Skip to content

Financial Life Planners

Follow

13F filer, CIK 2053368, TEMPE, AZ

Financial Life Planners reported $155,625,076 across 339 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 72.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053368-26-000003

Period
2026-06-30
Reported value
$156M
Holdings
339
Top 10 weight
72.97%
New
8
Sold out
36

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+25,823$2.27M
IVVadded+1,786$1.34M
IWMadded+3,349$1.01M
QQQadded+1,362$1M
XBIadded+5,038$797K

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLTRreduced-3,186-$372K
HOODreduced-3,126-$313K
SPYMreduced-2,309-$203K
XLFreduced-2,911-$156K
AAPLreduced-488-$141K

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002053368-26-000003, largest first. % of portfolio is the value over $155,625,076, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,201 shares; 2025Q1: 45,680 shares; 2025Q2: 49,287 shares; 2025Q3: 50,928 shares; 2025Q4: 52,111 shares; 2026Q1: 51,962 shares; 2026Q2: 53,324 shares 53,324$39.3M25.23%+1,362Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,634 shares; 2025Q1: 36,475 shares; 2025Q2: 39,440 shares; 2025Q3: 40,992 shares; 2025Q4: 41,934 shares; 2026Q1: 42,107 shares; 2026Q2: 43,893 shares 43,893$32.9M21.12%+1,786Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83,790 shares; 2025Q1: 78,475 shares; 2025Q2: 78,622 shares; 2025Q3: 77,489 shares; 2025Q4: 77,337 shares; 2026Q1: 76,546 shares; 2026Q2: 77,281 shares 77,281$15.5M9.94%+735Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,790 shares; 2025Q1: 29,974 shares; 2025Q2: 26,071 shares; 2025Q3: 24,828 shares; 2025Q4: 24,876 shares; 2026Q1: 24,556 shares; 2026Q2: 24,068 shares 24,068$6.96M4.48%-488Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,112 shares; 2025Q1: not reported; 2025Q2: 38,009 shares; 2025Q3: 40,687 shares; 2025Q4: 41,395 shares; 2026Q1: 41,121 shares; 2026Q2: 37,995 shares 37,995$3.81M2.45%-3,126Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,067 shares; 2025Q1: 6,960 shares; 2025Q2: 7,999 shares; 2025Q3: 7,688 shares; 2025Q4: 7,454 shares; 2026Q1: 7,384 shares; 2026Q2: 7,182 shares 7,182$3.59M2.31%-202Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,891 shares; 2025Q1: 13,413 shares; 2025Q2: 9,060 shares; 2025Q3: 8,900 shares; 2025Q4: 8,812 shares; 2026Q1: 8,600 shares; 2026Q2: 8,344 shares 8,344$3.11M2%-256Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,705 shares; 2025Q3: 28,921 shares; 2025Q4: 29,513 shares; 2026Q1: 28,866 shares; 2026Q2: 25,680 shares 25,680$3M1.93%-3,186Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,114 shares; 2025Q1: 7,120 shares; 2025Q2: 7,297 shares; 2025Q3: 7,305 shares; 2025Q4: 7,227 shares; 2026Q1: 6,522 shares; 2026Q2: 32,345 shares 32,345$2.84M1.83%+25,823Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,337 shares; 2025Q1: 5,000 shares; 2025Q2: 4,038 shares; 2025Q3: 3,914 shares; 2025Q4: 3,881 shares; 2026Q1: 3,808 shares; 2026Q2: 3,755 shares 3,755$2.64M1.7%-53Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,443 shares; 2025Q2: 2,800 shares; 2025Q3: 2,814 shares; 2025Q4: 2,761 shares; 2026Q1: 2,705 shares; 2026Q2: 2,715 shares 2,715$2.54M1.63%+10Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,228 shares; 2025Q1: 3,141 shares; 2025Q2: 2,758 shares; 2025Q3: 2,812 shares; 2025Q4: 2,969 shares; 2026Q1: 2,946 shares; 2026Q2: 2,931 shares 2,931$2.19M1.41%-15Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,894 shares; 2025Q1: 8,530 shares; 2025Q2: 8,547 shares; 2025Q3: 8,441 shares; 2025Q4: 8,718 shares; 2026Q1: 8,578 shares; 2026Q2: 8,752 shares 8,752$2.09M1.34%+174Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,765 shares; 2025Q1: 12,437 shares; 2025Q2: 1,635 shares; 2025Q3: 1,727 shares; 2025Q4: 1,752 shares; 2026Q1: 2,014 shares; 2026Q2: 5,363 shares 5,363$1.61M1.04%+3,349Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,587 shares; 2025Q1: 3,657 shares; 2025Q2: 3,058 shares; 2025Q3: 2,872 shares; 2025Q4: 2,882 shares; 2026Q1: 2,703 shares; 2026Q2: 2,700 shares 2,700$1.41M0.91%-3Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 410 shares; 2025Q2: 474 shares; 2025Q3: 608 shares; 2025Q4: 765 shares; 2026Q1: 783 shares; 2026Q2: 1,084 shares 1,084$1.1M0.7%+301Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 784 shares; 2025Q1: 1,107 shares; 2025Q2: 2,030 shares; 2025Q3: 2,623 shares; 2025Q4: 2,723 shares; 2026Q1: 2,790 shares; 2026Q2: 3,949 shares 3,949$1.06M0.68%+1,159Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 1,749 shares; 2026Q1: 1,737 shares; 2026Q2: 2,657 shares 2,657$1M0.64%+920Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,359 shares; 2025Q1: 54,705 shares; 2025Q2: 56,627 shares; 2025Q3: 56,165 shares; 2025Q4: 53,999 shares; 2026Q1: 52,371 shares; 2026Q2: 47,815 shares 47,815$974K0.63%-4,556Timeline
BTCWWISDOMTREE BITCOIN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,131 shares; 2025Q1: 4,831 shares; 2025Q2: 10,141 shares; 2025Q3: 14,005 shares; 2025Q4: 15,712 shares; 2026Q1: 15,597 shares; 2026Q2: 15,628 shares 15,628$969K0.62%+31Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares; 2026Q2: 5,246 shares 5,246$830K0.53%+5,038Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: not reported; 2026Q1: 191 shares; 2026Q2: 747 shares 747$796K0.51%+556Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,432 shares; 2025Q1: 1,427 shares; 2025Q2: 1,387 shares; 2025Q3: 1,388 shares; 2025Q4: 1,390 shares; 2026Q1: 1,391 shares; 2026Q2: 5,970 shares 5,970$741K0.48%+4,579Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,322 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,533 shares; 2025Q4: 3,562 shares; 2026Q1: 2,998 shares; 2026Q2: 3,010 shares 3,010$712K0.46%+12Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,738 shares; 2025Q1: 12,112 shares; 2025Q2: 12,025 shares; 2025Q3: 12,085 shares; 2025Q4: 11,997 shares; 2026Q1: 12,062 shares; 2026Q2: 12,115 shares 12,115$690K0.44%+53Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,022 shares; 2025Q1: 33,364 shares; 2025Q2: 34,715 shares; 2025Q3: 33,225 shares; 2025Q4: 32,726 shares; 2026Q1: 33,061 shares; 2026Q2: 33,393 shares 33,393$652K0.42%+332Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,358 shares; 2025Q1: 3,348 shares; 2025Q2: 3,364 shares; 2025Q3: 3,388 shares; 2025Q4: 3,401 shares; 2026Q1: 3,412 shares; 2026Q2: 3,426 shares 3,426$650K0.42%+14Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,736 shares; 2025Q1: 1,711 shares; 2025Q2: 1,579 shares; 2025Q3: 1,538 shares; 2025Q4: 1,530 shares; 2026Q1: 1,518 shares; 2026Q2: 1,509 shares 1,509$635K0.41%-9Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 902 shares; 2025Q1: 1,157 shares; 2025Q2: 1,159 shares; 2025Q3: 1,209 shares; 2025Q4: 1,216 shares; 2026Q1: 1,187 shares; 2026Q2: 1,126 shares 1,126$634K0.41%-61Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 1,277 shares; 2025Q3: 1,221 shares; 2025Q4: 1,261 shares; 2026Q1: 1,162 shares; 2026Q2: 1,621 shares 1,621$573K0.37%+459Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 722 shares; 2025Q2: 696 shares; 2025Q3: 697 shares; 2025Q4: 700 shares; 2026Q1: 701 shares; 2026Q2: 799 shares 799$549K0.35%+98Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: not reported; 2026Q1: 235 shares; 2026Q2: 443 shares 443$520K0.33%+208Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,064 shares; 2025Q1: 1,066 shares; 2025Q2: 948 shares; 2025Q3: 949 shares; 2025Q4: 951 shares; 2026Q1: 952 shares; 2026Q2: 5,622 shares 5,622$484K0.31%+4,670Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: not reported; 2026Q1: 820 shares; 2026Q2: 820 shares 820$476K0.31%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,922 shares; 2025Q1: 14,186 shares; 2025Q2: 14,415 shares; 2025Q3: 11,657 shares; 2025Q4: 11,620 shares; 2026Q1: 11,470 shares; 2026Q2: 8,559 shares 8,559$459K0.29%-2,911Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,066 shares; 2025Q1: 5,089 shares; 2025Q2: 4,297 shares; 2025Q3: 4,317 shares; 2025Q4: 4,340 shares; 2026Q1: 4,359 shares; 2026Q2: 4,292 shares 4,292$456K0.29%-67Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,236 shares; 2025Q1: 8,067 shares; 2025Q2: 6,455 shares; 2025Q3: 6,361 shares; 2025Q4: 6,217 shares; 2026Q1: 6,089 shares; 2026Q2: 5,893 shares 5,893$454K0.29%-196Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,249 shares; 2025Q1: 8,249 shares; 2025Q2: 8,249 shares; 2025Q3: 8,249 shares; 2025Q4: 8,249 shares; 2026Q1: 8,249 shares; 2026Q2: 8,249 shares 8,249$431K0.28%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,005 shares; 2025Q1: 1,153 shares; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 863 shares; 2026Q1: 864 shares; 2026Q2: 1,184 shares 1,184$423K0.27%+320Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 760 shares; 2026Q1: 786 shares; 2026Q2: 859 shares 859$410K0.26%+73Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,373 shares; 2025Q1: 5,771 shares; 2025Q2: 4,734 shares; 2025Q3: 4,466 shares; 2025Q4: 4,189 shares; 2026Q1: 4,233 shares; 2026Q2: 4,235 shares 4,235$408K0.26%+2Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,922 shares; 2025Q1: 2,063 shares; 2025Q2: 2,072 shares; 2025Q3: 1,775 shares; 2025Q4: 1,713 shares; 2026Q1: 1,638 shares; 2026Q2: 1,643 shares 1,643$398K0.26%+5Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares; 2026Q2: 7,422 shares 7,422$392K0.25%+6,909Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,194 shares; 2025Q1: 991 shares; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: not reported; 2026Q1: 991 shares; 2026Q2: 991 shares 991$351K0.23%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 548 shares; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 878 shares; 2026Q1: 880 shares; 2026Q2: 881 shares 881$329K0.21%+1Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,977 shares; 2025Q1: 5,977 shares; 2025Q2: 5,830 shares; 2025Q3: 5,848 shares; 2025Q4: 5,865 shares; 2026Q1: 5,879 shares; 2026Q2: 3,570 shares 3,570$314K0.2%-2,309Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,121 shares; 2025Q1: 2,362 shares; 2025Q2: 2,806 shares; 2025Q3: 2,684 shares; 2025Q4: 2,954 shares; 2026Q1: 2,593 shares; 2026Q2: 2,138 shares 2,138$312K0.2%-455Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 467 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,096 shares 3,096$300K0.19%+2Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,271 shares; 2025Q1: 19,471 shares; 2025Q2: 20,731 shares; 2025Q3: 19,857 shares; 2025Q4: 20,059 shares; 2026Q1: 18,563 shares; 2026Q2: 14,676 shares 14,676$288K0.18%-3,887Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,780 shares; 2025Q1: 1,581 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 1,490 shares; 2026Q1: 1,492 shares; 2026Q2: 1,583 shares 1,583$283K0.18%+91Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 794 shares; 2025Q2: 871 shares; 2025Q3: 908 shares; 2025Q4: 912 shares; 2026Q1: 855 shares; 2026Q2: 859 shares 859$281K0.18%+4Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,245 shares; 2025Q1: 5,245 shares; 2025Q2: not reported; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160$276K0.18%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,075 shares; 2025Q1: 1,898 shares; 2025Q2: 1,916 shares; 2025Q3: 1,933 shares; 2025Q4: 1,950 shares; 2026Q1: 1,963 shares; 2026Q2: 1,997 shares 1,997$273K0.18%+34Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 3,238 shares; 2025Q2: 2,418 shares; 2025Q3: 2,349 shares; 2025Q4: 2,354 shares; 2026Q1: 2,356 shares; 2026Q2: 2,260 shares 2,260$266K0.17%-96Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 886 shares; 2025Q1: 877 shares; 2025Q2: 882 shares; 2025Q3: 886 shares; 2025Q4: 891 shares; 2026Q1: 896 shares; 2026Q2: 901 shares 901$248K0.16%+5Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,397 shares; 2025Q1: 1,398 shares; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,402 shares; 2026Q1: 1,403 shares; 2026Q2: 1,404 shares 1,404$229K0.15%+1Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: not reported; 2026Q1: 575 shares; 2026Q2: 576 shares 576$227K0.15%+1Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,452 shares; 2025Q1: 1,430 shares; 2025Q2: 1,436 shares; 2025Q3: 1,439 shares; 2025Q4: 1,442 shares; 2026Q1: 1,446 shares; 2026Q2: 1,450 shares 1,450$212K0.14%+4Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 632 shares; 2025Q2: 751 shares; 2025Q3: 741 shares; 2025Q4: 745 shares; 2026Q1: 750 shares; 2026Q2: 754 shares 754$212K0.14%+4Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,483 shares; 2025Q2: 1,202 shares; 2025Q3: 175 shares; 2025Q4: not reported; 2026Q1: 176 shares; 2026Q2: 176 shares 176$211K0.14%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,680 shares; 2025Q1: 2,689 shares; 2025Q2: not reported; 2025Q3: 2,675 shares; 2025Q4: not reported; 2026Q1: 2,696 shares; 2026Q2: 2,706 shares 2,706$199K0.13%+10Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 882 shares; 2025Q1: 887 shares; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: 915 shares 915$191K0.12%+5Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: not reported; 2026Q1: 2,782 shares; 2026Q2: 2,786 shares 2,786$188K0.12%+4Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 487 shares; 2026Q2: 500 shares 500$184K0.12%+13Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 953 shares; 2025Q1: 1,351 shares; 2025Q2: not reported; 2025Q3: 1,463 shares; 2025Q4: not reported; 2026Q1: 3,368 shares; 2026Q2: 3,305 shares 3,305$176K0.11%-63Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,258 shares; 2025Q1: 23,839 shares; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: not reported; 2026Q1: 1,651 shares; 2026Q2: 1,677 shares 1,677$174K0.11%+26Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,853 shares; 2025Q1: 3,649 shares; 2025Q2: not reported; 2025Q3: 3,682 shares; 2025Q4: not reported; 2026Q1: 3,710 shares; 2026Q2: 3,074 shares 3,074$174K0.11%-636Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,025 shares; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: not reported; 2026Q1: 826 shares; 2026Q2: 815 shares 815$173K0.11%-11Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,685 shares; 2025Q1: 1,476 shares; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: not reported; 2026Q1: 1,249 shares; 2026Q2: 1,254 shares 1,254$171K0.11%+5Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322$166K0.11%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 670 shares; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 670 shares 670$164K0.11%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 381 shares; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: 385 shares 385$158K0.1%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares; 2025Q4: not reported; 2026Q1: 214 shares; 2026Q2: 214 shares 214$155K0.1%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 715 shares; 2025Q1: 686 shares; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 840 shares 840$152K0.1%+8Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,307 shares; 2025Q1: 1,311 shares; 2025Q2: not reported; 2025Q3: 1,320 shares; 2025Q4: not reported; 2026Q1: 1,322 shares; 2026Q2: 1,328 shares 1,328$150K0.1%+6Timeline
SRCE1ST SOURCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 821 shares; 2025Q1: 2,784 shares; 2025Q2: not reported; 2025Q3: 2,818 shares; 2025Q4: not reported; 2026Q1: 2,853 shares; 2026Q2: 1,791 shares 1,791$146K0.09%-1,062Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 444 shares; 2025Q1: 818 shares; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: not reported; 2026Q1: 887 shares; 2026Q2: 894 shares 894$140K0.09%+7Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: not reported; 2025Q3: 1,449 shares; 2025Q4: not reported; 2026Q1: 1,560 shares; 2026Q2: 1,567 shares 1,567$130K0.08%+7Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: not reported; 2026Q1: 665 shares; 2026Q2: 666 shares 666$127K0.08%+1Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 647 shares; 2025Q1: 649 shares; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: not reported; 2026Q1: 555 shares; 2026Q2: 557 shares 557$126K0.08%+2Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 808 shares; 2025Q1: 1,146 shares; 2025Q2: 5,006 shares; 2025Q3: 5,282 shares; 2025Q4: 4,677 shares; 2026Q1: 286 shares; 2026Q2: 219 shares 219$123K0.08%-67Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 106 shares; 2026Q2: 106 shares 106$122K0.08%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 361 shares 361$119K0.08%+1Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 785 shares 785$119K0.08%+2Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200$109K0.07%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: not reported; 2026Q1: 1,255 shares; 2026Q2: 1,260 shares 1,260$104K0.07%+5Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,002 shares; 2025Q4: not reported; 2026Q1: 3,058 shares; 2026Q2: 3,082 shares 3,082$97.7K0.06%+24Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 243 shares; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: not reported; 2026Q1: 227 shares; 2026Q2: 229 shares 229$95K0.06%+2Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 980 shares; 2025Q1: 941 shares; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: not reported; 2026Q1: 630 shares; 2026Q2: 632 shares 632$93.4K0.06%+2Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,906 shares; 2025Q1: 1,902 shares; 2025Q2: 1,854 shares; 2025Q3: 1,832 shares; 2025Q4: 1,717 shares; 2026Q1: 585 shares; 2026Q2: 596 shares 596$93.4K0.06%+11Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: not reported; 2026Q1: 510 shares; 2026Q2: 511 shares 511$93.2K0.06%+1Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 325 shares; 2025Q1: 316 shares; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: not reported; 2026Q1: 260 shares; 2026Q2: 261 shares 261$92.2K0.06%+1Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares; 2025Q4: not reported; 2026Q1: 559 shares; 2026Q2: 659 shares 659$92K0.06%+100Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 379 shares; 2025Q1: 417 shares; 2025Q2: 399 shares; 2025Q3: 364 shares; 2025Q4: 1,820 shares; 2026Q1: 1,080 shares; 2026Q2: 921 shares 921$91.5K0.06%-159Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,651 shares; 2025Q1: 1,407 shares; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: not reported; 2026Q1: 1,118 shares; 2026Q2: 1,119 shares 1,119$90.9K0.06%+1Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: not reported; 2026Q1: 87 shares; 2026Q2: 88 shares 88$85.7K0.06%+1Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 564 shares; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: not reported; 2026Q1: 328 shares; 2026Q2: 350 shares 350$85K0.05%+22Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42$84K0.05%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 367 shares 367$79.4K0.05%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 181 shares 181$77.2K0.05%+36Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: not reported; 2026Q1: 591 shares; 2026Q2: 548 shares 548$75.4K0.05%-43Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: not reported; 2026Q1: 197 shares; 2026Q2: 188 shares 188$74.8K0.05%-9Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: not reported; 2026Q1: 358 shares; 2026Q2: 360 shares 360$72.2K0.05%+2Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 643 shares 643$72K0.05%+1Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 243 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: not reported; 2026Q1: 664 shares; 2026Q2: 668 shares 668$69.1K0.04%+4Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: not reported; 2026Q1: 2,124 shares; 2026Q2: 2,124 shares 2,124$66.7K0.04%0Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: not reported; 2026Q1: 497 shares; 2026Q2: 499 shares 499$66.2K0.04%+2Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: not reported; 2026Q1: 863 shares; 2026Q2: 870 shares 870$65.7K0.04%+7Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 188 shares; 2026Q2: 188 shares 188$63K0.04%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 158 shares 158$62.6K0.04%+1Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: not reported; 2026Q1: 403 shares; 2026Q2: 405 shares 405$61.7K0.04%+2Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: not reported; 2026Q1: 938 shares; 2026Q2: 939 shares 939$59.9K0.04%+1Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: not reported; 2026Q1: 625 shares; 2026Q2: 627 shares 627$57.9K0.04%+2Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: not reported; 2026Q1: 578 shares; 2026Q2: 586 shares 586$55.9K0.04%+8Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: not reported; 2026Q1: 655 shares; 2026Q2: 657 shares 657$55.6K0.04%+2Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 668 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 676 shares 676$54.9K0.04%+1Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: not reported; 2026Q1: 256 shares; 2026Q2: 257 shares 257$54.7K0.04%+1Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 158 shares 158$54K0.03%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400$52.2K0.03%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: not reported; 2026Q1: 326 shares; 2026Q2: 327 shares 327$51.9K0.03%+1Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 675 shares 675$51K0.03%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,337 shares; 2025Q1: 1,342 shares; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: not reported; 2026Q1: 703 shares; 2026Q2: 708 shares 708$50.7K0.03%+5Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: not reported; 2026Q1: 437 shares; 2026Q2: 438 shares 438$50.6K0.03%+1Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 667 shares 667$50.5K0.03%+7Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 202 shares; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 215 shares 215$47K0.03%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 288 shares; 2025Q2: 1,427 shares; 2025Q3: 1,578 shares; 2025Q4: 1,447 shares; 2026Q1: 184 shares; 2026Q2: 134 shares 134$45.8K0.03%-50Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: not reported; 2026Q1: 276 shares; 2026Q2: 277 shares 277$45.4K0.03%+1Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: 164 shares; 2026Q2: 165 shares 165$44.5K0.03%+1Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: not reported; 2026Q1: 131 shares; 2026Q2: 131 shares 131$44.3K0.03%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: not reported; 2026Q1: 415 shares; 2026Q2: 418 shares 418$43.4K0.03%+3Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 45 shares 45$43.2K0.03%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 552 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: not reported; 2026Q1: 574 shares; 2026Q2: 578 shares 578$43K0.03%+4Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 348 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 301 shares 301$42.8K0.03%+1Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 509 shares; 2025Q1: 505 shares; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: not reported; 2026Q1: 381 shares; 2026Q2: 344 shares 344$42.8K0.03%-37Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,457 shares; 2025Q4: not reported; 2026Q1: 3,697 shares; 2026Q2: 3,826 shares 3,826$41.7K0.03%+129Timeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,374 shares; 2025Q4: not reported; 2026Q1: 1,451 shares; 2026Q2: 1,486 shares 1,486$41.7K0.03%+35Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: not reported; 2026Q1: 352 shares; 2026Q2: 353 shares 353$41.5K0.03%+1Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: not reported; 2026Q1: 2,074 shares; 2026Q2: 2,109 shares 2,109$40.3K0.03%+35Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30$39.6K0.03%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 104 shares 104$38.4K0.02%+92Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: 116 shares; 2026Q2: 116 shares 116$36.6K0.02%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 935 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: not reported; 2026Q1: 581 shares; 2026Q2: 582 shares 582$36.6K0.02%+1Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 189 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 147 shares; 2026Q2: 148 shares 148$36.5K0.02%+1Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 97 shares 97$34.4K0.02%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 151 shares; 2026Q2: 151 shares 151$33.9K0.02%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 206 shares 206$33.8K0.02%+1Timeline
BANRBANNER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 478 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: not reported; 2026Q1: 496 shares; 2026Q2: 500 shares 500$33.2K0.02%+4Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: not reported; 2026Q1: 114 shares; 2026Q2: 114 shares 114$32.6K0.02%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: not reported; 2026Q1: 146 shares; 2026Q2: 147 shares 147$32.5K0.02%+1Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: not reported; 2026Q1: 271 shares; 2026Q2: 271 shares 271$32.3K0.02%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: not reported; 2026Q1: 144 shares; 2026Q2: 145 shares 145$31.7K0.02%+1Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: not reported; 2026Q1: 346 shares; 2026Q2: 348 shares 348$31.7K0.02%+2Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: not reported; 2026Q1: 520 shares; 2026Q2: 525 shares 525$31.7K0.02%+5Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: 834 shares; 2026Q2: 845 shares 845$31.2K0.02%+11Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: not reported; 2026Q1: 165 shares; 2026Q2: 166 shares 166$31.2K0.02%+1Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,061 shares; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 1,070 shares 1,070$31K0.02%+3Timeline
NVDLGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 1,035 shares 1,035$30.9K0.02%+690Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180$30.8K0.02%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 160 shares 160$30.4K0.02%+1Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: not reported; 2026Q1: 113 shares; 2026Q2: 114 shares 114$29.6K0.02%+1Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: not reported; 2026Q1: 603 shares; 2026Q2: 617 shares 617$29.6K0.02%+14Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: 126 shares; 2026Q2: 126 shares 126$29K0.02%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: not reported; 2026Q1: 186 shares; 2026Q2: 186 shares 186$28.7K0.02%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 192 shares 192$28.5K0.02%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: not reported; 2026Q1: 320 shares; 2026Q2: 322 shares 322$28.3K0.02%+2Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares; 2026Q2: 170 shares 170$27.8K0.02%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: not reported; 2026Q1: 308 shares; 2026Q2: 312 shares 312$27.7K0.02%+4Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: not reported; 2026Q1: 216 shares; 2026Q2: 216 shares 216$27.6K0.02%0Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 212 shares 212$27.5K0.02%+2Timeline
STXFEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: not reported; 2026Q1: 565 shares; 2026Q2: 566 shares 566$27.3K0.02%+1Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,152 shares; 2025Q4: not reported; 2026Q1: 1,203 shares; 2026Q2: 1,226 shares 1,226$27.3K0.02%+23Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442 shares; 2026Q2: 450 shares 450$27.1K0.02%+8Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 472 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: not reported; 2026Q1: 365 shares; 2026Q2: 370 shares 370$26.6K0.02%+5Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: not reported; 2026Q1: 363 shares; 2026Q2: 365 shares 365$26.5K0.02%+2Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 247 shares 247$26.5K0.02%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13$26K0.02%0Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: not reported; 2026Q1: 177 shares; 2026Q2: 178 shares 178$26K0.02%+1Timeline
PTIRGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: not reported; 2026Q1: 3,063 shares; 2026Q2: 2,762 shares 2,762$25.9K0.02%-301Timeline
AAPUDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares; 2026Q2: 738 shares 738$25.7K0.02%+1Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares; 2026Q2: 69 shares 69$25.2K0.02%+12Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100$25.2K0.02%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: not reported; 2026Q1: 83 shares; 2026Q2: 83 shares 83$24.8K0.02%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 36 shares 36$23.4K0.02%0Timeline
HOOGTHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 756 shares 756$22.7K0.01%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 61 shares 61$22.6K0.01%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44$22.5K0.01%0Timeline
CNBSAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: not reported; 2026Q1: 766 shares; 2026Q2: 766 shares 766$22.4K0.01%0Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: not reported; 2026Q1: 370 shares; 2026Q2: 370 shares 370$22.1K0.01%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: not reported; 2026Q1: 91 shares; 2026Q2: 91 shares 91$21.7K0.01%0Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,658 shares; 2025Q3: 9,848 shares; 2025Q4: not reported; 2026Q1: 8,009 shares; 2026Q2: 2,016 shares 2,016$21.2K0.01%-5,993Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares 67$20.5K0.01%0Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388 shares; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 395 shares 395$20.2K0.01%+2Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: not reported; 2026Q1: 232 shares; 2026Q2: 234 shares 234$19.8K0.01%+2Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: not reported; 2026Q1: 95 shares; 2026Q2: 96 shares 96$19.4K0.01%+1Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: not reported; 2026Q1: 78 shares; 2026Q2: 78 shares 78$18.9K0.01%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: not reported; 2026Q1: 114 shares; 2026Q2: 114 shares 114$18.5K0.01%0Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 97 shares 97$18K0.01%0Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: not reported; 2026Q1: 1,052 shares; 2026Q2: 1,340 shares 1,340$17.8K0.01%+288Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200$17.8K0.01%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 62 shares 62$17.7K0.01%0Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: not reported; 2026Q1: 197 shares; 2026Q2: 121 shares 121$17.3K0.01%-76Timeline
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,465 shares; 2026Q2: 1,518 shares 1,518$16.9K0.01%+53Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 76 shares 76$16.8K0.01%+1Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: not reported; 2026Q1: 76 shares; 2026Q2: 76 shares 76$16.8K0.01%0Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: not reported; 2026Q1: 312 shares; 2026Q2: 313 shares 313$16.1K0.01%+1Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: not reported; 2026Q1: 480 shares; 2026Q2: 480 shares 480$16K0.01%0Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 1,986 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101$16K0.01%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30$15.7K0.01%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115$15.6K0.01%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: not reported; 2026Q1: 156 shares; 2026Q2: 158 shares 158$15.1K0.01%+2Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares 67$14.8K0.01%0Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138 shares; 2026Q2: 138 shares 138$14.8K0.01%0Timeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: not reported; 2026Q1: 373 shares; 2026Q2: 374 shares 374$14.2K0.01%+1Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 214 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 194 shares 194$14K0.01%+2Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: not reported; 2026Q1: 105 shares; 2026Q2: 106 shares 106$13.9K0.01%+1Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 62 shares 62$13.9K0.01%+1Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 321 shares; 2025Q2: 965 shares; 2025Q3: 981 shares; 2025Q4: 8,469 shares; 2026Q1: 191 shares; 2026Q2: 190 shares 190$13.6K0.01%-1Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: not reported; 2026Q1: 363 shares; 2026Q2: 364 shares 364$13.4K0.01%+1Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 80 shares 80$13.1K0.01%+1Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 51 shares 51$12.9K0.01%+1Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares; 2026Q2: 313 shares 313$12.8K0.01%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: not reported; 2026Q1: 174 shares; 2026Q2: 175 shares 175$12.5K0.01%+1Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: not reported; 2026Q1: 214 shares; 2026Q2: 215 shares 215$12.5K0.01%+1Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 80 shares 80$12.4K0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: 43 shares; 2026Q2: 30 shares 30$12.2K0.01%-13Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares 32$12K0.01%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares 32$11.8K0.01%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135$11.5K0.01%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 124 shares 124$11K0.01%0Timeline
BITXVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: not reported; 2026Q1: 713 shares; 2026Q2: 1,063 shares 1,063$11K0.01%+350Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,986 shares; 2025Q4: not reported; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986$11K0.01%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 87 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 89 shares 89$10.8K0.01%0Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 184 shares 184$10.7K0.01%+60Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: not reported; 2026Q1: 390 shares; 2026Q2: 396 shares 396$10.5K0.01%+6Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 572 shares; 2025Q4: not reported; 2026Q1: 572 shares; 2026Q2: 572 shares 572$10.3K0.01%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 115 shares 115$10.2K0.01%0Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: not reported; 2026Q1: 224 shares; 2026Q2: 224 shares 224$10.2K0.01%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: not reported; 2026Q1: 135 shares; 2026Q2: 136 shares 136$9.98K0.01%+1Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 23 shares 23$9.61K0.01%+1Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721 shares; 2026Q2: 724 shares 724$9.24K0.01%+3Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100$9.07K0.01%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 251 shares; 2026Q2: 251 shares 251$8.51K0.01%0Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: not reported; 2026Q1: 684 shares; 2026Q2: 684 shares 684$8.13K0.01%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10$7.63K<0.01%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares; 2026Q2: 83 shares 83$7.56K<0.01%+1Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24$7.41K<0.01%0Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200$7.38K<0.01%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50$7.23K<0.01%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 141 shares 141$7.13K<0.01%-16Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 57 shares 57$6.79K<0.01%+50Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50$6.77K<0.01%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16$6.64K<0.01%0Timeline
AVLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares; 2026Q2: 147 shares 147$6.5K<0.01%0Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: not reported; 2026Q1: 809 shares; 2026Q2: 812 shares 812$6.48K<0.01%+3Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40$6.43K<0.01%0Timeline
RRRICHTECH ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 3,000 shares 3,000$6.33K<0.01%+1,000Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 611 shares; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42$6.2K<0.01%0Timeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: not reported; 2026Q1: 666 shares; 2026Q2: 666 shares 666$5.85K<0.01%0Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: not reported; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140$5.79K<0.01%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares 11$5.68K<0.01%0Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 61 shares 61$5.52K<0.01%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$5.42K<0.01%newTimeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 46 shares 46$5.03K<0.01%+1Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100$4.78K<0.01%0Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 31 shares 31$4.75K<0.01%+1Timeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares; 2026Q2: 144 shares 144$4.71K<0.01%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15$4.7K<0.01%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 47 shares 47$4.49K<0.01%0Timeline
XRPCCANARY XRP ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396 shares; 2026Q2: 396 shares 396$4.39K<0.01%0Timeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500$4.38K<0.01%0Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44$4.21K<0.01%0Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,030 shares; 2025Q3: 49,612 shares; 2025Q4: 56,084 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107$4.21K<0.01%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22$4.12K<0.01%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40$3.98K<0.01%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42$3.87K<0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 26 shares 26$3.8K<0.01%-49Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 33 shares 33$3.73K<0.01%+1Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100$3.4K<0.01%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13$3.28K<0.01%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 52 shares 52$3.18K<0.01%0Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13$3.07K<0.01%0Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 819 shares; 2026Q2: 819 shares 819$3.01K<0.01%0Timeline
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100$2.86K<0.01%newTimeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 42 shares 42$2.11K<0.01%+1Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 17 shares 17$2.08K<0.01%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6$2.05K<0.01%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4$2.01K<0.01%0Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: not reported; 2026Q1: 49 shares; 2026Q2: 49 shares 49$1.86K<0.01%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 17 shares 17$1.73K<0.01%-6Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares; 2026Q2: 99 shares 99$1.72K<0.01%0Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares 27$1.5K<0.01%0Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21$1.37K<0.01%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10$1.35K<0.01%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13$1.27K<0.01%0Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 17 shares 17$1.26K<0.01%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 4 shares 4$1.22K<0.01%+2Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7$1.17K<0.01%0Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44$1.14K<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 207 shares 207$1.05K<0.01%0Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50$983<0.01%0Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 978 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18$822<0.01%0Timeline
NNOXNANO X IMAGING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 534 shares 534$620<0.01%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20$591<0.01%0Timeline
MJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21$552<0.01%0Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 105 shares 105$509<0.01%+2Timeline
NVAXNOVAVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: not reported; 2026Q1: 49 shares; 2026Q2: 49 shares 49$462<0.01%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2$448<0.01%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2$443<0.01%newTimeline
NACPTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7$441<0.01%0Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3$405<0.01%0Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18$391<0.01%0Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4$361<0.01%0Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2$316<0.01%0Timeline
GPROGOPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400$312<0.01%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2$303<0.01%0Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29$223<0.01%0Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$184<0.01%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7$173<0.01%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3$172<0.01%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2$166<0.01%0Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$135<0.01%0Timeline
CGCCANOPY GROWTH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: not reported; 2026Q1: 114 shares; 2026Q2: 114 shares 114$109<0.01%0Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares 0$98<0.01%0Amount filed as zero, left out of ratios.Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$89<0.01%0Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares 0$87<0.01%0Amount filed as zero, left out of ratios.Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$83<0.01%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares 0$72<0.01%0Amount filed as zero, left out of ratios.Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$64<0.01%0Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$63<0.01%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$55<0.01%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 0 shares 0$51<0.01%-2Amount filed as zero, left out of ratios.Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6$47<0.01%0Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares 0$42<0.01%0Amount filed as zero, left out of ratios.Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1$33<0.01%0Timeline
MFAMFA FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3$31<0.01%0Timeline
SPCEVIRGIN GALACTIC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10$29<0.01%0Timeline
ALTOALTO INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4$23<0.01%0Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares 0$16<0.01%0Amount filed as zero, left out of ratios.Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116 shares; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 0 shares 0$7<0.01%0Amount filed as zero, left out of ratios.Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
PKSTPEAKSTONE REALTY TRUST3,375$70.5Kshares
UFEBINNOVATOR ETFS TRUST966$35.1Kshares
DDDUPONT DE NEMOURS INC344$15.8Kshares
XSWSPDR SERIES TRUST109$15.5Kshares
CGUSCAPITAL GROUP CORE EQUITY ET342$13.1Kshares
AOAISHARES TR133$11.8Kshares
CGCBCAPITAL GRP FIXED INCM ETF T440$11.6Kshares
BLOKAMPLIFY ETF TR227$11.3Kshares
CGDVCAPITAL GROUP DIVIDEND VALUE204$8.68Kshares
NFXLDIREXION SHARES ETF TRUST229$6.87Kshares
CGCPCAPITAL GRP FIXED INCM ETF T299$6.69Kshares
CGMMCAPITAL GROUP EQUITY ETF TR149$4.38Kshares
CGGRCAPITAL GROUP GROWTH ETF108$4.34Kshares
CGIECAPITAL GROUP INTERNATIONAL127$4.3Kshares
GDDYGODADDY INC48$3.97Kshares
CGMSCAPITAL GRP FIXED INCM ETF T134$3.65Kshares
CGNGCAPITAL GROUP NEW GEOGRAPHY108$3.41Kshares
GBILGOLDMAN SACHS ETF TR34$3.41Kshares
CGDGCAPITAL GROUP DIVIDEND GROWE86$3.09Kshares
CGHYCAPITAL GRP FIXED INCM ETF T122$3.05Kshares
CCLCARNIVAL CORP100$2.59Kshares
BSXBOSTON SCIENTIFIC CORP36$2.26Kshares
CGGOCAPITAL GROUP GBL GROWTH EQT64$2.14Kshares
CGIBCAPITAL GRP FIXED INCM ETF T84$2.12Kshares
MUBISHARES TR20$2.12Kshares
CGSDCAPITAL GRP FIXED INCM ETF T71$1.84Kshares
CGUICAPITAL GRP FIXED INCM ETF T61$1.55Kshares
HONHONEYWELL INTL INC5$1.23Kshares
SUSCISHARES TR32$742shares
BNDXVANGUARD CHARLOTTE FDS13$621shares
IAGGISHARES TR10$486shares
STIPISHARES TR4$434shares
JMSIJ P MORGAN EXCHANGE TRADED F7$368shares
VTIPVANGUARD MALVERN FDS4$212shares
ESGDISHARES TR1$101shares
EAGGISHARES TR1$51shares

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 0002053368-26-000003 base2026-07-21acceptance 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 0002053368-26-000003 Quarter ended 2026-06-302026-07-21acceptance time not in the bulk data set
13F-HR 0002053368-26-000002 Quarter ended 2026-03-312026-04-24acceptance time not in the bulk data set
13F-HR 0002053368-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0002053368-25-000005 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0002053368-25-000004 Quarter ended 2025-06-302025-08-08acceptance time not in the bulk data set
13F-HR 0002053368-25-000002 Quarter ended 2025-03-312025-04-23acceptance time not in the bulk data set
13F-HR 0002053368-25-000001 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set