AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,732 shares; 2024Q4: 130,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393,532 shares; 2025Q4: 446,064 shares; 2026Q1: 434,012 shares 434,012 $117M 7.93% -12,052 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; 2024Q2: restricted; 2024Q3: 117,462 shares; 2024Q4: 113,315 shares; 2025Q1: 144,553 shares; 2025Q2: 155,925 shares; 2025Q3: 16,054 shares; 2025Q4: 162,838 shares; 2026Q1: 156,130 shares 156,130 $102M 6.92% -6,708 Timeline VEU 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,497 shares; 2025Q1: 27,255 shares; 2025Q2: not reported; 2025Q3: 33,883 shares; 2025Q4: 972,309 shares; 2026Q1: 896,343 shares 896,343 $74.3M 5.03% -75,966 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 463,194 shares; 2025Q4: 463,220 shares; 2026Q1: 462,411 shares 462,411 $73.8M 4.99% -809 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,988 shares; 2025Q1: 173,002 shares; 2025Q2: not reported; 2025Q3: 80,350 shares; 2025Q4: 101,277 shares; 2026Q1: 97,699 shares 97,699 $65.4M 4.42% -3,578 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 516,760 shares; 2025Q3: 516,760 shares; 2025Q4: 531,179 shares; 2026Q1: 531,179 shares 531,179 $43M 2.9% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,989 shares; 2024Q4: 95,871 shares; 2025Q1: 90,759 shares; 2025Q2: 193,132 shares; 2025Q3: 19,176 shares; 2025Q4: 659,432 shares; 2026Q1: 769,593 shares 769,593 $38.7M 2.61% +110,161 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,314 shares; 2025Q3: not reported; 2025Q4: 493,899 shares; 2026Q1: 595,886 shares 595,886 $31.1M 2.1% +101,987 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; 2024Q2: restricted; 2024Q3: 120,461 shares; 2024Q4: 119,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,186 shares; 2025Q4: not reported; 2026Q1: 43,239 shares 43,239 $28.4M 1.92% new 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; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: not reported; 2025Q1: 12,642 shares; 2025Q2: 98,838 shares; 2025Q3: not reported; 2025Q4: 308,858 shares; 2026Q1: 369,038 shares 369,038 $26.9M 1.82% +60,180 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,828 shares; 2024Q4: 101,988 shares; 2025Q1: 102,659 shares; 2025Q2: 154,244 shares; 2025Q3: not reported; 2025Q4: 123,203 shares; 2026Q1: 123,739 shares 123,739 $25.2M 1.7% +536 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; 2024Q2: restricted; 2024Q3: 26,861 shares; 2024Q4: 25,828 shares; 2025Q1: 26,263 shares; 2025Q2: 33,168 shares; 2025Q3: not reported; 2025Q4: 75,092 shares; 2026Q1: 76,228 shares 76,228 $22.8M 1.54% +1,136 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; 2024Q2: restricted; 2024Q3: 61,197 shares; 2024Q4: 59,314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,769 shares; 2025Q4: 95,993 shares; 2026Q1: 90,649 shares 90,649 $22.2M 1.5% -5,344 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,755 shares; 2025Q1: 38,356 shares; 2025Q2: not reported; 2025Q3: 13,588 shares; 2025Q4: 50,373 shares; 2026Q1: 51,782 shares 51,782 $20.8M 1.41% +1,409 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,475 shares; 2024Q4: 39,565 shares; 2025Q1: 43,340 shares; 2025Q2: 60,937 shares; 2025Q3: not reported; 2025Q4: 62,030 shares; 2026Q1: 55,072 shares 55,072 $19.5M 1.32% -6,958 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,755 shares; 2026Q1: 378,989 shares 378,989 $18.8M 1.27% +256,234 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; 2024Q2: restricted; 2024Q3: 11,718 shares; 2024Q4: 28,919 shares; 2025Q1: 30,541 shares; 2025Q2: not reported; 2025Q3: 72,671 shares; 2025Q4: 130,338 shares; 2026Q1: 130,159 shares 130,159 $18.7M 1.27% -179 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,291 shares; 2024Q4: 21,876 shares; 2025Q1: 21,295 shares; 2025Q2: 55,695 shares; 2025Q3: not reported; 2025Q4: 38,560 shares; 2026Q1: 42,624 shares 42,624 $16.7M 1.13% +4,064 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; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,839 shares; 2025Q4: 37,530 shares; 2026Q1: 33,995 shares 33,995 $16.3M 1.1% -3,535 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,052 shares; 2025Q1: 23,132 shares; 2025Q2: 444,374 shares; 2025Q3: 465,637 shares; 2025Q4: 464,447 shares; 2026Q1: 469,006 shares 469,006 $15.9M 1.08% +4,559 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,591 shares; 2025Q4: 46,859 shares; 2026Q1: 42,395 shares 42,395 $14.2M 0.96% -4,464 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,708 shares; 2026Q1: 21,326 shares 21,326 $14.1M 0.95% +618 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,619 shares; 2024Q4: 35,575 shares; 2025Q1: 37,082 shares; 2025Q2: 40,587 shares; 2025Q3: not reported; 2025Q4: 36,691 shares; 2026Q1: 36,210 shares 36,210 $13.6M 0.92% -481 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,079 shares; 2025Q3: 107,665 shares; 2025Q4: 299,773 shares; 2026Q1: 301,920 shares 301,920 $11.7M 0.79% +2,147 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,941 shares; 2024Q4: 17,941 shares; 2025Q1: 18,265 shares; 2025Q2: 295,357 shares; 2025Q3: 296,170 shares; 2025Q4: 298,856 shares; 2026Q1: 298,505 shares 298,505 $11.6M 0.78% -351 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; 2024Q2: restricted; 2024Q3: 25,311 shares; 2024Q4: 25,952 shares; 2025Q1: 32,141 shares; 2025Q2: 63,461 shares; 2025Q3: not reported; 2025Q4: 80,690 shares; 2026Q1: 73,167 shares 73,167 $11.3M 0.77% -7,523 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,932 shares; 2025Q4: 127,606 shares; 2026Q1: 141,275 shares 141,275 $11.2M 0.76% +13,669 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,707 shares; 2026Q1: 190,934 shares 190,934 $10.6M 0.71% -26,773 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225,193 shares; 2025Q3: 226,887 shares; 2025Q4: 221,821 shares; 2026Q1: 221,821 shares 221,821 $10M 0.68% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,801 shares; 2025Q2: 16,365 shares; 2025Q3: not reported; 2025Q4: 15,492 shares; 2026Q1: 14,879 shares 14,879 $8.76M 0.59% -613 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 14,204 shares; 2025Q1: 16,138 shares; 2025Q2: 21,130 shares; 2025Q3: not reported; 2025Q4: 20,095 shares; 2026Q1: 20,802 shares 20,802 $8.67M 0.59% +707 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; 2024Q2: restricted; 2024Q3: 16,494 shares; 2024Q4: 17,438 shares; 2025Q1: 18,893 shares; 2025Q2: 32,185 shares; 2025Q3: not reported; 2025Q4: 23,759 shares; 2026Q1: 19,662 shares 19,662 $8.51M 0.58% -4,097 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,279 shares; 2026Q1: 83,665 shares 83,665 $8.39M 0.57% +67,386 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,025 shares; 2025Q1: 11,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,142 shares; 2026Q1: 26,383 shares 26,383 $8.35M 0.56% +241 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,775 shares; 2025Q1: 135,400 shares; 2025Q2: not reported; 2025Q3: 28,252 shares; 2025Q4: 43,820 shares; 2026Q1: 40,677 shares 40,677 $8.15M 0.55% -3,143 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,769 shares; 2025Q1: 46,866 shares; 2025Q2: not reported; 2025Q3: 23,824 shares; 2025Q4: 79,190 shares; 2026Q1: 61,109 shares 61,109 $7.72M 0.52% -18,081 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,948 shares; 2025Q1: 19,506 shares; 2025Q2: not reported; 2025Q3: 15,946 shares; 2025Q4: 35,562 shares; 2026Q1: 32,428 shares 32,428 $7.54M 0.51% -3,134 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,226 shares; 2026Q1: 79,203 shares 79,203 $7.26M 0.49% -12,023 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,650 shares; 2026Q1: 38,052 shares 38,052 $7.19M 0.49% +402 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,039 shares; 2026Q1: 45,028 shares 45,028 $7.09M 0.48% +6,989 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 21,958 shares; 2025Q1: 30,211 shares; 2025Q2: 47,025 shares; 2025Q3: not reported; 2025Q4: 78,499 shares; 2026Q1: 61,723 shares 61,723 $6.96M 0.47% -16,776 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,599 shares; 2025Q4: 32,337 shares; 2026Q1: 31,716 shares 31,716 $6.85M 0.46% -621 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,723 shares; 2025Q4: 115,996 shares; 2026Q1: 99,811 shares 99,811 $6.83M 0.46% -16,185 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,373 shares; 2026Q1: 11,371 shares 11,371 $6.69M 0.45% -2 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,305 shares; 2024Q4: 38,919 shares; 2025Q1: 40,371 shares; 2025Q2: 41,584 shares; 2025Q3: not reported; 2025Q4: 25,838 shares; 2026Q1: 28,978 shares 28,978 $6.67M 0.45% +3,140 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,434 shares; 2025Q3: not reported; 2025Q4: 57,125 shares; 2026Q1: 68,928 shares 68,928 $6.52M 0.44% +11,803 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,684 shares; 2025Q3: 100,978 shares; 2025Q4: 103,174 shares; 2026Q1: 103,174 shares 103,174 $6.46M 0.44% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,362 shares; 2024Q4: 25,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,057 shares; 2025Q4: 159,170 shares; 2026Q1: 128,884 shares 128,884 $6.4M 0.43% -30,286 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,596 shares; 2026Q1: 21,612 shares 21,612 $6.37M 0.43% +5,016 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,137 shares; 2025Q1: 12,883 shares; 2025Q2: not reported; 2025Q3: 12,453 shares; 2025Q4: 21,503 shares; 2026Q1: 27,576 shares 27,576 $6.37M 0.43% +6,073 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,882 shares; 2025Q1: 15,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,591 shares; 2026Q1: 41,319 shares 41,319 $6.23M 0.42% +728 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 18,554 shares; 2025Q1: 18,591 shares; 2025Q2: 20,852 shares; 2025Q3: not reported; 2025Q4: 18,533 shares; 2026Q1: 18,869 shares 18,869 $6.02M 0.41% +336 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,246 shares; 2025Q2: 35,866 shares; 2025Q3: not reported; 2025Q4: 52,639 shares; 2026Q1: 51,650 shares 51,650 $5.91M 0.4% -989 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,761 shares; 2026Q1: 19,240 shares 19,240 $5.39M 0.36% +479 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,030 shares; 2025Q3: 67,918 shares; 2025Q4: 67,918 shares; 2026Q1: 67,918 shares 67,918 $5.05M 0.34% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,748 shares; 2025Q3: 38,667 shares; 2025Q4: 178,392 shares; 2026Q1: 189,394 shares 189,394 $4.85M 0.33% +11,002 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,069 shares; 2025Q2: 16,979 shares; 2025Q3: not reported; 2025Q4: 22,771 shares; 2026Q1: 22,535 shares 22,535 $4.73M 0.32% -236 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,156 shares 54,156 $4.67M 0.32% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,476 shares; 2025Q4: 32,390 shares; 2026Q1: 31,077 shares 31,077 $4.62M 0.31% -1,313 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,719 shares; 2025Q4: 37,721 shares; 2026Q1: 37,587 shares 37,587 $4.49M 0.3% -134 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,203 shares; 2026Q1: 73,177 shares 73,177 $4.44M 0.3% +26,974 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,565 shares; 2025Q2: 92,149 shares; 2025Q3: not reported; 2025Q4: 93,449 shares; 2026Q1: 105,477 shares 105,477 $4.43M 0.3% +12,028 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,813 shares; 2025Q2: not reported; 2025Q3: 24,798 shares; 2025Q4: 71,457 shares; 2026Q1: 56,720 shares 56,720 $4.4M 0.3% -14,737 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 37,346 shares; 2025Q1: 37,331 shares; 2025Q2: not reported; 2025Q3: 24,352 shares; 2025Q4: 52,439 shares; 2026Q1: 49,018 shares 49,018 $4.34M 0.29% -3,421 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,607 shares; 2026Q1: 109,029 shares 109,029 $4.34M 0.29% +33,422 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,023 shares; 2025Q3: not reported; 2025Q4: 55,600 shares; 2026Q1: 46,323 shares 46,323 $4.33M 0.29% -9,277 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,956 shares; 2025Q1: 15,709 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,370 shares; 2026Q1: 59,061 shares 59,061 $4.33M 0.29% +14,691 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,513 shares; 2025Q1: 18,601 shares; 2025Q2: not reported; 2025Q3: 10,894 shares; 2025Q4: 37,996 shares; 2026Q1: 35,996 shares 35,996 $4.28M 0.29% -2,000 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; 2024Q2: restricted; 2024Q3: 39,023 shares; 2024Q4: 40,849 shares; 2025Q1: 43,061 shares; 2025Q2: 47,711 shares; 2025Q3: not reported; 2025Q4: 58,468 shares; 2026Q1: 55,396 shares 55,396 $4.27M 0.29% -3,072 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 36,745 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,226 shares; 2026Q1: 35,606 shares 35,606 $4.22M 0.29% +1,380 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,283 shares; 2024Q4: 12,048 shares; 2025Q1: 12,091 shares; 2025Q2: 30,443 shares; 2025Q3: not reported; 2025Q4: 49,148 shares; 2026Q1: 51,748 shares 51,748 $4.1M 0.28% +2,600 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,146 shares; 2025Q3: not reported; 2025Q4: 108,816 shares; 2026Q1: 110,781 shares 110,781 $4M 0.27% +1,965 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,742 shares; 2026Q1: 30,539 shares 30,539 $3.95M 0.27% +2,797 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; 2024Q2: restricted; 2024Q3: 31,846 shares; 2024Q4: 31,625 shares; 2025Q1: 29,657 shares; 2025Q2: 41,025 shares; 2025Q3: not reported; 2025Q4: 43,900 shares; 2026Q1: 42,928 shares 42,928 $3.92M 0.27% -972 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 19,498 shares; 2025Q3: 17,397 shares; 2025Q4: 30,009 shares; 2026Q1: 29,637 shares 29,637 $3.81M 0.26% -372 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,301 shares; 2025Q3: not reported; 2025Q4: 12,393 shares; 2026Q1: 19,876 shares 19,876 $3.81M 0.26% +7,483 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,703 shares; 2025Q3: 35,042 shares; 2025Q4: 96,778 shares; 2026Q1: 98,384 shares 98,384 $3.79M 0.26% +1,606 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,389 shares; 2024Q4: 16,461 shares; 2025Q1: 16,250 shares; 2025Q2: 41,650 shares; 2025Q3: 25,321 shares; 2025Q4: 40,327 shares; 2026Q1: 40,753 shares 40,753 $3.79M 0.26% +426 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,043 shares 10,043 $3.75M 0.25% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,098 shares; 2026Q1: 89,455 shares 89,455 $3.68M 0.25% +32,357 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,110 shares; 2026Q1: 13,060 shares 13,060 $3.62M 0.24% -1,050 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,694 shares; 2025Q3: 38,434 shares; 2025Q4: 97,722 shares; 2026Q1: 95,282 shares 95,282 $3.54M 0.24% -2,440 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,854 shares; 2026Q1: 69,674 shares 69,674 $3.52M 0.24% +49,820 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,555 shares; 2026Q1: 74,846 shares 74,846 $3.51M 0.24% +23,291 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,518 shares; 2025Q4: 66,518 shares; 2026Q1: 66,518 shares 66,518 $3.48M 0.24% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,168 shares; 2025Q1: 50,978 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,492 shares; 2026Q1: 27,246 shares 27,246 $3.36M 0.23% -7,246 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,225 shares 15,225 $3.36M 0.23% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,355 shares; 2026Q1: 73,573 shares 73,573 $3.36M 0.23% -34,782 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,036 shares; 2025Q1: 12,816 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,765 shares; 2026Q1: 12,486 shares 12,486 $3.35M 0.23% -1,279 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,811 shares; 2026Q1: 15,000 shares 15,000 $3.31M 0.22% +1,189 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; 2024Q2: restricted; 2024Q3: 40,689 shares; 2024Q4: 40,535 shares; 2025Q1: 43,453 shares; 2025Q2: 69,639 shares; 2025Q3: not reported; 2025Q4: 59,894 shares; 2026Q1: 58,906 shares 58,906 $3.31M 0.22% -988 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,977 shares; 2026Q1: 37,173 shares 37,173 $3.25M 0.22% +2,196 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,382 shares; 2026Q1: 11,263 shares 11,263 $3.03M 0.21% -119 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,550 shares; 2025Q1: 35,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,509 shares; 2026Q1: 57,197 shares 57,197 $3M 0.2% +12,688 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,950 shares; 2026Q1: 14,422 shares 14,422 $2.85M 0.19% -528 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; 2024Q2: restricted; 2024Q3: 120,344 shares; 2024Q4: 117,314 shares; 2025Q1: 105,302 shares; 2025Q2: 110,382 shares; 2025Q3: not reported; 2025Q4: 123,830 shares; 2026Q1: 108,443 shares 108,443 $2.79M 0.19% -15,387 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,194 shares; 2024Q4: 23,118 shares; 2025Q1: 29,508 shares; 2025Q2: 51,902 shares; 2025Q3: not reported; 2025Q4: 47,834 shares; 2026Q1: 47,942 shares 47,942 $2.77M 0.19% +108 Timeline PSI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,326 shares; 2025Q3: not reported; 2025Q4: 20,286 shares; 2026Q1: 21,535 shares 21,535 $2.74M 0.19% +1,249 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; 2024Q2: restricted; 2024Q3: 85,815 shares; 2024Q4: 84,831 shares; 2025Q1: 78,299 shares; 2025Q2: 75,048 shares; 2025Q3: not reported; 2025Q4: 67,447 shares; 2026Q1: 57,534 shares 57,534 $2.74M 0.19% -9,913 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,321 shares; 2025Q4: 17,188 shares; 2026Q1: 17,206 shares 17,206 $2.72M 0.18% +18 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,811 shares; 2025Q3: 19,742 shares; 2025Q4: 28,980 shares; 2026Q1: 33,691 shares 33,691 $2.71M 0.18% +4,711 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,602 shares; 2024Q4: 17,442 shares; 2025Q1: 21,068 shares; 2025Q2: 41,715 shares; 2025Q3: not reported; 2025Q4: 58,555 shares; 2026Q1: 60,916 shares 60,916 $2.71M 0.18% +2,361 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,548 shares; 2025Q3: not reported; 2025Q4: 13,488 shares; 2026Q1: 13,445 shares 13,445 $2.7M 0.18% -43 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,202 shares; 2025Q1: 11,622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,462 shares; 2026Q1: 47,562 shares 47,562 $2.67M 0.18% +3,100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,816 shares; 2025Q1: 79,018 shares; 2025Q2: not reported; 2025Q3: 17,296 shares; 2025Q4: 136,804 shares; 2026Q1: 101,348 shares 101,348 $2.65M 0.18% -35,456 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,798 shares; 2025Q4: 31,261 shares; 2026Q1: 34,281 shares 34,281 $2.63M 0.18% +3,020 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,959 shares 13,959 $2.56M 0.17% new Timeline GPIQ 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; 2024Q2: restricted; 2024Q3: 16,266 shares; 2024Q4: 21,099 shares; 2025Q1: 27,262 shares; 2025Q2: 44,145 shares; 2025Q3: not reported; 2025Q4: 45,672 shares; 2026Q1: 46,584 shares 46,584 $2.54M 0.17% +912 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,729 shares; 2026Q1: 29,140 shares 29,140 $2.47M 0.17% -10,589 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,583 shares; 2025Q3: not reported; 2025Q4: 37,518 shares; 2026Q1: 38,466 shares 38,466 $2.43M 0.16% +948 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,429 shares; 2025Q1: 52,613 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,313 shares 23,313 $2.43M 0.16% new Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,152 shares; 2026Q1: 56,231 shares 56,231 $2.36M 0.16% +16,079 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,432 shares; 2025Q1: 12,530 shares; 2025Q2: not reported; 2025Q3: 23,361 shares; 2025Q4: 30,969 shares; 2026Q1: 26,242 shares 26,242 $2.36M 0.16% -4,727 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,327 shares; 2024Q4: 20,081 shares; 2025Q1: 24,603 shares; 2025Q2: 39,004 shares; 2025Q3: not reported; 2025Q4: 15,771 shares; 2026Q1: 16,532 shares 16,532 $2.35M 0.16% +761 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,702 shares; 2025Q4: 24,668 shares; 2026Q1: 24,753 shares 24,753 $2.35M 0.16% +85 Timeline GPIX 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; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 16,837 shares; 2025Q1: 24,332 shares; 2025Q2: 40,318 shares; 2025Q3: not reported; 2025Q4: 42,230 shares; 2026Q1: 43,551 shares 43,551 $2.31M 0.16% +1,321 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,813 shares; 2025Q1: 75,440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,246 shares; 2026Q1: 208,145 shares 208,145 $2.3M 0.16% +67,899 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,853 shares; 2025Q3: not reported; 2025Q4: 48,724 shares; 2026Q1: 49,860 shares 49,860 $2.29M 0.15% +1,136 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,149 shares; 2026Q1: 37,936 shares 37,936 $2.25M 0.15% -3,213 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,417 shares; 2026Q1: 14,052 shares 14,052 $2.22M 0.15% -2,365 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,617 shares; 2025Q1: 22,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,071 shares; 2026Q1: 21,574 shares 21,574 $2.22M 0.15% -13,497 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,089 shares; 2025Q3: not reported; 2025Q4: 45,957 shares; 2026Q1: 47,767 shares 47,767 $2.2M 0.15% +1,810 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,634 shares; 2026Q1: 11,621 shares 11,621 $2.16M 0.15% -13 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,878 shares 11,878 $2.13M 0.14% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,621 shares 22,621 $2.12M 0.14% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,414 shares 11,414 $2.1M 0.14% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,590 shares; 2026Q1: 18,361 shares 18,361 $2.07M 0.14% -6,229 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,334 shares; 2026Q1: 16,452 shares 16,452 $2.05M 0.14% -882 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 12,495 shares; 2025Q1: 11,139 shares; 2025Q2: 32,948 shares; 2025Q3: not reported; 2025Q4: 34,086 shares; 2026Q1: 35,267 shares 35,267 $1.97M 0.13% +1,181 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,111 shares; 2025Q1: 11,234 shares; 2025Q2: 13,647 shares; 2025Q3: not reported; 2025Q4: 29,757 shares; 2026Q1: 28,693 shares 28,693 $1.96M 0.13% -1,064 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,068 shares; 2025Q1: 29,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,515 shares; 2026Q1: 56,076 shares 56,076 $1.95M 0.13% +16,561 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,354 shares; 2025Q2: 24,214 shares; 2025Q3: not reported; 2025Q4: 25,800 shares; 2026Q1: 25,978 shares 25,978 $1.95M 0.13% +178 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,795 shares; 2026Q1: 11,692 shares 11,692 $1.94M 0.13% +897 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,018 shares; 2024Q4: 14,177 shares; 2025Q1: 16,863 shares; 2025Q2: 25,468 shares; 2025Q3: not reported; 2025Q4: 32,989 shares; 2026Q1: 33,931 shares 33,931 $1.94M 0.13% +942 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,915 shares; 2025Q4: 14,598 shares; 2026Q1: 14,942 shares 14,942 $1.91M 0.13% +344 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,021 shares; 2026Q1: 42,714 shares 42,714 $1.9M 0.13% -5,307 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,993 shares 13,993 $1.89M 0.13% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,355 shares; 2025Q2: 20,884 shares; 2025Q3: not reported; 2025Q4: 25,342 shares; 2026Q1: 25,562 shares 25,562 $1.89M 0.13% +220 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,809 shares; 2025Q1: 49,833 shares; 2025Q2: not reported; 2025Q3: 15,625 shares; 2025Q4: 19,679 shares; 2026Q1: 19,589 shares 19,589 $1.87M 0.13% -90 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,758 shares; 2025Q1: 29,193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,315 shares; 2026Q1: 25,491 shares 25,491 $1.85M 0.12% -9,824 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,067 shares; 2026Q1: 39,215 shares 39,215 $1.84M 0.12% -13,852 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,294 shares; 2026Q1: 10,201 shares 10,201 $1.82M 0.12% -93 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,970 shares; 2026Q1: 12,220 shares 12,220 $1.82M 0.12% -750 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,180 shares; 2026Q1: 49,830 shares 49,830 $1.8M 0.12% +16,650 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,177 shares; 2026Q1: 15,965 shares 15,965 $1.77M 0.12% +2,788 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,311 shares; 2026Q1: 31,307 shares 31,307 $1.73M 0.12% -4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,198 shares; 2025Q3: not reported; 2025Q4: 32,100 shares; 2026Q1: 31,056 shares 31,056 $1.69M 0.11% -1,044 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,382 shares; 2024Q4: 110,583 shares; 2025Q1: 114,285 shares; 2025Q2: 123,767 shares; 2025Q3: 11,146 shares; 2025Q4: 37,945 shares; 2026Q1: 34,970 shares 34,970 $1.68M 0.11% -2,975 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,734 shares; 2025Q2: 45,586 shares; 2025Q3: not reported; 2025Q4: 21,804 shares; 2026Q1: 18,815 shares 18,815 $1.68M 0.11% -2,989 Timeline VSS 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,474 shares; 2025Q4: 11,463 shares; 2026Q1: 11,459 shares 11,459 $1.67M 0.11% -4 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,439 shares; 2025Q3: 54,439 shares; 2025Q4: 56,530 shares; 2026Q1: 56,530 shares 56,530 $1.67M 0.11% 0 Timeline VT 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,392 shares; 2025Q4: 11,792 shares; 2026Q1: 11,841 shares 11,841 $1.64M 0.11% +49 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,676 shares; 2025Q1: 61,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,644 shares; 2026Q1: 47,709 shares 47,709 $1.62M 0.11% -9,935 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,047 shares; 2024Q4: 484,590 shares; 2025Q1: 511,858 shares; 2025Q2: 534,908 shares; 2025Q3: 56,494 shares; 2025Q4: 73,503 shares; 2026Q1: 53,836 shares 53,836 $1.61M 0.11% -19,667 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,213 shares; 2026Q1: 96,907 shares 96,907 $1.58M 0.11% -24,306 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,237 shares; 2025Q4: 14,882 shares; 2026Q1: 14,780 shares 14,780 $1.57M 0.11% -102 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,438 shares; 2024Q4: 12,438 shares; 2025Q1: 12,643 shares; 2025Q2: not reported; 2025Q3: 16,154 shares; 2025Q4: 16,834 shares; 2026Q1: 16,846 shares 16,846 $1.54M 0.1% +12 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,587 shares; 2026Q1: 16,574 shares 16,574 $1.51M 0.1% -7,013 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,581 shares; 2025Q3: not reported; 2025Q4: 30,358 shares; 2026Q1: 40,896 shares 40,896 $1.51M 0.1% +10,538 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,272 shares; 2026Q1: 18,937 shares 18,937 $1.48M 0.1% +665 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,334 shares; 2026Q1: 11,351 shares 11,351 $1.47M 0.1% +17 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,666 shares; 2026Q1: 41,413 shares 41,413 $1.46M 0.1% +17,747 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,018 shares; 2026Q1: 14,538 shares 14,538 $1.44M 0.1% -24,480 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,517 shares; 2026Q1: 13,003 shares 13,003 $1.42M 0.1% -10,514 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,588 shares; 2026Q1: 30,463 shares 30,463 $1.42M 0.1% -12,125 Timeline IGPT 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,043 shares; 2025Q3: not reported; 2025Q4: 16,250 shares; 2026Q1: 17,468 shares 17,468 $1.37M 0.09% +1,218 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,019 shares; 2025Q3: 42,019 shares; 2025Q4: 42,019 shares; 2026Q1: 42,019 shares 42,019 $1.35M 0.09% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,645 shares; 2025Q1: 10,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,816 shares; 2026Q1: 12,233 shares 12,233 $1.33M 0.09% -583 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,539 shares 11,539 $1.32M 0.09% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,366 shares; 2025Q3: 16,796 shares; 2025Q4: 18,018 shares; 2026Q1: 17,482 shares 17,482 $1.32M 0.09% -536 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,984 shares; 2024Q4: 13,099 shares; 2025Q1: 12,934 shares; 2025Q2: 18,257 shares; 2025Q3: not reported; 2025Q4: 19,465 shares; 2026Q1: 25,186 shares 25,186 $1.32M 0.09% +5,721 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,205 shares 14,205 $1.31M 0.09% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,032 shares; 2026Q1: 12,946 shares 12,946 $1.31M 0.09% +1,914 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,449 shares; 2026Q1: 10,856 shares 10,856 $1.3M 0.09% -593 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,188 shares; 2026Q1: 30,959 shares 30,959 $1.26M 0.09% +12,771 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,330 shares; 2024Q4: 18,435 shares; 2025Q1: 18,454 shares; 2025Q2: 26,228 shares; 2025Q3: not reported; 2025Q4: 41,724 shares; 2026Q1: 34,162 shares 34,162 $1.26M 0.09% -7,562 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,045 shares; 2026Q1: 12,392 shares 12,392 $1.26M 0.09% -2,653 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,206 shares; 2026Q1: 12,622 shares 12,622 $1.25M 0.08% +416 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,042 shares; 2026Q1: 51,728 shares 51,728 $1.2M 0.08% +1,686 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,026 shares 10,026 $1.2M 0.08% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,922 shares; 2026Q1: 26,329 shares 26,329 $1.19M 0.08% +5,407 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,513 shares; 2025Q3: 15,094 shares; 2025Q4: 23,000 shares; 2026Q1: 27,284 shares 27,284 $1.16M 0.08% +4,284 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,021 shares; 2025Q4: 12,296 shares; 2026Q1: 12,296 shares 12,296 $1.16M 0.08% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,951 shares; 2026Q1: 17,463 shares 17,463 $1.15M 0.08% +2,512 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,736 shares; 2026Q1: 13,091 shares 13,091 $1.15M 0.08% +355 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,184 shares; 2026Q1: 25,562 shares 25,562 $1.14M 0.08% -4,622 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,950 shares; 2026Q1: 13,066 shares 13,066 $1.13M 0.08% +116 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,891 shares; 2025Q1: 10,280 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,717 shares; 2026Q1: 12,968 shares 12,968 $1.13M 0.08% -749 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,559 shares; 2026Q1: 11,225 shares 11,225 $1.12M 0.08% +666 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,084 shares; 2026Q1: 10,241 shares 10,241 $1.11M 0.08% -2,843 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,862 shares; 2024Q4: 17,922 shares; 2025Q1: 12,963 shares; 2025Q2: 13,554 shares; 2025Q3: not reported; 2025Q4: 16,596 shares; 2026Q1: 23,456 shares 23,456 $1.1M 0.07% +6,860 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,890 shares; 2025Q3: not reported; 2025Q4: 152,332 shares; 2026Q1: 41,076 shares 41,076 $1.08M 0.07% -111,256 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,546 shares; 2025Q3: not reported; 2025Q4: 12,467 shares; 2026Q1: 12,704 shares 12,704 $1.08M 0.07% +237 Timeline HELO 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,945 shares; 2026Q1: 15,987 shares 15,987 $1.08M 0.07% +4,042 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,659 shares; 2026Q1: 14,541 shares 14,541 $1.08M 0.07% +3,882 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,807 shares; 2026Q1: 26,685 shares 26,685 $1.07M 0.07% +3,878 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,149 shares; 2025Q4: 24,613 shares; 2026Q1: 17,516 shares 17,516 $1.07M 0.07% -7,097 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,292 shares; 2025Q3: 24,270 shares; 2025Q4: 25,786 shares; 2026Q1: 26,933 shares 26,933 $1.04M 0.07% +1,147 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,433 shares; 2026Q1: 30,995 shares 30,995 $1.03M 0.07% +4,562 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,081 shares 12,081 $1.03M 0.07% new Timeline PRFZ 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,390 shares; 2025Q3: not reported; 2025Q4: 22,425 shares; 2026Q1: 22,425 shares 22,425 $1.03M 0.07% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,705 shares; 2026Q1: 11,843 shares 11,843 $1.02M 0.07% +1,138 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,171 shares; 2025Q3: 30,171 shares; 2025Q4: 30,171 shares; 2026Q1: 30,171 shares 30,171 $1.02M 0.07% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,677 shares 18,677 $1.02M 0.07% new Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,491 shares; 2025Q3: 17,491 shares; 2025Q4: 17,491 shares; 2026Q1: 17,491 shares 17,491 $908K 0.06% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,551 shares; 2025Q1: 17,585 shares; 2025Q2: 19,460 shares; 2025Q3: not reported; 2025Q4: 17,987 shares; 2026Q1: 17,821 shares 17,821 $898K 0.06% -166 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,152 shares; 2025Q1: 23,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,164 shares; 2026Q1: 10,074 shares 10,074 $872K 0.06% -1,090 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,271 shares; 2026Q1: 11,300 shares 11,300 $868K 0.06% +1,029 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,186 shares; 2026Q1: 83,186 shares 83,186 $846K 0.06% 0 Timeline RFG 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,974 shares; 2025Q3: not reported; 2025Q4: 14,062 shares; 2026Q1: 13,781 shares 13,781 $836K 0.06% -281 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,274 shares 17,274 $834K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,615 shares; 2025Q4: 15,039 shares; 2026Q1: 15,430 shares 15,430 $807K 0.05% +391 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,187 shares; 2025Q3: not reported; 2025Q4: 10,079 shares; 2026Q1: 10,079 shares 10,079 $805K 0.05% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 16,260 shares; 2025Q1: 22,163 shares; 2025Q2: 24,804 shares; 2025Q3: 11,441 shares; 2025Q4: 23,994 shares; 2026Q1: 20,474 shares 20,474 $787K 0.05% -3,520 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,383 shares; 2026Q1: 27,646 shares 27,646 $787K 0.05% -31,737 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,142 shares; 2025Q1: 36,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,131 shares; 2026Q1: 24,644 shares 24,644 $781K 0.05% -7,487 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,327 shares; 2024Q4: 33,174 shares; 2025Q1: 34,267 shares; 2025Q2: 45,313 shares; 2025Q3: not reported; 2025Q4: 38,467 shares; 2026Q1: 16,667 shares 16,667 $753K 0.05% -21,800 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,453 shares; 2026Q1: 12,265 shares 12,265 $746K 0.05% -6,188 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,249 shares; 2025Q3: not reported; 2025Q4: 13,948 shares; 2026Q1: 15,039 shares 15,039 $741K 0.05% +1,091 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,433 shares; 2025Q3: not reported; 2025Q4: 25,438 shares; 2026Q1: 27,872 shares 27,872 $714K 0.05% +2,434 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,178 shares; 2025Q3: not reported; 2025Q4: 20,815 shares; 2026Q1: 21,749 shares 21,749 $709K 0.05% +934 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,349 shares 14,349 $704K 0.05% new 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; 2024Q2: restricted; 2024Q3: 34,284 shares; 2024Q4: 33,234 shares; 2025Q1: 31,887 shares; 2025Q2: 32,343 shares; 2025Q3: not reported; 2025Q4: 14,021 shares; 2026Q1: 12,206 shares 12,206 $700K 0.05% -1,815 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,851 shares; 2026Q1: 27,953 shares 27,953 $699K 0.05% +10,102 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,863 shares 39,863 $672K 0.05% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,170 shares; 2025Q4: 33,162 shares; 2026Q1: 28,883 shares 28,883 $671K 0.05% -4,279 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,087 shares; 2025Q1: 14,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,801 shares; 2026Q1: 11,837 shares 11,837 $666K 0.05% -14,964 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,451 shares 28,451 $649K 0.04% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,991 shares; 2025Q3: 12,859 shares; 2025Q4: 33,317 shares; 2026Q1: 24,389 shares 24,389 $645K 0.04% -8,928 Timeline PRF 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; 2024Q2: restricted; 2024Q3: 38,570 shares; 2024Q4: 38,570 shares; 2025Q1: 38,570 shares; 2025Q2: 50,720 shares; 2025Q3: not reported; 2025Q4: 13,448 shares; 2026Q1: 13,449 shares 13,449 $641K 0.04% +1 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,398 shares; 2026Q1: 10,699 shares 10,699 $633K 0.04% -699 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,840 shares; 2026Q1: 52,231 shares 52,231 $625K 0.04% +6,391 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,887 shares; 2026Q1: 12,258 shares 12,258 $613K 0.04% -4,629 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: 12,196 shares; 2025Q4: 13,094 shares; 2026Q1: 13,275 shares 13,275 $609K 0.04% +181 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,529 shares; 2026Q1: 13,402 shares 13,402 $608K 0.04% +1,873 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,141 shares 12,141 $606K 0.04% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,171 shares; 2025Q2: 96,372 shares; 2025Q3: not reported; 2025Q4: 24,523 shares; 2026Q1: 14,631 shares 14,631 $596K 0.04% -9,892 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; 2024Q2: restricted; 2024Q3: 38,408 shares; 2024Q4: 38,224 shares; 2025Q1: 43,754 shares; 2025Q2: 47,009 shares; 2025Q3: not reported; 2025Q4: 10,608 shares; 2026Q1: 11,527 shares 11,527 $582K 0.04% +919 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,350 shares; 2025Q4: 18,620 shares; 2026Q1: 18,620 shares 18,620 $580K 0.04% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,936 shares; 2025Q1: 18,666 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,912 shares; 2026Q1: 17,519 shares 17,519 $576K 0.04% -393 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,262 shares; 2026Q1: 12,767 shares 12,767 $575K 0.04% +2,505 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $574K 0.04% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,749 shares; 2026Q1: 42,052 shares 42,052 $545K 0.04% +15,303 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,711 shares; 2026Q1: 21,713 shares 21,713 $543K 0.04% +2 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,200 shares; 2025Q3: not reported; 2025Q4: 14,746 shares; 2026Q1: 15,049 shares 15,049 $542K 0.04% +303 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,675 shares; 2025Q4: 34,387 shares; 2026Q1: 14,202 shares 14,202 $537K 0.04% -20,185 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,404 shares; 2024Q4: 31,068 shares; 2025Q1: 24,925 shares; 2025Q2: 20,358 shares; 2025Q3: not reported; 2025Q4: 22,683 shares; 2026Q1: 20,905 shares 20,905 $527K 0.04% -1,778 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,219 shares; 2026Q1: 10,081 shares 10,081 $525K 0.04% -1,138 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,712 shares; 2026Q1: 10,261 shares 10,261 $521K 0.04% -451 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,492 shares; 2025Q3: 21,492 shares; 2025Q4: 15,236 shares; 2026Q1: 15,236 shares 15,236 $518K 0.04% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,411 shares 15,411 $513K 0.03% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,718 shares; 2025Q4: 15,898 shares; 2026Q1: 15,925 shares 15,925 $504K 0.03% +27 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,588 shares; 2025Q3: not reported; 2025Q4: 13,033 shares; 2026Q1: 12,464 shares 12,464 $495K 0.03% -569 Timeline GMAY 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $493K 0.03% 0 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,380 shares; 2026Q1: 11,782 shares 11,782 $479K 0.03% -598 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,289 shares; 2024Q4: 49,612 shares; 2025Q1: 50,563 shares; 2025Q2: 50,907 shares; 2025Q3: not reported; 2025Q4: 23,246 shares; 2026Q1: 25,360 shares 25,360 $473K 0.03% +2,114 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,572 shares; 2025Q1: 40,232 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,373 shares; 2026Q1: 43,915 shares 43,915 $473K 0.03% -14,458 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,249 shares; 2026Q1: 22,291 shares 22,291 $472K 0.03% +5,042 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,654 shares; 2025Q3: 16,617 shares; 2025Q4: 17,244 shares; 2026Q1: 17,207 shares 17,207 $470K 0.03% -37 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,472 shares; 2025Q3: not reported; 2025Q4: 12,810 shares; 2026Q1: 12,440 shares 12,440 $458K 0.03% -370 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,611 shares; 2025Q3: 11,611 shares; 2025Q4: 11,684 shares; 2026Q1: 11,611 shares 11,611 $452K 0.03% -73 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,752 shares; 2024Q4: 69,664 shares; 2025Q1: 89,747 shares; 2025Q2: 132,290 shares; 2025Q3: 13,845 shares; 2025Q4: 27,539 shares; 2026Q1: 13,845 shares 13,845 $447K 0.03% -13,694 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,310 shares; 2026Q1: 27,838 shares 27,838 $443K 0.03% +528 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,163 shares; 2025Q2: not reported; 2025Q3: 15,097 shares; 2025Q4: 24,332 shares; 2026Q1: 16,867 shares 16,867 $423K 0.03% -7,465 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $417K 0.03% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,818 shares 14,818 $406K 0.03% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,352 shares; 2025Q3: 19,397 shares; 2025Q4: 21,083 shares; 2026Q1: 21,602 shares 21,602 $401K 0.03% +519 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,567 shares; 2026Q1: 31,624 shares 31,624 $397K 0.03% -2,943 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,230 shares; 2026Q1: 16,445 shares 16,445 $388K 0.03% -5,785 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,644 shares; 2025Q3: 21,494 shares; 2025Q4: 20,189 shares; 2026Q1: 20,039 shares 20,039 $385K 0.03% -150 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,373 shares; 2026Q1: 14,033 shares 14,033 $382K 0.03% -1,340 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 13,826 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,903 shares; 2026Q1: 25,606 shares 25,606 $380K 0.03% -2,297 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,726 shares; 2025Q1: 13,926 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,945 shares; 2026Q1: 14,205 shares 14,205 $341K 0.02% +260 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,929 shares; 2026Q1: 27,038 shares 27,038 $319K 0.02% +109 Timeline KGEI KOLIBRI GLOBAL ENERGY INC More: the full row for KOLIBRI GLOBAL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,927 shares 58,927 $316K 0.02% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,452 shares; 2026Q1: 14,080 shares 14,080 $311K 0.02% -1,372 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,832 shares; 2026Q1: 18,082 shares 18,082 $295K 0.02% -6,750 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,070 shares; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $291K 0.02% 0 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,725 shares; 2025Q4: 24,576 shares; 2026Q1: 24,493 shares 24,493 $259K 0.02% -83 Timeline XEXGX 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,023 shares; 2026Q1: 27,182 shares 27,182 $258K 0.02% +159 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,595 shares; 2026Q1: 10,595 shares 10,595 $250K 0.02% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,030 shares; 2026Q1: 11,933 shares 11,933 $237K 0.02% -97 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,452 shares; 2026Q1: 14,457 shares 14,457 $232K 0.02% +5 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 10,610 shares 10,610 $227K 0.02% -100 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,647 shares; 2025Q3: not reported; 2025Q4: 17,809 shares; 2026Q1: 16,205 shares 16,205 $226K 0.02% -1,604 Timeline BKLN 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; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 14,379 shares; 2025Q1: 11,725 shares; 2025Q2: 19,145 shares; 2025Q3: not reported; 2025Q4: 10,445 shares; 2026Q1: 10,905 shares 10,905 $225K 0.02% +460 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,107 shares; 2026Q1: 27,930 shares 27,930 $223K 0.02% -177 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,300 shares; 2026Q1: 17,771 shares 17,771 $210K 0.01% -14,529 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572,659 shares; 2024Q4: 567,971 shares; 2025Q1: 613,049 shares; 2025Q2: 675,266 shares; 2025Q3: 108,545 shares; 2025Q4: 22,973 shares; 2026Q1: 11,854 shares 11,854 $205K 0.01% -11,119 Timeline