IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,339 shares; 2024Q4: 946,392 shares; 2025Q1: 845,630 shares; 2025Q2: 859,735 shares; 2025Q3: 1,026,958 shares 1,026,958 $124M 14.09% +167,223 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,271 shares; 2024Q4: 436,966 shares; 2025Q1: 440,965 shares; 2025Q2: 449,606 shares; 2025Q3: 595,326 shares 595,326 $123M 13.97% +145,720 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709,150 shares; 2024Q4: 2,726,811 shares; 2025Q1: 2,666,766 shares; 2025Q2: 2,747,396 shares; 2025Q3: 2,800,749 shares 2,800,749 $106M 12.1% +53,353 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888,694 shares; 2024Q4: 1,940,769 shares; 2025Q1: 2,063,745 shares; 2025Q2: 2,056,796 shares; 2025Q3: 1,864,707 shares 1,864,707 $67.8M 7.7% -192,089 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016,092 shares; 2024Q4: 2,035,836 shares; 2025Q1: 2,009,693 shares; 2025Q2: 2,046,792 shares; 2025Q3: 1,793,245 shares 1,793,245 $67.7M 7.7% -253,547 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,753,129 shares; 2025Q1: 3,016,525 shares; 2025Q2: 3,043,021 shares; 2025Q3: 3,074,804 shares 3,074,804 $65.5M 7.45% +31,783 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653,458 shares; 2025Q2: 671,830 shares; 2025Q3: 997,493 shares 997,493 $62.8M 7.13% +325,663 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846,946 shares; 2025Q1: 912,841 shares; 2025Q2: 920,066 shares; 2025Q3: 926,477 shares 926,477 $50.2M 5.7% +6,411 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,409 shares; 2024Q4: 311,825 shares; 2025Q1: 330,172 shares; 2025Q2: 332,569 shares; 2025Q3: 336,222 shares 336,222 $33.7M 3.83% +3,653 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 9,169 shares; 2025Q1: 6,793 shares; 2025Q2: 10,190 shares; 2025Q3: 11,236 shares 11,236 $7.52M 0.85% +1,046 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,063 shares; 2024Q4: 45,399 shares; 2025Q1: 36,214 shares; 2025Q2: 41,701 shares; 2025Q3: 49,915 shares 49,915 $7.27M 0.83% +8,214 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,448 shares; 2024Q4: 185,499 shares; 2025Q1: 156,090 shares; 2025Q2: 151,038 shares; 2025Q3: 150,581 shares 150,581 $6.69M 0.76% -457 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,925 shares; 2024Q4: 83,460 shares; 2025Q1: 73,589 shares; 2025Q2: 76,469 shares; 2025Q3: 88,904 shares 88,904 $6.44M 0.73% +12,435 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 24,354 shares; 2025Q1: 25,129 shares; 2025Q2: 24,492 shares; 2025Q3: 25,018 shares 25,018 $6.37M 0.72% +526 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,000 shares; 2024Q4: 115,282 shares; 2025Q1: 104,160 shares; 2025Q2: 106,481 shares; 2025Q3: 124,927 shares 124,927 $5.34M 0.61% +18,446 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101,195 shares; 2024Q4: 1,069,019 shares; 2025Q1: 1,046,540 shares; 2025Q2: 1,102,344 shares; 2025Q3: 79,019 shares 79,019 $5.16M 0.59% -1,023,325 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,191 shares; 2025Q2: 68,114 shares; 2025Q3: 81,324 shares 81,324 $4.75M 0.54% +13,210 Timeline RDVY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 9,203 shares; 2025Q1: 53,599 shares; 2025Q2: 52,996 shares; 2025Q3: 70,448 shares 70,448 $4.74M 0.54% +17,452 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,717 shares; 2024Q4: 185,393 shares; 2025Q1: 187,404 shares; 2025Q2: 179,970 shares; 2025Q3: 183,101 shares 183,101 $4.42M 0.5% +3,131 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,491 shares; 2025Q2: 117,882 shares; 2025Q3: 157,749 shares 157,749 $4.22M 0.48% +39,867 Timeline FTGS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,109 shares; 2025Q2: 106,729 shares; 2025Q3: 113,194 shares 113,194 $4.06M 0.46% +6,465 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,250 shares; 2025Q1: 20,178 shares; 2025Q2: 20,117 shares; 2025Q3: 24,555 shares 24,555 $3.94M 0.45% +4,438 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,283 shares; 2024Q4: 67,604 shares; 2025Q1: 62,848 shares; 2025Q2: 60,708 shares; 2025Q3: 84,275 shares 84,275 $3.9M 0.44% +23,567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 12,631 shares; 2025Q1: 12,371 shares; 2025Q2: 12,807 shares; 2025Q3: 13,068 shares 13,068 $2.87M 0.33% +261 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,160 shares; 2024Q4: 101,926 shares; 2025Q1: 102,377 shares; 2025Q2: 96,971 shares; 2025Q3: 84,831 shares 84,831 $2.83M 0.32% -12,140 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,085 shares; 2024Q4: 340,728 shares; 2025Q1: 11,070 shares; 2025Q2: 27,370 shares; 2025Q3: 23,127 shares 23,127 $2.75M 0.31% -4,243 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,862 shares; 2024Q4: 82,186 shares; 2025Q1: 82,186 shares; 2025Q2: 82,385 shares; 2025Q3: 91,229 shares 91,229 $2.53M 0.29% +8,844 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,807 shares; 2025Q1: 7,928 shares; 2025Q2: 7,927 shares; 2025Q3: 8,021 shares 8,021 $2.53M 0.29% +94 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,329 shares; 2025Q1: 4,461 shares; 2025Q2: 4,593 shares; 2025Q3: 4,834 shares 4,834 $2.5M 0.28% +241 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,864 shares; 2024Q4: 31,087 shares; 2025Q1: 30,823 shares; 2025Q2: 30,534 shares; 2025Q3: 29,740 shares 29,740 $2.41M 0.27% -794 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 14,840 shares; 2025Q1: not reported; 2025Q2: 14,637 shares; 2025Q3: 14,087 shares 14,087 $2.1M 0.24% -550 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,854 shares; 2025Q1: 33,570 shares; 2025Q2: 33,250 shares; 2025Q3: 27,612 shares 27,612 $2.08M 0.24% -5,638 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 18,268 shares; 2025Q1: 18,744 shares; 2025Q2: 19,122 shares; 2025Q3: 21,192 shares 21,192 $2.01M 0.23% +2,070 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,209 shares; 2025Q3: 5,893 shares 5,893 $1.96M 0.22% -316 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,198 shares; 2024Q4: not reported; 2025Q1: 33,443 shares; 2025Q2: 30,281 shares; 2025Q3: 29,462 shares 29,462 $1.94M 0.22% -819 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,311 shares; 2025Q3: 27,544 shares 27,544 $1.9M 0.22% -767 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,379 shares; 2024Q4: 27,915 shares; 2025Q1: not reported; 2025Q2: 25,947 shares; 2025Q3: 25,307 shares 25,307 $1.89M 0.21% -640 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,200 shares; 2025Q1: 4,243 shares; 2025Q2: 4,399 shares; 2025Q3: 4,726 shares 4,726 $1.75M 0.2% +327 Timeline FTHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,689 shares; 2024Q4: 59,749 shares; 2025Q1: 59,788 shares; 2025Q2: 61,940 shares; 2025Q3: 62,324 shares 62,324 $1.48M 0.17% +384 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 6,037 shares; 2025Q1: 6,953 shares; 2025Q2: 7,718 shares; 2025Q3: 7,824 shares 7,824 $1.46M 0.17% +106 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 41,631 shares; 2025Q1: 24,856 shares; 2025Q2: 26,218 shares; 2025Q3: 20,959 shares 20,959 $1.43M 0.16% -5,259 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,622 shares; 2025Q1: 3,765 shares; 2025Q2: 3,931 shares; 2025Q3: 4,154 shares 4,154 $1.42M 0.16% +223 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,402 shares; 2024Q4: not reported; 2025Q1: 30,728 shares; 2025Q2: 26,544 shares; 2025Q3: 19,442 shares 19,442 $1.32M 0.15% -7,102 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,446 shares; 2024Q4: 16,767 shares; 2025Q1: 17,146 shares; 2025Q2: 17,818 shares; 2025Q3: 15,144 shares 15,144 $1.32M 0.15% -2,674 Timeline XLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,581 shares 10,581 $1.25M 0.14% +81 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,876 shares; 2024Q4: 15,911 shares; 2025Q1: 16,154 shares; 2025Q2: 16,275 shares; 2025Q3: 9,527 shares 9,527 $1.19M 0.14% -6,748 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,889 shares; 2024Q4: not reported; 2025Q1: 28,555 shares; 2025Q2: not reported; 2025Q3: 16,119 shares 16,119 $1.18M 0.13% new Timeline HYLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,497 shares; 2024Q4: 28,295 shares; 2025Q1: 29,586 shares; 2025Q2: 29,094 shares; 2025Q3: 28,112 shares 28,112 $1.18M 0.13% -982 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,574 shares; 2024Q4: 78,940 shares; 2025Q1: 64,364 shares; 2025Q2: 62,818 shares; 2025Q3: 30,023 shares 30,023 $1.17M 0.13% -32,795 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,081 shares; 2025Q1: 12,183 shares; 2025Q2: 12,186 shares; 2025Q3: 12,188 shares 12,188 $1.15M 0.13% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 869 shares; 2025Q1: 935 shares; 2025Q2: 1,038 shares; 2025Q3: 1,206 shares 1,206 $1.12M 0.13% +168 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 9,813 shares; 2025Q1: 10,498 shares; 2025Q2: 10,478 shares; 2025Q3: 10,798 shares 10,798 $1.1M 0.12% +320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 1,011 shares; 2025Q1: 1,092 shares; 2025Q2: 1,097 shares; 2025Q3: 1,433 shares 1,433 $1.09M 0.12% +336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,372 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 3,114 shares 3,114 $1.06M 0.12% +520 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 8,828 shares; 2025Q1: 9,413 shares; 2025Q2: 9,420 shares; 2025Q3: 9,703 shares 9,703 $1000K 0.11% +283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 17,119 shares; 2025Q1: 17,913 shares; 2025Q2: 17,923 shares; 2025Q3: 22,748 shares 22,748 $1000K 0.11% +4,825 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,285 shares; 2024Q4: 22,285 shares; 2025Q1: 22,297 shares; 2025Q2: 19,385 shares; 2025Q3: 19,687 shares 19,687 $998K 0.11% +302 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 16,900 shares; 2025Q1: 17,033 shares; 2025Q2: 18,826 shares; 2025Q3: 17,560 shares 17,560 $978K 0.11% -1,266 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 3,276 shares; 2025Q1: 3,927 shares; 2025Q2: 4,134 shares; 2025Q3: 5,027 shares 5,027 $969K 0.11% +893 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,394 shares; 2025Q1: 8,189 shares; 2025Q2: 8,226 shares; 2025Q3: 6,582 shares 6,582 $959K 0.11% -1,644 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,914 shares; 2025Q1: 28,914 shares; 2025Q2: 28,914 shares; 2025Q3: 28,914 shares 28,914 $930K 0.11% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,377 shares; 2025Q1: 24,012 shares; 2025Q2: 24,265 shares; 2025Q3: 27,323 shares 27,323 $913K 0.1% +3,058 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,827 shares; 2024Q4: 22,827 shares; 2025Q1: 22,827 shares; 2025Q2: 22,827 shares; 2025Q3: 22,827 shares 22,827 $898K 0.1% 0 Timeline NEAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,765 shares; 2024Q4: 19,681 shares; 2025Q1: 20,313 shares; 2025Q2: 17,172 shares; 2025Q3: 17,284 shares 17,284 $886K 0.1% +112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,766 shares; 2024Q4: 18,678 shares; 2025Q1: 18,728 shares; 2025Q2: 17,098 shares; 2025Q3: 17,209 shares 17,209 $873K 0.1% +111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,026 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares 3,003 $847K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,204 shares; 2025Q1: 1,200 shares; 2025Q2: 1,225 shares; 2025Q3: 1,197 shares 1,197 $797K 0.09% -28 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,252 shares; 2025Q1: 2,437 shares; 2025Q2: 2,442 shares; 2025Q3: 2,871 shares 2,871 $791K 0.09% +429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares 3,731 $764K 0.09% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,643 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,563 shares 5,563 $757K 0.09% -80 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,427 shares; 2025Q3: 2,635 shares 2,635 $736K 0.08% +208 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 12,095 shares; 2025Q1: 12,881 shares; 2025Q2: 12,881 shares; 2025Q3: 12,881 shares 12,881 $710K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 9,141 shares; 2025Q1: 9,177 shares; 2025Q2: 9,315 shares; 2025Q3: 10,284 shares 10,284 $704K 0.08% +969 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,203 shares; 2024Q4: 22,807 shares; 2025Q1: 30,807 shares; 2025Q2: 26,396 shares; 2025Q3: 30,000 shares 30,000 $688K 0.08% +3,604 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 14,668 shares; 2025Q1: 14,668 shares; 2025Q2: 14,668 shares; 2025Q3: 14,668 shares 14,668 $687K 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 6,946 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 5,861 shares 5,861 $661K 0.08% -1,239 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 5,024 shares; 2025Q1: 5,510 shares; 2025Q2: 5,562 shares; 2025Q3: 6,366 shares 6,366 $657K 0.07% +804 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,124 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,537 shares 1,537 $655K 0.07% +301 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,572 shares; 2025Q1: 1,660 shares; 2025Q2: 1,055 shares; 2025Q3: 1,966 shares 1,966 $633K 0.07% +911 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,358 shares; 2025Q2: 10,382 shares; 2025Q3: 9,912 shares 9,912 $622K 0.07% -470 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,962 shares; 2025Q1: 4,708 shares; 2025Q2: 4,719 shares; 2025Q3: 5,957 shares 5,957 $603K 0.07% +1,238 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,796 shares; 2025Q1: 1,950 shares; 2025Q2: 1,953 shares; 2025Q3: 2,441 shares 2,441 $603K 0.07% +488 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 7,230 shares; 2025Q2: 7,278 shares; 2025Q3: 12,265 shares 12,265 $601K 0.07% +4,987 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,471 shares; 2025Q2: 10,083 shares; 2025Q3: 15,356 shares 15,356 $593K 0.07% +5,273 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,051 shares; 2025Q1: 746 shares; 2025Q2: 748 shares; 2025Q3: 848 shares 848 $592K 0.07% +100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,581 shares 1,581 $592K 0.07% +24 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,181 shares; 2024Q4: 19,952 shares; 2025Q1: 19,952 shares; 2025Q2: 22,170 shares; 2025Q3: 20,845 shares 20,845 $590K 0.07% -1,325 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,272 shares 15,272 $575K 0.07% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,173 shares; 2025Q1: 2,188 shares; 2025Q2: 2,345 shares; 2025Q3: 2,352 shares 2,352 $572K 0.07% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 944 shares; 2025Q2: 972 shares; 2025Q3: 927 shares 927 $557K 0.06% -45 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: 2,890 shares; 2025Q3: 3,216 shares 3,216 $556K 0.06% +326 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,614 shares 6,614 $539K 0.06% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 439 shares; 2025Q1: 481 shares; 2025Q2: 482 shares; 2025Q3: 564 shares 564 $539K 0.06% +82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,382 shares; 2025Q1: 3,342 shares; 2025Q2: 3,409 shares; 2025Q3: 3,489 shares 3,489 $536K 0.06% +80 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 4,436 shares; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 6,329 shares 6,329 $525K 0.06% +1,277 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,802 shares; 2025Q1: 1,962 shares; 2025Q2: 1,969 shares; 2025Q3: 2,300 shares 2,300 $511K 0.06% +331 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 15,074 shares; 2025Q1: 15,074 shares; 2025Q2: 13,890 shares; 2025Q3: 13,890 shares 13,890 $491K 0.06% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 7,496 shares; 2025Q1: 7,707 shares; 2025Q2: 8,747 shares; 2025Q3: 8,407 shares 8,407 $480K 0.05% -340 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,999 shares; 2024Q4: 23,475 shares; 2025Q1: 24,142 shares; 2025Q2: 27,149 shares; 2025Q3: 25,932 shares 25,932 $473K 0.05% -1,217 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,301 shares; 2025Q2: 4,305 shares; 2025Q3: 4,243 shares 4,243 $447K 0.05% -62 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,728 shares; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares 3,848 $441K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 866 shares; 2025Q3: 872 shares 872 $438K 0.05% +6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares 633 $432K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 1,094 shares; 2025Q3: 1,048 shares 1,048 $425K 0.05% -46 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,111 shares; 2024Q4: 19,632 shares; 2025Q1: 20,102 shares; 2025Q2: 22,552 shares; 2025Q3: 20,968 shares 20,968 $424K 0.05% -1,584 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares 3,280 $423K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 7,654 shares; 2025Q1: 8,374 shares; 2025Q2: 8,374 shares; 2025Q3: 10,699 shares 10,699 $420K 0.05% +2,325 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,511 shares 2,511 $419K 0.05% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 3,052 shares; 2025Q3: 3,049 shares 3,049 $414K 0.05% -3 Timeline PPA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares 2,640 $410K 0.05% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,638 shares; 2025Q1: 8,638 shares; 2025Q2: 8,638 shares; 2025Q3: 8,638 shares 8,638 $403K 0.05% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 9,513 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,513 shares 9,513 $381K 0.04% 0 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,799 shares; 2025Q1: 11,799 shares; 2025Q2: 11,799 shares; 2025Q3: 11,799 shares 11,799 $371K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,825 shares 2,825 $371K 0.04% +96 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,434 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares 2,731 $356K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 539 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares 467 $354K 0.04% 0 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,149 shares; 2025Q3: 11,521 shares 11,521 $353K 0.04% +4,372 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares 1,438 $350K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,121 shares; 2025Q3: 8,121 shares 8,121 $344K 0.04% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,452 shares; 2025Q2: 10,609 shares; 2025Q3: 10,130 shares 10,130 $343K 0.04% -479 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,164 shares; 2025Q1: 7,421 shares; 2025Q2: 7,421 shares; 2025Q3: 7,501 shares 7,501 $334K 0.04% +80 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $332K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 727 shares 727 $323K 0.04% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 9,020 shares; 2025Q1: 9,817 shares; 2025Q2: 6,598 shares; 2025Q3: 6,595 shares 6,595 $322K 0.04% -3 Timeline FTCS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,383 shares; 2025Q1: 3,083 shares; 2025Q2: 3,658 shares; 2025Q3: 3,317 shares 3,317 $311K 0.04% -341 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 13,785 shares; 2025Q3: 13,384 shares 13,384 $308K 0.03% -401 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 708 shares; 2025Q3: 604 shares 604 $290K 0.03% -104 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,948 shares 2,948 $280K 0.03% +454 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares 5,123 $271K 0.03% 0 Timeline SPHQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 5,397 shares; 2025Q3: 3,658 shares 3,658 $268K 0.03% -1,739 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,778 shares; 2025Q1: 6,778 shares; 2025Q2: 5,588 shares; 2025Q3: 5,588 shares 5,588 $260K 0.03% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 6,931 shares; 2025Q1: 7,540 shares; 2025Q2: 5,062 shares; 2025Q3: 5,060 shares 5,060 $257K 0.03% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 419 shares 419 $257K 0.03% +37 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $256K 0.03% 0 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,174 shares; 2025Q2: 6,139 shares; 2025Q3: 6,139 shares 6,139 $256K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,691 shares; 2025Q3: 1,627 shares 1,627 $253K 0.03% -64 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,203 shares 10,203 $252K 0.03% new Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,253 shares; 2025Q1: 8,277 shares; 2025Q2: 8,302 shares; 2025Q3: 8,335 shares 8,335 $252K 0.03% +33 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,542 shares; 2025Q1: 7,542 shares; 2025Q2: 6,402 shares; 2025Q3: 6,402 shares 6,402 $247K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: not reported; 2025Q1: 1,288 shares; 2025Q2: 1,323 shares; 2025Q3: 1,330 shares 1,330 $247K 0.03% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 818 shares 818 $246K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $245K 0.03% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares 3,323 $244K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 2,500 shares; 2025Q2: 3,017 shares; 2025Q3: 2,500 shares 2,500 $241K 0.03% -517 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares 5,908 $237K 0.03% 0 Timeline FXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares 1,337 $225K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares 456 $222K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 470 shares 470 $218K 0.02% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares 3,421 $217K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,246 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares 3,246 $217K 0.02% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 5,128 shares 5,128 $216K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares 538 $213K 0.02% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares 1,565 $207K 0.02% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 10,068 shares; 2025Q1: 10,068 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares 10,053 $202K 0.02% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares 5,300 $202K 0.02% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,715 shares; 2024Q4: 14,209 shares; 2025Q1: 14,209 shares; 2025Q2: 12,682 shares; 2025Q3: 12,682 shares 12,682 $190K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,191 shares; 2024Q4: 36,191 shares; 2025Q1: 36,191 shares; 2025Q2: 36,191 shares; 2025Q3: 36,191 shares 36,191 $187K 0.02% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,855 shares; 2024Q4: 29,855 shares; 2025Q1: 29,855 shares; 2025Q2: 29,855 shares; 2025Q3: 29,855 shares 29,855 $166K 0.02% 0 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 14,335 shares; 2025Q1: 14,335 shares; 2025Q2: 10,935 shares; 2025Q3: 10,935 shares 10,935 $143K 0.02% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,695 shares; 2024Q4: 16,535 shares; 2025Q1: 16,535 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares 15,490 $140K 0.02% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 13,506 shares; 2025Q1: 13,506 shares; 2025Q2: 13,506 shares; 2025Q3: 12,158 shares 12,158 $72.1K 0.01% -1,348 Timeline