IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,273 shares; 2024Q4: 56,809 shares; 2025Q1: 50,226 shares; 2025Q2: 41,476 shares; 2025Q3: 42,195 shares; 2025Q4: 42,333 shares; 2026Q1: 46,947 shares; 2026Q2: 56,577 shares 56,577 $42.4M 7.76% +9,630 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,363 shares; 2024Q4: 471,769 shares; 2025Q1: 504,387 shares; 2025Q2: 532,289 shares; 2025Q3: 552,606 shares; 2025Q4: 591,770 shares; 2026Q1: 640,279 shares; 2026Q2: 680,706 shares 680,706 $23.6M 4.31% +40,427 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: 98,110 shares; 2024Q4: 99,039 shares; 2025Q1: 100,627 shares; 2025Q2: 102,663 shares; 2025Q3: 105,492 shares; 2025Q4: 109,545 shares; 2026Q1: 114,530 shares; 2026Q2: 585,336 shares 585,336 $16M 2.94% +470,806 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,812 shares; 2024Q4: 243,605 shares; 2025Q1: 276,952 shares; 2025Q2: 310,417 shares; 2025Q3: 340,925 shares; 2025Q4: 393,055 shares; 2026Q1: 447,684 shares; 2026Q2: 488,669 shares 488,669 $15.3M 2.81% +40,985 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,749 shares; 2024Q4: 36,918 shares; 2025Q1: 37,533 shares; 2025Q2: 37,901 shares; 2025Q3: 38,550 shares; 2025Q4: 38,099 shares; 2026Q1: 40,130 shares; 2026Q2: 41,154 shares 41,154 $15.2M 2.79% +1,024 Timeline BNOV 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: 5,453 shares; 2024Q4: 10,677 shares; 2025Q1: 10,677 shares; 2025Q2: 10,405 shares; 2025Q3: 9,445 shares; 2025Q4: 279,869 shares; 2026Q1: 278,669 shares; 2026Q2: 275,590 shares 275,590 $13.2M 2.41% -3,079 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: 32,582 shares; 2024Q4: 33,119 shares; 2025Q1: 32,744 shares; 2025Q2: 32,613 shares; 2025Q3: 34,212 shares; 2025Q4: 34,260 shares; 2026Q1: 35,859 shares; 2026Q2: 34,799 shares 34,799 $10.1M 1.84% -1,060 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,863 shares; 2024Q4: 383,526 shares; 2025Q1: 399,301 shares; 2025Q2: 415,107 shares; 2025Q3: 431,897 shares; 2025Q4: 453,812 shares; 2026Q1: 474,538 shares; 2026Q2: 488,002 shares 488,002 $9.53M 1.74% +13,464 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: 26,276 shares; 2024Q4: 26,211 shares; 2025Q1: 23,630 shares; 2025Q2: 24,210 shares; 2025Q3: 25,950 shares; 2025Q4: 26,388 shares; 2026Q1: 25,742 shares; 2026Q2: 25,040 shares 25,040 $9.34M 1.71% -702 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: 52,934 shares; 2024Q4: 53,606 shares; 2025Q1: 56,610 shares; 2025Q2: 54,137 shares; 2025Q3: 57,151 shares; 2025Q4: 60,274 shares; 2026Q1: 65,117 shares; 2026Q2: 65,630 shares 65,630 $9.03M 1.65% +513 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,783 shares; 2024Q4: 88,163 shares; 2025Q1: 97,145 shares; 2025Q2: 106,154 shares; 2025Q3: 113,858 shares; 2025Q4: 239,358 shares; 2026Q1: 257,138 shares; 2026Q2: 274,193 shares 274,193 $8.9M 1.63% +17,055 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: 94,771 shares; 2024Q4: 94,763 shares; 2025Q1: 99,001 shares; 2025Q2: 101,792 shares; 2025Q3: 125,935 shares; 2025Q4: 134,000 shares; 2026Q1: 128,235 shares; 2026Q2: 130,753 shares 130,753 $8.89M 1.63% +2,518 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,546 shares; 2025Q2: 195,982 shares; 2025Q3: 195,164 shares; 2025Q4: 193,935 shares; 2026Q1: 205,447 shares; 2026Q2: 202,575 shares 202,575 $8.56M 1.57% -2,872 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: 40,668 shares; 2024Q4: 41,558 shares; 2025Q1: 37,719 shares; 2025Q2: 40,605 shares; 2025Q3: 42,602 shares; 2025Q4: 42,257 shares; 2026Q1: 42,148 shares; 2026Q2: 42,444 shares 42,444 $8.49M 1.56% +296 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,750 shares; 2025Q1: 80,844 shares; 2025Q2: 88,408 shares; 2025Q3: 95,992 shares; 2025Q4: 366,578 shares; 2026Q1: 394,234 shares; 2026Q2: 413,793 shares 413,793 $8.12M 1.49% +19,559 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,768 shares; 2024Q4: 15,401 shares; 2025Q1: 20,718 shares; 2025Q2: 24,616 shares; 2025Q3: 27,407 shares; 2025Q4: 38,608 shares; 2026Q1: 39,099 shares; 2026Q2: 35,348 shares 35,348 $8.03M 1.47% -3,751 Timeline DFSV 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: 103,352 shares; 2024Q4: 212,791 shares; 2025Q1: 235,631 shares; 2025Q2: 127,289 shares; 2025Q3: 139,022 shares; 2025Q4: 156,489 shares; 2026Q1: 176,496 shares; 2026Q2: 191,670 shares 191,670 $7.43M 1.36% +15,174 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,752 shares; 2024Q4: 88,418 shares; 2025Q1: 92,921 shares; 2025Q2: 95,277 shares; 2025Q3: 99,275 shares; 2025Q4: 139,893 shares; 2026Q1: 145,770 shares; 2026Q2: 154,731 shares 154,731 $7.3M 1.34% +8,961 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,185 shares; 2024Q4: 79,146 shares; 2025Q1: 86,435 shares; 2025Q2: 94,136 shares; 2025Q3: 100,007 shares; 2025Q4: 110,219 shares; 2026Q1: 122,306 shares; 2026Q2: 131,073 shares 131,073 $6.6M 1.21% +8,767 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: 28,601 shares; 2024Q4: 29,379 shares; 2025Q1: 29,975 shares; 2025Q2: 29,157 shares; 2025Q3: 28,945 shares; 2025Q4: 27,447 shares; 2026Q1: 27,380 shares; 2026Q2: 27,580 shares 27,580 $6.57M 1.2% +200 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: 19,539 shares; 2024Q4: 19,585 shares; 2025Q1: 28,751 shares; 2025Q2: 60,682 shares; 2025Q3: 72,139 shares; 2025Q4: 91,726 shares; 2026Q1: 89,282 shares; 2026Q2: 71,637 shares 71,637 $5.93M 1.09% -17,645 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; 2024Q3: 61,908 shares; 2024Q4: 61,093 shares; 2025Q1: 59,801 shares; 2025Q2: 59,470 shares; 2025Q3: 60,810 shares; 2025Q4: 60,287 shares; 2026Q1: 59,803 shares; 2026Q2: 49,077 shares 49,077 $5.76M 1.06% -10,726 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: 9,566 shares; 2024Q4: 9,720 shares; 2025Q1: 9,733 shares; 2025Q2: 9,724 shares; 2025Q3: 9,431 shares; 2025Q4: 9,516 shares; 2026Q1: 9,508 shares; 2026Q2: 9,589 shares 9,589 $4.8M 0.88% +81 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,587 shares; 2024Q4: 48,301 shares; 2025Q1: 59,322 shares; 2025Q2: 70,615 shares; 2025Q3: 79,192 shares; 2025Q4: 94,046 shares; 2026Q1: 110,168 shares; 2026Q2: 127,387 shares 127,387 $4.77M 0.87% +17,219 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: 68,822 shares; 2024Q4: 76,833 shares; 2025Q1: 67,362 shares; 2025Q2: 98,840 shares; 2025Q3: 91,668 shares; 2025Q4: 87,595 shares; 2026Q1: 89,694 shares; 2026Q2: 59,948 shares 59,948 $4.59M 0.84% -29,746 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,101 shares; 2024Q4: 24,365 shares; 2025Q1: 24,002 shares; 2025Q2: 26,225 shares; 2025Q3: 27,199 shares; 2025Q4: 26,973 shares; 2026Q1: 27,479 shares; 2026Q2: 26,547 shares 26,547 $4.4M 0.81% -932 Timeline BAI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,012 shares; 2025Q3: 66,534 shares; 2025Q4: 80,994 shares; 2026Q1: 91,415 shares; 2026Q2: 81,318 shares 81,318 $4.29M 0.78% -10,097 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: 36,214 shares; 2024Q4: 41,470 shares; 2025Q1: 29,240 shares; 2025Q2: 27,185 shares; 2025Q3: 12,510 shares; 2025Q4: 8,492 shares; 2026Q1: 27,384 shares; 2026Q2: 33,603 shares 33,603 $4.18M 0.77% +6,219 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,166 shares; 2024Q4: 44,484 shares; 2025Q1: 43,614 shares; 2025Q2: 43,445 shares; 2025Q3: 43,532 shares; 2025Q4: 43,426 shares; 2026Q1: 43,497 shares; 2026Q2: 43,424 shares 43,424 $4.15M 0.76% -73 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: 4,214 shares; 2024Q4: 4,121 shares; 2025Q1: 4,131 shares; 2025Q2: 3,396 shares; 2025Q3: 3,774 shares; 2025Q4: 3,756 shares; 2026Q1: 3,581 shares; 2026Q2: 3,638 shares 3,638 $3.87M 0.71% +57 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: 32,950 shares; 2024Q4: 27,899 shares; 2025Q1: 27,672 shares; 2025Q2: 25,234 shares; 2025Q3: 27,105 shares; 2025Q4: 27,181 shares; 2026Q1: 28,449 shares; 2026Q2: 26,607 shares 26,607 $3.72M 0.68% -1,842 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,733 shares; 2024Q4: 22,795 shares; 2025Q1: 22,155 shares; 2025Q2: 23,578 shares; 2025Q3: 26,744 shares; 2025Q4: 26,297 shares; 2026Q1: 21,486 shares; 2026Q2: 21,355 shares 21,355 $3.71M 0.68% -131 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: 12,122 shares; 2024Q4: 11,748 shares; 2025Q1: 11,777 shares; 2025Q2: 11,289 shares; 2025Q3: 13,539 shares; 2025Q4: 13,144 shares; 2026Q1: 13,074 shares; 2026Q2: 12,990 shares 12,990 $3.65M 0.67% -84 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 reported; 2024Q4: 4,575 shares; 2025Q1: 5,388 shares; 2025Q2: 6,073 shares; 2025Q3: 6,694 shares; 2025Q4: 10,613 shares; 2026Q1: 11,792 shares; 2026Q2: 10,387 shares 10,387 $3.56M 0.65% -1,405 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,667 shares; 2024Q4: 22,358 shares; 2025Q1: 23,589 shares; 2025Q2: 24,640 shares; 2025Q3: 29,803 shares; 2025Q4: 28,779 shares; 2026Q1: 26,977 shares; 2026Q2: 25,726 shares 25,726 $3.52M 0.64% -1,251 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,564 shares; 2024Q4: 113,901 shares; 2025Q1: 114,118 shares; 2025Q2: 123,672 shares; 2025Q3: 123,455 shares; 2025Q4: 117,566 shares; 2026Q1: 135,293 shares; 2026Q2: 151,949 shares 151,949 $3.48M 0.64% +16,656 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,081 shares; 2026Q1: 134,796 shares; 2026Q2: 156,113 shares 156,113 $3.46M 0.63% +21,317 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,086 shares; 2024Q4: 99,012 shares; 2025Q1: 100,217 shares; 2025Q2: 117,662 shares; 2025Q3: 120,428 shares; 2025Q4: 116,801 shares; 2026Q1: 132,667 shares; 2026Q2: 153,534 shares 153,534 $3.43M 0.63% +20,867 Timeline BSEP 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: 63,611 shares; 2024Q4: 63,611 shares; 2025Q1: 62,146 shares; 2025Q2: 62,070 shares; 2025Q3: 63,862 shares; 2025Q4: 63,545 shares; 2026Q1: 63,472 shares; 2026Q2: 63,431 shares 63,431 $3.34M 0.61% -41 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: 11,324 shares; 2024Q4: 11,597 shares; 2025Q1: 11,974 shares; 2025Q2: 11,892 shares; 2025Q3: 15,243 shares; 2025Q4: 14,429 shares; 2026Q1: 13,083 shares; 2026Q2: 12,860 shares 12,860 $3.27M 0.6% -223 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,339 shares; 2024Q4: 35,393 shares; 2025Q1: 34,479 shares; 2025Q2: 33,726 shares; 2025Q3: 34,163 shares; 2025Q4: 33,902 shares; 2026Q1: 33,795 shares; 2026Q2: 33,998 shares 33,998 $3.25M 0.6% +203 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,778 shares; 2024Q4: 28,807 shares; 2025Q1: 27,692 shares; 2025Q2: 27,410 shares; 2025Q3: 27,383 shares; 2025Q4: 26,322 shares; 2026Q1: 26,273 shares; 2026Q2: 26,829 shares 26,829 $3.13M 0.57% +556 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,621 shares; 2024Q4: 13,380 shares; 2025Q1: 21,008 shares; 2025Q2: 29,808 shares; 2025Q3: 19,500 shares; 2025Q4: 12,249 shares; 2026Q1: 14,386 shares; 2026Q2: 30,808 shares 30,808 $3.1M 0.57% +16,422 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,039 shares; 2024Q4: 49,552 shares; 2025Q1: 48,437 shares; 2025Q2: 48,924 shares; 2025Q3: 49,161 shares; 2025Q4: 49,360 shares; 2026Q1: 48,670 shares; 2026Q2: 48,919 shares 48,919 $2.95M 0.54% +249 Timeline BLCR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,410 shares; 2026Q2: 56,774 shares 56,774 $2.86M 0.52% +4,364 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,683 shares; 2026Q1: 139,734 shares; 2026Q2: 139,777 shares 139,777 $2.85M 0.52% +43 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: 4,573 shares; 2024Q4: 4,369 shares; 2025Q1: 4,527 shares; 2025Q2: 3,173 shares; 2025Q3: 14,761 shares; 2025Q4: 15,781 shares; 2026Q1: 15,578 shares; 2026Q2: 15,672 shares 15,672 $2.84M 0.52% +94 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,704 shares; 2024Q4: 9,621 shares; 2025Q1: 9,206 shares; 2025Q2: 9,107 shares; 2025Q3: 9,070 shares; 2025Q4: 8,892 shares; 2026Q1: 8,399 shares; 2026Q2: 8,298 shares 8,298 $2.83M 0.52% -101 Timeline THRO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,575 shares; 2025Q3: 62,488 shares; 2025Q4: 73,230 shares; 2026Q1: 80,488 shares; 2026Q2: 64,555 shares 64,555 $2.78M 0.51% -15,933 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,449 shares; 2024Q4: 8,422 shares; 2025Q1: 7,999 shares; 2025Q2: 7,865 shares; 2025Q3: 7,837 shares; 2025Q4: 7,524 shares; 2026Q1: 6,918 shares; 2026Q2: 6,849 shares 6,849 $2.76M 0.5% -69 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,231 shares; 2024Q4: 12,736 shares; 2025Q1: 12,687 shares; 2025Q2: 12,264 shares; 2025Q3: 12,866 shares; 2025Q4: 12,868 shares; 2026Q1: 12,894 shares; 2026Q2: 12,520 shares 12,520 $2.67M 0.49% -374 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: 5,762 shares; 2025Q1: 5,754 shares; 2025Q2: 5,827 shares; 2025Q3: 6,354 shares; 2025Q4: 6,706 shares; 2026Q1: 7,212 shares; 2026Q2: 7,460 shares 7,460 $2.67M 0.49% +248 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: 29,656 shares; 2024Q4: 30,536 shares; 2025Q1: 35,226 shares; 2025Q2: 37,604 shares; 2025Q3: 36,324 shares; 2025Q4: 25,408 shares; 2026Q1: 25,642 shares; 2026Q2: 12,085 shares 12,085 $2.65M 0.49% -13,557 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: 6,777 shares; 2024Q4: 6,797 shares; 2025Q1: 6,865 shares; 2025Q2: 6,972 shares; 2025Q3: 8,331 shares; 2025Q4: 8,208 shares; 2026Q1: 8,083 shares; 2026Q2: 8,068 shares 8,068 $2.64M 0.48% -15 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,027 shares; 2024Q4: 37,233 shares; 2025Q1: 40,113 shares; 2025Q2: 43,182 shares; 2025Q3: 44,447 shares; 2025Q4: 49,686 shares; 2026Q1: 54,685 shares; 2026Q2: 58,966 shares 58,966 $2.62M 0.48% +4,281 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares; 2026Q1: 2,160 shares; 2026Q2: 2,219 shares 2,219 $2.56M 0.47% +59 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,539 shares; 2024Q4: 5,518 shares; 2025Q1: 5,326 shares; 2025Q2: 5,248 shares; 2025Q3: 5,210 shares; 2025Q4: 5,035 shares; 2026Q1: 4,918 shares; 2026Q2: 4,916 shares 4,916 $2.55M 0.47% -2 Timeline IDEF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,487 shares; 2026Q2: 80,121 shares 80,121 $2.55M 0.47% +12,634 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 52,593 shares; 2025Q3: 51,929 shares; 2025Q4: 55,812 shares; 2026Q1: 55,217 shares; 2026Q2: 54,822 shares 54,822 $2.49M 0.46% -395 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,020 shares; 2024Q4: 21,105 shares; 2025Q1: 20,167 shares; 2025Q2: 19,096 shares; 2025Q3: 19,394 shares; 2025Q4: 21,275 shares; 2026Q1: 24,305 shares; 2026Q2: 24,922 shares 24,922 $2.45M 0.45% +617 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; 2024Q3: 1,604 shares; 2024Q4: 1,711 shares; 2025Q1: 1,886 shares; 2025Q2: 1,826 shares; 2025Q3: 1,879 shares; 2025Q4: 1,982 shares; 2026Q1: 1,985 shares; 2026Q2: 2,003 shares 2,003 $2.4M 0.44% +18 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,481 shares; 2024Q4: 29,893 shares; 2025Q1: 25,835 shares; 2025Q2: 23,706 shares; 2025Q3: 23,726 shares; 2025Q4: 23,037 shares; 2026Q1: 22,311 shares; 2026Q2: 20,920 shares 20,920 $2.4M 0.44% -1,391 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 6,150 shares; 2025Q1: 5,656 shares; 2025Q2: 5,723 shares; 2025Q3: 6,408 shares; 2025Q4: 6,313 shares; 2026Q1: 6,477 shares; 2026Q2: 6,754 shares 6,754 $2.39M 0.44% +277 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,308 shares; 2025Q4: 37,051 shares; 2026Q1: 36,572 shares; 2026Q2: 40,351 shares 40,351 $2.33M 0.43% +3,779 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 4,893 shares; 2025Q1: 4,672 shares; 2025Q2: 4,639 shares; 2025Q3: 4,536 shares; 2025Q4: 4,489 shares; 2026Q1: 4,444 shares; 2026Q2: 4,456 shares 4,456 $2.27M 0.42% +12 Timeline CORO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,472 shares 61,472 $2.25M 0.41% new 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: 14,506 shares; 2024Q4: 14,046 shares; 2025Q1: 13,978 shares; 2025Q2: 14,148 shares; 2025Q3: 15,339 shares; 2025Q4: 16,764 shares; 2026Q1: 17,525 shares; 2026Q2: 17,221 shares 17,221 $2.21M 0.41% -304 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,015 shares; 2024Q4: 10,006 shares; 2025Q1: 9,562 shares; 2025Q2: 9,466 shares; 2025Q3: 9,604 shares; 2025Q4: 9,407 shares; 2026Q1: 9,045 shares; 2026Q2: 5,500 shares 5,500 $2.18M 0.4% -3,545 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,410 shares; 2024Q4: 40,933 shares; 2025Q1: 42,139 shares; 2025Q2: 42,633 shares; 2025Q3: 42,633 shares; 2025Q4: 42,751 shares; 2026Q1: 42,833 shares; 2026Q2: 44,190 shares 44,190 $2.18M 0.4% +1,357 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,857 shares; 2025Q1: 3,876 shares; 2025Q2: 3,747 shares; 2025Q3: 5,770 shares; 2025Q4: 5,598 shares; 2026Q1: 5,877 shares; 2026Q2: 5,808 shares 5,808 $2.17M 0.4% -69 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,155 shares; 2024Q4: 79,191 shares; 2025Q1: 71,072 shares; 2025Q2: 70,951 shares; 2025Q3: 70,766 shares; 2025Q4: 69,118 shares; 2026Q1: 67,280 shares; 2026Q2: 66,862 shares 66,862 $2.14M 0.39% -418 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,814 shares; 2024Q4: 25,600 shares; 2025Q1: 22,233 shares; 2025Q2: 20,986 shares; 2025Q3: 20,473 shares; 2025Q4: 18,677 shares; 2026Q1: 16,744 shares; 2026Q2: 16,595 shares 16,595 $2.1M 0.38% -149 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: 6,214 shares; 2024Q4: 6,253 shares; 2025Q1: 5,968 shares; 2025Q2: 5,917 shares; 2025Q3: 5,979 shares; 2025Q4: 5,811 shares; 2026Q1: 5,772 shares; 2026Q2: 5,861 shares 5,861 $2.07M 0.38% +89 Timeline BJUL 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: 37,616 shares; 2024Q4: 37,616 shares; 2025Q1: 37,061 shares; 2025Q2: 37,134 shares; 2025Q3: 38,351 shares; 2025Q4: 38,351 shares; 2026Q1: 38,174 shares; 2026Q2: 38,045 shares 38,045 $2.07M 0.38% -129 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,451 shares; 2024Q4: 6,661 shares; 2025Q1: 7,001 shares; 2025Q2: 7,270 shares; 2025Q3: 7,733 shares; 2025Q4: 7,558 shares; 2026Q1: 7,647 shares; 2026Q2: 8,202 shares 8,202 $2.06M 0.38% +555 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,244 shares; 2024Q4: 23,502 shares; 2025Q1: 22,456 shares; 2025Q2: 44,594 shares; 2025Q3: 44,705 shares; 2025Q4: 43,629 shares; 2026Q1: 42,649 shares; 2026Q2: 42,601 shares 42,601 $2.05M 0.37% -48 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,316 shares 21,316 $2.01M 0.37% new 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; 2024Q3: 17,631 shares; 2024Q4: 17,631 shares; 2025Q1: 28,035 shares; 2025Q2: 27,734 shares; 2025Q3: 27,673 shares; 2025Q4: 27,673 shares; 2026Q1: 35,156 shares; 2026Q2: 34,316 shares 34,316 $1.98M 0.36% -840 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: 2,747 shares; 2024Q4: 2,739 shares; 2025Q1: 2,831 shares; 2025Q2: 2,935 shares; 2025Q3: 2,952 shares; 2025Q4: 2,633 shares; 2026Q1: 2,637 shares; 2026Q2: 2,604 shares 2,604 $1.94M 0.36% -33 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,890 shares; 2024Q4: 3,919 shares; 2025Q1: 3,915 shares; 2025Q2: 3,655 shares; 2025Q3: 3,633 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 22,487 shares 22,487 $1.94M 0.35% +18,737 Timeline BFEB 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: 13,747 shares; 2024Q4: 13,747 shares; 2025Q1: 16,448 shares; 2025Q2: 16,448 shares; 2025Q3: 16,368 shares; 2025Q4: 16,248 shares; 2026Q1: 35,345 shares; 2026Q2: 35,179 shares 35,179 $1.85M 0.34% -166 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,020 shares; 2024Q4: 14,379 shares; 2025Q1: 14,645 shares; 2025Q2: 13,952 shares; 2025Q3: 13,577 shares; 2025Q4: 13,276 shares; 2026Q1: 12,858 shares; 2026Q2: 12,620 shares 12,620 $1.85M 0.34% -238 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,028 shares; 2024Q4: 9,823 shares; 2025Q1: 9,749 shares; 2025Q2: 10,539 shares; 2025Q3: 10,569 shares; 2025Q4: 10,384 shares; 2026Q1: 9,896 shares; 2026Q2: 10,437 shares 10,437 $1.83M 0.34% +541 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,610 shares; 2024Q4: 21,646 shares; 2025Q1: 22,709 shares; 2025Q2: 23,646 shares; 2025Q3: 24,265 shares; 2025Q4: 27,192 shares; 2026Q1: 29,543 shares; 2026Q2: 32,443 shares 32,443 $1.82M 0.33% +2,900 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,998 shares; 2024Q4: 13,018 shares; 2025Q1: 12,414 shares; 2025Q2: 14,122 shares; 2025Q3: 14,209 shares; 2025Q4: 9,837 shares; 2026Q1: 11,859 shares; 2026Q2: 18,830 shares 18,830 $1.8M 0.33% +6,971 Timeline BMAY 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: 10,913 shares; 2024Q4: 10,913 shares; 2025Q1: 10,894 shares; 2025Q2: 19,081 shares; 2025Q3: 19,036 shares; 2025Q4: 19,036 shares; 2026Q1: 19,010 shares; 2026Q2: 37,903 shares 37,903 $1.79M 0.33% +18,893 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,549 shares; 2024Q4: 16,332 shares; 2025Q1: 15,487 shares; 2025Q2: 15,769 shares; 2025Q3: 15,939 shares; 2025Q4: 15,953 shares; 2026Q1: 14,875 shares; 2026Q2: 15,130 shares 15,130 $1.72M 0.31% +255 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; 2024Q3: 20,018 shares; 2024Q4: 20,140 shares; 2025Q1: 19,285 shares; 2025Q2: 19,202 shares; 2025Q3: 19,205 shares; 2025Q4: 19,354 shares; 2026Q1: 18,471 shares; 2026Q2: 18,566 shares 18,566 $1.7M 0.31% +95 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,937 shares; 2024Q4: 40,782 shares; 2025Q1: 38,648 shares; 2025Q2: 38,148 shares; 2025Q3: 37,886 shares; 2025Q4: 36,907 shares; 2026Q1: 35,844 shares; 2026Q2: 35,924 shares 35,924 $1.69M 0.31% +80 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 2,882 shares; 2025Q1: 3,675 shares; 2025Q2: 3,993 shares; 2025Q3: 17,833 shares; 2025Q4: 17,206 shares; 2026Q1: 17,354 shares; 2026Q2: 16,417 shares 16,417 $1.68M 0.31% -937 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 885 shares; 2025Q1: 865 shares; 2025Q2: 900 shares; 2025Q3: 1,389 shares; 2025Q4: 1,470 shares; 2026Q1: 1,434 shares; 2026Q2: 1,420 shares 1,420 $1.67M 0.31% -14 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,211 shares; 2025Q4: 20,386 shares; 2026Q1: 20,982 shares; 2026Q2: 22,098 shares 22,098 $1.59M 0.29% +1,116 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,449 shares; 2024Q4: 12,203 shares; 2025Q1: 7,166 shares; 2025Q2: 7,096 shares; 2025Q3: 7,097 shares; 2025Q4: 7,076 shares; 2026Q1: 7,083 shares; 2026Q2: 7,273 shares 7,273 $1.59M 0.29% +190 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,076 shares; 2025Q1: 7,711 shares; 2025Q2: 13,305 shares; 2025Q3: 13,303 shares; 2025Q4: 12,720 shares; 2026Q1: 12,277 shares; 2026Q2: 11,893 shares 11,893 $1.56M 0.29% -384 Timeline BJAN 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: 20,197 shares; 2024Q4: 20,082 shares; 2025Q1: 22,660 shares; 2025Q2: 22,510 shares; 2025Q3: 22,470 shares; 2025Q4: 25,427 shares; 2026Q1: 25,346 shares; 2026Q2: 25,161 shares 25,161 $1.48M 0.27% -185 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,871 shares; 2026Q1: 25,454 shares; 2026Q2: 37,952 shares 37,952 $1.44M 0.26% +12,498 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,333 shares; 2025Q1: 2,586 shares; 2025Q2: 2,640 shares; 2025Q3: 4,028 shares; 2025Q4: 4,023 shares; 2026Q1: 3,984 shares; 2026Q2: 4,128 shares 4,128 $1.42M 0.26% +144 Timeline BAUG 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: 17,374 shares; 2024Q4: 17,213 shares; 2025Q1: 17,063 shares; 2025Q2: 17,063 shares; 2025Q3: 25,673 shares; 2025Q4: 25,666 shares; 2026Q1: 25,666 shares; 2026Q2: 25,589 shares 25,589 $1.37M 0.25% -77 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,613 shares; 2024Q4: 39,355 shares; 2025Q1: 39,433 shares; 2025Q2: 40,469 shares; 2025Q3: 43,605 shares; 2025Q4: 42,604 shares; 2026Q1: 52,844 shares; 2026Q2: 52,703 shares 52,703 $1.35M 0.25% -141 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 2,564 shares; 2025Q1: 3,237 shares; 2025Q2: 3,283 shares; 2025Q3: 3,750 shares; 2025Q4: 3,788 shares; 2026Q1: 3,718 shares; 2026Q2: 3,482 shares 3,482 $1.32M 0.24% -236 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: 5,422 shares; 2024Q4: 5,574 shares; 2025Q1: 5,636 shares; 2025Q2: 5,001 shares; 2025Q3: 5,317 shares; 2025Q4: 4,928 shares; 2026Q1: 4,969 shares; 2026Q2: 4,858 shares 4,858 $1.31M 0.24% -111 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,739 shares; 2024Q4: 7,733 shares; 2025Q1: 7,759 shares; 2025Q2: 7,757 shares; 2025Q3: 7,738 shares; 2025Q4: 7,763 shares; 2026Q1: 7,784 shares; 2026Q2: 7,769 shares 7,769 $1.29M 0.24% -15 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,597 shares; 2024Q4: 13,556 shares; 2025Q1: 13,682 shares; 2025Q2: 13,678 shares; 2025Q3: 13,973 shares; 2025Q4: 14,203 shares; 2026Q1: 15,049 shares; 2026Q2: 14,724 shares 14,724 $1.29M 0.24% -325 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 4,955 shares; 2026Q1: 4,991 shares; 2026Q2: 5,023 shares 5,023 $1.28M 0.23% +32 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,248 shares; 2026Q1: 47,164 shares; 2026Q2: 49,307 shares 49,307 $1.26M 0.23% +2,143 Timeline SPYG 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: 11,073 shares; 2024Q4: 10,744 shares; 2025Q1: 10,746 shares; 2025Q2: 10,670 shares; 2025Q3: 10,670 shares; 2025Q4: 10,577 shares; 2026Q1: 10,577 shares; 2026Q2: 10,577 shares 10,577 $1.26M 0.23% 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; 2024Q3: 10,114 shares; 2024Q4: 10,118 shares; 2025Q1: 9,658 shares; 2025Q2: 9,520 shares; 2025Q3: 9,493 shares; 2025Q4: 9,195 shares; 2026Q1: 8,807 shares; 2026Q2: 9,181 shares 9,181 $1.26M 0.23% +374 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; 2024Q3: 15,732 shares; 2024Q4: 15,545 shares; 2025Q1: 15,590 shares; 2025Q2: 15,626 shares; 2025Q3: 16,415 shares; 2025Q4: 14,981 shares; 2026Q1: 15,085 shares; 2026Q2: 14,912 shares 14,912 $1.23M 0.23% -173 Timeline BAPR 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: 9,533 shares; 2024Q4: 9,531 shares; 2025Q1: 9,531 shares; 2025Q2: 18,539 shares; 2025Q3: 18,503 shares; 2025Q4: 18,503 shares; 2026Q1: 18,948 shares; 2026Q2: 22,894 shares 22,894 $1.22M 0.22% +3,946 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; 2024Q3: 17,771 shares; 2024Q4: 19,073 shares; 2025Q1: 18,823 shares; 2025Q2: 18,823 shares; 2025Q3: 18,880 shares; 2025Q4: 23,011 shares; 2026Q1: 22,946 shares; 2026Q2: 22,899 shares 22,899 $1.21M 0.22% -47 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,862 shares; 2024Q4: 6,478 shares; 2025Q1: 6,610 shares; 2025Q2: 6,627 shares; 2025Q3: 6,761 shares; 2025Q4: 6,542 shares; 2026Q1: 7,900 shares; 2026Q2: 7,596 shares 7,596 $1.19M 0.22% -304 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: 9,534 shares; 2024Q4: 9,845 shares; 2025Q1: 9,938 shares; 2025Q2: 10,065 shares; 2025Q3: 10,265 shares; 2025Q4: 10,483 shares; 2026Q1: 10,867 shares; 2026Q2: 10,431 shares 10,431 $1.18M 0.22% -436 Timeline BDEC 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: 7,483 shares; 2024Q4: 11,710 shares; 2025Q1: 11,710 shares; 2025Q2: 11,640 shares; 2025Q3: 11,236 shares; 2025Q4: 16,528 shares; 2026Q1: 22,725 shares; 2026Q2: 22,044 shares 22,044 $1.17M 0.21% -681 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 3,907 shares; 2025Q1: 3,888 shares; 2025Q2: 3,932 shares; 2025Q3: 3,898 shares; 2025Q4: 4,782 shares; 2026Q1: 5,319 shares; 2026Q2: 5,291 shares 5,291 $1.17M 0.21% -28 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,938 shares 29,938 $1.14M 0.21% new 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: 31,596 shares; 2024Q4: 31,564 shares; 2025Q1: 32,661 shares; 2025Q2: 35,282 shares; 2025Q3: 45,324 shares; 2025Q4: 46,382 shares; 2026Q1: 47,201 shares; 2026Q2: 46,747 shares 46,747 $1.13M 0.21% -454 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,242 shares; 2024Q4: 29,428 shares; 2025Q1: 28,923 shares; 2025Q2: 29,193 shares; 2025Q3: 30,616 shares; 2025Q4: 29,739 shares; 2026Q1: 29,898 shares; 2026Q2: 30,230 shares 30,230 $1.12M 0.2% +332 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: 14,397 shares; 2024Q4: 14,663 shares; 2025Q1: 14,700 shares; 2025Q2: 15,194 shares; 2025Q3: 18,730 shares; 2025Q4: 19,032 shares; 2026Q1: 19,153 shares; 2026Q2: 19,267 shares 19,267 $1.1M 0.2% +114 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,207 shares; 2025Q1: 30,650 shares; 2025Q2: 30,769 shares; 2025Q3: 35,176 shares; 2025Q4: 35,770 shares; 2026Q1: 40,272 shares; 2026Q2: 42,353 shares 42,353 $1.08M 0.2% +2,081 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: 1,590 shares; 2024Q4: 1,659 shares; 2025Q1: 1,797 shares; 2025Q2: 1,853 shares; 2025Q3: 1,889 shares; 2025Q4: 1,859 shares; 2026Q1: 1,896 shares; 2026Q2: 1,872 shares 1,872 $1.05M 0.19% -24 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,936 shares; 2024Q4: 15,133 shares; 2025Q1: 14,089 shares; 2025Q2: 14,700 shares; 2025Q3: 22,901 shares; 2025Q4: 19,229 shares; 2026Q1: 22,872 shares; 2026Q2: 24,896 shares 24,896 $1.05M 0.19% +2,024 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,000 shares; 2024Q4: 60,091 shares; 2025Q1: 57,305 shares; 2025Q2: 56,668 shares; 2025Q3: 57,900 shares; 2025Q4: 57,069 shares; 2026Q1: 55,671 shares; 2026Q2: 56,382 shares 56,382 $1.04M 0.19% +711 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,552 shares; 2025Q1: 1,538 shares; 2025Q2: 1,469 shares; 2025Q3: 4,946 shares; 2025Q4: 6,776 shares; 2026Q1: 8,900 shares; 2026Q2: 8,392 shares 8,392 $1.04M 0.19% -508 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,852 shares; 2026Q2: 13,390 shares 13,390 $1.04M 0.19% -1,462 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,609 shares; 2026Q2: 26,454 shares 26,454 $1.02M 0.19% -155 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,747 shares; 2024Q4: 30,696 shares; 2025Q1: 29,994 shares; 2025Q2: 39,467 shares; 2025Q3: 37,634 shares; 2025Q4: 26,098 shares; 2026Q1: 37,279 shares; 2026Q2: 37,264 shares 37,264 $1.02M 0.19% -15 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: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 6,291 shares; 2025Q2: 8,737 shares; 2025Q3: 14,782 shares; 2025Q4: 16,322 shares; 2026Q1: 2,811 shares; 2026Q2: 2,730 shares 2,730 $999K 0.18% -81 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; 2024Q3: 5,905 shares; 2024Q4: 6,011 shares; 2025Q1: 5,988 shares; 2025Q2: 6,040 shares; 2025Q3: 6,819 shares; 2025Q4: 6,969 shares; 2026Q1: 7,154 shares; 2026Q2: 7,442 shares 7,442 $942K 0.17% +288 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 746 shares; 2025Q1: 739 shares; 2025Q2: 876 shares; 2025Q3: 1,366 shares; 2025Q4: 1,406 shares; 2026Q1: 1,285 shares; 2026Q2: 1,237 shares 1,237 $911K 0.17% -48 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: 14,135 shares; 2024Q4: 13,553 shares; 2025Q1: 13,906 shares; 2025Q2: 12,663 shares; 2025Q3: 4,927 shares; 2025Q4: 3,870 shares; 2026Q1: 3,619 shares; 2026Q2: 3,496 shares 3,496 $882K 0.16% -123 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,740 shares; 2024Q4: 12,950 shares; 2025Q1: 12,710 shares; 2025Q2: 12,894 shares; 2025Q3: 14,673 shares; 2025Q4: 15,034 shares; 2026Q1: 15,804 shares; 2026Q2: 16,200 shares 16,200 $878K 0.16% +396 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: 1,216 shares; 2024Q4: 1,379 shares; 2025Q1: 1,530 shares; 2025Q2: 1,784 shares; 2025Q3: 1,994 shares; 2025Q4: 2,068 shares; 2026Q1: 2,128 shares; 2026Q2: 2,078 shares 2,078 $874K 0.16% -50 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,900 shares; 2025Q1: 15,186 shares; 2025Q2: 13,319 shares; 2025Q3: 17,322 shares; 2025Q4: 16,526 shares; 2026Q1: 11,396 shares; 2026Q2: 11,471 shares 11,471 $866K 0.16% +75 Timeline SPYV 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: 13,638 shares; 2024Q4: 13,637 shares; 2025Q1: 13,659 shares; 2025Q2: 14,657 shares; 2025Q3: 14,705 shares; 2025Q4: 14,141 shares; 2026Q1: 14,008 shares; 2026Q2: 14,000 shares 14,000 $851K 0.16% -8 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: 1,304 shares; 2024Q4: 1,344 shares; 2025Q1: 1,368 shares; 2025Q2: 1,377 shares; 2025Q3: 1,739 shares; 2025Q4: 1,754 shares; 2026Q1: 1,705 shares; 2026Q2: 1,656 shares 1,656 $850K 0.16% -49 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 3,796 shares; 2026Q1: 3,822 shares; 2026Q2: 3,813 shares 3,813 $850K 0.16% -9 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 3,206 shares; 2025Q1: 3,218 shares; 2025Q2: 3,226 shares; 2025Q3: 3,658 shares; 2025Q4: 3,666 shares; 2026Q1: 3,627 shares; 2026Q2: 3,387 shares 3,387 $841K 0.15% -240 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: 7,870 shares; 2024Q4: 23,610 shares; 2025Q1: 23,610 shares; 2025Q2: 23,610 shares; 2025Q3: 23,610 shares; 2025Q4: 23,610 shares; 2026Q1: 23,971 shares; 2026Q2: 23,971 shares 23,971 $834K 0.15% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 2,991 shares; 2025Q1: 3,026 shares; 2025Q2: 3,072 shares; 2025Q3: 3,694 shares; 2025Q4: 3,702 shares; 2026Q1: 3,866 shares; 2026Q2: 3,677 shares 3,677 $796K 0.15% -189 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,293 shares; 2025Q2: 9,312 shares; 2025Q3: 3,962 shares; 2025Q4: 3,962 shares; 2026Q1: 4,208 shares; 2026Q2: 4,199 shares 4,199 $791K 0.14% -9 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 764 shares; 2026Q1: 816 shares; 2026Q2: 804 shares 804 $787K 0.14% -12 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: 5,049 shares; 2024Q4: 5,196 shares; 2025Q1: 5,173 shares; 2025Q2: 5,237 shares; 2025Q3: 5,263 shares; 2025Q4: 5,395 shares; 2026Q1: 5,445 shares; 2026Q2: 5,360 shares 5,360 $786K 0.14% -85 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,822 shares; 2026Q1: 18,838 shares; 2026Q2: 18,165 shares 18,165 $757K 0.14% -673 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,826 shares; 2024Q4: 14,281 shares; 2025Q1: 13,558 shares; 2025Q2: 7,937 shares; 2025Q3: 9,135 shares; 2025Q4: 12,036 shares; 2026Q1: 12,832 shares; 2026Q2: 12,833 shares 12,833 $739K 0.14% +1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,568 shares; 2025Q3: 9,861 shares; 2025Q4: 10,390 shares; 2026Q1: 11,810 shares; 2026Q2: 11,628 shares 11,628 $718K 0.13% -182 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,210 shares; 2025Q1: 3,342 shares; 2025Q2: 3,350 shares; 2025Q3: 3,462 shares; 2025Q4: 3,573 shares; 2026Q1: 3,669 shares; 2026Q2: 3,747 shares 3,747 $711K 0.13% +78 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,794 shares; 2025Q1: 2,038 shares; 2025Q2: 2,125 shares; 2025Q3: 2,365 shares; 2025Q4: 2,317 shares; 2026Q1: 1,937 shares; 2026Q2: 1,933 shares 1,933 $700K 0.13% -4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares; 2026Q1: 17,087 shares; 2026Q2: 17,036 shares 17,036 $684K 0.13% -51 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 2,596 shares; 2025Q3: 1,593 shares; 2025Q4: 1,498 shares; 2026Q1: 1,533 shares; 2026Q2: 1,573 shares 1,573 $682K 0.12% +40 Timeline IMAY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,772 shares 20,772 $659K 0.12% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,213 shares; 2024Q4: 13,746 shares; 2025Q1: 13,495 shares; 2025Q2: 13,610 shares; 2025Q3: 4,844 shares; 2025Q4: 5,040 shares; 2026Q1: 4,978 shares; 2026Q2: 4,814 shares 4,814 $652K 0.12% -164 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 3,780 shares; 2025Q1: 3,783 shares; 2025Q2: 3,809 shares; 2025Q3: 3,869 shares; 2025Q4: 3,740 shares; 2026Q1: 3,863 shares; 2026Q2: 3,950 shares 3,950 $646K 0.12% +87 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,874 shares; 2025Q3: 2,566 shares; 2025Q4: 4,971 shares; 2026Q1: 5,495 shares; 2026Q2: 5,875 shares 5,875 $645K 0.12% +380 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,646 shares; 2024Q4: 13,697 shares; 2025Q1: 13,846 shares; 2025Q2: 13,361 shares; 2025Q3: 13,219 shares; 2025Q4: 13,190 shares; 2026Q1: 12,742 shares; 2026Q2: 12,741 shares 12,741 $642K 0.12% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 819 shares; 2025Q1: 840 shares; 2025Q2: 832 shares; 2025Q3: 935 shares; 2025Q4: 946 shares; 2026Q1: 969 shares; 2026Q2: 986 shares 986 $626K 0.11% +17 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares; 2026Q2: 7,095 shares 7,095 $622K 0.11% +54 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,129 shares; 2025Q3: 1,219 shares; 2025Q4: 1,110 shares; 2026Q1: 929 shares; 2026Q2: 858 shares 858 $620K 0.11% -71 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 645 shares; 2025Q1: 638 shares; 2025Q2: 619 shares; 2025Q3: 629 shares; 2025Q4: 637 shares; 2026Q1: 665 shares; 2026Q2: 662 shares 662 $619K 0.11% -3 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,049 shares 1,049 $609K 0.11% +3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,757 shares; 2024Q4: 8,277 shares; 2025Q1: 9,333 shares; 2025Q2: 9,482 shares; 2025Q3: 9,777 shares; 2025Q4: 10,304 shares; 2026Q1: 13,190 shares; 2026Q2: 14,278 shares 14,278 $609K 0.11% +1,088 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; 2024Q3: 1,089 shares; 2024Q4: 985 shares; 2025Q1: 945 shares; 2025Q2: 902 shares; 2025Q3: 1,338 shares; 2025Q4: 1,345 shares; 2026Q1: 1,299 shares; 2026Q2: 1,431 shares 1,431 $595K 0.11% +132 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,952 shares; 2024Q4: 3,941 shares; 2025Q1: 4,180 shares; 2025Q2: 4,132 shares; 2025Q3: 4,132 shares; 2025Q4: 3,891 shares; 2026Q1: 3,942 shares; 2026Q2: 3,942 shares 3,942 $585K 0.11% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 6,488 shares; 2025Q1: 7,535 shares; 2025Q2: 7,658 shares; 2025Q3: 7,575 shares; 2025Q4: 7,975 shares; 2026Q1: 6,190 shares; 2026Q2: 6,896 shares 6,896 $571K 0.1% +706 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 2,892 shares; 2025Q2: 3,114 shares; 2025Q3: 4,303 shares; 2025Q4: 4,155 shares; 2026Q1: 4,221 shares; 2026Q2: 4,082 shares 4,082 $571K 0.1% -139 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 4,050 shares; 2026Q2: 7,267 shares 7,267 $568K 0.1% +3,217 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 1,824 shares; 2025Q1: 1,823 shares; 2025Q2: 2,359 shares; 2025Q3: 2,422 shares; 2025Q4: 2,583 shares; 2026Q1: 2,692 shares; 2026Q2: 2,295 shares 2,295 $565K 0.1% -397 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,519 shares; 2025Q3: 10,471 shares; 2025Q4: 9,142 shares; 2026Q1: 9,142 shares; 2026Q2: 15,865 shares 15,865 $557K 0.1% +6,723 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,736 shares; 2024Q4: 8,048 shares; 2025Q1: 7,171 shares; 2025Q2: 7,288 shares; 2025Q3: 7,556 shares; 2025Q4: 7,896 shares; 2026Q1: 8,125 shares; 2026Q2: 8,383 shares 8,383 $556K 0.1% +258 Timeline SCHC 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: 11,895 shares; 2024Q4: 11,528 shares; 2025Q1: 11,528 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 11,408 shares; 2026Q1: 11,333 shares; 2026Q2: 11,333 shares 11,333 $545K 0.1% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,332 shares; 2026Q2: 12,570 shares 12,570 $545K 0.1% +238 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: 9,555 shares; 2024Q4: 9,698 shares; 2025Q1: 10,067 shares; 2025Q2: 9,160 shares; 2025Q3: 9,214 shares; 2025Q4: 8,495 shares; 2026Q1: 8,499 shares; 2026Q2: 6,697 shares 6,697 $544K 0.1% -1,802 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,013 shares; 2024Q4: 16,052 shares; 2025Q1: 16,052 shares; 2025Q2: 16,052 shares; 2025Q3: 16,052 shares; 2025Q4: 16,052 shares; 2026Q1: 16,052 shares; 2026Q2: 16,052 shares 16,052 $543K 0.1% 0 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: 20,119 shares; 2024Q4: 18,531 shares; 2025Q1: 16,651 shares; 2025Q2: 15,679 shares; 2025Q3: 26,367 shares; 2025Q4: 25,571 shares; 2026Q1: 26,778 shares; 2026Q2: 26,040 shares 26,040 $539K 0.1% -738 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares; 2026Q2: 267 shares 267 $531K 0.1% +9 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,590 shares; 2024Q4: 3,737 shares; 2025Q1: 3,729 shares; 2025Q2: 3,703 shares; 2025Q3: 3,727 shares; 2025Q4: 3,793 shares; 2026Q1: 5,086 shares; 2026Q2: 5,508 shares 5,508 $530K 0.1% +422 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,918 shares; 2025Q4: 7,385 shares; 2026Q1: 10,064 shares; 2026Q2: 11,132 shares 11,132 $529K 0.1% +1,068 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,292 shares; 2024Q4: 20,292 shares; 2025Q1: 20,312 shares; 2025Q2: 20,292 shares; 2025Q3: 20,292 shares; 2025Q4: 20,302 shares; 2026Q1: 20,293 shares; 2026Q2: 20,292 shares 20,292 $526K 0.1% -1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 994 shares; 2025Q1: 1,003 shares; 2025Q2: 1,015 shares; 2025Q3: 1,224 shares; 2025Q4: 1,206 shares; 2026Q1: 1,225 shares; 2026Q2: 1,216 shares 1,216 $505K 0.09% -9 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,391 shares; 2025Q2: 3,504 shares; 2025Q3: 4,692 shares; 2025Q4: 4,833 shares; 2026Q1: 4,789 shares; 2026Q2: 4,874 shares 4,874 $504K 0.09% +85 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,520 shares; 2025Q1: 2,001 shares; 2025Q2: 1,738 shares; 2025Q3: 1,532 shares; 2025Q4: 1,585 shares; 2026Q1: 1,492 shares; 2026Q2: 1,500 shares 1,500 $498K 0.09% +8 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: 1,791 shares; 2025Q1: 1,943 shares; 2025Q2: 1,953 shares; 2025Q3: 2,088 shares; 2025Q4: 2,077 shares; 2026Q1: 2,080 shares; 2026Q2: 2,101 shares 2,101 $482K 0.09% +21 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,705 shares; 2024Q4: 8,778 shares; 2025Q1: 8,725 shares; 2025Q2: 8,939 shares; 2025Q3: 9,975 shares; 2025Q4: 9,955 shares; 2026Q1: 10,012 shares; 2026Q2: 10,057 shares 10,057 $469K 0.09% +45 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 2,128 shares; 2025Q1: 2,391 shares; 2025Q2: 2,268 shares; 2025Q3: 3,195 shares; 2025Q4: 3,513 shares; 2026Q1: 3,282 shares; 2026Q2: 3,410 shares 3,410 $462K 0.08% +128 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,374 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,021 shares; 2026Q1: 10,200 shares; 2026Q2: 10,893 shares 10,893 $461K 0.08% +693 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,053 shares; 2024Q4: 4,019 shares; 2025Q1: 4,004 shares; 2025Q2: 4,156 shares; 2025Q3: 4,049 shares; 2025Q4: 3,532 shares; 2026Q1: 3,512 shares; 2026Q2: 3,526 shares 3,526 $461K 0.08% +14 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,643 shares; 2025Q4: 10,584 shares; 2026Q1: 10,584 shares; 2026Q2: 10,533 shares 10,533 $443K 0.08% -51 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,221 shares; 2025Q4: 3,211 shares; 2026Q1: 2,779 shares; 2026Q2: 2,511 shares 2,511 $443K 0.08% -268 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,171 shares; 2024Q4: 15,524 shares; 2025Q1: 15,082 shares; 2025Q2: 18,211 shares; 2025Q3: 18,279 shares; 2025Q4: 11,832 shares; 2026Q1: 9,936 shares; 2026Q2: 5,496 shares 5,496 $442K 0.08% -4,440 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 4,829 shares; 2025Q1: 4,668 shares; 2025Q2: 4,632 shares; 2025Q3: 5,555 shares; 2025Q4: 5,574 shares; 2026Q1: 5,624 shares; 2026Q2: 5,700 shares 5,700 $439K 0.08% +76 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,691 shares; 2025Q4: 12,156 shares; 2026Q1: 12,025 shares; 2026Q2: 12,022 shares 12,022 $425K 0.08% -3 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; 2024Q3: 1,094 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $413K 0.08% 0 Timeline BJUN 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: 259,309 shares; 2024Q4: 255,191 shares; 2025Q1: 253,585 shares; 2025Q2: 254,782 shares; 2025Q3: 254,433 shares; 2025Q4: 7,351 shares; 2026Q1: 7,351 shares; 2026Q2: 8,441 shares 8,441 $411K 0.08% +1,090 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,198 shares; 2025Q1: 2,186 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,210 shares; 2026Q1: 2,216 shares; 2026Q2: 2,209 shares 2,209 $409K 0.07% -7 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; 2024Q3: 7,797 shares; 2024Q4: 7,641 shares; 2025Q1: 7,639 shares; 2025Q2: 7,639 shares; 2025Q3: 7,639 shares; 2025Q4: 7,891 shares; 2026Q1: 7,891 shares; 2026Q2: 7,891 shares 7,891 $409K 0.07% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,878 shares; 2024Q4: 4,979 shares; 2025Q1: 5,007 shares; 2025Q2: 4,953 shares; 2025Q3: 5,034 shares; 2025Q4: 5,048 shares; 2026Q1: 5,344 shares; 2026Q2: 5,199 shares 5,199 $403K 0.07% -145 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,322 shares; 2026Q2: 2,409 shares 2,409 $394K 0.07% +87 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,537 shares; 2025Q4: 9,481 shares; 2026Q1: 9,481 shares; 2026Q2: 9,430 shares 9,430 $390K 0.07% -51 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,501 shares; 2024Q4: 2,471 shares; 2025Q1: 2,403 shares; 2025Q2: 2,418 shares; 2025Q3: 2,430 shares; 2025Q4: 2,441 shares; 2026Q1: 2,425 shares; 2026Q2: 2,404 shares 2,404 $389K 0.07% -21 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,901 shares; 2025Q1: 2,917 shares; 2025Q2: 2,930 shares; 2025Q3: 3,565 shares; 2025Q4: 3,433 shares; 2026Q1: 3,314 shares; 2026Q2: 3,290 shares 3,290 $387K 0.07% -24 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 5,313 shares; 2025Q1: 5,352 shares; 2025Q2: 5,299 shares; 2025Q3: 4,879 shares; 2025Q4: 4,778 shares; 2026Q1: 4,614 shares; 2026Q2: 4,237 shares 4,237 $384K 0.07% -377 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares; 2026Q1: 6,193 shares; 2026Q2: 6,318 shares 6,318 $380K 0.07% +125 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares 1,706 $372K 0.07% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,947 shares; 2024Q4: 22,947 shares; 2025Q1: 22,947 shares; 2025Q2: 22,947 shares; 2025Q3: 26,147 shares; 2025Q4: 37,147 shares; 2026Q1: 34,647 shares; 2026Q2: 40,147 shares 40,147 $370K 0.07% +5,500 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $366K 0.07% new 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; 2024Q3: 629 shares; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 909 shares; 2025Q4: 776 shares; 2026Q1: 809 shares; 2026Q2: 830 shares 830 $354K 0.06% +21 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 1,971 shares; 2025Q1: 1,961 shares; 2025Q2: 2,013 shares; 2025Q3: 3,014 shares; 2025Q4: 3,267 shares; 2026Q1: 3,254 shares; 2026Q2: 2,991 shares 2,991 $354K 0.06% -263 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 1,908 shares; 2026Q2: 2,040 shares 2,040 $335K 0.06% +132 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,352 shares 10,352 $313K 0.06% 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: 7,406 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 5,656 shares; 2026Q1: 5,656 shares; 2026Q2: 5,656 shares 5,656 $311K 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,921 shares; 2025Q1: 3,021 shares; 2025Q2: 3,062 shares; 2025Q3: 3,144 shares; 2025Q4: 3,243 shares; 2026Q1: 3,341 shares; 2026Q2: 3,364 shares 3,364 $310K 0.06% +23 Timeline IMAR 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 reported; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 10,834 shares; 2025Q3: 10,834 shares; 2025Q4: 10,834 shares; 2026Q1: 10,271 shares; 2026Q2: 10,086 shares 10,086 $307K 0.06% -185 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,525 shares 1,525 $302K 0.06% -4 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,127 shares; 2025Q1: 1,121 shares; 2025Q2: 1,112 shares; 2025Q3: not reported; 2025Q4: 1,665 shares; 2026Q1: not reported; 2026Q2: 994 shares 994 $296K 0.05% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,534 shares; 2024Q4: 5,539 shares; 2025Q1: 5,420 shares; 2025Q2: 5,269 shares; 2025Q3: 5,121 shares; 2025Q4: 4,585 shares; 2026Q1: 4,541 shares; 2026Q2: 3,900 shares 3,900 $295K 0.05% -641 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,899 shares; 2024Q4: 8,602 shares; 2025Q1: 8,082 shares; 2025Q2: 7,833 shares; 2025Q3: 11,715 shares; 2025Q4: 12,657 shares; 2026Q1: 12,997 shares; 2026Q2: 11,758 shares 11,758 $289K 0.05% -1,239 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,268 shares; 2024Q4: 5,637 shares; 2025Q1: 5,703 shares; 2025Q2: 5,780 shares; 2025Q3: 6,510 shares; 2025Q4: 6,294 shares; 2026Q1: 5,049 shares; 2026Q2: 3,590 shares 3,590 $288K 0.05% -1,459 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,400 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 12,000 shares; 2025Q3: 13,538 shares; 2025Q4: 13,538 shares; 2026Q1: 13,538 shares; 2026Q2: 14,000 shares 14,000 $288K 0.05% +462 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 946 shares 946 $285K 0.05% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $278K 0.05% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,665 shares; 2026Q2: 10,918 shares 10,918 $277K 0.05% +253 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 780 shares; 2025Q4: 808 shares; 2026Q1: 797 shares; 2026Q2: 816 shares 816 $276K 0.05% +19 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 634 shares 634 $273K 0.05% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 740 shares; 2025Q4: 747 shares; 2026Q1: 753 shares; 2026Q2: 751 shares 751 $266K 0.05% -2 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,200 shares 24,200 $265K 0.05% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,733 shares; 2026Q2: 7,260 shares 7,260 $264K 0.05% +1,527 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,884 shares; 2026Q1: 3,837 shares; 2026Q2: 3,482 shares 3,482 $262K 0.05% -355 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,112 shares; 2024Q4: 1,916 shares; 2025Q1: 1,720 shares; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,258 shares; 2026Q2: 1,248 shares 1,248 $261K 0.05% -10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 964 shares; 2025Q1: 921 shares; 2025Q2: 934 shares; 2025Q3: 936 shares; 2025Q4: 781 shares; 2026Q1: 772 shares; 2026Q2: 934 shares 934 $260K 0.05% +162 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,354 shares 2,354 $260K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,442 shares; 2025Q3: 1,487 shares; 2025Q4: 1,561 shares; 2026Q1: not reported; 2026Q2: 1,393 shares 1,393 $257K 0.05% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,945 shares; 2024Q4: 6,190 shares; 2025Q1: 5,442 shares; 2025Q2: 5,442 shares; 2025Q3: 5,442 shares; 2025Q4: 5,442 shares; 2026Q1: 5,068 shares; 2026Q2: 5,068 shares 5,068 $255K 0.05% 0 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: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,065 shares; 2025Q2: 3,064 shares; 2025Q3: 3,062 shares; 2025Q4: 3,009 shares; 2026Q1: 2,822 shares; 2026Q2: 2,606 shares 2,606 $251K 0.05% -216 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,097 shares; 2025Q4: 1,154 shares; 2026Q1: 1,253 shares; 2026Q2: 1,249 shares 1,249 $251K 0.05% -4 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,161 shares; 2026Q2: 1,164 shares 1,164 $249K 0.05% +3 Timeline DFAS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares; 2026Q2: 3,004 shares 3,004 $247K 0.05% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,663 shares; 2026Q1: 16,663 shares; 2026Q2: 21,063 shares 21,063 $247K 0.05% +4,400 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,697 shares; 2026Q1: 1,733 shares; 2026Q2: 1,628 shares 1,628 $247K 0.05% -105 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: 5,916 shares; 2025Q1: 6,098 shares; 2025Q2: 6,441 shares; 2025Q3: 8,064 shares; 2025Q4: 8,636 shares; 2026Q1: 8,954 shares; 2026Q2: 4,836 shares 4,836 $241K 0.04% -4,118 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,115 shares 6,115 $236K 0.04% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,193 shares; 2026Q2: 4,140 shares 4,140 $234K 0.04% -53 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,601 shares 1,601 $234K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 5,740 shares; 2026Q2: 5,679 shares 5,679 $233K 0.04% -61 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 2,490 shares; 2025Q1: 2,444 shares; 2025Q2: 2,457 shares; 2025Q3: 2,042 shares; 2025Q4: 1,996 shares; 2026Q1: 2,085 shares; 2026Q2: 2,026 shares 2,026 $231K 0.04% -59 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,959 shares; 2026Q1: 5,307 shares; 2026Q2: 949 shares 949 $230K 0.04% -4,358 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $230K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,601 shares 5,601 $228K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,796 shares; 2025Q4: 1,846 shares; 2026Q1: 2,209 shares; 2026Q2: 1,951 shares 1,951 $228K 0.04% -258 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares 2,055 $221K 0.04% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $221K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $220K 0.04% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,178 shares; 2025Q2: 3,085 shares; 2025Q3: 3,091 shares; 2025Q4: 3,034 shares; 2026Q1: not reported; 2026Q2: 3,063 shares 3,063 $216K 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,175 shares; 2025Q1: 4,502 shares; 2025Q2: 5,099 shares; 2025Q3: 5,442 shares; 2025Q4: 5,801 shares; 2026Q1: 4,365 shares; 2026Q2: 3,454 shares 3,454 $214K 0.04% -911 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,131 shares; 2025Q3: 10,615 shares; 2025Q4: 8,358 shares; 2026Q1: 3,872 shares; 2026Q2: 3,970 shares 3,970 $208K 0.04% +98 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 460 shares; 2025Q1: 399 shares; 2025Q2: 390 shares; 2025Q3: 340 shares; 2025Q4: 3,460 shares; 2026Q1: 4,030 shares; 2026Q2: 2,900 shares 2,900 $207K 0.04% -1,130 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,650 shares 7,650 $204K 0.04% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $204K 0.04% new Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,699 shares 2,699 $201K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,629 shares; 2024Q4: 11,030 shares; 2025Q1: 10,343 shares; 2025Q2: 11,824 shares; 2025Q3: 13,342 shares; 2025Q4: 13,494 shares; 2026Q1: 13,576 shares; 2026Q2: 14,000 shares 14,000 $195K 0.04% +424 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,550 shares; 2024Q4: 13,401 shares; 2025Q1: 13,401 shares; 2025Q2: 13,401 shares; 2025Q3: 10,921 shares; 2025Q4: 10,495 shares; 2026Q1: 10,495 shares; 2026Q2: 10,495 shares 10,495 $133K 0.02% 0 Timeline