IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,175 shares; 2024Q4: 167,547 shares; 2025Q1: 159,604 shares; 2025Q2: 167,934 shares; 2025Q3: 168,336 shares; 2025Q4: 159,524 shares; 2026Q1: 160,459 shares 160,459 $105M 16.68% +935 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,405 shares; 2024Q4: 294,988 shares; 2025Q1: 316,085 shares; 2025Q2: 342,500 shares; 2025Q3: 330,957 shares; 2025Q4: 334,897 shares; 2026Q1: 370,432 shares 370,432 $36M 5.72% +35,535 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,914 shares; 2024Q4: 94,235 shares; 2025Q1: 111,306 shares; 2025Q2: 102,907 shares; 2025Q3: 104,171 shares; 2025Q4: 104,564 shares; 2026Q1: 115,595 shares 115,595 $28.7M 4.56% +11,031 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,095 shares; 2025Q4: 205,060 shares; 2026Q1: 239,201 shares 239,201 $22.1M 3.51% +34,141 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,656 shares; 2024Q4: 75,598 shares; 2025Q1: 74,146 shares; 2025Q2: 74,210 shares; 2025Q3: 73,188 shares; 2025Q4: 72,919 shares; 2026Q1: 75,977 shares 75,977 $19.3M 3.07% +3,058 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,430 shares; 2025Q4: 174,988 shares; 2026Q1: 180,542 shares 180,542 $17.9M 2.85% +5,554 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925,618 shares; 2024Q4: 930,673 shares; 2025Q1: 1,014,388 shares; 2025Q2: 1,010,092 shares; 2025Q3: 1,012,241 shares; 2025Q4: 1,013,831 shares; 2026Q1: 995,831 shares 995,831 $17.5M 2.79% -18,000 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,821 shares; 2025Q4: 180,887 shares; 2026Q1: 220,342 shares 220,342 $17.1M 2.72% +39,455 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,048 shares; 2025Q4: 192,852 shares; 2026Q1: 195,617 shares 195,617 $14.4M 2.29% +2,765 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,686 shares; 2025Q4: 275,997 shares; 2026Q1: 305,333 shares 305,333 $13.9M 2.22% +29,336 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,238 shares; 2024Q4: 125,752 shares; 2025Q1: 112,008 shares; 2025Q2: 139,346 shares; 2025Q3: 138,014 shares; 2025Q4: 158,574 shares; 2026Q1: 212,216 shares 212,216 $12.1M 1.92% +53,642 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,306 shares; 2024Q4: 317,988 shares; 2025Q1: 315,013 shares; 2025Q2: 293,509 shares; 2025Q3: 292,283 shares; 2025Q4: 280,679 shares; 2026Q1: 279,715 shares 279,715 $10.9M 1.74% -964 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,646 shares; 2024Q4: 22,934 shares; 2025Q1: 21,516 shares; 2025Q2: 21,571 shares; 2025Q3: 22,731 shares; 2025Q4: 22,500 shares; 2026Q1: 24,874 shares 24,874 $9.21M 1.46% +2,374 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,487 shares; 2024Q4: 38,830 shares; 2025Q1: 43,297 shares; 2025Q2: 45,017 shares; 2025Q3: 44,556 shares; 2025Q4: 46,505 shares; 2026Q1: 47,233 shares 47,233 $8.24M 1.31% +728 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,900 shares; 2024Q4: 28,635 shares; 2025Q1: 28,075 shares; 2025Q2: 27,222 shares; 2025Q3: 27,553 shares; 2025Q4: 27,800 shares; 2026Q1: 28,135 shares 28,135 $8.09M 1.29% +335 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,446 shares; 2024Q4: 87,740 shares; 2025Q1: 107,985 shares; 2025Q2: 129,210 shares; 2025Q3: 128,406 shares; 2025Q4: 155,636 shares; 2026Q1: 181,791 shares 181,791 $6.76M 1.08% +26,155 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,149 shares; 2024Q4: 99,657 shares; 2025Q1: 146,403 shares; 2025Q2: 169,388 shares; 2025Q3: 183,594 shares; 2025Q4: 186,192 shares; 2026Q1: 190,316 shares 190,316 $6.74M 1.07% +4,124 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,701 shares; 2024Q4: 221,701 shares; 2025Q1: 221,701 shares; 2025Q2: 205,214 shares; 2025Q3: 186,127 shares; 2025Q4: 186,127 shares; 2026Q1: 134,452 shares 134,452 $5.62M 0.89% -51,675 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,066 shares; 2024Q4: 24,812 shares; 2025Q1: 24,358 shares; 2025Q2: 23,047 shares; 2025Q3: 23,069 shares; 2025Q4: 23,517 shares; 2026Q1: 26,558 shares 26,558 $5.53M 0.88% +3,041 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 15,542 shares; 2025Q1: 14,664 shares; 2025Q2: 14,724 shares; 2025Q3: 17,582 shares; 2025Q4: 17,697 shares; 2026Q1: 17,327 shares 17,327 $5.1M 0.81% -370 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,804 shares; 2024Q4: 10,644 shares; 2025Q1: 10,234 shares; 2025Q2: 9,370 shares; 2025Q3: 9,263 shares; 2025Q4: 40,296 shares; 2026Q1: 65,439 shares 65,439 $4.87M 0.77% +25,143 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,907 shares; 2024Q4: 18,425 shares; 2025Q1: 12,654 shares; 2025Q2: 12,595 shares; 2025Q3: 13,117 shares; 2025Q4: 13,381 shares; 2026Q1: 15,103 shares 15,103 $4.67M 0.74% +1,722 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 12,283 shares; 2025Q1: 10,999 shares; 2025Q2: 9,289 shares; 2025Q3: 10,035 shares; 2025Q4: 9,749 shares; 2026Q1: 20,504 shares 20,504 $4.33M 0.69% +10,755 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,006 shares; 2025Q1: 89,772 shares; 2025Q2: 93,555 shares; 2025Q3: 93,190 shares; 2025Q4: 106,359 shares; 2026Q1: 99,774 shares 99,774 $4.24M 0.67% -6,585 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,735 shares; 2024Q4: 19,610 shares; 2025Q1: 80,660 shares; 2025Q2: 80,660 shares; 2025Q3: 80,660 shares; 2025Q4: 80,660 shares; 2026Q1: 85,149 shares 85,149 $3.93M 0.62% +4,489 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,170 shares; 2024Q4: 95,587 shares; 2025Q1: 95,587 shares; 2025Q2: 77,556 shares; 2025Q3: 77,556 shares; 2025Q4: 77,315 shares; 2026Q1: 89,951 shares 89,951 $3.88M 0.62% +12,636 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,444 shares; 2025Q4: 56,444 shares; 2026Q1: 56,444 shares 56,444 $3.67M 0.58% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,387 shares; 2025Q1: 5,380 shares; 2025Q2: 5,431 shares; 2025Q3: 5,700 shares; 2025Q4: 5,891 shares; 2026Q1: 6,375 shares 6,375 $3.65M 0.58% +484 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,870 shares; 2024Q4: 86,793 shares; 2025Q1: 80,359 shares; 2025Q2: 72,858 shares; 2025Q3: 78,697 shares; 2025Q4: 78,748 shares; 2026Q1: 80,054 shares 80,054 $3.45M 0.55% +1,306 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,135 shares; 2025Q4: 37,491 shares; 2026Q1: 29,533 shares 29,533 $3.13M 0.5% -7,958 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,731 shares; 2025Q4: 11,680 shares; 2026Q1: 38,047 shares 38,047 $3.02M 0.48% +26,367 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,920 shares; 2024Q4: 82,152 shares; 2025Q1: 81,668 shares; 2025Q2: 81,890 shares; 2025Q3: 81,844 shares; 2025Q4: 81,291 shares; 2026Q1: 80,727 shares 80,727 $2.93M 0.47% -564 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,735 shares; 2024Q4: 45,249 shares; 2025Q1: 51,793 shares; 2025Q2: 57,121 shares; 2025Q3: 65,581 shares; 2025Q4: 65,840 shares; 2026Q1: 66,951 shares 66,951 $2.86M 0.46% +1,111 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,409 shares; 2024Q4: 57,732 shares; 2025Q1: 57,360 shares; 2025Q2: 57,112 shares; 2025Q3: 57,100 shares; 2025Q4: 56,712 shares; 2026Q1: 56,289 shares 56,289 $2.76M 0.44% -423 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 24,437 shares; 2025Q1: 21,304 shares; 2025Q2: 21,355 shares; 2025Q3: 21,794 shares; 2025Q4: 21,972 shares; 2026Q1: 21,882 shares 21,882 $2.72M 0.43% -90 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,260 shares; 2025Q4: 14,476 shares; 2026Q1: 50,815 shares 50,815 $2.65M 0.42% +36,339 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,750 shares; 2025Q1: 4,004 shares; 2025Q2: 3,909 shares; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares; 2026Q1: 4,560 shares 4,560 $2.63M 0.42% +89 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 26,158 shares; 2025Q1: 45,203 shares; 2025Q2: 45,053 shares; 2025Q3: 45,025 shares; 2025Q4: 45,025 shares; 2026Q1: 57,163 shares 57,163 $2.55M 0.41% +12,138 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,724 shares; 2024Q4: 9,922 shares; 2025Q1: 11,711 shares; 2025Q2: 11,820 shares; 2025Q3: 11,549 shares; 2025Q4: 11,180 shares; 2026Q1: 10,033 shares 10,033 $2.45M 0.39% -1,147 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,143 shares; 2025Q2: 4,600 shares; 2025Q3: 4,336 shares; 2025Q4: 4,321 shares; 2026Q1: 3,700 shares 3,700 $2.41M 0.38% -621 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,697 shares; 2024Q4: 42,145 shares; 2025Q1: 42,835 shares; 2025Q2: 42,694 shares; 2025Q3: 41,976 shares; 2025Q4: 40,720 shares; 2026Q1: 44,380 shares 44,380 $2.37M 0.38% +3,660 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 8,454 shares; 2025Q1: 7,760 shares; 2025Q2: 7,760 shares; 2025Q3: 8,974 shares; 2025Q4: 8,238 shares; 2026Q1: 8,237 shares 8,237 $2.36M 0.38% -1 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,517 shares 75,517 $2.33M 0.37% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 12,324 shares; 2025Q1: 12,438 shares; 2025Q2: 12,553 shares; 2025Q3: 13,594 shares; 2025Q4: 13,537 shares; 2026Q1: 13,656 shares 13,656 $2.32M 0.37% +119 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,514 shares; 2025Q4: 48,514 shares; 2026Q1: 48,514 shares 48,514 $2.28M 0.36% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 11,211 shares; 2025Q1: 12,704 shares; 2025Q2: 12,794 shares; 2025Q3: 14,199 shares; 2025Q4: 14,370 shares; 2026Q1: 15,483 shares 15,483 $2.28M 0.36% +1,113 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,837 shares; 2024Q4: 28,982 shares; 2025Q1: 39,422 shares; 2025Q2: 48,453 shares; 2025Q3: 54,437 shares; 2025Q4: 54,330 shares; 2026Q1: 56,379 shares 56,379 $2.23M 0.36% +2,049 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 2,155 shares; 2025Q1: 2,578 shares; 2025Q2: 2,611 shares; 2025Q3: 2,665 shares; 2025Q4: 2,796 shares; 2026Q1: 2,636 shares 2,636 $2.23M 0.35% -160 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,044 shares; 2025Q1: 9,076 shares; 2025Q2: 9,076 shares; 2025Q3: 8,561 shares; 2025Q4: 14,557 shares; 2026Q1: 17,316 shares 17,316 $2.19M 0.35% +2,759 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,503 shares; 2024Q4: 26,985 shares; 2025Q1: 23,599 shares; 2025Q2: 15,404 shares; 2025Q3: 14,391 shares; 2025Q4: 14,395 shares; 2026Q1: 14,330 shares 14,330 $2.17M 0.35% -65 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,185 shares; 2024Q4: 46,185 shares; 2025Q1: 46,172 shares; 2025Q2: 39,665 shares; 2025Q3: 47,365 shares; 2025Q4: 47,261 shares; 2026Q1: 47,146 shares 47,146 $2.17M 0.34% -115 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares; 2025Q2: 7,325 shares; 2025Q3: 7,449 shares; 2025Q4: 7,449 shares; 2026Q1: 7,449 shares 7,449 $2.14M 0.34% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,752 shares; 2025Q1: 4,081 shares; 2025Q2: 4,144 shares; 2025Q3: 4,125 shares; 2025Q4: 4,317 shares; 2026Q1: 4,453 shares 4,453 $2.13M 0.34% +136 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,957 shares; 2025Q1: 8,088 shares; 2025Q2: 8,304 shares; 2025Q3: 9,254 shares; 2025Q4: 8,562 shares; 2026Q1: 10,181 shares 10,181 $2.11M 0.34% +1,619 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,694 shares; 2024Q4: 24,758 shares; 2025Q1: 13,715 shares; 2025Q2: 17,451 shares; 2025Q3: 18,105 shares; 2025Q4: 18,018 shares; 2026Q1: 17,862 shares 17,862 $2.02M 0.32% -156 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,551 shares; 2025Q4: 8,653 shares; 2026Q1: 8,548 shares 8,548 $1.97M 0.31% -105 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 3,959 shares; 2025Q1: 6,300 shares; 2025Q2: 6,521 shares; 2025Q3: 6,683 shares; 2025Q4: 6,601 shares; 2026Q1: 6,323 shares 6,323 $1.97M 0.31% -278 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,093 shares; 2025Q1: 2,099 shares; 2025Q2: 1,945 shares; 2025Q3: 2,016 shares; 2025Q4: 2,078 shares; 2026Q1: 2,092 shares 2,092 $1.92M 0.31% +14 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,903 shares; 2024Q4: 20,803 shares; 2025Q1: 20,199 shares; 2025Q2: 20,191 shares; 2025Q3: 20,041 shares; 2025Q4: 19,181 shares; 2026Q1: 18,083 shares 18,083 $1.92M 0.3% -1,098 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 5,543 shares; 2025Q1: 5,640 shares; 2025Q2: 5,744 shares; 2025Q3: 6,454 shares; 2025Q4: 5,807 shares; 2026Q1: 5,697 shares 5,697 $1.87M 0.3% -110 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,133 shares; 2025Q1: 14,281 shares; 2025Q2: 14,450 shares; 2025Q3: 15,628 shares; 2025Q4: 16,248 shares; 2026Q1: 8,639 shares 8,639 $1.85M 0.29% -7,609 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,054 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 2,042 shares; 2026Q1: 2,507 shares 2,507 $1.78M 0.28% +465 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,274 shares; 2024Q4: 13,609 shares; 2025Q1: 14,713 shares; 2025Q2: 14,514 shares; 2025Q3: 14,073 shares; 2025Q4: 14,631 shares; 2026Q1: 10,860 shares 10,860 $1.73M 0.28% -3,771 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,127 shares; 2024Q4: 38,440 shares; 2025Q1: 35,976 shares; 2025Q2: 38,576 shares; 2025Q3: 41,139 shares; 2025Q4: 40,373 shares; 2026Q1: 40,334 shares 40,334 $1.72M 0.27% -39 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 11,771 shares; 2025Q1: 13,453 shares; 2025Q2: 13,556 shares; 2025Q3: 13,138 shares; 2025Q4: 13,913 shares; 2026Q1: 15,134 shares 15,134 $1.72M 0.27% +1,221 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 9,380 shares; 2025Q1: 9,567 shares; 2025Q2: 9,609 shares; 2025Q3: 9,372 shares; 2025Q4: 9,710 shares; 2026Q1: 8,818 shares 8,818 $1.7M 0.27% -892 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 3,087 shares; 2025Q4: 3,068 shares; 2026Q1: 3,070 shares 3,070 $1.69M 0.27% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 9,465 shares; 2025Q1: 9,714 shares; 2025Q2: 9,722 shares; 2025Q3: 9,704 shares; 2025Q4: 9,425 shares; 2026Q1: 11,377 shares 11,377 $1.64M 0.26% +1,952 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,098 shares; 2024Q4: 26,019 shares; 2025Q1: 35,906 shares; 2025Q2: 31,256 shares; 2025Q3: 26,337 shares; 2025Q4: 26,380 shares; 2026Q1: 26,341 shares 26,341 $1.62M 0.26% -39 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,159 shares; 2025Q3: 13,109 shares; 2025Q4: 14,144 shares; 2026Q1: 5,577 shares 5,577 $1.6M 0.25% -8,567 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 7,207 shares; 2025Q1: 7,559 shares; 2025Q2: 7,641 shares; 2025Q3: 7,430 shares; 2025Q4: 6,731 shares; 2026Q1: 7,344 shares 7,344 $1.6M 0.25% +613 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares; 2026Q1: 6,665 shares 6,665 $1.59M 0.25% +143 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,045 shares; 2025Q4: 51,045 shares; 2026Q1: 51,045 shares 51,045 $1.55M 0.25% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,748 shares; 2024Q4: 10,571 shares; 2025Q1: 10,625 shares; 2025Q2: 10,849 shares; 2025Q3: 10,141 shares; 2025Q4: 10,376 shares; 2026Q1: 11,888 shares 11,888 $1.53M 0.24% +1,512 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,042 shares; 2024Q4: 30,913 shares; 2025Q1: 28,676 shares; 2025Q2: 28,289 shares; 2025Q3: 28,313 shares; 2025Q4: 28,281 shares; 2026Q1: 28,927 shares 28,927 $1.52M 0.24% +646 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,543 shares; 2024Q4: 8,098 shares; 2025Q1: 23,534 shares; 2025Q2: 25,233 shares; 2025Q3: 26,732 shares; 2025Q4: 22,198 shares; 2026Q1: 29,982 shares 29,982 $1.51M 0.24% +7,784 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,724 shares; 2024Q4: 26,362 shares; 2025Q1: 30,775 shares; 2025Q2: 27,605 shares; 2025Q3: 30,086 shares; 2025Q4: 30,028 shares; 2026Q1: 30,894 shares 30,894 $1.48M 0.24% +866 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,276 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 887 shares; 2025Q4: 9,371 shares; 2026Q1: 15,363 shares 15,363 $1.48M 0.24% +5,992 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 12,978 shares; 2025Q1: 15,596 shares; 2025Q2: 15,784 shares; 2025Q3: 15,825 shares; 2025Q4: 16,606 shares; 2026Q1: 15,184 shares 15,184 $1.43M 0.23% -1,422 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 5,226 shares; 2025Q1: 4,364 shares; 2025Q2: 4,343 shares; 2025Q3: 6,149 shares; 2025Q4: 4,536 shares; 2026Q1: 4,561 shares 4,561 $1.38M 0.22% +25 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,226 shares; 2024Q4: 38,361 shares; 2025Q1: 38,080 shares; 2025Q2: 36,967 shares; 2025Q3: 37,527 shares; 2025Q4: 37,352 shares; 2026Q1: 34,441 shares 34,441 $1.38M 0.22% -2,911 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,677 shares; 2024Q4: 30,187 shares; 2025Q1: 30,113 shares; 2025Q2: 30,113 shares; 2025Q3: 29,454 shares; 2025Q4: 29,454 shares; 2026Q1: 29,454 shares 29,454 $1.36M 0.22% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,274 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares; 2025Q4: 4,403 shares; 2026Q1: 17,061 shares 17,061 $1.36M 0.22% +12,658 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,317 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 3,790 shares; 2025Q4: 3,899 shares; 2026Q1: 5,517 shares 5,517 $1.34M 0.21% +1,618 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,748 shares; 2024Q4: 24,472 shares; 2025Q1: 24,472 shares; 2025Q2: 27,443 shares; 2025Q3: 27,443 shares; 2025Q4: 25,628 shares; 2026Q1: 25,398 shares 25,398 $1.34M 0.21% -230 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 10,296 shares; 2025Q1: 9,208 shares; 2025Q2: 8,024 shares; 2025Q3: 8,010 shares; 2025Q4: 8,179 shares; 2026Q1: 8,047 shares 8,047 $1.33M 0.21% -132 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,937 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 3,148 shares; 2025Q4: 3,150 shares; 2026Q1: 3,118 shares 3,118 $1.33M 0.21% -32 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,139 shares; 2025Q2: 1,164 shares; 2025Q3: 1,171 shares; 2025Q4: 1,224 shares; 2026Q1: 1,363 shares 1,363 $1.31M 0.21% +139 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,756 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares; 2025Q3: 9,535 shares; 2025Q4: 9,532 shares; 2026Q1: 9,634 shares 9,634 $1.31M 0.21% +102 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,834 shares; 2025Q2: 8,350 shares; 2025Q3: 7,996 shares; 2025Q4: 8,448 shares; 2026Q1: 7,900 shares 7,900 $1.3M 0.21% -548 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,506 shares; 2025Q1: 5,926 shares; 2025Q2: 6,060 shares; 2025Q3: 5,768 shares; 2025Q4: 6,089 shares; 2026Q1: 3,729 shares 3,729 $1.27M 0.2% -2,360 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,156 shares; 2025Q1: 4,123 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: 2,932 shares 2,932 $1.26M 0.2% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: not reported; 2025Q1: 13,482 shares; 2025Q2: 14,002 shares; 2025Q3: 15,571 shares; 2025Q4: 14,138 shares; 2026Q1: 16,579 shares 16,579 $1.26M 0.2% +2,441 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,298 shares; 2025Q1: 7,686 shares; 2025Q2: 7,747 shares; 2025Q3: 7,568 shares; 2025Q4: 7,908 shares; 2026Q1: 9,525 shares 9,525 $1.25M 0.2% +1,617 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,240 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares; 2026Q1: 14,199 shares 14,199 $1.25M 0.2% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 20,240 shares; 2025Q1: 15,980 shares; 2025Q2: 15,922 shares; 2025Q3: 15,900 shares; 2025Q4: 16,600 shares; 2026Q1: 17,119 shares 17,119 $1.25M 0.2% +519 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,685 shares; 2025Q1: 1,907 shares; 2025Q2: 1,917 shares; 2025Q3: 1,850 shares; 2025Q4: 1,932 shares; 2026Q1: 2,061 shares 2,061 $1.25M 0.2% +129 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,477 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares 3,464 $1.24M 0.2% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,560 shares; 2025Q1: 29,118 shares; 2025Q2: 30,198 shares; 2025Q3: 26,918 shares; 2025Q4: 26,971 shares; 2026Q1: 16,910 shares 16,910 $1.24M 0.2% -10,061 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,411 shares; 2024Q4: 10,061 shares; 2025Q1: 11,023 shares; 2025Q2: 7,616 shares; 2025Q3: 9,373 shares; 2025Q4: 9,373 shares; 2026Q1: 9,414 shares 9,414 $1.17M 0.19% +41 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,136 shares; 2025Q1: 2,483 shares; 2025Q2: 2,516 shares; 2025Q3: 2,436 shares; 2025Q4: 2,550 shares; 2026Q1: 2,692 shares 2,692 $1.17M 0.19% +142 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 9,828 shares; 2025Q1: 10,635 shares; 2025Q2: 10,729 shares; 2025Q3: 10,350 shares; 2025Q4: 10,855 shares; 2026Q1: 10,887 shares 10,887 $1.16M 0.18% +32 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,727 shares; 2024Q4: 24,268 shares; 2025Q1: 28,470 shares; 2025Q2: 32,008 shares; 2025Q3: 34,407 shares; 2025Q4: 34,479 shares; 2026Q1: 35,337 shares 35,337 $1.16M 0.18% +858 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,829 shares; 2025Q1: 3,929 shares; 2025Q2: 3,939 shares; 2025Q3: 3,819 shares; 2025Q4: 4,013 shares; 2026Q1: 5,303 shares 5,303 $1.16M 0.18% +1,290 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 8,884 shares; 2025Q4: 17,768 shares; 2026Q1: 18,697 shares 18,697 $1.15M 0.18% +929 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783 shares 3,783 $1.14M 0.18% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,086 shares; 2025Q1: 3,571 shares; 2025Q2: 3,626 shares; 2025Q3: 3,545 shares; 2025Q4: 3,817 shares; 2026Q1: 3,304 shares 3,304 $1.14M 0.18% -513 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,130 shares; 2024Q4: 15,446 shares; 2025Q1: 40,035 shares; 2025Q2: 36,184 shares; 2025Q3: 36,053 shares; 2025Q4: 37,930 shares; 2026Q1: 38,841 shares 38,841 $1.13M 0.18% +911 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,263 shares; 2024Q4: 11,909 shares; 2025Q1: 16,345 shares; 2025Q2: 20,109 shares; 2025Q3: 22,595 shares; 2025Q4: 22,519 shares; 2026Q1: 23,379 shares 23,379 $1.12M 0.18% +860 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,999 shares 3,999 $1.12M 0.18% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,465 shares; 2025Q2: 46,244 shares; 2025Q3: 13,490 shares; 2025Q4: 10,177 shares; 2026Q1: 19,751 shares 19,751 $1.12M 0.18% +9,574 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,010 shares; 2025Q4: 755 shares; 2026Q1: 759 shares 759 $1.12M 0.18% +4 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 12,236 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 13,528 shares; 2025Q4: 13,656 shares; 2026Q1: 14,301 shares 14,301 $1.11M 0.18% +645 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 2,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,060 shares; 2025Q4: 3,374 shares; 2026Q1: 4,046 shares 4,046 $1.09M 0.17% +672 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,464 shares; 2025Q1: 3,848 shares; 2025Q2: 3,894 shares; 2025Q3: 3,756 shares; 2025Q4: 4,017 shares; 2026Q1: 5,188 shares 5,188 $1.08M 0.17% +1,171 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,139 shares 3,139 $1.08M 0.17% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,426 shares; 2025Q1: 4,456 shares; 2025Q2: 4,544 shares; 2025Q3: 4,338 shares; 2025Q4: 4,589 shares; 2026Q1: 5,955 shares 5,955 $1.07M 0.17% +1,366 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 22,768 shares; 2025Q1: 28,003 shares; 2025Q2: 24,663 shares; 2025Q3: 15,125 shares; 2025Q4: 26,186 shares; 2026Q1: 26,123 shares 26,123 $1.07M 0.17% -63 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,798 shares 4,798 $1.04M 0.17% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 10,023 shares; 2025Q1: 11,489 shares; 2025Q2: 11,568 shares; 2025Q3: 8,562 shares; 2025Q4: 9,292 shares; 2026Q1: 11,880 shares 11,880 $1.03M 0.16% +2,588 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,755 shares; 2025Q1: 4,020 shares; 2025Q2: 4,127 shares; 2025Q3: 3,262 shares; 2025Q4: 3,425 shares; 2026Q1: 3,249 shares 3,249 $1.02M 0.16% -176 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,477 shares; 2025Q1: 2,722 shares; 2025Q2: 2,765 shares; 2025Q3: 2,674 shares; 2025Q4: 2,812 shares; 2026Q1: 3,045 shares 3,045 $1M 0.16% +233 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,019 shares 42,019 $992K 0.16% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,692 shares; 2026Q1: 3,879 shares 3,879 $987K 0.16% +187 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,599 shares 4,599 $972K 0.15% new Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 25,898 shares; 2025Q1: 25,776 shares; 2025Q2: 25,663 shares; 2025Q3: 25,089 shares; 2025Q4: 25,000 shares; 2026Q1: 24,843 shares 24,843 $944K 0.15% -157 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,275 shares; 2026Q1: 2,471 shares 2,471 $939K 0.15% +196 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,909 shares; 2025Q1: 33,095 shares; 2025Q2: 33,095 shares; 2025Q3: 32,915 shares; 2025Q4: 35,894 shares; 2026Q1: 35,950 shares 35,950 $924K 0.15% +56 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 10,046 shares; 2025Q1: 10,046 shares; 2025Q2: 10,063 shares; 2025Q3: 10,063 shares; 2025Q4: 12,571 shares; 2026Q1: 10,111 shares 10,111 $915K 0.15% -2,460 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,213 shares; 2026Q1: 2,522 shares 2,522 $905K 0.14% +309 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,733 shares; 2024Q4: 14,733 shares; 2025Q1: 14,595 shares; 2025Q2: 16,258 shares; 2025Q3: 16,224 shares; 2025Q4: 10,591 shares; 2026Q1: 22,468 shares 22,468 $901K 0.14% +11,877 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 5,997 shares; 2025Q3: 6,042 shares; 2025Q4: 6,368 shares; 2026Q1: 6,042 shares 6,042 $882K 0.14% -326 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,309 shares; 2024Q4: 22,478 shares; 2025Q1: 29,160 shares; 2025Q2: 32,751 shares; 2025Q3: 28,093 shares; 2025Q4: 13,705 shares; 2026Q1: 7,795 shares 7,795 $868K 0.14% -5,910 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,605 shares; 2024Q4: 28,605 shares; 2025Q1: 28,605 shares; 2025Q2: 27,668 shares; 2025Q3: 27,668 shares; 2025Q4: 27,668 shares; 2026Q1: 27,668 shares 27,668 $865K 0.14% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,456 shares; 2025Q2: 2,473 shares; 2025Q3: 2,476 shares; 2025Q4: 2,464 shares; 2026Q1: 2,536 shares 2,536 $857K 0.14% +72 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,067 shares 5,067 $857K 0.14% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,909 shares; 2024Q4: 18,898 shares; 2025Q1: 18,761 shares; 2025Q2: 18,808 shares; 2025Q3: 18,712 shares; 2025Q4: 18,076 shares; 2026Q1: 23,437 shares 23,437 $850K 0.14% +5,361 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 8,157 shares; 2025Q1: 6,717 shares; 2025Q2: 5,917 shares; 2025Q3: 5,616 shares; 2025Q4: 4,409 shares; 2026Q1: 4,401 shares 4,401 $834K 0.13% -8 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 13,230 shares; 2025Q1: 7,239 shares; 2025Q2: 4,422 shares; 2025Q3: 4,212 shares; 2025Q4: 2,538 shares; 2026Q1: 2,654 shares 2,654 $833K 0.13% +116 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,708 shares; 2025Q1: 13,600 shares; 2025Q2: 12,741 shares; 2025Q3: 13,649 shares; 2025Q4: 12,796 shares; 2026Q1: 7,873 shares 7,873 $808K 0.13% -4,923 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,731 shares; 2025Q3: 2,820 shares; 2025Q4: 6,034 shares; 2026Q1: 6,064 shares 6,064 $806K 0.13% +30 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 11,156 shares; 2025Q1: 15,951 shares; 2025Q2: 15,994 shares; 2025Q3: 15,916 shares; 2025Q4: 15,581 shares; 2026Q1: 18,925 shares 18,925 $790K 0.13% +3,344 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 19,327 shares; 2025Q1: 19,327 shares; 2025Q2: 19,327 shares; 2025Q3: 19,327 shares; 2025Q4: 19,327 shares; 2026Q1: 19,327 shares 19,327 $747K 0.12% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 16,515 shares; 2025Q1: 16,474 shares; 2025Q2: 17,908 shares; 2025Q3: 17,892 shares; 2025Q4: 17,613 shares; 2026Q1: 17,578 shares 17,578 $735K 0.12% -35 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,968 shares; 2025Q3: 19,968 shares; 2025Q4: 19,563 shares; 2026Q1: 18,461 shares 18,461 $735K 0.12% -1,102 Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 11,335 shares; 2025Q1: 15,660 shares; 2025Q2: 19,379 shares; 2025Q3: 21,783 shares; 2025Q4: 21,752 shares; 2026Q1: 22,605 shares 22,605 $732K 0.12% +853 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,378 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,141 shares; 2025Q4: 14,725 shares; 2026Q1: 14,725 shares 14,725 $707K 0.11% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,916 shares; 2025Q1: 6,627 shares; 2025Q2: 7,380 shares; 2025Q3: 7,366 shares; 2025Q4: 7,266 shares; 2026Q1: 3,363 shares 3,363 $700K 0.11% -3,903 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,924 shares; 2025Q2: 8,412 shares; 2025Q3: 8,960 shares; 2025Q4: 10,689 shares; 2026Q1: 8,859 shares 8,859 $697K 0.11% -1,830 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 6,281 shares; 2025Q1: 6,281 shares; 2025Q2: 6,281 shares; 2025Q3: 14,236 shares; 2025Q4: 14,236 shares; 2026Q1: 14,236 shares 14,236 $695K 0.11% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,618 shares; 2025Q1: 7,244 shares; 2025Q2: 7,058 shares; 2025Q3: 7,053 shares; 2025Q4: 8,072 shares; 2026Q1: 6,826 shares 6,826 $664K 0.11% -1,246 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 14,111 shares; 2025Q1: 14,111 shares; 2025Q2: 18,091 shares; 2025Q3: 18,091 shares; 2025Q4: 18,091 shares; 2026Q1: 18,091 shares 18,091 $662K 0.11% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares; 2026Q1: 2,367 shares 2,367 $645K 0.1% +710 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,471 shares; 2025Q3: 13,471 shares; 2025Q4: 13,471 shares; 2026Q1: 13,471 shares 13,471 $643K 0.1% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,328 shares; 2026Q1: 3,201 shares 3,201 $634K 0.1% -127 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,449 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares 6,248 $629K 0.1% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 12,962 shares; 2025Q1: 12,949 shares; 2025Q2: 9,633 shares; 2025Q3: 12,662 shares; 2025Q4: 12,662 shares; 2026Q1: 12,639 shares 12,639 $628K 0.1% -23 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,789 shares; 2026Q1: 12,818 shares 12,818 $592K 0.09% +1,029 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,660 shares; 2025Q3: 34,954 shares; 2025Q4: 34,954 shares; 2026Q1: 34,954 shares 34,954 $584K 0.09% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,682 shares; 2025Q4: 11,682 shares; 2026Q1: 11,682 shares 11,682 $583K 0.09% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 4,259 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares 4,256 $581K 0.09% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,544 shares; 2025Q1: 1,269 shares; 2025Q2: 1,257 shares; 2025Q3: 1,211 shares; 2025Q4: 1,205 shares; 2026Q1: 1,157 shares 1,157 $569K 0.09% -48 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,199 shares 10,199 $566K 0.09% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,369 shares; 2025Q2: 8,369 shares; 2025Q3: 7,894 shares; 2025Q4: 7,858 shares; 2026Q1: 7,841 shares 7,841 $564K 0.09% -17 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,110 shares; 2025Q1: 3,029 shares; 2025Q2: 2,996 shares; 2025Q3: 2,836 shares; 2025Q4: 3,116 shares; 2026Q1: 2,639 shares 2,639 $564K 0.09% -477 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,296 shares; 2026Q1: 17,256 shares 17,256 $562K 0.09% -40 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,665 shares; 2025Q1: 5,525 shares; 2025Q2: 4,090 shares; 2025Q3: 3,580 shares; 2025Q4: 2,994 shares; 2026Q1: 2,913 shares 2,913 $552K 0.09% -81 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares 2,713 $552K 0.09% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 19,696 shares; 2025Q1: 19,540 shares; 2025Q2: 19,515 shares; 2025Q3: 19,491 shares; 2025Q4: 12,939 shares; 2026Q1: 12,809 shares 12,809 $551K 0.09% -130 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,208 shares; 2024Q4: 20,208 shares; 2025Q1: 18,890 shares; 2025Q2: 18,890 shares; 2025Q3: 18,890 shares; 2025Q4: 18,890 shares; 2026Q1: 18,890 shares 18,890 $549K 0.09% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,300 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,547 shares; 2025Q4: 1,519 shares; 2026Q1: 1,524 shares 1,524 $545K 0.09% +5 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,545 shares; 2025Q1: 47,101 shares; 2025Q2: 3,979 shares; 2025Q3: 7,956 shares; 2025Q4: 10,430 shares; 2026Q1: 7,988 shares 7,988 $539K 0.09% -2,442 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 17,201 shares; 2025Q1: 5,949 shares; 2025Q2: 3,139 shares; 2025Q3: 3,194 shares; 2025Q4: 2,846 shares; 2026Q1: 2,738 shares 2,738 $537K 0.09% -108 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,669 shares 18,669 $524K 0.08% new Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 12,820 shares; 2025Q1: 13,612 shares; 2025Q2: 9,706 shares; 2025Q3: 8,682 shares; 2025Q4: 7,511 shares; 2026Q1: 7,287 shares 7,287 $519K 0.08% -224 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,040 shares 1,040 $516K 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,368 shares; 2025Q3: 5,665 shares; 2025Q4: 5,505 shares; 2026Q1: 5,528 shares 5,528 $513K 0.08% +23 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,135 shares; 2025Q4: 1,134 shares; 2026Q1: 1,135 shares 1,135 $507K 0.08% +1 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,170 shares; 2025Q4: 1,186 shares; 2026Q1: 1,168 shares 1,168 $496K 0.08% -18 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,694 shares; 2025Q4: 1,670 shares; 2026Q1: 1,725 shares 1,725 $489K 0.08% +55 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,007 shares; 2025Q4: 16,920 shares; 2026Q1: 16,844 shares 16,844 $484K 0.08% -76 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 1,344 shares; 2025Q1: 1,294 shares; 2025Q2: 1,302 shares; 2025Q3: 1,168 shares; 2025Q4: 1,209 shares; 2026Q1: 471 shares 471 $470K 0.07% -738 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $470K 0.07% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,163 shares; 2024Q4: 18,163 shares; 2025Q1: 21,590 shares; 2025Q2: 13,384 shares; 2025Q3: 13,384 shares; 2025Q4: 13,384 shares; 2026Q1: 13,384 shares 13,384 $469K 0.07% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,449 shares; 2025Q1: 1,188 shares; 2025Q2: 1,191 shares; 2025Q3: 1,233 shares; 2025Q4: 1,187 shares; 2026Q1: 867 shares 867 $466K 0.07% -320 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,019 shares; 2025Q4: 3,000 shares; 2026Q1: 4,580 shares 4,580 $455K 0.07% +1,580 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,662 shares; 2025Q4: 7,662 shares; 2026Q1: 7,662 shares 7,662 $449K 0.07% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,942 shares; 2025Q1: 8,707 shares; 2025Q2: 2,252 shares; 2025Q3: 2,325 shares; 2025Q4: 2,494 shares; 2026Q1: 2,325 shares 2,325 $446K 0.07% -169 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,680 shares 6,680 $441K 0.07% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,648 shares; 2025Q3: 13,648 shares; 2025Q4: 9,898 shares; 2026Q1: 9,763 shares 9,763 $438K 0.07% -135 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,411 shares; 2025Q4: 5,342 shares; 2026Q1: 5,031 shares 5,031 $436K 0.07% -311 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 3,198 shares; 2026Q1: 3,198 shares 3,198 $424K 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $421K 0.07% 0 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,171 shares; 2025Q3: 17,171 shares; 2025Q4: 16,831 shares; 2026Q1: 14,181 shares 14,181 $417K 0.07% -2,650 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,830 shares; 2025Q2: 20,830 shares; 2025Q3: 19,770 shares; 2025Q4: not reported; 2026Q1: 19,712 shares 19,712 $417K 0.07% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 380 shares; 2026Q1: 475 shares 475 $415K 0.07% +95 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 955 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $409K 0.07% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,494 shares; 2025Q4: 6,507 shares; 2026Q1: 6,466 shares 6,466 $406K 0.06% -41 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,336 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 4,211 shares; 2026Q1: 3,970 shares 3,970 $398K 0.06% -241 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 7,783 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 8,510 shares 8,510 $395K 0.06% +444 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,066 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $393K 0.06% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 514 shares; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $373K 0.06% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,741 shares; 2025Q1: 23,741 shares; 2025Q2: 23,741 shares; 2025Q3: 23,741 shares; 2025Q4: 24,540 shares; 2026Q1: 25,309 shares 25,309 $372K 0.06% +769 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,078 shares; 2024Q4: 6,925 shares; 2025Q1: 3,003 shares; 2025Q2: 2,770 shares; 2025Q3: 2,989 shares; 2025Q4: 2,358 shares; 2026Q1: 2,372 shares 2,372 $368K 0.06% +14 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,713 shares 18,713 $361K 0.06% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,134 shares; 2025Q4: 3,732 shares; 2026Q1: 3,757 shares 3,757 $361K 0.06% +25 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,675 shares; 2024Q4: 16,918 shares; 2025Q1: 17,293 shares; 2025Q2: 17,199 shares; 2025Q3: 16,733 shares; 2025Q4: 17,402 shares; 2026Q1: 4,965 shares 4,965 $351K 0.06% -12,437 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,752 shares; 2025Q1: 19,752 shares; 2025Q2: 19,752 shares; 2025Q3: 19,752 shares; 2025Q4: 8,726 shares; 2026Q1: 8,726 shares 8,726 $343K 0.05% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,266 shares; 2025Q1: 3,266 shares; 2025Q2: 3,302 shares; 2025Q3: 3,026 shares; 2025Q4: 2,873 shares; 2026Q1: 2,823 shares 2,823 $342K 0.05% -50 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,438 shares; 2025Q4: 6,438 shares; 2026Q1: 6,438 shares 6,438 $328K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,594 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581 $328K 0.05% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 481 shares 481 $328K 0.05% +3 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 3,077 shares; 2026Q1: 2,943 shares 2,943 $321K 0.05% -134 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 9,557 shares; 2025Q3: 9,557 shares; 2025Q4: 9,557 shares; 2026Q1: 9,557 shares 9,557 $320K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,907 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,551 shares; 2025Q4: 2,410 shares; 2026Q1: 2,402 shares 2,402 $317K 0.05% -8 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,490 shares 8,490 $316K 0.05% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 3,533 shares; 2025Q1: 3,337 shares; 2025Q2: 2,766 shares; 2025Q3: 2,955 shares; 2025Q4: 2,688 shares; 2026Q1: 2,571 shares 2,571 $309K 0.05% -117 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,490 shares; 2025Q2: 1,406 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,349 shares 1,349 $305K 0.05% +14 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $304K 0.05% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,599 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares 1,596 $304K 0.05% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,724 shares; 2026Q1: 1,738 shares 1,738 $299K 0.05% +14 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares 3,170 $297K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 727 shares; 2026Q1: 776 shares 776 $289K 0.05% +49 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,396 shares; 2025Q1: 8,382 shares; 2025Q2: 6,513 shares; 2025Q3: 8,519 shares; 2025Q4: 8,519 shares; 2026Q1: 8,493 shares 8,493 $287K 0.05% -26 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,572 shares; 2026Q1: 2,012 shares 2,012 $287K 0.05% -560 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,728 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,165 shares; 2025Q4: not reported; 2026Q1: 2,331 shares 2,331 $286K 0.05% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,747 shares; 2025Q2: 2,747 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 3,844 shares 3,844 $284K 0.05% +1,280 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 969 shares; 2025Q1: 920 shares; 2025Q2: 919 shares; 2025Q3: 1,064 shares; 2025Q4: 979 shares; 2026Q1: 978 shares 978 $284K 0.05% -1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,403 shares; 2026Q1: 1,159 shares 1,159 $283K 0.05% -244 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares; 2026Q1: 828 shares 828 $280K 0.04% +90 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 1,036 shares; 2026Q1: 748 shares 748 $267K 0.04% -288 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,395 shares; 2025Q1: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares; 2026Q1: 10,395 shares 10,395 $266K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 3,566 shares; 2025Q1: 4,286 shares; 2025Q2: 4,364 shares; 2025Q3: 1,343 shares; 2025Q4: 1,348 shares; 2026Q1: 1,332 shares 1,332 $264K 0.04% -16 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,018 shares; 2025Q4: 25,018 shares; 2026Q1: 25,018 shares 25,018 $258K 0.04% 0 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,608 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,608 shares; 2026Q1: 9,608 shares 9,608 $256K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,027 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,058 shares 1,058 $250K 0.04% +21 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares; 2026Q1: 710 shares 710 $250K 0.04% +15 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares; 2026Q1: 2,784 shares 2,784 $249K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $247K 0.04% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares 3,747 $245K 0.04% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: 4,833 shares; 2026Q1: 4,833 shares 4,833 $245K 0.04% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,295 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares 1,292 $245K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,312 shares; 2025Q3: 2,132 shares; 2025Q4: 2,068 shares; 2026Q1: 2,062 shares 2,062 $245K 0.04% -6 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,006 shares; 2025Q4: 5,596 shares; 2026Q1: 4,988 shares 4,988 $243K 0.04% -608 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,861 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,391 shares; 2025Q4: 1,424 shares; 2026Q1: 1,391 shares 1,391 $241K 0.04% -33 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 3,183 shares; 2025Q2: 3,076 shares; 2025Q3: 2,948 shares; 2025Q4: 3,103 shares; 2026Q1: 2,718 shares 2,718 $241K 0.04% -385 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $239K 0.04% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $237K 0.04% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,075 shares; 2025Q1: 1,671 shares; 2025Q2: 1,171 shares; 2025Q3: 1,716 shares; 2025Q4: 1,302 shares; 2026Q1: 1,400 shares 1,400 $237K 0.04% +98 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,141 shares; 2025Q1: 1,504 shares; 2025Q2: 1,029 shares; 2025Q3: 914 shares; 2025Q4: 912 shares; 2026Q1: 887 shares 887 $236K 0.04% -25 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,253 shares; 2025Q2: 2,127 shares; 2025Q3: 4,020 shares; 2025Q4: 2,631 shares; 2026Q1: 2,340 shares 2,340 $226K 0.04% -291 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 592 shares; 2025Q4: not reported; 2026Q1: 400 shares 400 $225K 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,259 shares; 2026Q1: 3,306 shares 3,306 $225K 0.04% -9,953 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 1,899 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $223K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares 1,515 $220K 0.04% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,317 shares; 2026Q1: 3,187 shares 3,187 $212K 0.03% -130 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,647 shares; 2024Q4: 10,536 shares; 2025Q1: 10,536 shares; 2025Q2: 7,499 shares; 2025Q3: 7,499 shares; 2025Q4: 7,499 shares; 2026Q1: 6,206 shares 6,206 $211K 0.03% -1,293 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares 2,241 $210K 0.03% 0 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,228 shares; 2025Q1: not reported; 2025Q2: 6,228 shares; 2025Q3: 6,228 shares; 2025Q4: 6,228 shares; 2026Q1: 6,228 shares 6,228 $209K 0.03% 0 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,143 shares; 2025Q3: 8,143 shares; 2025Q4: 7,956 shares; 2026Q1: 7,792 shares 7,792 $209K 0.03% -164 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,674 shares 4,674 $206K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,714 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,054 shares; 2025Q4: 1,005 shares; 2026Q1: 1,029 shares 1,029 $205K 0.03% +24 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 352 shares; 2026Q1: 325 shares 325 $200K 0.03% -27 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: 14,881 shares; 2025Q3: 14,881 shares; 2025Q4: 14,881 shares; 2026Q1: 14,881 shares 14,881 $36K 0.01% 0 Timeline