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Minot DeBlois Advisors LLC

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13F filer, CIK 1475933, Boston, MA

Minot DeBlois Advisors LLC reported $110,225,076 across 226 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 42.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001475933-26-000002

Period
2026-03-31
Reported value
$110M
Holdings
226
Top 10 weight
42.12%
New
21
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+1,825$1.09M
SGOVnew+2,987$301K
VGTnew+250$174K
TIPadded+1,555$172K
ADBEadded+684$166K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VGITreduced-12,732-$758K
GOOGreduced-1,313-$377K
ASMLreduced-181-$239K
VCSHreduced-1,773-$141K
INTCreduced-2,832-$125K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001475933-26-000002, largest first. % of portfolio is the value over $110,225,076, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116,274 shares; 2025Q1: 117,862 shares; 2025Q2: 117,217 shares; 2025Q3: 120,567 shares; 2025Q4: 127,127 shares; 2026Q1: 125,354 shares 125,354$9.94M9.02%-1,773Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,886 shares; 2025Q1: 7,733 shares; 2025Q2: 7,911 shares; 2025Q3: 7,777 shares; 2025Q4: 6,923 shares; 2026Q1: 8,748 shares 8,748$5.23M4.74%+1,825Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97,264 shares; 2025Q1: 91,682 shares; 2025Q2: 88,054 shares; 2025Q3: 89,124 shares; 2025Q4: 98,319 shares; 2026Q1: 85,587 shares 85,587$5.1M4.62%-12,732Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,644 shares; 2025Q1: 69,845 shares; 2025Q2: 68,088 shares; 2025Q3: 66,511 shares; 2025Q4: 64,711 shares; 2026Q1: 63,933 shares 63,933$4.46M4.05%-778Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,337 shares; 2025Q1: 23,361 shares; 2025Q2: 28,748 shares; 2025Q3: 34,210 shares; 2025Q4: 37,676 shares; 2026Q1: 39,231 shares 39,231$4.33M3.93%+1,555Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,296 shares; 2025Q1: 17,966 shares; 2025Q2: 17,728 shares; 2025Q3: 17,028 shares; 2025Q4: 16,114 shares; 2026Q1: 14,801 shares 14,801$4.25M3.85%-1,313Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,248 shares; 2025Q1: 15,654 shares; 2025Q2: 15,540 shares; 2025Q3: 15,380 shares; 2025Q4: 14,591 shares; 2026Q1: 15,111 shares 15,111$3.83M3.48%+520Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,901 shares; 2025Q1: 13,953 shares; 2025Q2: 13,748 shares; 2025Q3: 13,466 shares; 2025Q4: 13,382 shares; 2026Q1: 13,198 shares 13,198$3.46M3.14%-184Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,242 shares; 2025Q1: 13,442 shares; 2025Q2: 14,393 shares; 2025Q3: 14,498 shares; 2025Q4: 16,044 shares; 2026Q1: 16,774 shares 16,774$2.93M2.65%+730Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,039 shares; 2025Q1: 8,299 shares; 2025Q2: 7,926 shares; 2025Q3: 7,633 shares; 2025Q4: 7,525 shares; 2026Q1: 7,862 shares 7,862$2.91M2.64%+337Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,647 shares; 2025Q1: 13,727 shares; 2025Q2: 13,794 shares; 2025Q3: 13,777 shares; 2025Q4: 13,556 shares; 2026Q1: 13,877 shares 13,877$2.89M2.62%+321Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,994 shares; 2025Q1: 31,223 shares; 2025Q2: 31,960 shares; 2025Q3: 31,220 shares; 2025Q4: 32,729 shares; 2026Q1: 32,412 shares 32,412$2.43M2.21%-317Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,725 shares; 2025Q1: 29,927 shares; 2025Q2: 28,506 shares; 2025Q3: 26,344 shares; 2025Q4: 26,375 shares; 2026Q1: 26,771 shares 26,771$1.72M1.56%+396Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,861 shares; 2025Q1: 4,576 shares; 2025Q2: 4,478 shares; 2025Q3: 4,543 shares; 2025Q4: 4,604 shares; 2026Q1: 4,619 shares 4,619$1.51M1.37%+15Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,348 shares; 2025Q1: 5,989 shares; 2025Q2: 5,881 shares; 2025Q3: 5,964 shares; 2025Q4: 6,059 shares; 2026Q1: 6,040 shares 6,040$1.47M1.33%-19Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,878 shares; 2025Q1: 4,721 shares; 2025Q2: 4,742 shares; 2025Q3: 4,777 shares; 2025Q4: 4,746 shares; 2026Q1: 4,754 shares 4,754$1.44M1.3%+8Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,875 shares; 2025Q1: 3,983 shares; 2025Q2: 4,169 shares; 2025Q3: 4,199 shares; 2025Q4: 4,444 shares; 2026Q1: 4,518 shares 4,518$1.44M1.3%+74Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,997 shares; 2025Q1: 6,739 shares; 2025Q2: 6,825 shares; 2025Q3: 7,050 shares; 2025Q4: 7,250 shares; 2026Q1: 7,495 shares 7,495$1.42M1.29%+245Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,162 shares; 2025Q1: 1,173 shares; 2025Q2: 1,190 shares; 2025Q3: 1,233 shares; 2025Q4: 1,224 shares; 2026Q1: 1,043 shares 1,043$1.38M1.25%-181Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,409 shares; 2025Q1: 6,125 shares; 2025Q2: 6,040 shares; 2025Q3: 5,830 shares; 2025Q4: 5,780 shares; 2026Q1: 5,450 shares 5,450$1.33M1.21%-330Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,152 shares; 2025Q2: 8,325 shares; 2025Q3: 8,434 shares; 2025Q4: 8,424 shares; 2026Q1: 8,466 shares 8,466$1.31M1.19%+42Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,640 shares; 2025Q1: 9,275 shares; 2025Q2: 9,003 shares; 2025Q3: 8,909 shares; 2025Q4: 8,859 shares; 2026Q1: 8,982 shares 8,982$1.31M1.19%+123Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,603 shares; 2025Q1: 6,107 shares; 2025Q2: 5,737 shares; 2025Q3: 5,517 shares; 2025Q4: 5,287 shares; 2026Q1: 4,905 shares 4,905$1.3M1.18%-382Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,961 shares; 2025Q1: 8,331 shares; 2025Q2: 8,076 shares; 2025Q3: 8,067 shares; 2025Q4: 7,662 shares; 2026Q1: 8,042 shares 8,042$1.28M1.17%+380Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,774 shares; 2025Q1: 11,978 shares; 2025Q2: 11,702 shares; 2025Q3: 11,755 shares; 2025Q4: 11,951 shares; 2026Q1: 12,227 shares 12,227$1.26M1.14%+276Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,958 shares; 2025Q1: 14,110 shares; 2025Q2: 12,852 shares; 2025Q3: 10,237 shares; 2025Q4: 9,451 shares; 2026Q1: 8,940 shares 8,940$1.25M1.13%-511Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,943 shares; 2025Q1: 6,215 shares; 2025Q2: 5,801 shares; 2025Q3: 5,599 shares; 2025Q4: 5,665 shares; 2026Q1: 6,038 shares 6,038$1.23M1.11%+373Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,645 shares; 2025Q1: 16,176 shares; 2025Q2: 15,988 shares; 2025Q3: 15,551 shares; 2025Q4: 15,767 shares; 2026Q1: 15,537 shares 15,537$1.21M1.09%-230Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,725 shares; 2025Q1: 7,760 shares; 2025Q2: 7,496 shares; 2025Q3: 7,557 shares; 2025Q4: 7,343 shares; 2026Q1: 6,966 shares 6,966$1.18M1.07%-377Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,011 shares; 2025Q1: 5,725 shares; 2025Q2: 5,740 shares; 2025Q3: 6,023 shares; 2025Q4: 5,814 shares; 2026Q1: 5,953 shares 5,953$1.18M1.07%+139Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,185 shares; 2025Q1: 9,900 shares; 2025Q2: 8,905 shares; 2025Q3: 8,363 shares; 2025Q4: 7,965 shares; 2026Q1: 7,556 shares 7,556$1.15M1.05%-409Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,534 shares; 2025Q1: 11,950 shares; 2025Q2: 11,669 shares; 2025Q3: 11,563 shares; 2025Q4: 11,713 shares; 2026Q1: 11,924 shares 11,924$1.15M1.04%+211Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,432 shares; 2025Q1: 2,146 shares; 2025Q2: 2,025 shares; 2025Q3: 1,954 shares; 2025Q4: 1,976 shares; 2026Q1: 1,974 shares 1,974$1.13M1.02%-2Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,846 shares; 2025Q1: 9,430 shares; 2025Q2: 8,950 shares; 2025Q3: 8,665 shares; 2025Q4: 8,525 shares; 2026Q1: 8,094 shares 8,094$1.01M0.91%-431Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,992 shares; 2025Q1: 5,914 shares; 2025Q2: 5,956 shares; 2025Q3: 6,156 shares; 2025Q4: 6,447 shares; 2026Q1: 6,933 shares 6,933$1M0.91%+486Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,144 shares; 2025Q1: 6,391 shares; 2025Q2: 6,026 shares; 2025Q3: 5,660 shares; 2025Q4: 5,210 shares; 2026Q1: 5,190 shares 5,190$1M0.91%-20Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,920 shares; 2025Q1: 10,450 shares; 2025Q2: 10,433 shares; 2025Q3: 10,503 shares; 2025Q4: 10,503 shares; 2026Q1: 10,752 shares 10,752$999K0.91%+249Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,481 shares; 2025Q1: 3,305 shares; 2025Q2: 3,311 shares; 2025Q3: 3,328 shares; 2025Q4: 3,358 shares; 2026Q1: 3,386 shares 3,386$988K0.9%+28Timeline
RHHBYROCHE HOLDINGS LTD-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,554 shares; 2025Q1: 21,124 shares; 2025Q2: 20,976 shares; 2025Q3: 21,151 shares; 2025Q4: 20,163 shares; 2026Q1: 19,436 shares 19,436$966K0.88%-727Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,912 shares; 2025Q1: 19,905 shares; 2025Q2: 19,552 shares; 2025Q3: 19,410 shares; 2025Q4: 18,631 shares; 2026Q1: 17,762 shares 17,762$892K0.81%-869Timeline
NSRGYNESTLE SA-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,065 shares; 2025Q1: 9,867 shares; 2025Q2: 8,959 shares; 2025Q3: 8,971 shares; 2025Q4: 8,929 shares; 2026Q1: 8,957 shares 8,957$888K0.81%+28Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,120 shares; 2025Q1: 3,905 shares; 2025Q2: 3,945 shares; 2025Q3: 4,205 shares; 2025Q4: 4,271 shares; 2026Q1: 4,381 shares 4,381$818K0.74%+110Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,688 shares; 2025Q1: 3,819 shares; 2025Q2: 3,784 shares; 2025Q3: 3,749 shares; 2025Q4: 3,134 shares; 2026Q1: 3,720 shares 3,720$800K0.73%+586Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,140 shares; 2025Q1: 14,701 shares; 2025Q2: 14,842 shares; 2025Q3: 15,067 shares; 2025Q4: 15,298 shares; 2026Q1: 15,499 shares 15,499$796K0.72%+201Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,485 shares; 2025Q1: 3,259 shares; 2025Q2: 3,267 shares; 2025Q3: 3,303 shares; 2025Q4: 3,517 shares; 2026Q1: 3,515 shares 3,515$794K0.72%-2Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,700 shares; 2025Q1: 26,178 shares; 2025Q2: 26,468 shares; 2025Q3: 26,718 shares; 2025Q4: 26,846 shares; 2026Q1: 27,514 shares 27,514$773K0.7%+668Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,922 shares; 2025Q1: 37,372 shares; 2025Q2: 38,352 shares; 2025Q3: 38,601 shares; 2025Q4: 39,205 shares; 2026Q1: 41,035 shares 41,035$751K0.68%+1,830Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,394 shares; 2025Q1: 6,144 shares; 2025Q2: 6,116 shares; 2025Q3: 5,922 shares; 2025Q4: 5,797 shares; 2026Q1: 6,220 shares 6,220$743K0.67%+423Timeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,115 shares; 2025Q1: 16,206 shares; 2025Q2: 18,054 shares; 2025Q3: 18,281 shares; 2025Q4: 18,172 shares; 2026Q1: 18,333 shares 18,333$705K0.64%+161Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,933 shares; 2025Q1: 9,054 shares; 2025Q2: 8,879 shares; 2025Q3: 8,868 shares; 2025Q4: 9,032 shares; 2026Q1: 9,037 shares 9,037$682K0.62%+5Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,818 shares; 2025Q1: 12,804 shares; 2025Q2: 12,614 shares; 2025Q3: 12,690 shares; 2025Q4: 12,921 shares; 2026Q1: 13,512 shares 13,512$682K0.62%+591Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,683 shares; 2025Q1: 5,349 shares; 2025Q2: 5,549 shares; 2025Q3: 5,381 shares; 2025Q4: 5,446 shares; 2026Q1: 5,692 shares 5,692$655K0.59%+246Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,542 shares; 2025Q1: 8,415 shares; 2025Q2: 8,299 shares; 2025Q3: 8,288 shares; 2025Q4: 8,543 shares; 2026Q1: 8,886 shares 8,886$646K0.59%+343Timeline
LVMUYLVMH MOET HENNESSY-UNSP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,724 shares; 2025Q1: 5,504 shares; 2025Q2: 5,686 shares; 2025Q3: 5,791 shares; 2025Q4: 5,781 shares; 2026Q1: 5,821 shares 5,821$636K0.58%+40Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,855 shares; 2025Q1: 12,200 shares; 2025Q2: 11,995 shares; 2025Q3: 12,060 shares; 2025Q4: 12,122 shares; 2026Q1: 13,278 shares 13,278$601K0.54%+1,156Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,994 shares; 2025Q1: 6,365 shares; 2025Q2: 6,323 shares; 2025Q3: 6,263 shares; 2025Q4: 6,254 shares; 2026Q1: 6,307 shares 6,307$587K0.53%+53Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,745 shares; 2025Q1: 3,869 shares; 2025Q2: 4,099 shares; 2025Q3: 4,380 shares; 2025Q4: 4,445 shares; 2026Q1: 4,903 shares 4,903$580K0.53%+458Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,762 shares; 2025Q1: 6,382 shares; 2025Q2: 6,324 shares; 2025Q3: 6,345 shares; 2025Q4: 6,415 shares; 2026Q1: 6,439 shares 6,439$577K0.52%+24Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,999 shares; 2025Q1: 5,294 shares; 2025Q2: 5,734 shares; 2025Q3: 6,502 shares; 2025Q4: 7,172 shares; 2026Q1: 7,547 shares 7,547$569K0.52%+375Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,729 shares; 2025Q1: 1,733 shares; 2025Q2: 1,665 shares; 2025Q3: 1,700 shares; 2025Q4: 1,715 shares; 2026Q1: 1,770 shares 1,770$550K0.5%+55Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,623 shares; 2025Q1: 7,127 shares; 2025Q2: 7,124 shares; 2025Q3: 7,131 shares; 2025Q4: 7,740 shares; 2026Q1: 7,007 shares 7,007$549K0.5%-733Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,133 shares; 2025Q1: 5,009 shares; 2025Q2: 4,969 shares; 2025Q3: 5,029 shares; 2025Q4: 5,132 shares; 2026Q1: 5,193 shares 5,193$534K0.48%+61Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,114 shares; 2025Q1: 5,065 shares; 2025Q2: 5,140 shares; 2025Q3: 5,720 shares; 2025Q4: 5,115 shares; 2026Q1: 5,378 shares 5,378$529K0.48%+263Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,268 shares; 2025Q1: 6,854 shares; 2025Q2: 7,509 shares; 2025Q3: 7,329 shares; 2025Q4: 7,130 shares; 2026Q1: 6,875 shares 6,875$493K0.45%-255Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,381 shares; 2025Q1: 7,295 shares; 2025Q2: 7,240 shares; 2025Q3: 7,848 shares; 2025Q4: 7,953 shares; 2026Q1: 8,105 shares 8,105$448K0.41%+152Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,377 shares; 2025Q1: 3,354 shares; 2025Q2: 3,312 shares; 2025Q3: 3,002 shares; 2025Q4: 3,007 shares; 2026Q1: 3,082 shares 3,082$448K0.41%+75Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,242 shares; 2025Q1: 1,245 shares; 2025Q2: 1,199 shares; 2025Q3: 1,103 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024$447K0.41%0Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,726 shares; 2025Q1: 7,466 shares; 2025Q2: 7,578 shares; 2025Q3: 7,706 shares; 2025Q4: 7,902 shares; 2026Q1: 8,403 shares 8,403$436K0.4%+501Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,335 shares; 2025Q1: 8,400 shares; 2025Q2: 9,180 shares; 2025Q3: 10,014 shares; 2025Q4: 10,033 shares; 2026Q1: 11,566 shares 11,566$430K0.39%+1,533Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 462 shares; 2025Q1: 519 shares; 2025Q2: 637 shares; 2025Q3: 690 shares; 2025Q4: 3,735 shares; 2026Q1: 4,090 shares 4,090$428K0.39%+355Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,600 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450$345K0.31%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: not reported; 2026Q1: 2,987 shares 2,987$301K0.27%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 533 shares; 2026Q1: 1,217 shares 1,217$296K0.27%+684Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 3,000 shares 3,000$248K0.23%+100Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,480 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100$233K0.21%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625 shares; 2025Q1: 600 shares; 2025Q2: 575 shares; 2025Q3: 515 shares; 2025Q4: 919 shares; 2026Q1: 819 shares 819$199K0.18%-100Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 250 shares 250$174K0.16%newTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 715 shares; 2025Q3: 675 shares; 2025Q4: 635 shares; 2026Q1: 615 shares 615$163K0.15%-20Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 850 shares 850$144K0.13%-175Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 505 shares; 2025Q1: 365 shares; 2025Q2: 315 shares; 2025Q3: 300 shares; 2025Q4: 290 shares; 2026Q1: 285 shares 285$137K0.12%-5Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,966 shares; 2025Q1: 2,136 shares; 2025Q2: 2,200 shares; 2025Q3: 1,965 shares; 2025Q4: 430 shares; 2026Q1: 450 shares 450$129K0.12%+20Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: not reported; 2026Q1: 555 shares 555$113K0.1%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,725 shares; 2025Q3: 1,625 shares; 2025Q4: 1,475 shares; 2026Q1: 1,450 shares 1,450$110K0.1%-25Timeline
VOLVO(AB) SER B NPV ISIN #S…VOLVO(AB) SER B NPV ISIN #SE00001…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,350 shares 3,350$107K0.1%-400
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares 2,041$102K0.09%0Timeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$86.1K0.08%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,190 shares; 2025Q4: 1,100 shares; 2026Q1: 950 shares 950$86K0.08%-150Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: not reported; 2026Q1: 850 shares 850$82.2K0.07%newTimeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: 299 shares 299$81.4K0.07%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: not reported; 2026Q1: 116 shares 116$75.4K0.07%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 350 shares; 2025Q3: 499 shares; 2025Q4: 350 shares; 2026Q1: 499 shares 499$73.9K0.07%+149Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: not reported; 2026Q1: 327 shares 327$73.4K0.07%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 595 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$69.4K0.06%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,681 shares; 2025Q1: 181 shares; 2025Q2: 238 shares; 2025Q3: 307 shares; 2025Q4: 25 shares; 2026Q1: 272 shares 272$67.5K0.06%+247Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 195 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 113 shares; 2026Q1: 205 shares 205$67.4K0.06%+92Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: not reported; 2026Q1: 534 shares 534$62.8K0.06%newTimeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: not reported; 2026Q1: 500 shares 500$60.4K0.05%newTimeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: not reported; 2026Q1: 193 shares 193$60.3K0.05%newTimeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 475 shares 475$60.1K0.05%-25Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 279 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$56.8K0.05%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 787 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: not reported; 2026Q1: 736 shares 736$56.8K0.05%newTimeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,358 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,158 shares; 2025Q4: 565 shares; 2026Q1: 608 shares 608$56.4K0.05%+43Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750$56K0.05%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,712 shares; 2025Q1: 1,850 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 84 shares; 2026Q1: 949 shares 949$55.5K0.05%+865Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750$53.3K0.05%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 5 shares; 2026Q1: 174 shares 174$52.6K0.05%+169Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$51.1K0.05%0Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: not reported; 2026Q1: 138 shares 138$49.5K0.04%newTimeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350$49K0.04%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,324 shares; 2025Q1: 1,124 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$48.8K0.04%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$48K0.04%0Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 14 shares 14$47.3K0.04%newTimeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: not reported; 2026Q1: 421 shares 421$46.9K0.04%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,740 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 15,355 shares; 2025Q4: 3,747 shares; 2026Q1: 915 shares 915$40.4K0.04%-2,832Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 448 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 418 shares; 2025Q4: 100 shares; 2026Q1: 333 shares 333$40.1K0.04%+233Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 570 shares; 2025Q3: 314 shares; 2025Q4: 187 shares; 2026Q1: 489 shares 489$38.9K0.04%+302Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$34.5K0.03%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 80 shares; 2026Q1: 600 shares 600$33.1K0.03%+520Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: not reported; 2026Q1: 306 shares 306$28.7K0.03%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28$27.6K0.03%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515$27.2K0.02%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 400 shares 400$27K0.02%-35Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 217 shares 217$27K0.02%-25Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: not reported; 2026Q1: 136 shares 136$27K0.02%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 823 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320$24.7K0.02%0Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$24.1K0.02%0Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares 32$21.8K0.02%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$21.8K0.02%0Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$20.3K0.02%0Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$20.2K0.02%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,855 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205$19.9K0.02%0Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 130 shares 130$14.9K0.01%-50Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 44 shares 44$14.9K0.01%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$14.6K0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148 shares 148$14.3K0.01%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$12.5K0.01%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$12.5K0.01%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 90 shares; 2025Q3: 65 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$12.2K0.01%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 60 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 40 shares 40$11.8K0.01%-10Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$11.5K0.01%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 65 shares; 2025Q4: 100 shares; 2026Q1: 75 shares 75$9.97K0.01%-25Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 77 shares; 2025Q2: 62 shares; 2025Q3: 42 shares; 2025Q4: 32 shares; 2026Q1: 27 shares 27$8.28K0.01%-5Timeline
NATOTHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 200 shares 200$7.71K0.01%+50Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$7.67K0.01%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37$7.3K0.01%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$7.24K0.01%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 75 shares 75$6.95K0.01%-75Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 50 shares 50$6.38K0.01%-26Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 45 shares; 2025Q4: 40 shares; 2026Q1: 27 shares 27$6.2K0.01%-13Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$5.82K0.01%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 50 shares; 2026Q1: 35 shares 35$5.79K0.01%-15Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$5.77K0.01%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$5.66K0.01%0Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65$5.61K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 75 shares 75$5.46K<0.01%-25Timeline
FTXGFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235$5.2K<0.01%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 85 shares; 2025Q4: 65 shares; 2026Q1: 35 shares 35$5.15K<0.01%-30Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$5.02K<0.01%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$5K<0.01%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 10 shares 10$4.96K<0.01%-5Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$4.66K<0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$4.46K<0.01%0Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$4.43K<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58$4.13K<0.01%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20$4.12K<0.01%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 15 shares 15$4.08K<0.01%-10Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 250 shares; 2025Q4: 200 shares; 2026Q1: 100 shares 100$4.08K<0.01%-100Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 8 shares 8$3.98K<0.01%-5Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$3.84K<0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 65 shares 65$3.82K<0.01%-20Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4$3.75K<0.01%0Timeline
WQTMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150$3.7K<0.01%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 10 shares; 2026Q1: 5 shares 5$3.41K<0.01%-5Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47$3.34K<0.01%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 35 shares 35$3.29K<0.01%-160Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 25 shares; 2026Q1: 15 shares 15$3.28K<0.01%-10Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$3.1K<0.01%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 20 shares; 2025Q4: 15 shares; 2026Q1: 10 shares 10$3.1K<0.01%-5Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 371 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71$2.95K<0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 15 shares 15$2.91K<0.01%-9Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 79 shares; 2026Q1: 29 shares 29$2.79K<0.01%-50Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 25 shares 25$2.79K<0.01%-15Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 10 shares 10$2.71K<0.01%-15Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$2.71K<0.01%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 60 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 15 shares 15$2.59K<0.01%-10Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 15 shares 15$2.57K<0.01%-10Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 25 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$2.15K<0.01%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 50 shares; 2025Q4: 70 shares; 2026Q1: 35 shares 35$2.14K<0.01%-35Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 25 shares 25$2.12K<0.01%-25Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$2.1K<0.01%0Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$2.09K<0.01%0Timeline
L OREAL SA ISIN #FR00001203…L OREAL SA ISIN #FR0000120321 SED…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$2.01K<0.01%0
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 15 shares 15$1.96K<0.01%-10Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 25 shares 25$1.88K<0.01%-25Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 25 shares 25$1.86K<0.01%-25Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$1.69K<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$1.63K<0.01%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 115 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$1.47K<0.01%0Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$1.26K<0.01%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 50 shares; 2025Q4: 35 shares; 2026Q1: 15 shares 15$1.23K<0.01%-20Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$1.21K<0.01%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6$1.17K<0.01%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 15 shares 15$1.08K<0.01%-30Timeline
ASPNASPEN AEROGELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$1.03K<0.01%0Timeline
QUEBECOR INC CL A MULT VTG …QUEBECOR INC CL A MULT VTG ISIN #…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 25 shares 25$1.02K<0.01%-75
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 585 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 160 shares; 2025Q4: 85 shares; 2026Q1: 35 shares 35$1K<0.01%-50Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$921<0.01%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 5 shares 5$912<0.01%-5Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 69 shares 69$905<0.01%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 11 shares 11$838<0.01%-340Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 2 shares 2$657<0.01%-3Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$563<0.01%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 75 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 5 shares 5$518<0.01%-35Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 80 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 5 shares 5$442<0.01%-25Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 54 shares; 2026Q1: 8 shares 8$209<0.01%-46Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10$150<0.01%0Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6$138<0.01%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3$111<0.01%newTimeline
MPVDFMOUNTAIN PROV DIAMONDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,001 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$79<0.01%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$48<0.01%0Timeline
NXHNEIGHBORHOOD INTELLIGENCE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$46<0.01%0Timeline
BED BATH & BEYOND INCBED BATH & BEYOND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1$1<0.01%0
CRYSTALLEX INTL CORP COM NPVCRYSTALLEX INTL CORP COM NPVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$00%0Value filed as zero, left out of ratios.
GREAT BASIN GOLD COM NPV IS…GREAT BASIN GOLD COM NPV ISIN #CA…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800$00%0Value filed as zero, left out of ratios.
SPIRE CORPSPIRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1$00%0Value filed as zero, left out of ratios.
SIBONEY CORPSIBONEY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$00%0Value filed as zero, left out of ratios.

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CVSCVS HEALTH CORP119$9.44Kshares
AZNASTRAZENECA PLC-SPONS ADR75$6.89Kshares
INTUINTUIT10$6.62Kshares
USBUS BANCORP100$5.34Kshares
DEODIAGEO PLC60$5.18Kshares
BEDFORD MASS GO MUN PURP LN…BEDFORD MASS GO MUN PURP LN BDS S…5,000$5.12Kshares
AVBAVALONBAY CMNTYS INC25$4.53Kshares
MRVLMARVELL TECHNOLOGY INC50$4.25Kshares
APDAIR PRODUCTS AND CHEMICALS I15$3.71Kshares
EMREMERSON ELEC CO25$3.32Kshares
CDNSCADENCE DESIGN SYSTEM INC10$3.13Kshares
ULUNILEVER PLC44$2.88Kshares
MSCIMSCI INC5$2.87Kshares
KMIKINDER MORGAN INC DEL100$2.75Kshares
CMGCHIPOTLE MEXICAN GRILL INC50$1.85Kshares
TTETOTALENERGIES SE25$1.64Kshares
ADSKAUTODESK INC5$1.48Kshares
HLNHALEON PLC100$1.01Kshares
EQTEQT CORP15$804shares
ESC GCI LIBERTY INC SHSESC GCI LIBERTY INC SHS67$0shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001475933-26-000002 base2026-05-08acceptance time not in the bulk data set