OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,394,371 shares; 2024Q4: 4,267,174 shares; 2025Q1: 4,163,696 shares; 2025Q2: 3,878,128 shares; 2025Q3: 3,764,126 shares; 2025Q4: 3,671,420 shares; 2026Q1: 3,433,212 shares; 2026Q2: 3,519,350 shares 3,519,350 $136M 18.57% +86,138 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,082,486 shares; 2024Q4: 2,038,129 shares; 2025Q1: 2,116,786 shares; 2025Q2: 2,187,499 shares; 2025Q3: 2,210,604 shares; 2025Q4: 2,284,140 shares; 2026Q1: 2,391,645 shares; 2026Q2: 2,465,252 shares 2,465,252 $90.8M 12.42% +73,607 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198,840 shares; 2024Q4: 1,502,290 shares; 2025Q1: 1,387,489 shares; 2025Q2: 1,494,721 shares; 2025Q3: 1,474,168 shares; 2025Q4: 1,657,263 shares; 2026Q1: 1,677,866 shares; 2026Q2: 1,740,568 shares 1,740,568 $87.6M 11.98% +62,702 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214,664 shares; 2024Q4: 1,239,732 shares; 2025Q1: 1,303,569 shares; 2025Q2: 1,373,849 shares; 2025Q3: 1,471,823 shares; 2025Q4: 1,636,647 shares; 2026Q1: 1,820,059 shares; 2026Q2: 1,832,248 shares 1,832,248 $71.8M 9.82% +12,189 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191,678 shares; 2024Q4: 1,218,070 shares; 2025Q1: 1,253,292 shares; 2025Q2: 1,352,041 shares; 2025Q3: 1,359,617 shares; 2025Q4: 1,418,804 shares; 2026Q1: 1,507,348 shares; 2026Q2: 1,583,859 shares 1,583,859 $70.3M 9.61% +76,511 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 573,696 shares 573,696 $29M 3.97% new Timeline HAP 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: 194,138 shares; 2024Q4: 432,039 shares; 2025Q1: 423,626 shares; 2025Q2: 406,686 shares; 2025Q3: 399,026 shares; 2025Q4: 394,182 shares; 2026Q1: 380,245 shares; 2026Q2: 372,552 shares 372,552 $25.6M 3.5% -7,693 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: 66,499 shares; 2024Q4: 64,498 shares; 2025Q1: 58,797 shares; 2025Q2: 60,797 shares; 2025Q3: 55,004 shares; 2025Q4: 54,853 shares; 2026Q1: 57,848 shares; 2026Q2: 57,763 shares 57,763 $16.7M 2.29% -85 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: 41,791 shares; 2024Q4: 41,438 shares; 2025Q1: 41,053 shares; 2025Q2: 41,918 shares; 2025Q3: 40,134 shares; 2025Q4: 38,275 shares; 2026Q1: 38,611 shares; 2026Q2: 39,977 shares 39,977 $14.9M 2.04% +1,366 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,964 shares; 2024Q4: 57,186 shares; 2025Q1: 71,312 shares; 2025Q2: 101,954 shares; 2025Q3: 127,362 shares; 2025Q4: 139,272 shares; 2026Q1: 154,556 shares; 2026Q2: 154,034 shares 154,034 $12.6M 1.73% -522 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,733 shares; 2024Q4: 207,348 shares; 2025Q1: 188,912 shares; 2025Q2: 171,985 shares; 2025Q3: 168,366 shares; 2025Q4: 162,297 shares; 2026Q1: 151,645 shares; 2026Q2: 150,109 shares 150,109 $11.3M 1.55% -1,536 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,117 shares; 2024Q4: 42,818 shares; 2025Q1: 46,884 shares; 2025Q2: 51,610 shares; 2025Q3: 52,161 shares; 2025Q4: 49,434 shares; 2026Q1: 47,316 shares; 2026Q2: 45,061 shares 45,061 $10.9M 1.49% -2,255 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: 4,334 shares; 2024Q4: 4,491 shares; 2025Q1: 4,495 shares; 2025Q2: 5,082 shares; 2025Q3: 9,710 shares; 2025Q4: 9,682 shares; 2026Q1: 10,950 shares; 2026Q2: 12,336 shares 12,336 $9.21M 1.26% +1,386 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,780 shares; 2024Q4: 154,597 shares; 2025Q1: 158,457 shares; 2025Q2: 159,465 shares; 2025Q3: 154,544 shares; 2025Q4: 155,679 shares; 2026Q1: 149,254 shares; 2026Q2: 150,195 shares 150,195 $7.76M 1.06% +941 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: 25,350 shares; 2024Q4: 25,351 shares; 2025Q1: 24,321 shares; 2025Q2: 23,574 shares; 2025Q3: 23,575 shares; 2025Q4: 23,202 shares; 2026Q1: 23,056 shares; 2026Q2: 23,346 shares 23,346 $5.52M 0.76% +290 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: 4,429 shares; 2024Q4: 4,435 shares; 2025Q1: 5,223 shares; 2025Q2: 8,019 shares; 2025Q3: 7,013 shares; 2025Q4: 7,017 shares; 2026Q1: 7,363 shares; 2026Q2: 7,380 shares 7,380 $5.43M 0.74% +17 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,523 shares; 2024Q4: 263,108 shares; 2025Q1: 262,123 shares; 2025Q2: 256,253 shares; 2025Q3: 252,653 shares; 2025Q4: 245,244 shares; 2026Q1: 243,871 shares; 2026Q2: 236,547 shares 236,547 $5.25M 0.72% -7,324 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: 18,714 shares; 2024Q4: 18,474 shares; 2025Q1: 19,136 shares; 2025Q2: 19,619 shares; 2025Q3: 19,335 shares; 2025Q4: 19,509 shares; 2026Q1: 19,365 shares; 2026Q2: 19,886 shares 19,886 $4.74M 0.65% +521 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,973 shares; 2024Q4: 81,798 shares; 2025Q1: 77,524 shares; 2025Q2: 75,578 shares; 2025Q3: 71,024 shares; 2025Q4: 68,244 shares; 2026Q1: 62,040 shares; 2026Q2: 62,550 shares 62,550 $4.72M 0.65% +510 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: 22,942 shares; 2024Q4: 20,430 shares; 2025Q1: 21,702 shares; 2025Q2: 21,657 shares; 2025Q3: 18,184 shares; 2025Q4: 16,970 shares; 2026Q1: 17,588 shares; 2026Q2: 23,426 shares 23,426 $4.69M 0.64% +5,838 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: 11,665 shares; 2024Q4: 12,120 shares; 2025Q1: 12,265 shares; 2025Q2: 12,368 shares; 2025Q3: 12,708 shares; 2025Q4: 12,146 shares; 2026Q1: 11,874 shares; 2026Q2: 12,542 shares 12,542 $4.48M 0.61% +668 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: 11,570 shares; 2024Q4: 11,574 shares; 2025Q1: 11,669 shares; 2025Q2: 12,673 shares; 2025Q3: 11,782 shares; 2025Q4: 11,373 shares; 2026Q1: 10,818 shares; 2026Q2: 10,708 shares 10,708 $3.51M 0.48% -110 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: 8,113 shares; 2024Q4: 7,515 shares; 2025Q1: 23,095 shares; 2025Q2: 22,422 shares; 2025Q3: 21,958 shares; 2025Q4: 21,983 shares; 2026Q1: 23,093 shares; 2026Q2: 22,608 shares 22,608 $3.32M 0.45% -485 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: 30,251 shares; 2024Q4: 28,211 shares; 2025Q1: 27,394 shares; 2025Q2: 26,360 shares; 2025Q3: 26,139 shares; 2025Q4: 25,618 shares; 2026Q1: 25,890 shares; 2026Q2: 26,158 shares 26,158 $3.07M 0.42% +268 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: 10,396 shares; 2024Q4: 10,217 shares; 2025Q1: 9,955 shares; 2025Q2: 10,102 shares; 2025Q3: 9,599 shares; 2025Q4: 9,563 shares; 2026Q1: 8,550 shares; 2026Q2: 8,569 shares 8,569 $3.03M 0.41% +19 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: 23,001 shares; 2024Q4: 23,271 shares; 2025Q1: 23,159 shares; 2025Q2: 23,240 shares; 2025Q3: 23,330 shares; 2025Q4: 26,562 shares; 2026Q1: 31,306 shares; 2026Q2: 30,045 shares 30,045 $2.9M 0.4% -1,261 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: 9,187 shares; 2024Q4: 9,355 shares; 2025Q1: 9,447 shares; 2025Q2: 9,722 shares; 2025Q3: 9,495 shares; 2025Q4: 9,429 shares; 2026Q1: 9,562 shares; 2026Q2: 9,961 shares 9,961 $2.51M 0.34% +399 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: 3,870 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares; 2026Q2: 19,078 shares 19,078 $2.37M 0.32% +14,342 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: 5,909 shares; 2024Q4: 5,880 shares; 2025Q1: 6,478 shares; 2025Q2: 6,381 shares; 2025Q3: 6,155 shares; 2025Q4: 5,983 shares; 2026Q1: 6,483 shares; 2026Q2: 6,352 shares 6,352 $2.3M 0.31% -131 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,384 shares; 2024Q4: 2,718 shares; 2025Q1: 2,728 shares; 2025Q2: 2,659 shares; 2025Q3: 2,647 shares; 2025Q4: 2,960 shares; 2026Q1: 3,286 shares; 2026Q2: 2,767 shares 2,767 $2.07M 0.28% -519 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: 5,065 shares; 2024Q4: 5,035 shares; 2025Q1: 5,030 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,730 shares; 2026Q2: 5,039 shares 5,039 $2.06M 0.28% +309 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,771 shares; 2025Q1: 3,787 shares; 2025Q2: 4,701 shares; 2025Q3: 3,771 shares; 2025Q4: 3,757 shares; 2026Q1: 3,929 shares; 2026Q2: 3,929 shares 3,929 $2.05M 0.28% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,518 shares; 2024Q4: 32,637 shares; 2025Q1: 32,660 shares; 2025Q2: 32,762 shares; 2025Q3: 32,865 shares; 2025Q4: 32,964 shares; 2026Q1: 33,058 shares; 2026Q2: 33,148 shares 33,148 $1.96M 0.27% +90 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: 4,108 shares; 2024Q4: 4,179 shares; 2025Q1: 4,469 shares; 2025Q2: 4,396 shares; 2025Q3: 4,291 shares; 2025Q4: 4,384 shares; 2026Q1: 4,585 shares; 2026Q2: 5,025 shares 5,025 $1.9M 0.26% +440 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: 4,131 shares; 2024Q4: 4,751 shares; 2025Q1: 5,015 shares; 2025Q2: 4,995 shares; 2025Q3: 5,313 shares; 2025Q4: 5,611 shares; 2026Q1: 6,061 shares; 2026Q2: 4,966 shares 4,966 $1.84M 0.25% -1,095 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: 4,710 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 12,020 shares; 2025Q4: 12,607 shares; 2026Q1: 12,607 shares; 2026Q2: 12,956 shares 12,956 $1.78M 0.24% +349 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: 2,104 shares; 2024Q4: 4,203 shares; 2025Q1: 4,084 shares; 2025Q2: 4,407 shares; 2025Q3: 2,850 shares; 2025Q4: 2,729 shares; 2026Q1: 2,721 shares; 2026Q2: 2,564 shares 2,564 $1.76M 0.24% -157 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: 3,665 shares; 2024Q4: 3,662 shares; 2025Q1: 3,842 shares; 2025Q2: 4,133 shares; 2025Q3: 3,759 shares; 2025Q4: 3,772 shares; 2026Q1: 3,928 shares; 2026Q2: 4,702 shares 4,702 $1.61M 0.22% +774 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: 2,347 shares; 2024Q4: 2,411 shares; 2025Q1: 2,653 shares; 2025Q2: 2,540 shares; 2025Q3: 2,681 shares; 2025Q4: 3,090 shares; 2026Q1: 2,550 shares; 2026Q2: 2,687 shares 2,687 $1.51M 0.21% +137 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: 5,923 shares; 2024Q4: 5,924 shares; 2025Q1: 5,872 shares; 2025Q2: 5,381 shares; 2025Q3: 5,397 shares; 2025Q4: 4,734 shares; 2026Q1: 5,490 shares; 2026Q2: 5,909 shares 5,909 $1.5M 0.21% +419 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458 shares; 2024Q4: 3,466 shares; 2025Q1: 3,525 shares; 2025Q2: 3,848 shares; 2025Q3: 3,749 shares; 2025Q4: 3,521 shares; 2026Q1: 3,353 shares; 2026Q2: 4,132 shares 4,132 $1.46M 0.2% +779 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: 7,915 shares; 2024Q4: 7,918 shares; 2025Q1: 8,974 shares; 2025Q2: 9,351 shares; 2025Q3: 9,260 shares; 2025Q4: 9,262 shares; 2026Q1: 9,740 shares; 2026Q2: 8,899 shares 8,899 $1.41M 0.19% -841 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: 10,722 shares; 2024Q4: 10,659 shares; 2025Q1: 9,942 shares; 2025Q2: 10,217 shares; 2025Q3: 8,743 shares; 2025Q4: 9,388 shares; 2026Q1: 10,063 shares; 2026Q2: 10,184 shares 10,184 $1.39M 0.19% +121 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,651 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,190 shares 17,190 $1.3M 0.18% new 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: 9,670 shares; 2024Q4: 9,372 shares; 2025Q1: 8,847 shares; 2025Q2: 8,726 shares; 2025Q3: 8,343 shares; 2025Q4: 8,233 shares; 2026Q1: 8,353 shares; 2026Q2: 8,480 shares 8,480 $1.24M 0.17% +127 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares; 2026Q2: 3,445 shares 3,445 $1.18M 0.16% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,069 shares; 2024Q4: 37,604 shares; 2025Q1: 37,981 shares; 2025Q2: 38,280 shares; 2025Q3: 38,587 shares; 2025Q4: 36,094 shares; 2026Q1: 36,357 shares; 2026Q2: 36,618 shares 36,618 $1.17M 0.16% +261 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: 1,300 shares; 2024Q4: 1,288 shares; 2025Q1: 1,162 shares; 2025Q2: 1,397 shares; 2025Q3: 1,185 shares; 2025Q4: 1,126 shares; 2026Q1: 964 shares; 2026Q2: 1,201 shares 1,201 $1.12M 0.15% +237 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 756 shares; 2025Q2: 870 shares; 2025Q3: 760 shares; 2025Q4: 771 shares; 2026Q1: 1,477 shares; 2026Q2: 905 shares 905 $1.09M 0.15% -572 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 5,819 shares; 2025Q1: 5,053 shares; 2025Q2: 4,621 shares; 2025Q3: 2,540 shares; 2025Q4: 2,572 shares; 2026Q1: 3,016 shares; 2026Q2: 2,790 shares 2,790 $1.03M 0.14% -226 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: 7,367 shares; 2024Q4: 7,359 shares; 2025Q1: 7,426 shares; 2025Q2: 7,003 shares; 2025Q3: 7,045 shares; 2025Q4: 7,237 shares; 2026Q1: 6,933 shares; 2026Q2: 7,531 shares 7,531 $968K 0.13% +598 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 3,752 shares; 2025Q1: 3,695 shares; 2025Q2: 3,895 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares; 2026Q2: 4,497 shares 4,497 $957K 0.13% +407 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,106 shares; 2024Q4: 45,789 shares; 2025Q1: 46,382 shares; 2025Q2: 50,104 shares; 2025Q3: 47,800 shares; 2025Q4: 48,567 shares; 2026Q1: 49,267 shares; 2026Q2: 49,938 shares 49,938 $955K 0.13% +671 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,141 shares; 2024Q4: 34,955 shares; 2025Q1: 32,512 shares; 2025Q2: 29,704 shares; 2025Q3: 25,656 shares; 2025Q4: 24,108 shares; 2026Q1: 22,251 shares; 2026Q2: 22,362 shares 22,362 $899K 0.12% +111 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,470 shares; 2024Q4: 22,686 shares; 2025Q1: 22,896 shares; 2025Q2: 30,575 shares; 2025Q3: 23,351 shares; 2025Q4: 23,732 shares; 2026Q1: 24,194 shares; 2026Q2: 24,397 shares 24,397 $897K 0.12% +203 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: 3,851 shares; 2024Q4: 3,853 shares; 2025Q1: 3,759 shares; 2025Q2: 3,762 shares; 2025Q3: 3,764 shares; 2025Q4: 3,776 shares; 2026Q1: 4,527 shares; 2026Q2: 4,613 shares 4,613 $875K 0.12% +86 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,472 shares; 2025Q2: 3,447 shares; 2025Q3: 3,054 shares; 2025Q4: 2,855 shares; 2026Q1: 2,899 shares; 2026Q2: 2,903 shares 2,903 $865K 0.12% +4 Timeline INTC INTEL CORP More: the full row for INTEL 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: 6,126 shares 6,126 $855K 0.12% new 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: 3,550 shares; 2024Q4: 3,552 shares; 2025Q1: 3,405 shares; 2025Q2: 3,542 shares; 2025Q3: 3,426 shares; 2025Q4: 2,976 shares; 2026Q1: 4,015 shares; 2026Q2: 4,801 shares 4,801 $796K 0.11% +786 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: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,233 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 3,493 shares; 2026Q2: 3,493 shares 3,493 $779K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $729K 0.1% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares; 2026Q2: 613 shares 613 $708K 0.1% -34 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 621 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 595 shares; 2026Q1: 684 shares; 2026Q2: 646 shares 646 $687K 0.09% -38 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: 6,123 shares; 2024Q4: 6,127 shares; 2025Q1: 6,234 shares; 2025Q2: 10,948 shares; 2025Q3: 4,611 shares; 2025Q4: 4,615 shares; 2026Q1: 8,667 shares; 2026Q2: 8,819 shares 8,819 $680K 0.09% +152 Timeline MLPA 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: 12,626 shares; 2024Q4: 12,626 shares; 2025Q1: 12,626 shares; 2025Q2: 12,626 shares; 2025Q3: 12,626 shares; 2025Q4: 12,626 shares; 2026Q1: 12,626 shares; 2026Q2: 12,626 shares 12,626 $670K 0.09% 0 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: 2,986 shares 2,986 $669K 0.09% 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: 3,000 shares 3,000 $663K 0.09% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,209 shares; 2024Q4: 7,313 shares; 2025Q1: 7,380 shares; 2025Q2: 7,371 shares; 2025Q3: 7,434 shares; 2025Q4: 7,502 shares; 2026Q1: 7,561 shares; 2026Q2: 7,617 shares 7,617 $662K 0.09% +56 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,876 shares; 2024Q4: 9,941 shares; 2025Q1: 9,741 shares; 2025Q2: 9,741 shares; 2025Q3: 9,631 shares; 2025Q4: 9,631 shares; 2026Q1: 9,631 shares; 2026Q2: 9,631 shares 9,631 $659K 0.09% 0 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: 1,867 shares; 2024Q4: 1,937 shares; 2025Q1: 2,059 shares; 2025Q2: 2,212 shares; 2025Q3: 2,230 shares; 2025Q4: 2,252 shares; 2026Q1: 2,345 shares; 2026Q2: 2,322 shares 2,322 $653K 0.09% -23 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: 11,643 shares; 2024Q4: 11,765 shares; 2025Q1: 15,354 shares; 2025Q2: 10,921 shares; 2025Q3: 11,165 shares; 2025Q4: 10,543 shares; 2026Q1: 9,026 shares; 2026Q2: 10,787 shares 10,787 $644K 0.09% +1,761 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,207 shares; 2025Q4: 9,207 shares; 2026Q1: 10,714 shares; 2026Q2: 10,714 shares 10,714 $632K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 3,225 shares; 2026Q1: 2,649 shares; 2026Q2: 2,759 shares 2,759 $626K 0.09% +110 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: 480 shares; 2024Q4: 477 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 533 shares; 2025Q4: 539 shares; 2026Q1: 573 shares; 2026Q2: 617 shares 617 $624K 0.09% +44 Timeline SCHX 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: 7,059 shares; 2024Q4: 20,121 shares; 2025Q1: 19,734 shares; 2025Q2: 19,739 shares; 2025Q3: 20,807 shares; 2025Q4: 20,812 shares; 2026Q1: 20,818 shares; 2026Q2: 20,945 shares 20,945 $616K 0.08% +127 Timeline EMC 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: 22,386 shares; 2024Q4: 21,138 shares; 2025Q1: 21,256 shares; 2025Q2: 21,202 shares; 2025Q3: 21,267 shares; 2025Q4: 16,348 shares; 2026Q1: 16,314 shares; 2026Q2: 16,314 shares 16,314 $614K 0.08% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,968 shares; 2025Q1: 10,804 shares; 2025Q2: 10,861 shares; 2025Q3: 10,761 shares; 2025Q4: 9,891 shares; 2026Q1: 8,962 shares; 2026Q2: 8,997 shares 8,997 $606K 0.08% +35 Timeline MGK 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 923 shares; 2026Q2: 6,805 shares 6,805 $598K 0.08% +5,882 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,944 shares; 2025Q1: not reported; 2025Q2: 11,306 shares; 2025Q3: 7,885 shares; 2025Q4: 8,873 shares; 2026Q1: 11,053 shares; 2026Q2: 11,029 shares 11,029 $590K 0.08% -24 Timeline BBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,676 shares; 2025Q4: 7,676 shares; 2026Q1: 7,676 shares; 2026Q2: 7,777 shares 7,777 $586K 0.08% +101 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,313 shares; 2024Q4: 7,461 shares; 2025Q1: 7,407 shares; 2025Q2: 7,666 shares; 2025Q3: 7,519 shares; 2025Q4: 7,666 shares; 2026Q1: 6,878 shares; 2026Q2: 6,973 shares 6,973 $574K 0.08% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 7,286 shares; 2026Q2: 6,886 shares 6,886 $570K 0.08% -400 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,904 shares; 2026Q1: 3,635 shares; 2026Q2: 6,297 shares 6,297 $538K 0.07% +2,662 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: 5,978 shares; 2024Q4: 5,985 shares; 2025Q1: 5,987 shares; 2025Q2: 5,190 shares; 2025Q3: 6,021 shares; 2025Q4: 4,742 shares; 2026Q1: 5,975 shares; 2026Q2: 7,158 shares 7,158 $510K 0.07% +1,183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,946 shares; 2026Q2: 5,742 shares 5,742 $504K 0.07% -204 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: 2,178 shares; 2024Q4: 2,249 shares; 2025Q1: 1,319 shares; 2025Q2: 1,060 shares; 2025Q3: 1,059 shares; 2025Q4: 1,067 shares; 2026Q1: 1,159 shares; 2026Q2: 1,194 shares 1,194 $502K 0.07% +35 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: 5,688 shares; 2024Q4: 5,813 shares; 2025Q1: 6,004 shares; 2025Q2: 5,655 shares; 2025Q3: 5,657 shares; 2025Q4: 5,142 shares; 2026Q1: 4,968 shares; 2026Q2: 4,994 shares 4,994 $481K 0.07% +26 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,308 shares; 2025Q1: 1,365 shares; 2025Q2: 1,311 shares; 2025Q3: 1,312 shares; 2025Q4: 1,643 shares; 2026Q1: 1,644 shares; 2026Q2: 2,163 shares 2,163 $475K 0.06% +519 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,566 shares; 2024Q4: 11,275 shares; 2025Q1: 9,438 shares; 2025Q2: 9,329 shares; 2025Q3: 9,598 shares; 2025Q4: 14,947 shares; 2026Q1: 14,702 shares; 2026Q2: 14,879 shares 14,879 $474K 0.06% +177 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: 776 shares; 2024Q4: 776 shares; 2025Q1: 820 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 807 shares; 2026Q1: 892 shares; 2026Q2: 898 shares 898 $461K 0.06% +6 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: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,089 shares; 2025Q2: 1,549 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,064 shares; 2026Q2: 1,125 shares 1,125 $447K 0.06% +61 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,607 shares 2,607 $443K 0.06% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,497 shares; 2025Q2: 1,488 shares; 2025Q3: 1,481 shares; 2025Q4: 1,487 shares; 2026Q1: 1,481 shares; 2026Q2: 4,866 shares 4,866 $419K 0.06% +3,385 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: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,896 shares; 2026Q2: 5,171 shares 5,171 $417K 0.06% +3,275 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: 3,968 shares; 2024Q4: 3,968 shares; 2025Q1: 3,948 shares; 2025Q2: 8,333 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,948 shares; 2026Q2: 3,948 shares 3,948 $410K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,397 shares; 2024Q4: 12,407 shares; 2025Q1: 11,716 shares; 2025Q2: 11,516 shares; 2025Q3: 11,437 shares; 2025Q4: 11,426 shares; 2026Q1: 6,408 shares; 2026Q2: 6,708 shares 6,708 $382K 0.05% +300 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: 1,754 shares; 2024Q4: 1,762 shares; 2025Q1: 1,862 shares; 2025Q2: 1,869 shares; 2025Q3: 1,874 shares; 2025Q4: 1,881 shares; 2026Q1: 2,067 shares; 2026Q2: 2,098 shares 2,098 $380K 0.05% +31 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,128 shares; 2024Q4: 14,128 shares; 2025Q1: 14,128 shares; 2025Q2: 14,138 shares; 2025Q3: 13,796 shares; 2025Q4: 13,694 shares; 2026Q1: 13,689 shares; 2026Q2: 12,912 shares 12,912 $380K 0.05% -777 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,241 shares 7,241 $379K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO 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: 583 shares; 2026Q2: 586 shares 586 $372K 0.05% +3 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 7,293 shares; 2025Q3: 7,836 shares; 2025Q4: 7,720 shares; 2026Q1: 7,923 shares; 2026Q2: 7,925 shares 7,925 $370K 0.05% +2 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares; 2026Q2: 767 shares 767 $366K 0.05% +8 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,494 shares 5,494 $360K 0.05% new Timeline BBCA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares; 2026Q1: 3,659 shares; 2026Q2: 3,595 shares 3,595 $357K 0.05% -64 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 373 shares; 2026Q2: 2,984 shares 2,984 $357K 0.05% +2,611 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: 295 shares; 2025Q1: 373 shares; 2025Q2: 319 shares; 2025Q3: 329 shares; 2025Q4: 3,323 shares; 2026Q1: 4,767 shares; 2026Q2: 4,867 shares 4,867 $348K 0.05% +100 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,768 shares; 2024Q4: 6,771 shares; 2025Q1: 6,656 shares; 2025Q2: 7,190 shares; 2025Q3: 2,574 shares; 2025Q4: 2,598 shares; 2026Q1: 2,611 shares; 2026Q2: 3,388 shares 3,388 $346K 0.05% +777 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $344K 0.05% 0 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $343K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO 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: 1,337 shares; 2025Q4: 1,265 shares; 2026Q1: 1,315 shares; 2026Q2: 1,316 shares 1,316 $343K 0.05% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,651 shares; 2025Q1: 1,626 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,563 shares 1,563 $338K 0.05% +182 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 3,264 shares; 2025Q1: 3,266 shares; 2025Q2: 3,198 shares; 2025Q3: 3,200 shares; 2025Q4: 3,202 shares; 2026Q1: 3,258 shares; 2026Q2: 3,372 shares 3,372 $338K 0.05% +114 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,884 shares 9,884 $334K 0.05% new Timeline BBEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,290 shares; 2026Q1: 4,162 shares; 2026Q2: 4,287 shares 4,287 $333K 0.05% +125 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: 2,231 shares; 2024Q4: 2,236 shares; 2025Q1: 1,942 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 2,182 shares; 2026Q2: 2,217 shares 2,217 $329K 0.04% +35 Timeline XNTK 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: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $313K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,648 shares 3,648 $301K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,663 shares; 2025Q1: 2,673 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares; 2026Q2: 2,545 shares 2,545 $299K 0.04% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares; 2026Q2: 1,928 shares 1,928 $298K 0.04% -100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $279K 0.04% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,018 shares; 2024Q4: 5,039 shares; 2025Q1: 5,081 shares; 2025Q2: 5,100 shares; 2025Q3: 5,147 shares; 2025Q4: 4,555 shares; 2026Q1: 3,202 shares; 2026Q2: 2,489 shares 2,489 $278K 0.04% -713 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,893 shares; 2026Q2: 9,943 shares 9,943 $275K 0.04% +1,050 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: 2,058 shares; 2024Q4: 2,060 shares; 2025Q1: 2,099 shares; 2025Q2: 2,051 shares; 2025Q3: 2,053 shares; 2025Q4: 2,076 shares; 2026Q1: 1,987 shares; 2026Q2: 1,477 shares 1,477 $273K 0.04% -510 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,078 shares; 2026Q2: 4,661 shares 4,661 $270K 0.04% +583 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,140 shares; 2025Q1: 1,161 shares; 2025Q2: 1,439 shares; 2025Q3: 1,141 shares; 2025Q4: 951 shares; 2026Q1: 952 shares; 2026Q2: 972 shares 972 $264K 0.04% +20 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 6,289 shares; 2025Q4: 6,289 shares; 2026Q1: 6,289 shares; 2026Q2: 6,574 shares 6,574 $264K 0.04% +285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 985 shares; 2025Q4: 1,009 shares; 2026Q1: not reported; 2026Q2: 699 shares 699 $261K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 1,850 shares 1,850 $259K 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $256K 0.04% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,802 shares 1,802 $252K 0.03% new Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 2,903 shares; 2026Q1: not reported; 2026Q2: 3,653 shares 3,653 $249K 0.03% new Timeline SOXX 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: 389 shares 389 $249K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,625 shares; 2026Q2: 2,198 shares 2,198 $249K 0.03% +573 Timeline QQEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545 $247K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,930 shares; 2026Q2: 10,001 shares 10,001 $246K 0.03% +2,071 Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,946 shares; 2024Q4: 17,946 shares; 2025Q1: 17,946 shares; 2025Q2: 17,946 shares; 2025Q3: 17,946 shares; 2025Q4: 17,946 shares; 2026Q1: 17,946 shares; 2026Q2: 17,946 shares 17,946 $242K 0.03% 0 Timeline BBAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,920 shares; 2026Q2: 4,023 shares 4,023 $241K 0.03% +103 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,812 shares; 2026Q2: 1,883 shares 1,883 $238K 0.03% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 408 shares 408 $237K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,536 shares 1,536 $236K 0.03% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,275 shares 4,275 $235K 0.03% new Timeline MGV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $234K 0.03% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: 2,833 shares; 2026Q2: 2,848 shares 2,848 $233K 0.03% +15 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,555 shares; 2026Q2: 5,349 shares 5,349 $231K 0.03% +794 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,609 shares; 2024Q4: 7,609 shares; 2025Q1: 7,609 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares; 2025Q4: 7,609 shares; 2026Q1: not reported; 2026Q2: 7,609 shares 7,609 $230K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 782 shares; 2025Q4: 789 shares; 2026Q1: 654 shares; 2026Q2: 845 shares 845 $228K 0.03% +191 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,581 shares; 2025Q1: 3,598 shares; 2025Q2: 3,626 shares; 2025Q3: 3,654 shares; 2025Q4: 3,690 shares; 2026Q1: 3,708 shares; 2026Q2: 3,956 shares 3,956 $228K 0.03% +248 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 8,350 shares; 2025Q4: 8,666 shares; 2026Q1: 4,432 shares; 2026Q2: 4,432 shares 4,432 $224K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,743 shares; 2025Q1: 2,771 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares; 2026Q2: 2,674 shares 2,674 $217K 0.03% 0 Timeline MUB 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: 1,970 shares 1,970 $212K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,992 shares; 2024Q4: 2,993 shares; 2025Q1: not reported; 2025Q2: 2,794 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,847 shares 2,847 $209K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 2,569 shares; 2026Q2: 2,569 shares 2,569 $206K 0.03% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 707 shares 707 $206K 0.03% new 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: 2,245 shares; 2024Q4: 2,087 shares; 2025Q1: 2,191 shares; 2025Q2: 3,113 shares; 2025Q3: 2,115 shares; 2025Q4: 2,137 shares; 2026Q1: 2,499 shares; 2026Q2: 2,271 shares 2,271 $206K 0.03% -228 Timeline MTUM 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: 598 shares 598 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,503 shares 6,503 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $202K 0.03% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,044 shares 11,044 $104K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,112 shares; 2026Q2: 12,118 shares 12,118 $68.6K 0.01% +6 Timeline TELO TELOMIR PHARMACEUTICALS INC More: the full row for TELOMIR PHARMACEUTICALS 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: 12,658 shares; 2026Q1: 12,658 shares; 2026Q2: 12,658 shares 12,658 $16.2K <0.01% 0 Timeline