IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,985 shares; 2024Q4: 267,429 shares; 2025Q1: 269,323 shares; 2025Q2: 275,190 shares; 2025Q3: 283,860 shares; 2025Q4: 273,052 shares; 2026Q1: 269,520 shares; 2026Q2: 268,900 shares 268,900 $201M 25.71% -620 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283,262 shares; 2024Q4: 1,286,049 shares; 2025Q1: 1,274,772 shares; 2025Q2: 1,298,138 shares; 2025Q3: 1,364,354 shares; 2025Q4: 1,395,429 shares; 2026Q1: 1,399,885 shares; 2026Q2: 1,336,250 shares 1,336,250 $103M 13.16% -63,635 Timeline FNDX 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: 832,515 shares; 2024Q4: 2,493,356 shares; 2025Q1: 2,491,933 shares; 2025Q2: 2,409,524 shares; 2025Q3: 2,378,488 shares; 2025Q4: 2,324,130 shares; 2026Q1: 2,183,679 shares; 2026Q2: 2,177,038 shares 2,177,038 $67.7M 8.65% -6,641 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: 340,198 shares; 2024Q4: 346,205 shares; 2025Q1: 357,201 shares; 2025Q2: 364,405 shares; 2025Q3: 362,653 shares; 2025Q4: 361,351 shares; 2026Q1: 354,513 shares; 2026Q2: 354,953 shares 354,953 $48.8M 6.23% +440 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: 88,091 shares; 2024Q4: 86,984 shares; 2025Q1: 85,510 shares; 2025Q2: 84,321 shares; 2025Q3: 82,423 shares; 2025Q4: 75,477 shares; 2026Q1: 70,683 shares; 2026Q2: 65,559 shares 65,559 $32.8M 4.19% -5,124 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756,501 shares; 2024Q4: 768,289 shares; 2025Q1: 763,885 shares; 2025Q2: 735,742 shares; 2025Q3: 729,889 shares; 2025Q4: 707,822 shares; 2026Q1: 688,357 shares; 2026Q2: 693,567 shares 693,567 $30.2M 3.85% +5,210 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: 80,395 shares; 2024Q4: 79,279 shares; 2025Q1: 77,985 shares; 2025Q2: 77,869 shares; 2025Q3: 77,641 shares; 2025Q4: 76,343 shares; 2026Q1: 74,497 shares; 2026Q2: 74,438 shares 74,438 $27.4M 3.5% -59 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: 31,596 shares; 2024Q4: 31,530 shares; 2025Q1: 31,123 shares; 2025Q2: 30,901 shares; 2025Q3: 31,683 shares; 2025Q4: 31,008 shares; 2026Q1: 29,356 shares; 2026Q2: 28,746 shares 28,746 $21.2M 2.71% -610 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: 121,066 shares; 2024Q4: 116,838 shares; 2025Q1: 70,058 shares; 2025Q2: 69,285 shares; 2025Q3: 114,999 shares; 2025Q4: 66,755 shares; 2026Q1: 65,159 shares; 2026Q2: 64,574 shares 64,574 $18.7M 2.39% -585 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,309 shares; 2024Q4: 221,437 shares; 2025Q1: 179,394 shares; 2025Q2: 171,837 shares; 2025Q3: 200,307 shares; 2025Q4: 147,824 shares; 2026Q1: 109,121 shares; 2026Q2: 106,073 shares 106,073 $11.7M 1.49% -3,048 Timeline SCHM 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: 110,899 shares; 2024Q4: 329,647 shares; 2025Q1: 323,669 shares; 2025Q2: 330,387 shares; 2025Q3: 328,212 shares; 2025Q4: 323,124 shares; 2026Q1: 317,188 shares; 2026Q2: 317,055 shares 317,055 $11.7M 1.49% -133 Timeline FNDF 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: 207,490 shares; 2024Q4: 207,874 shares; 2025Q1: 207,167 shares; 2025Q2: 210,182 shares; 2025Q3: 204,511 shares; 2025Q4: 200,285 shares; 2026Q1: 203,513 shares; 2026Q2: 212,081 shares 212,081 $11.2M 1.43% +8,568 Timeline SCHX 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: 118,222 shares; 2024Q4: 349,250 shares; 2025Q1: 344,273 shares; 2025Q2: 346,728 shares; 2025Q3: 355,342 shares; 2025Q4: 355,199 shares; 2026Q1: 344,613 shares; 2026Q2: 340,795 shares 340,795 $10M 1.28% -3,818 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,069 shares; 2024Q4: 61,753 shares; 2025Q1: 57,681 shares; 2025Q2: 56,586 shares; 2025Q3: 55,168 shares; 2025Q4: 51,579 shares; 2026Q1: 50,091 shares; 2026Q2: 47,600 shares 47,600 $7.44M 0.95% -2,491 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: 41,765 shares; 2024Q4: 42,678 shares; 2025Q1: 45,071 shares; 2025Q2: 46,494 shares; 2025Q3: 47,588 shares; 2025Q4: 46,930 shares; 2026Q1: 47,972 shares; 2026Q2: 47,787 shares 47,787 $7.09M 0.91% -185 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,646 shares; 2024Q4: 40,484 shares; 2025Q1: 41,068 shares; 2025Q2: 41,810 shares; 2025Q3: 42,570 shares; 2025Q4: 41,345 shares; 2026Q1: 40,862 shares; 2026Q2: 41,299 shares 41,299 $6.48M 0.83% +437 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,460 shares; 2024Q4: 44,875 shares; 2025Q1: 44,155 shares; 2025Q2: 43,037 shares; 2025Q3: 42,364 shares; 2025Q4: 40,719 shares; 2026Q1: 37,513 shares; 2026Q2: 37,755 shares 37,755 $5.53M 0.71% +242 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: 17,088 shares; 2024Q4: 17,059 shares; 2025Q1: 14,796 shares; 2025Q2: 15,961 shares; 2025Q3: 18,342 shares; 2025Q4: 15,357 shares; 2026Q1: 13,918 shares; 2026Q2: 13,998 shares 13,998 $5.22M 0.67% +80 Timeline SCHA 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: 46,877 shares; 2024Q4: 93,152 shares; 2025Q1: 100,042 shares; 2025Q2: 103,678 shares; 2025Q3: 108,725 shares; 2025Q4: 109,709 shares; 2026Q1: 113,911 shares; 2026Q2: 119,612 shares 119,612 $4.32M 0.55% +5,701 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,523 shares; 2024Q4: 208,775 shares; 2025Q1: 209,983 shares; 2025Q2: 140,151 shares; 2025Q3: 76,097 shares; 2025Q4: 108,620 shares; 2026Q1: 82,335 shares; 2026Q2: 78,982 shares 78,982 $4.19M 0.54% -3,353 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: 25,115 shares; 2024Q4: 24,820 shares; 2025Q1: 21,983 shares; 2025Q2: 23,449 shares; 2025Q3: 17,734 shares; 2025Q4: 14,786 shares; 2026Q1: 12,951 shares; 2026Q2: 10,286 shares 10,286 $3.89M 0.5% -2,665 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: 25,052 shares; 2024Q4: 27,444 shares; 2025Q1: 19,169 shares; 2025Q2: 18,635 shares; 2025Q3: 34,916 shares; 2025Q4: 18,794 shares; 2026Q1: 19,200 shares; 2026Q2: 19,153 shares 19,153 $3.83M 0.49% -47 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: 9,990 shares; 2024Q4: 10,174 shares; 2025Q1: 10,100 shares; 2025Q2: 10,150 shares; 2025Q3: 10,282 shares; 2025Q4: 10,037 shares; 2026Q1: 10,069 shares; 2026Q2: 10,064 shares 10,064 $3.72M 0.48% -5 Timeline SCHE 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: 95,916 shares; 2024Q4: 95,793 shares; 2025Q1: 95,978 shares; 2025Q2: 97,708 shares; 2025Q3: 97,723 shares; 2025Q4: 97,708 shares; 2026Q1: 97,683 shares; 2026Q2: 95,863 shares 95,863 $3.48M 0.44% -1,820 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: 11,093 shares; 2024Q4: 11,326 shares; 2025Q1: 10,132 shares; 2025Q2: 10,898 shares; 2025Q3: 11,682 shares; 2025Q4: 10,467 shares; 2026Q1: 10,085 shares; 2026Q2: 9,947 shares 9,947 $3.26M 0.42% -138 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,337 shares; 2024Q4: 31,744 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,915 shares; 2025Q4: 31,967 shares; 2026Q1: 33,135 shares; 2026Q2: 33,135 shares 33,135 $3.09M 0.4% 0 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: 6,406 shares; 2026Q2: 7,013 shares 7,013 $3.03M 0.39% +607 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: 17,083 shares; 2024Q4: 16,808 shares; 2025Q1: 14,949 shares; 2025Q2: 16,365 shares; 2025Q3: 16,658 shares; 2025Q4: 14,550 shares; 2026Q1: 14,475 shares; 2026Q2: 15,014 shares 15,014 $2.72M 0.35% +539 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,811 shares; 2025Q2: 35,597 shares; 2025Q3: 35,243 shares; 2025Q4: 35,759 shares; 2026Q1: 35,602 shares; 2026Q2: 35,480 shares 35,480 $2.49M 0.32% -122 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,816 shares; 2024Q4: 26,816 shares; 2025Q1: 26,841 shares; 2025Q2: 26,816 shares; 2025Q3: 26,066 shares; 2025Q4: 24,658 shares; 2026Q1: 24,658 shares; 2026Q2: 24,806 shares 24,806 $2.4M 0.31% +148 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: 23,688 shares; 2024Q4: 23,510 shares; 2025Q1: 22,521 shares; 2025Q2: 21,230 shares; 2025Q3: 20,151 shares; 2025Q4: 18,842 shares; 2026Q1: 16,920 shares; 2026Q2: 17,135 shares 17,135 $2.34M 0.3% +215 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: 11,123 shares; 2024Q4: 12,278 shares; 2025Q1: 9,467 shares; 2025Q2: 9,480 shares; 2025Q3: 13,523 shares; 2025Q4: 9,623 shares; 2026Q1: 9,242 shares; 2026Q2: 9,618 shares 9,618 $2.29M 0.29% +376 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: 1,009 shares; 2024Q4: 1,099 shares; 2025Q1: 1,382 shares; 2025Q2: 1,701 shares; 2025Q3: 1,801 shares; 2025Q4: 2,532 shares; 2026Q1: 3,211 shares; 2026Q2: 3,292 shares 3,292 $2.26M 0.29% +81 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: 13,624 shares; 2024Q4: 13,414 shares; 2025Q1: 11,860 shares; 2025Q2: 12,324 shares; 2025Q3: 12,552 shares; 2025Q4: 10,931 shares; 2026Q1: 8,784 shares; 2026Q2: 8,758 shares 8,758 $2.2M 0.28% -26 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: 11,976 shares; 2024Q4: 11,791 shares; 2025Q1: 10,310 shares; 2025Q2: 11,517 shares; 2025Q3: 11,792 shares; 2025Q4: 10,172 shares; 2026Q1: 9,941 shares; 2026Q2: 9,907 shares 9,907 $2.07M 0.26% -34 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: 29,461 shares; 2024Q4: 28,804 shares; 2025Q1: 26,758 shares; 2025Q2: 28,356 shares; 2025Q3: 29,840 shares; 2025Q4: 25,758 shares; 2026Q1: 25,042 shares; 2026Q2: 25,177 shares 25,177 $2.05M 0.26% +135 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390,836 shares; 2025Q3: 252,963 shares; 2025Q4: 240,930 shares; 2026Q1: 211,396 shares; 2026Q2: 210,096 shares 210,096 $2.04M 0.26% -1,300 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: 5,906 shares; 2024Q4: 5,821 shares; 2025Q1: 5,196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,308 shares; 2026Q2: 6,754 shares 6,754 $2.01M 0.26% +446 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: 2,307 shares; 2024Q4: 2,417 shares; 2025Q1: 1,767 shares; 2025Q2: 1,742 shares; 2025Q3: 2,394 shares; 2025Q4: 1,746 shares; 2026Q1: 1,718 shares; 2026Q2: 1,668 shares 1,668 $2M 0.26% -50 Timeline SCHF 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: 41,145 shares; 2024Q4: 82,389 shares; 2025Q1: 79,290 shares; 2025Q2: 79,106 shares; 2025Q3: 77,051 shares; 2025Q4: 73,578 shares; 2026Q1: 73,266 shares; 2026Q2: 70,759 shares 70,759 $1.96M 0.25% -2,507 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: 6,390 shares; 2024Q4: 6,363 shares; 2025Q1: 5,843 shares; 2025Q2: 6,444 shares; 2025Q3: 6,690 shares; 2025Q4: 5,988 shares; 2026Q1: 5,590 shares; 2026Q2: 5,433 shares 5,433 $1.92M 0.24% -157 Timeline VB 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: 7,414 shares; 2024Q4: 7,344 shares; 2025Q1: 6,429 shares; 2025Q2: 6,290 shares; 2025Q3: 6,292 shares; 2025Q4: 6,290 shares; 2026Q1: 6,290 shares; 2026Q2: 6,290 shares 6,290 $1.91M 0.24% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,678 shares; 2024Q4: 17,678 shares; 2025Q1: 25,033 shares; 2025Q2: 22,235 shares; 2025Q3: 27,145 shares; 2025Q4: 21,685 shares; 2026Q1: 21,685 shares; 2026Q2: 21,862 shares 21,862 $1.9M 0.24% +177 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,693 shares; 2024Q4: 64,569 shares; 2025Q1: 51,051 shares; 2025Q2: 51,551 shares; 2025Q3: 63,043 shares; 2025Q4: 51,591 shares; 2026Q1: 51,757 shares; 2026Q2: 51,357 shares 51,357 $1.89M 0.24% -400 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: 11,558 shares; 2024Q4: 23,396 shares; 2025Q1: 20,932 shares; 2025Q2: 23,075 shares; 2025Q3: 22,672 shares; 2025Q4: 20,240 shares; 2026Q1: 20,142 shares; 2026Q2: 15,333 shares 15,333 $1.76M 0.22% -4,809 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: 5,590 shares; 2024Q4: 5,534 shares; 2025Q1: 5,021 shares; 2025Q2: 5,371 shares; 2025Q3: 5,797 shares; 2025Q4: 5,355 shares; 2026Q1: 4,858 shares; 2026Q2: 4,858 shares 4,858 $1.72M 0.22% 0 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: 26,693 shares; 2024Q4: 26,508 shares; 2025Q1: 23,465 shares; 2025Q2: 25,441 shares; 2025Q3: 26,207 shares; 2025Q4: 22,836 shares; 2026Q1: 14,115 shares; 2026Q2: 14,612 shares 14,612 $1.72M 0.22% +497 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 7,668 shares; 2025Q2: 8,676 shares; 2025Q3: 17,586 shares; 2025Q4: 8,609 shares; 2026Q1: 22,967 shares; 2026Q2: 22,883 shares 22,883 $1.7M 0.22% -84 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: 14,088 shares; 2024Q4: 14,098 shares; 2025Q1: 13,941 shares; 2025Q2: 14,779 shares; 2025Q3: 15,917 shares; 2025Q4: 14,597 shares; 2026Q1: 14,543 shares; 2026Q2: 14,380 shares 14,380 $1.63M 0.21% -163 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,664 shares; 2024Q4: 20,766 shares; 2025Q1: 20,720 shares; 2025Q2: 20,780 shares; 2025Q3: 20,520 shares; 2025Q4: 19,610 shares; 2026Q1: 19,245 shares; 2026Q2: 19,245 shares 19,245 $1.58M 0.2% 0 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: 1,631 shares 1,631 $1.57M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,244 shares; 2025Q2: 11,320 shares; 2025Q3: 12,367 shares; 2025Q4: 10,048 shares; 2026Q1: 9,964 shares; 2026Q2: 8,137 shares 8,137 $1.54M 0.2% -1,827 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,475 shares; 2024Q4: 6,371 shares; 2025Q1: 6,556 shares; 2025Q2: 7,261 shares; 2025Q3: 7,180 shares; 2025Q4: 6,388 shares; 2026Q1: 6,358 shares; 2026Q2: 6,336 shares 6,336 $1.5M 0.19% -22 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: 692 shares; 2024Q4: 751 shares; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: 878 shares; 2025Q4: 654 shares; 2026Q1: 2,901 shares; 2026Q2: 3,430 shares 3,430 $1.46M 0.19% +529 Timeline FNDE 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: 20,450 shares; 2024Q4: 22,421 shares; 2025Q1: 24,446 shares; 2025Q2: 24,681 shares; 2025Q3: 25,420 shares; 2025Q4: 25,068 shares; 2026Q1: 30,354 shares; 2026Q2: 36,495 shares 36,495 $1.45M 0.18% +6,141 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: 15,383 shares; 2024Q4: 15,143 shares; 2025Q1: 13,428 shares; 2025Q2: 34,499 shares; 2025Q3: 34,288 shares; 2025Q4: 30,321 shares; 2026Q1: 30,201 shares; 2026Q2: 30,096 shares 30,096 $1.45M 0.18% -105 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: 2,498 shares; 2026Q2: 3,024 shares 3,024 $1.44M 0.18% +526 Timeline IGF 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: 11,915 shares; 2025Q4: 14,600 shares; 2026Q1: 19,755 shares; 2026Q2: 21,356 shares 21,356 $1.42M 0.18% +1,601 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,067 shares; 2024Q4: 19,702 shares; 2025Q1: 20,319 shares; 2025Q2: 22,421 shares; 2025Q3: 22,109 shares; 2025Q4: 19,720 shares; 2026Q1: 19,611 shares; 2026Q2: 19,544 shares 19,544 $1.42M 0.18% -67 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 39,673 shares; 2025Q4: 33,419 shares; 2026Q1: 33,309 shares; 2026Q2: 33,218 shares 33,218 $1.41M 0.18% -91 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,199 shares; 2024Q4: 36,609 shares; 2025Q1: 34,604 shares; 2025Q2: 38,173 shares; 2025Q3: 37,697 shares; 2025Q4: 33,543 shares; 2026Q1: 33,394 shares; 2026Q2: 33,450 shares 33,450 $1.37M 0.17% +56 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: not reported; 2026Q1: 14,984 shares; 2026Q2: 14,935 shares 14,935 $1.36M 0.17% -49 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: 9,715 shares; 2024Q4: 9,500 shares; 2025Q1: 9,112 shares; 2025Q2: 8,244 shares; 2025Q3: 7,939 shares; 2025Q4: 7,695 shares; 2026Q1: 6,851 shares; 2026Q2: 5,839 shares 5,839 $1.33M 0.17% -1,012 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: 16,284 shares; 2024Q4: 16,286 shares; 2025Q1: 16,086 shares; 2025Q2: 16,267 shares; 2025Q3: 16,298 shares; 2025Q4: 15,624 shares; 2026Q1: 15,667 shares; 2026Q2: 15,746 shares 15,746 $1.3M 0.17% +79 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 1,364 shares; 2025Q2: 1,504 shares; 2025Q3: 1,551 shares; 2025Q4: 1,336 shares; 2026Q1: 1,329 shares; 2026Q2: 1,324 shares 1,324 $1.27M 0.16% -5 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,764 shares; 2024Q4: 25,369 shares; 2025Q1: 21,931 shares; 2025Q2: 24,227 shares; 2025Q3: 31,579 shares; 2025Q4: 27,493 shares; 2026Q1: 27,383 shares; 2026Q2: 27,288 shares 27,288 $1.25M 0.16% -95 Timeline RWR 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: 2,941 shares; 2024Q4: 3,280 shares; 2025Q1: 2,727 shares; 2025Q2: 3,235 shares; 2025Q3: 6,640 shares; 2025Q4: 7,536 shares; 2026Q1: 9,707 shares; 2026Q2: 10,851 shares 10,851 $1.23M 0.16% +1,144 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: 6,268 shares; 2024Q4: 6,040 shares; 2025Q1: 3,872 shares; 2025Q2: 3,808 shares; 2025Q3: 6,492 shares; 2025Q4: 4,025 shares; 2026Q1: 3,200 shares; 2026Q2: 3,379 shares 3,379 $1.21M 0.15% +179 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 5,644 shares 5,644 $1.16M 0.15% new 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: 3,483 shares; 2024Q4: 4,110 shares; 2025Q1: 3,568 shares; 2025Q2: 3,651 shares; 2025Q3: 3,818 shares; 2025Q4: 3,214 shares; 2026Q1: 3,200 shares; 2026Q2: 3,190 shares 3,190 $1.16M 0.15% -10 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: 15,260 shares; 2024Q4: 16,217 shares; 2025Q1: 14,854 shares; 2025Q2: 15,972 shares; 2025Q3: 16,498 shares; 2025Q4: 14,434 shares; 2026Q1: 12,997 shares; 2026Q2: 12,207 shares 12,207 $1.11M 0.14% -790 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,227 shares; 2026Q2: 8,908 shares 8,908 $1.11M 0.14% +6,681 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,071 shares; 2024Q4: 16,831 shares; 2025Q1: 15,017 shares; 2025Q2: 16,620 shares; 2025Q3: 16,401 shares; 2025Q4: 14,629 shares; 2026Q1: 14,553 shares; 2026Q2: 14,503 shares 14,503 $1.1M 0.14% -50 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 5,821 shares; 2025Q1: 11,668 shares; 2025Q2: 12,835 shares; 2025Q3: 7,246 shares; 2025Q4: 7,411 shares; 2026Q1: 10,578 shares; 2026Q2: 11,093 shares 11,093 $1.1M 0.14% +515 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: 17,239 shares; 2026Q2: 25,070 shares 25,070 $1.09M 0.14% +7,831 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,029 shares; 2024Q4: 50,280 shares; 2025Q1: 45,118 shares; 2025Q2: 49,944 shares; 2025Q3: 49,449 shares; 2025Q4: 43,940 shares; 2026Q1: 37,770 shares; 2026Q2: 27,387 shares 27,387 $1.08M 0.14% -10,383 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: 37,174 shares; 2024Q4: 36,604 shares; 2025Q1: 31,722 shares; 2025Q2: 41,241 shares; 2025Q3: 48,170 shares; 2025Q4: 36,496 shares; 2026Q1: 20,242 shares; 2026Q2: 19,668 shares 19,668 $1.07M 0.14% -574 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: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 2,065 shares; 2025Q2: 2,053 shares; 2025Q3: 2,258 shares; 2025Q4: 2,069 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $1.05M 0.13% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,591 shares; 2024Q4: 27,156 shares; 2025Q1: 24,156 shares; 2025Q2: 26,666 shares; 2025Q3: 30,504 shares; 2025Q4: 27,221 shares; 2026Q1: 27,109 shares; 2026Q2: 27,016 shares 27,016 $1.03M 0.13% -93 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO 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: 5,967 shares; 2026Q2: 8,273 shares 8,273 $977K 0.12% +2,306 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I 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: 3,165 shares 3,165 $928K 0.12% new 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: 3,367 shares; 2024Q4: 3,395 shares; 2025Q1: 2,919 shares; 2025Q2: 2,783 shares; 2025Q3: 3,290 shares; 2025Q4: 2,848 shares; 2026Q1: 2,556 shares; 2026Q2: 2,679 shares 2,679 $919K 0.12% +123 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: 4,242 shares; 2024Q4: 4,042 shares; 2025Q1: 3,852 shares; 2025Q2: 3,552 shares; 2025Q3: 3,552 shares; 2025Q4: 3,037 shares; 2026Q1: 2,694 shares; 2026Q2: 2,667 shares 2,667 $914K 0.12% -27 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: 7,081 shares; 2024Q4: 6,447 shares; 2025Q1: 6,138 shares; 2025Q2: 6,130 shares; 2025Q3: 6,672 shares; 2025Q4: 6,180 shares; 2026Q1: 5,986 shares; 2026Q2: 6,036 shares 6,036 $885K 0.11% +50 Timeline IJT 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: 55,677 shares; 2026Q1: 6,632 shares; 2026Q2: 4,925 shares 4,925 $880K 0.11% -1,707 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,960 shares 6,960 $879K 0.11% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 803 shares; 2025Q1: 765 shares; 2025Q2: 939 shares; 2025Q3: 1,491 shares; 2025Q4: 1,254 shares; 2026Q1: 1,220 shares; 2026Q2: 1,165 shares 1,165 $870K 0.11% -55 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,468 shares 10,468 $858K 0.11% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION 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: 4,110 shares; 2026Q2: 7,613 shares 7,613 $847K 0.11% +3,503 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: 13,895 shares; 2024Q4: 13,705 shares; 2025Q1: 12,576 shares; 2025Q2: 12,787 shares; 2025Q3: 12,637 shares; 2025Q4: 11,346 shares; 2026Q1: 8,408 shares; 2026Q2: 8,365 shares 8,365 $823K 0.11% -43 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: 1,940 shares; 2024Q4: 1,995 shares; 2025Q1: 1,471 shares; 2025Q2: 1,450 shares; 2025Q3: 2,094 shares; 2025Q4: 1,483 shares; 2026Q1: 1,447 shares; 2026Q2: 1,455 shares 1,455 $820K 0.1% +8 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,304 shares; 2024Q4: 192,961 shares; 2025Q1: 42,160 shares; 2025Q2: 42,160 shares; 2025Q3: 193,817 shares; 2025Q4: 43,614 shares; 2026Q1: 39,824 shares; 2026Q2: 40,304 shares 40,304 $771K 0.1% +480 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.1% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,254 shares; 2024Q4: 19,179 shares; 2025Q1: 16,908 shares; 2025Q2: 16,122 shares; 2025Q3: 14,316 shares; 2025Q4: 11,894 shares; 2026Q1: 10,207 shares; 2026Q2: 9,045 shares 9,045 $743K 0.09% -1,162 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,508 shares; 2025Q1: 54,900 shares; 2025Q2: 54,900 shares; 2025Q3: 49,900 shares; 2025Q4: 49,900 shares; 2026Q1: 40,480 shares; 2026Q2: 40,480 shares 40,480 $733K 0.09% 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: 8,560 shares; 2024Q4: 8,435 shares; 2025Q1: 7,616 shares; 2025Q2: 8,406 shares; 2025Q3: 8,342 shares; 2025Q4: 7,446 shares; 2026Q1: 8,613 shares; 2026Q2: 5,325 shares 5,325 $730K 0.09% -3,288 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,900 shares; 2024Q4: 28,900 shares; 2025Q1: 28,900 shares; 2025Q2: 28,900 shares; 2025Q3: 28,900 shares; 2025Q4: not reported; 2026Q1: 28,900 shares; 2026Q2: 28,900 shares 28,900 $730K 0.09% 0 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: 3,299 shares; 2024Q4: 3,337 shares; 2025Q1: 2,735 shares; 2025Q2: 2,660 shares; 2025Q3: 3,120 shares; 2025Q4: 2,636 shares; 2026Q1: 2,491 shares; 2026Q2: 2,733 shares 2,733 $694K 0.09% +242 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,605 shares; 2024Q4: 35,605 shares; 2025Q1: 24,605 shares; 2025Q2: 24,605 shares; 2025Q3: 35,605 shares; 2025Q4: 25,605 shares; 2026Q1: 26,605 shares; 2026Q2: 26,605 shares 26,605 $672K 0.09% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,288 shares; 2025Q1: 3,120 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,086 shares; 2026Q1: 3,086 shares; 2026Q2: 3,086 shares 3,086 $657K 0.08% 0 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: 1,255 shares; 2024Q4: 1,252 shares; 2025Q1: 1,143 shares; 2025Q2: 1,233 shares; 2025Q3: 1,314 shares; 2025Q4: 1,107 shares; 2026Q1: 731 shares; 2026Q2: 698 shares 698 $653K 0.08% -33 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,276 shares 7,276 $639K 0.08% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,440 shares; 2024Q4: not reported; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 9,041 shares; 2025Q4: 9,129 shares; 2026Q1: 11,524 shares; 2026Q2: 11,524 shares 11,524 $616K 0.08% 0 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: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares; 2026Q2: 2,290 shares 2,290 $585K 0.07% +3 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,695 shares; 2025Q3: 56,480 shares; 2025Q4: 67,181 shares; 2026Q1: 66,825 shares; 2026Q2: 66,598 shares 66,598 $583K 0.07% -227 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: 1,373 shares; 2024Q4: 1,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 800 shares 800 $578K 0.07% -100 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,239 shares 15,239 $568K 0.07% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,941 shares; 2024Q4: 13,005 shares; 2025Q1: 8,559 shares; 2025Q2: 9,459 shares; 2025Q3: 14,602 shares; 2025Q4: 9,602 shares; 2026Q1: 10,459 shares; 2026Q2: 10,980 shares 10,980 $555K 0.07% +521 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 6,054 shares 6,054 $494K 0.06% new Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $493K 0.06% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,705 shares; 2024Q4: 43,875 shares; 2025Q1: 21,177 shares; 2025Q2: 21,976 shares; 2025Q3: 27,585 shares; 2025Q4: 21,976 shares; 2026Q1: 21,976 shares; 2026Q2: 21,976 shares 21,976 $489K 0.06% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,969 shares 6,969 $487K 0.06% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,430 shares; 2024Q4: not reported; 2025Q1: 19,430 shares; 2025Q2: 19,430 shares; 2025Q3: 19,430 shares; 2025Q4: not reported; 2026Q1: 19,430 shares; 2026Q2: 19,430 shares 19,430 $471K 0.06% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,330 shares; 2024Q4: not reported; 2025Q1: 19,330 shares; 2025Q2: 19,330 shares; 2025Q3: 19,330 shares; 2025Q4: not reported; 2026Q1: 19,330 shares; 2026Q2: 19,330 shares 19,330 $468K 0.06% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,322 shares; 2024Q4: 6,759 shares; 2025Q1: 5,978 shares; 2025Q2: 6,576 shares; 2025Q3: 6,515 shares; 2025Q4: 5,789 shares; 2026Q1: 5,223 shares; 2026Q2: 2,158 shares 2,158 $454K 0.06% -3,065 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: 1,898 shares; 2024Q4: 1,901 shares; 2025Q1: 1,647 shares; 2025Q2: 1,110 shares; 2025Q3: 1,239 shares; 2025Q4: 947 shares; 2026Q1: 1,602 shares; 2026Q2: 1,613 shares 1,613 $454K 0.06% +11 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,142 shares; 2024Q4: 17,142 shares; 2025Q1: 7,372 shares; 2025Q2: 7,372 shares; 2025Q3: 16,679 shares; 2025Q4: 7,372 shares; 2026Q1: 7,372 shares; 2026Q2: 7,778 shares 7,778 $438K 0.06% +406 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: 1,241 shares; 2024Q4: 1,421 shares; 2025Q1: 1,495 shares; 2025Q2: 1,406 shares; 2025Q3: 4,999 shares; 2025Q4: 1,024 shares; 2026Q1: 1,028 shares; 2026Q2: 1,009 shares 1,009 $424K 0.05% -19 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,928 shares 1,928 $423K 0.05% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $417K 0.05% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,705 shares 2,705 $414K 0.05% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,240 shares; 2025Q3: 5,495 shares; 2025Q4: 6,320 shares; 2026Q1: 5,611 shares; 2026Q2: 5,430 shares 5,430 $412K 0.05% -181 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: 4,607 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 1,487 shares 1,487 $399K 0.05% +293 Timeline SCHH 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: 24,886 shares; 2024Q4: 24,379 shares; 2025Q1: 24,085 shares; 2025Q2: 22,946 shares; 2025Q3: 21,641 shares; 2025Q4: 21,545 shares; 2026Q1: 16,660 shares; 2026Q2: 16,621 shares 16,621 $394K 0.05% -39 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,034 shares 8,034 $377K 0.05% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,146 shares 6,146 $367K 0.05% new 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: 3,585 shares; 2024Q4: 3,832 shares; 2025Q1: 3,343 shares; 2025Q2: 2,546 shares; 2025Q3: 2,843 shares; 2025Q4: 2,197 shares; 2026Q1: 2,292 shares; 2026Q2: 2,192 shares 2,192 $363K 0.05% -100 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,758 shares; 2024Q4: 9,313 shares; 2025Q1: 9,040 shares; 2025Q2: 9,097 shares; 2025Q3: 9,097 shares; 2025Q4: 9,077 shares; 2026Q1: 9,081 shares; 2026Q2: 6,954 shares 6,954 $359K 0.05% -2,127 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: 2,341 shares; 2024Q4: 2,350 shares; 2025Q1: 2,329 shares; 2025Q2: 2,098 shares; 2025Q3: 2,446 shares; 2025Q4: 2,217 shares; 2026Q1: 2,221 shares; 2026Q2: 2,285 shares 2,285 $346K 0.04% +64 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,503 shares; 2025Q2: 11,503 shares; 2025Q3: 11,503 shares; 2025Q4: 11,503 shares; 2026Q1: 11,503 shares; 2026Q2: 11,503 shares 11,503 $339K 0.04% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,550 shares; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 14,550 shares; 2025Q3: 14,550 shares; 2025Q4: not reported; 2026Q1: 14,550 shares; 2026Q2: 14,550 shares 14,550 $337K 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,188 shares; 2024Q4: 6,188 shares; 2025Q1: 6,188 shares; 2025Q2: 6,188 shares; 2025Q3: 4,988 shares; 2025Q4: 4,220 shares; 2026Q1: 4,220 shares; 2026Q2: 4,220 shares 4,220 $335K 0.04% 0 Timeline IUSG 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: not reported; 2026Q1: not reported; 2026Q2: 1,779 shares 1,779 $335K 0.04% new 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: 911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 817 shares 817 $324K 0.04% 0 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: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 388 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $321K 0.04% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,103 shares; 2024Q4: 25,103 shares; 2025Q1: not reported; 2025Q2: 3,819 shares; 2025Q3: 25,705 shares; 2025Q4: 4,324 shares; 2026Q1: 4,530 shares; 2026Q2: 4,530 shares 4,530 $306K 0.04% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 792 shares; 2025Q2: 784 shares; 2025Q3: 816 shares; 2025Q4: 782 shares; 2026Q1: 782 shares; 2026Q2: 782 shares 782 $305K 0.04% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 5,584 shares; 2025Q1: 5,732 shares; 2025Q2: 5,207 shares; 2025Q3: 2,734 shares; 2025Q4: 2,737 shares; 2026Q1: 2,807 shares; 2026Q2: 2,807 shares 2,807 $302K 0.04% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P 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: 4,570 shares; 2026Q1: 4,776 shares; 2026Q2: 4,902 shares 4,902 $299K 0.04% +126 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 672 shares 672 $291K 0.04% new 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: 4,064 shares; 2024Q4: 4,365 shares; 2025Q1: 3,344 shares; 2025Q2: 3,302 shares; 2025Q3: 4,548 shares; 2025Q4: 3,288 shares; 2026Q1: 3,230 shares; 2026Q2: 3,318 shares 3,318 $291K 0.04% +88 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,136 shares 8,136 $275K 0.04% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,361 shares; 2024Q4: 13,361 shares; 2025Q1: 6,180 shares; 2025Q2: 6,680 shares; 2025Q3: 8,385 shares; 2025Q4: 7,108 shares; 2026Q1: 7,108 shares; 2026Q2: 7,108 shares 7,108 $267K 0.03% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $266K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,018 shares; 2024Q4: 5,245 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $263K 0.03% 0 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: not reported; 2026Q2: 419 shares 419 $243K 0.03% 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: 11,671 shares; 2024Q4: 11,575 shares; 2025Q1: 10,940 shares; 2025Q2: 10,953 shares; 2025Q3: 12,479 shares; 2025Q4: 10,877 shares; 2026Q1: 10,784 shares; 2026Q2: 10,021 shares 10,021 $241K 0.03% -763 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: not reported; 2024Q4: 1,254 shares; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 1,425 shares; 2025Q4: 1,001 shares; 2026Q1: 1,101 shares; 2026Q2: 1,101 shares 1,101 $238K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares 222 $236K 0.03% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares; 2026Q1: 1,934 shares; 2026Q2: 1,934 shares 1,934 $233K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 824 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $232K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $223K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares 218 $220K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 303 shares 303 $216K 0.03% new Timeline IBB 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: not reported; 2026Q1: not reported; 2026Q2: 1,110 shares 1,110 $211K 0.03% new Timeline EFA 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: not reported; 2026Q1: not reported; 2026Q2: 2,031 shares 2,031 $211K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,984 shares 9,984 $207K 0.03% new Timeline HYG 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: not reported; 2026Q1: not reported; 2026Q2: 2,572 shares 2,572 $206K 0.03% new 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: 13,771 shares; 2024Q4: 13,833 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 16,793 shares; 2025Q4: 12,315 shares; 2026Q1: 7,015 shares; 2026Q2: 6,337 shares 6,337 $203K 0.03% -678 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA 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: 10,003 shares; 2026Q2: 13,003 shares 13,003 $180K 0.02% +3,000 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $136K 0.02% 0 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $29.7K <0.01% 0 Timeline