VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,551 shares; 2025Q1: 77,808 shares; 2025Q2: 78,055 shares; 2025Q3: 83,485 shares; 2025Q4: 99,543 shares; 2026Q1: 100,687 shares; 2026Q2: 102,806 shares 102,806 $24.3M 11.99% +2,119 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,672 shares; 2025Q2: 24,995 shares; 2025Q3: not reported; 2025Q4: 40,914 shares; 2026Q1: 34,914 shares; 2026Q2: 31,000 shares 31,000 $22.3M 11% -3,914 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92,951 shares; 2025Q1: 99,690 shares; 2025Q2: 107,297 shares; 2025Q3: 120,024 shares; 2025Q4: 151,715 shares; 2026Q1: 156,617 shares; 2026Q2: 168,943 shares 168,943 $16.3M 8.04% +12,326 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,815 shares; 2025Q1: 47,007 shares; 2025Q2: 53,355 shares; 2025Q3: 57,287 shares; 2025Q4: 59,615 shares; 2026Q1: 60,241 shares; 2026Q2: 64,484 shares 64,484 $15.7M 7.72% +4,243 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126,984 shares; 2025Q1: 137,801 shares; 2025Q2: 140,767 shares; 2025Q3: 147,158 shares; 2025Q4: 172,145 shares; 2026Q1: 175,202 shares; 2026Q2: 181,298 shares 181,298 $15M 7.4% +6,096 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; 2024Q3: not loaded; 2024Q4: 64,493 shares; 2025Q1: 68,193 shares; 2025Q2: 66,138 shares; 2025Q3: 82,062 shares; 2025Q4: 81,163 shares; 2026Q1: 92,750 shares; 2026Q2: 100,101 shares 100,101 $7.13M 3.51% +7,351 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,140 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,300 shares; 2025Q4: 28,971 shares; 2026Q1: 29,171 shares; 2026Q2: 30,071 shares 30,071 $6.6M 3.25% +900 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,960 shares; 2025Q1: 43,060 shares; 2025Q2: 41,811 shares; 2025Q3: 41,369 shares; 2025Q4: 41,365 shares; 2026Q1: 41,351 shares; 2026Q2: 41,220 shares 41,220 $6.51M 3.21% -131 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,236 shares; 2025Q1: 84,166 shares; 2025Q2: 76,843 shares; 2025Q3: 75,944 shares; 2025Q4: 75,876 shares; 2026Q1: 75,400 shares; 2026Q2: 73,749 shares 73,749 $5.69M 2.8% -1,651 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; 2024Q3: not loaded; 2024Q4: 37,934 shares; 2025Q1: 41,614 shares; 2025Q2: 42,710 shares; 2025Q3: 63,147 shares; 2025Q4: 61,363 shares; 2026Q1: 70,767 shares; 2026Q2: 86,952 shares 86,952 $5.19M 2.56% +16,185 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,898 shares; 2025Q1: 48,221 shares; 2025Q2: 36,714 shares; 2025Q3: 37,890 shares; 2025Q4: 37,294 shares; 2026Q1: 37,355 shares; 2026Q2: 38,944 shares 38,944 $4.86M 2.39% +1,589 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,449 shares; 2025Q1: 6,337 shares; 2025Q2: 6,011 shares; 2025Q3: 6,580 shares; 2025Q4: 6,427 shares; 2026Q1: 6,346 shares; 2026Q2: 6,376 shares 6,376 $4.78M 2.35% +30 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; 2024Q3: not loaded; 2024Q4: 11,454 shares; 2025Q1: 11,465 shares; 2025Q2: 11,147 shares; 2025Q3: 11,025 shares; 2025Q4: 11,000 shares; 2026Q1: 10,974 shares; 2026Q2: 43,558 shares 43,558 $3.51M 1.73% +32,584 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,842 shares; 2025Q1: 7,762 shares; 2025Q2: 6,467 shares; 2025Q3: 6,444 shares; 2025Q4: 6,430 shares; 2026Q1: 6,421 shares; 2026Q2: 8,771 shares 8,771 $3.25M 1.6% +2,350 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,182 shares; 2025Q1: 14,829 shares; 2025Q2: 14,315 shares; 2025Q3: 14,188 shares; 2025Q4: 13,375 shares; 2026Q1: 13,313 shares; 2026Q2: 13,119 shares 13,119 $3.18M 1.57% -194 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,887 shares; 2025Q1: 6,663 shares; 2025Q2: 6,195 shares; 2025Q3: 6,159 shares; 2025Q4: 5,957 shares; 2026Q1: 5,909 shares; 2026Q2: 22,796 shares 22,796 $2.83M 1.39% +16,887 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,942 shares; 2025Q1: 31,940 shares; 2025Q2: 32,405 shares; 2025Q3: 32,337 shares; 2025Q4: 32,269 shares; 2026Q1: 32,100 shares; 2026Q2: 32,013 shares 32,013 $2.42M 1.19% -87 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,535 shares; 2025Q1: 9,235 shares; 2025Q2: 9,073 shares; 2025Q3: 9,061 shares; 2025Q4: 7,751 shares; 2026Q1: 8,101 shares; 2026Q2: 8,101 shares 8,101 $2.34M 1.16% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,100 shares; 2026Q2: 16,100 shares 16,100 $2.25M 1.11% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,494 shares; 2025Q1: 4,308 shares; 2025Q2: 9,008 shares; 2025Q3: 9,008 shares; 2025Q4: 17,323 shares; 2026Q1: 12,918 shares; 2026Q2: 13,524 shares 13,524 $2.22M 1.09% +606 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; 2024Q3: not loaded; 2024Q4: 8,369 shares; 2025Q1: 8,376 shares; 2025Q2: 8,376 shares; 2025Q3: 8,382 shares; 2025Q4: 8,394 shares; 2026Q1: 8,400 shares; 2026Q2: 8,865 shares 8,865 $1.93M 0.95% +465 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; 2024Q3: not loaded; 2024Q4: 17,227 shares; 2025Q1: 17,227 shares; 2025Q2: 16,657 shares; 2025Q3: 16,394 shares; 2025Q4: 16,141 shares; 2026Q1: 16,141 shares; 2026Q2: 16,081 shares 16,081 $1.89M 0.93% -60 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 15,158 shares; 2025Q3: 15,293 shares; 2025Q4: 20,159 shares; 2026Q1: 21,139 shares; 2026Q2: 21,305 shares 21,305 $1.82M 0.9% +166 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; 2024Q3: not loaded; 2024Q4: 6,331 shares; 2025Q1: 6,331 shares; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 8,688 shares; 2026Q1: 8,688 shares; 2026Q2: 8,687 shares 8,687 $1.66M 0.82% -1 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $1.56M 0.77% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,365 shares; 2025Q1: 3,275 shares; 2025Q2: 3,065 shares; 2025Q3: 2,965 shares; 2025Q4: 2,865 shares; 2026Q1: 3,310 shares; 2026Q2: 3,819 shares 3,819 $1.42M 0.7% +509 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; 2024Q3: not loaded; 2024Q4: 8,733 shares; 2025Q1: 9,008 shares; 2025Q2: 8,624 shares; 2025Q3: 8,345 shares; 2025Q4: 7,462 shares; 2026Q1: 7,462 shares; 2026Q2: 7,462 shares 7,462 $1.18M 0.58% 0 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $1.1M 0.54% 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; 2024Q3: not loaded; 2024Q4: 1,464 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,567 shares; 2025Q4: 1,570 shares; 2026Q1: 1,572 shares; 2026Q2: 1,573 shares 1,573 $1.08M 0.53% +1 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; 2024Q3: not loaded; 2024Q4: 24,618 shares; 2025Q1: 24,618 shares; 2025Q2: 21,560 shares; 2025Q3: 21,560 shares; 2025Q4: 19,932 shares; 2026Q1: 19,832 shares; 2026Q2: 19,832 shares 19,832 $1.06M 0.52% 0 Timeline AFBI AFFINITY BANCSHARES INC More: the full row for AFFINITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,000 shares; 2026Q2: 41,000 shares 41,000 $927K 0.46% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: 2,220 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,570 shares 2,570 $918K 0.45% +200 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,553 shares; 2025Q1: 3,553 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares; 2026Q2: 3,356 shares 3,356 $852K 0.42% -92 Timeline FSEA FIRST SEACOAST BANCORP INC More: the full row for FIRST SEACOAST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,088 shares; 2026Q2: 50,088 shares 50,088 $844K 0.42% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,294 shares; 2025Q2: 5,294 shares; 2025Q3: 5,294 shares; 2025Q4: 5,294 shares; 2026Q1: 5,144 shares; 2026Q2: 5,144 shares 5,144 $804K 0.4% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,230 shares; 2025Q1: 3,124 shares; 2025Q2: 2,644 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares; 2026Q2: 2,571 shares 2,571 $780K 0.38% -1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,138 shares; 2025Q2: 5,738 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares; 2026Q1: 4,896 shares; 2026Q2: 4,824 shares 4,824 $716K 0.35% -72 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; 2024Q3: not loaded; 2024Q4: 2,427 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,157 shares; 2025Q4: 2,132 shares; 2026Q1: 2,132 shares; 2026Q2: 2,119 shares 2,119 $694K 0.34% -13 Timeline PBFS PIONEER BANCORP INC MD More: the full row for PIONEER BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $683K 0.34% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,100 shares; 2026Q2: 22,100 shares 22,100 $673K 0.33% 0 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; 2024Q3: not loaded; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares; 2026Q2: 2,275 shares 2,275 $667K 0.33% -20 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares; 2026Q2: 3,265 shares 3,265 $653K 0.32% 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; 2024Q3: not loaded; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $651K 0.32% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $635K 0.31% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 681 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 5,087 shares 5,087 $608K 0.3% +4,451 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,439 shares; 2025Q1: 3,439 shares; 2025Q2: 3,359 shares; 2025Q3: 3,359 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares; 2026Q2: 3,198 shares 3,198 $607K 0.3% -160 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; 2024Q3: not loaded; 2024Q4: 6,850 shares; 2025Q1: 6,950 shares; 2025Q2: 6,367 shares; 2025Q3: 6,367 shares; 2025Q4: 11,322 shares; 2026Q1: 11,322 shares; 2026Q2: 11,322 shares 11,322 $601K 0.3% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,097 shares; 2026Q1: 5,097 shares; 2026Q2: 5,096 shares 5,096 $577K 0.28% -1 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 895 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 6,650 shares 6,650 $573K 0.28% +5,708 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $497K 0.25% 0 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; 2024Q3: not loaded; 2024Q4: 2,848 shares; 2025Q1: 2,948 shares; 2025Q2: 2,945 shares; 2025Q3: 2,945 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares 2,632 $488K 0.24% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 1,040 shares; 2026Q2: 1,115 shares 1,115 $454K 0.22% +75 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; 2024Q3: not loaded; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares; 2026Q2: 1,522 shares 1,522 $454K 0.22% -85 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,245 shares 1,245 $451K 0.22% -60 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares; 2026Q2: 2,796 shares 2,796 $438K 0.22% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $428K 0.21% 0 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; 2024Q3: not loaded; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $427K 0.21% 0 Timeline XLY 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; 2024Q3: not loaded; 2024Q4: 2,230 shares; 2025Q1: 2,098 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 3,506 shares; 2026Q1: 3,506 shares; 2026Q2: 3,506 shares 3,506 $411K 0.2% 0 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; 2024Q3: not loaded; 2024Q4: 4,052 shares; 2025Q1: 4,052 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares; 2026Q2: 2,870 shares 2,870 $411K 0.2% -1,000 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,743 shares; 2025Q1: 7,743 shares; 2025Q2: 7,743 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares; 2026Q1: 7,344 shares; 2026Q2: 7,343 shares 7,343 $369K 0.18% -1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,273 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,273 shares; 2026Q1: 2,273 shares; 2026Q2: 2,168 shares 2,168 $366K 0.18% -105 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares 3,601 $360K 0.18% 0 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; 2024Q3: not loaded; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 972 shares 972 $344K 0.17% -35 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; 2024Q3: not loaded; 2024Q4: 488 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $341K 0.17% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $337K 0.17% 0 Timeline PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,790 shares; 2026Q2: 7,790 shares 7,790 $336K 0.17% 0 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; 2024Q3: not loaded; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,445 shares 2,445 $334K 0.16% -125 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; 2024Q3: not loaded; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares; 2026Q2: 5,825 shares 5,825 $332K 0.16% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,340 shares 3,340 $332K 0.16% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,991 shares; 2025Q3: 1,986 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,945 shares 1,945 $322K 0.16% -40 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; 2024Q3: not loaded; 2024Q4: 7,523 shares; 2025Q1: 7,523 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 7,523 shares; 2026Q1: 7,523 shares; 2026Q2: 7,523 shares 7,523 $319K 0.16% 0 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $317K 0.16% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,025 shares; 2026Q2: 3,425 shares 3,425 $316K 0.16% +400 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; 2024Q3: not loaded; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,824 shares; 2026Q1: 2,647 shares; 2026Q2: 2,146 shares 2,146 $315K 0.16% -501 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,515 shares; 2026Q1: 13,515 shares; 2026Q2: 13,015 shares 13,015 $313K 0.15% -500 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,935 shares; 2025Q1: 13,935 shares; 2025Q2: 13,926 shares; 2025Q3: 13,920 shares; 2025Q4: 13,912 shares; 2026Q1: 13,891 shares; 2026Q2: 13,722 shares 13,722 $297K 0.15% -169 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $295K 0.15% 0 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; 2024Q3: not loaded; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 571 shares 571 $291K 0.14% -1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,708 shares; 2025Q1: 2,708 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 2,478 shares 2,478 $291K 0.14% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,962 shares; 2026Q1: 5,462 shares; 2026Q2: 5,462 shares 5,462 $291K 0.14% 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; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 1,625 shares 1,625 $290K 0.14% +1,568 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,439 shares; 2025Q1: 1,707 shares; 2025Q2: 1,067 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,013 shares; 2026Q2: 960 shares 960 $289K 0.14% -53 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: 3,284 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $288K 0.14% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $284K 0.14% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 994 shares 994 $281K 0.14% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 235 shares 235 $281K 0.14% +35 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $279K 0.14% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $277K 0.14% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $270K 0.13% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $269K 0.13% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $267K 0.13% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares; 2026Q2: 2,590 shares 2,590 $261K 0.13% -28 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $254K 0.13% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $250K 0.12% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,088 shares; 2025Q1: 8,088 shares; 2025Q2: 8,088 shares; 2025Q3: 8,088 shares; 2025Q4: 7,488 shares; 2026Q1: 7,488 shares; 2026Q2: 7,488 shares 7,488 $239K 0.12% 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; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $237K 0.12% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $236K 0.12% 0 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; 2024Q3: not loaded; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $236K 0.12% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $230K 0.11% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares; 2026Q2: 1,783 shares 1,783 $229K 0.11% -1 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: not reported; 2026Q2: 190 shares 190 $228K 0.11% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $226K 0.11% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares; 2026Q1: 2,917 shares; 2026Q2: 2,782 shares 2,782 $226K 0.11% -135 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,800 shares 1,800 $222K 0.11% +200 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $221K 0.11% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 888 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $220K 0.11% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares; 2026Q2: 1,055 shares 1,055 $216K 0.11% +200 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $202K 0.1% new Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,743 shares; 2026Q2: 67,743 shares 67,743 $56.3K 0.03% 0 Timeline