BBUS 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: 395,917 shares; 2025Q1: 437,361 shares; 2025Q2: 486,677 shares; 2025Q3: 495,230 shares; 2025Q4: 515,353 shares; 2026Q1: 497,791 shares; 2026Q2: 525,852 shares 525,852 $70.8M 15.74% +28,061 Timeline JIRE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496,488 shares; 2026Q2: 459,051 shares 459,051 $37.9M 8.41% -37,437 Timeline JCPB 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: 481,968 shares; 2025Q1: 521,507 shares; 2025Q2: 551,196 shares; 2025Q3: 607,094 shares; 2025Q4: 633,585 shares; 2026Q1: 653,344 shares; 2026Q2: 686,820 shares 686,820 $32.2M 7.16% +33,476 Timeline JEMA 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: 350,628 shares; 2025Q1: 404,737 shares; 2025Q2: 428,441 shares; 2025Q3: 413,259 shares; 2025Q4: 421,311 shares; 2026Q1: 483,823 shares; 2026Q2: 490,232 shares 490,232 $31.3M 6.96% +6,409 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210,048 shares; 2025Q1: 248,400 shares; 2025Q2: 249,893 shares; 2025Q3: 266,660 shares; 2025Q4: 274,819 shares; 2026Q1: 282,777 shares; 2026Q2: 299,442 shares 299,442 $28.6M 6.36% +16,665 Timeline IWF 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: 36,826 shares; 2025Q1: 40,969 shares; 2025Q2: 45,388 shares; 2025Q3: 44,642 shares; 2025Q4: 45,811 shares; 2026Q1: 48,539 shares; 2026Q2: 198,448 shares 198,448 $24.6M 5.48% +149,909 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 237,975 shares; 2025Q1: 269,339 shares; 2025Q2: 300,782 shares; 2025Q3: 312,331 shares; 2025Q4: 326,315 shares; 2026Q1: 327,391 shares; 2026Q2: 329,931 shares 329,931 $23.1M 5.12% +2,540 Timeline AGG 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: 140,470 shares; 2025Q1: 175,498 shares; 2025Q2: 185,781 shares; 2025Q3: 201,376 shares; 2025Q4: 209,181 shares; 2026Q1: 191,117 shares; 2026Q2: 204,205 shares 204,205 $20.2M 4.49% +13,088 Timeline BBIB 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: 121,102 shares; 2025Q1: 151,689 shares; 2025Q2: 160,813 shares; 2025Q3: 173,892 shares; 2025Q4: 181,992 shares; 2026Q1: 185,130 shares; 2026Q2: 200,552 shares 200,552 $19.6M 4.36% +15,422 Timeline JQUA 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: 195,332 shares; 2025Q1: 211,749 shares; 2025Q2: 236,721 shares; 2025Q3: 248,600 shares; 2025Q4: 260,373 shares; 2026Q1: 270,353 shares; 2026Q2: 270,282 shares 270,282 $19.5M 4.34% -71 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 321,659 shares; 2025Q1: 350,315 shares; 2025Q2: 387,042 shares; 2025Q3: 414,801 shares; 2025Q4: 430,807 shares; 2026Q1: 422,016 shares; 2026Q2: 427,276 shares 427,276 $16.9M 3.75% +5,260 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 262,054 shares; 2025Q1: 270,088 shares; 2025Q2: 289,787 shares; 2025Q3: 286,930 shares; 2025Q4: 294,832 shares; 2026Q1: 286,288 shares; 2026Q2: 301,633 shares 301,633 $10.6M 2.35% +15,345 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: 64,832 shares; 2025Q1: 73,888 shares; 2025Q2: 79,083 shares; 2025Q3: 85,464 shares; 2025Q4: 89,272 shares; 2026Q1: 92,037 shares; 2026Q2: 98,110 shares 98,110 $9.46M 2.1% +6,073 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: 8,536 shares; 2025Q1: 32,281 shares; 2025Q2: 32,072 shares; 2025Q3: 31,562 shares; 2025Q4: 31,498 shares; 2026Q1: 31,049 shares; 2026Q2: 32,651 shares 32,651 $9.43M 2.09% +1,602 Timeline JPIE 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: not reported; 2025Q1: 98,337 shares; 2025Q2: 103,064 shares; 2025Q3: 112,111 shares; 2025Q4: 117,567 shares; 2026Q1: 119,351 shares; 2026Q2: 132,006 shares 132,006 $6.08M 1.35% +12,655 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89,282 shares; 2025Q1: 88,914 shares; 2025Q2: 96,365 shares; 2025Q3: 99,282 shares; 2025Q4: 100,610 shares; 2026Q1: 94,184 shares; 2026Q2: 97,787 shares 97,787 $5.28M 1.17% +3,603 Timeline BBIN 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: 451,752 shares; 2025Q1: 467,165 shares; 2025Q2: 504,471 shares; 2025Q3: 526,695 shares; 2025Q4: 541,542 shares; 2026Q1: 65,383 shares; 2026Q2: 64,109 shares 64,109 $5.01M 1.11% -1,274 Timeline JMOM 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: 6,654 shares; 2025Q1: 43,049 shares; 2025Q2: 42,319 shares; 2025Q3: 40,465 shares; 2025Q4: 39,756 shares; 2026Q1: 53,942 shares; 2026Q2: 53,016 shares 53,016 $4.53M 1.01% -926 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,994,684 shares; 2025Q2: 3,994,684 shares; 2025Q3: 4,072,102 shares; 2025Q4: 4,072,102 shares; 2026Q1: 4,077,462 shares; 2026Q2: 4,077,462 shares 4,077,462 $4.08M 0.91% 0 Timeline IWY 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: 13,693 shares; 2025Q2: 13,353 shares; 2025Q3: 13,022 shares; 2025Q4: 13,128 shares; 2026Q1: 14,206 shares; 2026Q2: 13,985 shares 13,985 $4.06M 0.9% -221 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: 8,976 shares; 2025Q1: 9,902 shares; 2025Q2: 10,173 shares; 2025Q3: 10,110 shares; 2025Q4: 10,102 shares; 2026Q1: 10,107 shares; 2026Q2: 10,150 shares 10,150 $3.79M 0.84% +43 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,529 shares; 2025Q1: 34,260 shares; 2025Q2: 19,419 shares; 2025Q3: 18,032 shares; 2025Q4: 17,495 shares; 2026Q1: 17,110 shares; 2026Q2: 16,511 shares 16,511 $3.51M 0.78% -599 Timeline IXUS 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: 79,561 shares; 2025Q1: 69,366 shares; 2025Q2: 37,839 shares; 2025Q3: 34,468 shares; 2025Q4: 33,334 shares; 2026Q1: 32,334 shares; 2026Q2: 31,830 shares 31,830 $3.04M 0.67% -504 Timeline BBAG 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: 89,224 shares; 2025Q1: 74,650 shares; 2025Q2: 70,942 shares; 2025Q3: 69,071 shares; 2025Q4: 68,097 shares; 2026Q1: 67,535 shares; 2026Q2: 64,944 shares 64,944 $2.98M 0.66% -2,591 Timeline AGGM 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: 23,659 shares; 2025Q1: 22,625 shares; 2025Q2: 21,871 shares; 2025Q3: 23,304 shares; 2025Q4: 24,404 shares; 2026Q1: 24,423 shares; 2026Q2: 28,342 shares 28,342 $2.94M 0.65% +3,919 Timeline SCHR 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: 87,168 shares; 2025Q1: 85,815 shares; 2025Q2: 83,404 shares; 2025Q3: 86,550 shares; 2025Q4: 87,183 shares; 2026Q1: 111,870 shares; 2026Q2: 118,832 shares 118,832 $2.93M 0.65% +6,962 Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 153,549 shares 153,549 $2.74M 0.61% new Timeline IWM 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: 16,129 shares; 2025Q1: 14,244 shares; 2025Q2: 7,179 shares; 2025Q3: 6,600 shares; 2025Q4: 6,334 shares; 2026Q1: 6,167 shares; 2026Q2: 6,034 shares 6,034 $1.81M 0.4% -133 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,309 shares; 2025Q1: 16,824 shares; 2025Q2: 11,095 shares; 2025Q3: 11,095 shares; 2025Q4: 11,095 shares; 2026Q1: 10,913 shares; 2026Q2: 10,827 shares 10,827 $1.64M 0.37% -86 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: 5,040 shares; 2025Q1: 6,572 shares; 2025Q2: 6,667 shares; 2025Q3: 6,507 shares; 2025Q4: 6,510 shares; 2026Q1: 6,440 shares; 2026Q2: 6,753 shares 6,753 $1.61M 0.36% +313 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,882 shares; 2025Q1: 7,765 shares; 2025Q2: 8,911 shares; 2025Q3: 13,968 shares; 2025Q4: 16,637 shares; 2026Q1: 25,388 shares; 2026Q2: 53,556 shares 53,556 $1.61M 0.36% +28,168 Timeline JBND 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,145 shares; 2026Q2: 29,989 shares 29,989 $1.6M 0.36% +22,844 Timeline BBEU 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: 24,908 shares; 2025Q1: 23,769 shares; 2025Q2: 25,121 shares; 2025Q3: 25,042 shares; 2025Q4: 25,022 shares; 2026Q1: 21,252 shares; 2026Q2: 19,907 shares 19,907 $1.55M 0.34% -1,345 Timeline SCHV 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: 101,322 shares; 2025Q1: 90,384 shares; 2025Q2: 53,640 shares; 2025Q3: 48,558 shares; 2025Q4: 47,440 shares; 2026Q1: 45,280 shares; 2026Q2: 44,284 shares 44,284 $1.54M 0.34% -996 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,763 shares; 2025Q1: 30,500 shares; 2025Q2: 16,430 shares; 2025Q3: 13,792 shares; 2025Q4: 13,330 shares; 2026Q1: 12,959 shares; 2026Q2: 12,760 shares 12,760 $1.39M 0.31% -199 Timeline SCZ 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: 36,710 shares; 2025Q1: 31,328 shares; 2025Q2: 17,137 shares; 2025Q3: 15,015 shares; 2025Q4: 14,342 shares; 2026Q1: 14,101 shares; 2026Q2: 13,955 shares 13,955 $1.15M 0.26% -146 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 8,634 shares; 2025Q4: 10,954 shares; 2026Q1: 23,404 shares; 2026Q2: 31,304 shares 31,304 $1.07M 0.24% +7,900 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: 5,501 shares; 2025Q1: 4,908 shares; 2025Q2: 4,912 shares; 2025Q3: 4,931 shares; 2025Q4: 4,668 shares; 2026Q1: 4,710 shares; 2026Q2: 4,612 shares 4,612 $1.01M 0.22% -98 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: 1,879 shares; 2025Q1: 1,785 shares; 2025Q2: 1,227 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 2,018 shares; 2026Q2: 2,008 shares 2,008 $1M 0.22% -10 Timeline IEMG 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: 32,666 shares; 2025Q1: 28,068 shares; 2025Q2: 14,665 shares; 2025Q3: 13,200 shares; 2025Q4: 12,838 shares; 2026Q1: 12,236 shares; 2026Q2: 11,992 shares 11,992 $993K 0.22% -244 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,449 shares; 2025Q1: 4,476 shares; 2025Q2: 5,664 shares; 2025Q3: 6,716 shares; 2025Q4: 6,666 shares; 2026Q1: 6,667 shares; 2026Q2: 6,735 shares 6,735 $988K 0.22% +68 Timeline IUSB 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: 20,283 shares; 2025Q1: 21,825 shares; 2025Q2: 19,447 shares; 2025Q3: 19,471 shares; 2025Q4: 18,443 shares; 2026Q1: 19,900 shares; 2026Q2: 20,164 shares 20,164 $931K 0.21% +264 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: 7,260 shares; 2025Q1: 7,100 shares; 2025Q2: 6,540 shares; 2025Q3: 5,538 shares; 2025Q4: 5,544 shares; 2026Q1: 5,591 shares; 2026Q2: 5,549 shares 5,549 $880K 0.2% -42 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: 1,780 shares; 2025Q1: 1,760 shares; 2025Q2: 1,237 shares; 2025Q3: 1,232 shares; 2025Q4: 1,029 shares; 2026Q1: 1,067 shares; 2026Q2: 1,096 shares 1,096 $820K 0.18% +29 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 399 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $800K 0.18% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,886 shares; 2025Q2: 3,179 shares; 2025Q3: 3,767 shares; 2025Q4: 3,869 shares; 2026Q1: 3,679 shares; 2026Q2: 3,663 shares 3,663 $733K 0.16% -16 Timeline JPEM 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: 7,973 shares; 2025Q1: 8,453 shares; 2025Q2: 11,286 shares; 2025Q3: 11,247 shares; 2025Q4: 11,153 shares; 2026Q1: 11,723 shares; 2026Q2: 11,246 shares 11,246 $706K 0.16% -477 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,287 shares; 2025Q2: 7,868 shares; 2025Q3: 7,578 shares; 2025Q4: 7,715 shares; 2026Q1: 8,479 shares; 2026Q2: 8,466 shares 8,466 $694K 0.15% -13 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,397 shares; 2025Q3: 1,323 shares; 2025Q4: 1,325 shares; 2026Q1: 1,327 shares; 2026Q2: 1,330 shares 1,330 $683K 0.15% +3 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: not reported; 2025Q1: 6,644 shares; 2025Q2: 7,780 shares; 2025Q3: 7,624 shares; 2025Q4: 7,624 shares; 2026Q1: 8,586 shares; 2026Q2: 8,573 shares 8,573 $671K 0.15% -13 Timeline JPUS 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: 2,025 shares; 2025Q1: 4,127 shares; 2025Q2: 4,863 shares; 2025Q3: 4,839 shares; 2025Q4: 4,832 shares; 2026Q1: 4,699 shares; 2026Q2: 4,688 shares 4,688 $657K 0.15% -11 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: 794 shares; 2025Q1: 862 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 833 shares; 2026Q1: 804 shares; 2026Q2: 819 shares 819 $612K 0.14% +15 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 6,885 shares; 2026Q1: 19,555 shares; 2026Q2: 19,555 shares 19,555 $585K 0.13% 0 Timeline SLQD 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: 34,797 shares; 2025Q1: 24,166 shares; 2025Q2: 16,293 shares; 2025Q3: 13,399 shares; 2025Q4: 12,221 shares; 2026Q1: 11,815 shares; 2026Q2: 11,186 shares 11,186 $563K 0.13% -629 Timeline IVW 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: 3,147 shares; 2025Q1: 4,025 shares; 2025Q2: 4,047 shares; 2025Q3: 3,859 shares; 2025Q4: 3,707 shares; 2026Q1: 3,969 shares; 2026Q2: 3,977 shares 3,977 $547K 0.12% +8 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 19,522 shares; 2026Q2: 19,522 shares 19,522 $547K 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,386 shares; 2025Q2: 18,398 shares; 2025Q3: 18,467 shares; 2025Q4: 18,535 shares; 2026Q1: 17,969 shares; 2026Q2: 18,133 shares 18,133 $437K 0.1% +164 Timeline IEI 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: 15,540 shares; 2025Q1: 11,533 shares; 2025Q2: 4,894 shares; 2025Q3: 4,242 shares; 2025Q4: 3,988 shares; 2026Q1: 3,914 shares; 2026Q2: 3,715 shares 3,715 $436K 0.1% -199 Timeline SHY 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: 24,923 shares; 2025Q1: 17,204 shares; 2025Q2: 7,775 shares; 2025Q3: 5,998 shares; 2025Q4: 5,557 shares; 2026Q1: 5,415 shares; 2026Q2: 5,188 shares 5,188 $426K 0.09% -227 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: 1,185 shares; 2025Q1: 1,202 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,297 shares; 2026Q1: 1,306 shares; 2026Q2: 1,299 shares 1,299 $425K 0.09% -7 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 16,435 shares; 2026Q2: 16,185 shares 16,185 $421K 0.09% -250 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,679 shares; 2025Q1: 5,724 shares; 2025Q2: 5,769 shares; 2025Q3: 5,809 shares; 2025Q4: 5,853 shares; 2026Q1: 5,637 shares; 2026Q2: 5,676 shares 5,676 $410K 0.09% +39 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,035 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $402K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,449 shares; 2026Q2: 3,545 shares 3,545 $402K 0.09% +96 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,260 shares; 2025Q1: 6,422 shares; 2025Q2: 5,787 shares; 2025Q3: 5,810 shares; 2025Q4: 5,716 shares; 2026Q1: 5,906 shares; 2026Q2: 5,865 shares 5,865 $399K 0.09% -41 Timeline TSLA TESLA INC More: the full row for TESLA 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: 582 shares; 2025Q4: 582 shares; 2026Q1: 577 shares; 2026Q2: 912 shares 912 $381K 0.08% +335 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 959 shares; 2026Q1: 956 shares; 2026Q2: 1,148 shares 1,148 $377K 0.08% +192 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,176 shares; 2025Q2: 9,938 shares; 2025Q3: 9,594 shares; 2025Q4: 9,650 shares; 2026Q1: 10,188 shares; 2026Q2: 10,154 shares 10,154 $374K 0.08% -34 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,632 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 6,607 shares; 2025Q4: 6,662 shares; 2026Q1: 6,253 shares; 2026Q2: 6,181 shares 6,181 $352K 0.08% -72 Timeline EFV 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: 5,138 shares; 2025Q1: 5,562 shares; 2025Q2: 5,627 shares; 2025Q3: 5,585 shares; 2025Q4: 5,107 shares; 2026Q1: 4,977 shares; 2026Q2: 4,593 shares 4,593 $352K 0.08% -384 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares; 2026Q2: 327 shares 327 $348K 0.08% +10 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,703 shares; 2025Q1: 2,770 shares; 2025Q2: 2,790 shares; 2025Q3: 2,807 shares; 2025Q4: 2,600 shares; 2026Q1: 2,605 shares; 2026Q2: 2,609 shares 2,609 $335K 0.07% +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: 5,340 shares; 2025Q1: 5,087 shares; 2025Q2: 4,108 shares; 2025Q3: 4,040 shares; 2025Q4: 4,083 shares; 2026Q1: 4,083 shares; 2026Q2: 4,097 shares 4,097 $335K 0.07% +14 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON 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: 1,127 shares; 2025Q4: 1,126 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $332K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $328K 0.07% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 431 shares; 2025Q3: 501 shares; 2025Q4: 509 shares; 2026Q1: 490 shares; 2026Q2: 566 shares 566 $318K 0.07% +76 Timeline EFG 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: 2,887 shares; 2025Q1: 2,362 shares; 2025Q2: 2,342 shares; 2025Q3: 2,155 shares; 2025Q4: 2,007 shares; 2026Q1: 2,523 shares; 2026Q2: 2,539 shares 2,539 $316K 0.07% +16 Timeline IYW 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: 1,391 shares; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,300 shares; 2025Q4: 1,251 shares; 2026Q1: 1,252 shares; 2026Q2: 1,249 shares 1,249 $315K 0.07% -3 Timeline JEPI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,575 shares; 2025Q4: 3,915 shares; 2026Q1: 4,601 shares; 2026Q2: 5,453 shares 5,453 $308K 0.07% +852 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 11,400 shares 11,400 $304K 0.07% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,117 shares; 2025Q3: 4,937 shares; 2025Q4: 5,001 shares; 2026Q1: 5,432 shares; 2026Q2: 5,379 shares 5,379 $296K 0.07% -53 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,323 shares; 2025Q3: 5,238 shares; 2025Q4: 5,120 shares; 2026Q1: 6,083 shares; 2026Q2: 5,976 shares 5,976 $285K 0.06% -107 Timeline EMGF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,722 shares; 2025Q4: 3,569 shares; 2026Q1: 3,853 shares; 2026Q2: 3,833 shares 3,833 $281K 0.06% -20 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 10,625 shares 10,625 $279K 0.06% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,450 shares; 2025Q1: 11,033 shares; 2025Q2: 11,233 shares; 2025Q3: 11,233 shares; 2025Q4: 11,131 shares; 2026Q1: 13,534 shares; 2026Q2: 13,312 shares 13,312 $276K 0.06% -222 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: 690 shares; 2025Q1: 665 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 1,005 shares; 2026Q2: 1,019 shares 1,019 $275K 0.06% +14 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,041 shares 2,041 $272K 0.06% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 780 shares; 2025Q4: 760 shares; 2026Q1: 745 shares; 2026Q2: 730 shares 730 $271K 0.06% -15 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 664 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 690 shares; 2026Q2: 742 shares 742 $261K 0.06% +52 Timeline MTUM 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: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $260K 0.06% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 900 shares; 2026Q2: 920 shares 920 $259K 0.06% +20 Timeline HDV 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: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 9,310 shares 9,310 $255K 0.06% +7,448 Timeline OEF 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: 969 shares; 2025Q1: 958 shares; 2025Q2: 950 shares; 2025Q3: 1,010 shares; 2025Q4: 986 shares; 2026Q1: 651 shares; 2026Q2: 673 shares 673 $246K 0.05% +22 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST 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: 3,273 shares; 2025Q4: 2,623 shares; 2026Q1: 2,623 shares; 2026Q2: 2,623 shares 2,623 $240K 0.05% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 4,160 shares 4,160 $234K 0.05% +2,080 Timeline DVY 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: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,531 shares; 2026Q2: 1,489 shares 1,489 $233K 0.05% -42 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 4,250 shares 4,250 $222K 0.05% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 7,239 shares; 2025Q4: 7,239 shares; 2026Q1: 7,239 shares; 2026Q2: 7,239 shares 7,239 $217K 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL 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: 1,556 shares 1,556 $216K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 965 shares 965 $216K 0.05% new Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 7,871 shares 7,871 $216K 0.05% new Timeline IAGG 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: 12,591 shares; 2025Q1: 9,140 shares; 2025Q2: 6,309 shares; 2025Q3: 5,689 shares; 2025Q4: 4,152 shares; 2026Q1: 4,631 shares; 2026Q2: 4,229 shares 4,229 $214K 0.05% -402 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 965 shares 965 $213K 0.05% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 2,826 shares; 2025Q4: 2,848 shares; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $212K 0.05% new Timeline MBB 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: 2,219 shares; 2025Q1: 2,325 shares; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 2,139 shares; 2026Q1: 2,158 shares; 2026Q2: 2,185 shares 2,185 $207K 0.05% +27 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 281 shares 281 $203K 0.05% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,317 shares; 2025Q1: 22,928 shares; 2025Q2: 22,928 shares; 2025Q3: 18,882 shares; 2025Q4: 18,335 shares; 2026Q1: 17,260 shares; 2026Q2: 16,550 shares 16,550 $179K 0.04% -710 Timeline