ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053,463 shares; 2024Q4: 3,690,939 shares; 2025Q1: 4,067,044 shares; 2025Q2: 4,140,699 shares; 2025Q3: 4,822,896 shares 4,822,896 $711M 8.06% +682,197 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,106,777 shares; 2024Q4: 16,090,152 shares; 2025Q1: 16,373,873 shares; 2025Q2: 15,559,478 shares; 2025Q3: 11,163,173 shares 11,163,173 $431M 4.88% -4,396,305 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728,583 shares; 2024Q4: 4,755,119 shares; 2025Q1: 5,429,371 shares; 2025Q2: 5,481,515 shares; 2025Q3: 6,429,313 shares 6,429,313 $386M 4.38% +947,798 Timeline AVDV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516,627 shares; 2024Q4: 3,136,007 shares; 2025Q1: 3,601,353 shares; 2025Q2: 3,807,743 shares; 2025Q3: 4,043,766 shares 4,043,766 $362M 4.1% +236,023 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145,503 shares; 2024Q4: 16,997,853 shares; 2025Q1: 17,681,788 shares; 2025Q2: 17,632,675 shares; 2025Q3: 15,378,760 shares 15,378,760 $348M 3.95% -2,253,915 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274,142 shares; 2024Q4: 2,695,603 shares; 2025Q1: 3,062,729 shares; 2025Q2: 3,135,166 shares; 2025Q3: 3,911,429 shares 3,911,429 $316M 3.59% +776,263 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586,109 shares; 2024Q4: 4,820,280 shares; 2025Q1: 4,915,377 shares; 2025Q2: 4,859,841 shares; 2025Q3: 4,375,367 shares 4,375,367 $254M 2.88% -484,474 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,289 shares; 2024Q4: 2,978,368 shares; 2025Q1: 3,483,685 shares; 2025Q2: 3,896,787 shares; 2025Q3: 5,061,981 shares 5,061,981 $244M 2.77% +1,165,194 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166,846 shares; 2024Q4: 5,376,491 shares; 2025Q1: 5,592,080 shares; 2025Q2: 5,568,690 shares; 2025Q3: 4,785,357 shares 4,785,357 $222M 2.52% -783,333 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,420 shares; 2024Q4: 1,155,398 shares; 2025Q1: 1,482,024 shares; 2025Q2: 1,931,863 shares; 2025Q3: 2,241,212 shares 2,241,212 $222M 2.52% +309,349 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,072 shares; 2024Q4: 321,790 shares; 2025Q1: 426,374 shares; 2025Q2: 600,329 shares; 2025Q3: 657,016 shares 657,016 $219M 2.48% +56,687 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950,987 shares; 2024Q4: 5,141,465 shares; 2025Q1: 6,109,641 shares; 2025Q2: 6,014,223 shares; 2025Q3: 6,015,750 shares 6,015,750 $196M 2.22% +1,527 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130,215 shares; 2024Q4: 2,676,073 shares; 2025Q1: 3,207,195 shares; 2025Q2: 3,115,238 shares; 2025Q3: 3,743,743 shares 3,743,743 $188M 2.14% +628,505 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468,171 shares; 2024Q4: 4,556,275 shares; 2025Q1: 4,654,595 shares; 2025Q2: 4,538,175 shares; 2025Q3: 3,778,650 shares 3,778,650 $169M 1.92% -759,525 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335,882 shares; 2024Q4: 1,714,150 shares; 2025Q1: 1,960,818 shares; 2025Q2: 2,023,380 shares; 2025Q3: 1,958,115 shares 1,958,115 $143M 1.62% -65,265 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,516 shares; 2024Q4: 372,938 shares; 2025Q1: 444,776 shares; 2025Q2: 424,084 shares; 2025Q3: 490,027 shares 490,027 $129M 1.46% +65,943 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,867 shares; 2024Q4: 738,330 shares; 2025Q1: 949,142 shares; 2025Q2: 2,074,570 shares; 2025Q3: 2,580,178 shares 2,580,178 $119M 1.35% +505,608 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,167 shares; 2024Q4: 131,683 shares; 2025Q1: 134,207 shares; 2025Q2: 159,973 shares; 2025Q3: 229,780 shares 229,780 $117M 1.33% +69,807 Timeline AVLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,058 shares; 2024Q4: 153,002 shares; 2025Q1: 258,907 shares; 2025Q2: 830,925 shares; 2025Q3: 1,495,138 shares 1,495,138 $109M 1.24% +664,213 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905,980 shares; 2024Q4: 3,840,874 shares; 2025Q1: 3,987,815 shares; 2025Q2: 3,679,168 shares; 2025Q3: 3,046,252 shares 3,046,252 $95.8M 1.09% -632,916 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,633 shares; 2024Q4: 1,703,733 shares; 2025Q1: 2,074,375 shares; 2025Q2: 2,269,910 shares; 2025Q3: 2,493,329 shares 2,493,329 $94.3M 1.07% +223,419 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,973 shares; 2024Q4: 972,531 shares; 2025Q1: 1,253,902 shares; 2025Q2: 1,947,191 shares; 2025Q3: 2,335,916 shares 2,335,916 $85.8M 0.97% +388,725 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646,285 shares; 2024Q4: 2,231,410 shares; 2025Q1: 2,331,774 shares; 2025Q2: 2,520,459 shares; 2025Q3: 2,268,424 shares 2,268,424 $81M 0.92% -252,035 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,482 shares; 2024Q4: 316,713 shares; 2025Q1: 359,448 shares; 2025Q2: 357,385 shares; 2025Q3: 392,627 shares 392,627 $75.8M 0.86% +35,242 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,469 shares; 2024Q4: 104,529 shares; 2025Q1: 112,946 shares; 2025Q2: 111,969 shares; 2025Q3: 198,980 shares 198,980 $74.7M 0.85% +87,011 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254,774 shares; 2024Q4: 1,644,071 shares; 2025Q1: 2,034,946 shares; 2025Q2: 2,224,139 shares; 2025Q3: 2,383,549 shares 2,383,549 $72.9M 0.83% +159,410 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,875 shares; 2024Q4: 778,567 shares; 2025Q1: 808,339 shares; 2025Q2: 813,620 shares; 2025Q3: 1,018,708 shares 1,018,708 $68.8M 0.78% +205,088 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,728 shares; 2024Q4: 718,615 shares; 2025Q1: 789,762 shares; 2025Q2: 783,227 shares; 2025Q3: 851,692 shares 851,692 $58.3M 0.66% +68,465 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,547 shares; 2024Q4: 553,233 shares; 2025Q1: 617,138 shares; 2025Q2: 575,639 shares; 2025Q3: 717,783 shares 717,783 $56.6M 0.64% +142,144 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,968 shares; 2024Q4: 28,500 shares; 2025Q1: 32,873 shares; 2025Q2: 46,072 shares; 2025Q3: 85,854 shares 85,854 $53.7M 0.61% +39,782 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,758 shares; 2024Q4: 1,976,668 shares; 2025Q1: 1,928,744 shares; 2025Q2: 1,732,941 shares; 2025Q3: 1,779,169 shares 1,779,169 $51.8M 0.59% +46,228 Timeline AVIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,793 shares; 2024Q4: 160,996 shares; 2025Q1: 174,496 shares; 2025Q2: 433,163 shares; 2025Q3: 726,967 shares 726,967 $50M 0.57% +293,804 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,963 shares; 2024Q4: 719,160 shares; 2025Q1: 980,782 shares; 2025Q2: 1,658,961 shares; 2025Q3: 1,524,023 shares 1,524,023 $48.5M 0.55% -134,938 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,911 shares; 2024Q4: 1,765,494 shares; 2025Q1: 1,689,445 shares; 2025Q2: 1,448,022 shares; 2025Q3: 1,480,156 shares 1,480,156 $47.3M 0.54% +32,134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,652 shares; 2024Q4: 129,055 shares; 2025Q1: 151,804 shares; 2025Q2: 140,831 shares; 2025Q3: 183,693 shares 183,693 $43.4M 0.49% +42,862 Timeline AVIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,232 shares; 2025Q2: 447,245 shares; 2025Q3: 975,121 shares 975,121 $40.9M 0.46% +527,876 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,006 shares; 2024Q4: 631,705 shares; 2025Q1: 644,247 shares; 2025Q2: 625,327 shares; 2025Q3: 659,372 shares 659,372 $39.9M 0.45% +34,045 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,254 shares; 2024Q4: 468,347 shares; 2025Q1: 767,754 shares; 2025Q2: 694,395 shares; 2025Q3: 830,728 shares 830,728 $39.9M 0.45% +136,333 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,494 shares; 2024Q4: 50,284 shares; 2025Q1: 88,019 shares; 2025Q2: 79,372 shares; 2025Q3: 139,395 shares 139,395 $39M 0.44% +60,023 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,274 shares; 2024Q4: 1,460,444 shares; 2025Q1: 1,458,345 shares; 2025Q2: 1,280,742 shares; 2025Q3: 1,329,461 shares 1,329,461 $36.2M 0.41% +48,719 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,618 shares; 2024Q4: 605,365 shares; 2025Q1: 715,493 shares; 2025Q2: 963,671 shares; 2025Q3: 1,013,879 shares 1,013,879 $32.3M 0.37% +50,208 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,208 shares; 2025Q3: 848,610 shares 848,610 $31.8M 0.36% +447,402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,472 shares; 2024Q4: 66,228 shares; 2025Q1: 75,486 shares; 2025Q2: 74,234 shares; 2025Q3: 111,121 shares 111,121 $28.4M 0.32% +36,887 Timeline AVRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 28,878 shares; 2025Q1: 57,148 shares; 2025Q2: 322,564 shares; 2025Q3: 634,648 shares 634,648 $28.2M 0.32% +312,084 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 65,252 shares; 2025Q1: 71,110 shares; 2025Q2: 50,961 shares; 2025Q3: 83,233 shares 83,233 $28M 0.32% +32,272 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,427 shares; 2024Q4: 133,476 shares; 2025Q1: 140,545 shares; 2025Q2: 139,592 shares; 2025Q3: 130,556 shares 130,556 $27.1M 0.31% -9,036 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,688 shares; 2024Q4: 63,888 shares; 2025Q1: 69,198 shares; 2025Q2: 56,686 shares; 2025Q3: 99,000 shares 99,000 $26.7M 0.3% +42,314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,656 shares; 2024Q4: 334,838 shares; 2025Q1: 347,260 shares; 2025Q2: 414,046 shares; 2025Q3: 479,751 shares 479,751 $26.3M 0.3% +65,705 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,681 shares; 2024Q4: 189,453 shares; 2025Q1: 246,858 shares; 2025Q2: 241,641 shares; 2025Q3: 351,187 shares 351,187 $26.2M 0.3% +109,546 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923,768 shares; 2024Q4: 1,064,899 shares; 2025Q1: 1,169,039 shares; 2025Q2: 1,152,913 shares; 2025Q3: 958,623 shares 958,623 $26.2M 0.3% -194,290 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,515 shares; 2024Q4: 47,181 shares; 2025Q1: 49,706 shares; 2025Q2: 46,232 shares; 2025Q3: 52,147 shares 52,147 $26.1M 0.3% +5,915 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,229 shares; 2024Q4: 70,397 shares; 2025Q1: 69,434 shares; 2025Q2: 68,415 shares; 2025Q3: 69,948 shares 69,948 $25.8M 0.29% +1,533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 27,677 shares; 2025Q1: 29,915 shares; 2025Q2: 26,708 shares; 2025Q3: 37,004 shares 37,004 $25.7M 0.29% +10,296 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,739 shares; 2024Q4: 1,052,148 shares; 2025Q1: 1,026,111 shares; 2025Q2: 977,862 shares; 2025Q3: 1,086,924 shares 1,086,924 $25.4M 0.29% +109,062 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,872 shares; 2024Q4: 26,439 shares; 2025Q1: 29,211 shares; 2025Q2: 29,149 shares; 2025Q3: 40,591 shares 40,591 $25M 0.28% +11,442 Timeline AVES 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,073 shares; 2025Q1: 99,580 shares; 2025Q2: 249,449 shares; 2025Q3: 415,994 shares 415,994 $24.3M 0.28% +166,545 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,226 shares; 2024Q4: 28,113 shares; 2025Q1: 29,762 shares; 2025Q2: 29,906 shares; 2025Q3: 35,638 shares 35,638 $24.2M 0.27% +5,732 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,410 shares; 2024Q4: 66,209 shares; 2025Q1: 74,569 shares; 2025Q2: 65,923 shares; 2025Q3: 75,332 shares 75,332 $23.8M 0.27% +9,409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 12,476 shares; 2025Q1: 18,731 shares; 2025Q2: 22,093 shares; 2025Q3: 34,666 shares 34,666 $23.5M 0.27% +12,573 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 83,731 shares 83,731 $22.7M 0.26% +82,665 Timeline AVUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,791 shares; 2024Q4: 271,875 shares; 2025Q1: 311,309 shares; 2025Q2: 309,020 shares; 2025Q3: 203,779 shares 203,779 $22.3M 0.25% -105,241 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,777 shares; 2024Q4: 161,122 shares; 2025Q1: 174,906 shares; 2025Q2: 191,773 shares; 2025Q3: 245,018 shares 245,018 $22.2M 0.25% +53,245 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,550 shares; 2024Q4: 743,986 shares; 2025Q1: 847,754 shares; 2025Q2: 901,389 shares; 2025Q3: 674,889 shares 674,889 $22.2M 0.25% -226,500 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,713 shares; 2024Q4: 90,185 shares; 2025Q1: 156,258 shares; 2025Q2: 191,533 shares; 2025Q3: 292,632 shares 292,632 $21.7M 0.25% +101,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,995 shares; 2024Q4: 83,387 shares; 2025Q1: 100,784 shares; 2025Q2: 96,736 shares; 2025Q3: 113,570 shares 113,570 $21.2M 0.24% +16,834 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,336 shares; 2024Q4: 28,980 shares; 2025Q1: 33,373 shares; 2025Q2: 36,826 shares; 2025Q3: 46,893 shares 46,893 $20.9M 0.24% +10,067 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,826 shares; 2024Q4: 373,553 shares; 2025Q1: 369,043 shares; 2025Q2: 376,207 shares; 2025Q3: 295,599 shares 295,599 $20.2M 0.23% -80,608 Timeline AVEM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,941 shares; 2024Q4: 364,767 shares; 2025Q1: 386,638 shares; 2025Q2: 472,232 shares; 2025Q3: 261,608 shares 261,608 $19.7M 0.22% -210,624 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,285 shares; 2024Q4: 353,259 shares; 2025Q1: 390,419 shares; 2025Q2: 372,538 shares; 2025Q3: 459,267 shares 459,267 $19.6M 0.22% +86,729 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,185 shares; 2024Q4: 38,738 shares; 2025Q1: 189,346 shares; 2025Q2: 204,617 shares; 2025Q3: 405,736 shares 405,736 $18.8M 0.21% +201,119 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,485 shares; 2024Q4: 37,397 shares; 2025Q1: 40,093 shares; 2025Q2: 40,125 shares; 2025Q3: 37,526 shares 37,526 $18.3M 0.21% -2,599 Timeline VEU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,082 shares; 2024Q4: 81,318 shares; 2025Q1: 83,912 shares; 2025Q2: 160,398 shares; 2025Q3: 237,196 shares 237,196 $17.4M 0.2% +76,798 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,949 shares; 2024Q4: 57,081 shares; 2025Q1: 55,022 shares; 2025Q2: 305,037 shares; 2025Q3: 213,251 shares 213,251 $17.2M 0.2% -91,786 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,773 shares; 2024Q4: 45,756 shares; 2025Q1: 52,728 shares; 2025Q2: 48,914 shares; 2025Q3: 63,800 shares 63,800 $17M 0.19% +14,886 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,482 shares; 2024Q4: 165,079 shares; 2025Q1: 283,874 shares; 2025Q2: 288,803 shares; 2025Q3: 392,231 shares 392,231 $16.8M 0.19% +103,428 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,219 shares; 2024Q4: 125,546 shares; 2025Q1: 127,234 shares; 2025Q2: 124,048 shares; 2025Q3: 143,143 shares 143,143 $16.5M 0.19% +19,095 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 8,877 shares; 2025Q1: 14,700 shares; 2025Q2: 13,240 shares; 2025Q3: 24,440 shares 24,440 $14.6M 0.17% +11,200 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,764 shares; 2024Q4: 410,028 shares; 2025Q1: 409,812 shares; 2025Q2: 425,027 shares; 2025Q3: 417,209 shares 417,209 $14.6M 0.17% -7,818 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,918 shares; 2024Q4: 115,457 shares; 2025Q1: 139,588 shares; 2025Q2: 141,743 shares; 2025Q3: 185,020 shares 185,020 $14.4M 0.16% +43,277 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,333 shares; 2024Q4: 81,576 shares; 2025Q1: 85,595 shares; 2025Q2: 80,861 shares; 2025Q3: 101,591 shares 101,591 $14.3M 0.16% +20,730 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,019 shares; 2024Q4: 90,798 shares; 2025Q1: 116,426 shares; 2025Q2: 110,385 shares; 2025Q3: 136,072 shares 136,072 $14M 0.16% +25,687 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,583 shares; 2024Q4: 69,558 shares; 2025Q1: 71,678 shares; 2025Q2: 70,394 shares; 2025Q3: 59,787 shares 59,787 $12.9M 0.15% -10,607 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,859 shares; 2025Q1: 353,773 shares; 2025Q2: 347,791 shares; 2025Q3: 353,581 shares 353,581 $12.6M 0.14% +5,790 Timeline VSS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,194 shares; 2024Q4: 32,954 shares; 2025Q1: 36,673 shares; 2025Q2: 58,229 shares; 2025Q3: 88,228 shares 88,228 $12.5M 0.14% +29,999 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 26,558 shares; 2025Q1: 28,119 shares; 2025Q2: 22,540 shares; 2025Q3: 26,270 shares 26,270 $12.4M 0.14% +3,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,711 shares; 2024Q4: 26,775 shares; 2025Q1: 34,038 shares; 2025Q2: 60,241 shares; 2025Q3: 64,576 shares 64,576 $12.2M 0.14% +4,335 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,464 shares; 2024Q4: 86,863 shares; 2025Q1: 199,825 shares; 2025Q2: 207,166 shares; 2025Q3: 390,210 shares 390,210 $12.1M 0.14% +183,044 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,025 shares; 2024Q4: 475,952 shares; 2025Q1: 483,606 shares; 2025Q2: 465,954 shares; 2025Q3: 483,064 shares 483,064 $12M 0.14% +17,110 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,350 shares; 2024Q4: 101,239 shares; 2025Q1: 100,551 shares; 2025Q2: 100,450 shares; 2025Q3: 99,481 shares 99,481 $11.9M 0.13% -969 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 12,135 shares; 2025Q1: 15,502 shares; 2025Q2: 13,962 shares; 2025Q3: 13,410 shares 13,410 $11.8M 0.13% -552 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,990 shares; 2024Q4: 53,632 shares; 2025Q1: 57,048 shares; 2025Q2: 56,575 shares; 2025Q3: 69,742 shares 69,742 $10.8M 0.12% +13,167 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 20,812 shares; 2025Q1: 23,590 shares; 2025Q2: 22,106 shares; 2025Q3: 27,445 shares 27,445 $10.8M 0.12% +5,339 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,638 shares; 2024Q4: 30,495 shares; 2025Q1: 56,918 shares; 2025Q2: 62,968 shares; 2025Q3: 118,762 shares 118,762 $10.6M 0.12% +55,794 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,612 shares; 2024Q4: 33,568 shares; 2025Q1: 36,355 shares; 2025Q2: 33,967 shares; 2025Q3: 30,994 shares 30,994 $10.5M 0.12% -2,973 Timeline AVDE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,277 shares; 2024Q4: 224,893 shares; 2025Q1: 258,530 shares; 2025Q2: 265,840 shares; 2025Q3: 130,848 shares 130,848 $10.4M 0.12% -134,992 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 139,871 shares; 2025Q1: 151,414 shares; 2025Q2: 15,571 shares; 2025Q3: 102,602 shares 102,602 $10.3M 0.12% +87,031 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,582 shares; 2024Q4: 33,204 shares; 2025Q1: 40,511 shares; 2025Q2: 45,181 shares; 2025Q3: 55,102 shares 55,102 $10.3M 0.12% +9,921 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 15,613 shares; 2025Q1: 20,892 shares; 2025Q2: 25,617 shares; 2025Q3: 33,496 shares 33,496 $10.3M 0.12% +7,879 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,558 shares; 2024Q4: 4,353 shares; 2025Q1: 14,697 shares; 2025Q2: 15,718 shares; 2025Q3: 28,236 shares 28,236 $9.83M 0.11% +12,518 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,821 shares; 2024Q4: 27,292 shares; 2025Q1: 51,618 shares; 2025Q2: 61,171 shares; 2025Q3: 164,377 shares 164,377 $9.56M 0.11% +103,206 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,479 shares; 2024Q4: 80,023 shares; 2025Q1: 84,114 shares; 2025Q2: 93,744 shares; 2025Q3: 122,901 shares 122,901 $9.39M 0.11% +29,157 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 16,046 shares; 2025Q1: 19,488 shares; 2025Q2: 19,477 shares; 2025Q3: 22,711 shares 22,711 $9.37M 0.11% +3,234 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,484 shares; 2024Q4: 225,125 shares; 2025Q1: 249,359 shares; 2025Q2: 273,069 shares; 2025Q3: 211,555 shares 211,555 $9.19M 0.1% -61,514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 29,607 shares; 2025Q1: 29,318 shares; 2025Q2: 29,467 shares; 2025Q3: 31,514 shares 31,514 $9.17M 0.1% +2,047 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 30,692 shares; 2025Q1: 32,683 shares; 2025Q2: 34,421 shares; 2025Q3: 30,374 shares 30,374 $9.04M 0.1% -4,047 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,537 shares; 2024Q4: 26,142 shares; 2025Q1: 30,533 shares; 2025Q2: 33,684 shares; 2025Q3: 47,292 shares 47,292 $8.93M 0.1% +13,608 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,280 shares; 2024Q4: 44,894 shares; 2025Q1: 57,510 shares; 2025Q2: 75,774 shares; 2025Q3: 104,148 shares 104,148 $8.9M 0.1% +28,374 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,719 shares; 2024Q4: 24,004 shares; 2025Q1: 77,708 shares; 2025Q2: 80,916 shares; 2025Q3: 115,614 shares 115,614 $8.9M 0.1% +34,698 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,379 shares; 2024Q4: 37,498 shares; 2025Q1: 39,050 shares; 2025Q2: 45,129 shares; 2025Q3: 59,387 shares 59,387 $8.89M 0.1% +14,258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,451 shares; 2024Q4: 12,824 shares; 2025Q1: 13,441 shares; 2025Q2: 19,148 shares; 2025Q3: 30,162 shares 30,162 $8.79M 0.1% +11,014 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 8,966 shares; 2025Q1: 18,118 shares; 2025Q2: 44,606 shares; 2025Q3: 44,112 shares 44,112 $8.62M 0.1% -494 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,521 shares; 2024Q4: 51,554 shares; 2025Q1: 60,429 shares; 2025Q2: 58,730 shares; 2025Q3: 84,811 shares 84,811 $8.5M 0.1% +26,081 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,790 shares; 2024Q4: 122,234 shares; 2025Q1: 136,846 shares; 2025Q2: 117,589 shares; 2025Q3: 161,141 shares 161,141 $8.45M 0.1% +43,552 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,302 shares; 2025Q1: 13,565 shares; 2025Q2: 17,363 shares; 2025Q3: 161,877 shares 161,877 $8.22M 0.09% +144,514 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 52,448 shares; 2025Q1: 47,028 shares; 2025Q2: 95,156 shares; 2025Q3: 248,225 shares 248,225 $8.21M 0.09% +153,069 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,142 shares; 2024Q4: 75,484 shares; 2025Q1: 97,184 shares; 2025Q2: 94,348 shares; 2025Q3: 170,113 shares 170,113 $8.21M 0.09% +75,765 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 37,396 shares; 2025Q1: 34,272 shares; 2025Q2: 35,234 shares; 2025Q3: 36,230 shares 36,230 $8.2M 0.09% +996 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 150,161 shares; 2025Q1: 143,569 shares; 2025Q2: 143,461 shares; 2025Q3: 142,038 shares 142,038 $8.11M 0.09% -1,423 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,467 shares; 2024Q4: 282,328 shares; 2025Q1: 302,952 shares; 2025Q2: 284,373 shares; 2025Q3: 223,478 shares 223,478 $7.98M 0.09% -60,895 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 11,623 shares; 2025Q1: 13,036 shares; 2025Q2: 9,658 shares; 2025Q3: 15,809 shares 15,809 $7.96M 0.09% +6,151 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,389 shares; 2025Q1: 88,509 shares; 2025Q2: 87,192 shares; 2025Q3: 87,243 shares 87,243 $7.81M 0.09% +51 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,170 shares; 2024Q4: 70,536 shares; 2025Q1: 78,604 shares; 2025Q2: 70,669 shares; 2025Q3: 118,657 shares 118,657 $7.75M 0.09% +47,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,142 shares; 2024Q4: 22,887 shares; 2025Q1: 33,168 shares; 2025Q2: 35,916 shares; 2025Q3: 54,403 shares 54,403 $7.67M 0.09% +18,487 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 52,402 shares; 2025Q1: 51,506 shares; 2025Q2: 49,956 shares; 2025Q3: 53,817 shares 53,817 $7.66M 0.09% +3,861 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: not reported; 2025Q1: 10,137 shares; 2025Q2: 42,850 shares; 2025Q3: 80,405 shares 80,405 $7.58M 0.09% +37,555 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,797 shares; 2025Q1: 24,913 shares; 2025Q2: 41,417 shares; 2025Q3: 63,959 shares 63,959 $7.37M 0.08% +22,542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 9,755 shares; 2025Q1: 10,833 shares; 2025Q2: 7,552 shares; 2025Q3: 7,851 shares 7,851 $7.25M 0.08% +299 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,893 shares; 2024Q4: 44,387 shares; 2025Q1: 71,697 shares; 2025Q2: 66,437 shares; 2025Q3: 148,168 shares 148,168 $7.22M 0.08% +81,731 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,658 shares; 2024Q4: 31,483 shares; 2025Q1: 71,740 shares; 2025Q2: 90,153 shares; 2025Q3: 145,286 shares 145,286 $7.21M 0.08% +55,133 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 17,850 shares; 2025Q1: 76,032 shares; 2025Q2: 83,453 shares; 2025Q3: 160,699 shares 160,699 $7.13M 0.08% +77,246 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,311 shares; 2024Q4: 52,431 shares; 2025Q1: 74,032 shares; 2025Q2: 72,899 shares; 2025Q3: 89,337 shares 89,337 $7.12M 0.08% +16,438 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,798 shares; 2024Q4: 84,827 shares; 2025Q1: 83,375 shares; 2025Q2: 73,526 shares; 2025Q3: 85,119 shares 85,119 $7.05M 0.08% +11,593 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,634 shares; 2024Q4: 88,063 shares; 2025Q1: 112,952 shares; 2025Q2: 114,583 shares; 2025Q3: 127,589 shares 127,589 $6.99M 0.08% +13,006 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,651 shares; 2024Q4: 22,913 shares; 2025Q1: 24,831 shares; 2025Q2: 19,826 shares; 2025Q3: 18,482 shares 18,482 $6.99M 0.08% -1,344 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,761 shares; 2024Q4: 25,912 shares; 2025Q1: 32,321 shares; 2025Q2: 35,777 shares; 2025Q3: 81,891 shares 81,891 $6.86M 0.08% +46,114 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,756 shares; 2024Q4: 122,353 shares; 2025Q1: 124,453 shares; 2025Q2: 123,397 shares; 2025Q3: 121,641 shares 121,641 $6.74M 0.08% -1,756 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,845 shares; 2024Q4: 150,146 shares; 2025Q1: 148,776 shares; 2025Q2: 136,531 shares; 2025Q3: 129,800 shares 129,800 $6.58M 0.07% -6,731 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 9,436 shares; 2025Q1: 12,636 shares; 2025Q2: 12,541 shares; 2025Q3: 17,026 shares 17,026 $6.55M 0.07% +4,485 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,418 shares; 2024Q4: 81,708 shares; 2025Q1: 103,100 shares; 2025Q2: 104,102 shares; 2025Q3: 157,898 shares 157,898 $6.52M 0.07% +53,796 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,691 shares; 2024Q4: 52,070 shares; 2025Q1: 70,796 shares; 2025Q2: 113,425 shares; 2025Q3: 172,480 shares 172,480 $6.29M 0.07% +59,055 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,791 shares; 2024Q4: 42,815 shares; 2025Q1: 48,218 shares; 2025Q2: 49,820 shares; 2025Q3: 55,272 shares 55,272 $6.27M 0.07% +5,452 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,963 shares; 2024Q4: 51,536 shares; 2025Q1: 43,836 shares; 2025Q2: 67,162 shares; 2025Q3: 124,029 shares 124,029 $6.25M 0.07% +56,867 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,621 shares; 2025Q2: 38,173 shares; 2025Q3: 63,304 shares 63,304 $6.24M 0.07% +25,131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,402 shares; 2025Q1: 11,836 shares; 2025Q2: 12,429 shares; 2025Q3: 12,628 shares 12,628 $6.16M 0.07% +199 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 16,222 shares; 2025Q1: 20,127 shares; 2025Q2: 23,341 shares; 2025Q3: 37,519 shares 37,519 $6.15M 0.07% +14,178 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,117 shares; 2024Q4: 26,600 shares; 2025Q1: 26,063 shares; 2025Q2: 56,327 shares; 2025Q3: 48,984 shares 48,984 $6.13M 0.07% -7,343 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 22,923 shares; 2025Q1: 29,353 shares; 2025Q2: 31,747 shares; 2025Q3: 31,259 shares 31,259 $6.1M 0.07% -488 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,711 shares; 2024Q4: 50,091 shares; 2025Q1: 52,502 shares; 2025Q2: 48,366 shares; 2025Q3: 75,786 shares 75,786 $5.93M 0.07% +27,420 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 39,730 shares; 2025Q1: 39,843 shares; 2025Q2: 39,187 shares; 2025Q3: 42,403 shares 42,403 $5.92M 0.07% +3,216 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,520 shares 23,520 $5.9M 0.07% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,124 shares; 2024Q4: 20,470 shares; 2025Q1: 23,547 shares; 2025Q2: 24,043 shares; 2025Q3: 24,153 shares 24,153 $5.88M 0.07% +110 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,426 shares; 2024Q4: 25,327 shares; 2025Q1: 28,972 shares; 2025Q2: 30,279 shares; 2025Q3: 36,904 shares 36,904 $5.87M 0.07% +6,625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,843 shares; 2024Q4: 68,904 shares; 2025Q1: 82,737 shares; 2025Q2: 70,953 shares; 2025Q3: 84,230 shares 84,230 $5.87M 0.07% +13,277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,156 shares; 2024Q4: 13,124 shares; 2025Q1: 12,980 shares; 2025Q2: 15,807 shares; 2025Q3: 20,464 shares 20,464 $5.86M 0.07% +4,657 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 4,811 shares; 2025Q1: 5,249 shares; 2025Q2: 4,467 shares; 2025Q3: 4,973 shares 4,973 $5.81M 0.07% +506 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 34,797 shares; 2025Q1: 36,426 shares; 2025Q2: 42,922 shares; 2025Q3: 32,830 shares 32,830 $5.73M 0.06% -10,092 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,758 shares; 2024Q4: 17,569 shares; 2025Q1: 26,483 shares; 2025Q2: 9,026 shares; 2025Q3: 33,428 shares 33,428 $5.73M 0.06% +24,402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,770 shares; 2024Q4: 121,440 shares; 2025Q1: 114,786 shares; 2025Q2: 102,339 shares; 2025Q3: 135,091 shares 135,091 $5.71M 0.06% +32,752 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 29,752 shares; 2025Q3: 46,092 shares 46,092 $5.7M 0.06% +16,340 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 10,823 shares; 2025Q1: 18,703 shares; 2025Q2: 21,049 shares; 2025Q3: 26,501 shares 26,501 $5.61M 0.06% +5,452 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 28,003 shares; 2025Q1: 29,964 shares; 2025Q2: 24,172 shares; 2025Q3: 46,981 shares 46,981 $5.59M 0.06% +22,809 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 10,832 shares; 2025Q1: 13,347 shares; 2025Q2: 9,185 shares; 2025Q3: 16,437 shares 16,437 $5.5M 0.06% +7,252 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 7,463 shares; 2025Q1: 29,002 shares; 2025Q2: 40,233 shares; 2025Q3: 57,812 shares 57,812 $5.42M 0.06% +17,579 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,199 shares; 2024Q4: 103,474 shares; 2025Q1: 136,659 shares; 2025Q2: 169,209 shares; 2025Q3: 347,921 shares 347,921 $5.34M 0.06% +178,712 Timeline AVSF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,248 shares; 2024Q4: 55,381 shares; 2025Q1: 67,493 shares; 2025Q2: 69,971 shares; 2025Q3: 113,188 shares 113,188 $5.33M 0.06% +43,217 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,397 shares; 2024Q4: 19,638 shares; 2025Q1: 24,262 shares; 2025Q2: 19,543 shares; 2025Q3: 25,923 shares 25,923 $5.31M 0.06% +6,380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 3,313 shares; 2025Q1: 5,911 shares; 2025Q2: 6,988 shares; 2025Q3: 8,778 shares 8,778 $5.25M 0.06% +1,790 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,571 shares; 2024Q4: 31,803 shares; 2025Q1: 27,465 shares; 2025Q2: 40,423 shares; 2025Q3: 42,412 shares 42,412 $5.2M 0.06% +1,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,673 shares; 2024Q4: 49,050 shares; 2025Q1: 50,862 shares; 2025Q2: 46,517 shares; 2025Q3: 58,996 shares 58,996 $5.05M 0.06% +12,479 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 255,567 shares; 2025Q1: 252,723 shares; 2025Q2: 220,986 shares; 2025Q3: 205,336 shares 205,336 $4.99M 0.06% -15,650 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 11,176 shares; 2025Q1: 12,085 shares; 2025Q2: 13,199 shares; 2025Q3: 8,859 shares 8,859 $4.98M 0.06% -4,340 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,768 shares; 2024Q4: 108,644 shares; 2025Q1: 141,280 shares; 2025Q2: 139,914 shares; 2025Q3: 156,804 shares 156,804 $4.95M 0.06% +16,890 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 529,036 shares; 2025Q1: 431,831 shares; 2025Q2: 239,402 shares; 2025Q3: 210,124 shares 210,124 $4.93M 0.06% -29,278 Timeline RSPT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,597 shares; 2024Q4: 45,631 shares; 2025Q1: 61,655 shares; 2025Q2: 61,675 shares; 2025Q3: 106,868 shares 106,868 $4.93M 0.06% +45,193 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,036 shares; 2024Q4: 131,335 shares; 2025Q1: 132,714 shares; 2025Q2: 158,616 shares; 2025Q3: 184,841 shares 184,841 $4.91M 0.06% +26,225 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,280 shares; 2024Q4: 40,897 shares; 2025Q1: 47,329 shares; 2025Q2: 52,613 shares; 2025Q3: 92,429 shares 92,429 $4.9M 0.06% +39,816 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 55,746 shares; 2025Q1: 52,872 shares; 2025Q2: 50,382 shares; 2025Q3: 51,768 shares 51,768 $4.88M 0.06% +1,386 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 10,272 shares; 2025Q2: 16,850 shares; 2025Q3: 19,171 shares 19,171 $4.85M 0.05% +2,321 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,587 shares; 2024Q4: 81,985 shares; 2025Q1: 85,934 shares; 2025Q2: 83,527 shares; 2025Q3: 58,170 shares 58,170 $4.81M 0.05% -25,357 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,171 shares; 2024Q4: 56,159 shares; 2025Q1: 75,831 shares; 2025Q2: 48,694 shares; 2025Q3: 44,343 shares 44,343 $4.74M 0.05% -4,351 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 52,746 shares; 2025Q1: 55,053 shares; 2025Q2: 53,975 shares; 2025Q3: 26,720 shares 26,720 $4.73M 0.05% -27,255 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,506 shares; 2024Q4: 101,171 shares; 2025Q1: 105,726 shares; 2025Q2: 107,807 shares; 2025Q3: 96,831 shares 96,831 $4.67M 0.05% -10,976 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,505 shares; 2025Q3: 67,931 shares 67,931 $4.66M 0.05% +60,426 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,098 shares; 2024Q4: 34,374 shares; 2025Q1: 50,133 shares; 2025Q2: 47,541 shares; 2025Q3: 91,571 shares 91,571 $4.64M 0.05% +44,030 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,103 shares; 2024Q4: 19,501 shares; 2025Q1: 22,062 shares; 2025Q2: 23,014 shares; 2025Q3: 31,064 shares 31,064 $4.52M 0.05% +8,050 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 4,833 shares; 2025Q1: 6,998 shares; 2025Q2: 4,466 shares; 2025Q3: 15,805 shares 15,805 $4.52M 0.05% +11,339 Timeline VPL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,660 shares; 2024Q4: 25,379 shares; 2025Q1: 27,797 shares; 2025Q2: 25,912 shares; 2025Q3: 49,058 shares 49,058 $4.51M 0.05% +23,146 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 1,659 shares; 2025Q2: 3,557 shares; 2025Q3: 4,907 shares 4,907 $4.51M 0.05% +1,350 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,436 shares; 2024Q4: 173,827 shares; 2025Q1: 197,812 shares; 2025Q2: 216,044 shares; 2025Q3: 170,873 shares 170,873 $4.47M 0.05% -45,171 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,559 shares; 2024Q4: 29,902 shares; 2025Q1: 29,473 shares; 2025Q2: 28,686 shares; 2025Q3: 43,988 shares 43,988 $4.45M 0.05% +15,302 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,914 shares; 2024Q4: 49,696 shares; 2025Q1: 61,977 shares; 2025Q2: 126,355 shares; 2025Q3: 100,473 shares 100,473 $4.45M 0.05% -25,882 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 20,069 shares; 2025Q1: 10,396 shares; 2025Q2: 9,780 shares; 2025Q3: 11,877 shares 11,877 $4.41M 0.05% +2,097 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,730 shares; 2024Q4: 63,415 shares; 2025Q1: 67,678 shares; 2025Q2: 71,594 shares; 2025Q3: 92,158 shares 92,158 $4.41M 0.05% +20,564 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,428 shares; 2024Q4: 55,007 shares; 2025Q1: 50,415 shares; 2025Q2: 48,712 shares; 2025Q3: 41,112 shares 41,112 $4.39M 0.05% -7,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 9,127 shares; 2025Q1: 34,629 shares; 2025Q2: 49,371 shares; 2025Q3: 63,646 shares 63,646 $4.29M 0.05% +14,275 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 9,441 shares; 2025Q1: 12,151 shares; 2025Q2: 11,721 shares; 2025Q3: 31,009 shares 31,009 $4.28M 0.05% +19,288 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,463 shares; 2025Q1: 59,044 shares; 2025Q2: 58,162 shares; 2025Q3: 89,737 shares 89,737 $4.22M 0.05% +31,575 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,767 shares; 2024Q4: 267,729 shares; 2025Q1: 260,362 shares; 2025Q2: 260,878 shares; 2025Q3: 395,899 shares 395,899 $4.2M 0.05% +135,021 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 91,666 shares; 2025Q1: 85,712 shares; 2025Q2: 84,870 shares; 2025Q3: 82,009 shares 82,009 $4.17M 0.05% -2,861 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 63,401 shares; 2025Q1: 66,033 shares; 2025Q2: 67,134 shares; 2025Q3: 47,611 shares 47,611 $4.17M 0.05% -19,523 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 456 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 806 shares 806 $4.16M 0.05% +184 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,208 shares; 2025Q1: 19,095 shares; 2025Q2: 23,734 shares; 2025Q3: 29,205 shares 29,205 $4.12M 0.05% +5,471 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,477 shares; 2025Q1: 5,294 shares; 2025Q2: 5,206 shares; 2025Q3: 5,351 shares 5,351 $4.11M 0.05% +145 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,007 shares; 2024Q4: 35,523 shares; 2025Q1: 50,314 shares; 2025Q2: 37,426 shares; 2025Q3: 44,169 shares 44,169 $4.04M 0.05% +6,743 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,730 shares; 2024Q4: 296,741 shares; 2025Q1: 314,925 shares; 2025Q2: 314,356 shares; 2025Q3: 68,700 shares 68,700 $4.04M 0.05% -245,656 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 15,015 shares; 2025Q1: 15,227 shares; 2025Q2: 15,328 shares; 2025Q3: 19,317 shares 19,317 $4.04M 0.05% +3,989 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 67,443 shares; 2025Q1: 69,628 shares; 2025Q2: 69,818 shares; 2025Q3: 76,877 shares 76,877 $4M 0.05% +7,059 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 9,470 shares; 2025Q2: 9,283 shares; 2025Q3: 16,279 shares 16,279 $3.99M 0.05% +6,996 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,133 shares; 2024Q4: 5,844 shares; 2025Q1: 8,411 shares; 2025Q2: 8,618 shares; 2025Q3: 11,639 shares 11,639 $3.97M 0.04% +3,021 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 15,646 shares; 2025Q1: 28,647 shares; 2025Q2: 34,948 shares; 2025Q3: 63,218 shares 63,218 $3.96M 0.04% +28,270 Timeline VGK 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,913 shares; 2024Q4: 25,340 shares; 2025Q1: 26,577 shares; 2025Q2: 26,930 shares; 2025Q3: 48,897 shares 48,897 $3.96M 0.04% +21,967 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,994 shares; 2024Q4: 67,755 shares; 2025Q1: 75,338 shares; 2025Q2: 75,205 shares; 2025Q3: 87,358 shares 87,358 $3.96M 0.04% +12,153 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,827 shares; 2024Q4: 124,346 shares; 2025Q1: 144,571 shares; 2025Q2: 149,257 shares; 2025Q3: 155,783 shares 155,783 $3.92M 0.04% +6,526 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,974 shares; 2024Q4: 40,913 shares; 2025Q1: 42,998 shares; 2025Q2: 40,747 shares; 2025Q3: 68,499 shares 68,499 $3.91M 0.04% +27,752 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 2,154 shares 2,154 $3.91M 0.04% +1,594 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 6,135 shares; 2025Q2: 8,488 shares; 2025Q3: 15,951 shares 15,951 $3.91M 0.04% +7,463 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,240 shares; 2024Q4: 18,513 shares; 2025Q1: 29,773 shares; 2025Q2: 27,096 shares; 2025Q3: 38,297 shares 38,297 $3.89M 0.04% +11,201 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,457 shares; 2024Q4: 22,993 shares; 2025Q1: 74,443 shares; 2025Q2: 80,801 shares; 2025Q3: 138,830 shares 138,830 $3.89M 0.04% +58,029 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 58,564 shares; 2025Q1: 52,186 shares; 2025Q2: 45,724 shares; 2025Q3: 60,900 shares 60,900 $3.87M 0.04% +15,176 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 7,922 shares; 2025Q1: 4,346 shares; 2025Q2: 8,681 shares; 2025Q3: 17,983 shares 17,983 $3.85M 0.04% +9,302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 5,737 shares; 2025Q1: 8,838 shares; 2025Q2: 9,653 shares; 2025Q3: 13,633 shares 13,633 $3.83M 0.04% +3,980 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,383 shares; 2025Q1: 49,152 shares; 2025Q2: not reported; 2025Q3: 37,212 shares 37,212 $3.79M 0.04% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: 6,266 shares; 2025Q2: 10,282 shares; 2025Q3: 14,552 shares 14,552 $3.78M 0.04% +4,270 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,331 shares; 2024Q4: 5,777 shares; 2025Q1: 25,656 shares; 2025Q2: 26,213 shares; 2025Q3: 43,986 shares 43,986 $3.77M 0.04% +17,773 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,801 shares; 2025Q2: 29,497 shares; 2025Q3: 38,078 shares 38,078 $3.7M 0.04% +8,581 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 1,617 shares; 2025Q1: 2,608 shares; 2025Q2: 2,899 shares; 2025Q3: 4,070 shares 4,070 $3.62M 0.04% +1,171 Timeline JPIB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,406 shares; 2025Q1: 12,739 shares; 2025Q2: 13,726 shares; 2025Q3: 73,210 shares 73,210 $3.58M 0.04% +59,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,948 shares; 2024Q4: 23,680 shares; 2025Q1: 25,939 shares; 2025Q2: 25,846 shares; 2025Q3: 28,492 shares 28,492 $3.52M 0.04% +2,646 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,584 shares; 2024Q4: 64,978 shares; 2025Q1: 69,919 shares; 2025Q2: 64,653 shares; 2025Q3: 52,513 shares 52,513 $3.51M 0.04% -12,140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,969 shares; 2025Q1: 6,063 shares; 2025Q2: 3,564 shares; 2025Q3: 5,938 shares 5,938 $3.49M 0.04% +2,374 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 10,893 shares; 2025Q1: 19,423 shares; 2025Q2: 19,808 shares; 2025Q3: 23,015 shares 23,015 $3.43M 0.04% +3,207 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,960 shares; 2025Q1: 14,640 shares; 2025Q2: 23,243 shares; 2025Q3: 58,691 shares 58,691 $3.42M 0.04% +35,448 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 67,597 shares; 2025Q1: 70,444 shares; 2025Q2: 68,391 shares; 2025Q3: 67,664 shares 67,664 $3.42M 0.04% -727 Timeline SPMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 14,131 shares; 2025Q1: 17,857 shares; 2025Q2: 16,965 shares; 2025Q3: 28,076 shares 28,076 $3.39M 0.04% +11,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,413 shares; 2024Q4: 27,054 shares; 2025Q1: 29,218 shares; 2025Q2: 31,097 shares; 2025Q3: 71,437 shares 71,437 $3.34M 0.04% +40,340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 9,876 shares; 2025Q1: 11,776 shares; 2025Q2: 10,567 shares; 2025Q3: 11,914 shares 11,914 $3.33M 0.04% +1,347 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,276 shares; 2025Q1: 2,795 shares; 2025Q2: 4,474 shares; 2025Q3: 10,362 shares 10,362 $3.33M 0.04% +5,888 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 11,189 shares; 2025Q1: 11,692 shares; 2025Q2: 7,551 shares; 2025Q3: 13,824 shares 13,824 $3.3M 0.04% +6,273 Timeline SPHD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,470 shares; 2024Q4: 10,602 shares; 2025Q1: 30,296 shares; 2025Q2: 34,631 shares; 2025Q3: 69,096 shares 69,096 $3.3M 0.04% +34,465 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,692 shares; 2025Q1: 11,005 shares; 2025Q2: 17,761 shares; 2025Q3: 23,721 shares 23,721 $3.29M 0.04% +5,960 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 22,123 shares; 2025Q1: 17,844 shares; 2025Q2: 12,936 shares; 2025Q3: 14,185 shares 14,185 $3.29M 0.04% +1,249 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,513 shares; 2025Q2: 44,129 shares; 2025Q3: 201,955 shares 201,955 $3.28M 0.04% +157,826 Timeline SPHB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,193 shares; 2025Q3: 28,645 shares 28,645 $3.27M 0.04% +25,452 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,101 shares; 2025Q2: 26,087 shares; 2025Q3: 27,668 shares 27,668 $3.26M 0.04% +1,581 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,097 shares; 2025Q1: 3,238 shares; 2025Q2: 2,660 shares; 2025Q3: 2,852 shares 2,852 $3.26M 0.04% +192 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,635 shares; 2024Q4: 61,992 shares; 2025Q1: 175,694 shares; 2025Q2: 195,714 shares; 2025Q3: 137,635 shares 137,635 $3.26M 0.04% -58,079 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,075 shares; 2025Q1: 87,583 shares; 2025Q2: 89,553 shares; 2025Q3: 88,981 shares 88,981 $3.25M 0.04% -572 Timeline VNQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,646 shares; 2024Q4: 47,804 shares; 2025Q1: 55,911 shares; 2025Q2: 63,018 shares; 2025Q3: 68,024 shares 68,024 $3.25M 0.04% +5,006 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 8,237 shares; 2025Q1: 10,042 shares; 2025Q2: 7,635 shares; 2025Q3: 15,726 shares 15,726 $3.21M 0.04% +8,091 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: 16,083 shares; 2025Q1: 18,830 shares; 2025Q2: 21,387 shares; 2025Q3: 24,440 shares 24,440 $3.19M 0.04% +3,053 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,417 shares; 2024Q4: 68,129 shares; 2025Q1: 67,161 shares; 2025Q2: 66,065 shares; 2025Q3: 58,855 shares 58,855 $3.19M 0.04% -7,210 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 10,138 shares; 2025Q1: 10,242 shares; 2025Q2: 10,440 shares; 2025Q3: 10,564 shares 10,564 $3.1M 0.04% +124 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,945 shares; 2025Q2: 11,260 shares; 2025Q3: 13,726 shares 13,726 $3.09M 0.03% +2,466 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 12,536 shares; 2025Q1: 28,241 shares; 2025Q2: 23,580 shares; 2025Q3: 15,653 shares 15,653 $3.07M 0.03% -7,927 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,141 shares; 2025Q2: 18,358 shares; 2025Q3: 22,717 shares 22,717 $3.07M 0.03% +4,359 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 17,967 shares 17,967 $3.06M 0.03% +16,018 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,963 shares; 2025Q2: 23,095 shares; 2025Q3: 41,665 shares 41,665 $3.03M 0.03% +18,570 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 12,103 shares; 2025Q1: 16,652 shares; 2025Q2: 18,849 shares; 2025Q3: 32,428 shares 32,428 $3.03M 0.03% +13,579 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 7,840 shares; 2025Q1: 8,944 shares; 2025Q2: 9,582 shares; 2025Q3: 11,512 shares 11,512 $2.98M 0.03% +1,930 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,754 shares; 2024Q4: 114,047 shares; 2025Q1: 105,923 shares; 2025Q2: 101,732 shares; 2025Q3: 33,463 shares 33,463 $2.97M 0.03% -68,269 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,745 shares; 2025Q3: 71,392 shares 71,392 $2.96M 0.03% +33,647 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,850 shares; 2025Q1: 14,012 shares; 2025Q2: 12,047 shares; 2025Q3: 19,699 shares 19,699 $2.96M 0.03% +7,652 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,271 shares; 2025Q2: 101,482 shares; 2025Q3: 128,295 shares 128,295 $2.96M 0.03% +26,813 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 25,185 shares; 2025Q1: 42,700 shares; 2025Q2: 44,827 shares; 2025Q3: 54,580 shares 54,580 $2.94M 0.03% +9,753 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 2,511 shares; 2025Q1: 2,787 shares; 2025Q2: 3,301 shares; 2025Q3: 4,354 shares 4,354 $2.92M 0.03% +1,053 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,552 shares; 2025Q1: 19,824 shares; 2025Q2: 20,165 shares; 2025Q3: 30,789 shares 30,789 $2.92M 0.03% +10,624 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 15,753 shares; 2025Q1: 19,680 shares; 2025Q2: 19,997 shares; 2025Q3: 32,919 shares 32,919 $2.91M 0.03% +12,922 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 11,079 shares; 2025Q1: 14,819 shares; 2025Q2: 13,396 shares; 2025Q3: 13,819 shares 13,819 $2.9M 0.03% +423 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 5,819 shares; 2025Q3: 9,744 shares 9,744 $2.89M 0.03% +3,925 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,673 shares; 2025Q1: 3,568 shares; 2025Q2: 10,504 shares; 2025Q3: 14,637 shares 14,637 $2.87M 0.03% +4,133 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,165 shares; 2025Q2: 126,101 shares; 2025Q3: 125,256 shares 125,256 $2.83M 0.03% -845 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,590 shares; 2025Q3: 31,153 shares 31,153 $2.81M 0.03% +12,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 4,712 shares; 2025Q1: 6,494 shares; 2025Q2: 8,317 shares; 2025Q3: 8,911 shares 8,911 $2.78M 0.03% +594 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,145 shares; 2024Q4: 39,352 shares; 2025Q1: 38,942 shares; 2025Q2: 19,021 shares; 2025Q3: 29,327 shares 29,327 $2.76M 0.03% +10,306 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,252 shares; 2025Q1: 10,964 shares; 2025Q2: 17,220 shares; 2025Q3: 25,325 shares 25,325 $2.74M 0.03% +8,105 Timeline RFV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 9,569 shares; 2025Q1: 12,850 shares; 2025Q2: 12,736 shares; 2025Q3: 21,561 shares 21,561 $2.72M 0.03% +8,825 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,539 shares; 2025Q1: 21,893 shares; 2025Q2: 21,378 shares; 2025Q3: 25,461 shares 25,461 $2.7M 0.03% +4,083 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 8,767 shares; 2025Q1: 9,239 shares; 2025Q2: 11,360 shares; 2025Q3: 14,048 shares 14,048 $2.69M 0.03% +2,688 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,371 shares 78,371 $2.66M 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 5,018 shares; 2025Q1: 5,985 shares; 2025Q2: 6,493 shares; 2025Q3: 8,271 shares 8,271 $2.66M 0.03% +1,778 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 2,297 shares; 2025Q1: 10,515 shares; 2025Q2: 1,357 shares; 2025Q3: 18,038 shares 18,038 $2.63M 0.03% +16,681 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,401 shares; 2025Q1: 2,742 shares; 2025Q2: 9,562 shares; 2025Q3: 11,933 shares 11,933 $2.59M 0.03% +2,371 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,252 shares; 2024Q4: 38,012 shares; 2025Q1: 47,794 shares; 2025Q2: 46,573 shares; 2025Q3: 62,239 shares 62,239 $2.59M 0.03% +15,666 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 17,515 shares; 2025Q1: 17,845 shares; 2025Q2: 11,264 shares; 2025Q3: 13,958 shares 13,958 $2.59M 0.03% +2,694 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 11,830 shares; 2025Q1: 9,969 shares; 2025Q2: 7,507 shares; 2025Q3: 10,511 shares 10,511 $2.57M 0.03% +3,004 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 1,097 shares; 2025Q2: 1,361 shares; 2025Q3: 4,487 shares 4,487 $2.56M 0.03% +3,126 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 12,485 shares; 2025Q1: 13,300 shares; 2025Q2: 13,249 shares; 2025Q3: 11,933 shares 11,933 $2.56M 0.03% -1,316 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 4,480 shares; 2025Q1: 22,588 shares; 2025Q2: 23,067 shares; 2025Q3: 72,737 shares 72,737 $2.52M 0.03% +49,670 Timeline XSVM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,232 shares; 2024Q4: 24,923 shares; 2025Q1: 28,454 shares; 2025Q2: 45,468 shares; 2025Q3: 44,485 shares 44,485 $2.51M 0.03% -983 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,628 shares; 2025Q1: 10,548 shares; 2025Q2: 10,089 shares; 2025Q3: 20,813 shares 20,813 $2.51M 0.03% +10,724 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,148 shares; 2025Q1: 3,777 shares; 2025Q2: 3,706 shares; 2025Q3: 4,636 shares 4,636 $2.47M 0.03% +930 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 2,504 shares; 2025Q1: 4,507 shares; 2025Q2: 3,744 shares; 2025Q3: 5,339 shares 5,339 $2.45M 0.03% +1,595 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: not reported; 2025Q1: 18,132 shares; 2025Q2: 27,910 shares; 2025Q3: 83,578 shares 83,578 $2.45M 0.03% +55,668 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,040 shares; 2025Q2: 14,751 shares; 2025Q3: 21,661 shares 21,661 $2.45M 0.03% +6,910 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 6,352 shares; 2025Q2: 11,260 shares; 2025Q3: 29,386 shares 29,386 $2.44M 0.03% +18,126 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,988 shares; 2024Q4: 35,907 shares; 2025Q1: 29,849 shares; 2025Q2: 32,299 shares; 2025Q3: 31,012 shares 31,012 $2.43M 0.03% -1,287 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 16,044 shares; 2025Q1: 19,475 shares; 2025Q2: 22,256 shares; 2025Q3: 17,082 shares 17,082 $2.41M 0.03% -5,174 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,642 shares; 2024Q4: 55,976 shares; 2025Q1: 75,733 shares; 2025Q2: 83,383 shares; 2025Q3: 103,706 shares 103,706 $2.4M 0.03% +20,323 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 17,206 shares; 2025Q1: 17,458 shares; 2025Q2: 12,399 shares; 2025Q3: 23,911 shares 23,911 $2.38M 0.03% +11,512 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 4,461 shares; 2025Q3: 7,323 shares 7,323 $2.38M 0.03% +2,862 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 12,466 shares; 2025Q1: 20,350 shares; 2025Q2: 28,119 shares; 2025Q3: 27,331 shares 27,331 $2.37M 0.03% -788 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,652 shares; 2025Q1: 29,517 shares; 2025Q2: 29,255 shares; 2025Q3: 55,596 shares 55,596 $2.36M 0.03% +26,341 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: not reported; 2025Q1: 15,666 shares; 2025Q2: 32,815 shares; 2025Q3: 41,438 shares 41,438 $2.35M 0.03% +8,623 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,628 shares; 2024Q4: 11,041 shares; 2025Q1: 13,315 shares; 2025Q2: 13,444 shares; 2025Q3: 22,600 shares 22,600 $2.32M 0.03% +9,156 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,932 shares; 2024Q4: 41,888 shares; 2025Q1: 52,577 shares; 2025Q2: 52,694 shares; 2025Q3: 48,547 shares 48,547 $2.32M 0.03% -4,147 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 2,724 shares; 2025Q2: 810 shares; 2025Q3: 5,127 shares 5,127 $2.28M 0.03% +4,317 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 2,062 shares; 2025Q1: 2,187 shares; 2025Q2: 2,004 shares; 2025Q3: 3,373 shares 3,373 $2.28M 0.03% +1,369 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 966 shares; 2025Q1: 1,647 shares; 2025Q2: 3,944 shares; 2025Q3: 9,265 shares 9,265 $2.28M 0.03% +5,321 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 9,054 shares; 2025Q1: 15,331 shares; 2025Q2: 36,351 shares; 2025Q3: 39,478 shares 39,478 $2.28M 0.03% +3,127 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,269 shares; 2024Q4: 9,097 shares; 2025Q1: 5,668 shares; 2025Q2: 8,593 shares; 2025Q3: 11,119 shares 11,119 $2.26M 0.03% +2,526 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: not reported; 2025Q1: 11,302 shares; 2025Q2: 17,413 shares; 2025Q3: 19,147 shares 19,147 $2.26M 0.03% +1,734 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 3,671 shares; 2025Q1: 10,714 shares; 2025Q2: 9,954 shares; 2025Q3: 29,061 shares 29,061 $2.25M 0.03% +19,107 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,079 shares; 2025Q2: 23,446 shares; 2025Q3: 44,290 shares 44,290 $2.24M 0.03% +20,844 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,669 shares; 2024Q4: 4,098 shares; 2025Q1: 7,211 shares; 2025Q2: 9,591 shares; 2025Q3: 11,367 shares 11,367 $2.22M 0.03% +1,776 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: 5,460 shares; 2025Q2: 8,516 shares; 2025Q3: 17,242 shares 17,242 $2.22M 0.03% +8,726 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,498 shares; 2025Q1: not reported; 2025Q2: 30,104 shares; 2025Q3: 56,785 shares 56,785 $2.22M 0.03% +26,681 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,428 shares; 2025Q1: 179,855 shares; 2025Q2: 80,201 shares; 2025Q3: 81,793 shares 81,793 $2.2M 0.02% +1,592 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 868 shares; 2025Q1: 1,162 shares; 2025Q2: 1,978 shares; 2025Q3: 2,598 shares 2,598 $2.2M 0.02% +620 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 6,957 shares; 2025Q1: 7,946 shares; 2025Q2: 6,050 shares; 2025Q3: 12,047 shares 12,047 $2.2M 0.02% +5,997 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,040 shares; 2024Q4: 30,541 shares; 2025Q1: 31,987 shares; 2025Q2: 21,696 shares; 2025Q3: 23,220 shares 23,220 $2.18M 0.02% +1,524 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 3,058 shares; 2025Q1: 5,021 shares; 2025Q2: 4,753 shares; 2025Q3: 10,521 shares 10,521 $2.18M 0.02% +5,768 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,436 shares; 2025Q3: 22,629 shares 22,629 $2.18M 0.02% +11,193 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,324 shares 53,324 $2.18M 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,006 shares; 2024Q4: 40,471 shares; 2025Q1: 50,066 shares; 2025Q2: 44,020 shares; 2025Q3: 59,625 shares 59,625 $2.16M 0.02% +15,605 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,692 shares; 2025Q1: 41,551 shares; 2025Q2: 85,742 shares; 2025Q3: 258,551 shares 258,551 $2.15M 0.02% +172,809 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 6,216 shares; 2025Q3: 13,310 shares 13,310 $2.09M 0.02% +7,094 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 11,250 shares; 2025Q1: 11,772 shares; 2025Q2: 9,997 shares; 2025Q3: 7,376 shares 7,376 $2.09M 0.02% -2,621 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 6,758 shares; 2025Q1: 10,929 shares; 2025Q2: 10,970 shares; 2025Q3: 44,388 shares 44,388 $2.09M 0.02% +33,418 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 6,408 shares; 2025Q3: 6,821 shares 6,821 $2.09M 0.02% +413 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,234 shares; 2024Q4: 8,498 shares; 2025Q1: 8,751 shares; 2025Q2: 8,903 shares; 2025Q3: 7,234 shares 7,234 $2.08M 0.02% -1,669 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 19,064 shares; 2025Q1: 26,202 shares; 2025Q2: 34,259 shares; 2025Q3: 45,505 shares 45,505 $2.07M 0.02% +11,246 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,185 shares; 2025Q1: 4,465 shares; 2025Q2: 5,652 shares; 2025Q3: 4,836 shares 4,836 $2.06M 0.02% -816 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 18,146 shares; 2025Q1: 30,662 shares; 2025Q2: 36,013 shares; 2025Q3: 24,779 shares 24,779 $2.06M 0.02% -11,234 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,980 shares; 2024Q4: 38,327 shares; 2025Q1: 40,110 shares; 2025Q2: 42,157 shares; 2025Q3: 40,360 shares 40,360 $2.04M 0.02% -1,797 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 4,583 shares; 2025Q1: 5,087 shares; 2025Q2: 2,259 shares; 2025Q3: 4,116 shares 4,116 $2.04M 0.02% +1,857 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: 3,504 shares; 2025Q2: 6,119 shares; 2025Q3: 10,540 shares 10,540 $2.04M 0.02% +4,421 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,226 shares; 2025Q1: 4,652 shares; 2025Q2: 9,679 shares; 2025Q3: 11,906 shares 11,906 $2.03M 0.02% +2,227 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 3,424 shares; 2025Q1: 7,682 shares; 2025Q2: 6,532 shares; 2025Q3: 7,608 shares 7,608 $2.03M 0.02% +1,076 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,425 shares; 2025Q2: 7,920 shares; 2025Q3: 22,251 shares 22,251 $2.03M 0.02% +14,331 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 5,280 shares; 2025Q1: 18,696 shares; 2025Q2: 22,271 shares; 2025Q3: 30,845 shares 30,845 $2.01M 0.02% +8,574 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,662 shares; 2025Q2: 4,461 shares; 2025Q3: 6,060 shares 6,060 $2M 0.02% +1,599 Timeline XLRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,276 shares; 2024Q4: 10,830 shares; 2025Q1: 28,741 shares; 2025Q2: 27,737 shares; 2025Q3: 48,108 shares 48,108 $1.98M 0.02% +20,371 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 5,836 shares 5,836 $1.97M 0.02% +4,040 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,931 shares; 2024Q4: 58,910 shares; 2025Q1: 60,057 shares; 2025Q2: 77,824 shares; 2025Q3: 80,198 shares 80,198 $1.95M 0.02% +2,374 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,252 shares; 2025Q3: 13,263 shares 13,263 $1.94M 0.02% +8,011 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,671 shares; 2025Q1: 4,282 shares; 2025Q2: 6,863 shares; 2025Q3: 7,021 shares 7,021 $1.93M 0.02% +158 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,726 shares; 2024Q4: 46,031 shares; 2025Q1: 36,270 shares; 2025Q2: 23,186 shares; 2025Q3: 42,239 shares 42,239 $1.93M 0.02% +19,053 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 16,394 shares; 2025Q1: 16,866 shares; 2025Q2: 15,157 shares; 2025Q3: 16,884 shares 16,884 $1.92M 0.02% +1,727 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,282 shares 8,282 $1.92M 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 8,788 shares; 2025Q1: 10,561 shares; 2025Q2: 12,021 shares; 2025Q3: 13,009 shares 13,009 $1.92M 0.02% +988 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 2,253 shares; 2025Q1: 2,519 shares; 2025Q2: 3,282 shares; 2025Q3: 4,136 shares 4,136 $1.89M 0.02% +854 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 6,770 shares; 2025Q1: 16,693 shares; 2025Q2: 16,622 shares; 2025Q3: 28,413 shares 28,413 $1.89M 0.02% +11,791 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,873 shares; 2024Q4: 36,949 shares; 2025Q1: 42,060 shares; 2025Q2: 38,670 shares; 2025Q3: 62,211 shares 62,211 $1.88M 0.02% +23,541 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 8,017 shares; 2025Q1: 13,615 shares; 2025Q2: 9,382 shares; 2025Q3: 11,000 shares 11,000 $1.87M 0.02% +1,618 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,713 shares; 2024Q4: 31,886 shares; 2025Q1: 35,192 shares; 2025Q2: 26,827 shares; 2025Q3: 35,058 shares 35,058 $1.87M 0.02% +8,231 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 24,431 shares; 2025Q1: 33,118 shares; 2025Q2: 41,742 shares; 2025Q3: 44,075 shares 44,075 $1.86M 0.02% +2,333 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,797 shares; 2024Q4: 23,008 shares; 2025Q1: 36,310 shares; 2025Q2: 38,573 shares; 2025Q3: 42,075 shares 42,075 $1.86M 0.02% +3,502 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: 7,353 shares; 2025Q3: 9,919 shares 9,919 $1.85M 0.02% +2,566 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 2,711 shares; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 10,138 shares 10,138 $1.85M 0.02% +5,407 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 10,248 shares; 2025Q1: 12,518 shares; 2025Q2: 17,180 shares; 2025Q3: 21,445 shares 21,445 $1.85M 0.02% +4,265 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: 6,080 shares; 2025Q2: 5,914 shares; 2025Q3: 17,470 shares 17,470 $1.84M 0.02% +11,556 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,328 shares; 2025Q1: 4,559 shares; 2025Q2: 4,368 shares; 2025Q3: 4,944 shares 4,944 $1.83M 0.02% +576 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 9,731 shares; 2025Q1: 6,538 shares; 2025Q2: 4,310 shares; 2025Q3: 6,020 shares 6,020 $1.81M 0.02% +1,710 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 3,021 shares; 2025Q3: 3,430 shares 3,430 $1.81M 0.02% +409 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: 2,909 shares 2,909 $1.8M 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 340 shares; 2025Q1: 189 shares; 2025Q2: 368 shares; 2025Q3: 423 shares 423 $1.78M 0.02% +55 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,300 shares; 2025Q1: 11,259 shares; 2025Q2: 8,377 shares; 2025Q3: 23,650 shares 23,650 $1.78M 0.02% +15,273 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 1,695 shares; 2025Q1: 2,308 shares; 2025Q2: 2,960 shares; 2025Q3: 3,321 shares 3,321 $1.78M 0.02% +361 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 701 shares; 2025Q1: 1,336 shares; 2025Q2: 1,991 shares; 2025Q3: 2,704 shares 2,704 $1.77M 0.02% +713 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,138 shares; 2025Q1: 6,562 shares; 2025Q2: 6,265 shares; 2025Q3: 11,699 shares 11,699 $1.76M 0.02% +5,434 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 12,524 shares; 2025Q3: 12,946 shares 12,946 $1.76M 0.02% +422 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 3,965 shares; 2025Q1: 3,139 shares; 2025Q2: 4,345 shares; 2025Q3: 12,457 shares 12,457 $1.76M 0.02% +8,112 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,736 shares 44,736 $1.71M 0.02% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 27,137 shares; 2025Q1: 24,787 shares; 2025Q2: 19,441 shares; 2025Q3: 20,500 shares 20,500 $1.71M 0.02% +1,059 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,806 shares; 2025Q2: 26,558 shares; 2025Q3: 31,458 shares 31,458 $1.71M 0.02% +4,900 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,877 shares; 2025Q3: 27,061 shares 27,061 $1.7M 0.02% +20,184 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,439 shares 22,439 $1.69M 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 1,079 shares; 2025Q1: 1,251 shares; 2025Q2: 1,477 shares; 2025Q3: 1,705 shares 1,705 $1.68M 0.02% +228 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,383 shares; 2024Q4: 9,952 shares; 2025Q1: 20,323 shares; 2025Q2: 18,519 shares; 2025Q3: 31,159 shares 31,159 $1.66M 0.02% +12,640 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,261 shares; 2025Q2: 4,074 shares; 2025Q3: 7,501 shares 7,501 $1.65M 0.02% +3,427 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 7,884 shares; 2025Q1: 10,552 shares; 2025Q2: 9,970 shares; 2025Q3: 9,399 shares 9,399 $1.63M 0.02% -571 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 6,153 shares; 2025Q1: 10,069 shares; 2025Q2: 12,681 shares; 2025Q3: 24,212 shares 24,212 $1.62M 0.02% +11,531 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 4,049 shares; 2025Q1: 5,306 shares; 2025Q2: 5,370 shares; 2025Q3: 8,362 shares 8,362 $1.62M 0.02% +2,992 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 18,920 shares; 2025Q1: 19,736 shares; 2025Q2: 19,326 shares; 2025Q3: 14,503 shares 14,503 $1.61M 0.02% -4,823 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 8,038 shares 8,038 $1.6M 0.02% +5,950 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,254 shares; 2024Q4: 21,634 shares; 2025Q1: 28,090 shares; 2025Q2: 30,144 shares; 2025Q3: 46,845 shares 46,845 $1.59M 0.02% +16,701 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 6,344 shares; 2025Q1: 8,392 shares; 2025Q2: 11,139 shares; 2025Q3: 11,480 shares 11,480 $1.59M 0.02% +341 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 4,364 shares; 2025Q1: 4,350 shares; 2025Q2: 5,052 shares; 2025Q3: 4,590 shares 4,590 $1.59M 0.02% -462 Timeline AVSD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,693 shares; 2025Q2: 5,514 shares; 2025Q3: 21,904 shares 21,904 $1.59M 0.02% +16,390 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,305 shares 43,305 $1.58M 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,207 shares; 2025Q2: 29,592 shares; 2025Q3: 38,131 shares 38,131 $1.58M 0.02% +8,539 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,161 shares; 2024Q4: 6,190 shares; 2025Q1: 6,344 shares; 2025Q2: 6,895 shares; 2025Q3: 6,137 shares 6,137 $1.57M 0.02% -758 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 14,837 shares 14,837 $1.56M 0.02% -2,163 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,371 shares; 2024Q4: 106,063 shares; 2025Q1: 87,946 shares; 2025Q2: 78,122 shares; 2025Q3: 19,445 shares 19,445 $1.55M 0.02% -58,677 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,375 shares; 2025Q1: 8,092 shares; 2025Q2: 1,695 shares; 2025Q3: 6,872 shares 6,872 $1.54M 0.02% +5,177 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 11,455 shares; 2025Q1: 13,995 shares; 2025Q2: 13,495 shares; 2025Q3: 11,950 shares 11,950 $1.54M 0.02% -1,545 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,660 shares; 2025Q3: 10,270 shares 10,270 $1.54M 0.02% +610 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 3,706 shares; 2025Q1: 7,659 shares; 2025Q2: 9,911 shares; 2025Q3: 13,834 shares 13,834 $1.52M 0.02% +3,923 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 6,774 shares; 2025Q1: 7,818 shares; 2025Q2: 4,831 shares; 2025Q3: 7,741 shares 7,741 $1.52M 0.02% +2,910 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,581 shares; 2025Q3: 33,888 shares 33,888 $1.52M 0.02% +20,307 Timeline BRK-A 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 2 shares 2 $1.51M 0.02% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 7,760 shares; 2025Q1: 8,588 shares; 2025Q2: 4,554 shares; 2025Q3: 4,366 shares 4,366 $1.51M 0.02% -188 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,694 shares; 2025Q3: 7,569 shares 7,569 $1.5M 0.02% +3,875 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: not reported; 2025Q1: 14,188 shares; 2025Q2: 10,613 shares; 2025Q3: 19,316 shares 19,316 $1.48M 0.02% +8,703 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,257 shares; 2025Q2: 2,988 shares; 2025Q3: 8,784 shares 8,784 $1.47M 0.02% +5,796 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,735 shares; 2025Q1: 9,774 shares; 2025Q2: 11,986 shares; 2025Q3: 15,325 shares 15,325 $1.46M 0.02% +3,339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,757 shares; 2024Q4: 18,693 shares; 2025Q1: 24,607 shares; 2025Q2: 23,774 shares; 2025Q3: 52,919 shares 52,919 $1.46M 0.02% +29,145 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 33,521 shares; 2025Q1: 31,987 shares; 2025Q2: 27,937 shares; 2025Q3: 27,937 shares 27,937 $1.46M 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 21,457 shares; 2025Q1: 23,512 shares; 2025Q2: 20,480 shares; 2025Q3: 27,459 shares 27,459 $1.45M 0.02% +6,979 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 8,706 shares; 2025Q3: 7,935 shares 7,935 $1.45M 0.02% -771 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,349 shares; 2025Q2: 16,144 shares; 2025Q3: 41,249 shares 41,249 $1.44M 0.02% +25,105 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,410 shares; 2025Q2: 6,460 shares; 2025Q3: 9,017 shares 9,017 $1.44M 0.02% +2,557 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 25,613 shares; 2025Q1: 29,304 shares; 2025Q2: 25,456 shares; 2025Q3: 20,826 shares 20,826 $1.43M 0.02% -4,630 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: not reported; 2025Q1: 8,361 shares; 2025Q2: 37,200 shares; 2025Q3: 41,240 shares 41,240 $1.42M 0.02% +4,040 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 2,523 shares; 2025Q1: 5,318 shares; 2025Q2: 4,912 shares; 2025Q3: 9,755 shares 9,755 $1.42M 0.02% +4,843 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,278 shares; 2025Q2: 25,088 shares; 2025Q3: 42,671 shares 42,671 $1.42M 0.02% +17,583 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 3,528 shares; 2025Q1: 2,944 shares; 2025Q2: 2,485 shares; 2025Q3: 4,641 shares 4,641 $1.4M 0.02% +2,156 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 2,363 shares; 2025Q3: 13,757 shares 13,757 $1.39M 0.02% +11,394 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 3,888 shares; 2025Q3: 8,140 shares 8,140 $1.39M 0.02% +4,252 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,093 shares; 2024Q4: 56,489 shares; 2025Q1: 56,671 shares; 2025Q2: 60,505 shares; 2025Q3: 52,068 shares 52,068 $1.39M 0.02% -8,437 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 1,794 shares; 2025Q1: 4,265 shares; 2025Q2: 4,007 shares; 2025Q3: 5,097 shares 5,097 $1.38M 0.02% +1,090 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 9,196 shares; 2025Q1: 8,903 shares; 2025Q2: 5,711 shares; 2025Q3: 9,820 shares 9,820 $1.36M 0.02% +4,109 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,309 shares; 2025Q2: 35,356 shares; 2025Q3: 97,989 shares 97,989 $1.36M 0.02% +62,633 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 1,430 shares; 2025Q1: 4,086 shares; 2025Q2: 5,251 shares; 2025Q3: 6,618 shares 6,618 $1.36M 0.02% +1,367 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,178 shares 12,178 $1.36M 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,722 shares; 2025Q2: 4,352 shares; 2025Q3: 7,698 shares 7,698 $1.35M 0.02% +3,346 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 2,318 shares; 2025Q3: 2,351 shares 2,351 $1.35M 0.02% +33 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,282 shares; 2025Q1: 4,744 shares; 2025Q2: 4,361 shares; 2025Q3: 6,011 shares 6,011 $1.35M 0.02% +1,650 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,039 shares; 2025Q1: 2,031 shares; 2025Q2: 1,990 shares; 2025Q3: 1,688 shares 1,688 $1.35M 0.02% -302 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,321 shares; 2024Q4: 5,107 shares; 2025Q1: 15,408 shares; 2025Q2: 16,913 shares; 2025Q3: 26,190 shares 26,190 $1.33M 0.02% +9,277 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 7,197 shares 7,197 $1.33M 0.02% +4,333 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,699 shares; 2025Q1: 6,965 shares; 2025Q2: 7,683 shares; 2025Q3: 7,125 shares 7,125 $1.33M 0.02% -558 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 4,875 shares; 2025Q3: 6,783 shares 6,783 $1.33M 0.02% +1,908 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 13,266 shares; 2025Q3: 25,494 shares 25,494 $1.33M 0.02% +12,228 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 8,183 shares; 2025Q1: 11,568 shares; 2025Q2: 10,698 shares; 2025Q3: 13,713 shares 13,713 $1.32M 0.01% +3,015 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 5,556 shares; 2025Q1: 9,039 shares; 2025Q2: 10,062 shares; 2025Q3: 13,647 shares 13,647 $1.31M 0.01% +3,585 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,818 shares; 2025Q1: 1,994 shares; 2025Q2: 10,492 shares; 2025Q3: 9,452 shares 9,452 $1.31M 0.01% -1,040 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 4,925 shares; 2025Q1: 14,468 shares; 2025Q2: 14,532 shares; 2025Q3: 25,629 shares 25,629 $1.31M 0.01% +11,097 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 23,589 shares; 2025Q1: 21,624 shares; 2025Q2: 7,595 shares; 2025Q3: 11,868 shares 11,868 $1.31M 0.01% +4,273 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,917 shares; 2025Q1: 6,139 shares; 2025Q2: 4,634 shares; 2025Q3: 10,589 shares 10,589 $1.31M 0.01% +5,955 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 4,468 shares; 2025Q2: 6,036 shares; 2025Q3: 4,255 shares 4,255 $1.3M 0.01% -1,781 Timeline AVSC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 89,055 shares; 2025Q1: 100,852 shares; 2025Q2: 123,199 shares; 2025Q3: 22,648 shares 22,648 $1.3M 0.01% -100,551 Timeline VT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,832 shares; 2024Q4: 16,504 shares; 2025Q1: 18,815 shares; 2025Q2: 21,957 shares; 2025Q3: 9,385 shares 9,385 $1.29M 0.01% -12,572 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,917 shares; 2025Q3: 12,441 shares 12,441 $1.29M 0.01% +9,524 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,476 shares 25,476 $1.29M 0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,863 shares; 2024Q4: 27,866 shares; 2025Q1: 27,667 shares; 2025Q2: 29,041 shares; 2025Q3: 31,182 shares 31,182 $1.28M 0.01% +2,141 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,681 shares; 2024Q4: 10,899 shares; 2025Q1: 11,916 shares; 2025Q2: 11,571 shares; 2025Q3: 14,863 shares 14,863 $1.28M 0.01% +3,292 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,599 shares; 2025Q1: 29,179 shares; 2025Q2: 12,661 shares; 2025Q3: 20,371 shares 20,371 $1.28M 0.01% +7,710 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 4,190 shares 4,190 $1.28M 0.01% +3,120 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,476 shares; 2025Q2: 6,646 shares; 2025Q3: 13,632 shares 13,632 $1.27M 0.01% +6,986 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,965 shares; 2025Q3: 5,209 shares 5,209 $1.27M 0.01% +2,244 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,218 shares; 2025Q1: 5,145 shares; 2025Q2: 3,858 shares; 2025Q3: 5,831 shares 5,831 $1.27M 0.01% +1,973 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: not reported; 2025Q1: 1,608 shares; 2025Q2: 2,987 shares; 2025Q3: 8,134 shares 8,134 $1.26M 0.01% +5,147 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,318 shares; 2025Q1: 9,443 shares; 2025Q2: 17,497 shares; 2025Q3: 21,968 shares 21,968 $1.26M 0.01% +4,471 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: not reported; 2025Q1: 10,409 shares; 2025Q2: 13,837 shares; 2025Q3: 17,014 shares 17,014 $1.25M 0.01% +3,177 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: 5,654 shares; 2025Q3: 6,184 shares 6,184 $1.25M 0.01% +530 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: not reported; 2025Q1: 9,011 shares; 2025Q2: 9,517 shares; 2025Q3: 15,789 shares 15,789 $1.24M 0.01% +6,272 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 2,591 shares; 2025Q1: 8,747 shares; 2025Q2: 8,583 shares; 2025Q3: 12,091 shares 12,091 $1.24M 0.01% +3,508 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 38,148 shares; 2025Q3: 102,307 shares 102,307 $1.24M 0.01% +64,159 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: 1,217 shares; 2025Q2: 1,301 shares; 2025Q3: 2,170 shares 2,170 $1.23M 0.01% +869 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,346 shares; 2024Q4: 38,838 shares; 2025Q1: 58,708 shares; 2025Q2: 49,014 shares; 2025Q3: 42,219 shares 42,219 $1.23M 0.01% -6,795 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,547 shares; 2024Q4: not reported; 2025Q1: 28,879 shares; 2025Q2: 27,529 shares; 2025Q3: 55,058 shares 55,058 $1.23M 0.01% +27,529 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,540 shares 35,540 $1.21M 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 13,405 shares 13,405 $1.21M 0.01% +7,905 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: not reported; 2025Q1: 5,877 shares; 2025Q2: 8,392 shares; 2025Q3: 6,379 shares 6,379 $1.2M 0.01% -2,013 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 1,298 shares; 2025Q1: 2,776 shares; 2025Q2: 3,248 shares; 2025Q3: 5,007 shares 5,007 $1.19M 0.01% +1,759 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 926 shares; 2025Q1: 1,777 shares; 2025Q2: 1,776 shares; 2025Q3: 2,522 shares 2,522 $1.19M 0.01% +746 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,836 shares; 2025Q3: 4,573 shares 4,573 $1.18M 0.01% +2,737 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,386 shares; 2025Q1: 9,140 shares; 2025Q2: 29,014 shares; 2025Q3: 29,238 shares 29,238 $1.18M 0.01% +224 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,177 shares; 2025Q2: 9,410 shares; 2025Q3: 7,203 shares 7,203 $1.17M 0.01% -2,207 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,419 shares; 2025Q2: 2,308 shares; 2025Q3: 3,668 shares 3,668 $1.17M 0.01% +1,360 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 4,194 shares; 2025Q1: 7,389 shares; 2025Q2: 8,888 shares; 2025Q3: 14,400 shares 14,400 $1.17M 0.01% +5,512 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,539 shares; 2025Q2: 19,679 shares; 2025Q3: 18,386 shares 18,386 $1.16M 0.01% -1,293 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,114 shares; 2025Q3: 26,228 shares 26,228 $1.16M 0.01% +13,114 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,542 shares; 2025Q1: 5,926 shares; 2025Q2: 5,847 shares; 2025Q3: 11,548 shares 11,548 $1.16M 0.01% +5,701 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 8,676 shares; 2025Q1: 10,855 shares; 2025Q2: 9,033 shares; 2025Q3: 12,748 shares 12,748 $1.15M 0.01% +3,715 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,589 shares; 2025Q2: 3,500 shares; 2025Q3: 6,005 shares 6,005 $1.15M 0.01% +2,505 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 8,316 shares; 2025Q3: 11,617 shares 11,617 $1.14M 0.01% +3,301 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: 5,072 shares 5,072 $1.14M 0.01% +3,242 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 8,648 shares; 2025Q3: 12,916 shares 12,916 $1.14M 0.01% +4,268 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,074 shares; 2025Q2: 9,105 shares; 2025Q3: 9,070 shares 9,070 $1.14M 0.01% -35 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 6,311 shares; 2025Q3: 7,387 shares 7,387 $1.13M 0.01% +1,076 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 13,099 shares; 2025Q1: 22,209 shares; 2025Q2: 21,859 shares; 2025Q3: 34,168 shares 34,168 $1.13M 0.01% +12,309 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 7,332 shares; 2025Q3: 9,678 shares 9,678 $1.12M 0.01% +2,346 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 9,431 shares; 2025Q1: 11,752 shares; 2025Q2: 11,756 shares; 2025Q3: 13,081 shares 13,081 $1.11M 0.01% +1,325 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: not reported; 2025Q1: 15,594 shares; 2025Q2: 16,774 shares; 2025Q3: 24,442 shares 24,442 $1.11M 0.01% +7,668 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,628 shares; 2025Q1: 689 shares; 2025Q2: 4,113 shares; 2025Q3: 3,973 shares 3,973 $1.11M 0.01% -140 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 905 shares; 2025Q2: 2,015 shares; 2025Q3: 3,268 shares 3,268 $1.1M 0.01% +1,253 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 11,222 shares; 2025Q1: 14,130 shares; 2025Q2: 19,218 shares; 2025Q3: 42,091 shares 42,091 $1.09M 0.01% +22,873 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,331 shares; 2025Q3: 9,022 shares 9,022 $1.08M 0.01% +3,691 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 1,919 shares; 2025Q1: 3,621 shares; 2025Q2: 4,152 shares; 2025Q3: 5,206 shares 5,206 $1.08M 0.01% +1,054 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,298 shares; 2025Q1: 36,156 shares; 2025Q2: 35,613 shares; 2025Q3: 34,834 shares 34,834 $1.07M 0.01% -779 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,207 shares; 2024Q4: 22,213 shares; 2025Q1: 22,577 shares; 2025Q2: 22,877 shares; 2025Q3: 23,689 shares 23,689 $1.07M 0.01% +812 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,938 shares; 2025Q3: 13,777 shares 13,777 $1.06M 0.01% +2,839 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,476 shares; 2025Q1: 3,163 shares; 2025Q2: 4,500 shares; 2025Q3: 5,798 shares 5,798 $1.06M 0.01% +1,298 Timeline AVSU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,142 shares 14,142 $1.06M 0.01% new Timeline PSCC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,260 shares; 2025Q2: 19,027 shares; 2025Q3: 33,248 shares 33,248 $1.06M 0.01% +14,221 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 7,688 shares; 2025Q1: 7,827 shares; 2025Q2: 7,379 shares; 2025Q3: 9,553 shares 9,553 $1.06M 0.01% +2,174 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 13,089 shares; 2025Q1: 11,746 shares; 2025Q2: 18,425 shares; 2025Q3: 11,062 shares 11,062 $1.05M 0.01% -7,363 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 856 shares; 2025Q1: 2,612 shares; 2025Q2: 1,301 shares; 2025Q3: 3,410 shares 3,410 $1.05M 0.01% +2,109 Timeline