IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,297 shares; 2025Q1: 76,945 shares; 2025Q2: 78,555 shares; 2025Q3: 78,646 shares; 2025Q4: 79,020 shares; 2026Q1: 80,501 shares; 2026Q2: 80,652 shares 80,652 $7.93M 5.1% +151 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78,597 shares; 2025Q1: 80,098 shares; 2025Q2: 82,303 shares; 2025Q3: 83,020 shares; 2025Q4: 83,657 shares; 2026Q1: 84,934 shares; 2026Q2: 85,523 shares 85,523 $7.81M 5.03% +589 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,024 shares; 2025Q1: 108,898 shares; 2025Q2: 112,232 shares; 2025Q3: 113,133 shares; 2025Q4: 113,619 shares; 2026Q1: 115,493 shares; 2026Q2: 115,986 shares 115,986 $7.6M 4.89% +493 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103,437 shares; 2025Q1: 106,947 shares; 2025Q2: 111,067 shares; 2025Q3: 112,303 shares; 2025Q4: 113,028 shares; 2026Q1: 115,584 shares; 2026Q2: 116,107 shares 116,107 $6.99M 4.49% +523 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,839 shares; 2025Q1: 42,630 shares; 2025Q2: 44,691 shares; 2025Q3: 45,109 shares; 2025Q4: 45,595 shares; 2026Q1: 46,159 shares; 2026Q2: 45,186 shares 45,186 $6.61M 4.25% -973 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,216 shares; 2025Q1: 66,304 shares; 2025Q2: 68,347 shares; 2025Q3: 67,788 shares; 2025Q4: 53,924 shares; 2026Q1: 52,828 shares; 2026Q2: 52,862 shares 52,862 $6.19M 3.98% +34 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150,474 shares; 2025Q1: 150,573 shares; 2025Q2: 161,139 shares; 2025Q3: 157,156 shares; 2025Q4: 111,297 shares; 2026Q1: 89,244 shares; 2026Q2: 90,144 shares 90,144 $4.92M 3.17% +900 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83,459 shares; 2025Q1: 85,241 shares; 2025Q2: 89,901 shares; 2025Q3: 95,178 shares; 2025Q4: 101,835 shares; 2026Q1: 105,919 shares; 2026Q2: 108,249 shares 108,249 $4.92M 3.17% +2,330 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 97,668 shares; 2025Q1: 98,597 shares; 2025Q2: 101,822 shares; 2025Q3: 102,240 shares; 2025Q4: 102,688 shares; 2026Q1: 102,207 shares; 2026Q2: 102,597 shares 102,597 $4.41M 2.84% +390 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,064 shares; 2025Q1: 54,531 shares; 2025Q2: 56,034 shares; 2025Q3: 56,254 shares; 2025Q4: 55,982 shares; 2026Q1: 55,811 shares; 2026Q2: 55,971 shares 55,971 $4.38M 2.82% +160 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,028 shares; 2026Q1: 98,778 shares; 2026Q2: 103,574 shares 103,574 $4.24M 2.73% +4,796 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,397 shares; 2025Q1: 12,717 shares; 2025Q2: 12,970 shares; 2025Q3: 12,414 shares; 2025Q4: 12,263 shares; 2026Q1: 11,622 shares; 2026Q2: 36,517 shares 36,517 $3.7M 2.38% +24,895 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 448,260 shares; 2025Q1: 448,277 shares; 2025Q2: 446,939 shares; 2025Q3: 448,581 shares; 2025Q4: 443,439 shares; 2026Q1: 443,439 shares; 2026Q2: 443,439 shares 443,439 $3.5M 2.25% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,023 shares; 2025Q1: 38,918 shares; 2025Q2: 41,616 shares; 2025Q3: 42,060 shares; 2025Q4: 41,267 shares; 2026Q1: 39,828 shares; 2026Q2: 39,829 shares 39,829 $3.07M 1.97% +1 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,697 shares; 2025Q1: 35,874 shares; 2025Q2: 38,462 shares; 2025Q3: 39,293 shares; 2025Q4: 38,460 shares; 2026Q1: 37,105 shares; 2026Q2: 37,097 shares 37,097 $2.9M 1.87% -8 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,498 shares; 2025Q1: 54,211 shares; 2025Q2: 58,260 shares; 2025Q3: 59,947 shares; 2025Q4: 61,863 shares; 2026Q1: 65,234 shares; 2026Q2: 65,909 shares 65,909 $2.84M 1.83% +675 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,357 shares; 2025Q1: 6,640 shares; 2025Q2: 10,693 shares; 2025Q3: 10,832 shares; 2025Q4: 9,965 shares; 2026Q1: 9,969 shares; 2026Q2: 9,691 shares 9,691 $2.8M 1.8% -278 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,745 shares 53,745 $2.62M 1.68% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,747 shares; 2025Q4: 55,718 shares; 2026Q1: 67,364 shares; 2026Q2: 69,457 shares 69,457 $2.54M 1.63% +2,093 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,843 shares; 2025Q1: 41,835 shares; 2025Q2: 43,949 shares; 2025Q3: 45,937 shares; 2025Q4: 47,082 shares; 2026Q1: 48,126 shares; 2026Q2: 48,831 shares 48,831 $2.47M 1.59% +705 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,842 shares; 2025Q1: 18,883 shares; 2025Q2: 19,151 shares; 2025Q3: 18,603 shares; 2025Q4: 18,202 shares; 2026Q1: 17,806 shares; 2026Q2: 19,071 shares 19,071 $2.16M 1.39% +1,265 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,853 shares; 2026Q1: 47,788 shares; 2026Q2: 52,653 shares 52,653 $2.07M 1.33% +4,865 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,528 shares; 2025Q1: 14,034 shares; 2025Q2: 13,895 shares; 2025Q3: 13,533 shares; 2025Q4: 11,749 shares; 2026Q1: 11,529 shares; 2026Q2: 11,556 shares 11,556 $1.89M 1.22% +27 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,993 shares; 2025Q1: 40,764 shares; 2025Q2: 41,870 shares; 2025Q3: 42,225 shares; 2025Q4: 39,784 shares; 2026Q1: 25,691 shares; 2026Q2: 24,795 shares 24,795 $1.87M 1.2% -896 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,918 shares; 2025Q2: 7,801 shares; 2025Q3: 7,965 shares; 2025Q4: 6,339 shares; 2026Q1: 5,900 shares; 2026Q2: 5,670 shares 5,670 $1.72M 1.1% -230 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,478 shares; 2025Q1: 43,087 shares; 2025Q2: 46,835 shares; 2025Q3: 48,401 shares; 2025Q4: 49,278 shares; 2026Q1: 48,626 shares; 2026Q2: 49,938 shares 49,938 $1.61M 1.04% +1,312 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,826 shares; 2025Q1: 44,478 shares; 2025Q2: 49,231 shares; 2025Q3: 54,926 shares; 2025Q4: 55,193 shares; 2026Q1: 56,231 shares; 2026Q2: 57,742 shares 57,742 $1.61M 1.03% +1,511 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,085 shares; 2025Q1: 2,366 shares; 2025Q2: 2,261 shares; 2025Q3: 2,191 shares; 2025Q4: 2,121 shares; 2026Q1: 2,099 shares; 2026Q2: 2,086 shares 2,086 $1.54M 0.99% -13 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,105 shares; 2025Q1: 11,163 shares; 2025Q2: 11,630 shares; 2025Q3: 11,750 shares; 2025Q4: 11,656 shares; 2026Q1: 12,326 shares; 2026Q2: 13,631 shares 13,631 $1.49M 0.96% +1,305 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,731 shares; 2025Q1: 2,518 shares; 2025Q2: 5,000 shares; 2025Q3: 4,802 shares; 2025Q4: 4,272 shares; 2026Q1: 4,319 shares; 2026Q2: 4,307 shares 4,307 $1.41M 0.91% -12 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,501 shares; 2025Q1: 12,555 shares; 2025Q2: 12,576 shares; 2025Q3: 12,425 shares; 2025Q4: 12,353 shares; 2026Q1: 12,399 shares; 2026Q2: 12,668 shares 12,668 $1.3M 0.84% +269 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,966 shares; 2025Q1: 9,997 shares; 2025Q2: 9,995 shares; 2025Q3: 9,882 shares; 2025Q4: 9,504 shares; 2026Q1: 9,534 shares; 2026Q2: 9,595 shares 9,595 $1.26M 0.81% +61 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,986 shares; 2025Q1: 6,000 shares; 2025Q2: 6,019 shares; 2025Q3: 5,834 shares; 2025Q4: 5,641 shares; 2026Q1: 5,654 shares; 2026Q2: 5,664 shares 5,664 $1.24M 0.8% +10 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,065 shares; 2025Q1: 8,097 shares; 2025Q2: 8,133 shares; 2025Q3: 8,002 shares; 2025Q4: 7,758 shares; 2026Q1: 7,789 shares; 2026Q2: 7,823 shares 7,823 $1.24M 0.8% +34 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,057 shares; 2025Q1: 15,024 shares; 2025Q2: 16,741 shares; 2025Q3: 16,556 shares; 2025Q4: 16,491 shares; 2026Q1: 15,998 shares; 2026Q2: 16,049 shares 16,049 $1.22M 0.78% +51 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,099 shares; 2025Q1: 11,188 shares; 2025Q2: 11,301 shares; 2025Q3: 11,197 shares; 2025Q4: 21,822 shares; 2026Q1: 21,964 shares; 2026Q2: 22,119 shares 22,119 $1.17M 0.76% +155 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,974 shares 3,974 $1.15M 0.74% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,923 shares; 2026Q2: 27,834 shares 27,834 $1.1M 0.71% +1,911 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,442 shares; 2025Q1: 6,610 shares; 2025Q2: 5,071 shares; 2025Q3: 3,994 shares; 2025Q4: 3,508 shares; 2026Q1: 3,498 shares; 2026Q2: 2,905 shares 2,905 $1.1M 0.71% -593 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,090 shares; 2025Q1: 3,174 shares; 2025Q2: 7,191 shares; 2025Q3: 7,677 shares; 2025Q4: 7,812 shares; 2026Q1: 7,981 shares; 2026Q2: 8,085 shares 8,085 $1.09M 0.7% +104 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,083 shares; 2025Q1: 3,060 shares; 2025Q2: 3,183 shares; 2025Q3: 2,764 shares; 2025Q4: 2,700 shares; 2026Q1: 2,754 shares; 2026Q2: 2,810 shares 2,810 $1.05M 0.67% +56 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,479 shares; 2025Q1: 3,466 shares; 2025Q2: 3,545 shares; 2025Q3: 3,440 shares; 2025Q4: 3,415 shares; 2026Q1: 3,500 shares; 2026Q2: 3,425 shares 3,425 $1.02M 0.66% -75 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 933 shares 933 $944K 0.61% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,391 shares; 2025Q1: 8,883 shares; 2025Q2: 9,647 shares; 2025Q3: 9,722 shares; 2025Q4: 9,518 shares; 2026Q1: 9,696 shares; 2026Q2: 9,738 shares 9,738 $903K 0.58% +42 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,140 shares; 2025Q1: 2,256 shares; 2025Q2: 2,583 shares; 2025Q3: 2,529 shares; 2025Q4: 2,411 shares; 2026Q1: 2,374 shares; 2026Q2: 2,053 shares 2,053 $816K 0.52% -321 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,875 shares; 2025Q1: 7,912 shares; 2025Q2: 7,951 shares; 2025Q3: 7,845 shares; 2025Q4: 15,519 shares; 2026Q1: 15,586 shares; 2026Q2: 15,645 shares 15,645 $795K 0.51% +59 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,984 shares; 2025Q1: 5,989 shares; 2025Q2: 6,344 shares; 2025Q3: 6,425 shares; 2025Q4: 6,438 shares; 2026Q1: 7,030 shares; 2026Q2: 7,119 shares 7,119 $768K 0.49% +89 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,405 shares; 2025Q1: 3,259 shares; 2025Q2: 3,299 shares; 2025Q3: 3,280 shares; 2025Q4: 3,359 shares; 2026Q1: 3,470 shares; 2026Q2: 3,412 shares 3,412 $761K 0.49% -58 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,105 shares; 2025Q1: 2,078 shares; 2025Q2: 2,172 shares; 2025Q3: 2,177 shares; 2025Q4: 2,133 shares; 2026Q1: 2,158 shares; 2026Q2: 2,057 shares 2,057 $745K 0.48% -101 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,462 shares; 2025Q1: 3,557 shares; 2025Q2: 3,750 shares; 2025Q3: 3,652 shares; 2025Q4: 3,498 shares; 2026Q1: 3,165 shares; 2026Q2: 2,969 shares 2,969 $731K 0.47% -196 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,401 shares 8,401 $702K 0.45% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,057 shares; 2025Q1: 2,871 shares; 2025Q2: 2,988 shares; 2025Q3: 2,975 shares; 2025Q4: 2,940 shares; 2026Q1: 2,998 shares; 2026Q2: 2,929 shares 2,929 $697K 0.45% -69 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,784 shares; 2025Q1: 5,898 shares; 2025Q2: 6,725 shares; 2025Q3: 7,330 shares; 2025Q4: 7,569 shares; 2026Q1: 7,814 shares; 2026Q2: 7,777 shares 7,777 $676K 0.43% -37 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,779 shares; 2025Q1: 4,778 shares; 2025Q2: 4,700 shares; 2025Q3: 4,365 shares; 2025Q4: 4,308 shares; 2026Q1: 4,238 shares; 2026Q2: 4,259 shares 4,259 $673K 0.43% +21 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,221 shares; 2025Q1: 2,201 shares; 2025Q2: 2,336 shares; 2025Q3: 2,369 shares; 2025Q4: 2,430 shares; 2026Q1: 2,462 shares; 2026Q2: 2,475 shares 2,475 $673K 0.43% +13 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,395 shares; 2025Q1: 6,259 shares; 2025Q2: 5,559 shares; 2025Q3: 5,647 shares; 2025Q4: 5,417 shares; 2026Q1: 5,214 shares; 2026Q2: 4,921 shares 4,921 $673K 0.43% -293 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,782 shares; 2025Q1: 3,794 shares; 2025Q2: 3,813 shares; 2025Q3: 3,656 shares; 2025Q4: 3,570 shares; 2026Q1: 3,580 shares; 2026Q2: 3,589 shares 3,589 $665K 0.43% +9 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,238 shares; 2025Q2: 4,679 shares; 2025Q3: 5,575 shares; 2025Q4: 5,670 shares; 2026Q1: 6,198 shares; 2026Q2: 6,159 shares 6,159 $662K 0.43% -39 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 1,889 shares; 2025Q2: 1,918 shares; 2025Q3: 1,905 shares; 2025Q4: 1,866 shares; 2026Q1: 1,911 shares; 2026Q2: 1,915 shares 1,915 $657K 0.42% +4 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,381 shares; 2025Q1: 9,445 shares; 2025Q2: 10,212 shares; 2025Q3: 10,760 shares; 2025Q4: 11,160 shares; 2026Q1: 11,131 shares; 2026Q2: 10,857 shares 10,857 $626K 0.4% -274 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,334 shares; 2025Q4: 1,225 shares; 2026Q1: 1,226 shares; 2026Q2: 7,061 shares 7,061 $608K 0.39% +5,835 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,604 shares; 2025Q1: 25,024 shares; 2025Q2: 26,221 shares; 2025Q3: 29,683 shares; 2025Q4: 30,716 shares; 2026Q1: 29,823 shares; 2026Q2: 25,196 shares 25,196 $602K 0.39% -4,627 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 992 shares; 2025Q1: 993 shares; 2025Q2: 996 shares; 2025Q3: 999 shares; 2025Q4: 829 shares; 2026Q1: 799 shares; 2026Q2: 802 shares 802 $600K 0.39% +3 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 947 shares; 2025Q2: 1,097 shares; 2025Q3: 1,141 shares; 2025Q4: 1,161 shares; 2026Q1: 1,157 shares; 2026Q2: 1,168 shares 1,168 $595K 0.38% +11 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 713 shares; 2025Q1: 716 shares; 2025Q2: 719 shares; 2025Q3: 666 shares; 2025Q4: 575 shares; 2026Q1: 558 shares; 2026Q2: 545 shares 545 $580K 0.37% -13 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,733 shares; 2025Q1: 1,709 shares; 2025Q2: 1,543 shares; 2025Q3: 1,334 shares; 2025Q4: 974 shares; 2026Q1: 789 shares; 2026Q2: 776 shares 776 $579K 0.37% -13 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,537 shares; 2025Q1: 5,566 shares; 2025Q2: 6,282 shares; 2025Q3: 6,399 shares; 2025Q4: 6,403 shares; 2026Q1: 6,547 shares; 2026Q2: 6,518 shares 6,518 $572K 0.37% -29 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,966 shares; 2025Q1: 3,935 shares; 2025Q2: 4,246 shares; 2025Q3: 4,512 shares; 2025Q4: 4,445 shares; 2026Q1: 4,512 shares; 2026Q2: 4,368 shares 4,368 $567K 0.36% -144 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares; 2026Q2: 1,125 shares 1,125 $563K 0.36% -945 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: 3,698 shares; 2026Q1: 4,634 shares; 2026Q2: 5,045 shares 5,045 $554K 0.36% +411 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $534K 0.34% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,038 shares; 2025Q1: 3,661 shares; 2025Q2: 3,980 shares; 2025Q3: 3,920 shares; 2025Q4: 3,902 shares; 2026Q1: 3,894 shares; 2026Q2: 3,993 shares 3,993 $529K 0.34% +99 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,655 shares; 2025Q4: 9,143 shares; 2026Q1: 9,359 shares; 2026Q2: 10,038 shares 10,038 $528K 0.34% +679 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,542 shares; 2025Q1: 10,542 shares; 2025Q2: 10,723 shares; 2025Q3: 10,464 shares; 2025Q4: 10,369 shares; 2026Q1: 10,369 shares; 2026Q2: 10,525 shares 10,525 $522K 0.34% +156 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,471 shares; 2026Q1: 8,512 shares; 2026Q2: 8,760 shares 8,760 $490K 0.32% +248 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,058 shares; 2026Q1: 4,693 shares; 2026Q2: 5,048 shares 5,048 $482K 0.31% +355 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,407 shares; 2025Q1: 6,471 shares; 2025Q2: 6,550 shares; 2025Q3: 6,131 shares; 2025Q4: 5,233 shares; 2026Q1: 4,911 shares; 2026Q2: 4,890 shares 4,890 $480K 0.31% -21 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,356 shares; 2025Q1: 3,333 shares; 2025Q2: 3,596 shares; 2025Q3: 3,595 shares; 2025Q4: 3,434 shares; 2026Q1: 3,500 shares; 2026Q2: 3,633 shares 3,633 $478K 0.31% +133 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,747 shares; 2025Q1: 5,792 shares; 2025Q2: 5,961 shares; 2025Q3: 5,851 shares; 2025Q4: 5,952 shares; 2026Q1: 6,101 shares; 2026Q2: 6,015 shares 6,015 $471K 0.3% -86 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares; 2026Q2: 3,221 shares 3,221 $461K 0.3% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,418 shares; 2025Q1: 4,341 shares; 2025Q2: 4,479 shares; 2025Q3: 4,592 shares; 2025Q4: 4,642 shares; 2026Q1: 4,686 shares; 2026Q2: 4,837 shares 4,837 $439K 0.28% +151 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,121 shares; 2025Q1: 15,137 shares; 2025Q2: 15,152 shares; 2025Q3: 14,389 shares; 2025Q4: 14,403 shares; 2026Q1: 13,025 shares; 2026Q2: 12,530 shares 12,530 $424K 0.27% -495 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 772 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 718 shares; 2025Q4: 457 shares; 2026Q1: 453 shares; 2026Q2: 3,499 shares 3,499 $418K 0.27% +3,046 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,319 shares; 2025Q1: 5,342 shares; 2025Q2: 5,377 shares; 2025Q3: 5,397 shares; 2025Q4: 5,239 shares; 2026Q1: 5,262 shares; 2026Q2: 5,302 shares 5,302 $410K 0.26% +40 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,360 shares; 2025Q1: 1,366 shares; 2025Q2: 1,373 shares; 2025Q3: 1,338 shares; 2025Q4: 1,286 shares; 2026Q1: 1,276 shares; 2026Q2: 5,018 shares 5,018 $404K 0.26% +3,742 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 411 shares 411 $384K 0.25% -300 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,865 shares; 2025Q1: 4,865 shares; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 5,011 shares; 2026Q1: 5,011 shares; 2026Q2: 5,050 shares 5,050 $375K 0.24% +39 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,224 shares; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares; 2026Q1: 2,112 shares; 2026Q2: 2,112 shares 2,112 $371K 0.24% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,232 shares; 2025Q1: 2,110 shares; 2025Q2: 2,070 shares; 2025Q3: 1,944 shares; 2025Q4: 1,437 shares; 2026Q1: 1,296 shares; 2026Q2: 1,283 shares 1,283 $366K 0.24% -13 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,349 shares; 2025Q1: 3,634 shares; 2025Q2: 4,106 shares; 2025Q3: 4,244 shares; 2025Q4: 4,480 shares; 2026Q1: 5,095 shares; 2026Q2: 5,961 shares 5,961 $362K 0.23% +866 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,544 shares; 2025Q1: 1,532 shares; 2025Q2: 1,263 shares; 2025Q3: 1,268 shares; 2025Q4: 1,272 shares; 2026Q1: 1,276 shares; 2026Q2: 1,281 shares 1,281 $346K 0.22% +5 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 2,083 shares; 2026Q1: 2,352 shares; 2026Q2: 2,445 shares 2,445 $304K 0.2% +93 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,079 shares; 2025Q4: 6,271 shares; 2026Q1: 6,652 shares; 2026Q2: 6,854 shares 6,854 $298K 0.19% +202 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,037 shares; 2025Q1: 4,058 shares; 2025Q2: 3,928 shares; 2025Q3: 3,882 shares; 2025Q4: 3,716 shares; 2026Q1: 3,435 shares; 2026Q2: 3,457 shares 3,457 $287K 0.18% +22 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,941 shares; 2025Q1: 2,879 shares; 2025Q2: 2,888 shares; 2025Q3: 2,896 shares; 2025Q4: 2,802 shares; 2026Q1: 2,809 shares; 2026Q2: 2,816 shares 2,816 $270K 0.17% +7 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,285 shares; 2025Q1: 10,128 shares; 2025Q2: 9,929 shares; 2025Q3: 9,220 shares; 2025Q4: 8,625 shares; 2026Q1: 4,809 shares; 2026Q2: 4,766 shares 4,766 $248K 0.16% -43 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,835 shares; 2025Q1: 4,778 shares; 2025Q2: 4,542 shares; 2025Q3: 4,564 shares; 2025Q4: 4,538 shares; 2026Q1: 5,037 shares; 2026Q2: 5,219 shares 5,219 $245K 0.16% +182 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,042 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 990 shares 990 $236K 0.15% -70 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 942 shares; 2026Q2: 946 shares 946 $230K 0.15% +4 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,288 shares; 2025Q1: 3,185 shares; 2025Q2: 3,075 shares; 2025Q3: 3,081 shares; 2025Q4: 3,095 shares; 2026Q1: 2,724 shares; 2026Q2: 2,729 shares 2,729 $222K 0.14% +5 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $206K 0.13% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 1,029 shares; 2025Q2: 1,031 shares; 2025Q3: 949 shares; 2025Q4: 1,733 shares; 2026Q1: not reported; 2026Q2: 1,740 shares 1,740 $204K 0.13% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares 1,320 $204K 0.13% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,151 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $202K 0.13% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,531 shares; 2025Q1: 2,429 shares; 2025Q2: 2,178 shares; 2025Q3: 2,187 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,076 shares 2,076 $200K 0.13% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,340 shares; 2026Q2: 10,578 shares 10,578 $86.1K 0.06% +238 Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,641 shares; 2025Q3: 11,658 shares; 2025Q4: 11,680 shares; 2026Q1: 11,702 shares; 2026Q2: 11,723 shares 11,723 $27.1K 0.02% +21 Timeline