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: 9,307 shares; 2024Q4: 38,360 shares; 2025Q1: 49,235 shares; 2025Q2: 50,080 shares; 2025Q3: 52,104 shares; 2025Q4: 59,669 shares; 2026Q1: 63,166 shares 63,166 $20.3M 3.98% +3,497 Timeline JMOM 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: 121,776 shares; 2025Q1: 142,161 shares; 2025Q2: 120,209 shares; 2025Q3: 125,538 shares; 2025Q4: 132,981 shares; 2026Q1: 238,948 shares 238,948 $16.2M 3.19% +105,967 Timeline 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: 8,788 shares; 2024Q4: 46,615 shares; 2025Q1: 45,821 shares; 2025Q2: 46,461 shares; 2025Q3: 50,589 shares; 2025Q4: 53,226 shares; 2026Q1: 59,715 shares 59,715 $15.2M 2.98% +6,489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241,386 shares 241,386 $12.2M 2.4% new Timeline ITOT 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: 70,955 shares; 2024Q4: 79,714 shares; 2025Q1: 19,150 shares; 2025Q2: 77,806 shares; 2025Q3: 54,649 shares; 2025Q4: 88,506 shares; 2026Q1: 58,182 shares 58,182 $8.29M 1.63% -30,324 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: 23,365 shares; 2024Q4: 28,389 shares; 2025Q1: 8,704 shares; 2025Q2: 29,166 shares; 2025Q3: 22,504 shares; 2025Q4: 31,451 shares; 2026Q1: 18,320 shares 18,320 $8M 1.57% -13,131 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: 7,908 shares; 2024Q4: 17,897 shares; 2025Q1: 18,126 shares; 2025Q2: 18,299 shares; 2025Q3: 17,041 shares; 2025Q4: 18,082 shares; 2026Q1: 21,466 shares 21,466 $7.95M 1.56% +3,384 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,641 shares; 2025Q1: 158,324 shares; 2025Q2: 178,403 shares; 2025Q3: 185,864 shares; 2025Q4: 196,650 shares; 2026Q1: 215,570 shares 215,570 $7.75M 1.52% +18,920 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: 62,817 shares; 2024Q4: 72,949 shares; 2025Q1: 56,793 shares; 2025Q2: 56,835 shares; 2025Q3: 59,200 shares; 2025Q4: 59,513 shares; 2026Q1: 102,516 shares 102,516 $7.55M 1.48% +43,003 Timeline JVAL 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: not reported; 2026Q1: 154,038 shares 154,038 $7.53M 1.48% new Timeline JPSE 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: not reported; 2026Q1: 139,921 shares 139,921 $7.34M 1.44% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,638 shares 125,638 $6.76M 1.33% new 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: not reported; 2024Q4: 22,981 shares; 2025Q1: 22,980 shares; 2025Q2: 26,629 shares; 2025Q3: 28,143 shares; 2025Q4: 31,967 shares; 2026Q1: 38,488 shares 38,488 $6.71M 1.32% +6,521 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: 6,083 shares; 2024Q4: 26,146 shares; 2025Q1: 26,176 shares; 2025Q2: 25,937 shares; 2025Q3: 25,038 shares; 2025Q4: 27,734 shares; 2026Q1: 31,200 shares 31,200 $6.5M 1.28% +3,466 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,626 shares; 2025Q1: 36,626 shares; 2025Q2: 42,626 shares; 2025Q3: 42,540 shares; 2025Q4: 49,205 shares; 2026Q1: 152,916 shares 152,916 $6.44M 1.27% +103,711 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: 382 shares; 2024Q4: 4,999 shares; 2025Q1: 6,908 shares; 2025Q2: 7,083 shares; 2025Q3: 7,052 shares; 2025Q4: 8,062 shares; 2026Q1: 9,857 shares 9,857 $5.89M 1.16% +1,795 Timeline SCHY 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: 208,651 shares; 2024Q4: 227,689 shares; 2025Q1: 136,249 shares; 2025Q2: 192,015 shares; 2025Q3: 116,847 shares; 2025Q4: 190,278 shares; 2026Q1: 177,126 shares 177,126 $5.61M 1.1% -13,152 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,888 shares; 2025Q1: 185,387 shares; 2025Q2: 184,509 shares; 2025Q3: 188,669 shares; 2025Q4: 200,085 shares; 2026Q1: 291,105 shares 291,105 $5.53M 1.09% +91,020 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,394 shares; 2026Q1: 80,436 shares 80,436 $5.49M 1.08% +77,042 Timeline JIRE 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: not reported; 2026Q1: 72,284 shares 72,284 $5.47M 1.08% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,737 shares; 2024Q4: 117,189 shares; 2025Q1: 92,910 shares; 2025Q2: 105,980 shares; 2025Q3: 69,245 shares; 2025Q4: 111,163 shares; 2026Q1: 143,762 shares 143,762 $5.29M 1.04% +32,599 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: 4,799 shares; 2024Q4: 18,353 shares; 2025Q1: 18,988 shares; 2025Q2: 18,844 shares; 2025Q3: 19,036 shares; 2025Q4: 19,472 shares; 2026Q1: 18,314 shares 18,314 $5.27M 1.04% -1,158 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: 12,070 shares; 2024Q4: 18,882 shares; 2025Q1: 17,805 shares; 2025Q2: 17,221 shares; 2025Q3: 16,625 shares; 2025Q4: 16,798 shares; 2026Q1: 17,848 shares 17,848 $5.25M 1.03% +1,050 Timeline VV 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: 18,104 shares; 2025Q1: 17,768 shares; 2025Q2: 15,758 shares; 2025Q3: 16,188 shares; 2025Q4: 18,281 shares; 2026Q1: 17,385 shares 17,385 $5.2M 1.02% -896 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: 32,100 shares; 2025Q1: 14,964 shares; 2025Q2: 69,253 shares; 2025Q3: 72,364 shares; 2025Q4: 77,199 shares; 2026Q1: 77,808 shares 77,808 $4.99M 0.98% +609 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: 23,103 shares; 2024Q4: 35,251 shares; 2025Q1: 32,122 shares; 2025Q2: 30,755 shares; 2025Q3: 29,224 shares; 2025Q4: 29,517 shares; 2026Q1: 39,148 shares 39,148 $4.87M 0.96% +9,631 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: 47,624 shares; 2024Q4: 51,505 shares; 2025Q1: 50,633 shares; 2025Q2: 47,959 shares; 2025Q3: 30,883 shares; 2025Q4: 50,549 shares; 2026Q1: 24,774 shares 24,774 $4.86M 0.96% -25,775 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: 31,800 shares; 2024Q4: 34,719 shares; 2025Q1: 2,874 shares; 2025Q2: 2,465 shares; 2025Q3: 22,552 shares; 2025Q4: 35,461 shares; 2026Q1: 18,218 shares 18,218 $4.77M 0.94% -17,243 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: 5,405 shares; 2024Q4: 17,396 shares; 2025Q1: 18,171 shares; 2025Q2: 47,373 shares; 2025Q3: 20,950 shares; 2025Q4: 64,600 shares; 2026Q1: 59,012 shares 59,012 $4.55M 0.89% -5,588 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: 45,144 shares; 2024Q4: 47,005 shares; 2025Q1: 6,845 shares; 2025Q2: 50,164 shares; 2025Q3: 34,328 shares; 2025Q4: 52,225 shares; 2026Q1: 23,688 shares 23,688 $4.54M 0.89% -28,537 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 3,197 shares; 2025Q1: 2,724 shares; 2025Q2: 2,712 shares; 2025Q3: 2,727 shares; 2025Q4: 2,823 shares; 2026Q1: 4,885 shares 4,885 $4.49M 0.88% +2,062 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 143,656 shares; 2025Q4: 236,759 shares; 2026Q1: 112,692 shares 112,692 $4.45M 0.87% -124,067 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: not reported; 2024Q4: 7,949 shares; 2025Q1: 8,243 shares; 2025Q2: 8,636 shares; 2025Q3: 8,625 shares; 2025Q4: 8,618 shares; 2026Q1: 9,251 shares 9,251 $4.43M 0.87% +633 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: 12,220 shares; 2024Q4: 15,265 shares; 2025Q1: 14,663 shares; 2025Q2: 14,442 shares; 2025Q3: 9,445 shares; 2025Q4: 12,950 shares; 2026Q1: 13,800 shares 13,800 $4.27M 0.84% +850 Timeline JPEF 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: not reported; 2026Q1: 58,383 shares 58,383 $4.19M 0.82% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 18,353 shares; 2025Q1: 19,315 shares; 2025Q2: 5,592 shares; 2025Q3: 5,009 shares; 2025Q4: 4,541 shares; 2026Q1: 34,804 shares 34,804 $4.19M 0.82% +30,263 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: 72,376 shares; 2024Q4: 123,567 shares; 2025Q1: 138,177 shares; 2025Q2: 140,317 shares; 2025Q3: 145,359 shares; 2025Q4: 148,516 shares; 2026Q1: 90,515 shares 90,515 $4.13M 0.81% -58,001 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: 48,881 shares; 2024Q4: 71,266 shares; 2025Q1: 82,264 shares; 2025Q2: 113,174 shares; 2025Q3: 123,838 shares; 2025Q4: 156,841 shares; 2026Q1: 91,140 shares 91,140 $4.11M 0.81% -65,701 Timeline IJR 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: 16,020 shares; 2024Q4: 24,261 shares; 2025Q1: 27,039 shares; 2025Q2: 34,992 shares; 2025Q3: 38,141 shares; 2025Q4: 46,686 shares; 2026Q1: 31,446 shares 31,446 $3.91M 0.77% -15,240 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: 6,470 shares; 2024Q4: 10,492 shares; 2025Q1: 11,868 shares; 2025Q2: 13,031 shares; 2025Q3: 13,595 shares; 2025Q4: 17,300 shares; 2026Q1: 42,122 shares 42,122 $3.85M 0.76% +24,822 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: 242,407 shares; 2024Q4: 274,653 shares; 2025Q1: 270,503 shares; 2025Q2: 110,217 shares; 2025Q3: 114,987 shares; 2025Q4: 146,139 shares; 2026Q1: 112,981 shares 112,981 $3.84M 0.75% -33,158 Timeline MOAT 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: 83,897 shares; 2024Q4: 86,160 shares; 2025Q1: 92,662 shares; 2025Q2: 84,440 shares; 2025Q3: 52,603 shares; 2025Q4: 84,481 shares; 2026Q1: 37,964 shares 37,964 $3.67M 0.72% -46,517 Timeline BIZD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,871 shares; 2025Q3: 126,202 shares; 2025Q4: 144,911 shares; 2026Q1: 285,325 shares 285,325 $3.65M 0.72% +140,414 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,413 shares; 2025Q1: 70,947 shares; 2025Q2: 70,758 shares; 2025Q3: 75,139 shares; 2025Q4: 78,303 shares; 2026Q1: 68,858 shares 68,858 $3.61M 0.71% -9,445 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,195 shares; 2025Q1: 19,622 shares; 2025Q2: 19,343 shares; 2025Q3: 17,188 shares; 2025Q4: 17,041 shares; 2026Q1: 19,044 shares 19,044 $3.52M 0.69% +2,003 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: 1,975 shares; 2024Q4: 5,288 shares; 2025Q1: 4,871 shares; 2025Q2: 5,145 shares; 2025Q3: 5,178 shares; 2025Q4: 5,411 shares; 2026Q1: 5,830 shares 5,830 $3.34M 0.66% +419 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: 7,951 shares; 2024Q4: 10,739 shares; 2025Q1: 10,273 shares; 2025Q2: 10,009 shares; 2025Q3: 9,752 shares; 2025Q4: 9,790 shares; 2026Q1: 10,049 shares 10,049 $3.3M 0.65% +259 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: 4,034 shares; 2025Q1: 2,768 shares; 2025Q2: 9,999 shares; 2025Q3: 10,161 shares; 2025Q4: 10,203 shares; 2026Q1: 14,887 shares 14,887 $3.24M 0.64% +4,684 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: 8,287 shares; 2024Q4: 13,341 shares; 2025Q1: 13,969 shares; 2025Q2: 14,335 shares; 2025Q3: 13,100 shares; 2025Q4: 12,755 shares; 2026Q1: 12,734 shares 12,734 $3.11M 0.61% -21 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: 2,079 shares; 2024Q4: 14,015 shares; 2025Q1: 13,406 shares; 2025Q2: 13,320 shares; 2025Q3: 13,701 shares; 2025Q4: 14,014 shares; 2026Q1: 18,316 shares 18,316 $3.11M 0.61% +4,302 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: 3,979 shares; 2024Q4: 4,267 shares; 2025Q1: 4,238 shares; 2025Q2: 4,188 shares; 2025Q3: 4,082 shares; 2025Q4: 4,407 shares; 2026Q1: 4,726 shares 4,726 $3.09M 0.61% +319 Timeline AVDE 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: 6,248 shares; 2024Q4: 7,370 shares; 2025Q1: 5,699 shares; 2025Q2: 74,830 shares; 2025Q3: 48,722 shares; 2025Q4: 74,847 shares; 2026Q1: 35,896 shares 35,896 $3.05M 0.6% -38,951 Timeline MINT 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: 253,616 shares; 2025Q2: 46,651 shares; 2025Q3: 6,605 shares; 2025Q4: 9,233 shares; 2026Q1: 29,036 shares 29,036 $2.92M 0.57% +19,803 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,140 shares; 2024Q4: 176,988 shares; 2025Q1: 181,492 shares; 2025Q2: 176,931 shares; 2025Q3: 168,639 shares; 2025Q4: 164,131 shares; 2026Q1: 112,861 shares 112,861 $2.67M 0.53% -51,270 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: not reported; 2024Q4: 8,867 shares; 2025Q1: 8,684 shares; 2025Q2: 8,631 shares; 2025Q3: 8,707 shares; 2025Q4: 7,912 shares; 2026Q1: 8,880 shares 8,880 $2.55M 0.5% +968 Timeline LRGF 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: 12,730 shares; 2024Q4: 18,462 shares; 2025Q1: 21,341 shares; 2025Q2: 27,856 shares; 2025Q3: 31,090 shares; 2025Q4: 37,803 shares; 2026Q1: 38,374 shares 38,374 $2.53M 0.5% +571 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,929 shares; 2025Q1: 13,562 shares; 2025Q2: 17,951 shares; 2025Q3: 18,754 shares; 2025Q4: 20,322 shares; 2026Q1: 25,473 shares 25,473 $2.49M 0.49% +5,151 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: 10,598 shares; 2024Q4: 11,885 shares; 2025Q1: 10,084 shares; 2025Q2: 10,761 shares; 2025Q3: 2,022 shares; 2025Q4: 15,842 shares; 2026Q1: 16,513 shares 16,513 $2.42M 0.47% +671 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: 51,815 shares; 2024Q4: 103,630 shares; 2025Q1: 103,630 shares; 2025Q2: 103,630 shares; 2025Q3: not reported; 2025Q4: 103,630 shares; 2026Q1: 103,630 shares 103,630 $2.41M 0.47% 0 Timeline VLUE 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: 7,959 shares; 2024Q4: 13,315 shares; 2025Q1: 15,818 shares; 2025Q2: 23,187 shares; 2025Q3: 25,268 shares; 2025Q4: 31,306 shares; 2026Q1: 16,892 shares 16,892 $2.4M 0.47% -14,414 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: 10,510 shares; 2024Q4: 18,030 shares; 2025Q1: 19,721 shares; 2025Q2: 19,468 shares; 2025Q3: 21,769 shares; 2025Q4: 23,170 shares; 2026Q1: 23,062 shares 23,062 $2.36M 0.46% -108 Timeline JPHY 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: not reported; 2026Q1: 46,379 shares 46,379 $2.33M 0.46% new 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: 32,807 shares; 2024Q4: 40,010 shares; 2025Q1: 42,460 shares; 2025Q2: 43,074 shares; 2025Q3: 42,415 shares; 2025Q4: 44,471 shares; 2026Q1: 44,558 shares 44,558 $2.24M 0.44% +87 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: 13,816 shares; 2024Q4: 20,735 shares; 2025Q1: 22,984 shares; 2025Q2: 30,192 shares; 2025Q3: 31,320 shares; 2025Q4: 36,641 shares; 2026Q1: 31,611 shares 31,611 $2.2M 0.43% -5,030 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 10,444 shares; 2025Q1: 10,828 shares; 2025Q2: 10,628 shares; 2025Q3: 10,092 shares; 2025Q4: 9,966 shares; 2026Q1: 8,841 shares 8,841 $2.16M 0.42% -1,125 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: 17,387 shares; 2024Q4: 24,160 shares; 2025Q1: 26,121 shares; 2025Q2: 24,503 shares; 2025Q3: 24,283 shares; 2025Q4: 23,974 shares; 2026Q1: 23,155 shares 23,155 $2.15M 0.42% -819 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: 1,679 shares; 2025Q4: 1,819 shares; 2026Q1: 2,462 shares 2,462 $2.15M 0.42% +643 Timeline JPIB 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: not reported; 2026Q1: 44,769 shares 44,769 $2.14M 0.42% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,887 shares; 2026Q1: 18,303 shares 18,303 $2.06M 0.4% +416 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: 14,186 shares; 2024Q4: 21,630 shares; 2025Q1: 111,121 shares; 2025Q2: 68,723 shares; 2025Q3: 21,047 shares; 2025Q4: 22,901 shares; 2026Q1: 21,669 shares 21,669 $2.01M 0.4% -1,232 Timeline INTF 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: 18,186 shares; 2024Q4: 31,164 shares; 2025Q1: 36,082 shares; 2025Q2: 45,591 shares; 2025Q3: 48,929 shares; 2025Q4: 59,213 shares; 2026Q1: 51,460 shares 51,460 $2M 0.39% -7,753 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: 1,553 shares; 2024Q4: 8,337 shares; 2025Q1: 8,280 shares; 2025Q2: 8,003 shares; 2025Q3: 5,985 shares; 2025Q4: 6,349 shares; 2026Q1: 9,496 shares 9,496 $1.96M 0.39% +3,147 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: 11,699 shares; 2024Q4: 18,920 shares; 2025Q1: 19,695 shares; 2025Q2: 19,370 shares; 2025Q3: 19,418 shares; 2025Q4: 20,114 shares; 2026Q1: 20,624 shares 20,624 $1.87M 0.37% +510 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 7,924 shares; 2025Q1: 7,951 shares; 2025Q2: 7,414 shares; 2025Q3: 7,107 shares; 2025Q4: 6,881 shares; 2026Q1: 6,263 shares 6,263 $1.85M 0.36% -618 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 5,797 shares; 2025Q1: 6,005 shares; 2025Q2: 5,913 shares; 2025Q3: 5,654 shares; 2025Q4: 5,573 shares; 2026Q1: 5,165 shares 5,165 $1.85M 0.36% -408 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 4,712 shares; 2025Q1: 4,776 shares; 2025Q2: 4,670 shares; 2025Q3: 4,624 shares; 2025Q4: 4,600 shares; 2026Q1: 4,253 shares 4,253 $1.85M 0.36% -347 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,802 shares; 2025Q1: 6,178 shares; 2025Q2: 6,341 shares; 2025Q3: 6,840 shares; 2025Q4: 6,718 shares; 2026Q1: 5,687 shares 5,687 $1.81M 0.36% -1,031 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: not reported; 2024Q4: 4,262 shares; 2025Q1: 4,458 shares; 2025Q2: 4,785 shares; 2025Q3: 4,702 shares; 2025Q4: 4,547 shares; 2026Q1: 4,851 shares 4,851 $1.8M 0.35% +304 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,093 shares; 2024Q4: 17,723 shares; 2025Q1: 18,622 shares; 2025Q2: 18,171 shares; 2025Q3: 18,448 shares; 2025Q4: 15,618 shares; 2026Q1: 13,686 shares 13,686 $1.79M 0.35% -1,932 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,198 shares; 2025Q2: 1,199 shares; 2025Q3: 1,210 shares; 2025Q4: 1,262 shares; 2026Q1: 2,645 shares 2,645 $1.72M 0.34% +1,383 Timeline XLG 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: 31,100 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: not reported; 2025Q4: 31,134 shares; 2026Q1: 31,134 shares 31,134 $1.7M 0.33% 0 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: 15,911 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,918 shares; 2025Q4: 18,815 shares; 2026Q1: 16,951 shares 16,951 $1.68M 0.33% -1,864 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,383 shares; 2025Q1: 8,632 shares; 2025Q2: 6,859 shares; 2025Q3: 5,919 shares; 2025Q4: 6,660 shares; 2026Q1: 8,756 shares 8,756 $1.68M 0.33% +2,096 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 7,822 shares; 2025Q1: 8,038 shares; 2025Q2: 8,003 shares; 2025Q3: 7,743 shares; 2025Q4: 7,576 shares; 2026Q1: 6,919 shares 6,919 $1.68M 0.33% -657 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,606 shares; 2025Q2: 3,896 shares; 2025Q3: 3,880 shares; 2025Q4: 3,600 shares; 2026Q1: 3,099 shares 3,099 $1.67M 0.33% -501 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: 600 shares; 2024Q4: 1,350 shares; 2025Q1: 711 shares; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 1,332 shares; 2026Q1: 2,887 shares 2,887 $1.67M 0.33% +1,555 Timeline LFEQ 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: not reported; 2024Q4: 74,349 shares; 2025Q1: 30,392 shares; 2025Q2: 27,132 shares; 2025Q3: 28,700 shares; 2025Q4: 28,563 shares; 2026Q1: 31,855 shares 31,855 $1.65M 0.32% +3,292 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: 21,305 shares; 2025Q1: 21,360 shares; 2025Q2: 30,467 shares; 2025Q3: 38,073 shares; 2025Q4: 37,229 shares; 2026Q1: 62,985 shares 62,985 $1.65M 0.32% +25,756 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: not reported; 2026Q1: 25,395 shares 25,395 $1.62M 0.32% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,613 shares; 2025Q1: 5,818 shares; 2025Q2: 5,664 shares; 2025Q3: 5,424 shares; 2025Q4: 5,632 shares; 2026Q1: 4,858 shares 4,858 $1.58M 0.31% -774 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 8,714 shares; 2025Q1: 8,522 shares; 2025Q2: 7,820 shares; 2025Q3: 7,631 shares; 2025Q4: 7,581 shares; 2026Q1: 7,966 shares 7,966 $1.56M 0.31% +385 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: 7,662 shares; 2024Q4: 19,005 shares; 2025Q1: 23,761 shares; 2025Q2: 24,665 shares; 2025Q3: 25,523 shares; 2025Q4: 26,724 shares; 2026Q1: 33,060 shares 33,060 $1.55M 0.3% +6,336 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: 1,067 shares; 2025Q2: 1,234 shares; 2025Q3: 1,356 shares; 2025Q4: 1,434 shares; 2026Q1: 5,451 shares 5,451 $1.55M 0.3% +4,017 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 12,079 shares 12,079 $1.43M 0.28% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 4,858 shares; 2025Q1: 4,822 shares; 2025Q2: 4,800 shares; 2025Q3: 4,687 shares; 2025Q4: 4,500 shares; 2026Q1: 4,673 shares 4,673 $1.41M 0.28% +173 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 5,480 shares; 2025Q1: 5,672 shares; 2025Q2: 5,604 shares; 2025Q3: 5,350 shares; 2025Q4: 5,355 shares; 2026Q1: 4,829 shares 4,829 $1.4M 0.28% -526 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 7,234 shares; 2025Q3: 26,558 shares; 2025Q4: 46,017 shares; 2026Q1: 39,066 shares 39,066 $1.39M 0.27% -6,951 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: 22,273 shares; 2025Q1: 24,438 shares; 2025Q2: 24,590 shares; 2025Q3: 24,285 shares; 2025Q4: 24,579 shares; 2026Q1: 22,615 shares 22,615 $1.38M 0.27% -1,964 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: 101,174 shares; 2024Q4: 322,747 shares; 2025Q1: 323,327 shares; 2025Q2: 34,937 shares; 2025Q3: 38,781 shares; 2025Q4: 53,056 shares; 2026Q1: 45,054 shares 45,054 $1.38M 0.27% -8,002 Timeline QQQM 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 5,492 shares 5,492 $1.31M 0.26% +71 Timeline MTUM 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: 5,123 shares; 2024Q4: 5,239 shares; 2025Q1: 4,968 shares; 2025Q2: 4,751 shares; 2025Q3: 4,611 shares; 2025Q4: 4,938 shares; 2026Q1: 5,437 shares 5,437 $1.3M 0.26% +499 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 6,464 shares; 2025Q1: 6,785 shares; 2025Q2: 6,469 shares; 2025Q3: 6,433 shares; 2025Q4: 6,637 shares; 2026Q1: 6,208 shares 6,208 $1.29M 0.25% -429 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 10,413 shares; 2025Q1: 10,749 shares; 2025Q2: 10,125 shares; 2025Q3: 10,074 shares; 2025Q4: 10,029 shares; 2026Q1: 7,976 shares 7,976 $1.27M 0.25% -2,053 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,447 shares; 2024Q4: 16,582 shares; 2025Q1: 16,632 shares; 2025Q2: 16,859 shares; 2025Q3: 16,929 shares; 2025Q4: 17,048 shares; 2026Q1: 35,315 shares 35,315 $1.25M 0.25% +18,267 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 43,589 shares 43,589 $1.25M 0.25% new 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: 11,508 shares; 2025Q1: 11,316 shares; 2025Q2: 11,527 shares; 2025Q3: 11,525 shares; 2025Q4: 10,590 shares; 2026Q1: 12,760 shares 12,760 $1.23M 0.24% +2,170 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: 30,756 shares; 2024Q4: 41,539 shares; 2025Q1: 44,089 shares; 2025Q2: 42,705 shares; 2025Q3: 42,499 shares; 2025Q4: 43,836 shares; 2026Q1: 42,482 shares 42,482 $1.22M 0.24% -1,354 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: 1,811 shares; 2024Q4: 4,465 shares; 2025Q1: 4,814 shares; 2025Q2: 5,374 shares; 2025Q3: 5,894 shares; 2025Q4: 6,418 shares; 2026Q1: 4,437 shares 4,437 $1.2M 0.24% -1,981 Timeline VONG 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: 2,285 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares; 2025Q4: 2,983 shares; 2026Q1: 10,916 shares 10,916 $1.2M 0.24% +7,933 Timeline BOXX 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: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,250 shares; 2025Q3: 10,224 shares; 2025Q4: 11,543 shares; 2026Q1: 10,193 shares 10,193 $1.19M 0.23% -1,350 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 6,582 shares; 2025Q1: 7,792 shares; 2025Q2: 7,896 shares; 2025Q3: 7,831 shares; 2025Q4: 6,969 shares; 2026Q1: 5,769 shares 5,769 $1.17M 0.23% -1,200 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: 15,200 shares; 2024Q4: 15,991 shares; 2025Q1: 15,732 shares; 2025Q2: 15,275 shares; 2025Q3: 15,433 shares; 2025Q4: 18,510 shares; 2026Q1: 17,240 shares 17,240 $1.16M 0.23% -1,270 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 5,943 shares; 2025Q1: 6,676 shares; 2025Q2: 6,423 shares; 2025Q3: 6,482 shares; 2025Q4: 6,064 shares; 2026Q1: 5,814 shares 5,814 $1.15M 0.23% -250 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: 52,630 shares; 2024Q4: 55,602 shares; 2025Q1: 56,327 shares; 2025Q2: 56,100 shares; 2025Q3: 54,965 shares; 2025Q4: 54,585 shares; 2026Q1: 33,518 shares 33,518 $1.13M 0.22% -21,067 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,491 shares; 2025Q1: 2,401 shares; 2025Q2: 2,546 shares; 2025Q3: 2,475 shares; 2025Q4: 3,167 shares; 2026Q1: 3,317 shares 3,317 $1.12M 0.22% +150 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: 4,380 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: not reported; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares 4,515 $1.12M 0.22% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,771 shares; 2025Q4: 1,889 shares; 2026Q1: 3,300 shares 3,300 $1.11M 0.22% +1,411 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,949 shares; 2026Q1: 11,916 shares 11,916 $1.11M 0.22% +967 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,976 shares 17,976 $1.1M 0.22% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 939 shares; 2025Q1: 889 shares; 2025Q2: 949 shares; 2025Q3: 1,067 shares; 2025Q4: 1,385 shares; 2026Q1: 1,535 shares 1,535 $1.09M 0.21% +150 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: 959 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 1,911 shares 1,911 $1.08M 0.21% +1,017 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: 3,764 shares; 2025Q1: 3,568 shares; 2025Q2: 4,089 shares; 2025Q3: 4,036 shares; 2025Q4: 12,646 shares; 2026Q1: 13,521 shares 13,521 $1.08M 0.21% +875 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: 7,250 shares; 2025Q1: 7,121 shares; 2025Q2: 7,106 shares; 2025Q3: 6,904 shares; 2025Q4: 7,206 shares; 2026Q1: 6,892 shares 6,892 $1.07M 0.21% -314 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 2,938 shares; 2025Q4: 3,383 shares; 2026Q1: 9,490 shares 9,490 $1.06M 0.21% +6,107 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 12,592 shares; 2025Q1: 14,941 shares; 2025Q2: 15,190 shares; 2025Q3: 16,184 shares; 2025Q4: 16,928 shares; 2026Q1: 21,356 shares 21,356 $1.06M 0.21% +4,428 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: 29,107 shares; 2024Q4: 27,302 shares; 2025Q1: 27,370 shares; 2025Q2: 27,452 shares; 2025Q3: 27,177 shares; 2025Q4: 26,774 shares; 2026Q1: 26,842 shares 26,842 $1.04M 0.21% +68 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: 9,921 shares; 2024Q4: 13,552 shares; 2025Q1: 13,168 shares; 2025Q2: 11,968 shares; 2025Q3: 3,171 shares; 2025Q4: 11,795 shares; 2026Q1: 11,818 shares 11,818 $1.04M 0.2% +23 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 6,590 shares; 2025Q1: 6,555 shares; 2025Q2: 6,527 shares; 2025Q3: not reported; 2025Q4: 6,538 shares; 2026Q1: 6,463 shares 6,463 $1.04M 0.2% -75 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: 2,210 shares; 2025Q1: 2,285 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 3,957 shares; 2026Q1: 4,811 shares 4,811 $1.03M 0.2% +854 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: 7,670 shares; 2024Q4: 8,038 shares; 2025Q1: 7,526 shares; 2025Q2: 7,387 shares; 2025Q3: 7,112 shares; 2025Q4: 7,629 shares; 2026Q1: 6,653 shares 6,653 $1.03M 0.2% -976 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,092 shares 22,092 $1.02M 0.2% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,146 shares; 2025Q1: 18,435 shares; 2025Q2: 18,465 shares; 2025Q3: 26,669 shares; 2025Q4: 26,869 shares; 2026Q1: 27,985 shares 27,985 $1.01M 0.2% +1,116 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,989 shares; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 41,660 shares; 2025Q3: 31,216 shares; 2025Q4: 33,349 shares; 2026Q1: 66,522 shares 66,522 $998K 0.2% +33,173 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: 13,952 shares; 2025Q1: 13,907 shares; 2025Q2: 14,908 shares; 2025Q3: 15,210 shares; 2025Q4: 14,221 shares; 2026Q1: 15,029 shares 15,029 $992K 0.19% +808 Timeline GDX 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: not reported; 2024Q4: 8,032 shares; 2025Q1: 7,832 shares; 2025Q2: 7,824 shares; 2025Q3: 7,824 shares; 2025Q4: 11,573 shares; 2026Q1: 10,422 shares 10,422 $956K 0.19% -1,151 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,458 shares; 2024Q4: 15,106 shares; 2025Q1: 16,306 shares; 2025Q2: 15,877 shares; 2025Q3: 15,854 shares; 2025Q4: 16,195 shares; 2026Q1: 14,789 shares 14,789 $949K 0.19% -1,406 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: not reported; 2024Q4: 25,173 shares; 2025Q1: 23,619 shares; 2025Q2: 25,729 shares; 2025Q3: 25,157 shares; 2025Q4: 25,600 shares; 2026Q1: 32,711 shares 32,711 $948K 0.19% +7,111 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares 2,750 $940K 0.18% new 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: 5,354 shares; 2024Q4: 3,848 shares; 2025Q1: 1,848 shares; 2025Q2: 2,159 shares; 2025Q3: not reported; 2025Q4: 4,723 shares; 2026Q1: 7,004 shares 7,004 $931K 0.18% +2,281 Timeline FESM 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: 6,683 shares; 2025Q4: 7,412 shares; 2026Q1: 24,186 shares 24,186 $919K 0.18% +16,774 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,797 shares; 2025Q1: 2,980 shares; 2025Q2: 2,564 shares; 2025Q3: 2,660 shares; 2025Q4: 2,536 shares; 2026Q1: 2,191 shares 2,191 $913K 0.18% -345 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: 80,254 shares; 2024Q4: 121,773 shares; 2025Q1: 125,964 shares; 2025Q2: 115,595 shares; 2025Q3: 113,925 shares; 2025Q4: 117,093 shares; 2026Q1: 50,366 shares 50,366 $908K 0.18% -66,727 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,975 shares; 2025Q1: 4,501 shares; 2025Q2: 4,505 shares; 2025Q3: 4,968 shares; 2025Q4: 5,209 shares; 2026Q1: 4,448 shares 4,448 $906K 0.18% -761 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 17,175 shares; 2025Q1: 19,249 shares; 2025Q2: 19,460 shares; 2025Q3: 18,712 shares; 2025Q4: 18,668 shares; 2026Q1: 19,232 shares 19,232 $902K 0.18% +564 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: 17,867 shares; 2025Q1: 21,718 shares; 2025Q2: 23,718 shares; 2025Q3: 23,502 shares; 2025Q4: 24,853 shares; 2026Q1: 20,478 shares 20,478 $871K 0.17% -4,375 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $856K 0.17% new Timeline IWD 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: 3,655 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,702 shares; 2025Q4: 4,017 shares; 2026Q1: 3,998 shares 3,998 $854K 0.17% -19 Timeline IWF 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: 1,847 shares; 2025Q1: 1,890 shares; 2025Q2: 1,874 shares; 2025Q3: 1,892 shares; 2025Q4: 2,007 shares; 2026Q1: 2,002 shares 2,002 $854K 0.17% -5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 7,721 shares; 2025Q3: 7,192 shares; 2025Q4: 7,077 shares; 2026Q1: 6,716 shares 6,716 $849K 0.17% -361 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,476 shares; 2025Q1: 3,393 shares; 2025Q2: 3,693 shares; 2025Q3: 3,692 shares; 2025Q4: 3,723 shares; 2026Q1: 3,882 shares 3,882 $843K 0.17% +159 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: 694 shares; 2025Q1: 674 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 7,865 shares; 2026Q1: 8,611 shares 8,611 $828K 0.16% +746 Timeline BBLU 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: 40,213 shares; 2025Q1: 54,713 shares; 2025Q2: 56,036 shares; 2025Q3: 60,251 shares; 2025Q4: 63,372 shares; 2026Q1: 53,934 shares 53,934 $796K 0.16% -9,438 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 3,892 shares; 2025Q1: 4,202 shares; 2025Q2: 4,025 shares; 2025Q3: 3,903 shares; 2025Q4: 4,000 shares; 2026Q1: 4,009 shares 4,009 $789K 0.16% +9 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,505 shares; 2025Q2: 1,615 shares; 2025Q3: 1,644 shares; 2025Q4: 1,576 shares; 2026Q1: 2,840 shares 2,840 $789K 0.16% +1,264 Timeline SPAB 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: 65,726 shares; 2025Q2: 82,658 shares; 2025Q3: 96,972 shares; 2025Q4: 128,435 shares; 2026Q1: 30,796 shares 30,796 $789K 0.16% -97,639 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 10,421 shares; 2025Q1: 11,821 shares; 2025Q2: 11,215 shares; 2025Q3: 11,439 shares; 2025Q4: 10,831 shares; 2026Q1: 9,845 shares 9,845 $788K 0.15% -986 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: 4,593 shares; 2025Q1: 4,540 shares; 2025Q2: 4,584 shares; 2025Q3: 4,818 shares; 2025Q4: 5,361 shares; 2026Q1: 5,339 shares 5,339 $785K 0.15% -22 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: 3,745 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 3,298 shares; 2025Q4: 3,419 shares; 2026Q1: 5,544 shares 5,544 $767K 0.15% +2,125 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,004 shares; 2024Q4: 13,349 shares; 2025Q1: 13,416 shares; 2025Q2: 13,514 shares; 2025Q3: not reported; 2025Q4: 9,406 shares; 2026Q1: 11,473 shares 11,473 $763K 0.15% +2,067 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 541 shares; 2025Q2: 536 shares; 2025Q3: 546 shares; 2025Q4: 656 shares; 2026Q1: 765 shares 765 $762K 0.15% +109 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: 2,059 shares; 2024Q4: 2,158 shares; 2025Q1: 1,608 shares; 2025Q2: 1,611 shares; 2025Q3: 1,355 shares; 2025Q4: 2,700 shares; 2026Q1: 5,269 shares 5,269 $761K 0.15% +2,569 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: 2,406 shares; 2024Q4: 3,955 shares; 2025Q1: 4,085 shares; 2025Q2: 3,939 shares; 2025Q3: 3,990 shares; 2025Q4: 3,657 shares; 2026Q1: 4,044 shares 4,044 $755K 0.15% +387 Timeline L LOEWS CORP More: the full row for LOEWS 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: 7,000 shares 7,000 $747K 0.15% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 902 shares; 2025Q2: 1,017 shares; 2025Q3: 1,024 shares; 2025Q4: 994 shares; 2026Q1: 1,883 shares 1,883 $747K 0.15% +889 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,417 shares 6,417 $744K 0.15% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,060 shares; 2026Q1: 18,823 shares 18,823 $742K 0.15% +1,763 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: 1,368 shares; 2024Q4: 1,441 shares; 2025Q1: 1,413 shares; 2025Q2: 1,423 shares; 2025Q3: 1,407 shares; 2025Q4: 1,708 shares; 2026Q1: 3,256 shares 3,256 $736K 0.14% +1,548 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: 2,218 shares; 2024Q4: 2,781 shares; 2025Q1: 2,702 shares; 2025Q2: 2,670 shares; 2025Q3: 1,588 shares; 2025Q4: 2,905 shares; 2026Q1: 3,033 shares 3,033 $735K 0.14% +128 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,868 shares; 2025Q4: 3,972 shares; 2026Q1: 3,853 shares 3,853 $731K 0.14% -119 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,171 shares; 2024Q4: 109,426 shares; 2025Q1: 124,969 shares; 2025Q2: 133,827 shares; 2025Q3: 136,672 shares; 2025Q4: 154,921 shares; 2026Q1: 65,690 shares 65,690 $727K 0.14% -89,231 Timeline AOA 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: 2,578 shares; 2025Q4: 5,769 shares; 2026Q1: 8,206 shares 8,206 $726K 0.14% +2,437 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 3,203 shares; 2025Q1: 3,581 shares; 2025Q2: 3,547 shares; 2025Q3: 3,588 shares; 2025Q4: 3,492 shares; 2026Q1: 3,253 shares 3,253 $719K 0.14% -239 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,288 shares; 2025Q1: 31,969 shares; 2025Q2: 33,487 shares; 2025Q3: 34,350 shares; 2025Q4: 50,597 shares; 2026Q1: 36,834 shares 36,834 $711K 0.14% -13,763 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,938 shares; 2025Q1: 2,045 shares; 2025Q2: 2,006 shares; 2025Q3: 1,990 shares; 2025Q4: 1,902 shares; 2026Q1: 1,665 shares 1,665 $708K 0.14% -237 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: 10,273 shares; 2025Q1: 9,728 shares; 2025Q2: 9,780 shares; 2025Q3: 7,996 shares; 2025Q4: 8,416 shares; 2026Q1: 9,290 shares 9,290 $707K 0.14% +874 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: not reported; 2024Q4: 14,416 shares; 2025Q1: 14,383 shares; 2025Q2: 14,414 shares; 2025Q3: 14,421 shares; 2025Q4: 14,513 shares; 2026Q1: 14,305 shares 14,305 $697K 0.14% -208 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 11,347 shares; 2025Q1: 12,733 shares; 2025Q2: 12,054 shares; 2025Q3: 12,142 shares; 2025Q4: 10,256 shares; 2026Q1: 10,741 shares 10,741 $675K 0.13% +485 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 3,331 shares; 2025Q1: 3,891 shares; 2025Q2: 4,216 shares; 2025Q3: 4,343 shares; 2025Q4: 4,223 shares; 2026Q1: 3,803 shares 3,803 $649K 0.13% -420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,425 shares 11,425 $634K 0.12% new 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: 9,944 shares; 2024Q4: 9,886 shares; 2025Q1: 9,916 shares; 2025Q2: 9,961 shares; 2025Q3: 10,008 shares; 2025Q4: 10,048 shares; 2026Q1: 10,082 shares 10,082 $630K 0.12% +34 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,022 shares; 2025Q1: 12,875 shares; 2025Q2: 9,397 shares; 2025Q3: 8,948 shares; 2025Q4: 9,357 shares; 2026Q1: 10,054 shares 10,054 $629K 0.12% +697 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $628K 0.12% 0 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: 5,739 shares; 2025Q1: 5,870 shares; 2025Q2: 5,573 shares; 2025Q3: 5,320 shares; 2025Q4: 5,263 shares; 2026Q1: 4,709 shares 4,709 $622K 0.12% -554 Timeline COPX 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: 8,009 shares; 2024Q4: 8,134 shares; 2025Q1: 8,616 shares; 2025Q2: 8,477 shares; 2025Q3: 8,916 shares; 2025Q4: 8,916 shares; 2026Q1: 8,109 shares 8,109 $619K 0.12% -807 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: 2,923 shares; 2025Q1: 3,030 shares; 2025Q2: 3,111 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares; 2026Q1: 5,909 shares 5,909 $607K 0.12% +2,781 Timeline IBB 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: 3,247 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: not reported; 2025Q4: 3,588 shares; 2026Q1: 3,588 shares 3,588 $606K 0.12% 0 Timeline KR KROGER CO More: the full row for KROGER 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: not reported; 2026Q1: 8,211 shares 8,211 $594K 0.12% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,125 shares 2,125 $593K 0.12% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,012 shares; 2025Q1: 4,472 shares; 2025Q2: 4,455 shares; 2025Q3: not reported; 2025Q4: 4,766 shares; 2026Q1: 4,751 shares 4,751 $583K 0.11% -15 Timeline SMH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,388 shares; 2026Q1: 1,520 shares 1,520 $583K 0.11% +132 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: not reported; 2025Q3: 11,409 shares; 2025Q4: 21,069 shares; 2026Q1: 22,228 shares 22,228 $582K 0.11% +1,159 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 503 shares; 2025Q3: 559 shares; 2025Q4: 634 shares; 2026Q1: 668 shares 668 $565K 0.11% +34 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: not reported; 2024Q4: 6,610 shares; 2025Q1: 6,025 shares; 2025Q2: 4,753 shares; 2025Q3: 4,344 shares; 2025Q4: 5,050 shares; 2026Q1: 7,262 shares 7,262 $563K 0.11% +2,212 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: 9,051 shares; 2025Q1: 9,051 shares; 2025Q2: 9,051 shares; 2025Q3: not reported; 2025Q4: 13,610 shares; 2026Q1: 14,430 shares 14,430 $546K 0.11% +820 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,390 shares; 2026Q1: 7,574 shares 7,574 $545K 0.11% +4,184 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares 2,501 $534K 0.11% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,193 shares; 2026Q1: 15,683 shares 15,683 $534K 0.1% +490 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,801 shares; 2025Q1: 2,795 shares; 2025Q2: 2,799 shares; 2025Q3: not reported; 2025Q4: 2,828 shares; 2026Q1: 2,828 shares 2,828 $528K 0.1% 0 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,160 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 77,405 shares; 2026Q1: 77,405 shares 77,405 $524K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,820 shares; 2025Q4: 6,820 shares; 2026Q1: 7,675 shares 7,675 $523K 0.1% +855 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: 1,922 shares; 2025Q1: not reported; 2025Q2: 1,903 shares; 2025Q3: 3,019 shares; 2025Q4: 4,220 shares; 2026Q1: 4,288 shares 4,288 $512K 0.1% +68 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,237 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,229 shares; 2025Q4: 3,292 shares; 2026Q1: 3,286 shares 3,286 $511K 0.1% -6 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 15,796 shares; 2025Q1: 17,339 shares; 2025Q2: 16,670 shares; 2025Q3: 19,171 shares; 2025Q4: 19,330 shares; 2026Q1: 15,853 shares 15,853 $507K 0.1% -3,477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,664 shares; 2025Q3: 9,919 shares; 2025Q4: 8,760 shares; 2026Q1: 13,158 shares 13,158 $506K 0.1% +4,398 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,082 shares; 2025Q4: 9,780 shares; 2026Q1: 10,579 shares 10,579 $498K 0.1% +799 Timeline BBUS 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: not reported; 2026Q1: 4,242 shares 4,242 $497K 0.1% new Timeline EEMV 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: 5,273 shares; 2025Q1: 6,137 shares; 2025Q2: 6,963 shares; 2025Q3: 7,601 shares; 2025Q4: 9,485 shares; 2026Q1: 7,540 shares 7,540 $488K 0.1% -1,945 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 504 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 494 shares; 2026Q1: 518 shares 518 $464K 0.09% +24 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,257 shares; 2025Q1: 3,034 shares; 2025Q2: 3,067 shares; 2025Q3: 3,096 shares; 2025Q4: 3,286 shares; 2026Q1: 3,320 shares 3,320 $463K 0.09% +34 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: not reported; 2025Q3: 4,135 shares; 2025Q4: 4,292 shares; 2026Q1: 6,029 shares 6,029 $461K 0.09% +1,737 Timeline FXI 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: 14,742 shares; 2026Q1: 12,767 shares 12,767 $458K 0.09% -1,975 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: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 791 shares; 2026Q1: 642 shares 642 $448K 0.09% -149 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 8,209 shares; 2025Q1: 8,409 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares; 2025Q4: 8,284 shares; 2026Q1: 8,297 shares 8,297 $438K 0.09% +13 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: 8,446 shares; 2024Q4: 20,421 shares; 2025Q1: 10,769 shares; 2025Q2: 11,017 shares; 2025Q3: 10,283 shares; 2025Q4: 12,712 shares; 2026Q1: 15,560 shares 15,560 $437K 0.09% +2,848 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: 2,735 shares; 2025Q1: 2,656 shares; 2025Q2: 1,845 shares; 2025Q3: 1,906 shares; 2025Q4: 1,925 shares; 2026Q1: 2,258 shares 2,258 $436K 0.09% +333 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: 2,552 shares; 2025Q1: 2,517 shares; 2025Q2: 3,071 shares; 2025Q3: 2,889 shares; 2025Q4: 3,138 shares; 2026Q1: 3,313 shares 3,313 $434K 0.09% +175 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: 4,345 shares; 2026Q1: 4,385 shares 4,385 $426K 0.08% +40 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: 18,074 shares; 2025Q1: 18,728 shares; 2025Q2: 18,728 shares; 2025Q3: 18,728 shares; 2025Q4: 18,539 shares; 2026Q1: 18,538 shares 18,538 $425K 0.08% -1 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: 5,298 shares; 2025Q1: 5,022 shares; 2025Q2: 5,032 shares; 2025Q3: 4,729 shares; 2025Q4: 4,697 shares; 2026Q1: 4,399 shares 4,399 $424K 0.08% -298 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,232 shares; 2025Q1: 2,230 shares; 2025Q2: 1,880 shares; 2025Q3: 1,805 shares; 2025Q4: 2,006 shares; 2026Q1: 2,062 shares 2,062 $410K 0.08% +56 Timeline SIL 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: 4,701 shares; 2025Q3: 4,706 shares; 2025Q4: 6,606 shares; 2026Q1: 4,418 shares 4,418 $398K 0.08% -2,188 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,738 shares; 2025Q2: 10,738 shares; 2025Q3: 10,927 shares; 2025Q4: 11,130 shares; 2026Q1: 11,557 shares 11,557 $398K 0.08% +427 Timeline PFF 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: 13,453 shares; 2025Q1: 14,322 shares; 2025Q2: 13,549 shares; 2025Q3: 13,053 shares; 2025Q4: 13,030 shares; 2026Q1: 13,082 shares 13,082 $397K 0.08% +52 Timeline VIGI 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: 64,862 shares; 2024Q4: 66,616 shares; 2025Q1: 64,005 shares; 2025Q2: 35,517 shares; 2025Q3: 35,100 shares; 2025Q4: 34,869 shares; 2026Q1: 4,481 shares 4,481 $396K 0.08% -30,388 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,629 shares; 2025Q1: 42,629 shares; 2025Q2: 43,435 shares; 2025Q3: 41,814 shares; 2025Q4: 35,945 shares; 2026Q1: 29,289 shares 29,289 $395K 0.08% -6,656 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,055 shares; 2025Q1: 11,865 shares; 2025Q2: 11,868 shares; 2025Q3: 11,867 shares; 2025Q4: 12,117 shares; 2026Q1: 12,115 shares 12,115 $394K 0.08% -2 Timeline TFLO 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: 18,666 shares; 2024Q4: 142,071 shares; 2025Q1: 206,710 shares; 2025Q2: 148,473 shares; 2025Q3: 150,074 shares; 2025Q4: 157,320 shares; 2026Q1: 7,784 shares 7,784 $394K 0.08% -149,536 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,099 shares; 2024Q4: 18,469 shares; 2025Q1: 18,414 shares; 2025Q2: 9,386 shares; 2025Q3: not reported; 2025Q4: 8,898 shares; 2026Q1: 8,860 shares 8,860 $387K 0.08% -38 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,693 shares; 2025Q1: 1,629 shares; 2025Q2: 1,579 shares; 2025Q3: 1,554 shares; 2025Q4: 1,655 shares; 2026Q1: 1,636 shares 1,636 $387K 0.08% -19 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,056 shares; 2025Q1: 2,000 shares; 2025Q2: 1,875 shares; 2025Q3: 1,633 shares; 2025Q4: 1,670 shares; 2026Q1: 1,629 shares 1,629 $378K 0.07% -41 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: 4,455 shares; 2025Q3: 4,398 shares; 2025Q4: 5,690 shares; 2026Q1: 6,870 shares 6,870 $372K 0.07% +1,180 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,600 shares; 2026Q1: 41,370 shares 41,370 $372K 0.07% +2,770 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 7,059 shares 7,059 $372K 0.07% new Timeline URA 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: 8,255 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares; 2026Q1: 7,275 shares 7,275 $352K 0.07% -555 Timeline QTOP 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: 9,566 shares; 2025Q3: 9,566 shares; 2025Q4: 11,738 shares; 2026Q1: 11,738 shares 11,738 $351K 0.07% 0 Timeline IDEV 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: 4,109 shares; 2025Q1: 4,372 shares; 2025Q2: 4,239 shares; 2025Q3: 4,658 shares; 2025Q4: 5,782 shares; 2026Q1: 4,200 shares 4,200 $351K 0.07% -1,582 Timeline XLV 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: 1,882 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,647 shares; 2025Q3: 2,517 shares; 2025Q4: 2,746 shares; 2026Q1: 2,367 shares 2,367 $347K 0.07% -379 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,789 shares; 2025Q2: 2,799 shares; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,900 shares 2,900 $344K 0.07% +60 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 504 shares 504 $343K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $338K 0.07% new Timeline MBB 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: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,558 shares; 2025Q4: 3,843 shares; 2026Q1: 3,501 shares 3,501 $332K 0.07% -342 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 12,966 shares; 2025Q3: 12,966 shares; 2025Q4: 12,966 shares; 2026Q1: 12,966 shares 12,966 $330K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,952 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: not reported; 2025Q4: 1,912 shares; 2026Q1: 1,929 shares 1,929 $326K 0.06% +17 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,273 shares; 2024Q4: 13,273 shares; 2025Q1: 13,273 shares; 2025Q2: 13,273 shares; 2025Q3: 13,273 shares; 2025Q4: 18,273 shares; 2026Q1: 18,273 shares 18,273 $313K 0.06% 0 Timeline VCIT 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: 3,361 shares; 2025Q1: 3,402 shares; 2025Q2: 2,841 shares; 2025Q3: 5,128 shares; 2025Q4: 5,246 shares; 2026Q1: 3,707 shares 3,707 $307K 0.06% -1,539 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010 $306K 0.06% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 1,992 shares; 2025Q2: 1,890 shares; 2025Q3: 1,816 shares; 2025Q4: 1,835 shares; 2026Q1: 1,513 shares 1,513 $300K 0.06% -322 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: 825 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 676 shares; 2025Q4: 690 shares; 2026Q1: 947 shares 947 $294K 0.06% +257 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 430 shares; 2026Q1: 337 shares 337 $292K 0.06% -93 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,620 shares; 2026Q1: 1,525 shares 1,525 $291K 0.06% -95 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: 5,121 shares; 2024Q4: 6,439 shares; 2025Q1: 5,972 shares; 2025Q2: 6,119 shares; 2025Q3: 5,436 shares; 2025Q4: 14,424 shares; 2026Q1: 4,656 shares 4,656 $285K 0.06% -9,768 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,473 shares; 2025Q2: 2,483 shares; 2025Q3: 2,432 shares; 2025Q4: 2,474 shares; 2026Q1: 2,386 shares 2,386 $262K 0.05% -88 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 1,869 shares; 2025Q1: 1,953 shares; 2025Q2: 1,861 shares; 2025Q3: 1,801 shares; 2025Q4: 1,804 shares; 2026Q1: 1,661 shares 1,661 $261K 0.05% -143 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: 3,974 shares; 2025Q1: 3,977 shares; 2025Q2: 4,491 shares; 2025Q3: not reported; 2025Q4: 5,405 shares; 2026Q1: 4,300 shares 4,300 $261K 0.05% -1,105 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 8,350 shares 8,350 $255K 0.05% new Timeline ISTB 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: 5,786 shares; 2024Q4: 7,210 shares; 2025Q1: 8,085 shares; 2025Q2: 7,122 shares; 2025Q3: 8,045 shares; 2025Q4: 10,912 shares; 2026Q1: 5,231 shares 5,231 $253K 0.05% -5,681 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: not reported; 2026Q1: 1,487 shares 1,487 $246K 0.05% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,488 shares; 2025Q1: 8,432 shares; 2025Q2: 8,494 shares; 2025Q3: 8,508 shares; 2025Q4: 8,220 shares; 2026Q1: 7,219 shares 7,219 $242K 0.05% -1,001 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,820 shares; 2024Q4: 37,312 shares; 2025Q1: 41,203 shares; 2025Q2: 48,891 shares; 2025Q3: 23,614 shares; 2025Q4: 27,088 shares; 2026Q1: 18,621 shares 18,621 $236K 0.05% -8,467 Timeline GPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,950 shares 10,950 $235K 0.05% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares 1,887 $230K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 365 shares 365 $225K 0.04% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,650 shares 1,650 $223K 0.04% -5 Timeline IEI 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: 1,873 shares 1,873 $222K 0.04% new Timeline RJMI CARILLON SER TR More: the full row for CARILLON SER 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: 8,748 shares 8,748 $221K 0.04% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 66 shares; 2026Q1: 64 shares 64 $216K 0.04% -2 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,330 shares 5,330 $214K 0.04% 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: not reported; 2026Q1: 2,187 shares 2,187 $214K 0.04% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: not reported; 2026Q1: 2,729 shares 2,729 $211K 0.04% new Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,045 shares 5,045 $205K 0.04% new Timeline XLI 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: not reported; 2026Q1: 1,263 shares 1,263 $204K 0.04% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $203K 0.04% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,446 shares; 2025Q1: 10,446 shares; 2025Q2: 10,446 shares; 2025Q3: 10,446 shares; 2025Q4: 15,310 shares; 2026Q1: 15,310 shares 15,310 $189K 0.04% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,639 shares; 2024Q4: 124,237 shares; 2025Q1: 122,882 shares; 2025Q2: 131,135 shares; 2025Q3: 75,858 shares; 2025Q4: 64,865 shares; 2026Q1: 37,946 shares 37,946 $175K 0.03% -26,919 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: 20,986 shares; 2024Q4: 31,341 shares; 2025Q1: 32,242 shares; 2025Q2: 35,324 shares; 2025Q3: 19,552 shares; 2025Q4: 22,336 shares; 2026Q1: 15,334 shares 15,334 $156K 0.03% -7,002 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $151K 0.03% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,069 shares; 2025Q1: 35,325 shares; 2025Q2: 35,325 shares; 2025Q3: 36,395 shares; 2025Q4: 36,531 shares; 2026Q1: 36,531 shares 36,531 $141K 0.03% 0 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE 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: 12,850 shares; 2026Q1: 24,100 shares 24,100 $70.9K 0.01% +11,250 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $67.6K 0.01% 0 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN 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: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $53.2K 0.01% new Timeline PAAI PARADIUMAI INC More: the full row for PARADIUMAI 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: 22,000 shares; 2026Q1: 22,000 shares 22,000 $47.7K 0.01% 0 Timeline