AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,112 shares; 2025Q1: 40,159 shares; 2025Q2: 39,896 shares; 2025Q3: 39,820 shares; 2025Q4: 39,092 shares; 2026Q1: 38,035 shares; 2026Q2: 37,693 shares; 2026Q3: 37,425 shares 37,425 $12.5M 3.43% -268 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,665 shares; 2025Q1: 16,669 shares; 2025Q2: 16,710 shares; 2025Q3: 16,152 shares; 2025Q4: 15,676 shares; 2026Q1: 14,422 shares; 2026Q2: 13,961 shares; 2026Q3: 13,781 shares 13,781 $11.2M 3.08% -180 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; 2024Q4: 26,970 shares; 2025Q1: 26,909 shares; 2025Q2: 26,978 shares; 2025Q3: 26,774 shares; 2025Q4: 26,419 shares; 2026Q1: 22,625 shares; 2026Q2: 21,668 shares; 2026Q3: 21,360 shares 21,360 $10.9M 3.01% -308 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,612 shares; 2025Q1: 20,433 shares; 2025Q2: 20,027 shares; 2025Q3: 19,499 shares; 2025Q4: 19,031 shares; 2026Q1: 18,817 shares; 2026Q2: 18,807 shares; 2026Q3: 18,919 shares 18,919 $9.7M 2.67% +112 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,554 shares; 2025Q1: 29,205 shares; 2025Q2: 29,332 shares; 2025Q3: 26,581 shares; 2025Q4: 25,422 shares; 2026Q1: 21,343 shares; 2026Q2: 19,822 shares; 2026Q3: 19,645 shares 19,645 $8.96M 2.47% -177 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,279 shares; 2025Q1: 31,902 shares; 2025Q2: 31,701 shares; 2025Q3: 31,215 shares; 2025Q4: 30,132 shares; 2026Q1: 25,609 shares; 2026Q2: 24,953 shares; 2026Q3: 24,839 shares 24,839 $8.55M 2.35% -114 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,650 shares; 2025Q1: 17,754 shares; 2025Q2: 18,144 shares; 2025Q3: 18,025 shares; 2025Q4: 17,989 shares; 2026Q1: 15,588 shares; 2026Q2: 15,286 shares; 2026Q3: 15,022 shares 15,022 $8.54M 2.35% -264 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,281 shares; 2025Q1: 32,266 shares; 2025Q2: 32,295 shares; 2025Q3: 32,175 shares; 2025Q4: 31,898 shares; 2026Q1: 31,224 shares; 2026Q2: 31,020 shares; 2026Q3: 31,425 shares 31,425 $8.32M 2.29% +405 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,785 shares; 2025Q1: 8,105 shares; 2025Q2: 8,390 shares; 2025Q3: 9,165 shares; 2025Q4: 9,145 shares; 2026Q1: 8,773 shares; 2026Q2: 8,622 shares; 2026Q3: 8,714 shares 8,714 $8.28M 2.28% +92 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,425 shares; 2025Q1: 29,128 shares; 2025Q2: 27,667 shares; 2025Q3: 25,668 shares; 2025Q4: 25,516 shares; 2026Q1: 24,809 shares; 2026Q2: 24,668 shares; 2026Q3: 24,679 shares 24,679 $8.16M 2.25% +11 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; 2024Q4: 62,979 shares; 2025Q1: 150,550 shares; 2025Q2: 152,783 shares; 2025Q3: 149,957 shares; 2025Q4: 148,511 shares; 2026Q1: 141,756 shares; 2026Q2: 140,688 shares; 2026Q3: 140,534 shares 140,534 $7.85M 2.16% -154 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,915 shares; 2025Q1: 7,245 shares; 2025Q2: 7,216 shares; 2025Q3: 7,261 shares; 2025Q4: 7,202 shares; 2026Q1: 6,711 shares; 2026Q2: 6,758 shares; 2026Q3: 6,766 shares 6,766 $7.83M 2.16% +8 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,661 shares; 2025Q1: 81,555 shares; 2025Q2: 81,175 shares; 2025Q3: 81,470 shares; 2025Q4: 81,380 shares; 2026Q1: 81,255 shares; 2026Q2: 80,960 shares; 2026Q3: 79,917 shares 79,917 $6.88M 1.9% -1,043 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,222 shares; 2025Q1: 26,833 shares; 2025Q2: 26,490 shares; 2025Q3: 26,210 shares; 2025Q4: 26,234 shares; 2026Q1: 25,766 shares; 2026Q2: 26,000 shares; 2026Q3: 26,216 shares 26,216 $6.53M 1.8% +216 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,348 shares; 2025Q1: 17,110 shares; 2025Q2: 16,735 shares; 2025Q3: 16,802 shares; 2025Q4: 16,837 shares; 2026Q1: 16,930 shares; 2026Q2: 17,017 shares; 2026Q3: 17,260 shares 17,260 $6.2M 1.71% +243 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,126 shares; 2025Q1: 12,089 shares; 2025Q2: 13,090 shares; 2025Q3: 17,425 shares; 2025Q4: 17,409 shares; 2026Q1: 25,579 shares; 2026Q2: 25,681 shares; 2026Q3: 26,216 shares 26,216 $5.99M 1.65% +535 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,140 shares; 2025Q1: 64,166 shares; 2025Q2: 60,529 shares; 2025Q3: 60,235 shares; 2025Q4: 59,029 shares; 2026Q1: 57,999 shares; 2026Q2: 57,283 shares; 2026Q3: 57,238 shares 57,238 $5.95M 1.64% -45 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,410 shares; 2025Q1: 8,391 shares; 2025Q2: 8,548 shares; 2025Q3: 8,418 shares; 2025Q4: 8,428 shares; 2026Q1: 8,229 shares; 2026Q2: 8,155 shares; 2026Q3: 7,954 shares 7,954 $5.88M 1.62% -201 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,774 shares; 2025Q1: 49,633 shares; 2025Q2: 49,857 shares; 2025Q3: 50,169 shares; 2025Q4: 50,109 shares; 2026Q1: 50,079 shares; 2026Q2: 50,053 shares; 2026Q3: 50,990 shares 50,990 $5.81M 1.6% +937 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,963 shares; 2025Q1: 12,954 shares; 2025Q2: 12,986 shares; 2025Q3: 12,971 shares; 2025Q4: 12,942 shares; 2026Q1: 12,891 shares; 2026Q2: 12,818 shares; 2026Q3: 12,889 shares 12,889 $5.43M 1.5% +71 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,251 shares; 2025Q1: 23,285 shares; 2025Q2: 22,733 shares; 2025Q3: 22,303 shares; 2025Q4: 21,769 shares; 2026Q1: 21,625 shares; 2026Q2: 21,703 shares; 2026Q3: 22,041 shares 22,041 $5.39M 1.49% +338 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,848 shares; 2025Q1: 7,192 shares; 2025Q2: 7,383 shares; 2025Q3: 7,311 shares; 2025Q4: 7,347 shares; 2026Q1: 7,227 shares; 2026Q2: 7,196 shares; 2026Q3: 7,069 shares 7,069 $5.39M 1.49% -127 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 292,141 shares; 2025Q1: 293,911 shares; 2025Q2: 296,312 shares; 2025Q3: 296,989 shares; 2025Q4: 297,638 shares; 2026Q1: 305,096 shares; 2026Q2: 303,714 shares; 2026Q3: 307,425 shares 307,425 $5.24M 1.44% +3,711 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,311 shares; 2025Q1: 8,189 shares; 2025Q2: 7,872 shares; 2025Q3: 7,874 shares; 2025Q4: 7,894 shares; 2026Q1: 7,754 shares; 2026Q2: 7,691 shares; 2026Q3: 7,729 shares 7,729 $5.19M 1.43% +38 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,827 shares; 2025Q1: 35,096 shares; 2025Q2: 35,156 shares; 2025Q3: 35,329 shares; 2025Q4: 35,344 shares; 2026Q1: 35,188 shares; 2026Q2: 35,196 shares; 2026Q3: 35,486 shares 35,486 $5.16M 1.42% +290 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,083 shares; 2025Q1: 5,839 shares; 2025Q2: 5,645 shares; 2025Q3: 5,652 shares; 2025Q4: 5,644 shares; 2026Q1: 5,560 shares; 2026Q2: 5,540 shares; 2026Q3: 5,567 shares 5,567 $5.07M 1.4% +27 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,645 shares; 2025Q1: 20,909 shares; 2025Q2: 19,814 shares; 2025Q3: 19,901 shares; 2025Q4: 19,935 shares; 2026Q1: 19,960 shares; 2026Q2: 19,951 shares; 2026Q3: 20,035 shares 20,035 $4.57M 1.26% +84 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,827 shares; 2026Q2: 55,174 shares; 2026Q3: 107,706 shares 107,706 $4.55M 1.25% +52,532 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,724 shares; 2025Q1: 152,496 shares; 2025Q2: 155,219 shares; 2025Q3: 155,642 shares; 2025Q4: 156,828 shares; 2026Q1: 161,241 shares; 2026Q2: 160,653 shares; 2026Q3: 161,271 shares 161,271 $4.48M 1.24% +618 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,631 shares; 2025Q1: 17,528 shares; 2025Q2: 17,393 shares; 2025Q3: 17,101 shares; 2025Q4: 17,262 shares; 2026Q1: 14,703 shares; 2026Q2: 58,511 shares; 2026Q3: 57,116 shares 57,116 $4.48M 1.23% -1,395 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,276 shares; 2025Q1: 62,593 shares; 2025Q2: 63,393 shares; 2025Q3: 61,984 shares; 2025Q4: 62,787 shares; 2026Q1: 59,997 shares; 2026Q2: 59,888 shares; 2026Q3: 58,822 shares 58,822 $4.43M 1.22% -1,066 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,445 shares; 2025Q1: 8,537 shares; 2025Q2: 8,624 shares; 2025Q3: 8,665 shares; 2025Q4: 8,697 shares; 2026Q1: 8,592 shares; 2026Q2: 8,574 shares; 2026Q3: 8,639 shares 8,639 $4.4M 1.21% +65 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,033 shares; 2025Q1: 15,192 shares; 2025Q2: 15,271 shares; 2025Q3: 15,286 shares; 2025Q4: 15,327 shares; 2026Q1: 15,045 shares; 2026Q2: 15,085 shares; 2026Q3: 15,224 shares 15,224 $4.33M 1.19% +139 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,126 shares; 2025Q1: 23,209 shares; 2025Q2: 23,049 shares; 2025Q3: 22,950 shares; 2025Q4: 23,001 shares; 2026Q1: 22,794 shares; 2026Q2: 22,888 shares; 2026Q3: 23,191 shares 23,191 $4.27M 1.18% +303 Timeline BIV 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; 2024Q4: 54,556 shares; 2025Q1: 55,996 shares; 2025Q2: 56,009 shares; 2025Q3: 56,038 shares; 2025Q4: 56,269 shares; 2026Q1: 57,522 shares; 2026Q2: 57,046 shares; 2026Q3: 58,103 shares 58,103 $4.23M 1.17% +1,057 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,578 shares; 2025Q1: 27,653 shares; 2025Q2: 27,868 shares; 2025Q3: 28,097 shares; 2025Q4: 28,242 shares; 2026Q1: 28,341 shares; 2026Q2: 28,296 shares; 2026Q3: 28,929 shares 28,929 $4.2M 1.16% +633 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,010 shares; 2025Q1: 13,904 shares; 2025Q2: 13,800 shares; 2025Q3: 13,760 shares; 2025Q4: 13,572 shares; 2026Q1: 13,059 shares; 2026Q2: 13,132 shares; 2026Q3: 13,170 shares 13,170 $4.11M 1.13% +38 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,972 shares; 2025Q1: 32,875 shares; 2025Q2: 32,925 shares; 2025Q3: 32,910 shares; 2025Q4: 32,893 shares; 2026Q1: 32,878 shares; 2026Q2: 32,613 shares; 2026Q3: 32,518 shares 32,518 $3.5M 0.96% -95 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,238 shares; 2025Q1: 59,492 shares; 2025Q2: 59,953 shares; 2025Q3: 60,349 shares; 2025Q4: 60,530 shares; 2026Q1: 60,211 shares; 2026Q2: 60,758 shares; 2026Q3: 63,044 shares 63,044 $3.43M 0.95% +2,286 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,752 shares; 2025Q1: 31,368 shares; 2025Q2: 30,864 shares; 2025Q3: 25,389 shares; 2025Q4: 24,497 shares; 2026Q1: 24,440 shares; 2026Q2: 24,359 shares; 2026Q3: 24,702 shares 24,702 $3.39M 0.93% +343 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,946 shares; 2025Q1: 7,978 shares; 2025Q2: 8,077 shares; 2025Q3: 8,327 shares; 2025Q4: 8,404 shares; 2026Q1: 8,437 shares; 2026Q2: 8,439 shares; 2026Q3: 8,598 shares 8,598 $3.16M 0.87% +159 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,621 shares; 2025Q1: 14,644 shares; 2025Q2: 14,716 shares; 2025Q3: 14,811 shares; 2025Q4: 14,889 shares; 2026Q1: 15,058 shares; 2026Q2: 15,063 shares; 2026Q3: 15,305 shares 15,305 $3.12M 0.86% +242 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,338 shares; 2025Q1: 35,760 shares; 2025Q2: 35,364 shares; 2025Q3: 35,662 shares; 2025Q4: 35,728 shares; 2026Q1: 36,694 shares; 2026Q2: 36,742 shares; 2026Q3: 37,208 shares 37,208 $3.08M 0.85% +466 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,009 shares; 2025Q1: 67,779 shares; 2025Q2: 67,759 shares; 2025Q3: 67,684 shares; 2025Q4: 67,565 shares; 2026Q1: 67,235 shares; 2026Q2: 65,977 shares; 2026Q3: 65,914 shares 65,914 $3.07M 0.84% -63 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,831 shares; 2025Q1: 6,957 shares; 2025Q2: 7,159 shares; 2025Q3: 7,384 shares; 2025Q4: 7,439 shares; 2026Q1: 7,423 shares; 2026Q2: 7,435 shares; 2026Q3: 7,577 shares 7,577 $2.95M 0.81% +142 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,067 shares; 2025Q1: 6,076 shares; 2025Q2: 6,135 shares; 2025Q3: 6,120 shares; 2025Q4: 6,114 shares; 2026Q1: 6,019 shares; 2026Q2: 6,022 shares; 2026Q3: 6,089 shares 6,089 $2.94M 0.81% +67 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; 2024Q4: 9,085 shares; 2025Q1: 9,078 shares; 2025Q2: 9,126 shares; 2025Q3: 9,048 shares; 2025Q4: 8,935 shares; 2026Q1: 8,888 shares; 2026Q2: 8,797 shares; 2026Q3: 8,801 shares 8,801 $2.92M 0.8% +4 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,909 shares; 2025Q1: 4,873 shares; 2025Q2: 4,713 shares; 2025Q3: 4,797 shares; 2025Q4: 5,559 shares; 2026Q1: 5,612 shares; 2026Q2: 5,644 shares; 2026Q3: 5,817 shares 5,817 $2.9M 0.8% +173 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,870 shares; 2025Q1: 31,081 shares; 2025Q2: 31,168 shares; 2025Q3: 31,238 shares; 2025Q4: 31,324 shares; 2026Q1: 30,984 shares; 2026Q2: 30,850 shares; 2026Q3: 30,759 shares 30,759 $2.89M 0.8% -91 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,304 shares; 2025Q1: 37,663 shares; 2025Q2: 38,140 shares; 2025Q3: 37,611 shares; 2025Q4: 38,701 shares; 2026Q1: 32,175 shares; 2026Q2: 31,889 shares; 2026Q3: 30,782 shares 30,782 $2.89M 0.8% -1,107 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,484 shares; 2026Q2: 38,902 shares; 2026Q3: 40,679 shares 40,679 $2.85M 0.79% +1,777 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; 2024Q4: 36,881 shares; 2025Q1: 30,072 shares; 2025Q2: 30,431 shares; 2025Q3: 30,211 shares; 2025Q4: 30,739 shares; 2026Q1: 32,551 shares; 2026Q2: 32,422 shares; 2026Q3: 31,748 shares 31,748 $2.85M 0.78% -674 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,253 shares; 2025Q1: 2,357 shares; 2025Q2: 2,375 shares; 2025Q3: 2,386 shares; 2025Q4: 2,394 shares; 2026Q1: 2,422 shares; 2026Q2: 2,440 shares; 2026Q3: 2,505 shares 2,505 $2.71M 0.75% +65 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,640 shares; 2025Q1: 10,553 shares; 2025Q2: 10,558 shares; 2025Q3: 10,508 shares; 2025Q4: 10,483 shares; 2026Q1: 10,453 shares; 2026Q2: 10,418 shares; 2026Q3: 10,256 shares 10,256 $2.68M 0.74% -162 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,516 shares; 2025Q1: 23,726 shares; 2025Q2: 23,698 shares; 2025Q3: 23,538 shares; 2025Q4: 23,303 shares; 2026Q1: 23,112 shares; 2026Q2: 22,912 shares; 2026Q3: 22,731 shares 22,731 $2.67M 0.74% -181 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,653 shares; 2025Q1: 18,747 shares; 2025Q2: 19,044 shares; 2025Q3: 19,315 shares; 2025Q4: 19,448 shares; 2026Q1: 19,358 shares; 2026Q2: 19,394 shares; 2026Q3: 19,891 shares 19,891 $2.58M 0.71% +497 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,988 shares; 2025Q1: 13,198 shares; 2025Q2: 13,435 shares; 2025Q3: 13,544 shares; 2025Q4: 13,627 shares; 2026Q1: 13,558 shares; 2026Q2: 13,625 shares; 2026Q3: 13,831 shares 13,831 $2.57M 0.71% +206 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,959 shares; 2026Q2: 45,906 shares; 2026Q3: 44,737 shares 44,737 $2.4M 0.66% -1,169 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,969 shares; 2025Q1: 25,043 shares; 2025Q2: 25,071 shares; 2025Q3: 25,015 shares; 2025Q4: 24,908 shares; 2026Q1: 25,380 shares; 2026Q2: 25,447 shares; 2026Q3: 25,454 shares 25,454 $2.4M 0.66% +7 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,736 shares; 2025Q1: 8,728 shares; 2025Q2: 8,728 shares; 2025Q3: 8,718 shares; 2025Q4: 8,716 shares; 2026Q1: 8,684 shares; 2026Q2: 8,598 shares; 2026Q3: 8,728 shares 8,728 $2.38M 0.65% +130 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,243 shares; 2025Q1: 9,961 shares; 2025Q2: 10,165 shares; 2025Q3: 10,025 shares; 2025Q4: 10,223 shares; 2026Q1: 9,961 shares; 2026Q2: 9,871 shares; 2026Q3: 9,639 shares 9,639 $2.23M 0.61% -232 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,930 shares; 2025Q1: 6,899 shares; 2025Q2: 6,696 shares; 2025Q3: 6,683 shares; 2025Q4: 6,678 shares; 2026Q1: 6,588 shares; 2026Q2: 6,553 shares; 2026Q3: 6,531 shares 6,531 $2.12M 0.59% -22 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; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 4,110 shares; 2025Q3: 4,389 shares; 2025Q4: 4,740 shares; 2026Q1: 4,687 shares; 2026Q2: 4,686 shares; 2026Q3: 4,902 shares 4,902 $2.11M 0.58% +216 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,887 shares; 2025Q1: 7,959 shares; 2025Q2: 8,040 shares; 2025Q3: 8,053 shares; 2025Q4: 8,076 shares; 2026Q1: 8,145 shares; 2026Q2: 8,929 shares; 2026Q3: 9,669 shares 9,669 $1.97M 0.54% +740 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,551 shares; 2025Q1: 11,699 shares; 2025Q2: 11,803 shares; 2025Q3: 11,344 shares; 2025Q4: 11,340 shares; 2026Q1: 9,579 shares; 2026Q2: 9,609 shares; 2026Q3: 9,393 shares 9,393 $1.95M 0.54% -216 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,526 shares; 2025Q1: 15,591 shares; 2025Q2: 15,655 shares; 2025Q3: 15,766 shares; 2025Q4: 15,590 shares; 2026Q1: 15,377 shares; 2026Q2: 15,293 shares; 2026Q3: 15,225 shares 15,225 $1.93M 0.53% -68 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,633 shares; 2025Q1: 23,840 shares; 2025Q2: 24,220 shares; 2025Q3: 24,089 shares; 2025Q4: 24,607 shares; 2026Q1: 23,243 shares; 2026Q2: 23,186 shares; 2026Q3: 22,407 shares 22,407 $1.91M 0.53% -779 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,664 shares; 2025Q1: 2,690 shares; 2025Q2: 2,727 shares; 2025Q3: 2,731 shares; 2025Q4: 2,747 shares; 2026Q1: 2,774 shares; 2026Q2: 2,766 shares; 2026Q3: 2,779 shares 2,779 $1.88M 0.52% +13 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,090 shares; 2025Q1: 6,090 shares; 2025Q2: 6,080 shares; 2025Q3: 6,069 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares; 2026Q2: 6,019 shares; 2026Q3: 6,012 shares 6,012 $1.86M 0.51% -7 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,466 shares; 2025Q1: 6,497 shares; 2025Q2: 6,509 shares; 2025Q3: 6,591 shares; 2025Q4: 6,618 shares; 2026Q1: 6,677 shares; 2026Q2: 6,656 shares; 2026Q3: 6,748 shares 6,748 $1.83M 0.51% +92 Timeline BSV 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; 2024Q4: 27,044 shares; 2025Q1: 27,696 shares; 2025Q2: 24,867 shares; 2025Q3: 24,599 shares; 2025Q4: 24,456 shares; 2026Q1: 24,016 shares; 2026Q2: 23,722 shares; 2026Q3: 23,860 shares 23,860 $1.82M 0.5% +138 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,442 shares; 2025Q1: 7,601 shares; 2025Q2: 7,725 shares; 2025Q3: 7,908 shares; 2025Q4: 8,002 shares; 2026Q1: 8,025 shares; 2026Q2: 8,133 shares; 2026Q3: 8,409 shares 8,409 $1.62M 0.45% +276 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,980 shares; 2025Q1: 7,926 shares; 2025Q2: 7,873 shares; 2025Q3: 8,010 shares; 2025Q4: 7,975 shares; 2026Q1: 8,106 shares; 2026Q2: 8,219 shares; 2026Q3: 8,294 shares 8,294 $1.6M 0.44% +75 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.41% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,941 shares; 2025Q1: 5,993 shares; 2025Q2: 5,949 shares; 2025Q3: 5,959 shares; 2025Q4: 5,959 shares; 2026Q1: 6,062 shares; 2026Q2: 6,040 shares; 2026Q3: 6,034 shares 6,034 $1.34M 0.37% -6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,301 shares; 2025Q1: 5,312 shares; 2025Q2: 5,216 shares; 2025Q3: 5,337 shares; 2025Q4: 5,372 shares; 2026Q1: 5,451 shares; 2026Q2: 5,495 shares; 2026Q3: 5,574 shares 5,574 $1.29M 0.35% +79 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,843 shares; 2025Q1: 39,844 shares; 2025Q2: 40,170 shares; 2025Q3: 40,518 shares; 2025Q4: 40,543 shares; 2026Q1: 39,333 shares; 2026Q2: 38,793 shares; 2026Q3: 38,524 shares 38,524 $1.28M 0.35% -269 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,109 shares; 2025Q1: 14,232 shares; 2025Q2: 12,272 shares; 2025Q3: 12,485 shares; 2025Q4: 12,534 shares; 2026Q1: 12,222 shares; 2026Q2: 12,125 shares; 2026Q3: 12,186 shares 12,186 $1.28M 0.35% +61 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,327 shares; 2025Q3: 2,303 shares; 2025Q4: 2,293 shares; 2026Q1: 2,275 shares; 2026Q2: 2,262 shares; 2026Q3: 2,271 shares 2,271 $1.25M 0.35% +9 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,844 shares; 2025Q1: 16,915 shares; 2025Q2: 18,273 shares; 2025Q3: 19,341 shares; 2025Q4: 19,592 shares; 2026Q1: 19,732 shares; 2026Q2: 20,452 shares; 2026Q3: 21,498 shares 21,498 $1.09M 0.3% +1,046 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,997 shares; 2025Q1: 42,758 shares; 2025Q2: 43,216 shares; 2025Q3: 43,008 shares; 2025Q4: 41,528 shares; 2026Q1: 41,910 shares; 2026Q2: 41,861 shares; 2026Q3: 42,365 shares 42,365 $1.07M 0.3% +504 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,806 shares; 2025Q1: 5,858 shares; 2025Q2: 5,309 shares; 2025Q3: 5,384 shares; 2025Q4: 5,403 shares; 2026Q1: 5,407 shares; 2026Q2: 5,819 shares; 2026Q3: 6,030 shares 6,030 $1.06M 0.29% +211 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,593 shares; 2025Q1: 16,057 shares; 2025Q2: 16,160 shares; 2025Q3: 16,197 shares; 2025Q4: 16,194 shares; 2026Q1: 16,133 shares; 2026Q2: 16,124 shares; 2026Q3: 16,088 shares 16,088 $1.05M 0.29% -36 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,140 shares; 2025Q1: 3,202 shares; 2025Q2: 3,253 shares; 2025Q3: 3,263 shares; 2025Q4: 3,256 shares; 2026Q1: 3,145 shares; 2026Q2: 3,125 shares; 2026Q3: 3,228 shares 3,228 $913K 0.25% +103 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,800 shares; 2025Q1: 12,837 shares; 2025Q2: 12,837 shares; 2025Q3: 12,837 shares; 2025Q4: 10,837 shares; 2026Q1: 10,837 shares; 2026Q2: 10,837 shares; 2026Q3: 11,003 shares 11,003 $881K 0.24% +166 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,085 shares; 2025Q1: 11,710 shares; 2025Q2: 11,710 shares; 2025Q3: 11,035 shares; 2025Q4: 11,035 shares; 2026Q1: 10,769 shares; 2026Q2: 10,621 shares; 2026Q3: 11,381 shares 11,381 $876K 0.24% +760 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,800 shares; 2025Q1: 8,720 shares; 2025Q2: 8,715 shares; 2025Q3: 8,690 shares; 2025Q4: 8,690 shares; 2026Q1: 8,780 shares; 2026Q2: 8,780 shares; 2026Q3: 8,780 shares 8,780 $868K 0.24% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,007 shares; 2025Q1: 7,007 shares; 2025Q2: 6,832 shares; 2025Q3: 6,782 shares; 2025Q4: 6,737 shares; 2026Q1: 6,417 shares; 2026Q2: 6,563 shares; 2026Q3: 6,488 shares 6,488 $840K 0.23% -75 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,430 shares; 2025Q1: 9,375 shares; 2025Q2: 9,360 shares; 2025Q3: 9,335 shares; 2025Q4: 9,330 shares; 2026Q1: 9,220 shares; 2026Q2: 9,377 shares; 2026Q3: 9,357 shares 9,357 $802K 0.22% -20 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,884 shares; 2025Q1: 5,839 shares; 2025Q2: 6,301 shares; 2025Q3: 6,337 shares; 2025Q4: 6,398 shares; 2026Q1: 6,179 shares; 2026Q2: 6,280 shares; 2026Q3: 6,370 shares 6,370 $756K 0.21% +90 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,555 shares 7,555 $752K 0.21% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,460 shares; 2025Q1: 2,532 shares; 2025Q2: 2,537 shares; 2025Q3: 2,572 shares; 2025Q4: 2,588 shares; 2026Q1: 2,584 shares; 2026Q2: 2,576 shares; 2026Q3: 2,585 shares 2,585 $713K 0.2% +9 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,326 shares; 2026Q1: 4,672 shares; 2026Q2: 4,716 shares; 2026Q3: 4,971 shares 4,971 $707K 0.19% +255 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,137 shares; 2025Q1: 2,272 shares; 2025Q2: 2,276 shares; 2025Q3: 2,480 shares; 2025Q4: 2,498 shares; 2026Q1: 2,394 shares; 2026Q2: 2,410 shares; 2026Q3: 2,474 shares 2,474 $705K 0.19% +64 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; 2024Q4: 11,677 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares; 2025Q3: 11,527 shares; 2025Q4: 11,527 shares; 2026Q1: 11,527 shares; 2026Q2: 11,527 shares; 2026Q3: 11,527 shares 11,527 $666K 0.18% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 848 shares; 2026Q3: 1,705 shares 1,705 $661K 0.18% +857 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,516 shares 2,516 $642K 0.18% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,638 shares; 2025Q1: 18,526 shares; 2025Q2: 18,651 shares; 2025Q3: 18,588 shares; 2025Q4: 17,986 shares; 2026Q1: 17,656 shares; 2026Q2: 17,089 shares; 2026Q3: 16,820 shares 16,820 $639K 0.18% -269 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,135 shares; 2025Q1: 13,883 shares; 2025Q2: 13,383 shares; 2025Q3: 13,147 shares; 2025Q4: 13,137 shares; 2026Q1: 12,811 shares; 2026Q2: 12,811 shares; 2026Q3: 12,634 shares 12,634 $634K 0.17% -177 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,321 shares; 2026Q1: 6,975 shares; 2026Q2: 6,907 shares; 2026Q3: 6,746 shares 6,746 $632K 0.17% -161 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; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,412 shares; 2026Q2: 6,424 shares; 2026Q3: 6,424 shares 6,424 $628K 0.17% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,390 shares; 2025Q1: 9,340 shares; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares; 2025Q4: 9,340 shares; 2026Q1: 9,340 shares; 2026Q2: 9,340 shares; 2026Q3: 9,340 shares 9,340 $613K 0.17% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,986 shares; 2025Q1: 9,986 shares; 2025Q2: 9,981 shares; 2025Q3: 9,981 shares; 2025Q4: 9,981 shares; 2026Q1: 9,981 shares; 2026Q2: 9,896 shares; 2026Q3: 9,896 shares 9,896 $537K 0.15% 0 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; 2024Q4: 3,774 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 3,772 shares; 2025Q4: 3,802 shares; 2026Q1: 3,802 shares; 2026Q2: 3,705 shares; 2026Q3: 3,735 shares 3,735 $484K 0.13% +30 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; 2024Q4: 8,513 shares; 2025Q1: 8,513 shares; 2025Q2: 8,513 shares; 2025Q3: 8,513 shares; 2025Q4: 8,513 shares; 2026Q1: 8,513 shares; 2026Q2: 8,513 shares; 2026Q3: 8,513 shares 8,513 $413K 0.11% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 4,026 shares; 2025Q3: 4,380 shares; 2025Q4: 4,726 shares; 2026Q1: 5,771 shares; 2026Q2: 6,402 shares; 2026Q3: 6,854 shares 6,854 $402K 0.11% +452 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,780 shares; 2026Q1: 1,605 shares; 2026Q2: 1,600 shares; 2026Q3: 1,743 shares 1,743 $386K 0.11% +143 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,451 shares; 2025Q1: 2,429 shares; 2025Q2: 2,407 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares; 2026Q1: 2,374 shares; 2026Q2: 2,374 shares; 2026Q3: 2,334 shares 2,334 $375K 0.1% -40 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,959 shares; 2025Q1: 4,930 shares; 2025Q2: 5,008 shares; 2025Q3: 5,032 shares; 2025Q4: 5,063 shares; 2026Q1: 5,059 shares; 2026Q2: 5,157 shares; 2026Q3: 5,183 shares 5,183 $335K 0.09% +26 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,689 shares; 2025Q1: 3,669 shares; 2025Q2: 3,524 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,504 shares; 2026Q2: 3,504 shares; 2026Q3: 3,490 shares 3,490 $326K 0.09% -14 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,433 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares; 2025Q3: 5,870 shares; 2025Q4: 5,870 shares; 2026Q1: 5,870 shares; 2026Q2: 5,870 shares; 2026Q3: 6,470 shares 6,470 $300K 0.08% +600 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,607 shares; 2026Q1: 2,607 shares; 2026Q2: 2,607 shares; 2026Q3: 2,607 shares 2,607 $291K 0.08% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,876 shares; 2025Q1: 17,157 shares; 2025Q2: 17,548 shares; 2025Q3: 17,794 shares; 2025Q4: 18,042 shares; 2026Q1: 17,690 shares; 2026Q2: 13,060 shares; 2026Q3: 9,293 shares 9,293 $291K 0.08% -3,767 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 2,373 shares; 2025Q4: 2,368 shares; 2026Q1: 2,341 shares; 2026Q2: 2,290 shares; 2026Q3: 2,432 shares 2,432 $286K 0.08% +142 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,323 shares; 2025Q1: 2,135 shares; 2025Q2: 2,061 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares; 2026Q3: 1,940 shares 1,940 $284K 0.08% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,308 shares; 2025Q1: not reported; 2025Q2: 3,526 shares; 2025Q3: 6,299 shares; 2025Q4: 6,339 shares; 2026Q1: 6,105 shares; 2026Q2: 6,212 shares; 2026Q3: 6,062 shares 6,062 $257K 0.07% -150 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $248K 0.07% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,555 shares; 2025Q4: 1,412 shares; 2026Q1: 1,487 shares; 2026Q2: 1,487 shares; 2026Q3: 1,489 shares 1,489 $244K 0.07% +2 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,886 shares; 2026Q3: 1,886 shares 1,886 $221K 0.06% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,210 shares; 2026Q2: 2,210 shares; 2026Q3: 2,210 shares 2,210 $218K 0.06% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares; 2026Q3: 7,200 shares 7,200 $217K 0.06% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,595 shares; 2026Q3: 2,595 shares 2,595 $217K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,568 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,393 shares; 2025Q4: 2,393 shares; 2026Q1: 2,363 shares; 2026Q2: not reported; 2026Q3: 2,428 shares 2,428 $209K 0.06% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 994 shares 994 $208K 0.06% new Timeline