IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,948 shares; 2024Q4: 365,639 shares; 2025Q1: 354,721 shares; 2025Q2: 362,926 shares; 2025Q3: 469,011 shares; 2025Q4: 502,104 shares; 2026Q1: 548,029 shares; 2026Q2: 554,879 shares 554,879 $416M 19.53% +6,850 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338,248 shares; 2024Q4: 1,334,924 shares; 2025Q1: 1,825,317 shares; 2025Q2: 1,857,285 shares; 2025Q3: 2,654,483 shares; 2025Q4: 2,764,705 shares; 2026Q1: 2,474,044 shares; 2026Q2: 2,518,894 shares 2,518,894 $238M 11.19% +44,850 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,894,067 shares; 2024Q4: 3,059,280 shares; 2025Q1: 3,365,531 shares; 2025Q2: 3,467,496 shares; 2025Q3: 3,364,617 shares; 2025Q4: 3,410,388 shares; 2026Q1: 3,574,015 shares; 2026Q2: 3,668,696 shares 3,668,696 $185M 8.7% +94,681 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010,016 shares; 2024Q4: 2,020,619 shares; 2025Q1: 2,046,541 shares; 2025Q2: 2,051,244 shares; 2025Q3: 2,043,505 shares; 2025Q4: 2,094,791 shares; 2026Q1: 1,847,267 shares; 2026Q2: 1,857,171 shares 1,857,171 $179M 8.43% +9,904 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 879,976 shares; 2025Q2: 965,210 shares; 2025Q3: 1,347,603 shares; 2025Q4: 1,411,912 shares; 2026Q1: 1,443,025 shares; 2026Q2: 1,624,765 shares 1,624,765 $106M 4.97% +181,740 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917,813 shares; 2024Q4: 922,604 shares; 2025Q1: 954,185 shares; 2025Q2: 960,609 shares; 2025Q3: 907,741 shares; 2025Q4: 927,837 shares; 2026Q1: 1,198,339 shares; 2026Q2: 1,217,127 shares 1,217,127 $101M 4.74% +18,788 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009,251 shares; 2025Q4: 1,149,359 shares; 2026Q1: 1,116,494 shares; 2026Q2: 1,135,593 shares 1,135,593 $81.2M 3.82% +19,099 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; 2024Q3: 2,041,588 shares; 2024Q4: 2,016,799 shares; 2025Q1: 1,973,359 shares; 2025Q2: 2,026,359 shares; 2025Q3: 1,436,020 shares; 2025Q4: 1,430,636 shares; 2026Q1: 987,265 shares; 2026Q2: 973,572 shares 973,572 $70.4M 3.31% -13,693 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142,982 shares; 2025Q4: 1,292,832 shares; 2026Q1: 1,336,700 shares; 2026Q2: 1,402,479 shares 1,402,479 $68.1M 3.2% +65,779 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179,971 shares; 2024Q4: 1,156,767 shares; 2025Q1: 1,130,790 shares; 2025Q2: 1,137,915 shares; 2025Q3: 680,238 shares; 2025Q4: 630,178 shares; 2026Q1: 502,832 shares; 2026Q2: 480,380 shares 480,380 $66.1M 3.1% -22,452 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,244 shares; 2024Q4: 16,516 shares; 2025Q1: 18,769 shares; 2025Q2: 16,302 shares; 2025Q3: 590,901 shares; 2025Q4: 705,559 shares; 2026Q1: 777,138 shares; 2026Q2: 812,619 shares 812,619 $62.7M 2.94% +35,481 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036,760 shares; 2026Q2: 1,111,959 shares 1,111,959 $57.1M 2.68% +75,199 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057,048 shares; 2024Q4: 1,060,850 shares; 2025Q1: 1,119,216 shares; 2025Q2: 1,162,250 shares; 2025Q3: 967,737 shares; 2025Q4: 980,587 shares; 2026Q1: 963,862 shares; 2026Q2: 959,196 shares 959,196 $55.3M 2.6% -4,666 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,507 shares; 2024Q4: 579,021 shares; 2025Q1: 579,272 shares; 2025Q2: 597,797 shares; 2025Q3: 382,277 shares; 2025Q4: 358,385 shares; 2026Q1: 260,027 shares; 2026Q2: 243,137 shares 243,137 $53M 2.49% -16,890 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834,362 shares; 2024Q4: 826,610 shares; 2025Q1: 868,457 shares; 2025Q2: 878,292 shares; 2025Q3: 489,566 shares; 2025Q4: 447,554 shares; 2026Q1: 412,307 shares; 2026Q2: 398,575 shares 398,575 $46.8M 2.2% -13,732 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584,653 shares; 2024Q4: 578,772 shares; 2025Q1: 586,177 shares; 2025Q2: 599,218 shares; 2025Q3: 335,729 shares; 2025Q4: 307,707 shares; 2026Q1: 286,673 shares; 2026Q2: 278,506 shares 278,506 $41.1M 1.93% -8,167 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,497,039 shares; 2026Q2: 2,855,960 shares 2,855,960 $37.2M 1.75% +358,921 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,141 shares; 2026Q1: 105,976 shares; 2026Q2: 90,086 shares 90,086 $20.1M 0.94% -15,890 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556,294 shares; 2024Q4: 2,501,251 shares; 2025Q1: 2,448,035 shares; 2025Q2: 2,508,721 shares; 2025Q3: 526,079 shares; 2025Q4: 341,438 shares; 2026Q1: 347,290 shares; 2026Q2: 268,603 shares 268,603 $15.8M 0.74% -78,687 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,923 shares; 2024Q4: 55,507 shares; 2025Q1: 53,315 shares; 2025Q2: 64,417 shares; 2025Q3: 62,869 shares; 2025Q4: 55,576 shares; 2026Q1: 52,942 shares; 2026Q2: 51,679 shares 51,679 $15M 0.7% -1,263 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,103 shares; 2024Q4: 128,977 shares; 2025Q1: 140,406 shares; 2025Q2: 155,244 shares; 2025Q3: 189,103 shares; 2025Q4: 202,870 shares; 2026Q1: 250,427 shares; 2026Q2: 233,265 shares 233,265 $11.9M 0.56% -17,162 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,614 shares; 2025Q1: 116,688 shares; 2025Q2: 116,224 shares; 2025Q3: 140,931 shares; 2025Q4: 139,183 shares; 2026Q1: 139,536 shares; 2026Q2: 145,934 shares 145,934 $9.38M 0.44% +6,398 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,596 shares; 2024Q4: 32,386 shares; 2025Q1: 31,452 shares; 2025Q2: 28,211 shares; 2025Q3: 27,469 shares; 2025Q4: 25,840 shares; 2026Q1: 24,156 shares; 2026Q2: 23,646 shares 23,646 $8.82M 0.41% -510 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,659 shares; 2024Q4: 14,431 shares; 2025Q1: 13,708 shares; 2025Q2: 13,695 shares; 2025Q3: 13,706 shares; 2025Q4: 13,263 shares; 2026Q1: 12,922 shares; 2026Q2: 12,789 shares 12,789 $8.78M 0.41% -133 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,233 shares 169,233 $8.77M 0.41% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,576 shares; 2024Q4: 37,365 shares; 2025Q1: 47,272 shares; 2025Q2: 47,071 shares; 2025Q3: 53,174 shares; 2025Q4: 52,963 shares; 2026Q1: 53,017 shares; 2026Q2: 49,955 shares 49,955 $8.17M 0.38% -3,062 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,396 shares; 2024Q4: 23,806 shares; 2025Q1: 23,743 shares; 2025Q2: 23,699 shares; 2025Q3: 23,576 shares; 2025Q4: 21,924 shares; 2026Q1: 21,930 shares; 2026Q2: 21,924 shares 21,924 $7.55M 0.35% -6 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,891 shares; 2024Q4: 20,025 shares; 2025Q1: 20,313 shares; 2025Q2: 20,597 shares; 2025Q3: 20,385 shares; 2025Q4: 20,309 shares; 2026Q1: 20,038 shares; 2026Q2: 19,384 shares 19,384 $7.17M 0.34% -654 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,518 shares; 2024Q4: 46,216 shares; 2025Q1: 48,486 shares; 2025Q2: 19,485 shares; 2025Q3: 17,818 shares; 2025Q4: 15,970 shares; 2026Q1: 15,950 shares; 2026Q2: 16,346 shares 16,346 $6.95M 0.33% +396 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,089 shares; 2024Q4: 24,070 shares; 2025Q1: 23,420 shares; 2025Q2: 23,171 shares; 2025Q3: 21,783 shares; 2025Q4: 20,221 shares; 2026Q1: 19,434 shares; 2026Q2: 19,399 shares 19,399 $6.35M 0.3% -35 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,944 shares; 2024Q4: 9,942 shares; 2025Q1: 6,285 shares; 2025Q2: 6,596 shares; 2025Q3: 6,641 shares; 2025Q4: 6,451 shares; 2026Q1: 6,404 shares; 2026Q2: 6,358 shares 6,358 $4.75M 0.22% -46 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,582 shares 88,582 $4.37M 0.21% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,513 shares; 2024Q4: 22,048 shares; 2025Q1: 21,665 shares; 2025Q2: 19,289 shares; 2025Q3: 16,680 shares; 2025Q4: 13,445 shares; 2026Q1: 12,364 shares; 2026Q2: 10,824 shares 10,824 $3.87M 0.18% -1,540 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,057 shares; 2024Q4: 19,062 shares; 2025Q1: 20,673 shares; 2025Q2: 20,562 shares; 2025Q3: 19,534 shares; 2025Q4: 17,811 shares; 2026Q1: 17,285 shares; 2026Q2: 16,954 shares 16,954 $3.39M 0.16% -331 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,373 shares; 2024Q4: 15,418 shares; 2025Q1: 14,297 shares; 2025Q2: 14,187 shares; 2025Q3: 15,196 shares; 2025Q4: 13,404 shares; 2026Q1: 12,911 shares; 2026Q2: 12,663 shares 12,663 $3.19M 0.15% -248 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,865 shares; 2024Q4: 4,240 shares; 2025Q1: 4,173 shares; 2025Q2: 3,905 shares; 2025Q3: 3,672 shares; 2025Q4: 3,222 shares; 2026Q1: 2,874 shares; 2026Q2: 2,790 shares 2,790 $2.97M 0.14% -84 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,956 shares; 2024Q4: 6,283 shares; 2025Q1: 8,377 shares; 2025Q2: 8,344 shares; 2025Q3: 9,266 shares; 2025Q4: 9,405 shares; 2026Q1: 9,466 shares; 2026Q2: 8,562 shares 8,562 $2.87M 0.13% -904 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,594 shares; 2024Q4: 8,565 shares; 2025Q1: 9,356 shares; 2025Q2: 8,632 shares; 2025Q3: 6,932 shares; 2025Q4: 5,531 shares; 2026Q1: 5,191 shares; 2026Q2: 4,595 shares 4,595 $2.67M 0.13% -596 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,978 shares; 2024Q4: 17,578 shares; 2025Q1: 16,232 shares; 2025Q2: 13,921 shares; 2025Q3: 12,479 shares; 2025Q4: 10,808 shares; 2026Q1: 10,241 shares; 2026Q2: 10,248 shares 10,248 $2.6M 0.12% +7 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,736 shares; 2024Q4: 33,216 shares; 2025Q1: 32,092 shares; 2025Q2: 34,536 shares; 2025Q3: 31,863 shares; 2025Q4: 29,229 shares; 2026Q1: 27,746 shares; 2026Q2: 21,832 shares 21,832 $2.47M 0.12% -5,914 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,865 shares; 2024Q4: 13,374 shares; 2025Q1: 12,747 shares; 2025Q2: 10,970 shares; 2025Q3: 10,097 shares; 2025Q4: 9,176 shares; 2026Q1: 8,568 shares; 2026Q2: 8,307 shares 8,307 $2.25M 0.11% -261 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,808 shares; 2024Q4: 6,560 shares; 2025Q1: 3,687 shares; 2025Q2: 3,057 shares; 2025Q3: 3,036 shares; 2025Q4: 2,974 shares; 2026Q1: 2,912 shares; 2026Q2: 2,835 shares 2,835 $2.09M 0.1% -77 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,881 shares; 2024Q4: 22,594 shares; 2025Q1: 21,924 shares; 2025Q2: 22,909 shares; 2025Q3: 44,675 shares; 2025Q4: 39,299 shares; 2026Q1: 38,252 shares; 2026Q2: 15,106 shares 15,106 $2.07M 0.1% -23,146 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,510 shares; 2024Q4: 8,632 shares; 2025Q1: 8,379 shares; 2025Q2: 8,100 shares; 2025Q3: 8,158 shares; 2025Q4: 6,485 shares; 2026Q1: 6,090 shares; 2026Q2: 5,780 shares 5,780 $2.04M 0.1% -310 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,606 shares; 2024Q4: 7,765 shares; 2025Q1: 6,536 shares; 2025Q2: 6,425 shares; 2025Q3: 6,939 shares; 2025Q4: 7,025 shares; 2026Q1: 6,726 shares; 2026Q2: 7,091 shares 7,091 $1.99M 0.09% +365 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,511 shares; 2024Q4: 14,558 shares; 2025Q1: 13,682 shares; 2025Q2: 14,247 shares; 2025Q3: 13,320 shares; 2025Q4: 12,358 shares; 2026Q1: 11,628 shares; 2026Q2: 11,879 shares 11,879 $1.97M 0.09% +251 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,137 shares; 2025Q1: 2,973 shares; 2025Q2: 2,852 shares; 2025Q3: 2,208 shares; 2025Q4: 1,759 shares; 2026Q1: 1,704 shares; 2026Q2: 1,638 shares 1,638 $1.96M 0.09% -66 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,258 shares; 2024Q4: 132,367 shares; 2025Q1: 75,204 shares; 2025Q2: 66,222 shares; 2025Q3: 66,619 shares; 2025Q4: 66,761 shares; 2026Q1: 63,765 shares; 2026Q2: 62,937 shares 62,937 $1.96M 0.09% -828 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,340 shares; 2024Q4: 27,574 shares; 2025Q1: 26,624 shares; 2025Q2: 24,879 shares; 2025Q3: 22,706 shares; 2025Q4: 19,177 shares; 2026Q1: 18,105 shares; 2026Q2: 16,420 shares 16,420 $1.93M 0.09% -1,685 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,248 shares; 2024Q4: 9,566 shares; 2025Q1: 9,685 shares; 2025Q2: 5,708 shares; 2025Q3: 4,742 shares; 2025Q4: 4,352 shares; 2026Q1: 3,859 shares; 2026Q2: 14,984 shares 14,984 $1.86M 0.09% +11,125 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,578 shares; 2024Q4: 19,759 shares; 2025Q1: 18,887 shares; 2025Q2: 18,057 shares; 2025Q3: 15,835 shares; 2025Q4: 14,400 shares; 2026Q1: 12,825 shares; 2026Q2: 12,615 shares 12,615 $1.85M 0.09% -210 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,695 shares; 2024Q4: 55,027 shares; 2025Q1: 52,949 shares; 2025Q2: 48,362 shares; 2025Q3: 39,447 shares; 2025Q4: 38,322 shares; 2026Q1: 37,140 shares; 2026Q2: 32,519 shares 32,519 $1.84M 0.09% -4,621 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,303 shares; 2024Q4: 59,852 shares; 2025Q1: 27,624 shares; 2025Q2: 26,743 shares; 2025Q3: 27,039 shares; 2025Q4: 27,028 shares; 2026Q1: 26,717 shares; 2026Q2: 25,658 shares 25,658 $1.83M 0.09% -1,059 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,524 shares; 2024Q4: 14,684 shares; 2025Q1: 14,935 shares; 2025Q2: 14,070 shares; 2025Q3: 13,622 shares; 2025Q4: 13,348 shares; 2026Q1: 12,651 shares; 2026Q2: 12,156 shares 12,156 $1.8M 0.08% -495 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,573 shares; 2024Q4: 13,624 shares; 2025Q1: 13,485 shares; 2025Q2: 11,957 shares; 2025Q3: not reported; 2025Q4: 9,209 shares; 2026Q1: 8,204 shares; 2026Q2: 7,499 shares 7,499 $1.79M 0.08% -705 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,432 shares; 2024Q4: 22,199 shares; 2025Q1: 21,671 shares; 2025Q2: 21,396 shares; 2025Q3: 21,035 shares; 2025Q4: 20,429 shares; 2026Q1: 16,973 shares; 2026Q2: 16,973 shares 16,973 $1.76M 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,195 shares; 2024Q4: 5,860 shares; 2025Q1: 5,613 shares; 2025Q2: 5,416 shares; 2025Q3: 5,522 shares; 2025Q4: 4,742 shares; 2026Q1: 4,674 shares; 2026Q2: 4,938 shares 4,938 $1.74M 0.08% +264 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,460 shares; 2024Q4: 28,888 shares; 2025Q1: 26,213 shares; 2025Q2: 25,158 shares; 2025Q3: 24,561 shares; 2025Q4: 24,561 shares; 2026Q1: 22,866 shares; 2026Q2: 22,367 shares 22,367 $1.7M 0.08% -499 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,970 shares; 2024Q4: 8,614 shares; 2025Q1: 8,132 shares; 2025Q2: 7,598 shares; 2025Q3: 5,644 shares; 2025Q4: 4,242 shares; 2026Q1: 4,236 shares; 2026Q2: 4,467 shares 4,467 $1.69M 0.08% +231 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,603 shares; 2024Q4: 24,298 shares; 2025Q1: 22,235 shares; 2025Q2: 21,159 shares; 2025Q3: 21,402 shares; 2025Q4: 19,804 shares; 2026Q1: 18,859 shares; 2026Q2: 18,859 shares 18,859 $1.58M 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,909 shares; 2024Q4: 17,800 shares; 2025Q1: 17,002 shares; 2025Q2: 16,006 shares; 2025Q3: 14,041 shares; 2025Q4: 12,529 shares; 2026Q1: 10,844 shares; 2026Q2: 9,986 shares 9,986 $1.46M 0.07% -858 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,178 shares; 2024Q4: 12,157 shares; 2025Q1: 11,967 shares; 2025Q2: 11,500 shares; 2025Q3: 10,257 shares; 2025Q4: 9,052 shares; 2026Q1: 8,051 shares; 2026Q2: 7,667 shares 7,667 $1.45M 0.07% -384 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,594 shares; 2025Q1: 2,517 shares; 2025Q2: 2,346 shares; 2025Q3: 2,116 shares; 2025Q4: 1,727 shares; 2026Q1: 1,597 shares; 2026Q2: 1,483 shares 1,483 $1.39M 0.07% -114 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,376 shares; 2025Q1: 2,237 shares; 2025Q2: 1,998 shares; 2025Q3: 1,806 shares; 2025Q4: 1,634 shares; 2026Q1: 1,467 shares; 2026Q2: 1,439 shares 1,439 $1.38M 0.07% -28 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,722 shares; 2024Q4: 4,928 shares; 2025Q1: 12,245 shares; 2025Q2: 11,602 shares; 2025Q3: 11,426 shares; 2025Q4: 3,358 shares; 2026Q1: 2,455 shares; 2026Q2: 2,654 shares 2,654 $1.33M 0.06% +199 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,946 shares; 2024Q4: 3,711 shares; 2025Q1: 3,688 shares; 2025Q2: 3,315 shares; 2025Q3: 2,867 shares; 2025Q4: 2,609 shares; 2026Q1: 2,543 shares; 2026Q2: 2,348 shares 2,348 $1.32M 0.06% -195 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,788 shares; 2024Q4: 14,294 shares; 2025Q1: 13,936 shares; 2025Q2: 13,788 shares; 2025Q3: 11,654 shares; 2025Q4: 9,706 shares; 2026Q1: 9,186 shares; 2026Q2: 8,688 shares 8,688 $1.32M 0.06% -498 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,729 shares; 2024Q4: 7,678 shares; 2025Q1: 7,348 shares; 2025Q2: 6,794 shares; 2025Q3: 6,406 shares; 2025Q4: 6,260 shares; 2026Q1: 6,142 shares; 2026Q2: 5,792 shares 5,792 $1.32M 0.06% -350 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,325 shares; 2024Q4: 5,052 shares; 2025Q1: 4,477 shares; 2025Q2: 4,242 shares; 2025Q3: 4,063 shares; 2025Q4: 3,521 shares; 2026Q1: 3,873 shares; 2026Q2: 4,281 shares 4,281 $1.28M 0.06% +408 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; 2024Q3: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 6,484 shares; 2026Q1: 6,484 shares; 2026Q2: 6,326 shares 6,326 $1.21M 0.06% -158 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; 2024Q3: 3,648 shares; 2024Q4: 6,676 shares; 2025Q1: 6,481 shares; 2025Q2: 6,057 shares; 2025Q3: 4,958 shares; 2025Q4: 3,972 shares; 2026Q1: 3,399 shares; 2026Q2: 3,391 shares 3,391 $1.16M 0.05% -8 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,121 shares; 2024Q4: 8,121 shares; 2025Q1: 8,121 shares; 2025Q2: 8,121 shares; 2025Q3: 8,121 shares; 2025Q4: 8,121 shares; 2026Q1: 8,121 shares; 2026Q2: 8,121 shares 8,121 $1.11M 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,231 shares; 2024Q4: 6,241 shares; 2025Q1: 6,193 shares; 2025Q2: 3,700 shares; 2025Q3: 3,544 shares; 2025Q4: 3,282 shares; 2026Q1: 3,218 shares; 2026Q2: 12,447 shares 12,447 $1M 0.05% +9,229 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,273 shares; 2024Q4: 15,462 shares; 2025Q1: 8,719 shares; 2025Q2: 9,838 shares; 2025Q3: 9,631 shares; 2025Q4: 9,627 shares; 2026Q1: 9,501 shares; 2026Q2: 8,826 shares 8,826 $974K 0.05% -675 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,793 shares; 2024Q4: 16,634 shares; 2025Q1: 16,268 shares; 2025Q2: 15,654 shares; 2025Q3: 15,401 shares; 2025Q4: 14,124 shares; 2026Q1: 12,190 shares; 2026Q2: 10,696 shares 10,696 $971K 0.05% -1,494 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 3,823 shares; 2026Q1: 3,839 shares; 2026Q2: 3,763 shares 3,763 $961K 0.05% -76 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,399 shares; 2024Q4: 13,004 shares; 2025Q1: 8,085 shares; 2025Q2: 7,153 shares; 2025Q3: 9,574 shares; 2025Q4: 9,574 shares; 2026Q1: 9,428 shares; 2026Q2: 6,056 shares 6,056 $957K 0.04% -3,372 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,042 shares; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 2,949 shares; 2025Q3: 2,949 shares; 2025Q4: 2,449 shares; 2026Q1: 2,469 shares; 2026Q2: 2,469 shares 2,469 $923K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,381 shares; 2024Q4: 3,863 shares; 2025Q1: 3,704 shares; 2025Q2: 2,902 shares; 2025Q3: 2,892 shares; 2025Q4: 2,425 shares; 2026Q1: 2,537 shares; 2026Q2: 2,453 shares 2,453 $842K 0.04% -84 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,854 shares; 2024Q4: 15,427 shares; 2025Q1: 14,654 shares; 2025Q2: 13,828 shares; 2025Q3: 11,651 shares; 2025Q4: 10,049 shares; 2026Q1: 7,564 shares; 2026Q2: 6,111 shares 6,111 $827K 0.04% -1,453 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,824 shares; 2024Q4: 12,724 shares; 2025Q1: 12,021 shares; 2025Q2: 11,516 shares; 2025Q3: 11,166 shares; 2025Q4: 10,285 shares; 2026Q1: 10,283 shares; 2026Q2: 10,028 shares 10,028 $815K 0.04% -255 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,341 shares; 2025Q1: 3,330 shares; 2025Q2: 3,255 shares; 2025Q3: 3,240 shares; 2025Q4: 3,156 shares; 2026Q1: 3,141 shares; 2026Q2: 2,626 shares 2,626 $796K 0.04% -515 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,939 shares; 2025Q3: 1,948 shares; 2025Q4: 2,138 shares; 2026Q1: 2,137 shares; 2026Q2: 1,850 shares 1,850 $778K 0.04% -287 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,037 shares; 2024Q4: 3,973 shares; 2025Q1: 3,741 shares; 2025Q2: 3,578 shares; 2025Q3: 3,053 shares; 2025Q4: 3,053 shares; 2026Q1: 2,707 shares; 2026Q2: 2,682 shares 2,682 $725K 0.03% -25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 751 shares; 2025Q4: 601 shares; 2026Q1: 632 shares; 2026Q2: 617 shares 617 $725K 0.03% -15 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,805 shares; 2024Q4: 8,561 shares; 2025Q1: 7,673 shares; 2025Q2: 7,245 shares; 2025Q3: 5,955 shares; 2025Q4: 5,288 shares; 2026Q1: 5,203 shares; 2026Q2: 5,509 shares 5,509 $708K 0.03% +306 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,458 shares; 2025Q1: 2,202 shares; 2025Q2: 2,639 shares; 2025Q3: 2,026 shares; 2025Q4: 1,894 shares; 2026Q1: 1,897 shares; 2026Q2: 1,934 shares 1,934 $700K 0.03% +37 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,740 shares; 2024Q4: 28,736 shares; 2025Q1: 26,709 shares; 2025Q2: 23,516 shares; 2025Q3: 19,773 shares; 2025Q4: 14,939 shares; 2026Q1: 11,699 shares; 2026Q2: 12,232 shares 12,232 $697K 0.03% +533 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,619 shares; 2025Q1: 1,571 shares; 2025Q2: 1,455 shares; 2025Q3: 1,443 shares; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares; 2026Q2: 1,349 shares 1,349 $693K 0.03% -3 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,138 shares; 2024Q4: 6,808 shares; 2025Q1: 6,309 shares; 2025Q2: 5,857 shares; 2025Q3: 4,864 shares; 2025Q4: 4,796 shares; 2026Q1: 4,066 shares; 2026Q2: 3,848 shares 3,848 $687K 0.03% -218 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,839 shares; 2025Q3: 3,552 shares; 2025Q4: 2,112 shares; 2026Q1: 2,052 shares; 2026Q2: 1,998 shares 1,998 $676K 0.03% -54 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,202 shares 12,202 $658K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,070 shares; 2024Q4: 5,803 shares; 2025Q1: 5,665 shares; 2025Q2: 5,545 shares; 2025Q3: 5,395 shares; 2025Q4: 4,850 shares; 2026Q1: 4,545 shares; 2026Q2: 4,545 shares 4,545 $651K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,406 shares; 2025Q1: 2,313 shares; 2025Q2: 2,292 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,572 shares 1,572 $644K 0.03% -36 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,695 shares; 2024Q4: 5,720 shares; 2025Q1: 5,092 shares; 2025Q2: 2,904 shares; 2025Q3: 2,294 shares; 2025Q4: 2,213 shares; 2026Q1: 2,129 shares; 2026Q2: 2,118 shares 2,118 $636K 0.03% -11 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,487 shares 1,487 $634K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,072 shares; 2025Q1: 3,264 shares; 2025Q2: 3,296 shares; 2025Q3: 3,171 shares; 2025Q4: 3,088 shares; 2026Q1: 2,967 shares; 2026Q2: 2,547 shares 2,547 $633K 0.03% -420 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 7,365 shares; 2025Q1: 7,330 shares; 2025Q2: 7,113 shares; 2025Q3: 7,033 shares; 2025Q4: 6,905 shares; 2026Q1: 6,838 shares; 2026Q2: 6,838 shares 6,838 $627K 0.03% 0 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; 2024Q3: 9,294 shares; 2024Q4: 8,892 shares; 2025Q1: 8,624 shares; 2025Q2: 5,435 shares; 2025Q3: 4,762 shares; 2025Q4: 3,612 shares; 2026Q1: 2,978 shares; 2026Q2: 2,765 shares 2,765 $610K 0.03% -213 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,270 shares; 2025Q3: 14,270 shares; 2025Q4: 21,384 shares; 2026Q1: 19,568 shares; 2026Q2: 19,568 shares 19,568 $609K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,588 shares; 2024Q4: 10,814 shares; 2025Q1: 10,311 shares; 2025Q2: 9,816 shares; 2025Q3: 8,699 shares; 2025Q4: 6,750 shares; 2026Q1: 6,495 shares; 2026Q2: 6,322 shares 6,322 $608K 0.03% -173 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; 2024Q3: 19,400 shares; 2024Q4: 21,235 shares; 2025Q1: 12,484 shares; 2025Q2: 10,482 shares; 2025Q3: 10,234 shares; 2025Q4: 10,045 shares; 2026Q1: 10,193 shares; 2026Q2: 9,671 shares 9,671 $602K 0.03% -522 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,141 shares; 2024Q4: 15,293 shares; 2025Q1: 11,358 shares; 2025Q2: 11,358 shares; 2025Q3: 11,358 shares; 2025Q4: 10,927 shares; 2026Q1: 10,694 shares; 2026Q2: 12,267 shares 12,267 $572K 0.03% +1,573 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; 2024Q3: 1,458 shares; 2024Q4: 1,078 shares; 2025Q1: 1,036 shares; 2025Q2: 881 shares; 2025Q3: 847 shares; 2025Q4: 844 shares; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $572K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 823 shares; 2025Q2: 888 shares; 2025Q3: 862 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 750 shares 750 $567K 0.03% -22 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 757 shares; 2026Q2: 747 shares 747 $540K 0.03% -10 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,400 shares; 2025Q1: 2,389 shares; 2025Q2: 2,350 shares; 2025Q3: 2,098 shares; 2025Q4: 1,567 shares; 2026Q1: 1,378 shares; 2026Q2: 1,325 shares 1,325 $517K 0.02% -53 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares; 2026Q2: 4,838 shares 4,838 $513K 0.02% -152 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,353 shares; 2024Q4: 9,505 shares; 2025Q1: 8,296 shares; 2025Q2: 7,542 shares; 2025Q3: 6,956 shares; 2025Q4: 5,625 shares; 2026Q1: 4,541 shares; 2026Q2: 6,032 shares 6,032 $510K 0.02% +1,491 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,293 shares; 2024Q4: 7,975 shares; 2025Q1: 7,714 shares; 2025Q2: 7,683 shares; 2025Q3: 7,008 shares; 2025Q4: 5,912 shares; 2026Q1: 5,573 shares; 2026Q2: 5,165 shares 5,165 $497K 0.02% -408 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,116 shares; 2024Q4: 3,070 shares; 2025Q1: 2,859 shares; 2025Q2: 2,572 shares; 2025Q3: 2,161 shares; 2025Q4: 1,378 shares; 2026Q1: 1,341 shares; 2026Q2: 1,221 shares 1,221 $485K 0.02% -120 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,391 shares; 2024Q4: 53,331 shares; 2025Q1: 59,583 shares; 2025Q2: 63,364 shares; 2025Q3: 83,273 shares; 2025Q4: 93,965 shares; 2026Q1: 84,586 shares; 2026Q2: 9,432 shares 9,432 $477K 0.02% -75,154 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,334 shares; 2024Q4: 33,760 shares; 2025Q1: 32,936 shares; 2025Q2: 25,249 shares; 2025Q3: 24,101 shares; 2025Q4: 20,402 shares; 2026Q1: 17,704 shares; 2026Q2: 22,318 shares 22,318 $462K 0.02% +4,614 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,668 shares; 2024Q4: 9,168 shares; 2025Q1: 9,168 shares; 2025Q2: 9,168 shares; 2025Q3: 9,168 shares; 2025Q4: 8,718 shares; 2026Q1: 8,718 shares; 2026Q2: 9,546 shares 9,546 $454K 0.02% +828 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,608 shares; 2024Q4: 4,608 shares; 2025Q1: 4,583 shares; 2025Q2: 3,973 shares; 2025Q3: 3,089 shares; 2025Q4: 3,089 shares; 2026Q1: 3,027 shares; 2026Q2: 3,115 shares 3,115 $444K 0.02% +88 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933 shares; 2024Q4: 2,500 shares; 2025Q1: 2,584 shares; 2025Q2: 2,306 shares; 2025Q3: 1,787 shares; 2025Q4: 1,294 shares; 2026Q1: 1,183 shares; 2026Q2: 1,248 shares 1,248 $442K 0.02% +65 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,537 shares; 2024Q4: 6,176 shares; 2025Q1: 5,030 shares; 2025Q2: 4,784 shares; 2025Q3: 3,951 shares; 2025Q4: 3,792 shares; 2026Q1: 4,320 shares; 2026Q2: 4,965 shares 4,965 $436K 0.02% +645 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,015 shares; 2026Q1: 2,966 shares; 2026Q2: 2,966 shares 2,966 $434K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,369 shares; 2024Q4: 5,388 shares; 2025Q1: 4,437 shares; 2025Q2: 4,133 shares; 2025Q3: 4,092 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,253 shares 7,253 $433K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,515 shares; 2025Q1: 2,080 shares; 2025Q2: 1,818 shares; 2025Q3: 2,049 shares; 2025Q4: 1,434 shares; 2026Q1: 1,291 shares; 2026Q2: 1,034 shares 1,034 $430K 0.02% -257 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 984 shares; 2025Q1: 825 shares; 2025Q2: 811 shares; 2025Q3: 801 shares; 2025Q4: 770 shares; 2026Q1: 794 shares; 2026Q2: 780 shares 780 $405K 0.02% -14 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,086 shares; 2026Q1: 10,508 shares; 2026Q2: 17,274 shares 17,274 $400K 0.02% +6,766 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,103 shares; 2025Q3: 9,244 shares; 2025Q4: 9,244 shares; 2026Q1: 9,633 shares; 2026Q2: 15,838 shares 15,838 $400K 0.02% +6,205 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,563 shares; 2024Q4: 6,030 shares; 2025Q1: 5,139 shares; 2025Q2: 5,013 shares; 2025Q3: 4,520 shares; 2025Q4: 3,067 shares; 2026Q1: 2,356 shares; 2026Q2: 2,138 shares 2,138 $395K 0.02% -218 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,538 shares 1,538 $379K 0.02% +538 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,648 shares; 2025Q4: 8,648 shares; 2026Q1: 9,056 shares; 2026Q2: 15,524 shares 15,524 $376K 0.02% +6,468 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,359 shares; 2025Q1: not reported; 2025Q2: 2,887 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,108 shares 4,108 $375K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 3,676 shares; 2025Q2: 7,052 shares; 2025Q3: 7,963 shares; 2025Q4: 7,963 shares; 2026Q1: 7,580 shares; 2026Q2: 7,534 shares 7,534 $362K 0.02% -46 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,637 shares; 2024Q4: 2,300 shares; 2025Q1: 2,164 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,195 shares 2,195 $355K 0.02% +96 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 809 shares; 2025Q1: 730 shares; 2025Q2: 752 shares; 2025Q3: 731 shares; 2025Q4: 681 shares; 2026Q1: 679 shares; 2026Q2: 695 shares 695 $354K 0.02% +16 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; 2024Q3: 6,563 shares; 2024Q4: 6,338 shares; 2025Q1: 6,127 shares; 2025Q2: 6,007 shares; 2025Q3: 5,196 shares; 2025Q4: 4,027 shares; 2026Q1: 3,108 shares; 2026Q2: 2,867 shares 2,867 $353K 0.02% -241 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $345K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $341K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,332 shares; 2024Q4: 14,081 shares; 2025Q1: 13,095 shares; 2025Q2: 10,953 shares; 2025Q3: 8,381 shares; 2025Q4: 6,726 shares; 2026Q1: 5,774 shares; 2026Q2: 5,774 shares 5,774 $333K 0.02% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,702 shares; 2025Q4: 15,359 shares; 2026Q1: 15,807 shares; 2026Q2: 15,043 shares 15,043 $328K 0.02% -764 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,251 shares; 2024Q4: 29,308 shares; 2025Q1: 26,264 shares; 2025Q2: 22,803 shares; 2025Q3: 18,164 shares; 2025Q4: 15,314 shares; 2026Q1: 14,365 shares; 2026Q2: 13,532 shares 13,532 $326K 0.02% -833 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; 2024Q3: 3,345 shares; 2024Q4: 3,004 shares; 2025Q1: 2,982 shares; 2025Q2: 2,686 shares; 2025Q3: 2,480 shares; 2025Q4: 1,980 shares; 2026Q1: 1,846 shares; 2026Q2: 1,642 shares 1,642 $313K 0.01% -204 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $311K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 1,947 shares; 2025Q1: 1,456 shares; 2025Q2: 1,380 shares; 2025Q3: 1,332 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,392 shares 1,392 $310K 0.01% +99 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,197 shares; 2024Q4: 7,669 shares; 2025Q1: 6,768 shares; 2025Q2: 5,845 shares; 2025Q3: 5,206 shares; 2025Q4: 3,913 shares; 2026Q1: 3,430 shares; 2026Q2: 2,885 shares 2,885 $310K 0.01% -545 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,239 shares; 2024Q4: 2,236 shares; 2025Q1: 2,076 shares; 2025Q2: 1,888 shares; 2025Q3: 1,659 shares; 2025Q4: 1,656 shares; 2026Q1: 1,669 shares; 2026Q2: 1,639 shares 1,639 $297K 0.01% -30 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; 2024Q3: 1,495 shares; 2024Q4: 1,395 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,536 shares; 2025Q4: 1,426 shares; 2026Q1: 1,396 shares; 2026Q2: 1,242 shares 1,242 $294K 0.01% -154 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,481 shares; 2024Q4: 11,981 shares; 2025Q1: 11,981 shares; 2025Q2: 7,247 shares; 2025Q3: 7,099 shares; 2025Q4: 7,099 shares; 2026Q1: 7,099 shares; 2026Q2: 7,099 shares 7,099 $289K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 3,109 shares; 2025Q1: 2,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,151 shares; 2026Q1: 2,000 shares; 2026Q2: 2,662 shares 2,662 $277K 0.01% +662 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,899 shares; 2024Q4: 18,350 shares; 2025Q1: 13,833 shares; 2025Q2: 12,022 shares; 2025Q3: 8,780 shares; 2025Q4: 7,173 shares; 2026Q1: 5,941 shares; 2026Q2: 6,370 shares 6,370 $270K 0.01% +429 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,029 shares 11,029 $267K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $261K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,227 shares 3,227 $246K 0.01% 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; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 841 shares; 2025Q2: 799 shares; 2025Q3: 759 shares; 2025Q4: 711 shares; 2026Q1: 735 shares; 2026Q2: 719 shares 719 $245K 0.01% -16 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 949 shares; 2025Q2: 995 shares; 2025Q3: 606 shares; 2025Q4: not reported; 2026Q1: 587 shares; 2026Q2: 574 shares 574 $245K 0.01% -13 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,088 shares; 2024Q4: 12,315 shares; 2025Q1: 9,783 shares; 2025Q2: 6,440 shares; 2025Q3: 5,665 shares; 2025Q4: 3,307 shares; 2026Q1: not reported; 2026Q2: 2,231 shares 2,231 $231K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 1,290 shares; 2026Q2: 1,121 shares 1,121 $225K 0.01% -169 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,868 shares; 2024Q4: 8,465 shares; 2025Q1: 7,584 shares; 2025Q2: 6,748 shares; 2025Q3: 6,073 shares; 2025Q4: 4,875 shares; 2026Q1: 2,743 shares; 2026Q2: 2,333 shares 2,333 $223K 0.01% -410 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,562 shares; 2025Q4: 5,562 shares; 2026Q1: not reported; 2026Q2: 3,782 shares 3,782 $223K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286 shares; 2025Q3: 288 shares; 2025Q4: 3,324 shares; 2026Q1: 3,345 shares; 2026Q2: 3,072 shares 3,072 $219K 0.01% -273 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,036 shares 2,036 $212K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $206K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 977 shares 977 $204K 0.01% new Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,633 shares; 2025Q2: 12,633 shares; 2025Q3: 12,633 shares; 2025Q4: 12,633 shares; 2026Q1: 9,194 shares; 2026Q2: 9,194 shares 9,194 $202K 0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,748 shares; 2025Q2: 26,748 shares; 2025Q3: 26,748 shares; 2025Q4: 26,748 shares; 2026Q1: 26,748 shares; 2026Q2: 26,748 shares 26,748 $151K 0.01% 0 Timeline