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HARBOUR INVESTMENTS, INC.

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13F filer, CIK 810121, MADISON, WI

HARBOUR INVESTMENTS, INC. reported $6,478,937,041 across 4,673 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 18.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000810121-26-000004

Period
2026-03-31
Reported value
$6.48B
Holdings
4,673
Top 10 weight
18.29%
New
969
Sold out
162

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVEadded+241,897$51.1M
IVWadded+439,239$49.7M
DFAIadded+1,265,583$49.3M
AAPLadded+188,638$47.9M
SDVYadded+1,114,597$43.9M

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
VOOreduced-67,113-$40.1M
BNDreduced-338,989-$25M
EDVreduced-346,369-$22.5M
VXFreduced-105,969-$21.8M
VGTreduced-21,906-$15.3M

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 0000810121-26-000004, largest first. % of portfolio is the value over $6,478,937,041, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950$16.2K<0.01%newTimeline
WQTMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 655 shares 655$16.2K<0.01%newTimeline
GRDXGRIDAI TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,994 shares 7,994$16.1K<0.01%newTimeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 21 shares; 2025Q1: 19 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 80 shares; 2026Q1: 122 shares 122$16.1K<0.01%+42Timeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 184 shares 184$16K<0.01%+9Timeline
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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,886 shares 2,886$15.9K<0.01%newTimeline
IDTIDT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 346 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323$15.9K<0.01%0Timeline
MRCPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$15.8K<0.01%newTimeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,863 shares 1,863$15.8K<0.01%newTimeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 401 shares 401$15.8K<0.01%newTimeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,279 shares 1,279$15.8K<0.01%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 26 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 42 shares; 2025Q4: 46 shares; 2026Q1: 130 shares 130$15.8K<0.01%+84Timeline
FWONKLIBERTY MEDIA 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares 185$15.7K<0.01%newTimeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 396 shares 396$15.7K<0.01%newTimeline
EALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 13,500 shares; 2025Q1: 29,040 shares; 2025Q2: 28,670 shares; 2025Q3: 28,140 shares; 2025Q4: 26,912 shares; 2026Q1: 467 shares 467$15.7K<0.01%-26,445Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 892 shares; 2025Q1: 1,280 shares; 2025Q2: 1,725 shares; 2025Q3: 366 shares; 2025Q4: 209 shares; 2026Q1: 413 shares 413$15.6K<0.01%+204Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 214 shares; 2025Q1: 268 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 212 shares; 2026Q1: 236 shares 236$15.6K<0.01%+24Timeline
NMAYINNOVATOR ETFS 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: 2,569 shares; 2025Q3: 3,579 shares; 2025Q4: 556 shares; 2026Q1: 556 shares 556$15.6K<0.01%0Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 148 shares 148$15.6K<0.01%+146Timeline
DBLDOUBLELINE OPPORTUNISTIC CRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065$15.5K<0.01%newTimeline
XDQQINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares 419$15.5K<0.01%newTimeline
NWPXNWPX INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares 199$15.5K<0.01%newTimeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171$15.5K<0.01%newTimeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 460 shares 460$15.5K<0.01%0Timeline
PHDGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 888 shares; 2025Q1: 891 shares; 2025Q2: 526 shares; 2025Q3: 408 shares; 2025Q4: 407 shares; 2026Q1: 409 shares 409$15.5K<0.01%+2Timeline
ORGOORGANOGENESIS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 6,521 shares; 2025Q1: 6,521 shares; 2025Q2: 6,521 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares; 2026Q1: 6,521 shares 6,521$15.5K<0.01%0Timeline
ETPRIENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares 1,335$15.4K<0.01%newTimeline
JANIAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631$15.4K<0.01%newTimeline
FEUZFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,351 shares; 2025Q4: 23,762 shares; 2026Q1: 248 shares 248$15.4K<0.01%-23,514Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 343 shares; 2025Q1: 260 shares; 2025Q2: 284 shares; 2025Q3: 285 shares; 2025Q4: 304 shares; 2026Q1: 321 shares 321$15.4K<0.01%+17Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 1,392 shares; 2025Q4: 1,411 shares; 2026Q1: 2,217 shares 2,217$15.4K<0.01%+806Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233$15.4K<0.01%0Timeline
THTATIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$15.4K<0.01%0Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,337 shares 1,337$15.4K<0.01%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 47 shares; 2025Q3: 68 shares; 2025Q4: 286 shares; 2026Q1: 385 shares 385$15.3K<0.01%+99Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 513 shares 513$15.3K<0.01%+373Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 1,609 shares; 2025Q3: 1,722 shares; 2025Q4: 2,168 shares; 2026Q1: 350 shares 350$15.3K<0.01%-1,818Timeline
TXTERNIUM 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380 shares 380$15.3K<0.01%newTimeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 416 shares 416$15.3K<0.01%+125Timeline
FTXRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 400 shares 400$15.2K<0.01%newTimeline
PERFPERFECT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000$15.2K<0.01%newTimeline
JXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176$15.2K<0.01%newTimeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 420 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190$15.2K<0.01%0Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264$15.2K<0.01%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 243 shares; 2025Q2: 235 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 273 shares 273$15.1K<0.01%+51Timeline
USDUWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 611 shares; 2026Q1: 574 shares 574$15.1K<0.01%-37Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 454 shares 454$15.1K<0.01%0Timeline
COLBCOLUMBIA BKG 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550$15.1K<0.01%newTimeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870$15K<0.01%newTimeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares 736$15K<0.01%newTimeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 136 shares; 2025Q4: 148 shares; 2026Q1: 655 shares 655$14.9K<0.01%+507Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 228 shares; 2025Q2: 221 shares; 2025Q3: 222 shares; 2025Q4: 224 shares; 2026Q1: 236 shares 236$14.9K<0.01%+12Timeline
BLFSBIOLIFE 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares 781$14.9K<0.01%newTimeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 3 shares; 2025Q1: 28 shares; 2025Q2: 137 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 176 shares 176$14.9K<0.01%+8Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 345 shares; 2025Q2: 514 shares; 2025Q3: 667 shares; 2025Q4: 514 shares; 2026Q1: 1,135 shares 1,135$14.9K<0.01%+621Timeline
ENLVENLIVEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000$14.9K<0.01%newTimeline
DUKZNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597$14.9K<0.01%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 434 shares; 2025Q1: 221 shares; 2025Q2: 309 shares; 2025Q3: 315 shares; 2025Q4: 817 shares; 2026Q1: 391 shares 391$14.9K<0.01%-426Timeline
NEONEOGENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 5,772 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,395 shares; 2025Q4: 1,760 shares; 2026Q1: 2,000 shares 2,000$14.8K<0.01%+240Timeline
OCTPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$14.8K<0.01%0Timeline
NOVPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$14.8K<0.01%0Timeline
SPXVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares 207$14.8K<0.01%newTimeline
PBPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 671 shares; 2026Q1: 671 shares 671$14.8K<0.01%0Timeline
LLYVALIBERTY LIVE 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 reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 161 shares 161$14.7K<0.01%+93Timeline
AGNTAGNT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 2,460 shares 2,460$14.7K<0.01%+2,180Timeline
CSTMCONSTELLIUM 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares 599$14.7K<0.01%newTimeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196 shares 196$14.7K<0.01%newTimeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,636 shares; 2025Q1: 2,539 shares; 2025Q2: 2,539 shares; 2025Q3: 2,539 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370$14.7K<0.01%0Timeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 503 shares 503$14.7K<0.01%newTimeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 113 shares 113$14.6K<0.01%+82Timeline
PLBYPLAYBOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600$14.6K<0.01%0Timeline
LIDRAEYE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 8,060 shares 8,060$14.6K<0.01%+7,560Timeline
KALUKAISER ALUMINIUM 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121$14.6K<0.01%newTimeline
RIFRRUSSELL INVTS EXCHANGE TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 520 shares 520$14.6K<0.01%+416Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 232 shares; 2025Q3: 191 shares; 2025Q4: 118 shares; 2026Q1: 778 shares 778$14.5K<0.01%+660Timeline
DBBINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 84 shares; 2026Q1: 617 shares 617$14.5K<0.01%+533Timeline
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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares 612$14.5K<0.01%newTimeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares 373$14.4K<0.01%newTimeline
BANK OF AMER CORPBANK 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12$14.3K<0.01%new
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 390 shares 390$14.3K<0.01%+240Timeline
CLLSCELLECTIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500$14.3K<0.01%0Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 154 shares 154$14.2K<0.01%-566Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 194 shares; 2025Q4: 132 shares; 2026Q1: 158 shares 158$14.2K<0.01%+26Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 593 shares 593$14.2K<0.01%-124Timeline
BLLNBILLIONTOONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180$14.2K<0.01%newTimeline
PRXVPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,659 shares; 2026Q1: 454 shares 454$14.1K<0.01%-7,205Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 180 shares; 2025Q4: 520 shares; 2026Q1: 495 shares 495$14.1K<0.01%-25Timeline
CVRCHICAGO RIVET & MACH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 902 shares; 2025Q3: 905 shares; 2025Q4: 907 shares; 2026Q1: 1,408 shares 1,408$14K<0.01%+501Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 173 shares 173$14K<0.01%+3Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 500 shares; 2025Q3: 75 shares; 2025Q4: 55 shares; 2026Q1: 355 shares 355$14K<0.01%+300Timeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 241 shares; 2025Q4: 243 shares; 2026Q1: 1,430 shares 1,430$14K<0.01%+1,187Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 582 shares 582$13.9K<0.01%+419Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826$13.9K<0.01%newTimeline
LOANMANHATTAN BRDG CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,006 shares; 2025Q1: 2,048 shares; 2025Q2: 2,093 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,842 shares 13,842$13.8K<0.01%newTimeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 243 shares 243$13.8K<0.01%+81Timeline
CBTJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,738 shares; 2025Q2: 13,239 shares; 2025Q3: 11,664 shares; 2025Q4: 10,436 shares; 2026Q1: 731 shares 731$13.8K<0.01%-9,705Timeline
BITFBITFARMS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 7,071 shares 7,071$13.8K<0.01%+400Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 168 shares; 2025Q3: 197 shares; 2025Q4: 198 shares; 2026Q1: 204 shares 204$13.8K<0.01%+6Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,215 shares; 2025Q2: 3,315 shares; 2025Q3: 2,975 shares; 2025Q4: 2,245 shares; 2026Q1: 1,015 shares 1,015$13.8K<0.01%-1,230Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares 105$13.7K<0.01%newTimeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$13.7K<0.01%newTimeline
GBXGREENBRIER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260$13.7K<0.01%0Timeline
BDNBRANDYWINE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,035 shares 5,035$13.6K<0.01%newTimeline
BLESNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,059 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 307 shares 307$13.6K<0.01%-494Timeline
EDCDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243 shares 243$13.6K<0.01%newTimeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 73 shares; 2026Q1: 365 shares 365$13.6K<0.01%+292Timeline
FPXEFIRST 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: 116 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 433 shares 433$13.5K<0.01%+49Timeline
PSCXPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 1,840 shares; 2025Q1: 860 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 443 shares 443$13.5K<0.01%-17Timeline
CBXOCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 609 shares 609$13.5K<0.01%0Timeline
FLNFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 527 shares 527$13.5K<0.01%+114Timeline
TCALT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$13.4K<0.01%0Timeline
ENLTENLIGHT RENEWABLE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194$13.3K<0.01%newTimeline
KMTKENNAMETAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 368 shares 368$13.3K<0.01%newTimeline
RAVIFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 176 shares 176$13.3K<0.01%+109Timeline
RFICOHEN & STEERS TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,190 shares 1,190$13.3K<0.01%newTimeline
AVNMAMERICAN 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 reported; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174$13.3K<0.01%0Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 155 shares; 2025Q1: 166 shares; 2025Q2: 120 shares; 2025Q3: 89 shares; 2025Q4: 259 shares; 2026Q1: 160 shares 160$13.2K<0.01%-99Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 166 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122$13.2K<0.01%0Timeline
PRFDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260$13.2K<0.01%newTimeline
MKSIMKS 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: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 57 shares 57$13.1K<0.01%+50Timeline
JIGJ 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 reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 176 shares 176$13.1K<0.01%+169Timeline
UDIVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 9,695 shares; 2025Q1: 24,258 shares; 2025Q2: 1,178 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 253 shares 253$13.1K<0.01%+185Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 31 shares; 2025Q1: 33 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 41 shares; 2026Q1: 52 shares 52$13K<0.01%+11Timeline
PLXPROTALIX BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000$13K<0.01%newTimeline
DTECALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$13K<0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 271 shares; 2025Q1: 273 shares; 2025Q2: 84 shares; 2025Q3: 96 shares; 2025Q4: 73 shares; 2026Q1: 58 shares 58$13K<0.01%-15Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$13K<0.01%0Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,708 shares; 2025Q2: 1,108 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,665 shares 3,665$12.9K<0.01%+285Timeline
KAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 17,082 shares; 2025Q1: 15,376 shares; 2025Q2: 15,376 shares; 2025Q3: 27,463 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481$12.9K<0.01%0Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 336 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 657 shares; 2026Q1: 1,405 shares 1,405$12.8K<0.01%+748Timeline
CCOCLEAR CHANNEL OUTDOOR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400$12.8K<0.01%newTimeline
PSDMPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$12.7K<0.01%0Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601$12.7K<0.01%0Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250$12.7K<0.01%newTimeline
BCCBOISE CASCADE CO 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 reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 167 shares 167$12.7K<0.01%+160Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 561 shares; 2026Q1: 561 shares 561$12.7K<0.01%0Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,615 shares 1,615$12.6K<0.01%+514Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 267 shares 267$12.6K<0.01%+60Timeline
ASCIABRDN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 379 shares; 2026Q1: 379 shares 379$12.6K<0.01%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 251 shares 251$12.5K<0.01%+2Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,709 shares; 2025Q1: 1,990 shares; 2025Q2: 1,991 shares; 2025Q3: 1,993 shares; 2025Q4: 1,995 shares; 2026Q1: 217 shares 217$12.5K<0.01%-1,778Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 42 shares 42$12.5K<0.01%-5Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 306 shares; 2025Q3: 299 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186$12.5K<0.01%0Timeline
NATHNATHANS FAMOUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares 123$12.4K<0.01%newTimeline
INSMINSMED 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: 5 shares; 2025Q3: 25 shares; 2025Q4: 121 shares; 2026Q1: 76 shares 76$12.4K<0.01%-45Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 110 shares 110$12.4K<0.01%+6Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 2,523 shares; 2025Q3: 26,024 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367$12.4K<0.01%0Timeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$12.4K<0.01%newTimeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 724 shares 724$12.4K<0.01%+624Timeline
CRONCRONOS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 4,918 shares 4,918$12.3K<0.01%+3,875Timeline
CAPEDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$12.3K<0.01%0Timeline
PAPIMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares 450$12.3K<0.01%0Timeline
LDILOANDEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 17,522 shares; 2026Q1: 8,650 shares 8,650$12.3K<0.01%-8,872Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares 464$12.3K<0.01%newTimeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 434 shares 434$12.3K<0.01%+426Timeline
AWPABRDN GLOBAL PREMIER PPTYS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,109 shares 1,109$12.3K<0.01%newTimeline
LMUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares 245$12.2K<0.01%newTimeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 156 shares; 2025Q4: 135 shares; 2026Q1: 134 shares 134$12.2K<0.01%-1Timeline
OCGNOCUGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 575 shares; 2025Q1: 6,371 shares; 2025Q2: 6,171 shares; 2025Q3: 6,712 shares; 2025Q4: 6,712 shares; 2026Q1: 6,712 shares 6,712$12.1K<0.01%0Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 1,225 shares 1,225$12.1K<0.01%+655Timeline
THYNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550$12.1K<0.01%0Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 170 shares; 2025Q2: 187 shares; 2025Q3: 190 shares; 2025Q4: 151 shares; 2026Q1: 66 shares 66$12.1K<0.01%-85Timeline
FAXABRDN ASIA PACIFIC INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 1,019 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 836 shares 836$12.1K<0.01%0Timeline
AMJBJPMORGAN CHASE FINL CO LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: 149 shares; 2025Q2: 362 shares; 2025Q3: 276 shares; 2025Q4: 359 shares; 2026Q1: 348 shares 348$12K<0.01%-11Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 810 shares; 2025Q1: 350 shares; 2025Q2: 302 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 291 shares 291$12K<0.01%-2Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: not reported; 2026Q1: 41 shares 41$12K<0.01%newTimeline
DDTNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,739 shares; 2026Q1: 639 shares 639$12K<0.01%-7,100Timeline
AGQPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$12K<0.01%0Timeline
HEQJOHN HANCOCK DIVERSIFIED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100$11.9K<0.01%newTimeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 358 shares; 2025Q1: 103 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 114 shares; 2026Q1: 119 shares 119$11.9K<0.01%+5Timeline
YBITTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 503 shares 503$11.9K<0.01%+303Timeline
WLFCWILLIS LEASE FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares 70$11.9K<0.01%newTimeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 40 shares; 2026Q1: 39 shares 39$11.9K<0.01%-1Timeline
GSGISHARES S&P GSCI COMMODITY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369$11.9K<0.01%0Timeline
XDTEROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 217 shares; 2025Q1: 231 shares; 2025Q2: 250 shares; 2025Q3: 267 shares; 2025Q4: 294 shares; 2026Q1: 322 shares 322$11.8K<0.01%+28Timeline
ALNTALLIENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$11.8K<0.01%0Timeline
PRMPERIMETER 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: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 483 shares 483$11.8K<0.01%+189Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 712 shares; 2025Q1: 665 shares; 2025Q2: 666 shares; 2025Q3: 500 shares; 2025Q4: 560 shares; 2026Q1: 525 shares 525$11.8K<0.01%-35Timeline
HRIHERC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 118 shares 118$11.7K<0.01%newTimeline
GGNGAMCO GLOBAL GOLD NAT RES &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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200$11.7K<0.01%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 112 shares; 2025Q2: 103 shares; 2025Q3: 1,246 shares; 2025Q4: 371 shares; 2026Q1: 618 shares 618$11.7K<0.01%+247Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 160 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 125 shares; 2026Q1: 138 shares 138$11.6K<0.01%+13Timeline
EMCSDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312$11.6K<0.01%0Timeline
AAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: not reported; 2026Q1: 401 shares 401$11.5K<0.01%newTimeline
BORRBORR DRILLING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$11.5K<0.01%0Timeline
NWNNORTHWEST NAT HLDG 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares 216$11.5K<0.01%newTimeline
DSMCETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 308 shares 308$11.5K<0.01%newTimeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 25 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 133 shares 133$11.5K<0.01%+130Timeline
UNGUNITED STS NAT GAS FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 416 shares; 2025Q2: 1,339 shares; 2025Q3: 1,068 shares; 2025Q4: 1,066 shares; 2026Q1: 976 shares 976$11.4K<0.01%-90Timeline
ASGIABRDN GLOBAL INFRA INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 511 shares 511$11.4K<0.01%+308Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 47 shares; 2025Q1: 57 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 75 shares; 2026Q1: 97 shares 97$11.4K<0.01%+22Timeline
JUSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123$11.4K<0.01%0Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 1,369 shares; 2026Q1: 2,650 shares 2,650$11.4K<0.01%+1,281Timeline
FEGERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 222 shares; 2026Q1: 241 shares 241$11.4K<0.01%+19Timeline
BTTBLACKROCK MUN TARGET TERM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$11.3K<0.01%0Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$11.3K<0.01%0Timeline
TDAYUSA TODAY CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,608 shares 1,608$11.3K<0.01%newTimeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,089 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 188 shares 188$11.3K<0.01%+113Timeline
NAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391$11.3K<0.01%0Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,259 shares; 2025Q2: 1,269 shares; 2025Q3: 1,298 shares; 2025Q4: 46 shares; 2026Q1: 1,046 shares 1,046$11.3K<0.01%+1,000Timeline
BEATHEARTBEAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 14,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares 9,250$11.3K<0.01%0Timeline
WCEOTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339$11.3K<0.01%0Timeline
FCTFIRST TR SR FLTG RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares 1,169$11.3K<0.01%newTimeline
GDXYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 204 shares; 2025Q3: 206 shares; 2025Q4: 207 shares; 2026Q1: 805 shares 805$11.3K<0.01%+598Timeline
CBRLCRACKER BARREL OLD CTRY STORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400$11.2K<0.01%newTimeline
LALTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460$11.2K<0.01%0Timeline
DWMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,198 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331$11.2K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,421 shares; 2025Q1: 824 shares; 2025Q2: 330 shares; 2025Q3: 353 shares; 2025Q4: 139 shares; 2026Q1: 181 shares 181$11.1K<0.01%+42Timeline
NGLNGL ENERGY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900$11.1K<0.01%newTimeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 172 shares; 2026Q1: 486 shares 486$11.1K<0.01%+314Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 251 shares 251$11K<0.01%+229Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 248 shares; 2025Q1: 194 shares; 2025Q2: 193 shares; 2025Q3: 238 shares; 2025Q4: 251 shares; 2026Q1: 237 shares 237$11K<0.01%-14Timeline
IIININSTEEL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 125 shares; 2025Q1: 255 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328$11K<0.01%0Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,012 shares; 2024Q4: 24,716 shares; 2025Q1: 28,440 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 4,774 shares; 2026Q1: 358 shares 358$11K<0.01%-4,416Timeline
RCTRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 316 shares 316$11K<0.01%0Timeline
TDSBEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares 452$11K<0.01%0Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,752 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$11K<0.01%0Timeline
COLMCOLUMBIA SPORTSWEAR 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: 22 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 200 shares 200$11K<0.01%newTimeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 339 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259$10.9K<0.01%0Timeline
SYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 140 shares; 2025Q1: 466 shares; 2025Q2: 547 shares; 2025Q3: 394 shares; 2025Q4: 412 shares; 2026Q1: 305 shares 305$10.8K<0.01%-107Timeline
TEXTEREX CORP 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 reported; 2025Q3: 307 shares; 2025Q4: 308 shares; 2026Q1: 183 shares 183$10.8K<0.01%-125Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154$10.8K<0.01%0Timeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$10.8K<0.01%newTimeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,359 shares; 2025Q4: 259 shares; 2026Q1: 1,018 shares 1,018$10.8K<0.01%+759Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220$10.7K<0.01%newTimeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 208 shares 208$10.7K<0.01%+16Timeline
AROWARROW 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: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320$10.7K<0.01%0Timeline
DDTSINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 510 shares 510$10.7K<0.01%+144Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110$10.7K<0.01%newTimeline
ALOYREALLOYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares 1,095$10.7K<0.01%newTimeline
EFOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares 168$10.7K<0.01%newTimeline
SEIESEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 332 shares 332$10.7K<0.01%+153Timeline
PSLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98$10.6K<0.01%0Timeline
NMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 1,636 shares; 2025Q3: 1,570 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362$10.6K<0.01%0Timeline
ARQQARQIT QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 800 shares 800$10.6K<0.01%+600Timeline
TKTEEKAY CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 855 shares; 2026Q1: 867 shares 867$10.6K<0.01%+12Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 64 shares; 2025Q2: 507 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 380 shares 380$10.5K<0.01%newTimeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 765 shares 765$10.5K<0.01%-1,425Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 634 shares 634$10.5K<0.01%+510Timeline
DFTXDEFINIUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares 556$10.5K<0.01%newTimeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$10.5K<0.01%newTimeline
MFSIMFS ACTIVE 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares 352$10.5K<0.01%newTimeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 260 shares 260$10.4K<0.01%+160Timeline
URTYPROSHARES 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: 200 shares; 2025Q3: 201 shares; 2025Q4: 202 shares; 2026Q1: 201 shares 201$10.4K<0.01%-1Timeline
ADAMADAMAS TRUST INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,471 shares; 2025Q1: 1,249 shares; 2025Q2: 1,227 shares; 2025Q3: 1,201 shares; 2025Q4: 1,081 shares; 2026Q1: 1,412 shares 1,412$10.4K<0.01%+331Timeline
FWONALIBERTY MEDIA 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: 54 shares; 2025Q3: 88 shares; 2025Q4: 123 shares; 2026Q1: 133 shares 133$10.4K<0.01%+10Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 168 shares 168$10.4K<0.01%+162Timeline
BKDVBNY MELLON ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349$10.4K<0.01%0Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 100 shares 100$10.3K<0.01%newTimeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 174 shares 174$10.3K<0.01%0Timeline
BMRCBANK OF MARIN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400$10.3K<0.01%newTimeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,196 shares; 2024Q4: 9,061 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 8,465 shares; 2025Q4: 7,669 shares; 2026Q1: 461 shares 461$10.2K<0.01%-7,208Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$10.2K<0.01%0Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares 115$10.2K<0.01%newTimeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 446 shares; 2025Q1: 385 shares; 2025Q2: 170 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 653 shares 653$10.2K<0.01%+474Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$10.1K<0.01%0Timeline
PFNPIMCO INCOME STRATEGY FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,287 shares; 2025Q2: 1,325 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,465 shares 1,465$10.1K<0.01%+102Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 173 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 166 shares 166$10.1K<0.01%+105Timeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,175 shares 2,175$10.1K<0.01%+175Timeline
IBRXIMMUNITYBIO 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 4,460 shares; 2026Q1: 1,311 shares 1,311$10.1K<0.01%-3,149Timeline
LPTHLIGHTPATH TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$10K<0.01%newTimeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$9.98K<0.01%newTimeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 274 shares 274$9.98K<0.01%+211Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 142 shares; 2026Q1: 342 shares 342$9.94K<0.01%+200Timeline
LJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417$9.94K<0.01%newTimeline
NUTXNUTEX HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104 shares 104$9.94K<0.01%newTimeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 426 shares 426$9.87K<0.01%0Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 141 shares; 2025Q3: 341 shares; 2025Q4: 57 shares; 2026Q1: 520 shares 520$9.86K<0.01%+463Timeline
PDEXPRO-DEX INC COLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$9.82K<0.01%0Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 983 shares; 2025Q2: 2,171 shares; 2025Q3: 2,213 shares; 2025Q4: 1,726 shares; 2026Q1: 49 shares 49$9.8K<0.01%-1,677Timeline
IGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238$9.77K<0.01%0Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 718 shares 718$9.72K<0.01%newTimeline
PEGAPEGASYSTEMS 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: 112 shares; 2025Q3: 112 shares; 2025Q4: 144 shares; 2026Q1: 228 shares 228$9.7K<0.01%+84Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 428 shares 428$9.68K<0.01%-897Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: not reported; 2026Q1: 306 shares 306$9.65K<0.01%newTimeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 189 shares; 2025Q1: 182 shares; 2025Q2: 175 shares; 2025Q3: 188 shares; 2025Q4: 93 shares; 2026Q1: 133 shares 133$9.64K<0.01%+40Timeline
HYMCHYCROFT MINING HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares 273$9.61K<0.01%newTimeline
IBHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 869 shares; 2025Q3: 875 shares; 2025Q4: 415 shares; 2026Q1: 418 shares 418$9.61K<0.01%+3Timeline
NCZVIRTUS CONVERTIBLE & INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716$9.6K<0.01%newTimeline
SBGISINCLAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 739 shares 739$9.57K<0.01%newTimeline
TLTPAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446 shares 446$9.54K<0.01%newTimeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 273 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 234 shares; 2025Q4: 242 shares; 2026Q1: 286 shares 286$9.49K<0.01%+44Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 364 shares 364$9.49K<0.01%newTimeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 11,557 shares; 2025Q3: 11,432 shares; 2025Q4: 8,932 shares; 2026Q1: 1,859 shares 1,859$9.48K<0.01%-7,073Timeline
ROMOSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301$9.48K<0.01%0Timeline
ANIPANI PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 123 shares 123$9.46K<0.01%+91Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 900 shares 900$9.46K<0.01%+600Timeline
SMCSUMMIT MIDSTREAM 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares 312$9.44K<0.01%newTimeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 4 shares; 2026Q1: 116 shares 116$9.39K<0.01%+112Timeline
CHYMCHIME 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 reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500$9.37K<0.01%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares 124$9.33K<0.01%newTimeline
GQREFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 117 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 156 shares 156$9.32K<0.01%+128Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,180 shares; 2025Q1: 2,185 shares; 2025Q2: 2,191 shares; 2025Q3: 2,197 shares; 2025Q4: 2,051 shares; 2026Q1: 2,714 shares 2,714$9.31K<0.01%+663Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 177 shares; 2025Q2: 195 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 139 shares 139$9.3K<0.01%+62Timeline
IBOTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175$9.3K<0.01%newTimeline
JOUTJOHNSON OUTDOORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 200 shares 200$9.3K<0.01%newTimeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 10,747 shares; 2025Q1: 3,620 shares; 2025Q2: 251 shares; 2025Q3: 63 shares; 2025Q4: 304 shares; 2026Q1: 193 shares 193$9.29K<0.01%-111Timeline
VPCETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614$9.29K<0.01%0Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129 shares 129$9.29K<0.01%newTimeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 194 shares; 2026Q1: 467 shares 467$9.28K<0.01%+273Timeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,763 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690$9.27K<0.01%0Timeline
ASAMER SPORTS 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: 25 shares; 2025Q3: not reported; 2025Q4: 298 shares; 2026Q1: 280 shares 280$9.25K<0.01%-18Timeline
WCBRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares 370$9.23K<0.01%newTimeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 139 shares; 2026Q1: 135 shares 135$9.22K<0.01%-4Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89$9.22K<0.01%0Timeline
HLLYHOLLEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000$9.21K<0.01%newTimeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 76 shares 76$9.2K<0.01%+4Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252$9.19K<0.01%newTimeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 592 shares; 2025Q1: 578 shares; 2025Q2: 167 shares; 2025Q3: 181 shares; 2025Q4: 119 shares; 2026Q1: 152 shares 152$9.19K<0.01%+33Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 69 shares 69$9.19K<0.01%+24Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 8 shares; 2025Q1: 16 shares; 2025Q2: 12 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 422 shares 422$9.18K<0.01%+416Timeline
VECOVEECO INSTRS INC 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270$9.14K<0.01%newTimeline
DDTOINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,731 shares; 2026Q1: 431 shares 431$9.14K<0.01%-1,300Timeline
ARAYACCURAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 6,180 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,439 shares; 2025Q4: 3,380 shares; 2026Q1: 23,361 shares 23,361$9.07K<0.01%+19,981Timeline
MIRMIRION 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: 207 shares; 2025Q3: 207 shares; 2025Q4: 287 shares; 2026Q1: 486 shares 486$9.05K<0.01%+199Timeline
ARRARMOUR RESIDENTIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 748 shares; 2025Q1: 747 shares; 2025Q2: 716 shares; 2025Q3: 335 shares; 2025Q4: 264 shares; 2026Q1: 541 shares 541$9.04K<0.01%+277Timeline
JBSJBS 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 reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 500 shares 500$8.98K<0.01%+350Timeline
ECGEVERUS CONSTR 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 reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 76 shares 76$8.97K<0.01%+75Timeline
CIFRCIPHER DIGITAL 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: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696$8.96K<0.01%newTimeline
BUFHFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430$8.95K<0.01%newTimeline
NPVNUVEEN VA QUALITY MUN INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788$8.93K<0.01%0Timeline
FETFORUM ENERGY TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 152 shares 152$8.92K<0.01%+100Timeline
FXBINVESCO CURRENCYSHARES BRITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70$8.91K<0.01%0Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 89 shares; 2026Q1: 93 shares 93$8.91K<0.01%+4Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 94 shares; 2026Q1: 87 shares 87$8.89K<0.01%-7Timeline
BKTBLACKROCK INCOME TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 840 shares 840$8.88K<0.01%+840Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47$8.84K<0.01%0Timeline
IAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 4,293 shares; 2025Q1: 4,807 shares; 2025Q2: 308 shares; 2025Q3: 57,296 shares; 2025Q4: 1,743 shares; 2026Q1: 308 shares 308$8.83K<0.01%-1,435Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 31 shares; 2025Q1: 35 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 29 shares; 2026Q1: 27 shares 27$8.82K<0.01%-2Timeline
BLDPBALLARD PWR SYS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 3,635 shares 3,635$8.8K<0.01%+3,238Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 632 shares 632$8.8K<0.01%+18Timeline
AMALAMALGAMATED FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 226 shares 226$8.79K<0.01%+69Timeline
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175$8.78K<0.01%newTimeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 46 shares; 2025Q4: 49 shares; 2026Q1: 51 shares 51$8.78K<0.01%+2Timeline
SLXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares 95$8.76K<0.01%newTimeline
GOOYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 685 shares 685$8.71K<0.01%+681Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 213 shares 213$8.7K<0.01%+92Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 102 shares 102$8.68K<0.01%+100Timeline
AESRTWO RDS SHARED 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: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518$8.67K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 398 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 392 shares 392$8.64K<0.01%+167Timeline
BBLUEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584 shares 584$8.62K<0.01%newTimeline
LTRXLANTRONIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,642 shares 1,642$8.6K<0.01%newTimeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares 105$8.6K<0.01%newTimeline
BGIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258$8.58K<0.01%newTimeline
SWANAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 257 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 275 shares 275$8.55K<0.01%+201Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares 33$8.53K<0.01%0Timeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 262 shares 262$8.49K<0.01%+36Timeline
LOUPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 126 shares; 2025Q4: 26 shares; 2026Q1: 123 shares 123$8.47K<0.01%+97Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$8.46K<0.01%newTimeline
GHCGRAHAM HLDGS 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 reported; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8$8.46K<0.01%0Timeline
FLYFIREFLY AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares 297$8.46K<0.01%newTimeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 291 shares; 2025Q3: 260 shares; 2025Q4: 227 shares; 2026Q1: 353 shares 353$8.45K<0.01%+126Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$8.41K<0.01%newTimeline
DGOCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 271 shares 271$8.38K<0.01%+54Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 154 shares 154$8.36K<0.01%+78Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 200 shares 200$8.34K<0.01%+50Timeline
GHYPGIM GLOBAL HIGH YIELD FD FOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716$8.34K<0.01%0Timeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 387 shares 387$8.33K<0.01%+105Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,405 shares; 2025Q1: 2,130 shares; 2025Q2: 2,030 shares; 2025Q3: 671 shares; 2025Q4: 621 shares; 2026Q1: 171 shares 171$8.28K<0.01%-450Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 38 shares; 2026Q1: 162 shares 162$8.27K<0.01%+124Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350$8.26K<0.01%newTimeline
ASIXADVANSIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 168 shares; 2025Q3: 77 shares; 2025Q4: 151 shares; 2026Q1: 338 shares 338$8.25K<0.01%+187Timeline
CBNKCAPITAL BANCORP INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276$8.21K<0.01%0Timeline
HAFNIA LTD SHSHAFNIA LTD SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares 1,075$8.17K<0.01%new
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 162 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$8.15K<0.01%0Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 82 shares 82$8.15K<0.01%+81Timeline
IYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 860 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$8.15K<0.01%0Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,029 shares 1,029$8.12K<0.01%+229Timeline
CHGXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302$8.1K<0.01%newTimeline
SAAPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$8.09K<0.01%newTimeline
IAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,594 shares; 2025Q1: 3,594 shares; 2025Q2: 1,247 shares; 2025Q3: 2,953 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254$8.04K<0.01%0Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160$8.04K<0.01%0Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 600 shares 600$8.04K<0.01%-250Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 340 shares 340$8.04K<0.01%+328Timeline
AVESAMERICAN 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134$8.04K<0.01%newTimeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 81 shares; 2025Q1: 70 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 79 shares 79$8.03K<0.01%+46Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227 shares; 2026Q1: 317 shares 317$8.03K<0.01%+90Timeline
LRNZELEVATION 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$8K<0.01%0Timeline
GOODGLADSTONE COMMERCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 288 shares; 2025Q1: 480 shares; 2025Q2: 491 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700$8K<0.01%newTimeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 21,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares 1,794$7.88K<0.01%newTimeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460$7.87K<0.01%newTimeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 148 shares 148$7.86K<0.01%+6Timeline
UCOPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 200 shares 200$7.86K<0.01%-240Timeline
CWENACLEARWAY ENERGY 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: 335 shares; 2025Q3: 664 shares; 2025Q4: 8 shares; 2026Q1: 200 shares 200$7.85K<0.01%+192Timeline
NBBNUVEEN TAXABLE MUNICPAL INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$7.83K<0.01%0Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 229 shares; 2026Q1: 317 shares 317$7.82K<0.01%+88Timeline
SMPSTANDARD MTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225$7.82K<0.01%newTimeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares 275$7.81K<0.01%newTimeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88$7.81K<0.01%newTimeline
BKUIBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares 156$7.8K<0.01%newTimeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 87 shares 87$7.77K<0.01%+17Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433$7.77K<0.01%0Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,260 shares; 2026Q1: 360 shares 360$7.71K<0.01%-900Timeline
ACVVIRTUS DIVERSIFIED INCM & 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316 shares 316$7.7K<0.01%newTimeline
HUSVFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$7.67K<0.01%newTimeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 102 shares; 2026Q1: 103 shares 103$7.66K<0.01%+1Timeline
GRWTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278$7.65K<0.01%0Timeline
SCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400$7.61K<0.01%newTimeline
UAEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407$7.59K<0.01%newTimeline
GRMLGREENLAND 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,000 shares 23,000$7.59K<0.01%newTimeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 290 shares; 2025Q1: 291 shares; 2025Q2: 292 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 179 shares 179$7.58K<0.01%+12Timeline
AIROAIRO GROUP 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares 996$7.58K<0.01%newTimeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76$7.56K<0.01%newTimeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 833 shares 833$7.52K<0.01%+134Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 3,362 shares; 2025Q3: 3,364 shares; 2025Q4: 3,376 shares; 2026Q1: 80 shares 80$7.51K<0.01%-3,296Timeline
ACBAURORA CANNABIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 714 shares; 2025Q1: 964 shares; 2025Q2: 950 shares; 2025Q3: 947 shares; 2025Q4: 949 shares; 2026Q1: 2,290 shares 2,290$7.51K<0.01%+1,341Timeline
MVSTMICROVAST HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 5,157 shares; 2025Q2: 5,157 shares; 2025Q3: 6,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$7.5K<0.01%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 4,604 shares; 2025Q1: 4,504 shares; 2025Q2: 4,504 shares; 2025Q3: 6,336 shares; 2025Q4: 1,729 shares; 2026Q1: 3,306 shares 3,306$7.47K<0.01%+1,577Timeline
BFORALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90$7.47K<0.01%newTimeline
QUCYQUANTUM CYBER NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,730 shares 15,730$7.45K<0.01%newTimeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580$7.44K<0.01%newTimeline
JEDIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares 290$7.42K<0.01%newTimeline
WAYWAYSTAR HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 306 shares 306$7.38K<0.01%+6Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 357 shares; 2025Q3: 157 shares; 2025Q4: 160 shares; 2026Q1: 260 shares 260$7.37K<0.01%+100Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125$7.36K<0.01%newTimeline
EFXTENERFLEX 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: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 352 shares 352$7.34K<0.01%+349Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113$7.34K<0.01%0Timeline
VSXYVICTORIAS SECRET AND 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares 158$7.33K<0.01%newTimeline
HNRGHALLADOR ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449 shares 449$7.31K<0.01%newTimeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 871 shares; 2026Q1: 766 shares 766$7.3K<0.01%-105Timeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82$7.3K<0.01%0Timeline
MJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 494 shares; 2025Q3: 226 shares; 2025Q4: 235 shares; 2026Q1: 317 shares 317$7.3K<0.01%+82Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares 271$7.25K<0.01%newTimeline
XCMUXMFS HIGH YIELD MUN TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares 2,024$7.25K<0.01%newTimeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 41 shares; 2025Q4: 151 shares; 2026Q1: 116 shares 116$7.24K<0.01%-35Timeline
XEMDBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares 164$7.21K<0.01%newTimeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,132 shares; 2025Q1: 8,132 shares; 2025Q2: 8,132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150$7.19K<0.01%newTimeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares 178$7.13K<0.01%newTimeline
HIGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,323 shares; 2024Q4: 8,619 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 333 shares 333$7.11K<0.01%+81Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,260 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares; 2026Q1: 1,560 shares 1,560$7.07K<0.01%-2,200Timeline
MFMABERDEEN MUN INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308$7.05K<0.01%newTimeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 6,542 shares; 2025Q3: 7,504 shares; 2025Q4: 1,272 shares; 2026Q1: 263 shares 263$7.04K<0.01%-1,009Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 623 shares; 2026Q1: 1,013 shares 1,013$7.04K<0.01%+390Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,581 shares; 2025Q1: 3,381 shares; 2025Q2: 981 shares; 2025Q3: 1,081 shares; 2025Q4: 1,127 shares; 2026Q1: 1,330 shares 1,330$7.04K<0.01%+203Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,250 shares; 2025Q1: 22,620 shares; 2025Q2: 33,520 shares; 2025Q3: 34,660 shares; 2025Q4: 37,160 shares; 2026Q1: 250 shares 250$7.04K<0.01%-36,910Timeline
BKCIBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142$7.03K<0.01%0Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,207 shares; 2025Q1: 1,163 shares; 2025Q2: 1,005 shares; 2025Q3: 537 shares; 2025Q4: 535 shares; 2026Q1: 845 shares 845$7.02K<0.01%+310Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 1,331 shares; 2025Q1: 739 shares; 2025Q2: 714 shares; 2025Q3: 351 shares; 2025Q4: 220 shares; 2026Q1: 360 shares 360$7.02K<0.01%+140Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 1 shares; 2025Q2: 7 shares; 2025Q3: 21 shares; 2025Q4: 23 shares; 2026Q1: 29 shares 29$7.02K<0.01%+6Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 34 shares; 2025Q1: 46 shares; 2025Q2: 43 shares; 2025Q3: 48 shares; 2025Q4: 46 shares; 2026Q1: 48 shares 48$7.01K<0.01%+2Timeline
CBONVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$7K<0.01%newTimeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 400 shares; 2025Q4: 441 shares; 2026Q1: 300 shares 300$6.99K<0.01%-141Timeline
BOATTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 172 shares 172$6.98K<0.01%+8Timeline
SLRCSLR INVESTMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 45 shares; 2025Q4: 475 shares; 2026Q1: 487 shares 487$6.98K<0.01%+12Timeline
DEFTDEFI 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: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,850 shares; 2026Q1: 12,615 shares 12,615$6.97K<0.01%+8,765Timeline
NJRNEW JERSEY 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 reported; 2025Q3: 44 shares; 2025Q4: 89 shares; 2026Q1: 126 shares 126$6.95K<0.01%+37Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258$6.93K<0.01%newTimeline
CRNTCERAGON NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200$6.91K<0.01%newTimeline
RRCRANGE 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 reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 152 shares 152$6.87K<0.01%+146Timeline
DNUTKRISPY KREME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 2,007 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 2,023 shares; 2026Q1: 2,022 shares 2,022$6.86K<0.01%-1Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 189 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 322 shares 322$6.84K<0.01%+95Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 557 shares 557$6.83K<0.01%+532Timeline
NAKNORTHERN DYNASTY MINERALS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,519 shares; 2025Q4: 2,904 shares; 2026Q1: 4,869 shares 4,869$6.82K<0.01%+1,965Timeline
NMMNAVIOS MARITIME PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 211 shares; 2025Q1: 176 shares; 2025Q2: 161 shares; 2025Q3: 135 shares; 2025Q4: 88 shares; 2026Q1: 101 shares 101$6.82K<0.01%+13Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 428 shares; 2025Q1: 412 shares; 2025Q2: 458 shares; 2025Q3: 467 shares; 2025Q4: 254 shares; 2026Q1: 219 shares 219$6.81K<0.01%-35Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares 201$6.8K<0.01%newTimeline
RVLVREVOLVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 300 shares 300$6.78K<0.01%+200Timeline
HCSGHEALTHCARE 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365 shares 365$6.77K<0.01%newTimeline
AGGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65$6.77K<0.01%0Timeline
SDSANDRIDGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415$6.77K<0.01%0Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150$6.76K<0.01%newTimeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 500 shares 500$6.75K<0.01%+444Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 486 shares 486$6.75K<0.01%+285Timeline
ABATAMERICAN BATTERY TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 640 shares; 2025Q3: 740 shares; 2025Q4: 815 shares; 2026Q1: 2,416 shares 2,416$6.74K<0.01%+1,601Timeline
FSGSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 125 shares; 2026Q1: 229 shares 229$6.69K<0.01%+104Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares 239$6.68K<0.01%newTimeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$6.68K<0.01%0Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 76 shares; 2026Q1: 72 shares 72$6.66K<0.01%-4Timeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 470 shares; 2025Q2: 276 shares; 2025Q3: 277 shares; 2025Q4: 267 shares; 2026Q1: 328 shares 328$6.63K<0.01%+61Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 319 shares; 2025Q2: 252 shares; 2025Q3: 453 shares; 2025Q4: 275 shares; 2026Q1: 273 shares 273$6.61K<0.01%-2Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,279 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 439 shares 439$6.6K<0.01%+60Timeline
REXREX AMERICAN 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144$6.56K<0.01%newTimeline
QQQGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 34 shares; 2025Q4: 128 shares; 2026Q1: 290 shares 290$6.54K<0.01%+162Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 140 shares 140$6.54K<0.01%-700Timeline
RPHSTWO RDS SHARED 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: 624 shares; 2025Q3: 624 shares; 2025Q4: 672 shares; 2026Q1: 671 shares 671$6.51K<0.01%-1Timeline
XBOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198$6.51K<0.01%0Timeline
FDNIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239$6.51K<0.01%0Timeline
BDGSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares 190$6.5K<0.01%0Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 52 shares; 2025Q4: 94 shares; 2026Q1: 129 shares 129$6.49K<0.01%+35Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 107 shares; 2026Q1: 71 shares 71$6.47K<0.01%-36Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 182 shares 182$6.46K<0.01%+13Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 82 shares; 2025Q1: 96 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 103 shares; 2026Q1: 156 shares 156$6.46K<0.01%+53Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 311 shares 311$6.44K<0.01%+300Timeline
MLPBUBS AG LONDON BRANCHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares 220$6.39K<0.01%0Timeline
HASHDEX COMMODITIES TRUSTHASHDEX COMMODITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83$6.38K<0.01%new
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,470 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 577 shares 577$6.38K<0.01%+50Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600$6.37K<0.01%newTimeline
FTHFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 169 shares 169$6.31K<0.01%0Timeline
QWLDSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$6.3K<0.01%0Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 700 shares 700$6.29K<0.01%+200Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 4,798 shares; 2026Q1: 131 shares 131$6.25K<0.01%-4,667Timeline
SETMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares 189$6.25K<0.01%newTimeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 34 shares 34$6.25K<0.01%+33Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27$6.23K<0.01%newTimeline
BNTBROOKFIELD WEALTH SOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 100 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$6.21K<0.01%0Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 508 shares; 2025Q4: 300 shares; 2026Q1: 327 shares 327$6.18K<0.01%+27Timeline
GEOSGEOSPACE TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 505 shares 505$6.16K<0.01%+500Timeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 388 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 322 shares; 2026Q1: 438 shares 438$6.14K<0.01%+116Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75$6.12K<0.01%newTimeline
WSBFWATERSTONE FINL INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares 339$6.12K<0.01%newTimeline

Sold out in Q1 2026

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

The largest 100 of 162. All 162

SecurityShares beforeValue beforeType
EXASEXACT SCIENCES CORP13,879$1.41Mshares
BFCBANK FIRST CORP9,402$1.15Mshares
ETHOAMPLIFY ETF TR15,220$994Kshares
AZNASTRAZENECA PLC-SPONS ADR10,038$923Kshares
PRXGPRAXIS FDS17,411$636Kshares
IPKWINVESCO EXCH TRADED FD TR II9,124$507Kshares
QVMTINVESCO EXCH TRADED FD TR II5,235$299Kshares
AVIVAMERICAN CENTY ETF TR4,001$285Kshares
AUGOAURA MINERALS INC3,637$183Kshares
LTHLIFE TIME GROUP HOLDINGS INC6,387$170Kshares
IGROISHARES TR1,944$161Kshares
WEBLDIREXION SHARES ETF TRUST5,518$151Kshares
AOCTINNOVATOR ETFS TRUST5,476$143Kshares
PIPRPIPER SANDLER COS420$143Kshares
SARSARATOGA INVT CORP5,973$138Kshares
CCLCARNIVAL CORP4,469$136Kshares
SNPGDBX ETF TR2,414$129Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR8,310$127Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM8,273$122Kshares
ESGFLEXSHARES TR762$121Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL256$114Kshares
XMAYFIRST TR EXCHNG TRADED FD VI3,250$113Kshares
QCJLFIRST TR EXCHNG TRADED FD VI4,750$113Kshares
TBUXT ROWE PRICE EXCHANGE-TRADED2,037$102Kshares
SIXAEXCHANGE TRADED CONCEPTS TRU1,981$98.9Kshares
CMACOMERICA INC1,081$94Kshares
TRPAHARTFORD FDS EXCHANGE TRADED2,363$91.9Kshares
DAVEDAVE INC300$66.4Kshares
PTACOHEN & STEERS TAX ADVAN PFD3,000$57.9Kshares
FUBOFUBOTV INC21,481$54.1Kshares
PSMOPACER FDS TR1,677$51.8Kshares
UJULINNOVATOR ETFS TRUST985$38.2Kshares
XSHQINVESCO EXCH TRADED FD TR II887$37.3Kshares
IMCRIMMUNOCORE HLDGS PLC1,033$35.9Kshares
WLDNWILLDAN GROUP INC307$31.8Kshares
CBTACALAMOS ETF TR1,071$29.7Kshares
GOOPKURV ETF TR730$28.5Kshares
MLRGISHARES TR280$26.4Kshares
THSTREEHOUSE FOODS INC1,102$26Kshares
FRIZFRANKLIN TEMPLETON ETF TR992$25.4Kshares
BAMDNORTHERN LTS FD TR IV831$24.9Kshares
ZEUSOLYMPIC STEEL INC556$23.8Kshares
JUNZELEVATION SERIES TRUST691$22.6Kshares
SLISTANDARD LITHIUM CORP4,975$22.2Kshares
YMAGTIDAL TRUST II1,394$19.8Kshares
ULSUL SOLUTIONS INC250$19.7Kshares
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC20,000$19.6Kprincipal
CWANCLEARWATER ANALYTICS HLDGS I771$18.6Kshares
IRETIDAL TR II DEFIANCE DAILY TAR3,000$17.8Kshares
CFOVICTORY PORTFOLIOS II236$17.4Kshares
SEIXVIRTUS ETF TR II692$16.2Kshares
NVRNVR INC2$14.6Kshares
ISDPGIM HIGH YIELD BOND FUND IN1,007$14.6Kshares
XAWPXABRDN GLOBAL PREMIER PROPERT3,328$12.8Kshares
SEPPPGIM ROCK ETF TR400$12.2Kshares
AMZPKURV ETF TR406$11.5Kshares
DOLWISDOMTREE TR166$10.9Kshares
HIHILLENBRAND INC337$10.7Kshares
JAMFJAMF HOLDING CORP814$10.6Kshares
AVSCAMERICAN CENTY ETF TR170$9.99Kshares
CINGCINGULATE INC2,275$9.87Kshares
JSMLJANUS DETROIT STR TR133$9.78Kshares
HEDJWISDOMTREE TR170$9.02Kshares
OBIOORCHESTRA BIOMED HLDGS INC1,988$8.25Kshares
CLYMCLIMB BIO INC2,000$8Kshares
NGDNEW GOLD INC805$7.01Kshares
PLYMPLYMOUTH INDUSTRIAL REIT INC303$6.64Kshares
SMRTSMARTRENT INC3,000$6.06Kshares
IVOLKRANESHARES TRUST315$6.04Kshares
FNKFIRST TR EXCHANGE-TRADED ALP107$5.95Kshares
DEFITEUCRIUM COMMODITY TR56$5.54Kshares
DFEVDIMENSIONAL ETF TRUST156$5.26Kshares
CFLTCONFLUENT INC-CLASS A169$5.11Kshares
HTUSCAPITOL SER TR125$4.96Kshares
TKRTIMKEN CO56$4.69Kshares
IATISHARES TR85$4.69Kshares
IQDGWISDOMTREE TR112$4.65Kshares
KENKENON HLDGS LTD69$4.58Kshares
MORNMORNINGSTAR INC21$4.56Kshares
SMHXVANECK ETF TRUST120$4.56Kshares
INTTINTEST CORP563$4.21Kshares
ARDCARES DYNAMIC CR ALLOCATION F311$4.13Kshares
OXLCOXFORD LANE CAP CORP279$4.09Kshares
RLTYCOHEN & STEERS REAL ESTATE O278$4.09Kshares
BRWSABA CAPITAL INCOME & OPRNT573$4.01Kshares
PAXSPIMCO ACCESS INCOME FUND261$4Kshares
METCRAMACO RES INC200$3.6Kshares
SPMCSOUND POINT MERIDIAN CAP INC252$3.47Kshares
OSONESTREAM INC172$3.16Kshares
GSSTGOLDMAN SACHS ETF TR59$2.98Kshares
EGANEGAIN CORP280$2.88Kshares
SOUXTIDAL TR II DEFIANCE DAILY TAR264$2.87Kshares
ORGNORIGIN MATLS INC (DE)13,000$2.75Kshares
RNWZELEVATION SERIES TRUST86$2.38Kshares
EYLDCAMBRIA ETF TR62$2.38Kshares
HIXWESTERN ASSET HIGH INCOM FD500$2.08Kshares
TELFYTELEFONICA SA-SPON ADR502$2.03Kshares
SRFMSURF AIR MOBILITY INC1,000$1.94Kshares
PAGSPAGSEGURO DIGITAL LTD190$1.83Kshares
GGZGABELLI GLOBAL SMALL & MID C119$1.79Kshares

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 0000810121-26-000004 base2026-05-15acceptance time not in the bulk data set