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Greenspring Advisors, LLC

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13F filer, CIK 1922200, Towson, MD

Greenspring Advisors, LLC reported $1,641,004,918 across 318 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 65.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000561

Period
2026-03-31
Reported value
$1.64B
Holdings
318
Top 10 weight
65.08%
New
49
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGadded+55,243$5.48M
DFACadded+111,529$4.33M
VBILadded+36,246$2.74M
VCSHadded+33,437$2.65M
VCITadded+25,885$2.14M

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
LIFreduced-175,055-$7.15M
EAGLreduced-181,784-$5.53M
DFAXreduced-19,060-$647K
DFICreduced-15,075-$536K
CRMexited-1,959-$519K

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 0002085853-26-000561, largest first. % of portfolio is the value over $1,641,004,918, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316,385 shares; 2024Q4: 7,382,295 shares; 2025Q1: 6,691,927 shares; 2025Q2: not loaded; 2025Q3: 7,605,462 shares; 2025Q4: 13,253,011 shares; 2026Q1: 13,364,540 shares 13,364,540$519M31.65%+111,529Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,854 shares; 2024Q4: 622,754 shares; 2025Q1: 720,999 shares; 2025Q2: not loaded; 2025Q3: 777,144 shares; 2025Q4: 4,481,545 shares; 2026Q1: 4,466,470 shares 4,466,470$159M9.67%-15,075Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,634 shares; 2024Q4: 270,044 shares; 2025Q1: 269,270 shares; 2025Q2: not loaded; 2025Q3: 323,485 shares; 2025Q4: 883,168 shares; 2026Q1: 938,411 shares 938,411$93.2M5.68%+55,243Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,592 shares; 2024Q4: 331,836 shares; 2025Q1: 348,782 shares; 2025Q2: not loaded; 2025Q3: 421,458 shares; 2025Q4: 2,300,755 shares; 2026Q1: 2,314,462 shares 2,314,462$80M4.87%+13,707Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005,214 shares; 2024Q4: 1,982,489 shares; 2025Q1: 1,766,764 shares; 2025Q2: not loaded; 2025Q3: 2,016,614 shares; 2025Q4: 2,162,647 shares; 2026Q1: 2,143,587 shares 2,143,587$72.8M4.44%-19,060Timeline
DUHPDIMENSIONAL 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 loaded; 2025Q3: not reported; 2025Q4: 1,109,388 shares; 2026Q1: 1,145,612 shares 1,145,612$42.1M2.57%+36,224Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 9,869 shares; 2025Q1: 9,556 shares; 2025Q2: not loaded; 2025Q3: 14,466 shares; 2025Q4: 521,482 shares; 2026Q1: 515,346 shares 515,346$36.5M2.23%-6,136Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,388 shares; 2024Q4: 24,933 shares; 2025Q1: 25,111 shares; 2025Q2: not loaded; 2025Q3: 36,924 shares; 2025Q4: 256,891 shares; 2026Q1: 290,328 shares 290,328$23M1.4%+33,437Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,742 shares; 2024Q4: 98,195 shares; 2025Q1: 101,891 shares; 2025Q2: not loaded; 2025Q3: 172,435 shares; 2025Q4: 194,101 shares; 2026Q1: 192,256 shares 192,256$21.4M1.3%-1,845Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,791 shares; 2024Q4: 60,363 shares; 2025Q1: 68,470 shares; 2025Q2: not loaded; 2025Q3: 77,644 shares; 2025Q4: 261,126 shares; 2026Q1: 283,302 shares 283,302$20.9M1.27%+22,176Timeline
IWVISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 54,247 shares; 2026Q1: 53,723 shares 53,723$19.9M1.21%-524Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 7,474 shares; 2025Q1: 7,600 shares; 2025Q2: not loaded; 2025Q3: 19,236 shares; 2025Q4: 194,428 shares; 2026Q1: 220,313 shares 220,313$18.2M1.11%+25,885Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,043 shares; 2024Q4: 36,171 shares; 2025Q1: 34,629 shares; 2025Q2: not loaded; 2025Q3: 34,205 shares; 2025Q4: 59,774 shares; 2026Q1: 62,064 shares 62,064$15.8M0.96%+2,290Timeline
AVGEAMERICAN CENTY 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 loaded; 2025Q3: not reported; 2025Q4: 174,276 shares; 2026Q1: 174,176 shares 174,176$15.3M0.93%-100Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,411 shares; 2024Q4: 20,599 shares; 2025Q1: 26,903 shares; 2025Q2: not loaded; 2025Q3: 36,008 shares; 2025Q4: 268,293 shares; 2026Q1: 304,674 shares 304,674$14.6M0.89%+36,381Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,825 shares; 2024Q4: 21,658 shares; 2025Q1: 20,678 shares; 2025Q2: not loaded; 2025Q3: 18,985 shares; 2025Q4: 42,182 shares; 2026Q1: 44,422 shares 44,422$14.3M0.87%+2,240Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,478 shares; 2025Q1: 4,456 shares; 2025Q2: not loaded; 2025Q3: 4,228 shares; 2025Q4: 236,859 shares; 2026Q1: 248,283 shares 248,283$13.4M0.82%+11,424Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: not loaded; 2025Q3: 4,165 shares; 2025Q4: 147,189 shares; 2026Q1: 162,731 shares 162,731$12M0.73%+15,542Timeline
IEFAISHARES 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 loaded; 2025Q3: 6,221 shares; 2025Q4: 114,419 shares; 2026Q1: 114,080 shares 114,080$10.3M0.63%-339Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 31,511 shares; 2025Q2: not loaded; 2025Q3: 31,511 shares; 2025Q4: 203,801 shares; 2026Q1: 199,911 shares 199,911$9.69M0.59%-3,890Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 5,964 shares; 2025Q1: 6,697 shares; 2025Q2: not loaded; 2025Q3: 7,031 shares; 2025Q4: 24,368 shares; 2026Q1: 24,530 shares 24,530$9.08M0.55%+162Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,413 shares; 2024Q4: 204,413 shares; 2025Q1: 113,563 shares; 2025Q2: not loaded; 2025Q3: 204,413 shares; 2025Q4: 211,590 shares; 2026Q1: 212,964 shares 212,964$9.03M0.55%+1,374Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 16,391 shares; 2025Q1: 18,617 shares; 2025Q2: not loaded; 2025Q3: 28,985 shares; 2025Q4: 77,553 shares; 2026Q1: 81,651 shares 81,651$9.02M0.55%+4,098Timeline
VTHRVANGUARD SCOTTSDALE 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 loaded; 2025Q3: not reported; 2025Q4: 30,543 shares; 2026Q1: 29,644 shares 29,644$8.52M0.52%-899Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 5,912 shares; 2025Q1: 3,641 shares; 2025Q2: not loaded; 2025Q3: 5,247 shares; 2025Q4: 43,872 shares; 2026Q1: 46,045 shares 46,045$8.03M0.49%+2,173Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,699 shares; 2025Q1: 5,651 shares; 2025Q2: not loaded; 2025Q3: 5,651 shares; 2025Q4: 17,394 shares; 2026Q1: 17,068 shares 17,068$7.28M0.44%-326Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,858 shares; 2025Q1: 3,858 shares; 2025Q2: not loaded; 2025Q3: 11,264 shares; 2025Q4: 78,353 shares; 2026Q1: 78,756 shares 78,756$6.68M0.41%+403Timeline
LIFLIFE360 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 loaded; 2025Q3: not reported; 2025Q4: 338,637 shares; 2026Q1: 163,582 shares 163,582$6.68M0.41%-175,055Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: not loaded; 2025Q3: 12,786 shares; 2025Q4: 84,061 shares; 2026Q1: 82,310 shares 82,310$6.63M0.4%-1,751Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,870 shares; 2025Q1: 51,971 shares; 2025Q2: not loaded; 2025Q3: 61,946 shares; 2025Q4: 221,688 shares; 2026Q1: 244,696 shares 244,696$6.51M0.4%+23,008Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 36,411 shares; 2025Q1: 38,055 shares; 2025Q2: not loaded; 2025Q3: 31,040 shares; 2025Q4: 58,767 shares; 2026Q1: 64,477 shares 64,477$6.49M0.4%+5,710Timeline
VBILVANGUARD INSTL INDEX 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 loaded; 2025Q3: 3,893 shares; 2025Q4: 48,625 shares; 2026Q1: 84,871 shares 84,871$6.42M0.39%+36,246Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,416 shares; 2024Q4: 133,416 shares; 2025Q1: 74,120 shares; 2025Q2: not loaded; 2025Q3: 133,416 shares; 2025Q4: 149,790 shares; 2026Q1: 150,393 shares 150,393$6.37M0.39%+603Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 7,384 shares; 2025Q1: 4,757 shares; 2025Q2: not loaded; 2025Q3: 4,659 shares; 2025Q4: 29,997 shares; 2026Q1: 28,971 shares 28,971$6.03M0.37%-1,026Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 7,514 shares; 2025Q1: 11,625 shares; 2025Q2: not loaded; 2025Q3: 16,821 shares; 2025Q4: 60,695 shares; 2026Q1: 59,457 shares 59,457$5.94M0.36%-1,238Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 21,159 shares; 2025Q1: 21,634 shares; 2025Q2: not loaded; 2025Q3: 22,902 shares; 2025Q4: 70,454 shares; 2026Q1: 71,652 shares 71,652$5.92M0.36%+1,198Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 8,549 shares; 2025Q1: 8,549 shares; 2025Q2: not loaded; 2025Q3: 8,549 shares; 2025Q4: 92,673 shares; 2026Q1: 91,887 shares 91,887$5.74M0.35%-786Timeline
TILTFLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 24,809 shares; 2026Q1: 23,713 shares 23,713$5.72M0.35%-1,096Timeline
IEMGISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 82,810 shares; 2026Q1: 81,616 shares 81,616$5.69M0.35%-1,194Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,027 shares; 2025Q1: 2,724 shares; 2025Q2: not loaded; 2025Q3: 2,933 shares; 2025Q4: 19,447 shares; 2026Q1: 19,343 shares 19,343$5.56M0.34%-104Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,338 shares; 2024Q4: 29,911 shares; 2025Q1: 29,911 shares; 2025Q2: not loaded; 2025Q3: 28,911 shares; 2025Q4: 188,081 shares; 2026Q1: 204,167 shares 204,167$5.43M0.33%+16,086Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,250 shares; 2024Q4: 15,723 shares; 2025Q1: 13,097 shares; 2025Q2: not loaded; 2025Q3: 18,993 shares; 2025Q4: 48,602 shares; 2026Q1: 50,299 shares 50,299$5.34M0.33%+1,697Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,523 shares; 2024Q4: 25,710 shares; 2025Q1: 31,106 shares; 2025Q2: not loaded; 2025Q3: 31,106 shares; 2025Q4: 98,040 shares; 2026Q1: 104,806 shares 104,806$5.24M0.32%+6,766Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly 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 loaded; 2025Q3: 335 shares; 2025Q4: 8,027 shares; 2026Q1: 8,003 shares 8,003$5.2M0.32%-24Timeline
EAGL2023 ETF 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 loaded; 2025Q3: not reported; 2025Q4: 351,668 shares; 2026Q1: 169,884 shares 169,884$5.17M0.31%-181,784Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,208 shares; 2024Q4: 18,363 shares; 2025Q1: 18,941 shares; 2025Q2: not loaded; 2025Q3: 19,103 shares; 2025Q4: 75,242 shares; 2026Q1: 78,157 shares 78,157$4.69M0.29%+2,915Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,145 shares; 2024Q4: 27,677 shares; 2025Q1: 31,591 shares; 2025Q2: not loaded; 2025Q3: 31,638 shares; 2025Q4: 57,374 shares; 2026Q1: 55,495 shares 55,495$4.47M0.27%-1,879Timeline
VEAVANGUARD TAX-MANAGED 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 loaded; 2025Q3: 6,746 shares; 2025Q4: 70,717 shares; 2026Q1: 69,313 shares 69,313$4.44M0.27%-1,404Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 14,607 shares; 2025Q1: 14,607 shares; 2025Q2: not loaded; 2025Q3: 19,405 shares; 2025Q4: 40,866 shares; 2026Q1: 41,625 shares 41,625$4.43M0.27%+759Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 7,486 shares; 2025Q1: 8,452 shares; 2025Q2: not loaded; 2025Q3: 9,073 shares; 2025Q4: 64,315 shares; 2026Q1: 87,741 shares 87,741$4.37M0.27%+23,426Timeline
DFCFDIMENSIONAL 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 loaded; 2025Q3: not reported; 2025Q4: 91,670 shares; 2026Q1: 101,803 shares 101,803$4.3M0.26%+10,133Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 5,937 shares; 2025Q1: 4,899 shares; 2025Q2: not loaded; 2025Q3: 5,861 shares; 2025Q4: 19,859 shares; 2026Q1: 19,914 shares 19,914$4.28M0.26%+55Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 5,064 shares; 2025Q1: 6,346 shares; 2025Q2: not loaded; 2025Q3: 3,564 shares; 2025Q4: 39,271 shares; 2026Q1: 40,585 shares 40,585$4.2M0.26%+1,314Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 9,930 shares; 2025Q2: not loaded; 2025Q3: 9,930 shares; 2025Q4: 64,974 shares; 2026Q1: 70,377 shares 70,377$4.19M0.26%+5,403Timeline
VOOVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 7,428 shares; 2026Q1: 6,856 shares 6,856$4.1M0.25%-572Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,478 shares; 2024Q4: 15,846 shares; 2025Q1: 17,355 shares; 2025Q2: not loaded; 2025Q3: 16,923 shares; 2025Q4: 37,682 shares; 2026Q1: 37,060 shares 37,060$4.09M0.25%-622Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,061 shares; 2025Q1: 3,869 shares; 2025Q2: not loaded; 2025Q3: 3,954 shares; 2025Q4: 8,087 shares; 2026Q1: 8,472 shares 8,472$4.06M0.25%+385Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 38,775 shares; 2026Q1: 45,229 shares 45,229$4.01M0.24%+6,454Timeline
GOOGALPHABET 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 loaded; 2025Q3: not reported; 2025Q4: 12,504 shares; 2026Q1: 13,561 shares 13,561$3.89M0.24%+1,057Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11,179 shares; 2025Q1: 11,179 shares; 2025Q2: not loaded; 2025Q3: 11,859 shares; 2025Q4: 57,226 shares; 2026Q1: 53,863 shares 53,863$3.83M0.23%-3,363Timeline
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 loaded; 2025Q3: not reported; 2025Q4: 25,084 shares; 2026Q1: 26,687 shares 26,687$3.69M0.22%+1,603Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 4,175 shares; 2025Q2: not loaded; 2025Q3: 2,346 shares; 2025Q4: 30,709 shares; 2026Q1: 32,410 shares 32,410$3.58M0.22%+1,701Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,681 shares; 2024Q4: 18,722 shares; 2025Q1: 18,722 shares; 2025Q2: not loaded; 2025Q3: 21,532 shares; 2025Q4: 41,518 shares; 2026Q1: 40,941 shares 40,941$3.42M0.21%-577Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,342 shares; 2025Q2: not loaded; 2025Q3: 1,459 shares; 2025Q4: 10,845 shares; 2026Q1: 11,444 shares 11,444$3.37M0.21%+599Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,134 shares; 2024Q4: 37,819 shares; 2025Q1: 46,134 shares; 2025Q2: not loaded; 2025Q3: 46,134 shares; 2025Q4: 131,407 shares; 2026Q1: 131,418 shares 131,418$3.31M0.2%+11Timeline
AVSUAMERICAN CENTY 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 loaded; 2025Q3: not reported; 2025Q4: 42,183 shares; 2026Q1: 43,195 shares 43,195$3.19M0.19%+1,012Timeline
VWOBVANGUARD WHITEHALL 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 loaded; 2025Q3: not reported; 2025Q4: 44,535 shares; 2026Q1: 47,986 shares 47,986$3.15M0.19%+3,451Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: not loaded; 2025Q3: 900 shares; 2025Q4: 6,890 shares; 2026Q1: 6,875 shares 6,875$3M0.18%-15Timeline
METAMETA PLATFORMS 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 loaded; 2025Q3: 295 shares; 2025Q4: 5,006 shares; 2026Q1: 5,215 shares 5,215$2.98M0.18%+209Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,240 shares; 2025Q1: 1,490 shares; 2025Q2: not loaded; 2025Q3: 500 shares; 2025Q4: 3,041 shares; 2026Q1: 3,107 shares 3,107$2.86M0.17%+66Timeline
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: not loaded; 2025Q3: not reported; 2025Q4: 7,693 shares; 2026Q1: 8,369 shares 8,369$2.83M0.17%+676Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,053 shares; 2024Q4: 26,407 shares; 2025Q1: 26,407 shares; 2025Q2: not loaded; 2025Q3: 39,075 shares; 2025Q4: 71,001 shares; 2026Q1: 71,801 shares 71,801$2.8M0.17%+800Timeline
GEWEA 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 loaded; 2025Q3: not reported; 2025Q4: 53,121 shares; 2026Q1: 53,121 shares 53,121$2.68M0.16%0Timeline
BSVVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 33,444 shares; 2026Q1: 33,830 shares 33,830$2.65M0.16%+386Timeline
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 loaded; 2025Q3: not reported; 2025Q4: 46,545 shares; 2026Q1: 47,131 shares 47,131$2.55M0.16%+586Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,677 shares; 2024Q4: 20,677 shares; 2025Q1: 27,611 shares; 2025Q2: not loaded; 2025Q3: 30,837 shares; 2025Q4: 45,314 shares; 2026Q1: 45,626 shares 45,626$2.41M0.15%+312Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 736 shares; 2025Q2: not loaded; 2025Q3: 776 shares; 2025Q4: 2,318 shares; 2026Q1: 2,388 shares 2,388$2.38M0.15%+70Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: not loaded; 2025Q3: 6,000 shares; 2025Q4: 6,120 shares; 2026Q1: 6,722 shares 6,722$2.37M0.14%+602Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,306 shares; 2025Q1: 2,241 shares; 2025Q2: not loaded; 2025Q3: 2,241 shares; 2025Q4: 3,645 shares; 2026Q1: 3,541 shares 3,541$2.31M0.14%-104Timeline
AVSDAMERICAN CENTY 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 loaded; 2025Q3: not reported; 2025Q4: 31,878 shares; 2026Q1: 30,875 shares 30,875$2.27M0.14%-1,003Timeline
VTIPVANGUARD MALVERN 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 loaded; 2025Q3: not reported; 2025Q4: 36,139 shares; 2026Q1: 45,018 shares 45,018$2.25M0.14%+8,879Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 4,955 shares; 2025Q1: 4,955 shares; 2025Q2: not loaded; 2025Q3: 4,955 shares; 2025Q4: 34,090 shares; 2026Q1: 33,296 shares 33,296$2.25M0.14%-794Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,817 shares; 2024Q4: 10,157 shares; 2025Q1: 9,035 shares; 2025Q2: not loaded; 2025Q3: 15,026 shares; 2025Q4: 45,115 shares; 2026Q1: 47,276 shares 47,276$2.13M0.13%+2,161Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: not loaded; 2025Q3: 1,984 shares; 2025Q4: 6,761 shares; 2026Q1: 6,761 shares 6,761$2.02M0.12%0Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,664 shares; 2025Q1: 6,526 shares; 2025Q2: not loaded; 2025Q3: 6,526 shares; 2025Q4: 42,005 shares; 2026Q1: 45,193 shares 45,193$2.01M0.12%+3,188Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,225 shares; 2025Q4: 9,423 shares; 2026Q1: 9,245 shares 9,245$2.01M0.12%-178Timeline
DFSVDIMENSIONAL 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 loaded; 2025Q3: 16,491 shares; 2025Q4: 51,373 shares; 2026Q1: 55,876 shares 55,876$1.96M0.12%+4,503Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: not loaded; 2025Q3: 1,386 shares; 2025Q4: 10,785 shares; 2026Q1: 9,789 shares 9,789$1.92M0.12%-996Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,743 shares; 2025Q1: 3,085 shares; 2025Q2: not loaded; 2025Q3: 3,030 shares; 2025Q4: 5,732 shares; 2026Q1: 6,008 shares 6,008$1.86M0.11%+276Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,353 shares; 2026Q1: 7,578 shares 7,578$1.85M0.11%+225Timeline
AMLPALPS 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 loaded; 2025Q3: not reported; 2025Q4: 34,489 shares; 2026Q1: 33,939 shares 33,939$1.79M0.11%-550Timeline
GEGE AEROSPACEQuarterly 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 loaded; 2025Q3: 773 shares; 2025Q4: 6,194 shares; 2026Q1: 6,230 shares 6,230$1.77M0.11%+36Timeline
SOXXISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 5,296 shares; 2026Q1: 5,296 shares 5,296$1.74M0.11%0Timeline
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: not loaded; 2025Q3: not reported; 2025Q4: 4,800 shares; 2026Q1: 4,772 shares 4,772$1.7M0.1%-28Timeline
GEVGE VERNOVA 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 loaded; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 1,900 shares 1,900$1.66M0.1%+13Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 630 shares; 2025Q4: 4,246 shares; 2026Q1: 4,406 shares 4,406$1.64M0.1%+160Timeline
VMBSVANGUARD SCOTTSDALE 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 loaded; 2025Q3: not reported; 2025Q4: 23,801 shares; 2026Q1: 33,932 shares 33,932$1.59M0.1%+10,131Timeline
XOMEXXON MOBIL 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 loaded; 2025Q3: not reported; 2025Q4: 8,438 shares; 2026Q1: 9,073 shares 9,073$1.54M0.09%+635Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: not loaded; 2025Q3: 3,789 shares; 2025Q4: 12,475 shares; 2026Q1: 12,735 shares 12,735$1.51M0.09%+260Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: not loaded; 2025Q3: 2,040 shares; 2025Q4: 6,942 shares; 2026Q1: 7,002 shares 7,002$1.5M0.09%+60Timeline
GSGOLDMAN SACHS 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 loaded; 2025Q3: not reported; 2025Q4: 1,683 shares; 2026Q1: 1,739 shares 1,739$1.47M0.09%+56Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,332 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 20,493 shares; 2026Q1: 29,150 shares 29,150$1.45M0.09%+8,657Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not loaded; 2025Q3: 3,000 shares; 2025Q4: 10,782 shares; 2026Q1: 11,465 shares 11,465$1.42M0.09%+683Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 12,767 shares; 2025Q1: 12,767 shares; 2025Q2: not loaded; 2025Q3: 12,767 shares; 2025Q4: 30,441 shares; 2026Q1: 34,474 shares 34,474$1.42M0.09%+4,033Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,426 shares; 2024Q4: 15,426 shares; 2025Q1: 15,426 shares; 2025Q2: not loaded; 2025Q3: 15,426 shares; 2025Q4: 15,446 shares; 2026Q1: 15,441 shares 15,441$1.39M0.08%-5Timeline
IVWISHARES 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 loaded; 2025Q3: 1,680 shares; 2025Q4: 12,044 shares; 2026Q1: 12,044 shares 12,044$1.36M0.08%0Timeline
IYWISHARES 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 loaded; 2025Q3: 1,801 shares; 2025Q4: 6,890 shares; 2026Q1: 7,358 shares 7,358$1.33M0.08%+468Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 3,677 shares; 2025Q2: not loaded; 2025Q3: 2,511 shares; 2025Q4: 6,023 shares; 2026Q1: 6,122 shares 6,122$1.33M0.08%+99Timeline
IAUISHARES 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: not loaded; 2025Q3: not reported; 2025Q4: 14,884 shares; 2026Q1: 14,884 shares 14,884$1.31M0.08%0Timeline
ILCGISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 13,565 shares; 2026Q1: 13,565 shares 13,565$1.3M0.08%0Timeline
IWNISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 6,734 shares; 2026Q1: 6,737 shares 6,737$1.28M0.08%+3Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: not loaded; 2025Q3: 7,230 shares; 2025Q4: 16,257 shares; 2026Q1: 16,583 shares 16,583$1.26M0.08%+326Timeline
SCHBSCHWAB 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 loaded; 2025Q3: not reported; 2025Q4: 48,080 shares; 2026Q1: 49,852 shares 49,852$1.25M0.08%+1,772Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 11,324 shares; 2026Q1: 12,358 shares 12,358$1.19M0.07%+1,034Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,166 shares; 2025Q1: 1,049 shares; 2025Q2: not loaded; 2025Q3: 1,166 shares; 2025Q4: 3,972 shares; 2026Q1: 3,801 shares 3,801$1.15M0.07%-171Timeline
CVXCHEVRON CORPORATIONQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 5,016 shares; 2026Q1: 5,495 shares 5,495$1.14M0.07%+479Timeline
VGSHVANGUARD SCOTTSDALE 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 loaded; 2025Q3: not reported; 2025Q4: 17,808 shares; 2026Q1: 19,097 shares 19,097$1.12M0.07%+1,289Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 4,260 shares; 2025Q1: 6,092 shares; 2025Q2: not loaded; 2025Q3: 3,968 shares; 2025Q4: 14,658 shares; 2026Q1: 16,822 shares 16,822$1.11M0.07%+2,164Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: not loaded; 2025Q3: 2,018 shares; 2025Q4: 6,259 shares; 2026Q1: 6,041 shares 6,041$1.1M0.07%-218Timeline
EEMSISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 15,789 shares; 2026Q1: 15,702 shares 15,702$1.09M0.07%-87Timeline
EWCISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 19,793 shares; 2026Q1: 19,793 shares 19,793$1.08M0.07%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 2,246 shares; 2025Q2: not loaded; 2025Q3: 3,447 shares; 2025Q4: 7,439 shares; 2026Q1: 7,299 shares 7,299$1.07M0.07%-140Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: not loaded; 2025Q3: 8,198 shares; 2025Q4: 9,130 shares; 2026Q1: 9,130 shares 9,130$1.03M0.06%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 8,662 shares; 2025Q1: 8,662 shares; 2025Q2: not loaded; 2025Q3: 8,662 shares; 2025Q4: 31,396 shares; 2026Q1: 30,178 shares 30,178$1.02M0.06%-1,218Timeline
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 loaded; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 773 shares 773$1.02M0.06%-2Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: not loaded; 2025Q3: 650 shares; 2025Q4: 3,182 shares; 2026Q1: 3,082 shares 3,082$1.01M0.06%-100Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 4,891 shares; 2026Q1: 4,104 shares 4,104$995K0.06%-787Timeline
WFCWELLS FARGO & 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: not loaded; 2025Q3: not reported; 2025Q4: 12,570 shares; 2026Q1: 12,363 shares 12,363$984K0.06%-207Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 336 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690$975K0.06%0Timeline
ICFISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 15,908 shares; 2026Q1: 15,730 shares 15,730$974K0.06%-178Timeline
EFAISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 9,899 shares; 2026Q1: 9,867 shares 9,867$958K0.06%-32Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: not loaded; 2025Q3: 1,507 shares; 2025Q4: 6,084 shares; 2026Q1: 6,554 shares 6,554$947K0.06%+470Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,195 shares; 2026Q1: 7,865 shares 7,865$946K0.06%+670Timeline
SHELSHELL PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 8,483 shares; 2026Q1: 9,813 shares 9,813$913K0.06%+1,330Timeline
VXFVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 4,008 shares; 2026Q1: 4,245 shares 4,245$874K0.05%+237Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 3,197 shares 3,197$865K0.05%-206Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,459 shares; 2025Q1: 9,687 shares; 2025Q2: not loaded; 2025Q3: 10,763 shares; 2025Q4: 22,930 shares; 2026Q1: 21,901 shares 21,901$864K0.05%-1,029Timeline
SPYVSPDR 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 loaded; 2025Q3: not reported; 2025Q4: 15,052 shares; 2026Q1: 14,988 shares 14,988$848K0.05%-64Timeline
MARMARRIOTT INTL INC NEWQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 2,420 shares; 2026Q1: 2,435 shares 2,435$796K0.05%+15Timeline
TLTEFLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 17,084 shares; 2026Q1: 11,849 shares 11,849$796K0.05%-5,235Timeline
WWDWOODWARD 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 loaded; 2025Q3: not reported; 2025Q4: 2,286 shares; 2026Q1: 2,156 shares 2,156$772K0.05%-130Timeline
AERAERCAP HOLDINGS 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 loaded; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 5,565 shares 5,565$763K0.05%-339Timeline
MBBISHARES 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 loaded; 2025Q3: 2,231 shares; 2025Q4: 7,216 shares; 2026Q1: 7,849 shares 7,849$745K0.05%+633Timeline
NVSNOVARTIS 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 loaded; 2025Q3: not reported; 2025Q4: 4,296 shares; 2026Q1: 4,733 shares 4,733$723K0.04%+437Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: not loaded; 2025Q3: 870 shares; 2025Q4: 2,326 shares; 2026Q1: 2,233 shares 2,233$721K0.04%-93Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K0.04%0Timeline
EMBISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 6,749 shares; 2026Q1: 7,642 shares 7,642$718K0.04%+893Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 2,469 shares; 2025Q2: not loaded; 2025Q3: 4,450 shares; 2025Q4: 5,993 shares; 2026Q1: 5,993 shares 5,993$710K0.04%0Timeline
EAGGISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 14,674 shares; 2026Q1: 14,701 shares 14,701$699K0.04%+27Timeline
IJRISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 5,682 shares; 2026Q1: 5,609 shares 5,609$697K0.04%-73Timeline
TJXTJX COS INC NEWQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 3,944 shares; 2026Q1: 4,362 shares 4,362$697K0.04%+418Timeline
DFIPDIMENSIONAL 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 loaded; 2025Q3: not reported; 2025Q4: 16,032 shares; 2026Q1: 16,452 shares 16,452$686K0.04%+420Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,300 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4,300 shares; 2025Q4: 5,023 shares; 2026Q1: 5,038 shares 5,038$685K0.04%+15Timeline
MAMASTERCARD INCORPORATEDQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 1,355 shares 1,355$677K0.04%+57Timeline
RTXRTX CORPORATIONQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 3,508 shares 3,508$677K0.04%+277Timeline
BACBANK OF AMER 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 loaded; 2025Q3: not reported; 2025Q4: 12,788 shares; 2026Q1: 13,643 shares 13,643$665K0.04%+855Timeline
FDNFIRST 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 loaded; 2025Q3: not reported; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares 2,765$647K0.04%0Timeline
ESGUISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 4,436 shares; 2026Q1: 4,436 shares 4,436$627K0.04%0Timeline
AVSEAMERICAN CENTY 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 loaded; 2025Q3: not reported; 2025Q4: 9,449 shares; 2026Q1: 9,156 shares 9,156$610K0.04%-293Timeline
IJKISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 6,046 shares; 2026Q1: 6,046 shares 6,046$608K0.04%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,238 shares; 2025Q2: not loaded; 2025Q3: 7,238 shares; 2025Q4: 12,057 shares; 2026Q1: 20,972 shares 20,972$608K0.04%+8,915Timeline
CSCOCISCO SYS 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 loaded; 2025Q3: not reported; 2025Q4: 8,204 shares; 2026Q1: 7,715 shares 7,715$599K0.04%-489Timeline
DFARDIMENSIONAL 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 loaded; 2025Q3: not reported; 2025Q4: 16,406 shares; 2026Q1: 25,194 shares 25,194$596K0.04%+8,788Timeline
AMATAPPLIED MATLS 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 loaded; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,741 shares 1,741$595K0.04%+78Timeline
IGVISHARES 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 loaded; 2025Q3: 2,932 shares; 2025Q4: 6,255 shares; 2026Q1: 7,302 shares 7,302$585K0.04%+1,047Timeline
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 loaded; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: 3,986 shares 3,986$583K0.04%+319Timeline
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: not loaded; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 1,342 shares 1,342$577K0.04%-63Timeline
HLTHILTON WORLDWIDE HLDGS 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 loaded; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 1,897 shares 1,897$577K0.04%-121Timeline
CATCATERPILLAR 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783$555K0.03%newTimeline
VBKVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 1,755 shares; 2026Q1: 1,825 shares 1,825$552K0.03%+70Timeline
EMEEMCOR 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 loaded; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 742 shares 742$548K0.03%+6Timeline
GUNRFLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,881 shares 9,881$545K0.03%newTimeline
IGMISHARES 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 loaded; 2025Q3: 2,818 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares 4,597$545K0.03%0Timeline
DCORDIMENSIONAL 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 loaded; 2025Q3: not reported; 2025Q4: 7,419 shares; 2026Q1: 7,419 shares 7,419$535K0.03%0Timeline
VXUSVANGUARD STAR 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 loaded; 2025Q3: not reported; 2025Q4: 6,506 shares; 2026Q1: 6,870 shares 6,870$530K0.03%+364Timeline
FXEINVESCO CURRENCYSHARES EUROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: not loaded; 2025Q3: 4,468 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares 4,964$530K0.03%0Timeline
COPCONOCOPHILLIPSQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,008 shares 4,008$529K0.03%newTimeline
SNDKSANDISK 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares 799$508K0.03%newTimeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,725 shares; 2024Q4: 66,725 shares; 2025Q1: 66,725 shares; 2025Q2: not loaded; 2025Q3: 66,725 shares; 2025Q4: 71,725 shares; 2026Q1: 71,725 shares 71,725$504K0.03%0Timeline
SSOPROSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 10,126 shares; 2026Q1: 9,440 shares 9,440$490K0.03%-686Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: not loaded; 2025Q3: 1,918 shares; 2025Q4: 2,442 shares; 2026Q1: 2,445 shares 2,445$479K0.03%+3Timeline
VZVERIZON COMMUNICATIONS 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 loaded; 2025Q3: not reported; 2025Q4: 8,410 shares; 2026Q1: 9,493 shares 9,493$477K0.03%+1,083Timeline
SANBANCO SANTANDER SAQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 39,258 shares; 2026Q1: 42,221 shares 42,221$476K0.03%+2,963Timeline
QCOMQUALCOMM 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 loaded; 2025Q3: not reported; 2025Q4: 3,975 shares; 2026Q1: 3,669 shares 3,669$472K0.03%-306Timeline
TFCTRUIST 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 loaded; 2025Q3: not reported; 2025Q4: 10,769 shares; 2026Q1: 10,046 shares 10,046$462K0.03%-723Timeline
SCHDSCHWAB 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,758 shares 14,758$453K0.03%newTimeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,075 shares 15,075$452K0.03%newTimeline
GILDGILEAD SCIENCES 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 loaded; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 3,215 shares 3,215$448K0.03%-563Timeline
MCDMCDONALDS 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 loaded; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: 1,409 shares 1,409$438K0.03%+74Timeline
IYZISHARES 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 loaded; 2025Q3: 10,861 shares; 2025Q4: 10,861 shares; 2026Q1: 10,861 shares 10,861$427K0.03%0Timeline
MGKVANGUARD WORLD 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 loaded; 2025Q3: not reported; 2025Q4: 1,739 shares; 2026Q1: 1,154 shares 1,154$424K0.03%-585Timeline
WFWOORI FINL 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 loaded; 2025Q3: not reported; 2025Q4: 6,202 shares; 2026Q1: 6,356 shares 6,356$423K0.03%+154Timeline
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: not loaded; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 1,368 shares 1,368$414K0.03%-33Timeline
LITELUMENTUM HLDGS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584 shares 584$410K0.03%newTimeline
HSBCHSBC HLDGS PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 4,634 shares; 2026Q1: 4,944 shares 4,944$408K0.02%+310Timeline
ASXASE TECHNOLOGY HLDG CO 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 loaded; 2025Q3: not reported; 2025Q4: 18,021 shares; 2026Q1: 18,637 shares 18,637$404K0.02%+616Timeline
CIENCIENA 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 loaded; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,037 shares 1,037$403K0.02%-74Timeline
MSMORGAN STANLEYQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,411 shares 2,411$397K0.02%+91Timeline
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 loaded; 2025Q3: 895 shares; 2025Q4: 1,475 shares; 2026Q1: 1,514 shares 1,514$397K0.02%+39Timeline
SPSMSPDR 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,009 shares 8,009$387K0.02%newTimeline
VGTVANGUARD WORLD 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 loaded; 2025Q3: 476 shares; 2025Q4: 516 shares; 2026Q1: 547 shares 547$382K0.02%+31Timeline
FIXCOMFORT SYS USA 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 loaded; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 275 shares 275$379K0.02%-24Timeline
RDYDR REDDYS LABS 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 loaded; 2025Q3: not reported; 2025Q4: 22,050 shares; 2026Q1: 27,280 shares 27,280$378K0.02%+5,230Timeline
EEMISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 6,641 shares; 2026Q1: 6,597 shares 6,597$375K0.02%-44Timeline
LRCXLAM RESEARCH 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 loaded; 2025Q3: not reported; 2025Q4: 1,738 shares; 2026Q1: 1,735 shares 1,735$371K0.02%-3Timeline
FASTFASTENAL 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: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,961 shares 7,961$369K0.02%newTimeline
MUMICRON TECHNOLOGY 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 loaded; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,084 shares 1,084$366K0.02%+183Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: not loaded; 2025Q3: 848 shares; 2025Q4: 865 shares; 2026Q1: 873 shares 873$364K0.02%+8Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: not loaded; 2025Q3: 873 shares; 2025Q4: 2,630 shares; 2026Q1: 1,265 shares 1,265$363K0.02%-1,365Timeline
AMDADVANCED MICRO DEVICES 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 loaded; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 1,781 shares 1,781$362K0.02%-104Timeline
VOTVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares 1,391$358K0.02%0Timeline
MSIMOTOROLA SOLUTIONS 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 loaded; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 819 shares 819$355K0.02%+26Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,495 shares; 2026Q1: 3,758 shares 3,758$353K0.02%+263Timeline
VOEVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 1,897 shares 1,897$350K0.02%-121Timeline
SMFGSUMITOMO MITSUI FIN GRP 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 loaded; 2025Q3: not reported; 2025Q4: 15,685 shares; 2026Q1: 17,127 shares 17,127$338K0.02%+1,442Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 4,691 shares; 2026Q1: 5,510 shares 5,510$338K0.02%+819Timeline
SDYSPDR 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 loaded; 2025Q3: not reported; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310$337K0.02%0Timeline
ACNBACNB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,022 shares; 2025Q1: 7,022 shares; 2025Q2: not loaded; 2025Q3: 7,022 shares; 2025Q4: 7,022 shares; 2026Q1: 7,022 shares 7,022$336K0.02%0Timeline
IBNICICI BK 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 loaded; 2025Q3: not reported; 2025Q4: 12,809 shares; 2026Q1: 12,887 shares 12,887$334K0.02%+78Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700$331K0.02%0Timeline
KBKB FINL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,317 shares 3,317$331K0.02%newTimeline
MCKMCKESSON 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 loaded; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 377 shares 377$326K0.02%-4Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,662 shares; 2024Q4: 16,662 shares; 2025Q1: 16,662 shares; 2025Q2: not loaded; 2025Q3: 16,662 shares; 2025Q4: 11,662 shares; 2026Q1: 11,662 shares 11,662$326K0.02%0Timeline
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 loaded; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,971 shares 1,971$326K0.02%+384Timeline
IUSVISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares 3,173$324K0.02%0Timeline
VSSVANGUARD 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 loaded; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: 2,179 shares 2,179$318K0.02%+148Timeline
LINLINDE PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639$317K0.02%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares 1,582$307K0.02%newTimeline
SKMSK TELECOM CO 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,434 shares 10,434$306K0.02%newTimeline
LMTLOCKHEED MARTIN 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503 shares 503$304K0.02%newTimeline
LYGLLOYDS BANKING GROUP PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 58,039 shares; 2026Q1: 59,146 shares 59,146$298K0.02%+1,107Timeline
IDUISHARES 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 loaded; 2025Q3: 2,923 shares; 2025Q4: 2,587 shares; 2026Q1: 2,549 shares 2,549$296K0.02%-38Timeline
COHRCOHERENT 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares 1,239$295K0.02%newTimeline
BABAALIBABA 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 loaded; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 2,330 shares 2,330$292K0.02%-53Timeline
AEMAGNICO EAGLE MINES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,433 shares 1,433$291K0.02%newTimeline
TLTDFLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 3,625 shares; 2026Q1: 3,059 shares 3,059$287K0.02%-566Timeline
AMPAMERIPRISE FINL 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 loaded; 2025Q3: not reported; 2025Q4: 621 shares; 2026Q1: 646 shares 646$287K0.02%+25Timeline
XSWSPDR 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,010 shares 2,010$286K0.02%newTimeline
BTIBRITISH AMERN TOB PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,891 shares 4,891$286K0.02%newTimeline
UBSUBS 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 loaded; 2025Q3: not reported; 2025Q4: 6,496 shares; 2026Q1: 7,316 shares 7,316$286K0.02%+820Timeline
IJJISHARES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares 2,145$284K0.02%newTimeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,697 shares; 2026Q1: 10,877 shares 10,877$283K0.02%+180Timeline
MFGMIZUHO FINANCIAL 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 loaded; 2025Q3: not reported; 2025Q4: 34,112 shares; 2026Q1: 35,402 shares 35,402$281K0.02%+1,290Timeline
SCZISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,536 shares 3,536$277K0.02%-314Timeline
AZNASTRAZENECA PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares 1,382$273K0.02%newTimeline
CGWINVESCO EXCH TRADED FD TR 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: not loaded; 2025Q3: not reported; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares 4,234$271K0.02%0Timeline
BCSBARCLAYS PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 11,979 shares; 2026Q1: 12,737 shares 12,737$270K0.02%+758Timeline
PGRPROGRESSIVE 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 loaded; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 1,357 shares 1,357$269K0.02%+227Timeline
INDAISHARES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,739 shares 5,739$269K0.02%newTimeline
CHTCHUNGHWA TELECOM CO 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,355 shares 6,355$268K0.02%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not loaded; 2025Q3: 430 shares; 2025Q4: 535 shares; 2026Q1: 630 shares 630$268K0.02%+95Timeline
PNCPNC FINL SVCS 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 loaded; 2025Q3: not reported; 2025Q4: 1,272 shares; 2026Q1: 1,288 shares 1,288$268K0.02%+16Timeline
TMOTHERMO FISHER SCIENTIFIC 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 loaded; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 543 shares 543$267K0.02%+35Timeline
VYMVANGUARD WHITEHALL 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 loaded; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,802 shares 1,802$267K0.02%0Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,661 shares; 2025Q2: not loaded; 2025Q3: 4,661 shares; 2025Q4: 4,859 shares; 2026Q1: 5,157 shares 5,157$267K0.02%+298Timeline
URIUNITED RENTALS 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 loaded; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 365 shares 365$266K0.02%+12Timeline
IWOISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 847 shares 847$266K0.02%-77Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,641 shares; 2025Q1: 6,641 shares; 2025Q2: not loaded; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares; 2026Q1: 6,132 shares 6,132$265K0.02%0Timeline
WDCWESTERN DIGITAL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975$264K0.02%newTimeline
VONVVANGUARD SCOTTSDALE 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 loaded; 2025Q3: not reported; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares 2,791$262K0.02%0Timeline
IBDRISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 10,758 shares; 2026Q1: 10,758 shares 10,758$261K0.02%0Timeline
PFEPFIZER 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,274 shares 9,274$260K0.02%newTimeline
PPLPPL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,797 shares 6,797$260K0.02%newTimeline
CTASCINTAS 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 loaded; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,529 shares 1,529$259K0.02%+104Timeline
UNPUNION PAC 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,058 shares 1,058$257K0.02%newTimeline
CBRECBRE 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 loaded; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,879 shares 1,879$255K0.02%+77Timeline
CASYCASEYS GEN STORES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares 348$253K0.02%newTimeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,302 shares; 2025Q4: 3,511 shares; 2026Q1: 3,511 shares 3,511$252K0.02%0Timeline
IBDSISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 10,316 shares; 2026Q1: 10,316 shares 10,316$250K0.02%0Timeline
HDBHDFC BANK 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 loaded; 2025Q3: not reported; 2025Q4: 12,158 shares; 2026Q1: 10,004 shares 10,004$249K0.02%-2,154Timeline
XOPSPDR 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,367 shares 1,367$249K0.02%newTimeline
ISHGISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 3,339 shares; 2026Q1: 3,339 shares 3,339$248K0.02%0Timeline
ROSTROSS STORES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares 1,138$247K0.02%newTimeline
UMCUNITED MICROELECTRONICS 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 loaded; 2025Q3: not reported; 2025Q4: 26,013 shares; 2026Q1: 27,256 shares 27,256$245K0.01%+1,243Timeline
BNSBANK NOVA SCOTIA B CQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 3,551 shares; 2026Q1: 3,503 shares 3,503$243K0.01%-48Timeline
WITWIPRO 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 loaded; 2025Q3: not reported; 2025Q4: 90,099 shares; 2026Q1: 114,392 shares 114,392$243K0.01%+24,293Timeline
JIREJ P MORGAN EXCHANGE TRADED 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,193 shares 3,193$242K0.01%newTimeline
TRGPTARGA RES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares 961$241K0.01%newTimeline
KLACKLA 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163$240K0.01%newTimeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,966 shares 2,966$240K0.01%newTimeline
MFCMANULIFE 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,923 shares 6,923$238K0.01%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares 399$237K0.01%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares 995$235K0.01%newTimeline
AMEAMETEK 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares 1,093$234K0.01%newTimeline
EMXCISHARES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970$234K0.01%newTimeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 10,325 shares; 2026Q1: 10,714 shares 10,714$232K0.01%+389Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,147 shares; 2026Q1: 1,220 shares 1,220$231K0.01%-927Timeline
XLKSELECT SECTOR SPDR 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 loaded; 2025Q3: not reported; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares 1,737$231K0.01%0Timeline
EVREVERCORE 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 loaded; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 770 shares 770$230K0.01%-53Timeline
CEGCONSTELLATION ENERGY 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 loaded; 2025Q3: not reported; 2025Q4: 862 shares; 2026Q1: 820 shares 820$229K0.01%-42Timeline
BNYBANK OF NY MELLON 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares 1,913$227K0.01%newTimeline
TMTOYOTA MOTOR 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares 1,095$226K0.01%newTimeline
LPLLG DISPLAY CO 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 loaded; 2025Q3: not reported; 2025Q4: 43,693 shares; 2026Q1: 57,927 shares 57,927$225K0.01%+14,234Timeline
IYJISHARES 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 loaded; 2025Q3: not reported; 2025Q4: 1,918 shares; 2026Q1: 1,490 shares 1,490$220K0.01%-428Timeline
CMCANADIAN IMPERIAL BANK OF 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: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,316 shares 2,316$219K0.01%newTimeline
VFHVANGUARD WORLD 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790$216K0.01%newTimeline
TTETOTALENERGIES SEQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,333 shares 2,333$212K0.01%newTimeline
RYROYAL BK CDAQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,309 shares 1,309$212K0.01%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,021 shares; 2026Q1: 1,065 shares 1,065$211K0.01%-956Timeline
PKXPOSCO HOLDINGS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,550 shares 3,550$208K0.01%newTimeline
KEPKOREA ELEC PWR 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 loaded; 2025Q3: not reported; 2025Q4: 13,597 shares; 2026Q1: 14,346 shares 14,346$204K0.01%+749Timeline
DVYISHARES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares 1,350$204K0.01%newTimeline
INFYINFOSYS 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 loaded; 2025Q3: not reported; 2025Q4: 18,249 shares; 2026Q1: 11,587 shares 11,587$157K0.01%-6,662Timeline
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 13,506 shares; 2026Q1: 13,052 shares 13,052$156K0.01%-454Timeline
NOKNOKIA 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 loaded; 2025Q3: not reported; 2025Q4: 15,871 shares; 2026Q1: 16,980 shares 16,980$137K0.01%+1,109Timeline
NMRNOMURA HLDGS 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 loaded; 2025Q3: not reported; 2025Q4: 14,839 shares; 2026Q1: 15,721 shares 15,721$124K0.01%+882Timeline
HLNHALEON PLCQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,748 shares 11,748$118K0.01%newTimeline
PMLPIMCO MUN INCOME FD 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: not loaded; 2025Q3: not reported; 2025Q4: 13,589 shares; 2026Q1: 13,589 shares 13,589$103K0.01%0Timeline
NBNIOCORP DEVS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: not loaded; 2025Q3: 11,900 shares; 2025Q4: 21,852 shares; 2026Q1: 21,852 shares 21,852$97.5K0.01%0Timeline
ENICENEL CHILE SAQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 19,345 shares; 2026Q1: 22,501 shares 22,501$88.7K0.01%+3,156Timeline
UGPULTRAPAR PARTICIPACOES SAQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 15,548 shares; 2026Q1: 15,284 shares 15,284$84.2K0.01%-264Timeline
CFFNCAPITOL FED FINL 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 loaded; 2025Q3: not reported; 2025Q4: 11,431 shares; 2026Q1: 11,488 shares 11,488$81.9K<0.01%+57Timeline
TKCTURKCELL ILETISIMQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 11,537 shares; 2026Q1: 13,364 shares 13,364$80.6K<0.01%+1,827Timeline
ICLICL GROUP 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 loaded; 2025Q3: not reported; 2025Q4: 12,343 shares; 2026Q1: 14,136 shares 14,136$73.2K<0.01%+1,793Timeline
FFFUTUREFUEL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,529 shares 14,529$55.9K<0.01%newTimeline
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 loaded; 2025Q3: not reported; 2025Q4: 11,590 shares; 2026Q1: 11,922 shares 11,922$55.2K<0.01%+332Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly 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 loaded; 2025Q3: not reported; 2025Q4: 14,832 shares; 2026Q1: 14,828 shares 14,828$35.4K<0.01%-4Timeline
FSPFRANKLIN STR PPTYS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,634 shares 11,634$7.73K<0.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CRMSALESFORCE INC1,959$519Kshares
FBNDFIDELITY MERRIMACK STR TR9,172$422Kshares
SAPSAP SE1,703$414Kshares
ABTABBOTT LABORATORIES3,291$412Kshares
QQQMINVESCO EXCH TRADED FD TR II1,472$372Kshares
IYFISHARES TR2,298$296Kshares
INTUINTUIT445$295Kshares
QUALISHARES TR1,368$272Kshares
CNICANADIAN NATL RY CO2,748$272Kshares
DBDEUTSCHE BK AG7,037$271Kshares
GGENPACT LIMITED5,592$262Kshares
GGBGERDAU SA10,906$40.2Kshares

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 0002085853-26-000561 base2026-05-05acceptance time not in the bulk data set