% +6,104 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,125 shares; 2024Q4: 40,982 shares; 2025Q1: 39,952 shares; 2025Q2: 44,832 shares; 2025Q3: 64,729 shares; 2025Q4: 48,368 shares; 2026Q1: 48,103 shares 48,103 $1.5M 0.21% -265 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,434 shares; 2025Q1: 7,163 shares; 2025Q2: 8,030 shares; 2025Q3: 8,642 shares; 2025Q4: 17,909 shares; 2026Q1: 29,535 shares 29,535 $1.49M 0.21% +11,626 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,839 shares; 2025Q1: 3,698 shares; 2025Q2: 3,719 shares; 2025Q3: 3,577 shares; 2025Q4: 3,160 shares; 2026Q1: 4,408 shares 4,408 $1.47M 0.21% +1,248 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,864 shares 58,864 $1.35M 0.19% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,870 shares; 2025Q4: 11,439 shares; 2026Q1: 13,513 shares 13,513 $1.34M 0.19% +2,074 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 10,580 shares; 2025Q1: 11,012 shares; 2025Q2: 10,884 shares; 2025Q3: 10,523 shares; 2025Q4: 10,065 shares; 2026Q1: 10,653 shares 10,653 $1.32M 0.19% +588 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,774 shares; 2026Q1: 3,961 shares 3,961 $1.31M 0.19% +187 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,379 shares; 2026Q1: 7,348 shares 7,348 $1.27M 0.18% -31 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,432 shares; 2025Q1: 30,432 shares; 2025Q2: 30,266 shares; 2025Q3: 30,678 shares; 2025Q4: 42,376 shares; 2026Q1: 41,379 shares 41,379 $1.27M 0.18% -997 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 3,706 shares; 2025Q1: 4,257 shares; 2025Q2: 5,189 shares; 2025Q3: 5,558 shares; 2025Q4: 8,396 shares; 2026Q1: 13,582 shares 13,582 $1.2M 0.17% +5,186 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 8,796 shares; 2025Q1: 9,074 shares; 2025Q2: 7,911 shares; 2025Q3: 7,599 shares; 2025Q4: 7,193 shares; 2026Q1: 9,623 shares 9,623 $1.16M 0.17% +2,430 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 9,739 shares; 2025Q1: 9,618 shares; 2025Q2: 9,824 shares; 2025Q3: 9,180 shares; 2025Q4: 7,795 shares; 2026Q1: 8,013 shares 8,013 $1.16M 0.17% +218 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,046 shares; 2024Q4: 413,796 shares; 2025Q1: 409,977 shares; 2025Q2: 425,447 shares; 2025Q3: 33,638 shares; 2025Q4: 28,796 shares; 2026Q1: 36,545 shares 36,545 $1.15M 0.16% +7,749 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,833 shares; 2025Q1: 1,796 shares; 2025Q2: 1,258 shares; 2025Q3: 1,254 shares; 2025Q4: 1,186 shares; 2026Q1: 1,188 shares 1,188 $1.14M 0.16% +2 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,610 shares; 2025Q1: 9,680 shares; 2025Q2: 11,658 shares; 2025Q3: 14,610 shares; 2025Q4: 20,305 shares; 2026Q1: 28,647 shares 28,647 $1.13M 0.16% +8,342 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,412 shares; 2025Q2: 44,517 shares; 2025Q3: 39,584 shares; 2025Q4: 36,440 shares; 2026Q1: 33,545 shares 33,545 $1.13M 0.16% -2,895 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 6,731 shares; 2025Q1: 7,515 shares; 2025Q2: 9,022 shares; 2025Q3: 11,277 shares; 2025Q4: 14,884 shares; 2026Q1: 20,903 shares 20,903 $1.1M 0.16% +6,019 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,740 shares; 2025Q1: 2,714 shares; 2025Q2: 2,954 shares; 2025Q3: 3,318 shares; 2025Q4: 3,489 shares; 2026Q1: 3,810 shares 3,810 $1.1M 0.16% +321 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,978 shares; 2025Q1: 3,723 shares; 2025Q2: 3,752 shares; 2025Q3: 3,866 shares; 2025Q4: 3,784 shares; 2026Q1: 3,604 shares 3,604 $1.09M 0.16% -180 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,212 shares; 2025Q4: 54,621 shares; 2026Q1: 58,517 shares 58,517 $1.08M 0.15% +3,896 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,780 shares; 2025Q1: 2,854 shares; 2025Q2: 2,791 shares; 2025Q3: 3,182 shares; 2025Q4: 3,111 shares; 2026Q1: 8,273 shares 8,273 $1.06M 0.15% +5,162 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,627 shares; 2025Q2: 17,468 shares; 2025Q3: 12,480 shares; 2025Q4: 10,683 shares; 2026Q1: 18,969 shares 18,969 $1.06M 0.15% +8,286 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,767 shares; 2025Q2: 15,329 shares; 2025Q3: 14,846 shares; 2025Q4: 12,131 shares; 2026Q1: 11,375 shares 11,375 $1.04M 0.15% -756 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 7,967 shares; 2025Q1: 8,776 shares; 2025Q2: 2,798 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $1.02M 0.15% 0 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,183 shares; 2025Q1: 32,183 shares; 2025Q2: 32,183 shares; 2025Q3: 29,892 shares; 2025Q4: 36,346 shares; 2026Q1: 35,346 shares 35,346 $1.01M 0.14% -1,000 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,135 shares; 2026Q1: 20,603 shares 20,603 $987K 0.14% -532 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,592 shares; 2026Q1: 7,210 shares 7,210 $960K 0.14% +618 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 9,865 shares; 2025Q1: 9,900 shares; 2025Q2: 5,288 shares; 2025Q3: 5,741 shares; 2025Q4: 5,702 shares; 2026Q1: 2,831 shares 2,831 $957K 0.14% -2,871 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,290 shares; 2025Q1: 2,179 shares; 2025Q2: 2,171 shares; 2025Q3: 2,002 shares; 2025Q4: 1,939 shares; 2026Q1: 1,912 shares 1,912 $956K 0.14% -27 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 7,226 shares; 2025Q1: 8,230 shares; 2025Q2: 8,544 shares; 2025Q3: 8,836 shares; 2025Q4: 9,465 shares; 2026Q1: 10,079 shares 10,079 $953K 0.14% +614 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,445 shares; 2025Q1: 4,920 shares; 2025Q2: 4,443 shares; 2025Q3: 4,704 shares; 2025Q4: 4,532 shares; 2026Q1: 4,585 shares 4,585 $949K 0.14% +53 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,736 shares; 2025Q1: 7,642 shares; 2025Q2: 9,324 shares; 2025Q3: 11,815 shares; 2025Q4: 14,814 shares; 2026Q1: 22,637 shares 22,637 $946K 0.13% +7,823 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 3,630 shares; 2025Q1: 3,229 shares; 2025Q2: 3,274 shares; 2025Q3: 3,100 shares; 2025Q4: 2,979 shares; 2026Q1: 2,969 shares 2,969 $923K 0.13% -10 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 288 shares; 2025Q4: 901 shares; 2026Q1: 996 shares 996 $916K 0.13% +95 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,154 shares; 2024Q4: 27,295 shares; 2025Q1: 26,184 shares; 2025Q2: 27,827 shares; 2025Q3: 17,762 shares; 2025Q4: 16,648 shares; 2026Q1: 18,004 shares 18,004 $897K 0.13% +1,356 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,550 shares; 2026Q1: 9,550 shares 9,550 $896K 0.13% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 6,668 shares; 2025Q1: 7,250 shares; 2025Q2: 9,179 shares; 2025Q3: 11,864 shares; 2025Q4: 14,929 shares; 2026Q1: 16,478 shares 16,478 $890K 0.13% +1,549 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,216 shares; 2025Q1: 2,535 shares; 2025Q2: 3,003 shares; 2025Q3: 3,903 shares; 2025Q4: 5,041 shares; 2026Q1: 7,845 shares 7,845 $874K 0.12% +2,804 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 6,530 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,903 shares; 2026Q1: 6,903 shares 6,903 $861K 0.12% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,752 shares 4,752 $840K 0.12% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 868 shares; 2025Q4: 825 shares; 2026Q1: 3,233 shares 3,233 $837K 0.12% +2,408 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 2,131 shares; 2025Q1: 1,959 shares; 2025Q2: 2,938 shares; 2025Q3: 2,910 shares; 2025Q4: 3,425 shares; 2026Q1: 4,016 shares 4,016 $836K 0.12% +591 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,707 shares; 2025Q4: 17,741 shares; 2026Q1: 22,285 shares 22,285 $826K 0.12% +4,544 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,456 shares; 2024Q4: 42,573 shares; 2025Q1: 40,181 shares; 2025Q2: 45,123 shares; 2025Q3: 51,422 shares; 2025Q4: 30,895 shares; 2026Q1: 29,215 shares 29,215 $826K 0.12% -1,680 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,521 shares; 2025Q4: 16,120 shares; 2026Q1: 15,886 shares 15,886 $823K 0.12% -234 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574,910 shares; 2024Q4: 583,459 shares; 2025Q1: 572,821 shares; 2025Q2: 602,487 shares; 2025Q3: 43,563 shares; 2025Q4: 36,702 shares; 2026Q1: 46,745 shares 46,745 $810K 0.12% +10,043 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,658 shares; 2025Q2: 13,609 shares; 2025Q3: 13,173 shares; 2025Q4: 12,398 shares; 2026Q1: 17,176 shares 17,176 $792K 0.11% +4,778 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 9,649 shares; 2025Q1: 9,738 shares; 2025Q2: 9,738 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares; 2026Q1: 18,958 shares 18,958 $784K 0.11% +9,220 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,601 shares; 2025Q1: 11,383 shares; 2025Q2: 10,274 shares; 2025Q3: 9,535 shares; 2025Q4: 10,082 shares; 2026Q1: 10,206 shares 10,206 $776K 0.11% +124 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,444 shares; 2025Q1: 2,505 shares; 2025Q2: 2,573 shares; 2025Q3: 2,596 shares; 2025Q4: 2,624 shares; 2026Q1: 2,690 shares 2,690 $772K 0.11% +66 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,856 shares; 2025Q2: 5,793 shares; 2025Q3: 5,630 shares; 2025Q4: 5,689 shares; 2026Q1: 6,853 shares 6,853 $756K 0.11% +1,164 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: not reported; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,688 shares; 2025Q4: 4,711 shares; 2026Q1: 6,140 shares 6,140 $742K 0.11% +1,429 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,248 shares 4,248 $724K 0.1% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,198 shares; 2025Q2: 5,198 shares; 2025Q3: 5,090 shares; 2025Q4: 5,089 shares; 2026Q1: 7,972 shares 7,972 $694K 0.1% +2,883 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,795 shares; 2025Q1: 1,864 shares; 2025Q2: 1,890 shares; 2025Q3: 1,974 shares; 2025Q4: 2,024 shares; 2026Q1: 2,083 shares 2,083 $685K 0.1% +59 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,905 shares; 2025Q3: 25,259 shares; 2025Q4: 22,811 shares; 2026Q1: 18,729 shares 18,729 $679K 0.1% -4,082 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,111 shares; 2025Q3: not reported; 2025Q4: 11,948 shares; 2026Q1: 17,202 shares 17,202 $666K 0.1% +5,254 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,789 shares; 2024Q4: 6,899 shares; 2025Q1: 7,400 shares; 2025Q2: 7,055 shares; 2025Q3: 7,089 shares; 2025Q4: 8,074 shares; 2026Q1: 10,722 shares 10,722 $648K 0.09% +2,648 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 3,380 shares; 2025Q1: 3,645 shares; 2025Q2: 3,675 shares; 2025Q3: 6,472 shares; 2025Q4: 6,359 shares; 2026Q1: 8,581 shares 8,581 $646K 0.09% +2,222 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 15,763 shares; 2025Q1: 20,204 shares; 2025Q2: 24,402 shares; 2025Q3: 20,700 shares; 2025Q4: 29,545 shares; 2026Q1: 30,743 shares 30,743 $644K 0.09% +1,198 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 539 shares; 2025Q4: 577 shares; 2026Q1: 4,151 shares 4,151 $635K 0.09% +3,574 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,218 shares; 2024Q4: 14,621 shares; 2025Q1: 14,657 shares; 2025Q2: 11,530 shares; 2025Q3: 6,988 shares; 2025Q4: 6,657 shares; 2026Q1: 6,614 shares 6,614 $631K 0.09% -43 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 3,972 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 4,289 shares; 2025Q4: 4,183 shares; 2026Q1: 4,314 shares 4,314 $624K 0.09% +131 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares; 2025Q4: 12,232 shares; 2026Q1: 12,232 shares 12,232 $610K 0.09% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 8,084 shares; 2025Q1: 8,090 shares; 2025Q2: 8,096 shares; 2025Q3: 8,139 shares; 2025Q4: 8,177 shares; 2026Q1: 8,182 shares 8,182 $598K 0.09% +5 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664,067 shares; 2024Q4: 677,924 shares; 2025Q1: 674,185 shares; 2025Q2: 689,405 shares; 2025Q3: 35,485 shares; 2025Q4: 31,503 shares; 2026Q1: 31,639 shares 31,639 $592K 0.08% +136 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,600 shares; 2025Q2: 22,502 shares; 2025Q3: 20,001 shares; 2025Q4: 14,065 shares; 2026Q1: 20,848 shares 20,848 $586K 0.08% +6,783 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,658 shares; 2025Q1: 4,794 shares; 2025Q2: 4,875 shares; 2025Q3: 4,947 shares; 2025Q4: 4,965 shares; 2026Q1: 5,049 shares 5,049 $585K 0.08% +84 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,130 shares; 2026Q1: 21,444 shares 21,444 $578K 0.08% +6,314 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 4,004 shares 4,004 $570K 0.08% +50 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,482 shares; 2024Q4: 29,987 shares; 2025Q1: 16,053 shares; 2025Q2: 16,053 shares; 2025Q3: 18,341 shares; 2025Q4: 16,071 shares; 2026Q1: 14,787 shares 14,787 $568K 0.08% -1,284 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares; 2025Q3: 9,301 shares; 2025Q4: 10,371 shares; 2026Q1: 11,741 shares 11,741 $560K 0.08% +1,370 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,511 shares; 2025Q1: 8,595 shares; 2025Q2: 8,673 shares; 2025Q3: 8,600 shares; 2025Q4: 8,745 shares; 2026Q1: 10,672 shares 10,672 $551K 0.08% +1,927 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,302 shares; 2025Q1: 8,256 shares; 2025Q2: 8,261 shares; 2025Q3: 8,280 shares; 2025Q4: 8,286 shares; 2026Q1: 8,281 shares 8,281 $547K 0.08% -5 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 22,506 shares; 2025Q1: 22,439 shares; 2025Q2: 22,398 shares; 2025Q3: 22,328 shares; 2025Q4: 22,167 shares; 2026Q1: 21,795 shares 21,795 $547K 0.08% -372 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,735 shares; 2025Q4: 9,965 shares; 2026Q1: 11,334 shares 11,334 $532K 0.08% +1,369 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 14,863 shares; 2025Q1: 14,571 shares; 2025Q2: 14,320 shares; 2025Q3: 13,676 shares; 2025Q4: 13,615 shares; 2026Q1: 13,274 shares 13,274 $531K 0.08% -341 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,962 shares; 2024Q4: 7,419 shares; 2025Q1: 7,023 shares; 2025Q2: 7,316 shares; 2025Q3: 4,523 shares; 2025Q4: 4,290 shares; 2026Q1: 4,365 shares 4,365 $518K 0.07% +75 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,466 shares; 2025Q4: 8,615 shares; 2026Q1: 10,513 shares 10,513 $513K 0.07% +1,898 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,183 shares; 2024Q4: 14,043 shares; 2025Q1: 12,563 shares; 2025Q2: 12,103 shares; 2025Q3: 7,838 shares; 2025Q4: 5,501 shares; 2026Q1: 5,275 shares 5,275 $511K 0.07% -226 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,572 shares; 2025Q1: 8,579 shares; 2025Q2: 8,612 shares; 2025Q3: 5,837 shares; 2025Q4: 5,137 shares; 2026Q1: 3,516 shares 3,516 $510K 0.07% -1,621 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,161 shares; 2025Q4: 9,453 shares; 2026Q1: 9,237 shares 9,237 $505K 0.07% -216 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,709 shares; 2025Q1: 2,580 shares; 2025Q2: 2,592 shares; 2025Q3: 2,470 shares; 2025Q4: 2,281 shares; 2026Q1: 2,130 shares 2,130 $503K 0.07% -151 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 734 shares; 2025Q4: 765 shares; 2026Q1: 1,155 shares 1,155 $497K 0.07% +390 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,634 shares; 2024Q4: 10,930 shares; 2025Q1: 10,203 shares; 2025Q2: 10,308 shares; 2025Q3: 7,466 shares; 2025Q4: 8,145 shares; 2026Q1: 6,905 shares 6,905 $490K 0.07% -1,240 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 12,219 shares; 2025Q1: 11,566 shares; 2025Q2: 11,170 shares; 2025Q3: 10,844 shares; 2025Q4: 9,774 shares; 2026Q1: 9,013 shares 9,013 $481K 0.07% -761 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 30,904 shares; 2025Q1: 24,947 shares; 2025Q2: 26,456 shares; 2025Q3: 17,219 shares; 2025Q4: 9,054 shares; 2026Q1: 11,032 shares 11,032 $478K 0.07% +1,978 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,200 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,266 shares; 2025Q4: 1,316 shares; 2026Q1: 1,384 shares 1,384 $475K 0.07% +68 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,048 shares; 2025Q3: 10,179 shares; 2025Q4: 11,678 shares; 2026Q1: 11,347 shares 11,347 $464K 0.07% -331 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,592 shares; 2024Q4: 88,806 shares; 2025Q1: 87,598 shares; 2025Q2: 93,111 shares; 2025Q3: 49,545 shares; 2025Q4: 6,878 shares; 2026Q1: 7,736 shares 7,736 $455K 0.06% +858 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 12,248 shares; 2025Q1: 11,943 shares; 2025Q2: 11,663 shares; 2025Q3: 11,525 shares; 2025Q4: 10,934 shares; 2026Q1: 12,511 shares 12,511 $451K 0.06% +1,577 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,166 shares; 2025Q1: 5,168 shares; 2025Q2: 5,170 shares; 2025Q3: 5,181 shares; 2025Q4: 5,095 shares; 2026Q1: 4,914 shares 4,914 $450K 0.06% -181 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,921 shares; 2025Q1: 1,947 shares; 2025Q2: 1,938 shares; 2025Q3: 1,772 shares; 2025Q4: 1,487 shares; 2026Q1: 1,531 shares 1,531 $445K 0.06% +44 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,131 shares; 2025Q1: 4,942 shares; 2025Q2: 5,067 shares; 2025Q3: 5,011 shares; 2025Q4: 2,892 shares; 2026Q1: 2,729 shares 2,729 $443K 0.06% -163 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,665 shares 6,665 $442K 0.06% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 18,645 shares; 2025Q1: 17,486 shares; 2025Q2: 17,358 shares; 2025Q3: 11,828 shares; 2025Q4: 13,266 shares; 2026Q1: 11,324 shares 11,324 $441K 0.06% -1,942 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,916 shares; 2025Q4: 11,353 shares; 2026Q1: 12,974 shares 12,974 $435K 0.06% +1,621 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,272 shares; 2024Q4: 54,302 shares; 2025Q1: 48,643 shares; 2025Q2: 46,894 shares; 2025Q3: 27,773 shares; 2025Q4: 18,759 shares; 2026Q1: 18,147 shares 18,147 $421K 0.06% -612 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,805 shares; 2025Q1: 1,776 shares; 2025Q2: 1,802 shares; 2025Q3: 1,611 shares; 2025Q4: 1,935 shares; 2026Q1: 1,922 shares 1,922 $413K 0.06% -13 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 15,357 shares; 2025Q1: 14,635 shares; 2025Q2: 16,335 shares; 2025Q3: 16,642 shares; 2025Q4: 10,014 shares; 2026Q1: 9,745 shares 9,745 $408K 0.06% -269 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,801 shares; 2025Q4: 13,772 shares; 2026Q1: 13,548 shares 13,548 $405K 0.06% -224 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,060 shares; 2025Q1: 5,925 shares; 2025Q2: 5,905 shares; 2025Q3: 5,923 shares; 2025Q4: 5,798 shares; 2026Q1: 5,966 shares 5,966 $403K 0.06% +168 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,043 shares; 2025Q1: 4,875 shares; 2025Q2: 5,026 shares; 2025Q3: 5,405 shares; 2025Q4: 5,482 shares; 2026Q1: 4,527 shares 4,527 $392K 0.06% -955 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,221 shares; 2025Q3: 4,315 shares; 2025Q4: 4,183 shares; 2026Q1: 4,599 shares 4,599 $392K 0.06% +416 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 13,623 shares; 2025Q1: 12,408 shares; 2025Q2: 12,148 shares; 2025Q3: 11,838 shares; 2025Q4: 11,652 shares; 2026Q1: 7,543 shares 7,543 $379K 0.05% -4,109 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,212 shares; 2025Q4: 14,737 shares; 2026Q1: 14,062 shares 14,062 $377K 0.05% -675 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 9,953 shares; 2025Q1: 9,953 shares; 2025Q2: 3,947 shares; 2025Q3: 3,959 shares; 2025Q4: 3,951 shares; 2026Q1: 3,964 shares 3,964 $373K 0.05% +13 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,915 shares; 2026Q1: 14,415 shares 14,415 $370K 0.05% +2,500 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 525 shares; 2025Q1: 513 shares; 2025Q2: 508 shares; 2025Q3: 421 shares; 2025Q4: 446 shares; 2026Q1: 429 shares 429 $363K 0.05% -17 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,864 shares; 2025Q4: 9,310 shares; 2026Q1: 12,793 shares 12,793 $353K 0.05% +3,483 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 2,832 shares; 2025Q1: 2,709 shares; 2025Q2: 2,626 shares; 2025Q3: 1,907 shares; 2025Q4: 1,532 shares; 2026Q1: 1,275 shares 1,275 $345K 0.05% -257 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 574 shares; 2025Q3: 491 shares; 2025Q4: 482 shares; 2026Q1: 492 shares 492 $343K 0.05% +10 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares; 2026Q1: 2,513 shares 2,513 $334K 0.05% -5 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,196 shares; 2025Q4: 5,206 shares; 2026Q1: 5,677 shares 5,677 $332K 0.05% +471 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares 968 $331K 0.05% new Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,195 shares; 2025Q1: 29,424 shares; 2025Q2: 29,926 shares; 2025Q3: 25,137 shares; 2025Q4: 15,107 shares; 2026Q1: 14,969 shares 14,969 $325K 0.05% -138 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,720 shares; 2025Q2: 8,665 shares; 2025Q3: 8,146 shares; 2025Q4: 6,223 shares; 2026Q1: 7,851 shares 7,851 $315K 0.04% +1,628 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,123 shares; 2025Q3: 10,399 shares; 2025Q4: 9,591 shares; 2026Q1: 7,847 shares 7,847 $312K 0.04% -1,744 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,986 shares 3,986 $307K 0.04% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 549 shares; 2025Q3: 593 shares; 2025Q4: 703 shares; 2026Q1: 702 shares 702 $305K 0.04% -1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 19,349 shares; 2025Q1: 18,783 shares; 2025Q2: 19,208 shares; 2025Q3: 18,724 shares; 2025Q4: 19,419 shares; 2026Q1: 1,726 shares 1,726 $303K 0.04% -17,693 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 3,377 shares; 2026Q1: 3,795 shares 3,795 $301K 0.04% +418 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,848 shares 4,848 $300K 0.04% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,303 shares; 2025Q3: 2,404 shares; 2025Q4: 2,798 shares; 2026Q1: 2,864 shares 2,864 $297K 0.04% +66 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 3,244 shares 3,244 $294K 0.04% +120 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,197 shares; 2025Q1: 2,926 shares; 2025Q2: 1,614 shares; 2025Q3: 1,541 shares; 2025Q4: 1,437 shares; 2026Q1: 1,429 shares 1,429 $291K 0.04% -8 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 11,068 shares; 2025Q1: 8,997 shares; 2025Q2: 8,409 shares; 2025Q3: 8,415 shares; 2025Q4: 8,421 shares; 2026Q1: 8,414 shares 8,414 $290K 0.04% -7 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,181 shares; 2025Q1: 11,066 shares; 2025Q2: 11,370 shares; 2025Q3: 9,984 shares; 2025Q4: 5,917 shares; 2026Q1: 5,924 shares 5,924 $289K 0.04% +7 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: 9,891 shares; 2026Q1: 9,891 shares 9,891 $283K 0.04% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,220 shares 2,220 $282K 0.04% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,223 shares; 2025Q1: 1,226 shares; 2025Q2: 1,230 shares; 2025Q3: 1,024 shares; 2025Q4: 1,030 shares; 2026Q1: 1,034 shares 1,034 $282K 0.04% +4 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 797 shares; 2025Q3: 799 shares; 2025Q4: 801 shares; 2026Q1: 780 shares 780 $278K 0.04% -21 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,191 shares; 2025Q3: 5,514 shares; 2025Q4: 5,961 shares; 2026Q1: 4,643 shares 4,643 $276K 0.04% -1,318 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 815 shares; 2026Q1: 810 shares 810 $274K 0.04% -5 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,189 shares; 2024Q4: 176,189 shares; 2025Q1: 176,189 shares; 2025Q2: 162,000 shares; 2025Q3: 162,000 shares; 2025Q4: 162,000 shares; 2026Q1: 160,000 shares 160,000 $272K 0.04% -2,000 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,781 shares; 2025Q1: 19,287 shares; 2025Q2: 19,807 shares; 2025Q3: 18,319 shares; 2025Q4: 11,494 shares; 2026Q1: 12,328 shares 12,328 $268K 0.04% +834 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,972 shares; 2026Q1: 5,464 shares 5,464 $261K 0.04% -508 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,951 shares; 2025Q1: 17,283 shares; 2025Q2: 17,859 shares; 2025Q3: 15,169 shares; 2025Q4: 9,423 shares; 2026Q1: 10,130 shares 10,130 $259K 0.04% +707 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,301 shares; 2026Q1: 5,301 shares 5,301 $254K 0.04% 0 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,530 shares; 2024Q4: 185,283 shares; 2025Q1: 182,305 shares; 2025Q2: 190,439 shares; 2025Q3: 13,246 shares; 2025Q4: 9,172 shares; 2026Q1: 4,670 shares 4,670 $253K 0.04% -4,502 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,509 shares; 2025Q4: 1,635 shares; 2026Q1: 1,185 shares 1,185 $248K 0.04% -450 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares 2,194 $247K 0.04% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,112 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 4,139 shares; 2025Q4: 4,153 shares; 2026Q1: 3,905 shares 3,905 $246K 0.04% -248 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,520 shares; 2025Q1: 17,901 shares; 2025Q2: 18,154 shares; 2025Q3: 15,220 shares; 2025Q4: 9,058 shares; 2026Q1: 9,065 shares 9,065 $241K 0.03% +7 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: not reported; 2025Q4: 1,844 shares; 2026Q1: 1,998 shares 1,998 $237K 0.03% +154 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,685 shares; 2025Q2: 2,680 shares; 2025Q3: 2,630 shares; 2025Q4: 2,539 shares; 2026Q1: 2,491 shares 2,491 $236K 0.03% -48 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 5,561 shares; 2025Q2: 6,459 shares; 2025Q3: 6,459 shares; 2025Q4: 6,459 shares; 2026Q1: 5,229 shares 5,229 $235K 0.03% -1,230 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 2,735 shares; 2026Q1: 2,631 shares 2,631 $223K 0.03% -104 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,520 shares; 2025Q3: 1,602 shares; 2025Q4: 1,554 shares; 2026Q1: 1,594 shares 1,594 $217K 0.03% +40 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,772 shares 7,772 $213K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,486 shares 1,486 $213K 0.03% +22 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,273 shares; 2025Q1: 2,369 shares; 2025Q2: 2,354 shares; 2025Q3: 2,137 shares; 2025Q4: 1,895 shares; 2026Q1: 1,793 shares 1,793 $212K 0.03% -102 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,301 shares; 2026Q1: 1,134 shares 1,134 $212K 0.03% -167 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,726 shares; 2025Q1: 12,314 shares; 2025Q2: not reported; 2025Q3: 8,478 shares; 2025Q4: not reported; 2026Q1: 7,434 shares 7,434 $209K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,758 shares; 2025Q1: 2,585 shares; 2025Q2: 2,584 shares; 2025Q3: 2,273 shares; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $207K 0.03% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,956 shares; 2024Q4: 181,415 shares; 2025Q1: 183,819 shares; 2025Q2: 194,717 shares; 2025Q3: 2,783 shares; 2025Q4: 2,441 shares; 2026Q1: 1,879 shares 1,879 $206K 0.03% -562 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 8,681 shares; 2025Q1: 8,404 shares; 2025Q2: 8,363 shares; 2025Q3: 9,570 shares; 2025Q4: 8,514 shares; 2026Q1: 6,853 shares 6,853 $202K 0.03% -1,661 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,988 shares 3,988 $201K 0.03% new Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,853 shares; 2025Q4: 11,137 shares; 2026Q1: 11,282 shares 11,282 $135K 0.02% +145 Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,440 shares; 2025Q4: 11,690 shares; 2026Q1: 11,787 shares 11,787 $130K 0.02% +97 Timeline