Skip to content
Disclosery

Goldstone Financial Group, LLC

Follow

13F filer, CIK 2040021, OAKBROOK TERRACE, IL

Goldstone Financial Group, LLC reported $922,268,276 across 228 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 39.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002040021-26-000002

Period
2026-03-31
Reported value
$922M
Holdings
228
Top 10 weight
39.89%
New
22
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+39,930$23.9M
VTnew+59,733$8.26M
GLOFnew+156,366$8.15M
SPGMnew+107,596$8.15M
IOOnew+67,034$8.11M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-10,387-$6.78M
SPYGreduced-58,331-$5.71M
SPYVreduced-73,494-$4.16M
IWRreduced-35,451-$3.45M
IXUSreduced-39,160-$3.39M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002040021-26-000002, largest first. % of portfolio is the value over $922,066,035, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,926 shares; 2024Q4: 130,587 shares; 2025Q1: 139,955 shares; 2025Q2: 145,499 shares; 2025Q3: 154,702 shares; 2025Q4: 161,267 shares; 2026Q1: 201,197 shares 201,197$120M13.04%+39,930Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,774 shares; 2024Q4: 56,932 shares; 2025Q1: 60,211 shares; 2025Q2: 61,653 shares; 2025Q3: 62,692 shares; 2025Q4: 64,794 shares; 2026Q1: 68,728 shares 68,728$39.7M4.3%+3,934Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,234 shares; 2024Q4: 111,249 shares; 2025Q1: 151,177 shares; 2025Q2: 162,490 shares; 2025Q3: 172,439 shares; 2025Q4: 180,685 shares; 2026Q1: 192,544 shares 192,544$37.8M4.1%+11,859Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,001 shares; 2024Q4: 432,945 shares; 2025Q1: 456,686 shares; 2025Q2: 478,203 shares; 2025Q3: 505,366 shares; 2025Q4: 528,436 shares; 2026Q1: 580,418 shares 580,418$35.6M3.86%+51,982Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,806 shares; 2024Q4: 976,660 shares; 2025Q1: 1,041,422 shares; 2025Q2: 1,013,599 shares; 2025Q3: 1,045,412 shares; 2025Q4: 1,068,841 shares; 2026Q1: 1,029,244 shares 1,029,244$34.8M3.77%-39,597Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,589 shares; 2025Q1: 16,997 shares; 2025Q2: 459,330 shares; 2025Q3: 500,773 shares; 2025Q4: 540,665 shares; 2026Q1: 538,595 shares 538,595$25.8M2.79%-2,070Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,570 shares; 2024Q4: 95,474 shares; 2025Q1: 102,824 shares; 2025Q2: 103,992 shares; 2025Q3: 108,178 shares; 2025Q4: 113,470 shares; 2026Q1: 135,505 shares 135,505$21M2.28%+22,035Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,400 shares; 2024Q4: 56,765 shares; 2025Q1: 59,475 shares; 2025Q2: 56,232 shares; 2025Q3: 57,798 shares; 2025Q4: 59,151 shares; 2026Q1: 58,208 shares 58,208$18.7M2.03%-943Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,778 shares; 2024Q4: 38,415 shares; 2025Q1: 42,490 shares; 2025Q2: 46,558 shares; 2025Q3: 50,586 shares; 2025Q4: 55,633 shares; 2026Q1: 64,025 shares 64,025$18.4M1.99%+8,392Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317,046 shares; 2025Q4: 335,403 shares; 2026Q1: 357,873 shares 357,873$16M1.74%+22,470Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,755 shares; 2024Q4: 193,328 shares; 2025Q1: 196,454 shares; 2025Q2: 211,290 shares; 2025Q3: 218,468 shares; 2025Q4: 227,824 shares; 2026Q1: 249,586 shares 249,586$16M1.73%+21,762Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245,747 shares; 2025Q3: 251,021 shares; 2025Q4: 264,084 shares; 2026Q1: 303,923 shares 303,923$15.8M1.71%+39,839Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,377 shares; 2024Q4: 23,786 shares; 2025Q1: 29,763 shares; 2025Q2: 37,354 shares; 2025Q3: 42,102 shares; 2025Q4: 48,339 shares; 2026Q1: 60,670 shares 60,670$15.4M1.67%+12,331Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,279 shares; 2024Q4: 270,986 shares; 2025Q1: 284,663 shares; 2025Q2: 240,066 shares; 2025Q3: 263,481 shares; 2025Q4: 276,703 shares; 2026Q1: 327,345 shares 327,345$14.9M1.62%+50,642Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,161 shares; 2024Q4: 419,531 shares; 2025Q1: 442,411 shares; 2025Q2: 467,060 shares; 2025Q3: 485,146 shares; 2025Q4: 502,470 shares; 2026Q1: 442,767 shares 442,767$14.4M1.56%-59,703Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,655 shares; 2024Q4: 30,090 shares; 2025Q1: 30,570 shares; 2025Q2: 30,861 shares; 2025Q3: 32,601 shares; 2025Q4: 32,063 shares; 2026Q1: 21,676 shares 21,676$14.2M1.54%-10,387Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,988 shares; 2025Q2: 221,279 shares; 2025Q3: 284,904 shares; 2025Q4: 303,454 shares; 2026Q1: 274,094 shares 274,094$13.9M1.51%-29,360Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,927 shares; 2024Q4: 105,494 shares; 2025Q1: 117,569 shares; 2025Q2: 123,670 shares; 2025Q3: 128,308 shares; 2025Q4: 133,918 shares; 2026Q1: 130,566 shares 130,566$12.6M1.37%-3,352Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,302 shares; 2024Q4: 79,991 shares; 2025Q1: 112,303 shares; 2025Q2: 128,635 shares; 2025Q3: 146,685 shares; 2025Q4: 160,613 shares; 2026Q1: 141,661 shares 141,661$12.5M1.36%-18,952Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,039 shares; 2024Q4: 628,071 shares; 2025Q1: 532,471 shares; 2025Q2: 508,205 shares; 2025Q3: 589,195 shares; 2025Q4: 631,591 shares; 2026Q1: 552,122 shares 552,122$12.3M1.33%-79,469Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,293 shares; 2024Q4: 234,725 shares; 2025Q1: 248,228 shares; 2025Q2: 246,711 shares; 2025Q3: 262,437 shares; 2025Q4: 282,143 shares; 2026Q1: 276,883 shares 276,883$11.1M1.21%-5,260Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247,399 shares; 2025Q1: 272,027 shares; 2025Q2: 154,474 shares; 2025Q3: 178,633 shares; 2025Q4: 195,217 shares; 2026Q1: 191,045 shares 191,045$10.3M1.11%-4,172Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,129 shares; 2024Q4: 159,700 shares; 2025Q1: 210,340 shares; 2025Q2: 208,909 shares; 2025Q3: 211,601 shares; 2025Q4: 218,918 shares; 2026Q1: 193,368 shares 193,368$9.79M1.06%-25,550Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,194 shares; 2024Q4: 52,779 shares; 2025Q1: 56,578 shares; 2025Q2: 59,555 shares; 2025Q3: 63,535 shares; 2025Q4: 67,617 shares; 2026Q1: 65,888 shares 65,888$9.76M1.06%-1,729Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,880 shares; 2024Q4: 30,892 shares; 2025Q1: 36,437 shares; 2025Q2: 37,508 shares; 2025Q3: 49,277 shares; 2025Q4: 51,337 shares; 2026Q1: 48,541 shares 48,541$9.62M1.04%-2,796Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,456 shares; 2025Q1: 47,541 shares; 2025Q2: 50,065 shares; 2025Q3: 50,444 shares; 2025Q4: 51,948 shares; 2026Q1: 44,288 shares 44,288$9.21M1%-7,660Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,015 shares; 2024Q4: 154,439 shares; 2025Q1: 162,234 shares; 2025Q2: 139,848 shares; 2025Q3: 108,280 shares; 2025Q4: 112,279 shares; 2026Q1: 110,505 shares 110,505$8.76M0.95%-1,774Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,566 shares; 2024Q4: 159,511 shares; 2025Q1: 160,134 shares; 2025Q2: 159,160 shares; 2025Q3: 149,411 shares; 2025Q4: 146,315 shares; 2026Q1: 87,984 shares 87,984$8.61M0.93%-58,331Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,801 shares; 2024Q4: 160,340 shares; 2025Q1: 167,021 shares; 2025Q2: 174,349 shares; 2025Q3: 192,445 shares; 2025Q4: 204,908 shares; 2026Q1: 161,651 shares 161,651$8.49M0.92%-43,257Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,733 shares 59,733$8.26M0.9%newTimeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,750 shares; 2024Q4: 212,121 shares; 2025Q1: 198,990 shares; 2025Q2: 151,139 shares; 2025Q3: 151,719 shares; 2025Q4: 157,173 shares; 2026Q1: 155,091 shares 155,091$8.25M0.9%-2,082Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,366 shares 156,366$8.15M0.88%newTimeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,596 shares 107,596$8.15M0.88%newTimeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,034 shares 67,034$8.11M0.88%newTimeline
FPAGINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,718 shares 222,718$8.08M0.88%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 25,214 shares; 2025Q1: 29,725 shares; 2025Q2: 32,046 shares; 2025Q3: 45,094 shares; 2025Q4: 45,450 shares; 2026Q1: 45,458 shares 45,458$7.93M0.86%+8Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,002 shares; 2025Q2: 102,022 shares; 2025Q3: 116,759 shares; 2025Q4: 127,849 shares; 2026Q1: 103,907 shares 103,907$7.8M0.85%-23,942Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,054 shares; 2024Q4: 198,961 shares; 2025Q1: 205,908 shares; 2025Q2: 215,595 shares; 2025Q3: 206,547 shares; 2025Q4: 205,551 shares; 2026Q1: 132,057 shares 132,057$7.47M0.81%-73,494Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,599 shares; 2024Q4: 198,687 shares; 2025Q1: 195,965 shares; 2025Q2: 212,553 shares; 2025Q3: 231,563 shares; 2025Q4: 255,581 shares; 2026Q1: 240,684 shares 240,684$7.38M0.8%-14,897Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,005 shares; 2024Q4: 56,509 shares; 2025Q1: 57,369 shares; 2025Q2: 61,155 shares; 2025Q3: 64,525 shares; 2025Q4: 66,614 shares; 2026Q1: 67,060 shares 67,060$7.11M0.77%+446Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,586 shares; 2024Q4: 290,514 shares; 2025Q1: 293,626 shares; 2025Q2: 287,618 shares; 2025Q3: 301,929 shares; 2025Q4: 313,723 shares; 2026Q1: 254,748 shares 254,748$6.31M0.68%-58,975Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 5,738 shares; 2025Q1: 4,706 shares; 2025Q2: 5,273 shares; 2025Q3: 5,698 shares; 2025Q4: 5,889 shares; 2026Q1: 18,828 shares 18,828$5.83M0.63%+12,939Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,642 shares; 2024Q4: 18,207 shares; 2025Q1: 18,887 shares; 2025Q2: 19,622 shares; 2025Q3: 19,746 shares; 2025Q4: 20,351 shares; 2026Q1: 19,666 shares 19,666$5.78M0.63%-685Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,515 shares; 2024Q4: 98,096 shares; 2025Q1: 92,050 shares; 2025Q2: 90,984 shares; 2025Q3: 93,542 shares; 2025Q4: 94,202 shares; 2026Q1: 58,751 shares 58,751$5.71M0.62%-35,451Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,491 shares; 2025Q1: 6,897 shares; 2025Q2: 8,508 shares; 2025Q3: 8,758 shares; 2025Q4: 8,847 shares; 2026Q1: 8,421 shares 8,421$5.48M0.59%-426Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,903 shares; 2025Q1: 118,943 shares; 2025Q2: 133,646 shares; 2025Q3: 153,518 shares; 2025Q4: 169,400 shares; 2026Q1: 124,360 shares 124,360$4.91M0.53%-45,040Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,394 shares; 2024Q4: 70,910 shares; 2025Q1: 73,633 shares; 2025Q2: 74,658 shares; 2025Q3: 77,805 shares; 2025Q4: 80,643 shares; 2026Q1: 47,732 shares 47,732$4.58M0.5%-32,911Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,888 shares; 2025Q1: 11,368 shares; 2025Q2: 13,561 shares; 2025Q3: 15,942 shares; 2025Q4: 15,920 shares; 2026Q1: 15,449 shares 15,449$4.44M0.48%-471Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,137 shares; 2024Q4: 52,007 shares; 2025Q1: 58,684 shares; 2025Q2: 61,488 shares; 2025Q3: 65,659 shares; 2025Q4: 70,452 shares; 2026Q1: 64,451 shares 64,451$4.4M0.48%-6,001Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: not reported; 2026Q1: 16,211 shares 16,211$4.25M0.46%newTimeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,627 shares; 2024Q4: 46,103 shares; 2025Q1: 45,073 shares; 2025Q2: 48,807 shares; 2025Q3: 59,837 shares; 2025Q4: 62,839 shares; 2026Q1: 60,178 shares 60,178$4.22M0.46%-2,661Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,068 shares; 2024Q4: 14,515 shares; 2025Q1: 16,235 shares; 2025Q2: 17,563 shares; 2025Q3: 19,338 shares; 2025Q4: 20,488 shares; 2026Q1: 20,042 shares 20,042$4.17M0.45%-446Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,361 shares; 2024Q4: 7,788 shares; 2025Q1: 9,194 shares; 2025Q2: 9,916 shares; 2025Q3: 10,743 shares; 2025Q4: 11,605 shares; 2026Q1: 11,145 shares 11,145$4.13M0.45%-460Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,771 shares; 2024Q4: 46,683 shares; 2025Q1: 25,728 shares; 2025Q2: 24,601 shares; 2025Q3: 24,651 shares; 2025Q4: 24,094 shares; 2026Q1: 14,053 shares 14,053$3.49M0.38%-10,041Timeline
HYGHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,625 shares 37,625$3.22M0.35%newTimeline
FLRTPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,506 shares 69,506$3.22M0.35%newTimeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179,898 shares 179,898$3.16M0.34%newTimeline
VRIGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,262 shares; 2024Q4: 438,845 shares; 2025Q1: 443,928 shares; 2025Q2: 463,093 shares; 2025Q3: 122,076 shares; 2025Q4: 122,973 shares; 2026Q1: 122,165 shares 122,165$3.06M0.33%-808Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,586 shares; 2024Q4: 67,899 shares; 2025Q1: 76,004 shares; 2025Q2: 58,838 shares; 2025Q3: 70,535 shares; 2025Q4: 85,343 shares; 2026Q1: 82,826 shares 82,826$3.05M0.33%-2,517Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,345 shares; 2025Q1: 7,086 shares; 2025Q2: 7,269 shares; 2025Q3: 7,342 shares; 2025Q4: 7,983 shares; 2026Q1: 8,093 shares 8,093$3.01M0.33%+110Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,042 shares; 2025Q1: 2,573 shares; 2025Q2: 3,430 shares; 2025Q3: 4,487 shares; 2025Q4: 4,380 shares; 2026Q1: 4,043 shares 4,043$2.86M0.31%-337Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,050 shares; 2024Q4: 68,388 shares; 2025Q1: 61,363 shares; 2025Q2: 64,651 shares; 2025Q3: 47,899 shares; 2025Q4: 50,822 shares; 2026Q1: 49,870 shares 49,870$2.83M0.31%-952Timeline
QHYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,856 shares; 2024Q4: 85,167 shares; 2025Q1: 86,173 shares; 2025Q2: 87,243 shares; 2025Q3: 91,121 shares; 2025Q4: 87,612 shares; 2026Q1: 59,939 shares 59,939$2.73M0.3%-27,673Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,997 shares; 2024Q4: 49,607 shares; 2025Q1: 47,495 shares; 2025Q2: 45,591 shares; 2025Q3: 47,073 shares; 2025Q4: 47,519 shares; 2026Q1: 28,140 shares 28,140$2.72M0.29%-19,379Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,953 shares; 2024Q4: 22,360 shares; 2025Q1: 20,264 shares; 2025Q2: 20,340 shares; 2025Q3: 20,857 shares; 2025Q4: 20,349 shares; 2026Q1: 19,812 shares 19,812$2.69M0.29%-537Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 2,431 shares; 2025Q1: 3,102 shares; 2025Q2: 2,975 shares; 2025Q3: 3,499 shares; 2025Q4: 4,059 shares; 2026Q1: 3,841 shares 3,841$2.68M0.29%-218Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,043 shares; 2025Q4: 117,543 shares; 2026Q1: 112,072 shares 112,072$2.57M0.28%-5,471Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,617 shares 97,617$2.57M0.28%newTimeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 30,047 shares; 2025Q1: 33,335 shares; 2025Q2: 52,418 shares; 2025Q3: 58,297 shares; 2025Q4: 68,721 shares; 2026Q1: 29,561 shares 29,561$2.56M0.28%-39,160Timeline
MBSANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295,555 shares 295,555$2.56M0.28%newTimeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,508 shares; 2024Q4: 49,800 shares; 2025Q1: 44,870 shares; 2025Q2: 46,330 shares; 2025Q3: 43,059 shares; 2025Q4: 46,087 shares; 2026Q1: 45,778 shares 45,778$2.54M0.28%-309Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 23,463 shares; 2025Q1: 38,867 shares; 2025Q2: 45,818 shares; 2025Q3: 61,204 shares; 2025Q4: 78,642 shares; 2026Q1: 75,131 shares 75,131$2.48M0.27%-3,511Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 2,045 shares; 2025Q1: 2,208 shares; 2025Q2: 2,599 shares; 2025Q3: 3,752 shares; 2025Q4: 4,249 shares; 2026Q1: 4,207 shares 4,207$2.41M0.26%-42Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,836 shares; 2024Q4: 37,435 shares; 2025Q1: 56,802 shares; 2025Q2: 60,445 shares; 2025Q3: 68,721 shares; 2025Q4: 69,268 shares; 2026Q1: 45,046 shares 45,046$2.19M0.24%-24,222Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 8,786 shares; 2025Q1: 13,133 shares; 2025Q2: 8,859 shares; 2025Q3: 8,902 shares; 2025Q4: 9,050 shares; 2026Q1: 9,798 shares 9,798$2.13M0.23%+748Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 5,305 shares; 2025Q1: 5,452 shares; 2025Q2: 5,869 shares; 2025Q3: 5,054 shares; 2025Q4: 4,410 shares; 2026Q1: 4,174 shares 4,174$2.09M0.23%-236Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,133 shares 27,133$2.05M0.22%newTimeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 9,218 shares; 2025Q1: 14,242 shares; 2025Q2: 14,823 shares; 2025Q3: 25,231 shares; 2025Q4: 33,896 shares; 2026Q1: 32,471 shares 32,471$1.95M0.21%-1,425Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,492 shares; 2024Q4: 18,763 shares; 2025Q1: 24,093 shares; 2025Q2: 30,441 shares; 2025Q3: 38,445 shares; 2025Q4: 42,923 shares; 2026Q1: 38,133 shares 38,133$1.86M0.2%-4,790Timeline
NUGONUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 19,644 shares; 2025Q1: 31,598 shares; 2025Q2: 30,115 shares; 2025Q3: 41,154 shares; 2025Q4: 53,427 shares; 2026Q1: 51,492 shares 51,492$1.85M0.2%-1,935Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,035 shares; 2024Q4: 58,951 shares; 2025Q1: 61,294 shares; 2025Q2: 43,545 shares; 2025Q3: 38,082 shares; 2025Q4: 38,403 shares; 2026Q1: 37,958 shares 37,958$1.84M0.2%-445Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,551 shares; 2025Q1: 2,786 shares; 2025Q2: 3,166 shares; 2025Q3: 3,791 shares; 2025Q4: 3,928 shares; 2026Q1: 3,835 shares 3,835$1.84M0.2%-93Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,830 shares; 2025Q1: 3,449 shares; 2025Q2: 5,180 shares; 2025Q3: 6,284 shares; 2025Q4: 6,571 shares; 2026Q1: 5,288 shares 5,288$1.79M0.19%-1,283Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,698 shares; 2024Q4: 31,759 shares; 2025Q1: 25,943 shares; 2025Q2: 26,804 shares; 2025Q3: 27,184 shares; 2025Q4: 26,853 shares; 2026Q1: 16,129 shares 16,129$1.78M0.19%-10,724Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,020 shares; 2024Q4: 14,116 shares; 2025Q1: 12,484 shares; 2025Q2: 13,674 shares; 2025Q3: 16,532 shares; 2025Q4: 19,651 shares; 2026Q1: 18,821 shares 18,821$1.77M0.19%-830Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,530 shares; 2025Q3: 60,738 shares; 2025Q4: 58,615 shares; 2026Q1: 30,508 shares 30,508$1.65M0.18%-28,107Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,809 shares; 2025Q1: 2,574 shares; 2025Q2: 3,529 shares; 2025Q3: 5,142 shares; 2025Q4: 4,892 shares; 2026Q1: 4,719 shares 4,719$1.61M0.17%-173Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 22,421 shares; 2025Q1: 24,210 shares; 2025Q2: 26,494 shares; 2025Q3: 33,490 shares; 2025Q4: 39,465 shares; 2026Q1: 37,809 shares 37,809$1.61M0.17%-1,656Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 817 shares; 2025Q1: 910 shares; 2025Q2: 1,032 shares; 2025Q3: 1,341 shares; 2025Q4: 15,449 shares; 2026Q1: 16,022 shares 16,022$1.54M0.17%+573Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,790 shares; 2025Q1: 3,210 shares; 2025Q2: 3,900 shares; 2025Q3: 5,245 shares; 2025Q4: 5,685 shares; 2026Q1: 5,291 shares 5,291$1.52M0.16%-394Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,607 shares; 2024Q4: 56,329 shares; 2025Q1: 23,686 shares; 2025Q2: 26,062 shares; 2025Q3: 20,972 shares; 2025Q4: 23,150 shares; 2026Q1: 11,953 shares 11,953$1.49M0.16%-11,197Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,748 shares; 2024Q4: 34,059 shares; 2025Q1: 33,544 shares; 2025Q2: 37,802 shares; 2025Q3: 48,278 shares; 2025Q4: 50,767 shares; 2026Q1: 51,018 shares 51,018$1.48M0.16%+251Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 596 shares; 2025Q1: 911 shares; 2025Q2: 1,070 shares; 2025Q3: 1,502 shares; 2025Q4: 1,393 shares; 2026Q1: 1,465 shares 1,465$1.46M0.16%+72Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,962 shares; 2024Q4: 36,464 shares; 2025Q1: 32,434 shares; 2025Q2: 32,939 shares; 2025Q3: 36,468 shares; 2025Q4: 35,048 shares; 2026Q1: 29,807 shares 29,807$1.46M0.16%-5,241Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,939 shares; 2025Q1: 17,086 shares; 2025Q2: 20,158 shares; 2025Q3: 25,696 shares; 2025Q4: 32,540 shares; 2026Q1: 31,008 shares 31,008$1.44M0.16%-1,532Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,676 shares; 2025Q1: 18,828 shares; 2025Q2: 22,760 shares; 2025Q3: 31,553 shares; 2025Q4: 40,955 shares; 2026Q1: 39,070 shares 39,070$1.41M0.15%-1,885Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 8,517 shares; 2025Q1: 10,939 shares; 2025Q2: 12,379 shares; 2025Q3: 17,179 shares; 2025Q4: 22,980 shares; 2026Q1: 22,246 shares 22,246$1.39M0.15%-734Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 4,024 shares; 2025Q1: 3,853 shares; 2025Q2: 4,060 shares; 2025Q3: 4,234 shares; 2025Q4: 4,623 shares; 2026Q1: 4,414 shares 4,414$1.37M0.15%-209Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,780 shares; 2025Q1: 2,484 shares; 2025Q2: 3,127 shares; 2025Q3: 3,915 shares; 2025Q4: 4,433 shares; 2026Q1: 3,966 shares 3,966$1.3M0.14%-467Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,629 shares 48,629$1.29M0.14%newTimeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 11,999 shares; 2025Q1: 10,218 shares; 2025Q2: 11,216 shares; 2025Q3: 12,064 shares; 2025Q4: 13,353 shares; 2026Q1: 7,444 shares 7,444$1.29M0.14%-5,909Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,631 shares; 2025Q2: 26,930 shares; 2025Q3: 27,066 shares; 2025Q4: 26,029 shares; 2026Q1: 25,057 shares 25,057$1.28M0.14%-972Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,557 shares; 2025Q1: 77,522 shares; 2025Q2: 31,489 shares; 2025Q3: 30,734 shares; 2025Q4: 29,115 shares; 2026Q1: 26,930 shares 26,930$1.27M0.14%-2,185Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,736 shares; 2024Q4: 7,306 shares; 2025Q1: 7,814 shares; 2025Q2: 8,426 shares; 2025Q3: 9,422 shares; 2025Q4: 10,416 shares; 2026Q1: 8,730 shares 8,730$1.26M0.14%-1,686Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,208 shares; 2025Q1: 5,263 shares; 2025Q2: 8,723 shares; 2025Q3: 9,008 shares; 2025Q4: 8,977 shares; 2026Q1: 8,041 shares 8,041$1.25M0.14%-936Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 14,579 shares; 2025Q1: 14,285 shares; 2025Q2: 14,016 shares; 2025Q3: 13,488 shares; 2025Q4: 13,403 shares; 2026Q1: 13,325 shares 13,325$1.24M0.13%-78Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 4,839 shares; 2025Q1: 4,255 shares; 2025Q2: 4,257 shares; 2025Q3: 4,262 shares; 2025Q4: 4,266 shares; 2026Q1: 4,168 shares 4,168$1.23M0.13%-98Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,747 shares; 2024Q4: 53,837 shares; 2025Q1: 52,344 shares; 2025Q2: 58,239 shares; 2025Q3: 63,644 shares; 2025Q4: 73,387 shares; 2026Q1: 31,366 shares 31,366$1.2M0.13%-42,021Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,790 shares; 2025Q1: 1,941 shares; 2025Q2: 1,950 shares; 2025Q3: 2,048 shares; 2025Q4: 1,981 shares; 2026Q1: 1,974 shares 1,974$1.19M0.13%-7Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,442 shares 21,442$1.16M0.13%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 9,947 shares; 2025Q1: 13,901 shares; 2025Q2: 9,884 shares; 2025Q3: 9,834 shares; 2025Q4: 9,880 shares; 2026Q1: 11,131 shares 11,131$1.14M0.12%+1,251Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,370 shares; 2025Q1: 1,317 shares; 2025Q2: 1,531 shares; 2025Q3: 1,483 shares; 2025Q4: 1,578 shares; 2026Q1: 1,300 shares 1,300$1.1M0.12%-278Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 13,893 shares; 2025Q3: 17,885 shares; 2025Q4: 19,471 shares; 2026Q1: 17,580 shares 17,580$1.08M0.12%-1,891Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,030 shares; 2024Q4: 66,122 shares; 2025Q1: 54,322 shares; 2025Q2: 53,404 shares; 2025Q3: 52,871 shares; 2025Q4: 52,108 shares; 2026Q1: 56,518 shares 56,518$1.06M0.12%+4,410Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 5,896 shares; 2025Q1: 6,064 shares; 2025Q2: 7,013 shares; 2025Q3: 6,993 shares; 2025Q4: 8,468 shares; 2026Q1: 6,406 shares 6,406$1.05M0.11%-2,062Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 12,806 shares; 2025Q1: 10,495 shares; 2025Q2: 10,088 shares; 2025Q3: 9,813 shares; 2025Q4: 9,395 shares; 2026Q1: 8,409 shares 8,409$1.05M0.11%-986Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,878 shares; 2024Q4: 49,017 shares; 2025Q1: 45,057 shares; 2025Q2: 44,451 shares; 2025Q3: 43,294 shares; 2025Q4: 42,605 shares; 2026Q1: 40,588 shares 40,588$1.03M0.11%-2,017Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,231 shares; 2025Q2: 8,910 shares; 2025Q3: 11,666 shares; 2025Q4: 12,931 shares; 2026Q1: 12,018 shares 12,018$977K0.11%-913Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 5,377 shares; 2025Q1: 5,707 shares; 2025Q2: 6,150 shares; 2025Q3: 6,200 shares; 2025Q4: 7,134 shares; 2026Q1: 7,826 shares 7,826$973K0.11%+692Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 3,868 shares; 2025Q3: 5,215 shares; 2025Q4: 5,359 shares; 2026Q1: 4,815 shares 4,815$958K0.1%-544Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,273 shares; 2024Q4: 10,561 shares; 2025Q1: 9,845 shares; 2025Q2: 11,250 shares; 2025Q3: 12,237 shares; 2025Q4: 14,390 shares; 2026Q1: 12,346 shares 12,346$958K0.1%-2,044Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 1,249 shares; 2025Q2: 1,826 shares; 2025Q3: 2,592 shares; 2025Q4: 2,770 shares; 2026Q1: 2,757 shares 2,757$946K0.1%-13Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,408 shares; 2025Q1: 3,437 shares; 2025Q2: 3,406 shares; 2025Q3: 3,304 shares; 2025Q4: 3,140 shares; 2026Q1: 3,338 shares 3,338$932K0.1%+198Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,472 shares; 2025Q1: 5,623 shares; 2025Q2: 5,646 shares; 2025Q3: 5,571 shares; 2025Q4: 5,913 shares; 2026Q1: 6,335 shares 6,335$932K0.1%+422Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 8,161 shares; 2025Q1: 8,893 shares; 2025Q2: 9,956 shares; 2025Q3: 9,336 shares; 2025Q4: 9,761 shares; 2026Q1: 7,877 shares 7,877$893K0.1%-1,884Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 5,146 shares; 2025Q1: 4,873 shares; 2025Q2: 6,251 shares; 2025Q3: 6,637 shares; 2025Q4: 6,879 shares; 2026Q1: 5,838 shares 5,838$892K0.1%-1,041Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 21,839 shares; 2025Q1: 22,016 shares; 2025Q2: 22,244 shares; 2025Q3: 22,179 shares; 2025Q4: 21,387 shares; 2026Q1: 19,193 shares 19,193$861K0.09%-2,194Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,439 shares; 2025Q1: 3,405 shares; 2025Q2: 3,433 shares; 2025Q3: 3,434 shares; 2025Q4: 3,450 shares; 2026Q1: 3,467 shares 3,467$857K0.09%+17Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,890 shares; 2024Q4: 51,195 shares; 2025Q1: 52,374 shares; 2025Q2: 21,265 shares; 2025Q3: 21,608 shares; 2025Q4: 19,884 shares; 2026Q1: 19,622 shares 19,622$853K0.09%-262Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 864 shares; 2025Q1: 1,034 shares; 2025Q2: 1,345 shares; 2025Q3: 1,885 shares; 2025Q4: 2,016 shares; 2026Q1: 2,038 shares 2,038$849K0.09%+22Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,699 shares; 2024Q4: 84,829 shares; 2025Q1: 64,969 shares; 2025Q2: 64,462 shares; 2025Q3: 66,489 shares; 2025Q4: 66,735 shares; 2026Q1: 64,610 shares 64,610$835K0.09%-2,125Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 9,653 shares; 2025Q1: 9,654 shares; 2025Q2: 10,848 shares; 2025Q3: 10,850 shares; 2025Q4: 8,466 shares; 2026Q1: 8,467 shares 8,467$833K0.09%+1Timeline
IDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,721 shares; 2024Q4: 23,693 shares; 2025Q1: 22,359 shares; 2025Q2: 21,982 shares; 2025Q3: 22,211 shares; 2025Q4: 21,715 shares; 2026Q1: 20,525 shares 20,525$831K0.09%-1,190Timeline
AGOXSTARBOARD INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,916 shares; 2024Q4: 46,425 shares; 2025Q1: 39,521 shares; 2025Q2: 36,884 shares; 2025Q3: 36,439 shares; 2025Q4: 34,901 shares; 2026Q1: 31,128 shares 31,128$829K0.09%-3,773Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: 59,747 shares; 2025Q1: 45,725 shares; 2025Q2: 46,345 shares; 2025Q3: 47,562 shares; 2025Q4: 49,159 shares; 2026Q1: 48,152 shares 48,152$824K0.09%-1,007Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,177 shares; 2025Q1: 7,901 shares; 2025Q2: 7,522 shares; 2025Q3: 7,509 shares; 2025Q4: 7,871 shares; 2026Q1: 4,785 shares 4,785$812K0.09%-3,086Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101$801K0.09%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 716 shares; 2025Q1: 1,022 shares; 2025Q2: 1,267 shares; 2025Q3: 1,898 shares; 2025Q4: 1,967 shares; 2026Q1: 1,974 shares 1,974$771K0.08%+7Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,764 shares; 2024Q4: 19,659 shares; 2025Q1: 23,998 shares; 2025Q2: 24,386 shares; 2025Q3: 23,654 shares; 2025Q4: 23,559 shares; 2026Q1: 21,184 shares 21,184$748K0.08%-2,375Timeline
CRTCDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,899 shares; 2025Q4: 21,823 shares; 2026Q1: 20,820 shares 20,820$738K0.08%-1,003Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,504 shares; 2025Q1: 2,406 shares; 2025Q2: 2,600 shares; 2025Q3: 3,324 shares; 2025Q4: 3,530 shares; 2026Q1: 3,032 shares 3,032$735K0.08%-498Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,719 shares; 2025Q1: 4,953 shares; 2025Q2: 6,565 shares; 2025Q3: 7,699 shares; 2025Q4: 8,641 shares; 2026Q1: 7,266 shares 7,266$700K0.08%-1,375Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,989 shares; 2024Q4: 42,623 shares; 2025Q1: 42,583 shares; 2025Q2: 44,266 shares; 2025Q3: 55,103 shares; 2025Q4: 58,058 shares; 2026Q1: 46,771 shares 46,771$697K0.08%-11,287Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 11,875 shares; 2025Q1: 13,095 shares; 2025Q2: 14,750 shares; 2025Q3: 16,179 shares; 2025Q4: 17,449 shares; 2026Q1: 13,834 shares 13,834$694K0.08%-3,615Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,157 shares; 2024Q4: 21,239 shares; 2025Q1: 20,596 shares; 2025Q2: 19,560 shares; 2025Q3: 19,023 shares; 2025Q4: 16,788 shares; 2026Q1: 16,550 shares 16,550$688K0.07%-238Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 561 shares; 2025Q1: 775 shares; 2025Q2: 1,085 shares; 2025Q3: 1,466 shares; 2025Q4: 1,619 shares; 2026Q1: 1,605 shares 1,605$683K0.07%-14Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 6,447 shares; 2025Q1: 6,407 shares; 2025Q2: 7,145 shares; 2025Q3: 7,805 shares; 2025Q4: 8,437 shares; 2026Q1: 6,965 shares 6,965$672K0.07%-1,472Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 6,210 shares; 2025Q1: 6,227 shares; 2025Q2: 7,165 shares; 2025Q3: 8,484 shares; 2025Q4: 9,277 shares; 2026Q1: 7,732 shares 7,732$659K0.07%-1,545Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,664 shares; 2025Q1: 4,972 shares; 2025Q2: 6,186 shares; 2025Q3: 8,506 shares; 2025Q4: 9,235 shares; 2026Q1: 9,017 shares 9,017$649K0.07%-218Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,550 shares; 2025Q1: 1,720 shares; 2025Q2: 1,713 shares; 2025Q3: 1,685 shares; 2025Q4: 1,653 shares; 2026Q1: 1,517 shares 1,517$647K0.07%-136Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,195 shares; 2025Q4: 8,149 shares; 2026Q1: 9,450 shares 9,450$644K0.07%+1,301Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 4,162 shares; 2025Q1: 4,434 shares; 2025Q2: 5,253 shares; 2025Q3: 5,619 shares; 2025Q4: 6,044 shares; 2026Q1: 4,900 shares 4,900$642K0.07%-1,144Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,406 shares; 2025Q1: 1,756 shares; 2025Q2: 1,925 shares; 2025Q3: 2,035 shares; 2025Q4: 2,192 shares; 2026Q1: 1,792 shares 1,792$641K0.07%-400Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 6,799 shares; 2025Q1: 6,996 shares; 2025Q2: 8,577 shares; 2025Q3: 10,410 shares; 2025Q4: 11,238 shares; 2026Q1: 9,044 shares 9,044$640K0.07%-2,194Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 886 shares; 2025Q1: 1,272 shares; 2025Q2: 1,843 shares; 2025Q3: 2,676 shares; 2025Q4: 3,090 shares; 2026Q1: 3,148 shares 3,148$640K0.07%+58Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,437 shares; 2024Q4: 66,559 shares; 2025Q1: 66,010 shares; 2025Q2: 31,287 shares; 2025Q3: 23,215 shares; 2025Q4: 22,572 shares; 2026Q1: 21,257 shares 21,257$620K0.07%-1,315Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,216 shares; 2025Q1: 8,540 shares; 2025Q2: 10,185 shares; 2025Q3: 10,745 shares; 2025Q4: 11,495 shares; 2026Q1: 9,052 shares 9,052$597K0.06%-2,443Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 1,200 shares; 2025Q4: 1,199 shares; 2026Q1: 1,373 shares 1,373$591K0.06%+174Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 14,196 shares; 2025Q1: 13,287 shares; 2025Q2: 14,593 shares; 2025Q3: 14,234 shares; 2025Q4: 12,830 shares; 2026Q1: 20,066 shares 20,066$576K0.06%+7,236Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,521 shares; 2025Q4: 1,624 shares; 2026Q1: 1,675 shares 1,675$566K0.06%+51Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,513 shares; 2025Q1: 4,787 shares; 2025Q2: 5,082 shares; 2025Q3: 4,622 shares; 2025Q4: 4,427 shares; 2026Q1: 3,817 shares 3,817$553K0.06%-610Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 4,129 shares; 2025Q1: 4,212 shares; 2025Q2: 4,197 shares; 2025Q3: 4,173 shares; 2025Q4: 4,443 shares; 2026Q1: 4,456 shares 4,456$536K0.06%+13Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,191 shares; 2025Q1: 2,253 shares; 2025Q2: 2,698 shares; 2025Q3: 3,076 shares; 2025Q4: 3,416 shares; 2026Q1: 2,742 shares 2,742$532K0.06%-674Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,516 shares; 2025Q1: 1,556 shares; 2025Q2: 1,916 shares; 2025Q3: 2,055 shares; 2025Q4: 2,345 shares; 2026Q1: 1,979 shares 1,979$515K0.06%-366Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,355 shares; 2025Q1: 1,459 shares; 2025Q2: 1,946 shares; 2025Q3: 2,020 shares; 2025Q4: 1,773 shares; 2026Q1: 1,697 shares 1,697$513K0.06%-76Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,254 shares; 2025Q2: 1,861 shares; 2025Q3: 2,865 shares; 2025Q4: 3,175 shares; 2026Q1: 3,198 shares 3,198$503K0.05%+23Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,600 shares; 2025Q1: 2,829 shares; 2025Q2: 2,822 shares; 2025Q3: 2,838 shares; 2025Q4: 2,863 shares; 2026Q1: 2,605 shares 2,605$502K0.05%-258Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,754 shares; 2025Q1: 4,049 shares; 2025Q2: 5,061 shares; 2025Q3: 5,806 shares; 2025Q4: 6,289 shares; 2026Q1: 5,133 shares 5,133$501K0.05%-1,156Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,786 shares; 2025Q2: 6,384 shares; 2025Q3: 10,303 shares; 2025Q4: 11,094 shares; 2026Q1: 12,128 shares 12,128$489K0.05%+1,034Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,933 shares; 2024Q4: 29,202 shares; 2025Q1: 13,868 shares; 2025Q2: 13,736 shares; 2025Q3: 12,655 shares; 2025Q4: 12,194 shares; 2026Q1: 10,623 shares 10,623$469K0.05%-1,571Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,537 shares; 2025Q2: 8,569 shares; 2025Q3: 8,218 shares; 2025Q4: 9,625 shares; 2026Q1: 9,258 shares 9,258$461K0.05%-367Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,317 shares; 2025Q1: 3,531 shares; 2025Q2: 4,041 shares; 2025Q3: 4,638 shares; 2025Q4: 4,345 shares; 2026Q1: 5,026 shares 5,026$455K0.05%+681Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,072 shares 9,072$452K0.05%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 3,115 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 4,750 shares; 2025Q4: 2,588 shares; 2026Q1: 2,249 shares 2,249$446K0.05%-339Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,302 shares; 2025Q1: 960 shares; 2025Q2: 1,055 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 1,011 shares 1,011$441K0.05%+52Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,195 shares; 2025Q2: 5,252 shares; 2025Q3: 5,737 shares; 2025Q4: 6,128 shares; 2026Q1: 5,035 shares 5,035$436K0.05%-1,093Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 8,788 shares; 2025Q1: 8,607 shares; 2025Q2: 8,649 shares; 2025Q3: 8,701 shares; 2025Q4: 8,745 shares; 2026Q1: 8,825 shares 8,825$433K0.05%+80Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 7,874 shares; 2025Q1: 9,012 shares; 2025Q2: 10,788 shares; 2025Q3: 11,895 shares; 2025Q4: 12,954 shares; 2026Q1: 10,248 shares 10,248$424K0.05%-2,706Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 420 shares; 2025Q1: 397 shares; 2025Q2: 317 shares; 2025Q3: 321 shares; 2025Q4: 370 shares; 2026Q1: 460 shares 460$423K0.05%+90Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,576 shares; 2025Q1: 1,575 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 3,355 shares; 2026Q1: 3,129 shares 3,129$416K0.05%-226Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 2,549 shares; 2025Q1: 2,022 shares; 2025Q2: 2,340 shares; 2025Q3: 2,989 shares; 2025Q4: 3,724 shares; 2026Q1: 3,333 shares 3,333$395K0.04%-391Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,254 shares; 2025Q3: 8,340 shares; 2025Q4: 8,585 shares; 2026Q1: 7,117 shares 7,117$388K0.04%-1,468Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,693 shares; 2025Q3: 2,697 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647$384K0.04%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 1,677 shares; 2025Q1: 1,665 shares; 2025Q2: 1,632 shares; 2025Q3: 1,670 shares; 2025Q4: 1,679 shares; 2026Q1: 1,692 shares 1,692$383K0.04%+13Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,977 shares; 2025Q1: 8,444 shares; 2025Q2: 5,122 shares; 2025Q3: 5,185 shares; 2025Q4: 5,311 shares; 2026Q1: 1,826 shares 1,826$378K0.04%-3,485Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,745 shares; 2026Q1: 1,746 shares 1,746$376K0.04%+1Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 786 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 832 shares 832$361K0.04%+43Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,418 shares; 2025Q1: 2,393 shares; 2025Q2: 2,407 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,314 shares 2,314$336K0.04%-14Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 764 shares; 2025Q3: 780 shares; 2025Q4: 889 shares; 2026Q1: 952 shares 952$335K0.04%+63Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,326 shares; 2025Q4: 18,547 shares; 2026Q1: 19,324 shares 19,324$323K0.04%+777Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,531 shares; 2025Q1: 2,554 shares; 2025Q2: 3,078 shares; 2025Q3: 3,491 shares; 2025Q4: 4,187 shares; 2026Q1: 3,307 shares 3,307$319K0.03%-880Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,453 shares; 2025Q2: 1,458 shares; 2025Q3: 1,463 shares; 2025Q4: 1,467 shares; 2026Q1: 1,471 shares 1,471$311K0.03%+4Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,797 shares; 2025Q1: not reported; 2025Q2: 1,556 shares; 2025Q3: 1,565 shares; 2025Q4: 1,545 shares; 2026Q1: 1,479 shares 1,479$301K0.03%-66Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,007 shares; 2026Q1: 5,930 shares 5,930$299K0.03%+923Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,513 shares; 2025Q4: 14,238 shares; 2026Q1: 14,252 shares 14,252$296K0.03%+14Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: 532 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637$295K0.03%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,164 shares; 2026Q1: 1,198 shares 1,198$293K0.03%+34Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 2,835 shares; 2025Q1: 2,576 shares; 2025Q2: 8,882 shares; 2025Q3: 8,059 shares; 2025Q4: 2,537 shares; 2026Q1: 2,537 shares 2,537$284K0.03%0Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 3,527 shares; 2025Q3: 3,184 shares; 2025Q4: 9,124 shares; 2026Q1: 6,765 shares 6,765$282K0.03%-2,359Timeline
ICLOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,228 shares; 2026Q1: 10,991 shares 10,991$280K0.03%+763Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 3,557 shares; 2025Q2: 4,936 shares; 2025Q3: 5,246 shares; 2025Q4: 5,693 shares; 2026Q1: 4,582 shares 4,582$276K0.03%-1,111Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 765 shares 765$273K0.03%+15Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,613 shares; 2025Q3: 5,864 shares; 2025Q4: 6,724 shares; 2026Q1: 6,189 shares 6,189$270K0.03%-535Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,284 shares; 2024Q4: 8,169 shares; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,274 shares; 2026Q1: 6,274 shares 6,274$252K0.03%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 190 shares 190$251K0.03%-9Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,998 shares 9,998$250K0.03%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,618 shares; 2025Q4: 9,592 shares; 2026Q1: 10,670 shares 10,670$242K0.03%+1,078Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: 1,116 shares; 2025Q2: 2,436 shares; 2025Q3: 1,128 shares; 2025Q4: 1,133 shares; 2026Q1: 1,137 shares 1,137$236K0.03%+4Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 771 shares 771$233K0.03%-42Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares 4,381$223K0.02%newTimeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,068 shares; 2025Q1: 2,056 shares; 2025Q2: 2,054 shares; 2025Q3: 1,998 shares; 2025Q4: 1,999 shares; 2026Q1: 1,996 shares 1,996$220K0.02%-3Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,716 shares; 2024Q4: 72,810 shares; 2025Q1: 73,936 shares; 2025Q2: 41,417 shares; 2025Q3: 5,658 shares; 2025Q4: 5,168 shares; 2026Q1: 4,337 shares 4,337$218K0.02%-831Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,242 shares; 2026Q1: 1,474 shares 1,474$216K0.02%+232Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 897 shares; 2025Q4: 898 shares; 2026Q1: 911 shares 911$215K0.02%+13Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,998 shares; 2026Q1: 2,004 shares 2,004$213K0.02%+6Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290$213K0.02%newTimeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885$212K0.02%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: not reported; 2025Q1: 2,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,774 shares 2,774$211K0.02%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192$209K0.02%newTimeline
DBGIDIGITAL BRANDS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,389 shares; 2025Q4: 44,789 shares; 2026Q1: 115,370 shares 115,370$208K0.02%+70,581Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares; 2026Q1: 1,129 shares 1,129$206K0.02%-435Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,761 shares; 2025Q1: 9,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,376 shares 4,376$206K0.02%newTimeline
KAZRSKYLINE BLDRS GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,487 shares 30,487$94.2K0.01%newTimeline
ACHVACHIEVE LIFE SCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,163 shares; 2026Q1: 24,163 shares 24,163$71K0.01%0Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,121 shares; 2025Q4: 11,271 shares; 2026Q1: 11,459 shares 11,459$53.1K0.01%+188Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMcall600$117K0
TSLATESLA INC COMcall300$52.5K0
SPYSTATE STR SPDR S&P 500 ETF T SHScall300$33K0

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
XLGINVESCO EXCHANGE TRADED FD T14,581$864Kshares
VLUEISHARES TR6,147$841Kshares
DYNFBLACKROCK ETF TRUST11,765$715Kshares
IWCISHARES TR4,276$674Kshares
SHYISHARES TR4,866$403Kshares
XLUSELECT SECTOR SPDR TR7,230$309Kshares
IGSBISHARES TR5,480$290Kshares
AKREPROFESIONALLY MANAGED PORTFO4,373$286Kshares
GEGE AEROSPACE926$285Kshares
OGIGALPS ETF TR4,979$262Kshares
TMFCRBB FD INC3,429$246Kshares
SHELSHELL PLC3,202$235Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002040021-26-000002 base2026-04-24acceptance time not in the bulk data set