FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,898 shares; 2024Q4: 1,854,046 shares; 2025Q1: 2,037,063 shares; 2025Q2: 2,224,321 shares; 2025Q3: 2,491,138 shares; 2025Q4: 2,710,665 shares 2,710,665 $103M 13.84% +219,527 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,120 shares; 2024Q4: 1,265,420 shares; 2025Q1: 1,373,229 shares; 2025Q2: 1,473,987 shares; 2025Q3: 1,638,109 shares; 2025Q4: 1,792,607 shares 1,792,607 $78.3M 10.48% +154,498 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,085 shares; 2024Q4: 1,246,554 shares; 2025Q1: 1,344,978 shares; 2025Q2: 1,419,615 shares; 2025Q3: 1,573,643 shares; 2025Q4: 1,714,919 shares 1,714,919 $48.8M 6.53% +141,276 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,094 shares; 2024Q4: 889,786 shares; 2025Q1: 974,707 shares; 2025Q2: 1,048,503 shares; 2025Q3: 1,164,922 shares; 2025Q4: 1,260,747 shares 1,260,747 $46.1M 6.17% +95,825 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,625 shares; 2024Q4: 563,676 shares; 2025Q1: 595,410 shares; 2025Q2: 607,904 shares; 2025Q3: 667,679 shares; 2025Q4: 718,253 shares 718,253 $33.1M 4.42% +50,574 Timeline SPEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,100 shares; 2024Q4: 385,342 shares; 2025Q1: 426,328 shares; 2025Q2: 462,963 shares; 2025Q3: 516,924 shares; 2025Q4: 562,583 shares 562,583 $26.3M 3.52% +45,659 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,615 shares; 2024Q4: 289,988 shares; 2025Q1: 294,238 shares; 2025Q2: 303,016 shares; 2025Q3: 314,568 shares; 2025Q4: 339,367 shares 339,367 $25M 3.34% +24,799 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,982 shares; 2024Q4: 423,550 shares; 2025Q1: 464,696 shares; 2025Q2: 507,680 shares; 2025Q3: 567,638 shares; 2025Q4: 629,198 shares 629,198 $22.9M 3.06% +61,560 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,679 shares; 2024Q4: 359,348 shares; 2025Q1: 395,286 shares; 2025Q2: 431,187 shares; 2025Q3: 482,873 shares; 2025Q4: 545,056 shares 545,056 $20.2M 2.7% +62,183 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,515 shares; 2024Q4: 570,093 shares; 2025Q1: 578,464 shares; 2025Q2: 599,871 shares; 2025Q3: 650,656 shares; 2025Q4: 520,081 shares 520,081 $18.4M 2.46% -130,575 Timeline JULB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 639,592 shares 639,592 $16.4M 2.19% new Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,324 shares; 2024Q4: 17,154 shares; 2025Q1: 308,745 shares; 2025Q2: 434,957 shares; 2025Q3: 414,803 shares; 2025Q4: 369,168 shares 369,168 $13.6M 1.82% -45,635 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505,592 shares 505,592 $12.9M 1.73% new Timeline APRB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,361 shares 461,361 $11.8M 1.58% new Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432,838 shares 432,838 $11.1M 1.48% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,709 shares; 2024Q4: 269,177 shares; 2025Q1: 271,258 shares; 2025Q2: 277,566 shares; 2025Q3: 285,759 shares; 2025Q4: 311,501 shares 311,501 $10.7M 1.44% +25,742 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,046 shares; 2024Q4: 178,118 shares; 2025Q1: 190,357 shares; 2025Q2: 194,955 shares; 2025Q3: 214,901 shares; 2025Q4: 231,701 shares 231,701 $9.63M 1.29% +16,800 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,835 shares; 2024Q4: 400,448 shares; 2025Q1: 406,844 shares; 2025Q2: 422,151 shares; 2025Q3: 461,909 shares; 2025Q4: 137,212 shares 137,212 $6.84M 0.91% -324,697 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,932 shares; 2024Q4: 17,598 shares; 2025Q1: 20,907 shares; 2025Q2: 27,774 shares; 2025Q3: 27,460 shares; 2025Q4: 25,147 shares 25,147 $6.84M 0.91% -2,313 Timeline XLRE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,695 shares; 2024Q4: 108,014 shares; 2025Q1: 119,535 shares; 2025Q2: 129,683 shares; 2025Q3: 147,702 shares; 2025Q4: 168,099 shares 168,099 $6.78M 0.91% +20,397 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,116 shares; 2024Q4: 156,923 shares; 2025Q1: 160,006 shares; 2025Q2: 164,655 shares; 2025Q3: 170,112 shares; 2025Q4: 186,245 shares 186,245 $6.16M 0.82% +16,133 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,381 shares; 2024Q4: 91,867 shares; 2025Q1: 83,894 shares; 2025Q2: 66,331 shares; 2025Q3: 58,567 shares; 2025Q4: 137,124 shares 137,124 $5.35M 0.72% +78,557 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,438 shares; 2024Q4: 244,180 shares; 2025Q1: 139,390 shares; 2025Q2: 127,613 shares; 2025Q3: 137,354 shares; 2025Q4: 131,444 shares 131,444 $5.25M 0.7% -5,910 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,924 shares; 2024Q4: 260,229 shares; 2025Q1: 202,690 shares; 2025Q2: 166,224 shares; 2025Q3: 174,667 shares; 2025Q4: 133,406 shares 133,406 $5.17M 0.69% -41,261 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,476 shares; 2024Q4: 71,153 shares; 2025Q1: 130,878 shares; 2025Q2: 149,328 shares; 2025Q3: 146,701 shares; 2025Q4: 128,794 shares 128,794 $5.15M 0.69% -17,907 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,189 shares; 2024Q4: 29,682 shares; 2025Q1: 42,067 shares; 2025Q2: 53,426 shares; 2025Q3: 73,758 shares; 2025Q4: 89,685 shares 89,685 $5.13M 0.69% +15,927 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 8,180 shares; 2025Q1: 16,984 shares; 2025Q2: 17,920 shares; 2025Q3: 18,070 shares; 2025Q4: 25,733 shares 25,733 $4.8M 0.64% +7,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,981 shares; 2025Q2: 58,937 shares; 2025Q3: 106,040 shares; 2025Q4: 136,187 shares 136,187 $4.56M 0.61% +30,147 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,752 shares; 2024Q4: 204,644 shares; 2025Q1: 188,739 shares; 2025Q2: 187,362 shares; 2025Q3: 177,837 shares; 2025Q4: 133,848 shares 133,848 $4.39M 0.59% -43,989 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,117 shares; 2024Q4: 106,652 shares; 2025Q1: 114,267 shares; 2025Q2: 115,665 shares; 2025Q3: 117,122 shares; 2025Q4: 114,526 shares 114,526 $4.2M 0.56% -2,596 Timeline JEPQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,368 shares; 2024Q4: 21,828 shares; 2025Q1: 31,445 shares; 2025Q2: 40,183 shares; 2025Q3: 56,069 shares; 2025Q4: 68,945 shares 68,945 $4.01M 0.54% +12,876 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,368 shares; 2024Q4: 75,082 shares; 2025Q1: 114,999 shares; 2025Q2: 135,656 shares; 2025Q3: 126,601 shares; 2025Q4: 98,429 shares 98,429 $3.9M 0.52% -28,172 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,350 shares; 2024Q4: 78,443 shares; 2025Q1: 61,303 shares; 2025Q2: 57,348 shares; 2025Q3: 98,929 shares; 2025Q4: 94,896 shares 94,896 $3.73M 0.5% -4,033 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,472 shares; 2024Q4: 173,374 shares; 2025Q1: 119,360 shares; 2025Q2: 112,903 shares; 2025Q3: 112,120 shares; 2025Q4: 97,029 shares 97,029 $3.63M 0.49% -15,091 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,465 shares; 2024Q4: 97,434 shares; 2025Q1: 131,493 shares; 2025Q2: 142,477 shares; 2025Q3: 127,898 shares; 2025Q4: 80,034 shares 80,034 $3.6M 0.48% -47,864 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,982 shares; 2024Q4: 112,084 shares; 2025Q1: 89,298 shares; 2025Q2: 88,747 shares; 2025Q3: 102,865 shares; 2025Q4: 82,850 shares 82,850 $3.58M 0.48% -20,015 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,638 shares; 2024Q4: 143,793 shares; 2025Q1: 134,331 shares; 2025Q2: 132,163 shares; 2025Q3: 131,664 shares; 2025Q4: 80,750 shares 80,750 $3.55M 0.47% -50,914 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,180 shares; 2024Q4: 86,933 shares; 2025Q1: 95,867 shares; 2025Q2: 98,690 shares; 2025Q3: 97,578 shares; 2025Q4: 78,722 shares 78,722 $3.41M 0.46% -18,856 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,702 shares; 2024Q4: 28,705 shares; 2025Q1: 25,280 shares; 2025Q2: 17,724 shares; 2025Q3: 9,434 shares; 2025Q4: 5,527 shares 5,527 $3.4M 0.45% -3,907 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,667 shares; 2024Q4: 104,803 shares; 2025Q1: 100,067 shares; 2025Q2: 95,286 shares; 2025Q3: 109,987 shares; 2025Q4: 76,756 shares 76,756 $3.36M 0.45% -33,231 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,768 shares; 2024Q4: 89,806 shares; 2025Q1: 89,806 shares; 2025Q2: 89,564 shares; 2025Q3: 116,356 shares; 2025Q4: 115,070 shares 115,070 $3.08M 0.41% -1,286 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 5,543 shares; 2025Q1: 5,242 shares; 2025Q2: 6,990 shares; 2025Q3: 6,962 shares; 2025Q4: 6,126 shares 6,126 $2.96M 0.4% -836 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,573 shares; 2024Q4: 45,253 shares; 2025Q1: 56,700 shares; 2025Q2: 56,858 shares; 2025Q3: 55,301 shares; 2025Q4: 66,656 shares 66,656 $2.78M 0.37% +11,355 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,421 shares; 2024Q4: 15,744 shares; 2025Q1: 22,766 shares; 2025Q2: 29,139 shares; 2025Q3: 40,386 shares; 2025Q4: 49,104 shares 49,104 $2.78M 0.37% +8,718 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,971 shares; 2024Q4: 147,052 shares; 2025Q1: 153,057 shares; 2025Q2: 175,392 shares; 2025Q3: 172,419 shares; 2025Q4: 69,571 shares 69,571 $2.72M 0.36% -102,848 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,982 shares; 2024Q4: 147,262 shares; 2025Q1: 137,107 shares; 2025Q2: 143,534 shares; 2025Q3: 143,048 shares; 2025Q4: 68,035 shares 68,035 $2.69M 0.36% -75,013 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,415 shares; 2025Q1: 79,146 shares; 2025Q2: 80,299 shares; 2025Q3: 80,299 shares; 2025Q4: 96,587 shares 96,587 $2.49M 0.33% +16,288 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,815 shares; 2024Q4: 26,358 shares; 2025Q1: 23,415 shares; 2025Q2: 23,692 shares; 2025Q3: 22,852 shares; 2025Q4: 22,305 shares 22,305 $2.48M 0.33% -547 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,346 shares; 2024Q4: 106,159 shares; 2025Q1: 103,658 shares; 2025Q2: 98,007 shares; 2025Q3: 84,177 shares; 2025Q4: 83,130 shares 83,130 $2.46M 0.33% -1,047 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,253 shares; 2024Q4: 75,768 shares; 2025Q1: 58,310 shares; 2025Q2: 60,395 shares; 2025Q3: 79,909 shares; 2025Q4: 49,935 shares 49,935 $2.32M 0.31% -29,974 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 27,548 shares; 2025Q1: 39,436 shares; 2025Q2: 49,255 shares; 2025Q3: 68,332 shares; 2025Q4: 82,998 shares 82,998 $2.28M 0.3% +14,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 8,203 shares; 2025Q1: 11,786 shares; 2025Q2: 15,029 shares; 2025Q3: 20,720 shares; 2025Q4: 25,177 shares 25,177 $2.27M 0.3% +4,457 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,229 shares; 2025Q1: 6,397 shares; 2025Q2: 6,408 shares; 2025Q3: 6,006 shares; 2025Q4: 5,472 shares 5,472 $2.17M 0.29% -534 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,249 shares; 2025Q1: 3,463 shares; 2025Q2: 10,534 shares; 2025Q3: 9,941 shares; 2025Q4: 6,248 shares 6,248 $2.05M 0.27% -3,693 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,993 shares; 2024Q4: 31,950 shares; 2025Q1: 70,413 shares; 2025Q2: 69,594 shares; 2025Q3: 67,973 shares; 2025Q4: 48,669 shares 48,669 $1.98M 0.27% -19,304 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,931 shares; 2025Q1: 67,186 shares; 2025Q2: 67,186 shares; 2025Q3: 68,535 shares; 2025Q4: 73,664 shares 73,664 $1.98M 0.26% +5,129 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 72,176 shares; 2025Q1: 53,231 shares; 2025Q2: 52,386 shares; 2025Q3: 47,002 shares; 2025Q4: 46,759 shares 46,759 $1.78M 0.24% -243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 3,815 shares; 2025Q1: 3,356 shares; 2025Q2: 4,824 shares; 2025Q3: 7,515 shares; 2025Q4: 7,293 shares 7,293 $1.68M 0.23% -222 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,621 shares; 2024Q4: 55,298 shares; 2025Q1: 47,106 shares; 2025Q2: 59,227 shares; 2025Q3: 58,840 shares; 2025Q4: 40,117 shares 40,117 $1.68M 0.22% -18,723 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,141 shares; 2024Q4: 19,434 shares; 2025Q1: 23,525 shares; 2025Q2: 24,756 shares; 2025Q3: 34,807 shares; 2025Q4: 71,535 shares 71,535 $1.64M 0.22% +36,728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,931 shares; 2025Q1: 2,004 shares; 2025Q2: 3,160 shares; 2025Q3: 3,351 shares; 2025Q4: 3,232 shares 3,232 $1.62M 0.22% -119 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,019 shares; 2024Q4: 45,225 shares; 2025Q1: 47,234 shares; 2025Q2: 48,631 shares; 2025Q3: 51,440 shares; 2025Q4: 59,914 shares 59,914 $1.58M 0.21% +8,474 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,130 shares; 2025Q1: 3,433 shares; 2025Q2: 3,485 shares; 2025Q3: 3,427 shares; 2025Q4: 3,423 shares 3,423 $1.54M 0.21% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 11,371 shares; 2025Q1: 13,785 shares; 2025Q2: 13,796 shares; 2025Q3: 13,751 shares; 2025Q4: 17,712 shares 17,712 $1.42M 0.19% +3,961 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,713 shares; 2024Q4: 35,102 shares; 2025Q1: 50,133 shares; 2025Q2: 50,122 shares; 2025Q3: 46,242 shares; 2025Q4: 29,516 shares 29,516 $1.39M 0.19% -16,726 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,176 shares; 2024Q4: 38,176 shares; 2025Q1: 38,176 shares; 2025Q2: 43,916 shares; 2025Q3: 47,342 shares; 2025Q4: 46,650 shares 46,650 $1.36M 0.18% -692 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 10,687 shares; 2025Q1: 13,195 shares; 2025Q2: 14,353 shares; 2025Q3: 21,663 shares; 2025Q4: 60,066 shares 60,066 $1.35M 0.18% +38,403 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,023 shares; 2025Q2: 9,299 shares; 2025Q3: 11,387 shares; 2025Q4: 58,463 shares 58,463 $1.31M 0.17% +47,076 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,722 shares; 2025Q3: 49,722 shares; 2025Q4: 49,014 shares 49,014 $1.26M 0.17% -708 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,988 shares; 2025Q2: 28,155 shares; 2025Q3: 28,155 shares; 2025Q4: 35,245 shares 35,245 $1.15M 0.15% +7,090 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,406 shares; 2024Q4: 43,306 shares; 2025Q1: 39,107 shares; 2025Q2: 39,107 shares; 2025Q3: 38,180 shares; 2025Q4: 31,292 shares 31,292 $1.14M 0.15% -6,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 3,089 shares; 2025Q1: 3,127 shares; 2025Q2: 3,364 shares; 2025Q3: 3,468 shares; 2025Q4: 3,540 shares 3,540 $1.14M 0.15% +72 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 2,902 shares; 2025Q1: 2,543 shares; 2025Q2: 4,820 shares; 2025Q3: 5,027 shares; 2025Q4: 3,627 shares 3,627 $1.14M 0.15% -1,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,732 shares; 2025Q4: 1,497 shares 1,497 $1.13M 0.15% -235 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 8,436 shares; 2025Q1: 8,065 shares; 2025Q2: 10,421 shares; 2025Q3: 10,488 shares; 2025Q4: 10,273 shares 10,273 $1.11M 0.15% -215 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 1,525 shares; 2025Q1: 1,535 shares; 2025Q2: 8,330 shares; 2025Q3: 5,976 shares; 2025Q4: 3,507 shares 3,507 $1.06M 0.14% -2,469 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,928 shares; 2024Q4: 52,682 shares; 2025Q1: 52,682 shares; 2025Q2: 52,682 shares; 2025Q3: 53,311 shares; 2025Q4: 32,388 shares 32,388 $1.06M 0.14% -20,923 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,659 shares; 2025Q1: 1,819 shares; 2025Q2: 4,665 shares; 2025Q3: 4,519 shares; 2025Q4: 4,538 shares 4,538 $1.04M 0.14% +19 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 1,624 shares; 2025Q1: 1,672 shares; 2025Q2: 2,841 shares; 2025Q3: 2,981 shares; 2025Q4: 2,954 shares 2,954 $1.04M 0.14% -27 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 5,285 shares; 2025Q1: 5,582 shares; 2025Q2: 5,988 shares; 2025Q3: 6,068 shares; 2025Q4: 4,990 shares 4,990 $1.03M 0.14% -1,078 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,368 shares; 2025Q1: 3,164 shares; 2025Q2: 4,236 shares; 2025Q3: 4,037 shares; 2025Q4: 3,256 shares 3,256 $1.02M 0.14% -781 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,017 shares; 2024Q4: 39,017 shares; 2025Q1: 38,573 shares; 2025Q2: 38,573 shares; 2025Q3: 37,593 shares; 2025Q4: 35,401 shares 35,401 $986K 0.13% -2,192 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,103 shares; 2024Q4: 22,103 shares; 2025Q1: 16,862 shares; 2025Q2: 16,862 shares; 2025Q3: 36,975 shares; 2025Q4: 36,676 shares 36,676 $980K 0.13% -299 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,394 shares; 2025Q1: 2,255 shares; 2025Q2: 2,974 shares; 2025Q3: 3,048 shares; 2025Q4: 2,843 shares 2,843 $978K 0.13% -205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,305 shares; 2025Q1: 1,206 shares; 2025Q2: 976 shares; 2025Q3: 875 shares; 2025Q4: 3,281 shares 3,281 $972K 0.13% +2,406 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,849 shares; 2025Q1: 3,595 shares; 2025Q2: 1,375 shares; 2025Q3: 1,417 shares; 2025Q4: 1,387 shares 1,387 $950K 0.13% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,422 shares; 2025Q1: 7,182 shares; 2025Q2: 7,465 shares; 2025Q3: 7,093 shares; 2025Q4: 6,575 shares 6,575 $942K 0.13% -518 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,608 shares; 2025Q4: 44,855 shares 44,855 $922K 0.12% +247 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,261 shares; 2025Q1: 2,435 shares; 2025Q2: 2,503 shares; 2025Q3: 2,858 shares; 2025Q4: 2,434 shares 2,434 $842K 0.11% -424 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,603 shares 35,603 $781K 0.1% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,981 shares; 2024Q4: 15,788 shares; 2025Q1: 1,216 shares; 2025Q2: 1,148 shares; 2025Q3: 1,147 shares; 2025Q4: 1,124 shares 1,124 $766K 0.1% -23 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,511 shares; 2025Q1: 2,413 shares; 2025Q2: 2,706 shares; 2025Q3: 2,661 shares; 2025Q4: 2,482 shares 2,482 $758K 0.1% -179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,177 shares 28,177 $738K 0.1% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,363 shares 27,363 $730K 0.1% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,704 shares; 2025Q1: 8,835 shares; 2025Q2: 10,626 shares; 2025Q3: 9,603 shares; 2025Q4: 8,953 shares 8,953 $708K 0.09% -650 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,128 shares; 2024Q4: 18,746 shares; 2025Q1: 23,194 shares; 2025Q2: 23,510 shares; 2025Q3: 20,841 shares; 2025Q4: 16,344 shares 16,344 $707K 0.09% -4,497 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,511 shares; 2025Q2: 25,511 shares; 2025Q3: 25,374 shares; 2025Q4: 25,189 shares 25,189 $689K 0.09% -185 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,009 shares; 2025Q3: 11,180 shares; 2025Q4: 10,656 shares 10,656 $686K 0.09% -524 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 2,036 shares; 2025Q1: 2,117 shares; 2025Q2: 2,720 shares; 2025Q3: 2,342 shares; 2025Q4: 2,017 shares 2,017 $666K 0.09% -325 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,062 shares; 2025Q3: 22,042 shares; 2025Q4: 22,888 shares 22,888 $665K 0.09% +846 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 5,278 shares; 2025Q3: 5,292 shares; 2025Q4: 5,293 shares 5,293 $663K 0.09% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,856 shares; 2025Q1: 5,586 shares; 2025Q2: 5,972 shares; 2025Q3: 5,803 shares; 2025Q4: 4,564 shares 4,564 $655K 0.09% -1,239 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 4,357 shares; 2025Q1: 5,039 shares; 2025Q2: 5,493 shares; 2025Q3: 4,328 shares; 2025Q4: 3,592 shares 3,592 $654K 0.09% -736 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,383 shares; 2025Q4: 2,113 shares 2,113 $642K 0.09% -270 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,767 shares; 2025Q1: 3,982 shares; 2025Q2: 4,129 shares; 2025Q3: 4,472 shares; 2025Q4: 5,088 shares 5,088 $632K 0.08% +616 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 15,344 shares; 2025Q1: 13,898 shares; 2025Q2: 14,898 shares; 2025Q3: 14,135 shares; 2025Q4: 12,630 shares 12,630 $632K 0.08% -1,505 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,092 shares; 2025Q1: 1,391 shares; 2025Q2: 1,422 shares; 2025Q3: 1,022 shares; 2025Q4: 928 shares 928 $628K 0.08% -94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 775 shares; 2025Q3: 668 shares; 2025Q4: 587 shares 587 $628K 0.08% -81 Timeline GRID 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,837 shares; 2025Q1: 3,155 shares; 2025Q2: 3,284 shares; 2025Q3: 3,693 shares; 2025Q4: 4,100 shares 4,100 $627K 0.08% +407 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,035 shares; 2025Q1: 910 shares; 2025Q2: 921 shares; 2025Q3: 2,750 shares; 2025Q4: 2,352 shares 2,352 $617K 0.08% -398 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,475 shares; 2025Q1: 5,378 shares; 2025Q2: 6,524 shares; 2025Q3: 3,040 shares; 2025Q4: 7,942 shares 7,942 $605K 0.08% +4,902 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,742 shares 2,742 $602K 0.08% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,147 shares; 2025Q2: 6,599 shares; 2025Q3: 5,257 shares; 2025Q4: 4,594 shares 4,594 $602K 0.08% -663 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,693 shares 1,693 $595K 0.08% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,102 shares; 2025Q1: 5,042 shares; 2025Q2: 4,292 shares; 2025Q3: 4,223 shares; 2025Q4: 4,178 shares 4,178 $590K 0.08% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 849 shares; 2025Q1: 748 shares; 2025Q2: 792 shares; 2025Q3: 770 shares; 2025Q4: 683 shares 683 $589K 0.08% -87 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 2,143 shares; 2025Q1: 2,332 shares; 2025Q2: 2,444 shares; 2025Q3: 2,947 shares; 2025Q4: 3,480 shares 3,480 $587K 0.08% +533 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,251 shares; 2025Q1: 1,149 shares; 2025Q2: 1,232 shares; 2025Q3: 1,090 shares; 2025Q4: 991 shares 991 $566K 0.08% -99 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,594 shares; 2025Q2: 1,600 shares; 2025Q3: 1,601 shares; 2025Q4: 1,600 shares 1,600 $565K 0.08% -1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,915 shares; 2025Q1: 2,503 shares; 2025Q2: 2,654 shares; 2025Q3: 2,399 shares; 2025Q4: 2,158 shares 2,158 $555K 0.07% -241 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 955 shares; 2025Q3: 963 shares; 2025Q4: 980 shares 980 $555K 0.07% +17 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 397 shares; 2025Q1: 424 shares; 2025Q2: 475 shares; 2025Q3: 451 shares; 2025Q4: 395 shares 395 $551K 0.07% -56 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,322 shares; 2024Q4: 19,322 shares; 2025Q1: 19,322 shares; 2025Q2: 19,322 shares; 2025Q3: 19,322 shares; 2025Q4: 19,322 shares 19,322 $549K 0.07% 0 Timeline CIBR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,304 shares; 2025Q1: 6,334 shares; 2025Q2: 6,402 shares; 2025Q3: 6,806 shares; 2025Q4: 7,607 shares 7,607 $544K 0.07% +801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,704 shares; 2025Q1: 3,739 shares; 2025Q2: 3,797 shares; 2025Q3: 4,155 shares; 2025Q4: 4,996 shares 4,996 $543K 0.07% +841 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,484 shares; 2024Q4: 9,968 shares; 2025Q1: 9,921 shares; 2025Q2: 10,467 shares; 2025Q3: 9,751 shares; 2025Q4: 7,930 shares 7,930 $540K 0.07% -1,821 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,299 shares; 2025Q1: 2,168 shares; 2025Q2: 2,264 shares; 2025Q3: 1,779 shares; 2025Q4: 1,583 shares 1,583 $535K 0.07% -196 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 10,729 shares; 2025Q1: 10,956 shares; 2025Q2: 11,181 shares; 2025Q3: 12,705 shares; 2025Q4: 14,737 shares 14,737 $534K 0.07% +2,032 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,853 shares; 2024Q4: 21,011 shares; 2025Q1: 20,999 shares; 2025Q2: 21,020 shares; 2025Q3: 21,247 shares; 2025Q4: 21,412 shares 21,412 $533K 0.07% +165 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,019 shares; 2025Q1: 1,093 shares; 2025Q2: 1,186 shares; 2025Q3: 1,205 shares; 2025Q4: 1,229 shares 1,229 $519K 0.07% +24 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,425 shares 10,425 $515K 0.07% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 453 shares; 2025Q1: 426 shares; 2025Q2: 457 shares; 2025Q3: 473 shares; 2025Q4: 478 shares 478 $514K 0.07% +5 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 11,094 shares; 2025Q1: 11,305 shares; 2025Q2: 11,645 shares; 2025Q3: 9,476 shares; 2025Q4: 8,502 shares 8,502 $510K 0.07% -974 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,696 shares; 2025Q1: 5,057 shares; 2025Q2: 5,298 shares; 2025Q3: 4,866 shares; 2025Q4: 4,501 shares 4,501 $505K 0.07% -365 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 485 shares; 2025Q1: 458 shares; 2025Q2: 7,217 shares; 2025Q3: 6,073 shares; 2025Q4: 5,480 shares 5,480 $500K 0.07% -593 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,661 shares; 2025Q1: 12,259 shares; 2025Q2: 19,456 shares; 2025Q3: 19,456 shares; 2025Q4: 18,799 shares 18,799 $499K 0.07% -657 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares 1,564 $498K 0.07% new Timeline ROBT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,887 shares; 2025Q1: 7,072 shares; 2025Q2: 7,322 shares; 2025Q3: 8,246 shares; 2025Q4: 9,589 shares 9,589 $497K 0.07% +1,343 Timeline XLK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares; 2025Q4: 3,453 shares 3,453 $497K 0.07% +1,679 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,745 shares; 2025Q1: 4,678 shares; 2025Q2: 5,121 shares; 2025Q3: 5,479 shares; 2025Q4: 4,740 shares 4,740 $478K 0.06% -739 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 900 shares; 2025Q1: 1,014 shares; 2025Q2: 1,061 shares; 2025Q3: 779 shares; 2025Q4: 720 shares 720 $477K 0.06% -59 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 166 shares; 2025Q1: 179 shares; 2025Q2: 183 shares; 2025Q3: 159 shares; 2025Q4: 139 shares 139 $471K 0.06% -20 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,587 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,089 shares 6,089 $468K 0.06% new Timeline SPHB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,916 shares 3,916 $458K 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,171 shares; 2025Q3: 2,175 shares; 2025Q4: 2,172 shares 2,172 $453K 0.06% -3 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,538 shares; 2025Q1: 22,437 shares; 2025Q2: 17,906 shares; 2025Q3: 11,613 shares; 2025Q4: 4,512 shares 4,512 $444K 0.06% -7,101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: not reported; 2025Q1: 1,707 shares; 2025Q2: 3,014 shares; 2025Q3: 3,608 shares; 2025Q4: 3,669 shares 3,669 $441K 0.06% +61 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,766 shares; 2024Q4: 11,254 shares; 2025Q1: 11,554 shares; 2025Q2: 11,491 shares; 2025Q3: 11,512 shares; 2025Q4: 11,441 shares 11,441 $440K 0.06% -71 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,564 shares; 2025Q4: 13,360 shares 13,360 $431K 0.06% +6,796 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 16,427 shares; 2025Q1: 15,827 shares; 2025Q2: 16,284 shares; 2025Q3: 19,676 shares; 2025Q4: 26,151 shares 26,151 $430K 0.06% +6,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,752 shares; 2025Q2: 18,837 shares; 2025Q3: 18,837 shares; 2025Q4: 16,794 shares 16,794 $426K 0.06% -2,043 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 6,416 shares; 2025Q1: 6,101 shares; 2025Q2: 5,961 shares; 2025Q3: 5,905 shares; 2025Q4: 5,801 shares 5,801 $421K 0.06% -104 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,123 shares; 2025Q3: 4,831 shares; 2025Q4: 4,321 shares 4,321 $403K 0.05% -510 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $401K 0.05% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,402 shares; 2025Q1: 1,501 shares; 2025Q2: 1,647 shares; 2025Q3: 1,678 shares; 2025Q4: 1,749 shares 1,749 $390K 0.05% +71 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 12,546 shares; 2025Q1: 12,527 shares; 2025Q2: 12,837 shares; 2025Q3: 12,827 shares; 2025Q4: 6,827 shares 6,827 $390K 0.05% -6,000 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,716 shares 17,716 $383K 0.05% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,289 shares; 2025Q1: 1,369 shares; 2025Q2: 1,532 shares; 2025Q3: 1,571 shares; 2025Q4: 1,640 shares 1,640 $374K 0.05% +69 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 5,357 shares; 2025Q1: 5,476 shares; 2025Q2: 6,190 shares; 2025Q3: 5,632 shares; 2025Q4: 4,412 shares 4,412 $370K 0.05% -1,220 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,645 shares; 2025Q1: 1,787 shares; 2025Q2: 2,085 shares; 2025Q3: 2,173 shares; 2025Q4: 2,411 shares 2,411 $362K 0.05% +238 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,603 shares; 2025Q1: 1,706 shares; 2025Q2: 1,902 shares; 2025Q3: 1,935 shares; 2025Q4: 2,049 shares 2,049 $360K 0.05% +114 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,131 shares; 2025Q1: 4,861 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,963 shares 4,963 $346K 0.05% +63 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,417 shares; 2025Q1: 11,417 shares; 2025Q2: 11,417 shares; 2025Q3: 11,417 shares; 2025Q4: 11,417 shares 11,417 $332K 0.04% 0 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,191 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,305 shares; 2025Q4: 5,311 shares 5,311 $332K 0.04% +6 Timeline LJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,324 shares; 2025Q2: 29,447 shares; 2025Q3: 21,706 shares; 2025Q4: 13,345 shares 13,345 $320K 0.04% -8,361 Timeline LOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,419 shares; 2025Q2: 29,533 shares; 2025Q3: 21,775 shares; 2025Q4: 13,396 shares 13,396 $320K 0.04% -8,379 Timeline LAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,972 shares; 2025Q2: 28,088 shares; 2025Q3: 20,687 shares; 2025Q4: 12,717 shares 12,717 $320K 0.04% -7,970 Timeline LJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,479 shares; 2025Q2: 28,589 shares; 2025Q3: 21,078 shares; 2025Q4: 12,964 shares 12,964 $319K 0.04% -8,114 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,001 shares; 2025Q1: 2,009 shares; 2025Q2: 1,994 shares; 2025Q3: 2,008 shares; 2025Q4: 2,039 shares 2,039 $311K 0.04% +31 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares 2,276 $308K 0.04% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 5,561 shares; 2025Q1: 5,915 shares; 2025Q2: 6,519 shares; 2025Q3: 7,050 shares; 2025Q4: 7,657 shares 7,657 $300K 0.04% +607 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,126 shares; 2025Q1: 1,195 shares; 2025Q2: 1,282 shares; 2025Q3: 1,225 shares; 2025Q4: 1,032 shares 1,032 $300K 0.04% -193 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,642 shares; 2024Q4: 11,366 shares; 2025Q1: 11,304 shares; 2025Q2: 5,043 shares; 2025Q3: 5,038 shares; 2025Q4: 4,510 shares 4,510 $298K 0.04% -528 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 502 shares; 2025Q1: 525 shares; 2025Q2: 590 shares; 2025Q3: 645 shares; 2025Q4: 693 shares 693 $296K 0.04% +48 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,531 shares; 2025Q2: 10,531 shares; 2025Q3: 10,531 shares; 2025Q4: 10,531 shares 10,531 $290K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares 905 $279K 0.04% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,277 shares; 2025Q4: 7,296 shares 7,296 $278K 0.04% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,348 shares 10,348 $278K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 626 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares 567 $277K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,333 shares; 2025Q4: 2,338 shares 2,338 $274K 0.04% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,407 shares; 2025Q2: 3,542 shares; 2025Q3: 3,397 shares; 2025Q4: 3,367 shares 3,367 $273K 0.04% -30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 930 shares; 2025Q4: 816 shares 816 $265K 0.04% -114 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 5,579 shares; 2025Q3: 5,606 shares; 2025Q4: 5,426 shares 5,426 $261K 0.03% -180 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 11,964 shares; 2025Q1: 11,481 shares; 2025Q2: 11,481 shares; 2025Q3: 9,995 shares; 2025Q4: 8,423 shares 8,423 $261K 0.03% -1,572 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 995 shares; 2025Q2: 1,065 shares; 2025Q3: 1,075 shares; 2025Q4: 1,076 shares 1,076 $260K 0.03% +1 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,669 shares; 2025Q3: 4,782 shares; 2025Q4: 4,887 shares 4,887 $259K 0.03% +105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,766 shares; 2025Q4: 1,789 shares 1,789 $257K 0.03% +23 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,475 shares; 2025Q3: 3,235 shares; 2025Q4: 3,289 shares 3,289 $253K 0.03% +54 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,390 shares; 2025Q1: 3,954 shares; 2025Q2: 7,920 shares; 2025Q3: 7,811 shares; 2025Q4: 6,311 shares 6,311 $253K 0.03% -1,500 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares 2,277 $250K 0.03% new Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,502 shares; 2025Q3: 8,502 shares; 2025Q4: 8,502 shares 8,502 $248K 0.03% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,007 shares; 2025Q3: 7,012 shares; 2025Q4: 7,028 shares 7,028 $242K 0.03% +16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 1,564 shares 1,564 $240K 0.03% +1,298 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,991 shares; 2025Q3: 9,991 shares; 2025Q4: 9,418 shares 9,418 $240K 0.03% -573 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,423 shares; 2024Q4: 3,268 shares; 2025Q1: 3,402 shares; 2025Q2: not reported; 2025Q3: 2,004 shares; 2025Q4: 1,985 shares 1,985 $239K 0.03% -19 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,277 shares; 2025Q3: 10,294 shares; 2025Q4: 10,316 shares 10,316 $238K 0.03% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 972 shares; 2025Q1: 962 shares; 2025Q2: 869 shares; 2025Q3: 738 shares; 2025Q4: 650 shares 650 $228K 0.03% -88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 4,126 shares; 2025Q1: 4,177 shares; 2025Q2: 5,293 shares; 2025Q3: 5,072 shares; 2025Q4: 3,255 shares 3,255 $228K 0.03% -1,817 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,403 shares 11,403 $226K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 918 shares; 2025Q1: 900 shares; 2025Q2: 896 shares; 2025Q3: 907 shares; 2025Q4: 956 shares 956 $221K 0.03% +49 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares 3,175 $220K 0.03% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,949 shares; 2025Q3: 3,909 shares; 2025Q4: 3,891 shares 3,891 $214K 0.03% -18 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,439 shares; 2025Q1: 11,661 shares; 2025Q2: 4,155 shares; 2025Q3: 4,134 shares; 2025Q4: 2,388 shares 2,388 $214K 0.03% -1,746 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,212 shares; 2025Q4: 1,189 shares 1,189 $211K 0.03% -23 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,993 shares 10,993 $211K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 364 shares; 2025Q4: 319 shares 319 $211K 0.03% -45 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,377 shares; 2025Q1: 8,023 shares; 2025Q2: 8,134 shares; 2025Q3: 8,361 shares; 2025Q4: 5,669 shares 5,669 $210K 0.03% -2,692 Timeline GNR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,375 shares 3,375 $210K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,107 shares; 2025Q1: 1,062 shares; 2025Q2: 1,072 shares; 2025Q3: 1,051 shares; 2025Q4: 706 shares 706 $207K 0.03% -345 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $202K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares 1,679 $201K 0.03% new Timeline DFLI DRAGONFLY ENERGY HOLDINGS CO More: the full row for DRAGONFLY ENERGY HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,911 shares 20,911 $64.2K 0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $37K <0.01% new Timeline