IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,276,737 shares; 2025Q1: 1,400,250 shares; 2025Q2: 1,423,835 shares; 2025Q3: 1,309,470 shares; 2025Q4: 1,323,267 shares; 2026Q1: 1,370,752 shares; 2026Q2: 1,406,650 shares; 2026Q3: 1,437,711 shares 1,437,711 $139M 10.05% +31,061 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,858 shares; 2025Q1: 74,338 shares; 2025Q2: 77,564 shares; 2025Q3: 75,257 shares; 2025Q4: 80,009 shares; 2026Q1: 86,056 shares; 2026Q2: 93,877 shares; 2026Q3: 98,759 shares 98,759 $75.6M 5.46% +4,882 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,535 shares; 2025Q1: 90,465 shares; 2025Q2: 91,122 shares; 2025Q3: 90,274 shares; 2025Q4: 89,724 shares; 2026Q1: 91,182 shares; 2026Q2: 89,927 shares; 2026Q3: 91,474 shares 91,474 $69.8M 5.03% +1,547 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248,586 shares; 2025Q1: 246,623 shares; 2025Q2: 272,686 shares; 2025Q3: 285,042 shares; 2025Q4: 254,463 shares; 2026Q1: 262,676 shares; 2026Q2: 242,975 shares; 2026Q3: 227,672 shares 227,672 $63.3M 4.57% -15,303 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267,866 shares; 2025Q1: 307,792 shares; 2025Q2: 279,341 shares; 2025Q3: 259,701 shares; 2025Q4: 315,394 shares; 2026Q1: 340,669 shares; 2026Q2: 366,175 shares; 2026Q3: 391,644 shares 391,644 $53.3M 3.84% +25,469 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 454,137 shares; 2025Q1: 512,031 shares; 2025Q2: 519,454 shares; 2025Q3: 464,232 shares; 2025Q4: 471,067 shares; 2026Q1: 512,778 shares; 2026Q2: 519,675 shares; 2026Q3: 543,606 shares 543,606 $44.1M 3.18% +23,931 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528,608 shares; 2025Q3: 563,906 shares; 2025Q4: 605,468 shares; 2026Q1: 636,728 shares; 2026Q2: 731,100 shares; 2026Q3: 754,758 shares 754,758 $42.4M 3.06% +23,658 Timeline JIRE 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; 2024Q4: 387,468 shares; 2025Q1: 465,518 shares; 2025Q2: 488,788 shares; 2025Q3: 452,457 shares; 2025Q4: 466,225 shares; 2026Q1: 499,984 shares; 2026Q2: 506,500 shares; 2026Q3: 515,711 shares 515,711 $42.4M 3.06% +9,211 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,676 shares; 2025Q1: 132,751 shares; 2025Q2: 128,506 shares; 2025Q3: 125,031 shares; 2025Q4: 122,631 shares; 2026Q1: 121,784 shares; 2026Q2: 122,587 shares; 2026Q3: 123,653 shares 123,653 $41.2M 2.97% +1,066 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,550 shares; 2025Q1: 65,870 shares; 2025Q2: 65,831 shares; 2025Q3: 63,576 shares; 2025Q4: 63,946 shares; 2026Q1: 68,788 shares; 2026Q2: 70,664 shares; 2026Q3: 71,338 shares 71,338 $36.6M 2.64% +674 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293,295 shares; 2025Q1: 299,281 shares; 2025Q2: 309,395 shares; 2025Q3: 322,050 shares; 2025Q4: 343,880 shares; 2026Q1: 353,112 shares; 2026Q2: 384,021 shares; 2026Q3: 396,411 shares 396,411 $35.4M 2.55% +12,390 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830,017 shares; 2026Q1: 906,047 shares; 2026Q2: 817,938 shares; 2026Q3: 826,431 shares 826,431 $32.8M 2.37% +8,493 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248,410 shares; 2025Q1: 240,296 shares; 2025Q2: 237,159 shares; 2025Q3: 235,228 shares; 2025Q4: 228,928 shares; 2026Q1: 222,186 shares; 2026Q2: 215,249 shares; 2026Q3: 222,692 shares 222,692 $32.4M 2.33% +7,443 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,646 shares; 2025Q1: 85,451 shares; 2025Q2: 85,861 shares; 2025Q3: 80,450 shares; 2025Q4: 79,313 shares; 2026Q1: 80,961 shares; 2026Q2: 79,016 shares; 2026Q3: 80,432 shares 80,432 $27.7M 2% +1,416 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 869,023 shares; 2025Q1: 893,713 shares; 2025Q2: 887,879 shares; 2025Q3: 874,729 shares; 2025Q4: 848,001 shares; 2026Q1: 821,372 shares; 2026Q2: 836,135 shares; 2026Q3: 799,255 shares 799,255 $25M 1.81% -36,880 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,559 shares; 2025Q1: 76,276 shares; 2025Q2: 76,612 shares; 2025Q3: 74,456 shares; 2025Q4: 73,907 shares; 2026Q1: 74,424 shares; 2026Q2: 72,092 shares; 2026Q3: 73,366 shares 73,366 $24.3M 1.75% +1,274 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,879 shares; 2025Q1: 11,204 shares; 2025Q2: 12,671 shares; 2025Q3: 10,044 shares; 2025Q4: 10,487 shares; 2026Q1: 66,355 shares; 2026Q2: 87,484 shares; 2026Q3: 91,955 shares 91,955 $21M 1.52% +4,471 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,877 shares; 2025Q1: 57,013 shares; 2025Q2: 59,176 shares; 2025Q3: 58,964 shares; 2025Q4: 58,612 shares; 2026Q1: 70,770 shares; 2026Q2: 74,462 shares; 2026Q3: 76,401 shares 76,401 $19M 1.37% +1,939 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,419 shares; 2025Q1: 120,345 shares; 2025Q2: 118,833 shares; 2025Q3: 117,958 shares; 2025Q4: 115,955 shares; 2026Q1: 115,190 shares; 2026Q2: 113,165 shares; 2026Q3: 112,844 shares 112,844 $18M 1.3% -321 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,031 shares; 2025Q1: 33,930 shares; 2025Q2: 37,314 shares; 2025Q3: 35,625 shares; 2025Q4: 36,373 shares; 2026Q1: 37,697 shares; 2026Q2: 39,029 shares; 2026Q3: 47,817 shares 47,817 $16.8M 1.21% +8,788 Timeline XLU 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; 2024Q4: 194,819 shares; 2025Q1: 172,011 shares; 2025Q2: 172,024 shares; 2025Q3: 163,711 shares; 2025Q4: 313,665 shares; 2026Q1: 391,749 shares; 2026Q2: 406,679 shares; 2026Q3: 420,335 shares 420,335 $16.6M 1.2% +13,656 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,629 shares; 2025Q1: 37,576 shares; 2025Q2: 37,287 shares; 2025Q3: 35,627 shares; 2025Q4: 34,873 shares; 2026Q1: 35,001 shares; 2026Q2: 35,696 shares; 2026Q3: 34,377 shares 34,377 $14.8M 1.07% -1,319 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,114 shares; 2025Q1: 20,021 shares; 2025Q2: 20,130 shares; 2025Q3: 19,353 shares; 2025Q4: 19,099 shares; 2026Q1: 18,527 shares; 2026Q2: 18,457 shares; 2026Q3: 17,696 shares 17,696 $14.3M 1.04% -761 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,153 shares; 2025Q1: 138,148 shares; 2025Q2: 140,454 shares; 2025Q3: 134,819 shares; 2025Q4: 134,791 shares; 2026Q1: 89,083 shares; 2026Q2: 89,150 shares; 2026Q3: 92,114 shares 92,114 $14.2M 1.02% +2,964 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,141 shares; 2025Q1: 100,437 shares; 2025Q2: 101,390 shares; 2025Q3: 97,815 shares; 2025Q4: 98,310 shares; 2026Q1: 102,690 shares; 2026Q2: 95,463 shares; 2026Q3: 97,442 shares 97,442 $13.9M 1% +1,979 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,167 shares; 2025Q1: 38,210 shares; 2025Q2: 38,437 shares; 2025Q3: 37,177 shares; 2025Q4: 36,585 shares; 2026Q1: 37,065 shares; 2026Q2: 37,454 shares; 2026Q3: 38,111 shares 38,111 $13.7M 0.99% +657 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188,103 shares; 2025Q1: 140,013 shares; 2025Q2: 130,697 shares; 2025Q3: 128,558 shares; 2025Q4: 135,135 shares; 2026Q1: 141,172 shares; 2026Q2: 136,174 shares; 2026Q3: 134,957 shares 134,957 $13.6M 0.98% -1,217 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,135 shares; 2025Q1: 64,461 shares; 2025Q2: 65,501 shares; 2025Q3: 62,540 shares; 2025Q4: 62,233 shares; 2026Q1: 64,192 shares; 2026Q2: 66,810 shares; 2026Q3: 68,800 shares 68,800 $12.8M 0.92% +1,990 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; 2024Q4: 51,154 shares; 2025Q1: 47,581 shares; 2025Q2: 47,973 shares; 2025Q3: 49,377 shares; 2025Q4: 51,112 shares; 2026Q1: 53,815 shares; 2026Q2: 57,022 shares; 2026Q3: 58,044 shares 58,044 $12.1M 0.87% +1,022 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; 2024Q4: 18,584 shares; 2025Q1: 16,408 shares; 2025Q2: 16,282 shares; 2025Q3: 16,045 shares; 2025Q4: 16,649 shares; 2026Q1: 16,286 shares; 2026Q2: 17,093 shares; 2026Q3: 17,010 shares 17,010 $11.2M 0.81% -83 Timeline VTEI 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; 2024Q4: not reported; 2025Q1: 13,859 shares; 2025Q2: 22,697 shares; 2025Q3: 28,351 shares; 2025Q4: 37,288 shares; 2026Q1: 75,321 shares; 2026Q2: 87,055 shares; 2026Q3: 110,872 shares 110,872 $10.6M 0.76% +23,817 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,418 shares; 2025Q1: 202,079 shares; 2025Q2: 202,902 shares; 2025Q3: 193,833 shares; 2025Q4: 192,853 shares; 2026Q1: 194,976 shares; 2026Q2: 201,418 shares; 2026Q3: 192,988 shares 192,988 $10.5M 0.76% -8,430 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,834 shares; 2025Q1: 76,046 shares; 2025Q2: 77,578 shares; 2025Q3: 79,538 shares; 2025Q4: 82,493 shares; 2026Q1: 83,937 shares; 2026Q2: 89,830 shares; 2026Q3: 92,461 shares 92,461 $10.5M 0.76% +2,631 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,017 shares; 2025Q1: 103,484 shares; 2025Q2: 103,879 shares; 2025Q3: 99,807 shares; 2025Q4: 98,368 shares; 2026Q1: 98,897 shares; 2026Q2: 100,303 shares; 2026Q3: 102,483 shares 102,483 $10.1M 0.73% +2,180 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,265 shares; 2025Q1: 107,028 shares; 2025Q2: 110,168 shares; 2025Q3: 103,120 shares; 2025Q4: 99,910 shares; 2026Q1: 97,564 shares; 2026Q2: 96,771 shares; 2026Q3: 95,621 shares 95,621 $9.93M 0.72% -1,150 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,597 shares; 2025Q1: 64,213 shares; 2025Q2: 64,430 shares; 2025Q3: 61,605 shares; 2025Q4: 60,331 shares; 2026Q1: 61,259 shares; 2026Q2: 63,423 shares; 2026Q3: 64,951 shares 64,951 $9.68M 0.7% +1,528 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,671 shares; 2025Q1: 36,042 shares; 2025Q2: 36,037 shares; 2025Q3: 34,556 shares; 2025Q4: 33,968 shares; 2026Q1: 34,441 shares; 2026Q2: 35,165 shares; 2026Q3: 34,963 shares 34,963 $9.63M 0.69% -202 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,386 shares; 2025Q1: 55,856 shares; 2025Q2: 55,790 shares; 2025Q3: 55,685 shares; 2025Q4: 55,800 shares; 2026Q1: 54,248 shares; 2026Q2: 51,889 shares; 2026Q3: 51,454 shares 51,454 $8.56M 0.62% -435 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,660 shares; 2025Q1: 77,785 shares; 2025Q2: 79,568 shares; 2025Q3: 75,397 shares; 2025Q4: 74,275 shares; 2026Q1: 69,411 shares; 2026Q2: 72,903 shares; 2026Q3: 67,279 shares 67,279 $8.23M 0.59% -5,624 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; 2024Q4: 57,420 shares; 2025Q1: 52,278 shares; 2025Q2: 52,918 shares; 2025Q3: 51,491 shares; 2025Q4: 50,744 shares; 2026Q1: 44,951 shares; 2026Q2: 45,865 shares; 2026Q3: 37,309 shares 37,309 $8.21M 0.59% -8,556 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,099 shares; 2025Q1: 65,982 shares; 2025Q2: 63,131 shares; 2025Q3: 61,221 shares; 2025Q4: 59,236 shares; 2026Q1: 58,994 shares; 2026Q2: 60,478 shares; 2026Q3: 61,141 shares 61,141 $7.75M 0.56% +663 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,310 shares; 2025Q1: 130,662 shares; 2025Q2: 132,038 shares; 2025Q3: 121,075 shares; 2025Q4: 120,363 shares; 2026Q1: 117,284 shares; 2026Q2: 116,004 shares; 2026Q3: 115,601 shares 115,601 $7.72M 0.56% -403 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,961 shares; 2025Q1: 73,646 shares; 2025Q2: 73,037 shares; 2025Q3: 68,506 shares; 2025Q4: 67,419 shares; 2026Q1: 68,585 shares; 2026Q2: 70,453 shares; 2026Q3: 72,305 shares 72,305 $7.58M 0.55% +1,852 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,573 shares; 2025Q1: 39,073 shares; 2025Q2: 37,632 shares; 2025Q3: 36,180 shares; 2025Q4: 36,343 shares; 2026Q1: 35,768 shares; 2026Q2: 36,540 shares; 2026Q3: 37,017 shares 37,017 $7.56M 0.55% +477 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; 2024Q4: 44,463 shares; 2025Q1: 43,360 shares; 2025Q2: 40,590 shares; 2025Q3: 39,841 shares; 2025Q4: 39,953 shares; 2026Q1: 35,504 shares; 2026Q2: 34,972 shares; 2026Q3: 31,003 shares 31,003 $7.24M 0.52% -3,969 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,307 shares; 2025Q1: 24,177 shares; 2025Q2: 25,420 shares; 2025Q3: 24,330 shares; 2025Q4: 24,100 shares; 2026Q1: 24,892 shares; 2026Q2: 25,875 shares; 2026Q3: 26,729 shares 26,729 $6.99M 0.5% +854 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,429 shares; 2025Q1: 37,082 shares; 2025Q2: 36,911 shares; 2025Q3: 35,479 shares; 2025Q4: 35,268 shares; 2026Q1: 36,326 shares; 2026Q2: 37,029 shares; 2026Q3: 37,784 shares 37,784 $6.95M 0.5% +755 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; 2024Q4: 21,113 shares; 2025Q1: 17,807 shares; 2025Q2: 23,545 shares; 2025Q3: 21,654 shares; 2025Q4: 38,754 shares; 2026Q1: 33,775 shares; 2026Q2: 33,215 shares; 2026Q3: 32,893 shares 32,893 $6.44M 0.46% -322 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,668 shares; 2025Q1: 35,972 shares; 2025Q2: 36,032 shares; 2025Q3: 34,692 shares; 2025Q4: 34,026 shares; 2026Q1: 34,149 shares; 2026Q2: 34,702 shares; 2026Q3: 34,855 shares 34,855 $6.42M 0.46% +153 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,480 shares; 2025Q1: 24,405 shares; 2025Q2: 24,423 shares; 2025Q3: 23,177 shares; 2025Q4: 22,373 shares; 2026Q1: 22,499 shares; 2026Q2: 22,963 shares; 2026Q3: 23,362 shares 23,362 $6.41M 0.46% +399 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,320 shares; 2025Q1: 63,893 shares; 2025Q2: 64,292 shares; 2025Q3: 65,393 shares; 2025Q4: 63,574 shares; 2026Q1: 66,489 shares; 2026Q2: 60,249 shares; 2026Q3: 29,286 shares 29,286 $5.8M 0.42% -30,963 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,413 shares; 2025Q3: 3,413 shares; 2025Q4: 3,413 shares; 2026Q1: 3,071 shares; 2026Q2: 19,989 shares; 2026Q3: 27,375 shares 27,375 $5.78M 0.42% +7,386 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,124 shares 41,124 $5.51M 0.4% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,134 shares; 2025Q1: 28,148 shares; 2025Q2: 28,298 shares; 2025Q3: 27,140 shares; 2025Q4: 26,302 shares; 2026Q1: 26,559 shares; 2026Q2: 27,553 shares; 2026Q3: 27,858 shares 27,858 $5.38M 0.39% +305 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,599 shares; 2025Q1: 79,873 shares; 2025Q2: 94,244 shares; 2025Q3: 91,606 shares; 2025Q4: 92,851 shares; 2026Q1: 88,800 shares; 2026Q2: 119,048 shares; 2026Q3: 118,428 shares 118,428 $5.26M 0.38% -620 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,619 shares; 2025Q1: 91,976 shares; 2025Q2: 93,979 shares; 2025Q3: 89,743 shares; 2025Q4: 87,166 shares; 2026Q1: 74,403 shares; 2026Q2: 64,606 shares; 2026Q3: 66,201 shares 66,201 $5.1M 0.37% +1,595 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; 2024Q4: 25,428 shares; 2025Q1: 25,035 shares; 2025Q2: 25,208 shares; 2025Q3: 25,042 shares; 2025Q4: 24,338 shares; 2026Q1: 23,600 shares; 2026Q2: 22,681 shares; 2026Q3: 22,680 shares 22,680 $4.9M 0.35% -1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196,991 shares; 2025Q1: 187,850 shares; 2025Q2: 167,677 shares; 2025Q3: 166,765 shares; 2025Q4: 153,827 shares; 2026Q1: 158,702 shares; 2026Q2: 164,898 shares; 2026Q3: 170,089 shares 170,089 $4.85M 0.35% +5,191 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,225 shares; 2025Q1: 22,288 shares; 2025Q2: 21,341 shares; 2025Q3: 20,022 shares; 2025Q4: 19,188 shares; 2026Q1: 18,373 shares; 2026Q2: 17,878 shares; 2026Q3: 17,686 shares 17,686 $4.68M 0.34% -192 Timeline XLV 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; 2024Q4: 24,831 shares; 2025Q1: 21,530 shares; 2025Q2: 22,407 shares; 2025Q3: 23,310 shares; 2025Q4: 23,405 shares; 2026Q1: 24,433 shares; 2026Q2: 26,415 shares; 2026Q3: 25,619 shares 25,619 $4.31M 0.31% -796 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,608 shares; 2025Q2: 21,023 shares; 2025Q3: 20,569 shares; 2025Q4: 20,011 shares; 2026Q1: 20,541 shares; 2026Q2: 17,315 shares; 2026Q3: 17,872 shares 17,872 $4.1M 0.3% +557 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,169 shares; 2026Q3: 19,189 shares 19,189 $4.05M 0.29% +20 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 478 shares; 2025Q1: 505 shares; 2025Q2: 523 shares; 2025Q3: 500 shares; 2025Q4: 6,533 shares; 2026Q1: 7,883 shares; 2026Q2: 8,244 shares; 2026Q3: 8,499 shares 8,499 $4.03M 0.29% +255 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,260 shares; 2025Q1: 11,843 shares; 2025Q2: 11,452 shares; 2025Q3: 10,396 shares; 2025Q4: 10,091 shares; 2026Q1: 9,465 shares; 2026Q2: 8,836 shares; 2026Q3: 40,115 shares 40,115 $3.91M 0.28% +31,279 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,041 shares; 2025Q1: 49,212 shares; 2025Q2: 46,202 shares; 2025Q3: 45,169 shares; 2025Q4: 45,198 shares; 2026Q1: 48,554 shares; 2026Q2: 50,871 shares; 2026Q3: 53,742 shares 53,742 $3.76M 0.27% +2,871 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,423 shares; 2025Q1: 29,489 shares; 2025Q2: 28,411 shares; 2025Q3: 28,165 shares; 2025Q4: 28,306 shares; 2026Q1: 26,081 shares; 2026Q2: 26,128 shares; 2026Q3: 25,696 shares 25,696 $3.73M 0.27% -432 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,530 shares; 2025Q1: 30,173 shares; 2025Q2: 28,734 shares; 2025Q3: 28,297 shares; 2025Q4: 28,274 shares; 2026Q1: 27,320 shares; 2026Q2: 27,203 shares; 2026Q3: 26,974 shares 26,974 $3.7M 0.27% -229 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; 2024Q4: 2,426 shares; 2025Q1: 1,983 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 2,439 shares; 2026Q1: 14,100 shares; 2026Q2: 18,396 shares; 2026Q3: 19,178 shares 19,178 $3.66M 0.26% +782 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,338 shares; 2025Q3: 33,738 shares; 2025Q4: 20,499 shares; 2026Q1: 24,883 shares; 2026Q2: 28,648 shares; 2026Q3: 31,060 shares 31,060 $3.54M 0.26% +2,412 Timeline XLP 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; 2024Q4: 38,644 shares; 2025Q1: 38,609 shares; 2025Q2: 40,759 shares; 2025Q3: 40,233 shares; 2025Q4: 37,233 shares; 2026Q1: 39,068 shares; 2026Q2: 41,993 shares; 2026Q3: 43,336 shares 43,336 $3.49M 0.25% +1,343 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,145 shares; 2025Q1: 4,924 shares; 2025Q2: 5,185 shares; 2025Q3: 5,204 shares; 2025Q4: 5,220 shares; 2026Q1: 5,165 shares; 2026Q2: 5,165 shares; 2026Q3: 5,145 shares 5,145 $3.46M 0.25% -20 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,598 shares; 2025Q1: 3,233 shares; 2025Q2: 3,233 shares; 2025Q3: 3,233 shares; 2025Q4: 3,200 shares; 2026Q1: 25,769 shares; 2026Q2: 35,657 shares; 2026Q3: 37,197 shares 37,197 $3.21M 0.23% +1,540 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,609 shares; 2025Q1: 147,658 shares; 2025Q2: 140,286 shares; 2025Q3: 137,066 shares; 2025Q4: 134,319 shares; 2026Q1: 29,311 shares; 2026Q2: 27,576 shares; 2026Q3: 26,553 shares 26,553 $3.19M 0.23% -1,023 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,207 shares; 2026Q1: 64,292 shares; 2026Q2: 62,690 shares; 2026Q3: 65,263 shares 65,263 $3.17M 0.23% +2,573 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,779 shares; 2025Q1: 75,779 shares; 2025Q2: 75,779 shares; 2025Q3: 75,779 shares; 2025Q4: 75,779 shares; 2026Q1: 75,779 shares; 2026Q2: 75,779 shares; 2026Q3: 75,779 shares 75,779 $3.01M 0.22% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,452 shares; 2025Q1: 41,041 shares; 2025Q2: 47,470 shares; 2025Q3: 46,540 shares; 2025Q4: 46,211 shares; 2026Q1: 48,212 shares; 2026Q2: 52,724 shares; 2026Q3: 54,754 shares 54,754 $2.97M 0.21% +2,030 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,176 shares; 2026Q3: 19,086 shares 19,086 $2.96M 0.21% -90 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,123 shares; 2025Q1: 6,460 shares; 2025Q2: 6,154 shares; 2025Q3: 6,044 shares; 2025Q4: 5,687 shares; 2026Q1: 5,349 shares; 2026Q2: 5,349 shares; 2026Q3: 5,184 shares 5,184 $2.95M 0.21% -165 Timeline JMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,275 shares; 2025Q3: 21,388 shares; 2025Q4: 26,801 shares; 2026Q1: 48,643 shares; 2026Q2: 57,674 shares; 2026Q3: 58,551 shares 58,551 $2.79M 0.2% +877 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,924 shares; 2025Q1: 42,607 shares; 2025Q2: 40,715 shares; 2025Q3: 39,551 shares; 2025Q4: 36,187 shares; 2026Q1: 33,587 shares; 2026Q2: 26,524 shares; 2026Q3: 25,662 shares 25,662 $2.76M 0.2% -862 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; 2024Q4: 25,329 shares; 2025Q1: 23,292 shares; 2025Q2: 22,146 shares; 2025Q3: 22,104 shares; 2025Q4: 21,689 shares; 2026Q1: 20,937 shares; 2026Q2: 20,717 shares; 2026Q3: 20,477 shares 20,477 $2.71M 0.2% -240 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,119 shares; 2026Q1: 23,619 shares; 2026Q2: 23,684 shares; 2026Q3: 24,607 shares 24,607 $2.49M 0.18% +923 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,403 shares; 2026Q1: 9,194 shares; 2026Q2: 9,323 shares; 2026Q3: 9,449 shares 9,449 $2.27M 0.16% +126 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,992 shares; 2025Q1: 11,416 shares; 2025Q2: 11,170 shares; 2025Q3: 10,968 shares; 2025Q4: 10,991 shares; 2026Q1: 10,100 shares; 2026Q2: 9,692 shares; 2026Q3: 9,565 shares 9,565 $2.21M 0.16% -127 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 38,083 shares; 2025Q2: 42,214 shares; 2025Q3: 56,215 shares; 2025Q4: 53,645 shares; 2026Q1: 54,345 shares; 2026Q2: 68,719 shares; 2026Q3: 87,576 shares 87,576 $2.13M 0.15% +18,857 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,016 shares; 2025Q1: 21,605 shares; 2025Q2: 21,668 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares; 2026Q1: 20,157 shares; 2026Q2: 20,018 shares; 2026Q3: 20,018 shares 20,018 $2.06M 0.15% 0 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; 2024Q4: 1,694 shares; 2025Q1: 1,852 shares; 2025Q2: 1,855 shares; 2025Q3: 1,855 shares; 2025Q4: 2,020 shares; 2026Q1: 2,034 shares; 2026Q2: 2,034 shares; 2026Q3: 2,905 shares 2,905 $2.04M 0.15% +871 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,204 shares; 2026Q3: 1,204 shares 1,204 $1.99M 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,326 shares; 2025Q1: 5,241 shares; 2025Q2: 5,139 shares; 2025Q3: 5,176 shares; 2025Q4: 5,277 shares; 2026Q1: 6,376 shares; 2026Q2: 6,351 shares; 2026Q3: 6,343 shares 6,343 $1.98M 0.14% -8 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,420 shares 32,420 $1.95M 0.14% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,038 shares; 2025Q1: 7,166 shares; 2025Q2: 7,163 shares; 2025Q3: 7,208 shares; 2025Q4: 6,294 shares; 2026Q1: 6,235 shares; 2026Q2: 6,088 shares; 2026Q3: 5,688 shares 5,688 $1.94M 0.14% -400 Timeline XLF 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; 2024Q4: 74,366 shares; 2025Q1: 67,765 shares; 2025Q2: 67,369 shares; 2025Q3: 69,929 shares; 2025Q4: 73,952 shares; 2026Q1: 78,368 shares; 2026Q2: 83,663 shares; 2026Q3: 35,529 shares 35,529 $1.9M 0.14% -48,134 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,482 shares; 2025Q1: 1,481 shares; 2025Q2: 1,448 shares; 2025Q3: 1,460 shares; 2025Q4: 6,334 shares; 2026Q1: 7,223 shares; 2026Q2: 6,611 shares; 2026Q3: 6,704 shares 6,704 $1.85M 0.13% +93 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 743 shares; 2025Q1: 715 shares; 2025Q2: 698 shares; 2025Q3: 665 shares; 2025Q4: not reported; 2026Q1: 6,533 shares; 2026Q2: 5,665 shares; 2026Q3: 5,639 shares 5,639 $1.82M 0.13% -26 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,185 shares; 2025Q1: 20,033 shares; 2025Q2: 21,230 shares; 2025Q3: 18,634 shares; 2025Q4: 17,859 shares; 2026Q1: 16,678 shares; 2026Q2: 16,516 shares; 2026Q3: 16,718 shares 16,718 $1.74M 0.13% +202 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 1,785 shares; 2025Q3: 1,794 shares; 2025Q4: 1,798 shares; 2026Q1: 1,641 shares; 2026Q2: 1,657 shares; 2026Q3: 1,636 shares 1,636 $1.73M 0.12% -21 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,150 shares; 2025Q1: 4,141 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 4,067 shares; 2026Q1: 3,871 shares; 2026Q2: 3,828 shares; 2026Q3: 3,464 shares 3,464 $1.72M 0.12% -364 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,633 shares 10,633 $1.68M 0.12% new 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; 2024Q4: 2,064 shares; 2025Q1: 2,020 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,127 shares; 2026Q1: 1,852 shares; 2026Q2: 1,856 shares; 2026Q3: 1,835 shares 1,835 $1.65M 0.12% -21 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,810 shares; 2025Q3: 1,389 shares; 2025Q4: 1,447 shares; 2026Q1: 1,216 shares; 2026Q2: 1,303 shares; 2026Q3: 1,379 shares 1,379 $1.6M 0.12% +76 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,753 shares; 2025Q1: 10,629 shares; 2025Q2: 14,251 shares; 2025Q3: 14,251 shares; 2025Q4: 13,973 shares; 2026Q1: 13,973 shares; 2026Q2: 13,698 shares; 2026Q3: 14,594 shares 14,594 $1.56M 0.11% +896 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,661 shares; 2025Q1: 13,461 shares; 2025Q2: 14,384 shares; 2025Q3: 14,032 shares; 2025Q4: 14,354 shares; 2026Q1: 18,295 shares; 2026Q2: 13,908 shares; 2026Q3: 14,338 shares 14,338 $1.48M 0.11% +430 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,175 shares; 2025Q1: 25,260 shares; 2025Q2: 20,104 shares; 2025Q3: 19,210 shares; 2025Q4: 18,599 shares; 2026Q1: 17,058 shares; 2026Q2: 16,389 shares; 2026Q3: 16,156 shares 16,156 $1.45M 0.1% -233 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,533 shares; 2025Q4: 7,234 shares; 2026Q1: 11,916 shares; 2026Q2: 14,619 shares; 2026Q3: 19,725 shares 19,725 $1.42M 0.1% +5,106 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,555 shares; 2025Q1: 20,386 shares; 2025Q2: 36,190 shares; 2025Q3: 34,786 shares; 2025Q4: 33,535 shares; 2026Q1: 29,526 shares; 2026Q2: 28,328 shares; 2026Q3: 28,079 shares 28,079 $1.39M 0.1% -249 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,037 shares; 2025Q1: 26,078 shares; 2025Q2: 25,742 shares; 2025Q3: 25,428 shares; 2025Q4: 24,935 shares; 2026Q1: 23,960 shares; 2026Q2: 23,960 shares; 2026Q3: 23,960 shares 23,960 $1.38M 0.1% 0 Timeline MUTUAL FUNDS-EQUITY RPS MUTUAL FUNDS-EQUITY RPS More: the full row for MUTUAL FUNDS-EQUITY RPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $1.36M 0.1% 0 KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,838 shares; 2025Q1: 13,478 shares; 2025Q2: 13,983 shares; 2025Q3: 13,783 shares; 2025Q4: 16,157 shares; 2026Q1: 15,720 shares; 2026Q2: 15,771 shares; 2026Q3: 15,028 shares 15,028 $1.29M 0.09% -743 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,176 shares; 2025Q3: 15,176 shares; 2025Q4: 15,176 shares; 2026Q1: 15,176 shares; 2026Q2: 15,176 shares; 2026Q3: 15,176 shares 15,176 $1.25M 0.09% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,732 shares; 2025Q1: 7,415 shares; 2025Q2: 7,227 shares; 2025Q3: 7,066 shares; 2025Q4: 6,607 shares; 2026Q1: 5,790 shares; 2026Q2: 5,512 shares; 2026Q3: 5,450 shares 5,450 $1.21M 0.09% -62 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,906 shares 23,906 $1.2M 0.09% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,092 shares; 2025Q1: 2,859 shares; 2025Q2: 2,790 shares; 2025Q3: 2,695 shares; 2025Q4: 2,477 shares; 2026Q1: 2,464 shares; 2026Q2: 2,461 shares; 2026Q3: 2,279 shares 2,279 $1.16M 0.08% -182 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,494 shares; 2025Q1: 6,434 shares; 2025Q2: 6,424 shares; 2025Q3: 6,424 shares; 2025Q4: 6,498 shares; 2026Q1: 6,173 shares; 2026Q2: 6,183 shares; 2026Q3: 6,202 shares 6,202 $1.15M 0.08% +19 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,621 shares; 2025Q1: 5,415 shares; 2025Q2: 5,235 shares; 2025Q3: 5,134 shares; 2025Q4: 4,826 shares; 2026Q1: 4,892 shares; 2026Q2: 4,890 shares; 2026Q3: 4,890 shares 4,890 $1.14M 0.08% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,850 shares; 2025Q1: 3,742 shares; 2025Q2: 3,788 shares; 2025Q3: 3,788 shares; 2025Q4: 3,788 shares; 2026Q1: 3,743 shares; 2026Q2: 3,743 shares; 2026Q3: 3,390 shares 3,390 $1.14M 0.08% -353 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,809 shares; 2025Q1: 5,694 shares; 2025Q2: 5,689 shares; 2025Q3: 5,521 shares; 2025Q4: 5,341 shares; 2026Q1: 4,844 shares; 2026Q2: 4,844 shares; 2026Q3: 4,888 shares 4,888 $1.08M 0.08% +44 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 16,763 shares; 2025Q3: 16,763 shares; 2025Q4: 16,763 shares; 2026Q1: 16,763 shares; 2026Q2: 20,337 shares; 2026Q3: 20,337 shares 20,337 $1.08M 0.08% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,344 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,328 shares; 2026Q3: 3,328 shares 3,328 $972K 0.07% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,991 shares; 2025Q1: 14,767 shares; 2025Q2: 14,767 shares; 2025Q3: 14,767 shares; 2025Q4: 13,867 shares; 2026Q1: 13,291 shares; 2026Q2: 12,693 shares; 2026Q3: 12,693 shares 12,693 $935K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,626 shares; 2025Q1: 4,308 shares; 2025Q2: 4,255 shares; 2025Q3: 4,028 shares; 2025Q4: 4,003 shares; 2026Q1: 3,847 shares; 2026Q2: 3,857 shares; 2026Q3: 3,618 shares 3,618 $934K 0.07% -239 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,215 shares; 2025Q1: 6,664 shares; 2025Q2: 6,690 shares; 2025Q3: 6,531 shares; 2025Q4: 6,238 shares; 2026Q1: 6,026 shares; 2026Q2: 5,935 shares; 2026Q3: 5,570 shares 5,570 $914K 0.07% -365 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,574 shares; 2025Q1: 21,435 shares; 2025Q2: 21,435 shares; 2025Q3: 21,154 shares; 2025Q4: 21,154 shares; 2026Q1: 20,413 shares; 2026Q2: 20,192 shares; 2026Q3: 20,192 shares 20,192 $888K 0.06% 0 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; 2024Q4: 21,878 shares; 2025Q1: 21,390 shares; 2025Q2: 20,540 shares; 2025Q3: 19,606 shares; 2025Q4: 19,097 shares; 2026Q1: 18,633 shares; 2026Q2: 18,032 shares; 2026Q3: 18,767 shares 18,767 $861K 0.06% +735 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,526 shares; 2025Q1: 3,641 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,702 shares; 2026Q1: 4,253 shares; 2026Q2: 4,348 shares; 2026Q3: 4,353 shares 4,353 $819K 0.06% +5 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; 2024Q4: 1,164 shares; 2025Q1: 1,200 shares; 2025Q2: 1,215 shares; 2025Q3: 1,236 shares; 2025Q4: 1,319 shares; 2026Q1: 1,241 shares; 2026Q2: 1,316 shares; 2026Q3: 1,116 shares 1,116 $809K 0.06% -200 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,822 shares; 2025Q1: 2,866 shares; 2025Q2: 2,996 shares; 2025Q3: 2,838 shares; 2025Q4: 2,976 shares; 2026Q1: 2,800 shares; 2026Q2: 2,862 shares; 2026Q3: 2,786 shares 2,786 $793K 0.06% -76 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; 2024Q4: 1,822 shares; 2025Q1: 1,751 shares; 2025Q2: 2,066 shares; 2025Q3: 2,051 shares; 2025Q4: 2,049 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares; 2026Q3: 2,025 shares 2,025 $771K 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; 2024Q4: 38,665 shares; 2025Q1: 38,665 shares; 2025Q2: 38,665 shares; 2025Q3: 38,665 shares; 2025Q4: 41,082 shares; 2026Q1: 42,623 shares; 2026Q2: 42,623 shares; 2026Q3: 42,623 shares 42,623 $748K 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,740 shares; 2025Q1: 20,691 shares; 2025Q2: 20,110 shares; 2025Q3: 19,955 shares; 2025Q4: 20,273 shares; 2026Q1: 18,600 shares; 2026Q2: 17,824 shares; 2026Q3: 9,037 shares 9,037 $723K 0.05% -8,787 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,534 shares; 2025Q1: 1,452 shares; 2025Q2: 1,418 shares; 2025Q3: 1,468 shares; 2025Q4: 1,473 shares; 2026Q1: 1,418 shares; 2026Q2: 1,382 shares; 2026Q3: 1,364 shares 1,364 $705K 0.05% -18 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,756 shares; 2025Q1: 2,803 shares; 2025Q2: 2,931 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,542 shares; 2026Q2: 2,548 shares; 2026Q3: 2,542 shares 2,542 $692K 0.05% -6 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,387 shares; 2025Q1: 6,239 shares; 2025Q2: 4,812 shares; 2025Q3: 4,812 shares; 2025Q4: 4,558 shares; 2026Q1: 4,279 shares; 2026Q2: 4,279 shares; 2026Q3: 4,279 shares 4,279 $670K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,395 shares; 2025Q1: 8,561 shares; 2025Q2: 8,506 shares; 2025Q3: 8,314 shares; 2025Q4: 7,954 shares; 2026Q1: 7,954 shares; 2026Q2: 7,660 shares; 2026Q3: 7,660 shares 7,660 $654K 0.05% 0 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; 2024Q4: 29,822 shares; 2025Q1: 19,578 shares; 2025Q2: 19,406 shares; 2025Q3: 18,492 shares; 2025Q4: 17,713 shares; 2026Q1: 17,857 shares; 2026Q2: 3,221 shares; 2026Q3: 2,374 shares 2,374 $654K 0.05% -847 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,617 shares; 2025Q1: 5,377 shares; 2025Q2: 4,726 shares; 2025Q3: 5,049 shares; 2025Q4: 5,334 shares; 2026Q1: 5,330 shares; 2026Q2: 5,579 shares; 2026Q3: 5,495 shares 5,495 $626K 0.05% -84 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,759 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares; 2026Q3: 1,762 shares 1,762 $625K 0.05% +75 Timeline CLARION CLARION More: the full row for CLARION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 567,199 shares; 2025Q1: 567,199 shares; 2025Q2: 560,653 shares; 2025Q3: 562,446 shares; 2025Q4: 570,951 shares; 2026Q1: 570,951 shares; 2026Q2: 592,314 shares; 2026Q3: 624,610 shares 624,610 $625K 0.05% +32,296 CIM CIM More: the full row for CIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 554,166 shares; 2025Q1: 561,733 shares; 2025Q2: 563,354 shares; 2025Q3: 563,354 shares; 2025Q4: 607,523 shares; 2026Q1: 607,523 shares; 2026Q2: 613,621 shares; 2026Q3: 614,083 shares 614,083 $614K 0.04% +462 NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,703 shares; 2025Q1: 28,703 shares; 2025Q2: 28,703 shares; 2025Q3: 28,703 shares; 2025Q4: 31,403 shares; 2026Q1: 31,403 shares; 2026Q2: 31,403 shares; 2026Q3: 31,403 shares 31,403 $593K 0.04% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares; 2026Q3: 1,330 shares 1,330 $584K 0.04% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,873 shares; 2025Q1: 4,336 shares; 2025Q2: 4,336 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares; 2026Q2: 4,336 shares; 2026Q3: 4,336 shares 4,336 $555K 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; 2024Q4: 20,263 shares; 2025Q1: 17,363 shares; 2025Q2: 17,429 shares; 2025Q3: 15,956 shares; 2025Q4: 6,801 shares; 2026Q1: 3,997 shares; 2026Q2: 3,918 shares; 2026Q3: 3,024 shares 3,024 $555K 0.04% -894 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,054 shares; 2026Q1: 8,993 shares; 2026Q2: 8,993 shares; 2026Q3: 8,993 shares 8,993 $550K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,998 shares; 2025Q1: 1,892 shares; 2025Q2: 1,890 shares; 2025Q3: 1,858 shares; 2025Q4: 1,825 shares; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares; 2026Q3: 1,748 shares 1,748 $540K 0.04% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares; 2026Q3: 1,529 shares 1,529 $538K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 728 shares; 2025Q1: 694 shares; 2025Q2: 498 shares; 2025Q3: 507 shares; 2025Q4: 525 shares; 2026Q1: 548 shares; 2026Q2: 530 shares; 2026Q3: 561 shares 561 $533K 0.04% +31 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,139 shares; 2025Q1: 7,967 shares; 2025Q2: 6,903 shares; 2025Q3: 4,277 shares; 2025Q4: 4,314 shares; 2026Q1: 4,544 shares; 2026Q2: 4,988 shares; 2026Q3: 5,538 shares 5,538 $524K 0.04% +550 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,307 shares; 2025Q1: 11,168 shares; 2025Q2: 10,817 shares; 2025Q3: 10,356 shares; 2025Q4: 10,490 shares; 2026Q1: 8,354 shares; 2026Q2: 8,455 shares; 2026Q3: 8,354 shares 8,354 $521K 0.04% -101 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,268 shares; 2025Q2: 2,235 shares; 2025Q3: 2,187 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares; 2026Q2: 2,205 shares; 2026Q3: 2,030 shares 2,030 $518K 0.04% -175 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,596 shares; 2026Q1: 4,166 shares; 2026Q2: 4,522 shares; 2026Q3: 5,665 shares 5,665 $514K 0.04% +1,143 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; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 3,724 shares; 2025Q3: 3,536 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares; 2026Q2: 3,274 shares; 2026Q3: 3,254 shares 3,254 $505K 0.04% -20 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,092 shares; 2025Q1: 19,092 shares; 2025Q2: 18,133 shares; 2025Q3: 17,968 shares; 2025Q4: 17,888 shares; 2026Q1: 17,370 shares; 2026Q2: 14,672 shares; 2026Q3: 14,180 shares 14,180 $502K 0.04% -492 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,596 shares; 2025Q1: 1,470 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,634 shares; 2026Q1: 1,442 shares; 2026Q2: 1,452 shares; 2026Q3: 1,452 shares 1,452 $482K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,684 shares; 2025Q1: 5,391 shares; 2025Q2: 5,391 shares; 2025Q3: 5,429 shares; 2025Q4: 5,228 shares; 2026Q1: 4,922 shares; 2026Q2: 4,922 shares; 2026Q3: 3,799 shares 3,799 $475K 0.03% -1,123 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 2,800 shares; 2025Q2: 2,700 shares; 2025Q3: 2,500 shares; 2025Q4: 2,400 shares; 2026Q1: 2,177 shares; 2026Q2: 2,177 shares; 2026Q3: 2,075 shares 2,075 $460K 0.03% -102 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; 2024Q4: 2,708 shares; 2025Q1: 2,058 shares; 2025Q2: 2,185 shares; 2025Q3: 2,035 shares; 2025Q4: 2,085 shares; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares; 2026Q3: 2,032 shares 2,032 $452K 0.03% -3 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,866 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares; 2025Q4: 5,866 shares; 2026Q1: 5,866 shares; 2026Q2: 5,866 shares; 2026Q3: 5,719 shares 5,719 $441K 0.03% -147 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,202 shares; 2025Q4: 8,248 shares; 2026Q1: 7,327 shares; 2026Q2: 7,752 shares; 2026Q3: 8,082 shares 8,082 $440K 0.03% +330 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,341 shares; 2025Q3: 3,259 shares; 2025Q4: 3,303 shares; 2026Q1: 2,933 shares; 2026Q2: 2,952 shares; 2026Q3: 2,952 shares 2,952 $439K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,804 shares; 2025Q1: 1,618 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,242 shares; 2026Q1: 956 shares; 2026Q2: 956 shares; 2026Q3: 956 shares 956 $432K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,332 shares; 2025Q1: 7,002 shares; 2025Q2: 6,412 shares; 2025Q3: 5,339 shares; 2025Q4: 4,381 shares; 2026Q1: 3,766 shares; 2026Q2: 3,709 shares; 2026Q3: 3,530 shares 3,530 $420K 0.03% -179 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares; 2026Q2: 2,591 shares; 2026Q3: 2,591 shares 2,591 $415K 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,358 shares; 2025Q1: 3,305 shares; 2025Q2: 2,619 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 1,753 shares; 2026Q2: 1,726 shares; 2026Q3: 1,726 shares 1,726 $402K 0.03% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,118 shares; 2025Q1: 6,773 shares; 2025Q2: 6,773 shares; 2025Q3: 6,773 shares; 2025Q4: 6,773 shares; 2026Q1: 6,780 shares; 2026Q2: 6,780 shares; 2026Q3: 6,780 shares 6,780 $402K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,571 shares; 2025Q1: not reported; 2025Q2: 4,571 shares; 2025Q3: 4,571 shares; 2025Q4: 4,721 shares; 2026Q1: 4,721 shares; 2026Q2: 4,949 shares; 2026Q3: 4,721 shares 4,721 $394K 0.03% -228 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; 2024Q4: 1,372 shares; 2025Q1: 1,377 shares; 2025Q2: 1,371 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares; 2026Q3: 1,274 shares 1,274 $387K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,008 shares; 2025Q1: 5,008 shares; 2025Q2: 4,104 shares; 2025Q3: 3,904 shares; 2025Q4: 3,904 shares; 2026Q1: 3,279 shares; 2026Q2: 3,197 shares; 2026Q3: 2,811 shares 2,811 $386K 0.03% -386 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,626 shares; 2025Q3: 5,322 shares; 2025Q4: 5,322 shares; 2026Q1: 5,322 shares; 2026Q2: 5,322 shares; 2026Q3: 5,322 shares 5,322 $376K 0.03% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,616 shares; 2025Q1: 27,616 shares; 2025Q2: 27,616 shares; 2025Q3: 27,616 shares; 2025Q4: 33,534 shares; 2026Q1: 33,534 shares; 2026Q2: 33,534 shares; 2026Q3: 33,534 shares 33,534 $369K 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,219 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 4,708 shares; 2026Q3: 4,668 shares 4,668 $366K 0.03% -40 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; 2024Q4: 7,108 shares; 2025Q1: 6,761 shares; 2025Q2: 7,238 shares; 2025Q3: 7,238 shares; 2025Q4: 6,113 shares; 2026Q1: 5,686 shares; 2026Q2: 5,686 shares; 2026Q3: 5,286 shares 5,286 $356K 0.03% -400 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; 2024Q4: 17,272 shares; 2025Q1: 17,219 shares; 2025Q2: 17,397 shares; 2025Q3: 16,260 shares; 2025Q4: 16,615 shares; 2026Q1: 14,637 shares; 2026Q2: 14,766 shares; 2026Q3: 14,231 shares 14,231 $347K 0.03% -535 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,458 shares; 2025Q1: 7,458 shares; 2025Q2: 7,458 shares; 2025Q3: 7,458 shares; 2025Q4: 7,548 shares; 2026Q1: 7,458 shares; 2026Q2: 7,458 shares; 2026Q3: 7,458 shares 7,458 $347K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,910 shares; 2025Q1: 5,323 shares; 2025Q2: 5,214 shares; 2025Q3: 5,174 shares; 2025Q4: 4,740 shares; 2026Q1: 3,884 shares; 2026Q2: 3,884 shares; 2026Q3: 3,571 shares 3,571 $336K 0.02% -313 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,098 shares; 2026Q3: 2,062 shares 2,062 $333K 0.02% -36 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares; 2026Q3: 190 shares 190 $331K 0.02% -50 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,118 shares 2,118 $320K 0.02% new Timeline RMBI RICHMOND MUT BANCORPORATION More: the full row for RICHMOND MUT BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,987 shares; 2025Q4: 24,859 shares; 2026Q1: 24,859 shares; 2026Q2: 24,859 shares; 2026Q3: 20,530 shares 20,530 $305K 0.02% -4,329 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,917 shares; 2026Q3: 12,917 shares 12,917 $303K 0.02% 0 Timeline FIDELITY FIDELITY More: the full row for FIDELITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,113 shares; 2026Q2: 3,398 shares; 2026Q3: 3,289 shares 3,289 $301K 0.02% -109 HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,725 shares; 2025Q1: 45,725 shares; 2025Q2: 45,725 shares; 2025Q3: 45,725 shares; 2025Q4: 65,573 shares; 2026Q1: 65,573 shares; 2026Q2: 65,573 shares; 2026Q3: 65,573 shares 65,573 $301K 0.02% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 352 shares; 2025Q1: 333 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 424 shares; 2026Q1: 343 shares; 2026Q2: 362 shares; 2026Q3: 314 shares 314 $286K 0.02% -48 Timeline XLI 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; 2024Q4: 19,791 shares; 2025Q1: 19,111 shares; 2025Q2: 18,989 shares; 2025Q3: 18,386 shares; 2025Q4: 18,929 shares; 2026Q1: 19,779 shares; 2026Q2: 20,556 shares; 2026Q3: 1,691 shares 1,691 $282K 0.02% -18,865 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 925 shares; 2026Q1: 916 shares; 2026Q2: 828 shares; 2026Q3: 726 shares 726 $282K 0.02% -102 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,451 shares; 2025Q1: 3,411 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 3,185 shares; 2026Q1: 2,771 shares; 2026Q2: 2,771 shares; 2026Q3: 2,771 shares 2,771 $273K 0.02% 0 Timeline PARTNERS GROUP PRIVATE EQUI… PARTNERS GROUP PRIVATE EQUITY More: the full row for PARTNERS GROUP PRIVATE EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,094 shares; 2026Q1: 123,170 shares; 2026Q2: 123,170 shares; 2026Q3: 123,170 shares 123,170 $270K 0.02% 0 J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,980 shares; 2025Q1: 2,571 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,571 shares; 2026Q1: 2,571 shares; 2026Q2: 2,571 shares; 2026Q3: 1,971 shares 1,971 $267K 0.02% -600 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares; 2026Q3: 506 shares 506 $259K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 904 shares; 2025Q1: 879 shares; 2025Q2: 833 shares; 2025Q3: 814 shares; 2025Q4: 781 shares; 2026Q1: 724 shares; 2026Q2: 724 shares; 2026Q3: 724 shares 724 $258K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares; 2026Q3: 920 shares 920 $258K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 264 shares 264 $252K 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: not reported; 2026Q1: 751 shares; 2026Q2: 751 shares; 2026Q3: 751 shares 751 $245K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,877 shares; 2025Q2: 3,654 shares; 2025Q3: 3,654 shares; 2025Q4: 3,654 shares; 2026Q1: 3,758 shares; 2026Q2: 3,758 shares; 2026Q3: 3,202 shares 3,202 $242K 0.02% -556 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,232 shares; 2025Q1: 2,023 shares; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,796 shares; 2026Q3: 1,963 shares 1,963 $233K 0.02% +167 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,670 shares; 2025Q1: 3,621 shares; 2025Q2: 3,736 shares; 2025Q3: 3,198 shares; 2025Q4: 3,027 shares; 2026Q1: 2,864 shares; 2026Q2: 2,598 shares; 2026Q3: 2,411 shares 2,411 $225K 0.02% -187 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 896 shares; 2026Q3: 896 shares 896 $222K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,931 shares; 2025Q1: 15,463 shares; 2025Q2: 14,683 shares; 2025Q3: 13,057 shares; 2025Q4: 12,971 shares; 2026Q1: 11,075 shares; 2026Q2: 9,987 shares; 2026Q3: 9,987 shares 9,987 $217K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 3,407 shares; 2026Q1: 3,407 shares; 2026Q2: 3,407 shares; 2026Q3: 2,756 shares 2,756 $215K 0.02% -651 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,191 shares; 2025Q1: 2,171 shares; 2025Q2: 2,207 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares; 2026Q3: 1,542 shares 1,542 $210K 0.02% -160 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345 shares; 2025Q1: 347 shares; 2025Q2: 344 shares; 2025Q3: 354 shares; 2025Q4: 3,619 shares; 2026Q1: 3,510 shares; 2026Q2: 3,530 shares; 2026Q3: 3,010 shares 3,010 $209K 0.02% -520 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $205K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,766 shares; 2025Q1: 2,716 shares; 2025Q2: 2,755 shares; 2025Q3: 2,641 shares; 2025Q4: 2,454 shares; 2026Q1: 2,454 shares; 2026Q2: 2,114 shares; 2026Q3: 2,104 shares 2,104 $205K 0.01% -10 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,385 shares; 2025Q1: 1,764 shares; 2025Q2: 830 shares; 2025Q3: 712 shares; 2025Q4: 685 shares; 2026Q1: not reported; 2026Q2: 556 shares; 2026Q3: 554 shares 554 $203K 0.01% -2 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,702 shares; 2025Q1: 5,917 shares; 2025Q2: 5,917 shares; 2025Q3: 5,917 shares; 2025Q4: 5,850 shares; 2026Q1: 3,763 shares; 2026Q2: not reported; 2026Q3: 3,465 shares 3,465 $200K 0.01% new Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $123K 0.01% 0 Timeline