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Financial Gravity Companies, Inc.

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13F filer, CIK 1377167, Lakeway, TX

Financial Gravity Companies, Inc. reported $616,352,520 across 1,040 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 37.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001683168-26-005984

Period
2026-06-30
Reported value
$616M
Holdings
1,040
Top 10 weight
37.55%
New
Sold out

Part of the filer group Financial Gravity Companies, Inc.

How groups are built

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001683168-26-005984, largest first. % of portfolio is the value over $616,352,520, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 104 shares 104$16.1K<0.01%Timeline
HEINYHEINEKEN NV-SPN ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 517 shares; 2025Q1: not loaded; 2025Q2: 436 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 382 shares 382$16K<0.01%Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 374 shares; 2025Q1: not loaded; 2025Q2: 217 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 180 shares 180$15.8K<0.01%Timeline
FIDELITY EXTENDED MARKET IN…FIDELITY EXTENDED MARKET INDEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 132 shares 132$15.8K<0.01%
LORD ABBETT NATIONAL TAX FR…LORD ABBETT NATIONAL TAX FREE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,419 shares; 2025Q1: not loaded; 2025Q2: 1,448 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,509 shares 1,509$15.8K<0.01%
EATON VANCE MUNICIPAL OPPOR…EATON VANCE MUNICIPAL OPPORTUNITI…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: not loaded; 2025Q2: 1,305 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,352 shares 1,352$15.7K<0.01%
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: not loaded; 2025Q2: 182 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 182 shares 182$15.7K<0.01%Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 516 shares 516$15.7K<0.01%Timeline
FRANKLIN US GOVERNMENT SECS…FRANKLIN US GOVERNMENT SECS ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,856 shares; 2025Q1: not loaded; 2025Q2: 2,907 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3,013 shares 3,013$15.5K<0.01%
SOUTH CAROLINA ST 5 30DB …SOUTH CAROLINA ST 5 30DB UTX …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15,000 shares 15,000$15.5K<0.01%
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,000 shares 1,000$15.4K<0.01%Timeline
INVESCO HIGH YIELD MUNICIPA…INVESCO HIGH YIELD MUNICIPAL YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,685 shares; 2025Q1: not loaded; 2025Q2: 1,733 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,833 shares 1,833$15.4K<0.01%
INVESCO S&P 500 INDEX YINVESCO S&P 500 INDEX YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 190 shares 190$15.3K<0.01%
INVESCO AMT-FREE MUNICIPAL …INVESCO AMT-FREE MUNICIPAL INC YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,116 shares; 2025Q1: not loaded; 2025Q2: 2,160 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,255 shares 2,255$15.3K<0.01%
Vanguard Small Cap Value In…Vanguard Small Cap Value Index Ad…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,198 shares; 2025Q1: not loaded; 2025Q2: 229 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 146 shares 146$15.2K<0.01%
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 157 shares 157$15.2K<0.01%Timeline
ANDERSON CNTY S C S 5 28GO …ANDERSON CNTY S C S 5 28GO UTX …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15,000 shares 15,000$15K<0.01%
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 500 shares 500$15K<0.01%Timeline
VICTORY RS VALUE AVICTORY RS VALUE AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 536 shares; 2025Q1: not loaded; 2025Q2: 536 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 579 shares 579$15K<0.01%
FREE MARKET US EQUITY INSTLFREE MARKET US EQUITY INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: not loaded; 2025Q2: 463 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 472 shares 472$15K<0.01%
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 200 shares 200$14.9K<0.01%Timeline
FIDELITY SELECT BIOTECHNOLO…FIDELITY SELECT BIOTECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 508 shares 508$14.8K<0.01%
COPYRBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,000 shares 1,000$14.7K<0.01%Timeline
US TREASURY 5 05/37UST…US TREASURY 5 05/37UST BOND …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: not loaded; 2025Q2: 14,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 14,000 shares 14,000$14.7K<0.01%
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 70 shares 70$14.6K<0.01%Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 160 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 160 shares 160$14.5K<0.01%Timeline
ETWEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,495 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,495 shares 1,495$14.4K<0.01%Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 51 shares 51$14.3K<0.01%Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 152 shares 152$14.3K<0.01%Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 900 shares 900$14.2K<0.01%Timeline
NCVVIRTUS CONVERTIBLE & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 793 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 793 shares 793$13.9K<0.01%Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 138 shares; 2025Q1: not loaded; 2025Q2: 123 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 93 shares 93$13.8K<0.01%Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 30 shares 30$13.8K<0.01%Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 16 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 32 shares 32$13.6K<0.01%Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 90 shares 90$13.6K<0.01%Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 562 shares; 2025Q1: not loaded; 2025Q2: 434 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 209 shares 209$13.5K<0.01%Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 44 shares 44$13.1K<0.01%Timeline
FREE MARKET INTERNATIONAL E…FREE MARKET INTERNATIONAL EQ INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 734 shares; 2025Q1: not loaded; 2025Q2: 734 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 769 shares 769$13.1K<0.01%
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: not loaded; 2025Q2: 26 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 60 shares 60$13.1K<0.01%Timeline
FRANKLIN INCOME ADVFRANKLIN INCOME ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,182 shares; 2025Q1: not loaded; 2025Q2: 5,182 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5,198 shares 5,198$13.1K<0.01%
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 129 shares; 2025Q1: not loaded; 2025Q2: 121 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 242 shares 242$12.9K<0.01%Timeline
DFA GLOBAL ALLOCATION 60/40…DFA GLOBAL ALLOCATION 60/40 IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: not loaded; 2025Q2: 540 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 540 shares 540$12.7K<0.01%
FGCOFINANCIAL GRAVITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,848 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 158,709 shares 158,709$12.7K<0.01%Timeline
CITIGROUP INC. 6 33 …CITIGROUP INC. 6 33 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: not loaded; 2025Q2: 12,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12,000 shares 12,000$12.5K<0.01%
JPMORGAN CHASE & VAR 35 …JPMORGAN CHASE & VAR 35 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12,000 shares 12,000$12.5K<0.01%
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 122 shares 122$12.4K<0.01%Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 33 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 61 shares 61$12.2K<0.01%Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: not loaded; 2025Q2: 959 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 219 shares 219$12.1K<0.01%Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 68 shares 68$12K<0.01%Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 50 shares 50$12K<0.01%Timeline
EDISON INTERNTNL 5.2 34 …EDISON INTERNTNL 5.2 34 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12,000 shares 12,000$11.9K<0.01%
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 1,452 shares; 2025Q1: not loaded; 2025Q2: 1,345 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 236 shares 236$11.9K<0.01%Timeline
INVESCO SELECT RISK: GROWTH…INVESCO SELECT RISK: GROWTH INVES…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 608 shares; 2025Q1: not loaded; 2025Q2: 608 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 633 shares 633$11.7K<0.01%
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: not loaded; 2025Q2: 172 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 172 shares 172$11.7K<0.01%Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 68 shares 68$11.6K<0.01%Timeline
HAGHYHENSOLDT AG ADS (DEU)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,500 shares 1,500$11.6K<0.01%Timeline
VOCVOC ENERGY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,014 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$11.5K<0.01%Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 715 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 181 shares 181$11.4K<0.01%Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000$11.3K<0.01%Timeline
T-MOBILE USA, INC 3.5 31 …T-MOBILE USA, INC 3.5 31 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12,000 shares 12,000$11.3K<0.01%
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: not loaded; 2025Q2: 120 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 120 shares 120$11.2K<0.01%Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 838 shares 838$11.2K<0.01%Timeline
WISCONSIN POWER 5.375 34 …WISCONSIN POWER 5.375 34 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 11,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11,000 shares 11,000$11.2K<0.01%
BLACKROCK SHORT DURATION MU…BLACKROCK SHORT DURATION MUNI INS…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,108 shares; 2025Q1: not loaded; 2025Q2: 1,111 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,111 shares 1,111$11.1K<0.01%
DWS ENHANCED COMMODITY STRA…DWS ENHANCED COMMODITY STRATEGY AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: not loaded; 2025Q2: 1,646 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,757 shares 1,757$11K<0.01%
COSCO SHIPPING HLD ORDFCLA…COSCO SHIPPING HLD ORDFCLASS …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,592 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6,592 shares 6,592$10.9K<0.01%
T Rowe Price Health Science…T Rowe Price Health Sciences Fund…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 112 shares; 2025Q1: not loaded; 2025Q2: 109 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 122 shares 122$10.9K<0.01%
FORD MOTOR CO 7.45 31 …FORD MOTOR CO 7.45 31 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.8K<0.01%
FIDELITY ADVISOR STRATEGIC …FIDELITY ADVISOR STRATEGIC DIV & …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: not loaded; 2025Q2: 507 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 546 shares 546$10.8K<0.01%
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 79 shares 79$10.7K<0.01%Timeline
EBAY INC. 6.3 32 …EBAY INC. 6.3 32 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.6K<0.01%
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 268 shares 268$10.6K<0.01%Timeline
BANK OF AMERICA C VAR 32 …BANK OF AMERICA C VAR 32 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12,000 shares 12,000$10.6K<0.01%
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 63 shares 63$10.5K<0.01%Timeline
EOIEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: not loaded; 2025Q2: 530 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 530 shares 530$10.4K<0.01%Timeline
YORK CNTY S C SCH D 5 29GO …YORK CNTY S C SCH D 5 29GO UTX …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.4K<0.01%
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 500 shares 500$10.4K<0.01%Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 701 shares; 2025Q1: not loaded; 2025Q2: 701 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 107 shares 107$10.3K<0.01%Timeline
SIMON PROPERTY GR 5.5 33 …SIMON PROPERTY GR 5.5 33 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.3K<0.01%
ENTERGY ARKANSAS 5.45 34 …ENTERGY ARKANSAS 5.45 34 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.3K<0.01%
DEERE & CO 5.375 29 …DEERE & CO 5.375 29 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.3K<0.01%
CLARK CNTY NEV 4 34DB …CLARK CNTY NEV 4 34DB LTX …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10.2K<0.01%
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 125 shares 125$10.1K<0.01%Timeline
GSIMXGLDMN SCHS GQG PRT INTL-INSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,470 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 428 shares 428$10.1K<0.01%Timeline
GENERAL ELECTRIC 5.25 34 …GENERAL ELECTRIC 5.25 34 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$10K<0.01%
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 610 shares; 2025Q1: not loaded; 2025Q2: 335 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 206 shares 206$9.98K<0.01%Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 632 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 632 shares 632$9.97K<0.01%Timeline
Waste Management, Inc. 4.62…Waste Management, Inc. 4.625 02/1…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$9.92K<0.01%
GROWTH FD OF AMER CL -AGROWTH FD OF AMER CL -AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: not loaded; 2025Q2: 502 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 112 shares 112$9.9K<0.01%
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: not loaded; 2025Q2: 80 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 90 shares 90$9.88K<0.01%Timeline
NORTHROP GRUMMAN 3.25 28 …NORTHROP GRUMMAN 3.25 28 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$9.83K<0.01%
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 29 shares 29$9.81K<0.01%Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: not loaded; 2025Q2: 240 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 240 shares 240$9.81K<0.01%Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,534 shares; 2024Q4: 13,204 shares; 2025Q1: not loaded; 2025Q2: 18,463 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 122 shares 122$9.78K<0.01%Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: not loaded; 2025Q2: 128 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 128 shares 128$9.78K<0.01%Timeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,005 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,005 shares 1,005$9.75K<0.01%Timeline
SFNNXSCHWAB FNDMNL INTL LRG COMPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 587 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 587 shares 587$9.54K<0.01%Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: not loaded; 2025Q2: 93 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 186 shares 186$9.45K<0.01%Timeline
NVIDIA CORP 2.85 30 …NVIDIA CORP 2.85 30 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$9.45K<0.01%
FRANKLIN RISING DIVIDENDS AFRANKLIN RISING DIVIDENDS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 852 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 99 shares 99$9.41K<0.01%
TOEWS HEDGED OPPORTUNITY FU…TOEWS HEDGED OPPORTUNITY FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 829 shares 829$9.27K<0.01%
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 501 shares 501$9.22K<0.01%Timeline
INVESCO CAPITAL MARKET UNIT…INVESCO CAPITAL MARKET UNIT 10 MO…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$8.98K<0.01%
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 562 shares; 2025Q1: not loaded; 2025Q2: 768 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 319 shares 319$8.84K<0.01%Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 160 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 160 shares 160$8.78K<0.01%Timeline
PROVINCE OF BRIT1.3 31F …PROVINCE OF BRIT1.3 31F …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10,000 shares 10,000$8.74K<0.01%
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: not loaded; 2025Q2: 168 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 168 shares 168$8.71K<0.01%Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 9 shares 9$8.65K<0.01%Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 840 shares 840$8.65K<0.01%Timeline
MORGAN STANLEY VAR 31 …MORGAN STANLEY VAR 31 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: not loaded; 2025Q2: 11,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11,000 shares 11,000$8.55K<0.01%
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: not loaded; 2025Q2: 46 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 46 shares 46$8.52K<0.01%Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 786 shares; 2025Q1: not loaded; 2025Q2: 159 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 159 shares 159$8.5K<0.01%Timeline
INVESCO STEELPATH MLP INCOM…INVESCO STEELPATH MLP INCOME CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,759 shares; 2025Q1: not loaded; 2025Q2: 9,824 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,619 shares 1,619$8.5K<0.01%
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 46 shares 46$8.5K<0.01%Timeline
THE ALLSTATE CO 6.125 32 …THE ALLSTATE CO 6.125 32 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not loaded; 2025Q2: 8,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8,000 shares 8,000$8.5K<0.01%
ACPABRDN INCOME CREDIT STRATEGIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,628 shares; 2025Q1: not loaded; 2025Q2: 1,628 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1,628 shares 1,628$8.47K<0.01%Timeline
AMERICAN WASHINGTON MUTUAL …AMERICAN WASHINGTON MUTUAL INVEST…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: not loaded; 2025Q2: 5,936 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 126 shares 126$8.39K<0.01%
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: not loaded; 2025Q2: 2,041 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 513 shares 513$8.29K<0.01%Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 30 shares 30$8.27K<0.01%Timeline
PERSHING SQUARE HL ORDFPERSHING SQUARE HL ORDFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: not loaded; 2025Q2: 166 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 166 shares 166$8.21K<0.01%
UNITEDHEALTH GROU 5.3 30 …UNITEDHEALTH GROU 5.3 30 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not loaded; 2025Q2: 8,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8,000 shares 8,000$8.18K<0.01%
INTEL CORP 5.125 30 …INTEL CORP 5.125 30 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not loaded; 2025Q2: 8,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8,000 shares 8,000$8.1K<0.01%
ALGER SPECTRA ZALGER SPECTRA ZQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 192 shares 192$7.96K<0.01%
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 137 shares 137$7.89K<0.01%Timeline
UNUM GROUP 4 29 …UNUM GROUP 4 29 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not loaded; 2025Q2: 8,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8,000 shares 8,000$7.83K<0.01%
MHVIYMITSUBISHI HEAVY INDS LTD ADSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 684 shares 684$7.75K<0.01%Timeline
GUGGENHEIM DEFINED P CALL…GUGGENHEIM DEFINED P CALLED …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: not loaded; 2025Q2: 547 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 547 shares 547$7.74K<0.01%
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 134 shares 134$7.67K<0.01%Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 123 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 123 shares 123$7.62K<0.01%Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 22 shares 22$7.5K<0.01%Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$7.45K<0.01%Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: not loaded; 2025Q2: 101 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 101 shares 101$7.41K<0.01%Timeline
LOWE S COMPANIES, 6.5 29 …LOWE S COMPANIES, 6.5 29 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7,000 shares 7,000$7.34K<0.01%
OBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: not loaded; 2025Q2: 369 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 144 shares 144$7.2K<0.01%Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$7.13K<0.01%Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 89 shares 89$7.05K<0.01%Timeline
TOYOTA MOTOR CRE 1.65 31 …TOYOTA MOTOR CRE 1.65 31 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not loaded; 2025Q2: 8,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8,000 shares 8,000$7.03K<0.01%
MICROSOFT CORP 3.3 27 …MICROSOFT CORP 3.3 27 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not loaded; 2025Q2: 7,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7,000 shares 7,000$6.96K<0.01%
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 28 shares 28$6.95K<0.01%Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: not loaded; 2025Q2: 68 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 68 shares 68$6.88K<0.01%Timeline
STARBUCKS CORP 3.55 29 …STARBUCKS CORP 3.55 29 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not loaded; 2025Q2: 7,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7,000 shares 7,000$6.8K<0.01%
ARTISAN HIGH INCOME ADVISORARTISAN HIGH INCOME ADVISORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: not loaded; 2025Q2: 754 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 754 shares 754$6.79K<0.01%
First Eagle Global IFirst Eagle Global IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 80 shares 80$6.79K<0.01%
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: not loaded; 2025Q2: 21 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 84 shares 84$6.77K<0.01%Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 600 shares 600$6.68K<0.01%Timeline
JPMORGAN EQUITY INCOME IJPMORGAN EQUITY INCOME IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 239 shares 239$6.63K<0.01%
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 210 shares; 2025Q1: not loaded; 2025Q2: 490 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 210 shares 210$6.53K<0.01%Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,763 shares; 2024Q4: 14,772 shares; 2025Q1: not loaded; 2025Q2: 5,107 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 70 shares 70$6.42K<0.01%Timeline
MFS TOTAL RETURN IMFS TOTAL RETURN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 294 shares; 2025Q1: not loaded; 2025Q2: 298 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 326 shares 326$6.4K<0.01%
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$6.39K<0.01%Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 140 shares 140$6.37K<0.01%Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 29 shares; 2025Q1: not loaded; 2025Q2: 27 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 23 shares 23$6.35K<0.01%Timeline
LORD ABBETT CORE PLUS BOND ILORD ABBETT CORE PLUS BOND IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 491 shares 491$6.25K<0.01%
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 182 shares 182$6.18K<0.01%Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 80 shares 80$6.17K<0.01%Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 60 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 60 shares 60$6.14K<0.01%Timeline
WALMART INC. 5.875 27 …WALMART INC. 5.875 27 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: not loaded; 2025Q2: 6,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6,000 shares 6,000$6.08K<0.01%
CLIFFWATER ENHANCED LENDING…CLIFFWATER ENHANCED LENDING IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 553 shares 553$6.05K<0.01%
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 234 shares 234$6K<0.01%Timeline
MORGAN STANLEY 3.591 28 …MORGAN STANLEY 3.591 28 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: not loaded; 2025Q2: 6,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6,000 shares 6,000$5.93K<0.01%
CALVERT GREEN BOND ICALVERT GREEN BOND IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388 shares; 2024Q4: 391 shares; 2025Q1: not loaded; 2025Q2: 398 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 413 shares 413$5.88K<0.01%
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: not loaded; 2025Q2: 14 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 14 shares 14$5.81K<0.01%Timeline
AMERICAN CENTURY ONE CHOICE…AMERICAN CENTURY ONE CHOICE AGRSV…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 310 shares 310$5.71K<0.01%
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$5.71K<0.01%Timeline
THORNBURG LIMITED TERM INCO…THORNBURG LIMITED TERM INCOME INS…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 434 shares 434$5.7K<0.01%
VANGUARD TOTAL INTL STOCK I…VANGUARD TOTAL INTL STOCK INDEX A…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 364 shares; 2025Q1: not loaded; 2025Q2: 156 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 123 shares 123$5.63K<0.01%
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 199 shares 199$5.57K<0.01%Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 97 shares; 2025Q1: not loaded; 2025Q2: 97 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 97 shares 97$5.49K<0.01%Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: 612 shares; 2025Q1: not loaded; 2025Q2: 612 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 58 shares 58$5.48K<0.01%Timeline
UTAH ST CHARTER SCH 4 45CHA…UTAH ST CHARTER SCH 4 45CHAR EDUC…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6,000 shares 6,000$5.45K<0.01%
KENSINGTON MANAGED INCOME I…KENSINGTON MANAGED INCOME INSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 542 shares; 2025Q1: not loaded; 2025Q2: 469 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 558 shares 558$5.38K<0.01%
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 115 shares 115$5.32K<0.01%Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: not loaded; 2025Q2: 97 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 97 shares 97$5.2K<0.01%Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 110 shares 110$5.11K<0.01%Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$5.06K<0.01%Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 381 shares; 2025Q1: not loaded; 2025Q2: 381 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 381 shares 381$5.04K<0.01%Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 70 shares; 2025Q1: not loaded; 2025Q2: 70 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 70 shares 70$5.01K<0.01%Timeline
VERMONT EDL & HEALT 5 46SYS…VERMONT EDL & HEALT 5 46SYST HLTH…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5,000 shares 5,000$5K<0.01%
SNSRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 100 shares 100$5K<0.01%Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 22 shares 22$4.9K<0.01%Timeline
WISCONSIN HEALTH 3.5 33CCR…WISCONSIN HEALTH 3.5 33CCRC HLTH…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5,000 shares 5,000$4.88K<0.01%
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 134 shares 134$4.64K<0.01%Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 35 shares 35$4.57K<0.01%Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 58 shares 58$4.52K<0.01%Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 16 shares 16$4.46K<0.01%Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$4.4K<0.01%Timeline
MFS INCOME IMFS INCOME IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 693 shares; 2025Q1: not loaded; 2025Q2: 711 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 746 shares 746$4.4K<0.01%
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 150 shares 150$4.35K<0.01%Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 319 shares; 2025Q1: not loaded; 2025Q2: 117 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 27 shares 27$4.27K<0.01%Timeline
CITIGROUP INC. VAR 33 …CITIGROUP INC. VAR 33 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$4.25K<0.01%
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 27 shares 27$4.24K<0.01%Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 319 shares 319$4.24K<0.01%Timeline
PGIM SHORT-TERM CORPORATE B…PGIM SHORT-TERM CORPORATE BOND ZQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 390 shares 390$4.19K<0.01%
GUGGENHEIM LIMITED DURATION…GUGGENHEIM LIMITED DURATION INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 171 shares 171$4.19K<0.01%
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 81 shares 81$4.18K<0.01%Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 49 shares 49$4.14K<0.01%Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 30 shares 30$4.13K<0.01%Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 41 shares 41$4.07K<0.01%Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 91 shares 91$4.01K<0.01%Timeline
CADENCE DESIGN SY 4.3 29 …CADENCE DESIGN SY 4.3 29 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$3.97K<0.01%
PFIZER INVT ENT4.75 33F …PFIZER INVT ENT4.75 33F …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$3.95K<0.01%
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 43 shares 43$3.92K<0.01%Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$3.91K<0.01%Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11 shares 11$3.9K<0.01%Timeline
BROADCOM INC. 4.3 32 …BROADCOM INC. 4.3 32 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$3.86K<0.01%
TEMPLETON GLOBAL BOND ADVTEMPLETON GLOBAL BOND ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: not loaded; 2025Q2: 509 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 539 shares 539$3.81K<0.01%
PAYPAL HOLDINGS, 2.85 29 …PAYPAL HOLDINGS, 2.85 29 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$3.77K<0.01%
MRSKNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 412 shares; 2025Q1: not loaded; 2025Q2: 329 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 97 shares 97$3.75K<0.01%Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not loaded; 2025Q2: 15 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 28 shares 28$3.68K<0.01%Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 25 shares 25$3.62K<0.01%Timeline
NXDTNEXPOINT DIVERSIFIED REL ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 637 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 698 shares 698$3.62K<0.01%Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 17 shares 17$3.62K<0.01%Timeline
GSSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 713 shares; 2025Q1: not loaded; 2025Q2: 495 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 71 shares 71$3.59K<0.01%Timeline
CITIGROUP INC. VAR 32 …CITIGROUP INC. VAR 32 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4,000 shares 4,000$3.54K<0.01%
TOEWS HEDGED U.S. FDTOEWS HEDGED U.S. FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not loaded; 2025Q2: 154 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 222 shares 222$3.51K<0.01%
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: not loaded; 2025Q2: 2,342 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 154 shares 154$3.51K<0.01%Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 161 shares; 2025Q1: not loaded; 2025Q2: 127 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 54 shares 54$3.46K<0.01%Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: not loaded; 2025Q2: 19 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$3.44K<0.01%Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 51 shares 51$3.44K<0.01%Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 41 shares 41$3.36K<0.01%Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$3.36K<0.01%Timeline
Doubleline Total Return Bd …Doubleline Total Return Bd Fd Cl IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 376 shares 376$3.31K<0.01%
TCW SECURITIZED BOND ITCW SECURITIZED BOND IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 430 shares 430$3.31K<0.01%
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 135 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 141 shares 141$3.31K<0.01%Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 9 shares 9$3.26K<0.01%Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 68 shares 68$3.22K<0.01%Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 429 shares; 2025Q1: not loaded; 2025Q2: 418 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 418 shares 418$3.21K<0.01%Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,782 shares; 2024Q4: 25,452 shares; 2025Q1: not loaded; 2025Q2: 34,333 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 47 shares 47$3.2K<0.01%Timeline
AMERICAN FUNDS GROWTH PORTF…AMERICAN FUNDS GROWTH PORTFOLIO AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 99 shares 99$3.19K<0.01%
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$3.16K<0.01%Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not loaded; 2025Q2: 25 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 25 shares 25$3.15K<0.01%Timeline
NEUBERGER BERMAN LARGE CAP …NEUBERGER BERMAN LARGE CAP VALUE …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 52 shares 52$3.13K<0.01%
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: not loaded; 2025Q2: 360 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 62 shares 62$3.11K<0.01%Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 86 shares 86$3.1K<0.01%Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 269 shares; 2025Q1: not loaded; 2025Q2: 93 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 93 shares 93$3.09K<0.01%Timeline
L OREAL SA ISIN #FR00001203…L OREAL SA ISIN #FR0000120321 SED…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$3.07K<0.01%
PIMCO INCOME FUND CLASS PPIMCO INCOME FUND CLASS PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 282 shares 282$3.07K<0.01%
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 18 shares 18$3.02K<0.01%Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 49 shares 49$3.01K<0.01%Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 173 shares 173$3K<0.01%Timeline
ORACLE CORP 3.25 27 …ORACLE CORP 3.25 27 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3,000 shares 3,000$2.94K<0.01%
COMCAST CORP 3.15 28 …COMCAST CORP 3.15 28 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3,000 shares 3,000$2.94K<0.01%
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 477 shares 477$2.93K<0.01%Timeline
TOEWS UNCONSTRAINED INCOMETOEWS UNCONSTRAINED INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: not loaded; 2025Q2: 109 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 316 shares 316$2.88K<0.01%
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 100 shares 100$2.86K<0.01%Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$2.84K<0.01%Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$2.71K<0.01%Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: not loaded; 2025Q2: 57 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 57 shares 57$2.67K<0.01%Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 123 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 46 shares 46$2.58K<0.01%Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$2.54K<0.01%Timeline
ABR 50/50 VOLATILITY INSTLABR 50/50 VOLATILITY INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: not loaded; 2025Q2: 217 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 266 shares 266$2.45K<0.01%
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 17 shares 17$2.43K<0.01%Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 31 shares 31$2.41K<0.01%Timeline
OCEAN PARK TACTICAL CORE IN…OCEAN PARK TACTICAL CORE INCOME I…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 123 shares 123$2.38K<0.01%
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 34 shares 34$2.37K<0.01%Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: not loaded; 2025Q2: 232 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$2.31K<0.01%Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 44 shares 44$2.19K<0.01%Timeline
US TREASURY 2.875 11/46UST…US TREASURY 2.875 11/46UST BOND …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3,000 shares 3,000$2.19K<0.01%
FIDELITY FREEDOM INDEX 2055…FIDELITY FREEDOM INDEX 2055 INVES…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 77 shares 77$2.18K<0.01%
AMERICAN BEACON AHL MGD FUT…AMERICAN BEACON AHL MGD FUTS STRA…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 114 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 199 shares 199$2.09K<0.01%
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$2.06K<0.01%Timeline
SOUTHWEST AIRLI 5.125 27 …SOUTHWEST AIRLI 5.125 27 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000$2.01K<0.01%
JPMORGAN CHASE & 2.95 26 …JPMORGAN CHASE & 2.95 26 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000$2K<0.01%
CISCO SYSTEMS, IN 2.5 26 …CISCO SYSTEMS, IN 2.5 26 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000$1.99K<0.01%
THE HOME DEPOT, 2.125 26 …THE HOME DEPOT, 2.125 26 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000$1.99K<0.01%
GILEAD SCIENCES, 2.95 27 …GILEAD SCIENCES, 2.95 27 …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000$1.98K<0.01%
THORNBURG STRATEGIC INCOME ITHORNBURG STRATEGIC INCOME IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 168 shares 168$1.92K<0.01%
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,569 shares; 2025Q1: not loaded; 2025Q2: 1,394 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$1.84K<0.01%Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$1.83K<0.01%Timeline
AMERICAN FDS INTL GR AND IN…AMERICAN FDS INTL GR AND INC F-3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 34 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 36 shares 36$1.8K<0.01%
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not loaded; 2025Q2: 20 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 20 shares 20$1.78K<0.01%Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12 shares 12$1.75K<0.01%Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: not loaded; 2025Q2: 512 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 68 shares 68$1.74K<0.01%Timeline
ABR DYNAMIC BLEND EQUITY & …ABR DYNAMIC BLEND EQUITY & VOLATI…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: not loaded; 2025Q2: 110 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 146 shares 146$1.73K<0.01%
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 40 shares 40$1.73K<0.01%Timeline
AFMFXAMERICAN MUTUAL FUND CLASS F3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not loaded; 2025Q2: 24 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 26 shares 26$1.68K<0.01%Timeline
FMACXAMCAP FUND CLASS F3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 32 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 37 shares 37$1.68K<0.01%Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 20 shares 20$1.65K<0.01%Timeline
DFTXDEFINIUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 35 shares 35$1.65K<0.01%Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 160 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 160 shares 160$1.65K<0.01%Timeline
ALLSPRING SPECIAL MID CAP V…ALLSPRING SPECIAL MID CAP VALUE I…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 31 shares 31$1.6K<0.01%
CREDIT SUISSE FLOATING RATE…CREDIT SUISSE FLOATING RATE HI IN…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 252 shares 252$1.54K<0.01%
PGIM TOTAL RETURN BOND R6PGIM TOTAL RETURN BOND R6Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 122 shares; 2025Q1: not loaded; 2025Q2: 124 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 127 shares 127$1.53K<0.01%
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 31 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 31 shares 31$1.52K<0.01%Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: not loaded; 2025Q2: 251 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$1.5K<0.01%Timeline
AMERICAN FUNDS CAPITAL WORL…AMERICAN FUNDS CAPITAL WORLD GR&I…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: not loaded; 2025Q2: 58 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 18 shares 18$1.5K<0.01%
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 104 shares; 2025Q1: not loaded; 2025Q2: 19 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 17 shares 17$1.47K<0.01%Timeline
RCREADY CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 828 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 828 shares 828$1.45K<0.01%Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$1.44K<0.01%Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: not loaded; 2025Q2: 58 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 31 shares 31$1.41K<0.01%Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 9 shares 9$1.39K<0.01%Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: not loaded; 2025Q2: 54 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 54 shares 54$1.38K<0.01%Timeline
AMERICAN FDS BOND FUND OF A…AMERICAN FDS BOND FUND OF AMER F-3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: not loaded; 2025Q2: 114 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 119 shares 119$1.34K<0.01%
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 31 shares 31$1.34K<0.01%Timeline
VLGDFVALOR GOLD CORP NEW COM (CANADQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 511 shares 511$1.33K<0.01%Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$1.32K<0.01%Timeline
AMERICAN FDS CAPITAL WORLD …AMERICAN FDS CAPITAL WORLD BOND F…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 79 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 82 shares 82$1.31K<0.01%
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 21 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$1.3K<0.01%Timeline
TOEWS TACTICAL INCOME FUNDTOEWS TACTICAL INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 161 shares; 2025Q1: not loaded; 2025Q2: 82 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 131 shares 131$1.28K<0.01%
FIDELITY LOW-PRICED STOCKFIDELITY LOW-PRICED STOCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 27 shares 27$1.24K<0.01%
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not loaded; 2025Q2: 19 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$1.22K<0.01%Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 85 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$1.16K<0.01%Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 2,276 shares; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$1.16K<0.01%Timeline
HOLBROOK INCOME IHOLBROOK INCOME IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 118 shares 118$1.15K<0.01%
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$1.14K<0.01%Timeline
FIDELITY ADVISOR INTL CAP A…FIDELITY ADVISOR INTL CAP APP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 28 shares 28$1.13K<0.01%
FREE MARKET FIXED INCOME IN…FREE MARKET FIXED INCOME INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 107 shares; 2025Q1: not loaded; 2025Q2: 108 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 112 shares 112$1.12K<0.01%
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12 shares 12$1.09K<0.01%Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not loaded; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$1.07K<0.01%Timeline
PGIM JENNISON SMALL COMPANY…PGIM JENNISON SMALL COMPANY R6Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 34 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 36 shares 36$1.06K<0.01%
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$985<0.01%Timeline
TRLVTRULIEVE CANNABIS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 100 shares 100$983<0.01%Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 20 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 23 shares 23$982<0.01%Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$961<0.01%Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 13 shares 13$959<0.01%Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: not loaded; 2025Q2: 36 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 36 shares 36$959<0.01%Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 180 shares; 2025Q1: not loaded; 2025Q2: 151 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 33 shares 33$956<0.01%Timeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 40 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 21 shares 21$955<0.01%Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 95 shares; 2025Q1: not loaded; 2025Q2: 31 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 31 shares 31$929<0.01%Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: not loaded; 2025Q2: 39 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 39 shares 39$921<0.01%Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: not loaded; 2025Q2: 80 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 80 shares 80$905<0.01%Timeline
KENSINGTON ACTIVE ADVANTAGE…KENSINGTON ACTIVE ADVANTAGE INSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: not loaded; 2025Q2: 55 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 76 shares 76$901<0.01%
PHYQXPGIM HIGH YIELD-R6Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: not loaded; 2025Q2: 175 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 188 shares 188$900<0.01%Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 122 shares; 2025Q1: not loaded; 2025Q2: 53 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$873<0.01%Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$849<0.01%Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not loaded; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$831<0.01%Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$815<0.01%Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 37 shares; 2025Q1: not loaded; 2025Q2: 32 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$811<0.01%Timeline
AMER EUROPACIFIC GRWTH Cl F…AMER EUROPACIFIC GRWTH Cl F-2Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 13 shares 13$801<0.01%
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$782<0.01%Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 100 shares 100$774<0.01%Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$773<0.01%Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$747<0.01%Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 56 shares; 2025Q1: not loaded; 2025Q2: 19 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$734<0.01%Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$726<0.01%Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 41 shares 41$714<0.01%Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 219 shares; 2025Q1: not loaded; 2025Q2: 166 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$693<0.01%Timeline
PGIM JENNISON GLOBAL EQUITY…PGIM JENNISON GLOBAL EQUITY INCOM…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 33 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 36 shares 36$673<0.01%
VXXBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 63 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 30 shares 30$663<0.01%Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$654<0.01%Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$641<0.01%Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 127 shares; 2025Q1: not loaded; 2025Q2: 87 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 42 shares 42$639<0.01%Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$612<0.01%Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 703 shares; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$611<0.01%Timeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$609<0.01%Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 218 shares; 2025Q1: not loaded; 2025Q2: 23 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$587<0.01%Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$578<0.01%Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$571<0.01%Timeline
RSPCINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 97 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 16 shares 16$565<0.01%Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$563<0.01%Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: not loaded; 2025Q2: 14 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 14 shares 14$553<0.01%Timeline
TCEHYTENCENT HOLDINGS LTD-UNS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$552<0.01%Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 24 shares; 2025Q1: not loaded; 2025Q2: 17 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$510<0.01%Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$509<0.01%Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11 shares 11$507<0.01%Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 9 shares 9$507<0.01%Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not loaded; 2025Q2: 24 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 24 shares 24$496<0.01%Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 83 shares; 2025Q1: not loaded; 2025Q2: 87 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$480<0.01%Timeline
WESTWOOD INCOME OPPORTUNITY…WESTWOOD INCOME OPPORTUNITY INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 36 shares 36$478<0.01%
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 811 shares; 2025Q1: not loaded; 2025Q2: 107 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$472<0.01%Timeline
OBEOBSIDIAN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: not loaded; 2025Q2: 57 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 57 shares 57$463<0.01%Timeline
GMEWSGAMESTOP CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 160 shares 160$446<0.01%Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 148 shares; 2025Q1: not loaded; 2025Q2: 34 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$441<0.01%Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$441<0.01%Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: not loaded; 2025Q2: 166 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$418<0.01%Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$415<0.01%Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 24 shares; 2025Q1: not loaded; 2025Q2: 13 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 13 shares 13$414<0.01%Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 385 shares; 2025Q1: not loaded; 2025Q2: 192 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$395<0.01%Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$394<0.01%Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 28 shares; 2025Q1: not loaded; 2025Q2: 8 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$392<0.01%Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 10 shares 10$383<0.01%Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$380<0.01%Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$367<0.01%Timeline
CURLFCURALEAF HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 33 shares 33$357<0.01%Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$343<0.01%Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$336<0.01%Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$333<0.01%Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 8 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$321<0.01%Timeline
ORANYORANGE-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 17 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 17 shares 17$320<0.01%Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$300<0.01%Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 27 shares; 2025Q1: not loaded; 2025Q2: 20 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$283<0.01%Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$273<0.01%Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$270<0.01%Timeline
OCEAN PARK TACTICAL MUNICIP…OCEAN PARK TACTICAL MUNICIPAL INS…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11 shares 11$268<0.01%
ITEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$266<0.01%Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$260<0.01%Timeline
PIMCO INTERNATIONAL BOND (U…PIMCO INTERNATIONAL BOND (USD-HDG…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 26 shares 26$259<0.01%
RSPRINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 45 shares; 2025Q1: not loaded; 2025Q2: 39 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$256<0.01%Timeline
XBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: not loaded; 2025Q2: 220 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$250<0.01%Timeline
PIMCO EMERGING MKTS LCL CCY…PIMCO EMERGING MKTS LCL CCY AND B…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 38 shares 38$242<0.01%
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$238<0.01%Timeline
FPA NEW INCOME INCFPA NEW INCOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 24 shares 24$237<0.01%
TIMBTIM S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not loaded; 2025Q2: 11 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11 shares 11$236<0.01%Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$233<0.01%Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$233<0.01%Timeline
SHPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$231<0.01%Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: not loaded; 2025Q2: 96 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$218<0.01%Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$207<0.01%Timeline
UGPULTRAPAR PARTICIPACOES SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: not loaded; 2025Q2: 41 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 41 shares 41$206<0.01%Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$197<0.01%Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$194<0.01%Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$191<0.01%Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 17 shares 17$190<0.01%Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$184<0.01%Timeline
MKTAYMAKITA CORP SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$179<0.01%Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$168<0.01%Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$165<0.01%Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$165<0.01%Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 817 shares; 2025Q1: not loaded; 2025Q2: 390 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$164<0.01%Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$164<0.01%Timeline
TRMDTORM PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$156<0.01%Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 76 shares; 2025Q1: not loaded; 2025Q2: 61 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$153<0.01%Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$153<0.01%Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: not loaded; 2025Q2: 19 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 19 shares 19$153<0.01%Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$146<0.01%Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: not loaded; 2025Q2: 555 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$143<0.01%Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$143<0.01%Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$138<0.01%Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 92 shares; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$138<0.01%Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$137<0.01%Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: not loaded; 2025Q2: 17 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 17 shares 17$132<0.01%Timeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,723 shares; 2025Q1: not loaded; 2025Q2: 278 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$126<0.01%Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$124<0.01%Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$122<0.01%Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$119<0.01%Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$114<0.01%Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$105<0.01%Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$101<0.01%Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303 shares; 2024Q4: 305 shares; 2025Q1: not loaded; 2025Q2: 304 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$101<0.01%Timeline
VYXNCR VOYIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12 shares 12$98<0.01%Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 148 shares; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$95<0.01%Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 14 shares; 2025Q1: not loaded; 2025Q2: 13 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$95<0.01%Timeline
ALLSPRING CORE PLUS BOND IN…ALLSPRING CORE PLUS BOND INSTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 8 shares 8$93<0.01%
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 31 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$92<0.01%Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$84<0.01%Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$82<0.01%Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$71<0.01%Timeline
MFS GROWTH IMFS GROWTH IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 0 shares 0$71<0.01%Amount filed as zero, left out of ratios.
CWBHFCHARLOTTES WEB HLDGS INC COM (Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 208 shares 208$68<0.01%Timeline
COUNTERPOINT TACTICAL MUNIC…COUNTERPOINT TACTICAL MUNICIPAL IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$65<0.01%
PGIM HIGH YIELD ZPGIM HIGH YIELD ZQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 13 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 13 shares 13$64<0.01%
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not loaded; 2025Q2: 11 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 11 shares 11$63<0.01%Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 27 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$62<0.01%Timeline
TOEWS MANAGED RISK EQUITYTOEWS MANAGED RISK EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$61<0.01%
PGIM SHORT DURATION HIGH YI…PGIM SHORT DURATION HIGH YIELD IN…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$60<0.01%
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$59<0.01%Timeline
NEONEOGENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$58<0.01%Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$54<0.01%Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: not loaded; 2025Q2: 14 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$53<0.01%Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$52<0.01%Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$50<0.01%Timeline
EATON VANCE CORE PLUS BOND …EATON VANCE CORE PLUS BOND FUND C…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 5 shares 5$50<0.01%
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$49<0.01%Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: not loaded; 2025Q2: 38 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$47<0.01%Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$47<0.01%Timeline
INVESCO CORPORATE BOND YINVESCO CORPORATE BOND YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 7 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$46<0.01%
EATON VANCE FLOATING-RATE &…EATON VANCE FLOATING-RATE & HI IN…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 2,840 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 6 shares 6$43<0.01%
CRZBYCOMMERZBANK JUNGE SHS ADR SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$42<0.01%Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 18 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$41<0.01%Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$41<0.01%Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: not loaded; 2025Q2: 47 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$40<0.01%Timeline
TEOTELECOM ARGENTINA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: not loaded; 2025Q2: 53 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$39<0.01%Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$38<0.01%Timeline
ONLORION PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 12 shares 12$35<0.01%Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: not loaded; 2025Q2: 27 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$34<0.01%Timeline
JPMORGAN EQUITY INCOME R6JPMORGAN EQUITY INCOME R6Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$33<0.01%
AMERICAN FUNDS AMERICAN HIG…AMERICAN FUNDS AMERICAN HIGH-INC …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$31<0.01%
ALLSPRING SPECTRUM INCOME A…ALLSPRING SPECTRUM INCOME ALLC AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$31<0.01%
GRWGGROWGENERATION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 20 shares 20$30<0.01%Timeline
BVNCOMPANIA DE MINAS BUENAVENTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$29<0.01%Timeline
JHANCOCK BOND R6JHANCOCK BOND R6Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$29<0.01%
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$27<0.01%Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$27<0.01%Timeline
LORD ABBETT BOND DEBENTURE …LORD ABBETT BOND DEBENTURE F3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 4 shares 4$25<0.01%
BOND FUND OF AMERICA (THE)BOND FUND OF AMERICA (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$24<0.01%
MBRFYMARFRIG ALIMENTOS SA SPONSOREDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 7 shares 7$24<0.01%Timeline
COHEN & STEERS REAL ESTATE …COHEN & STEERS REAL ESTATE SECURI…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$24<0.01%
VEOEYVEOLIA ENVIRONNEMENT-ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$21<0.01%Timeline
JPMORGAN GOVERNMENT BOND IJPMORGAN GOVERNMENT BOND IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$21<0.01%
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$20<0.01%Timeline
JPMORGAN CORE PLUS BOND R6JPMORGAN CORE PLUS BOND R6Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 3 shares 3$19<0.01%
JPMORGAN STRATEGIC INCOME O…JPMORGAN STRATEGIC INCOME OPPORTS…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$19<0.01%
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 31 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$17<0.01%Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$17<0.01%Timeline
JBAXYJULIUS BAER GROUP LTD UNSPONSOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$17<0.01%Timeline
PGIM TOTAL RETURN BOND ZPGIM TOTAL RETURN BOND ZQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$17<0.01%
FRANKLIN FEDERAL TAX FREE I…FRANKLIN FEDERAL TAX FREE INCOME AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$17<0.01%
LORD ABBETT INVESTMENT GRAD…LORD ABBETT INVESTMENT GRADE FLTN…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$16<0.01%
BLACKROCK LOW DURATION BOND…BLACKROCK LOW DURATION BOND INV AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$14<0.01%
LORD ABBETT FLOATING RATE ILORD ABBETT FLOATING RATE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 827 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$14<0.01%
HONG KONG AND CHINA GAS SP…HONG KONG AND CHINA GAS SP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 15 shares 15$12<0.01%
VANGUARD INTERM-TERM TX-EX …VANGUARD INTERM-TERM TX-EX INVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$12<0.01%
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$11<0.01%Timeline
BLACKROCK MULTI-ASSET INCOM…BLACKROCK MULTI-ASSET INCOME PORT…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$10<0.01%
SEKEYSEIKO EPSON CORP UNSPONSORED AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$8<0.01%Timeline
LORD ABBETT INVT TRLORD ABBETT INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$7<0.01%
NCRANOCERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: not loaded; 2025Q2: 55 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 55 shares 55$5<0.01%Timeline
HARTFORD WORLD BOND FHARTFORD WORLD BOND FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 1 shares 1$5<0.01%
IBIOIBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$4<0.01%Timeline
Unit CorpUnit CorpQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not loaded; 2026Q2: 2 shares 2$4<0.01%

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001683168-26-005984 base2026-08-05acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001683168-26-005984 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001683168-25-005819 Quarter ended 2025-06-302025-08-08acceptance time not in the bulk data set
13F-HR 0001683168-25-001034 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001683168-24-008078 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001683168-19-000243 Quarter ended 2018-12-312019-02-04acceptance time not in the bulk data set
13F-HR 0001683168-18-001205 Quarter ended 2018-03-312018-05-04acceptance time not in the bulk data set
13F-HR 0001683168-18-000387 Quarter ended 2017-12-312018-02-13acceptance time not in the bulk data set