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Imprint Wealth LLC

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13F filer, CIK 1972653, MOUNT PLEASANT, SC

Imprint Wealth LLC reported $24,625,617 across 282 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 55.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010295

Period
2026-06-30
Reported value
$24.6M
Holdings
282
Top 10 weight
55.43%
New
27
Sold out
43

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+11,742$1.03M
DLNadded+5,022$484K
XOMnew+1,574$215K
IALTnew+5,019$141K
IUSBadded+2,130$98.3K

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
MUreduced-601-$694K
QUALreduced-2,657-$583K
CRHreduced-2,577-$276K
XOMexited-1,574-$267K
THROreduced-5,578-$240K

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, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010295, largest first. % of portfolio is the value over $24,625,617, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 19,098 shares; 2025Q4: 24,525 shares; 2026Q1: 40,529 shares; 2026Q2: 52,271 shares 52,271$4.59M18.65%+11,742Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 21,615 shares; 2025Q4: 23,950 shares; 2026Q1: 30,014 shares; 2026Q2: 27,725 shares 27,725$1.89M7.66%-2,289Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,766 shares; 2026Q2: 42,282 shares 42,282$1.55M6.28%+516Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,117 shares; 2025Q4: 4,708 shares; 2026Q1: 7,833 shares; 2026Q2: 12,855 shares 12,855$1.24M5.03%+5,022Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,269 shares; 2025Q4: 5,790 shares; 2026Q1: 4,889 shares; 2026Q2: 4,931 shares 4,931$987K4.01%+42Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,734 shares; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 783 shares 783$904K3.67%-601Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,457 shares; 2025Q4: 3,453 shares; 2026Q1: 2,844 shares; 2026Q2: 2,482 shares 2,482$718K2.92%-362Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,661 shares; 2025Q4: 11,789 shares; 2026Q1: 16,988 shares; 2026Q2: 13,070 shares 13,070$689K2.8%-3,918Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,208 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares; 2026Q2: 1,698 shares 1,698$607K2.46%+16Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,344 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172$480K1.95%0Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,065 shares; 2026Q2: 9,397 shares 9,397$473K1.92%-668Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,633 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 616 shares 616$470K1.91%-200Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,385 shares; 2025Q4: 762 shares; 2026Q1: 771 shares; 2026Q2: 773 shares 773$435K1.77%+2Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,364 shares; 2025Q4: 3,162 shares; 2026Q1: 5,715 shares; 2026Q2: 7,176 shares 7,176$428K1.74%+1,461Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,225 shares; 2025Q4: 1,129 shares; 2026Q1: 1,102 shares; 2026Q2: 804 shares 804$384K1.56%-298Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,004 shares; 2025Q4: 1,777 shares; 2026Q1: 1,574 shares; 2026Q2: 1,589 shares 1,589$379K1.54%+15Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,330 shares; 2025Q4: 1,157 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122$367K1.49%0Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,421 shares; 2025Q4: 9,042 shares; 2026Q1: 13,988 shares; 2026Q2: 8,410 shares 8,410$363K1.47%-5,578Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,583 shares; 2025Q4: 1,910 shares; 2026Q1: 1,849 shares; 2026Q2: 1,838 shares 1,838$305K1.24%-11Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,913 shares; 2025Q4: 2,014 shares; 2026Q1: 418 shares; 2026Q2: 426 shares 426$293K1.19%+8Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,604 shares; 2025Q4: 2,302 shares; 2026Q1: 2,302 shares; 2026Q2: 2,302 shares 2,302$272K1.1%0Timeline
IMMXIMMIX BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 67,423 shares; 2025Q4: 20,009 shares; 2026Q1: 31,248 shares; 2026Q2: 26,233 shares 26,233$270K1.1%-5,015Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,842 shares; 2025Q4: 2,504 shares; 2026Q1: 2,359 shares; 2026Q2: 2,341 shares 2,341$265K1.08%-18Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,368 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 1,756 shares 1,756$242K0.98%-161Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,586 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774$218K0.88%0Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,574 shares 1,574$215K0.87%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 830 shares; 2025Q4: 1,492 shares; 2026Q1: 1,648 shares; 2026Q2: 1,761 shares 1,761$192K0.78%+113Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,014 shares; 2025Q4: 5,604 shares; 2026Q1: 7,414 shares; 2026Q2: 7,941 shares 7,941$181K0.73%+527Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,994 shares; 2025Q4: 3,154 shares; 2026Q1: 3,154 shares; 2026Q2: 3,154 shares 3,154$177K0.72%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 21 shares; 2025Q4: 150 shares; 2026Q1: 2,379 shares; 2026Q2: 2,396 shares 2,396$171K0.69%+17Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,876 shares; 2025Q4: 3,343 shares; 2026Q1: 2,932 shares; 2026Q2: 2,932 shares 2,932$167K0.68%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 752 shares; 2025Q4: 389 shares; 2026Q1: 376 shares; 2026Q2: 370 shares 370$156K0.63%-6Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 836 shares; 2026Q1: 3,012 shares; 2026Q2: 1,311 shares 1,311$151K0.61%-1,701Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 531 shares; 2025Q4: 2,765 shares; 2026Q1: 2,978 shares; 2026Q2: 3,098 shares 3,098$145K0.59%+120Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,020 shares; 2025Q4: 2,443 shares; 2026Q1: 3,312 shares; 2026Q2: 655 shares 655$144K0.58%-2,657Timeline
IALTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,019 shares 5,019$141K0.57%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 755 shares; 2025Q4: 503 shares; 2026Q1: 325 shares; 2026Q2: 340 shares 340$127K0.52%+15Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 974 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487$115K0.47%0Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,661 shares; 2025Q4: 3,417 shares; 2026Q1: 3,822 shares; 2026Q2: 4,235 shares 4,235$111K0.45%+413Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 908 shares; 2025Q4: 1,609 shares; 2026Q1: 3,022 shares; 2026Q2: 3,280 shares 3,280$109K0.44%+258Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 186 shares; 2025Q4: 106 shares; 2026Q1: 88 shares; 2026Q2: 91 shares 91$109K0.44%+3Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,382 shares; 2025Q4: 2,192 shares; 2026Q1: 2,317 shares; 2026Q2: 2,072 shares 2,072$108K0.44%-245Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 2,155 shares 2,155$99.5K0.4%+2,130Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 597 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 266 shares 266$99.4K0.4%-10Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,058 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 516 shares 516$95.4K0.39%-7Timeline
INROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,934 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,408 shares 2,408$88.4K0.36%-162Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,742 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares; 2026Q2: 1,118 shares 1,118$84.7K0.34%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 337 shares; 2025Q4: 182 shares; 2026Q1: 150 shares; 2026Q2: 149 shares 149$76.5K0.31%-1Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,484 shares 1,484$74.6K0.3%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 253 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 100 shares 100$73.6K0.3%+21Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 126 shares; 2025Q4: 186 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207$73.1K0.3%0Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 701 shares; 2026Q1: 750 shares; 2026Q2: 770 shares 770$68.3K0.28%+20Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 116 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58$68.1K0.28%0Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,523 shares; 2025Q4: 1,766 shares; 2026Q1: 1,618 shares; 2026Q2: 1,006 shares 1,006$67.8K0.28%-612Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,082 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041$65.5K0.27%0Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,945 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723$63.6K0.26%0Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,394 shares; 2025Q4: 697 shares; 2026Q1: 697 shares; 2026Q2: 697 shares 697$63.1K0.26%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 352 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176$60K0.24%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,889 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 770 shares 770$58.9K0.24%-66Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 274 shares; 2025Q4: 240 shares; 2026Q1: 145 shares; 2026Q2: 154 shares 154$58.2K0.24%+9Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,046 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 932 shares 932$55.6K0.23%-50Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 256 shares; 2025Q4: 290 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195$49.5K0.2%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,148 shares; 2025Q4: 2,094 shares; 2026Q1: 931 shares; 2026Q2: 1,152 shares 1,152$46.1K0.19%+221Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418$42.7K0.17%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 750 shares; 2025Q4: 541 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476$38.7K0.16%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 198 shares; 2025Q4: 173 shares; 2026Q1: 145 shares; 2026Q2: 142 shares 142$38.4K0.16%-3Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 72 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36$34.7K0.14%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317$31.6K0.13%0Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares; 2026Q2: 1,398 shares 1,398$31.2K0.13%0Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429$31.1K0.13%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,396 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 248 shares 248$30.9K0.13%-186Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,928 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 972 shares 972$29.2K0.12%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149$28K0.11%0Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 506 shares; 2025Q4: 535 shares; 2026Q1: 583 shares; 2026Q2: 594 shares 594$27.8K0.11%+11Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 245 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 80 shares 80$27.4K0.11%-10Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares 925$26.2K0.11%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 39 shares; 2026Q2: 48 shares 48$25.1K0.1%+9Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 286 shares; 2025Q4: 210 shares; 2026Q1: 172 shares; 2026Q2: 166 shares 166$24.3K0.1%-6Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 121 shares 121$23.7K0.1%-77Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$23.5K0.1%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 98 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54$23.4K0.1%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares; 2026Q2: 737 shares 737$23.4K0.09%+6Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 174 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87$22.2K0.09%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 901 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 521 shares 521$22.1K0.09%-22Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,103 shares; 2026Q2: 712 shares 712$21.9K0.09%-4,391Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138$20.4K0.08%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173$20.3K0.08%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71 shares 71$19.9K0.08%newTimeline
VZLAVIZSLA SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,739 shares 5,739$18.9K0.08%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 222 shares; 2025Q4: 179 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133$18K0.07%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 618 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331$17.9K0.07%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 114 shares; 2025Q4: 80 shares; 2026Q1: 61 shares; 2026Q2: 52 shares 52$17.8K0.07%-9Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,292 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 335 shares 335$17.4K0.07%-19Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23$17.2K0.07%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 103 shares; 2025Q4: 89 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40$17K0.07%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95$17K0.07%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 209 shares; 2025Q4: 112 shares; 2026Q1: 83 shares; 2026Q2: 85 shares 85$16.1K0.07%+2Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 86 shares; 2025Q4: 59 shares; 2026Q1: 42 shares; 2026Q2: 47 shares 47$16K0.07%+5Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 39 shares; 2025Q4: 23 shares; 2026Q1: 18 shares; 2026Q2: 17 shares 17$15.9K0.06%-1Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 90 shares; 2025Q4: 162 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181$15.9K0.06%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176$15.8K0.06%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 326 shares; 2025Q4: 88 shares; 2026Q1: 97 shares; 2026Q2: 89 shares 89$15.7K0.06%-8Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 207 shares; 2025Q4: 131 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130$15.5K0.06%0Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,728 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114$14.9K0.06%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$14.8K0.06%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34$14.5K0.06%newTimeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86$14K0.06%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 484 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153$14K0.06%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 682 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308$14K0.06%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 458 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88$14K0.06%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 606 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270$13.7K0.06%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 318 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107$13.5K0.05%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 694 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159$13.2K0.05%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 132 shares; 2025Q4: 121 shares; 2026Q1: 50 shares; 2026Q2: 44 shares 44$13.1K0.05%-6Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,302 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares 297$13.1K0.05%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 188 shares; 2025Q4: 169 shares; 2026Q1: 77 shares; 2026Q2: 85 shares 85$12.9K0.05%+8Timeline
HUMAHUMACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18,908 shares; 2025Q4: 16,363 shares; 2026Q1: 16,363 shares; 2026Q2: 16,363 shares 16,363$12.8K0.05%0Timeline
HYMCHYCROFT MINING HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530$12.4K0.05%newTimeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,165 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581$12.4K0.05%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269 shares 269$12K0.05%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 58 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16$12K0.05%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 184 shares; 2025Q4: 85 shares; 2026Q1: 75 shares; 2026Q2: 81 shares 81$11.9K0.05%+6Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 72 shares; 2025Q4: 61 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35$11.8K0.05%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 485 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128$11.8K0.05%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 100 shares; 2025Q4: 244 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121$11.6K0.05%0Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,356 shares; 2025Q4: 2,678 shares; 2026Q1: 2,678 shares; 2026Q2: 101 shares 101$10.8K0.04%-2,577Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 45 shares; 2025Q4: 1,106 shares; 2026Q1: 996 shares; 2026Q2: 44 shares 44$9.99K0.04%-952Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 322 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127$9.94K0.04%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 80 shares; 2025Q4: 125 shares; 2026Q1: 46 shares; 2026Q2: 39 shares 39$9.81K0.04%-7Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 124 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32$9.7K0.04%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 278 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82$9.63K0.04%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$9.54K0.04%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 427 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211$9.52K0.04%0Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 508 shares 508$9.47K0.04%-20Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 94 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47$9.16K0.04%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9$9.1K0.04%0Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 32 shares; 2025Q4: 128 shares; 2026Q1: 80 shares; 2026Q2: 73 shares 73$8.89K0.04%-7Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 89 shares; 2025Q4: 43 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32$8.7K0.04%0Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 712 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186$8.56K0.03%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62$8.47K0.03%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 104 shares 104$8.38K0.03%+103Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 68 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34$8.37K0.03%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 341 shares; 2025Q4: 1,039 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139$7.85K0.03%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57$7.73K0.03%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 206 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103$7.66K0.03%0Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425$7.6K0.03%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$7.41K0.03%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 83 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 21 shares 21$7.41K0.03%-5Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 34 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17$6.75K0.03%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 370 shares; 2025Q4: 222 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80$6.61K0.03%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 306 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151$6.43K0.03%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 80 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28$6.26K0.03%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 96 shares; 2025Q4: 47 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15$6.23K0.03%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 234 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 48 shares 48$6.17K0.03%-10Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 112 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39$6.05K0.02%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 84 shares; 2025Q4: 86 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42$6.01K0.02%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 89 shares; 2025Q4: 39 shares; 2026Q1: 26 shares; 2026Q2: 16 shares 16$6K0.02%-10Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 308 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 43 shares 43$5.88K0.02%-180Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51$5.86K0.02%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95$5.84K0.02%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 839 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237$5.82K0.02%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 104 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32$5.79K0.02%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6$5.77K0.02%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 172 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45$5.75K0.02%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 142 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45$5.68K0.02%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16 shares; 2025Q4: 36 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11$5.51K0.02%0Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46$5.28K0.02%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,557 shares; 2025Q4: 1,901 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14$5.12K0.02%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 54 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17$4.98K0.02%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22$4.93K0.02%newTimeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97$4.9K0.02%0Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 96 shares; 2025Q4: 57 shares; 2026Q1: 43 shares; 2026Q2: 29 shares 29$4.86K0.02%-14Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22$4.86K0.02%newTimeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 342 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171$4.68K0.02%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 227 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45$4.66K0.02%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 30 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9$4.58K0.02%0Timeline
SNTHTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 302 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151$4.49K0.02%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 1 shares; 2026Q2: 25 shares 25$4.46K0.02%+24Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 84 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23$4.44K0.02%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 446 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91$4.42K0.02%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 327 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 60 shares 60$4.33K0.02%+27Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,250 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85$4.31K0.02%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 190 shares; 2025Q4: 165 shares; 2026Q1: 89 shares; 2026Q2: 74 shares 74$4.28K0.02%-15Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 62 shares; 2025Q4: 32 shares; 2026Q1: 23 shares; 2026Q2: 19 shares 19$4.2K0.02%-4Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 68 shares; 2025Q4: 63 shares; 2026Q1: 21 shares; 2026Q2: 15 shares 15$4.18K0.02%-6Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22$4.17K0.02%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 222 shares; 2025Q4: 96 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40$4.16K0.02%0Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: not reported; 2026Q2: 51 shares 51$4.13K0.02%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 86 shares; 2025Q4: 44 shares; 2026Q1: 24 shares; 2026Q2: 18 shares 18$4.03K0.02%-6Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 197 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94$4.01K0.02%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 114 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 44 shares 44$3.99K0.02%-8Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$3.96K0.02%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 142 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71$3.94K0.02%0Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 116 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65$3.89K0.02%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 71 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36$3.68K0.01%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 131 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24$3.63K0.01%0Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3$3.58K0.01%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 74 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37$3.5K0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7$3.48K0.01%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16$3.35K0.01%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 56 shares; 2025Q4: 43 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15$3.34K0.01%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 326 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31$3.34K0.01%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 84 shares; 2025Q4: 51 shares; 2026Q1: 28 shares; 2026Q2: 14 shares 14$3.21K0.01%-14Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 3 shares 3$3.13K0.01%-1Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 4 shares; 2026Q2: 6 shares 6$3.11K0.01%+2Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30$3K0.01%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 30 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15$2.92K0.01%0Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140$2.6K0.01%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12$2.55K0.01%newTimeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11$2.5K0.01%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$2.46K0.01%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 172 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34$2.44K0.01%0Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113$2.3K0.01%0Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117$2.29K0.01%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 60 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 13 shares 13$2.21K0.01%-6Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 128 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22$2.21K0.01%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 182 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 30 shares 30$2.2K0.01%-25Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$2.15K0.01%0Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 90 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44$2.09K0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 30 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 5 shares 5$2.08K0.01%-2Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 28 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6$2.03K0.01%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$1.99K0.01%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 114 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57$1.98K0.01%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2$1.96K0.01%newTimeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 230 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 60 shares 60$1.9K0.01%-25Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9$1.84K0.01%0Timeline
SPYHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33$1.84K0.01%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$1.76K0.01%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21$1.7K0.01%newTimeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9 shares; 2025Q4: 214 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35$1.66K0.01%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$1.65K0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 230 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47$1.64K0.01%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 39 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 13 shares 13$1.62K0.01%-4Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 100 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 22 shares 22$1.58K0.01%-7Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12 shares; 2025Q4: 35 shares; 2026Q1: 6 shares; 2026Q2: 5 shares 5$1.57K0.01%-1Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 107 shares; 2025Q4: 1,206 shares; 2026Q1: 1,941 shares; 2026Q2: 32 shares 32$1.55K0.01%-1,909Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 44 shares; 2025Q4: 24 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13$1.52K0.01%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2$1.45K0.01%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 143 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15$1.44K0.01%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 106 shares; 2026Q1: 15 shares; 2026Q2: 33 shares 33$1.41K0.01%+18Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9$1.33K0.01%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 32 shares; 2025Q4: 23 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$1.26K0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13 shares; 2025Q4: 18 shares; 2026Q1: 6 shares; 2026Q2: 3 shares 3$1.22K<0.01%-3Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 3 shares 3$1.19K<0.01%-2Timeline
CAPEDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36$1.17K<0.01%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 28 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14$1.16K<0.01%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$1.15K<0.01%0Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3$1.12K<0.01%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 27 shares; 2026Q1: 5 shares; 2026Q2: 9 shares 9$1.11K<0.01%+4Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11$1.1K<0.01%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$1.08K<0.01%0Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9$1.06K<0.01%0Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11$1.05K<0.01%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 34 shares; 2025Q4: 19 shares; 2026Q1: 12 shares; 2026Q2: 4 shares 4$1.04K<0.01%-8Timeline
VXXBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47$1.04K<0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6$1.02K<0.01%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19$1.01K<0.01%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11$975<0.01%0Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 568 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40$898<0.01%0Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 24 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12$756<0.01%0Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7$749<0.01%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8$737<0.01%newTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20$677<0.01%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 34 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4$667<0.01%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 58 shares; 2025Q4: 60 shares; 2026Q1: 17 shares; 2026Q2: 3 shares 3$655<0.01%-14Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1$641<0.01%newTimeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5$610<0.01%newTimeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4$584<0.01%newTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 26 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$570<0.01%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 15 shares; 2025Q4: 60 shares; 2026Q1: 25 shares; 2026Q2: 5 shares 5$496<0.01%-20Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 522 shares; 2025Q4: 871 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$450<0.01%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16 shares; 2025Q4: 13 shares; 2026Q1: 5 shares; 2026Q2: 1 shares 1$344<0.01%-4Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6$304<0.01%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$303<0.01%0Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7$302<0.01%newTimeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares 8$288<0.01%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$242<0.01%0Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 34 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6$237<0.01%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3$227<0.01%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 128 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 2 shares 2$173<0.01%-62Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 20 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$130<0.01%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$95<0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP1,574$267Kshares
GLDSPDR GOLD TR199$85.6Kshares
SMASMARTSTOP SELF STORAG REIT I1,250$37.9Kshares
JCPBJ P MORGAN EXCHANGE TRADED F317$14.9Kshares
JMTGJ P MORGAN EXCHANGE TRADED F201$10.3Kshares
HONHONEYWELL INTL INC45$10.2Kshares
DDDUPONT DE NEMOURS INC172$7.88Kshares
MPWRMONOLITHIC PWR SYS INC5$5.47Kshares
MRVLMARVELL TECHNOLOGY INC41$4.06Kshares
ABNBAIRBNB INC28$3.54Kshares
WSTWEST PHARMACEUTICAL SVSC INC12$3.01Kshares
KLACKLA CORP2$2.94Kshares
KKRKKR & CO INC31$2.87Kshares
DDOGDATADOG INC21$2.48Kshares
DHRDANAHER CORP DEL12$2.27Kshares
CASYCASEYS GEN STORES INC3$2.18Kshares
ARESARES MANAGEMENT CORPORATION20$2.18Kshares
VRSKVERISK ANALYTICS INC11$2.09Kshares
ATOATMOS ENERGY CORP11$2.03Kshares
FASTFASTENAL CO36$1.67Kshares
CMGCHIPOTLE MEXICAN GRILL INC52$1.67Kshares
DTDYNATRACE INC42$1.55Kshares
RSGREPUBLIC SVCS INC7$1.53Kshares
VLTOVERALTO CORP17$1.5Kshares
WSOWATSCO INC4$1.46Kshares
SNASNAP ON INC4$1.45Kshares
CTVACORTEVA INC17$1.42Kshares
NDAQNASDAQ INC15$1.27Kshares
EFXEQUIFAX INC7$1.26Kshares
SHOPSHOPIFY INC10$1.19Kshares
EOGEOG RES INC8$1.16Kshares
IOTSAMSARA INC35$1.11Kshares
STESTERIS PLC5$1.11Kshares
AWKAMERICAN WTR WKS CO INC NEW8$1.09Kshares
SNOWSNOWFLAKE INC7$1.06Kshares
SPOTSPOTIFY TECHNOLOGY S A2$970shares
JKHYHENRY JACK & ASSOC INC6$948shares
ITWILLINOIS TOOL WKS INC3$781shares
MKCMCCORMICK & CO INC15$757shares
TRITHOMSON REUTERS CORP8$720shares
BRBROADRIDGE FINL SOLUTIONS IN4$650shares
TTDTHE TRADE DESK INC24$545shares
POOLPOOL CORP2$405shares

How Q2 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 0001214659-26-010295 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-010295 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001214659-26-006358 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001214659-26-001921 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001214659-25-016711 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001951757-24-000451 Quarter ended 2024-03-312024-05-10acceptance time not in the bulk data set
13F-HR 0001951757-24-000172 Quarter ended 2023-12-312024-01-30acceptance time not in the bulk data set
13F-HR 0001951757-23-000705 Quarter ended 2023-09-302023-11-15acceptance time not in the bulk data set
13F-HR/A 0001951757-23-000515 Quarter ended 2023-06-302023-08-17acceptance time not in the bulk data set
13F-HR 0001951757-23-000513 Quarter ended 2023-06-302023-08-15acceptance time not in the bulk data set
13F-HR 0001951757-23-000312 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set