AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,985 shares; 2024Q4: 43,050 shares; 2025Q1: 37,815 shares; 2025Q2: 37,112 shares; 2025Q3: 37,982 shares; 2025Q4: 170,265 shares; 2026Q1: 170,789 shares; 2026Q2: 182,676 shares 182,676 $52.9M 9.19% +11,887 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: 148,385 shares; 2024Q4: 145,399 shares; 2025Q1: 157,825 shares; 2025Q2: 170,610 shares; 2025Q3: 215,562 shares; 2025Q4: 231,513 shares; 2026Q1: 241,612 shares; 2026Q2: 262,705 shares 262,705 $18.7M 3.26% +21,093 Timeline SDY 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: 62,663 shares; 2024Q4: 68,330 shares; 2025Q1: 74,311 shares; 2025Q2: 79,205 shares; 2025Q3: 81,104 shares; 2025Q4: 83,962 shares; 2026Q1: 91,692 shares; 2026Q2: 92,839 shares 92,839 $14.1M 2.46% +1,147 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: 54,149 shares; 2024Q4: 230,368 shares; 2025Q1: 265,271 shares; 2025Q2: 291,723 shares; 2025Q3: 307,080 shares; 2025Q4: 315,675 shares; 2026Q1: 317,714 shares; 2026Q2: 341,337 shares 341,337 $11.6M 2.01% +23,623 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: 30,424 shares; 2024Q4: 30,305 shares; 2025Q1: 26,627 shares; 2025Q2: 26,725 shares; 2025Q3: 25,922 shares; 2025Q4: 29,000 shares; 2026Q1: 28,476 shares; 2026Q2: 33,369 shares 33,369 $10.9M 1.9% +4,893 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,237 shares; 2024Q4: 239,597 shares; 2025Q1: 261,329 shares; 2025Q2: 281,793 shares; 2025Q3: 299,105 shares; 2025Q4: 312,579 shares; 2026Q1: 325,088 shares; 2026Q2: 343,606 shares 343,606 $10.9M 1.89% +18,518 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: 57,572 shares; 2024Q4: 58,537 shares; 2025Q1: 61,034 shares; 2025Q2: 66,546 shares; 2025Q3: 82,466 shares; 2025Q4: 83,177 shares; 2026Q1: 97,828 shares; 2026Q2: 100,579 shares 100,579 $9.71M 1.69% +2,751 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: 13,475 shares; 2024Q4: 13,267 shares; 2025Q1: 13,162 shares; 2025Q2: 13,127 shares; 2025Q3: 12,966 shares; 2025Q4: 13,059 shares; 2026Q1: 13,035 shares; 2026Q2: 12,902 shares 12,902 $9.66M 1.68% -133 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: 35,728 shares; 2024Q4: 37,570 shares; 2025Q1: 40,495 shares; 2025Q2: 42,805 shares; 2025Q3: 45,002 shares; 2025Q4: 48,133 shares; 2026Q1: 50,165 shares; 2026Q2: 56,357 shares 56,357 $8.91M 1.55% +6,192 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: 16,049 shares; 2024Q4: 16,146 shares; 2025Q1: 15,897 shares; 2025Q2: 15,732 shares; 2025Q3: 15,761 shares; 2025Q4: 19,246 shares; 2026Q1: 20,706 shares; 2026Q2: 23,508 shares 23,508 $8.77M 1.53% +2,802 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: 14,637 shares; 2024Q4: 12,512 shares; 2025Q1: 12,471 shares; 2025Q2: 12,053 shares; 2025Q3: 12,018 shares; 2025Q4: 11,912 shares; 2026Q1: 14,564 shares; 2026Q2: 100,333 shares 100,333 $8.64M 1.5% +85,769 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: 53,259 shares; 2024Q4: 55,503 shares; 2025Q1: 57,026 shares; 2025Q2: 54,554 shares; 2025Q3: 52,572 shares; 2025Q4: 53,263 shares; 2026Q1: 52,098 shares; 2026Q2: 56,635 shares 56,635 $7.79M 1.35% +4,537 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: 12,897 shares; 2024Q4: 12,153 shares; 2025Q1: 11,759 shares; 2025Q2: 11,875 shares; 2025Q3: 10,449 shares; 2025Q4: 14,157 shares; 2026Q1: 17,478 shares; 2026Q2: 20,135 shares 20,135 $7.2M 1.25% +2,657 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,857 shares; 2024Q4: 13,470 shares; 2025Q1: 13,438 shares; 2025Q2: 13,159 shares; 2025Q3: 13,249 shares; 2025Q4: 14,612 shares; 2026Q1: 13,491 shares; 2026Q2: 14,176 shares 14,176 $7.09M 1.23% +685 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: 79,794 shares; 2024Q4: 79,452 shares; 2025Q1: 81,126 shares; 2025Q2: 77,399 shares; 2025Q3: 77,102 shares; 2025Q4: 79,882 shares; 2026Q1: 83,083 shares; 2026Q2: 88,186 shares 88,186 $6.8M 1.18% +5,103 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,360 shares; 2024Q4: 43,278 shares; 2025Q1: 46,137 shares; 2025Q2: 48,028 shares; 2025Q3: 49,697 shares; 2025Q4: 51,710 shares; 2026Q1: 53,761 shares; 2026Q2: 115,425 shares 115,425 $6.48M 1.13% +61,664 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: 41,931 shares; 2024Q4: 44,629 shares; 2025Q1: 43,311 shares; 2025Q2: 42,032 shares; 2025Q3: 41,940 shares; 2025Q4: 42,723 shares; 2026Q1: 43,805 shares; 2026Q2: 43,366 shares 43,366 $6.43M 1.12% -439 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: 17,615 shares; 2024Q4: 15,544 shares; 2025Q1: 13,881 shares; 2025Q2: 12,621 shares; 2025Q3: 12,191 shares; 2025Q4: 22,224 shares; 2026Q1: 20,107 shares; 2026Q2: 31,284 shares 31,284 $6.26M 1.09% +11,177 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,554 shares; 2024Q4: 59,552 shares; 2025Q1: 59,697 shares; 2025Q2: 59,724 shares; 2025Q3: 60,434 shares; 2025Q4: 72,629 shares; 2026Q1: 73,509 shares; 2026Q2: 73,805 shares 73,805 $6M 1.04% +296 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: 12,080 shares; 2024Q4: 12,219 shares; 2025Q1: 11,651 shares; 2025Q2: 12,903 shares; 2025Q3: 12,144 shares; 2025Q4: 18,077 shares; 2026Q1: 20,676 shares; 2026Q2: 24,322 shares 24,322 $5.8M 1.01% +3,646 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: 14,958 shares; 2024Q4: 14,883 shares; 2025Q1: 14,989 shares; 2025Q2: 15,343 shares; 2025Q3: 15,658 shares; 2025Q4: 20,757 shares; 2026Q1: 21,075 shares; 2026Q2: 22,564 shares 22,564 $5.73M 1% +1,489 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: 35,818 shares; 2024Q4: 34,608 shares; 2025Q1: 34,544 shares; 2025Q2: 34,979 shares; 2025Q3: 35,407 shares; 2025Q4: 39,455 shares; 2026Q1: 39,842 shares; 2026Q2: 39,937 shares 39,937 $5.46M 0.95% +95 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: not reported; 2026Q1: 57,088 shares; 2026Q2: 62,649 shares 62,649 $5.36M 0.93% +5,561 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: 84,916 shares; 2024Q4: 64,063 shares; 2025Q1: 65,177 shares; 2025Q2: 64,391 shares; 2025Q3: 63,483 shares; 2025Q4: 63,735 shares; 2026Q1: 64,179 shares; 2026Q2: 63,895 shares 63,895 $5.26M 0.91% -284 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: 3,982 shares; 2024Q4: 4,368 shares; 2025Q1: 3,373 shares; 2025Q2: 3,405 shares; 2025Q3: 3,636 shares; 2025Q4: 5,406 shares; 2026Q1: 4,832 shares; 2026Q2: 7,514 shares 7,514 $5.16M 0.9% +2,682 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: 15,597 shares; 2024Q4: 16,643 shares; 2025Q1: 17,770 shares; 2025Q2: 18,465 shares; 2025Q3: 18,281 shares; 2025Q4: 19,899 shares; 2026Q1: 20,563 shares; 2026Q2: 22,720 shares 22,720 $5.16M 0.9% +2,157 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: 15,977 shares; 2024Q4: 16,601 shares; 2025Q1: 16,614 shares; 2025Q2: 16,559 shares; 2025Q3: 16,509 shares; 2025Q4: 16,370 shares; 2026Q1: 22,372 shares; 2026Q2: 22,456 shares 22,456 $4.89M 0.85% +84 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: 2,067 shares; 2024Q4: 2,248 shares; 2025Q1: 1,929 shares; 2025Q2: 2,338 shares; 2025Q3: 2,601 shares; 2025Q4: 10,413 shares; 2026Q1: 11,282 shares; 2026Q2: 11,570 shares 11,570 $4.87M 0.85% +288 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,546 shares; 2024Q4: 14,744 shares; 2025Q1: 14,606 shares; 2025Q2: 14,131 shares; 2025Q3: 14,131 shares; 2025Q4: 14,126 shares; 2026Q1: 14,198 shares; 2026Q2: 13,991 shares 13,991 $4.82M 0.84% -207 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: 9,196 shares; 2024Q4: 8,882 shares; 2025Q1: 8,741 shares; 2025Q2: 8,664 shares; 2025Q3: 8,569 shares; 2025Q4: 17,503 shares; 2026Q1: 12,670 shares; 2026Q2: 17,814 shares 17,814 $4.48M 0.78% +5,144 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,549 shares; 2024Q4: 55,805 shares; 2025Q1: 63,878 shares; 2025Q2: 48,856 shares; 2025Q3: 43,102 shares; 2025Q4: 47,481 shares; 2026Q1: 49,405 shares; 2026Q2: 49,713 shares 49,713 $4.37M 0.76% +308 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,410 shares; 2024Q4: 8,118 shares; 2025Q1: 8,049 shares; 2025Q2: 8,014 shares; 2025Q3: 8,731 shares; 2025Q4: 7,245 shares; 2026Q1: 6,708 shares; 2026Q2: 4,499 shares 4,499 $4.34M 0.76% -2,209 Timeline VOE 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: 19,786 shares; 2024Q4: 20,096 shares; 2025Q1: 20,061 shares; 2025Q2: 20,381 shares; 2025Q3: 20,381 shares; 2025Q4: 20,381 shares; 2026Q1: 21,993 shares; 2026Q2: 21,628 shares 21,628 $4.27M 0.74% -365 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243 shares; 2024Q4: 5,725 shares; 2025Q1: 12,865 shares; 2025Q2: 12,839 shares; 2025Q3: 18,361 shares; 2025Q4: 18,309 shares; 2026Q1: 18,346 shares; 2026Q2: 25,780 shares 25,780 $4.09M 0.71% +7,434 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,780 shares; 2024Q4: 23,930 shares; 2025Q1: 23,282 shares; 2025Q2: 23,777 shares; 2025Q3: 23,777 shares; 2025Q4: 23,777 shares; 2026Q1: 24,261 shares; 2026Q2: 24,826 shares 24,826 $4.09M 0.71% +565 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: 8,337 shares; 2024Q4: 8,815 shares; 2025Q1: 9,552 shares; 2025Q2: 11,915 shares; 2025Q3: 12,600 shares; 2025Q4: 13,334 shares; 2026Q1: 13,707 shares; 2026Q2: 17,147 shares 17,147 $4.06M 0.71% +3,440 Timeline VOT 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: 13,378 shares; 2024Q4: 13,268 shares; 2025Q1: 13,203 shares; 2025Q2: 12,902 shares; 2025Q3: 12,902 shares; 2025Q4: 12,891 shares; 2026Q1: 13,376 shares; 2026Q2: 13,225 shares 13,225 $4.05M 0.7% -151 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,074 shares; 2025Q1: 4,059 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,097 shares; 2026Q1: 4,148 shares; 2026Q2: 4,131 shares 4,131 $3.97M 0.69% -17 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: 4,609 shares; 2024Q4: 4,933 shares; 2025Q1: 4,366 shares; 2025Q2: 4,415 shares; 2025Q3: 4,310 shares; 2025Q4: 4,351 shares; 2026Q1: 4,324 shares; 2026Q2: 5,343 shares 5,343 $3.93M 0.68% +1,019 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,745 shares; 2024Q4: 14,045 shares; 2025Q1: 14,380 shares; 2025Q2: 14,287 shares; 2025Q3: 14,287 shares; 2025Q4: 14,283 shares; 2026Q1: 16,211 shares; 2026Q2: 15,913 shares 15,913 $3.87M 0.67% -298 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: 4,913 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,646 shares; 2025Q3: 4,586 shares; 2025Q4: 4,385 shares; 2026Q1: 4,557 shares; 2026Q2: 3,266 shares 3,266 $3.77M 0.66% -1,291 Timeline VBK 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: 10,028 shares; 2024Q4: 10,263 shares; 2025Q1: 10,574 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares; 2025Q4: 10,373 shares; 2026Q1: 10,523 shares; 2026Q2: 10,246 shares 10,246 $3.75M 0.65% -277 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,729 shares; 2025Q1: 45,830 shares; 2025Q2: 53,741 shares; 2025Q3: 53,741 shares; 2025Q4: 58,069 shares; 2026Q1: 59,183 shares; 2026Q2: 59,864 shares 59,864 $3.71M 0.65% +681 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,221 shares; 2024Q4: 25,686 shares; 2025Q1: 25,031 shares; 2025Q2: 23,314 shares; 2025Q3: 23,314 shares; 2025Q4: 23,284 shares; 2026Q1: 23,952 shares; 2026Q2: 24,737 shares 24,737 $3.62M 0.63% +785 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: 2,781 shares; 2024Q4: 2,820 shares; 2025Q1: 2,704 shares; 2025Q2: 2,757 shares; 2025Q3: 3,225 shares; 2025Q4: 3,298 shares; 2026Q1: 3,037 shares; 2026Q2: 4,667 shares 4,667 $3.49M 0.61% +1,630 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: 2,079 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,479 shares; 2025Q3: 2,484 shares; 2025Q4: 3,357 shares; 2026Q1: 3,374 shares; 2026Q2: 3,219 shares 3,219 $3.43M 0.6% -155 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,160 shares; 2025Q3: 36,971 shares; 2025Q4: 35,579 shares; 2026Q1: 39,536 shares; 2026Q2: 46,376 shares 46,376 $3.42M 0.6% +6,840 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: 40,457 shares; 2024Q4: 39,029 shares; 2025Q1: 38,936 shares; 2025Q2: 39,512 shares; 2025Q3: 39,331 shares; 2025Q4: 39,834 shares; 2026Q1: 40,336 shares; 2026Q2: 28,489 shares 28,489 $3.35M 0.58% -11,847 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,426 shares; 2024Q4: 19,731 shares; 2025Q1: 19,731 shares; 2025Q2: 19,476 shares; 2025Q3: 18,283 shares; 2025Q4: 18,283 shares; 2026Q1: 18,388 shares; 2026Q2: 18,728 shares 18,728 $3.34M 0.58% +340 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: 6,487 shares; 2024Q4: 6,352 shares; 2025Q1: 6,056 shares; 2025Q2: 5,976 shares; 2025Q3: 5,980 shares; 2025Q4: 7,916 shares; 2026Q1: 8,619 shares; 2026Q2: 9,625 shares 9,625 $3.3M 0.57% +1,006 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,751 shares; 2024Q4: 24,746 shares; 2025Q1: 24,746 shares; 2025Q2: 25,036 shares; 2025Q3: 23,569 shares; 2025Q4: 23,569 shares; 2026Q1: 23,399 shares; 2026Q2: 23,835 shares 23,835 $3.26M 0.57% +436 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: 1,600 shares; 2024Q4: 1,881 shares; 2025Q1: 1,619 shares; 2025Q2: 1,573 shares; 2025Q3: 1,577 shares; 2025Q4: 2,219 shares; 2026Q1: 7,614 shares; 2026Q2: 8,318 shares 8,318 $3.08M 0.54% +704 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,573 shares; 2024Q4: 16,513 shares; 2025Q1: 18,489 shares; 2025Q2: 18,307 shares; 2025Q3: 18,307 shares; 2025Q4: 25,606 shares; 2026Q1: 28,387 shares; 2026Q2: 31,104 shares 31,104 $3.06M 0.53% +2,717 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: 76,591 shares; 2024Q4: 76,858 shares; 2025Q1: 83,032 shares; 2025Q2: 89,283 shares; 2025Q3: 99,216 shares; 2025Q4: 99,479 shares; 2026Q1: 100,571 shares; 2026Q2: 100,946 shares 100,946 $2.97M 0.52% +375 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: 2,713 shares; 2024Q4: 2,383 shares; 2025Q1: 2,385 shares; 2025Q2: 2,185 shares; 2025Q3: 2,100 shares; 2025Q4: 7,061 shares; 2026Q1: 5,310 shares; 2026Q2: 7,486 shares 7,486 $2.83M 0.49% +2,176 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,538 shares; 2024Q4: 52,090 shares; 2025Q1: 52,200 shares; 2025Q2: 52,984 shares; 2025Q3: 54,836 shares; 2025Q4: 58,702 shares; 2026Q1: 66,893 shares; 2026Q2: 66,578 shares 66,578 $2.82M 0.49% -315 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,764 shares; 2026Q2: 15,173 shares 15,173 $2.81M 0.49% +2,409 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: 31,077 shares; 2024Q4: 14,945 shares; 2025Q1: 14,847 shares; 2025Q2: 14,562 shares; 2025Q3: 15,783 shares; 2025Q4: 21,782 shares; 2026Q1: 22,184 shares; 2026Q2: 24,343 shares 24,343 $2.76M 0.48% +2,159 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: 6,546 shares; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,781 shares; 2025Q3: 6,781 shares; 2025Q4: 11,956 shares; 2026Q1: 12,300 shares; 2026Q2: 14,383 shares 14,383 $2.73M 0.47% +2,083 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,331 shares; 2024Q4: 17,803 shares; 2025Q1: 18,273 shares; 2025Q2: 18,421 shares; 2025Q3: 18,421 shares; 2025Q4: 20,078 shares; 2026Q1: 20,179 shares; 2026Q2: 20,238 shares 20,238 $2.66M 0.46% +59 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: 28,897 shares; 2024Q4: 26,027 shares; 2025Q1: 27,937 shares; 2025Q2: 37,980 shares; 2025Q3: 38,108 shares; 2025Q4: 39,833 shares; 2026Q1: 47,928 shares; 2026Q2: 51,318 shares 51,318 $2.6M 0.45% +3,390 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,014 shares; 2026Q1: 6,022 shares; 2026Q2: 20,853 shares 20,853 $2.46M 0.43% +14,831 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,432 shares; 2024Q4: 10,533 shares; 2025Q1: 10,548 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 10,676 shares; 2026Q1: 10,783 shares; 2026Q2: 10,887 shares 10,887 $2.4M 0.42% +104 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: 1,651 shares; 2024Q4: 1,604 shares; 2025Q1: 1,608 shares; 2025Q2: 1,571 shares; 2025Q3: 1,600 shares; 2025Q4: 1,901 shares; 2026Q1: 2,050 shares; 2026Q2: 2,552 shares 2,552 $2.39M 0.42% +502 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,525 shares; 2025Q2: 12,393 shares; 2025Q3: 12,402 shares; 2025Q4: 14,206 shares; 2026Q1: 14,128 shares; 2026Q2: 14,297 shares 14,297 $2.34M 0.41% +169 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,992 shares; 2024Q4: 19,997 shares; 2025Q1: 20,221 shares; 2025Q2: 19,306 shares; 2025Q3: 19,306 shares; 2025Q4: 19,214 shares; 2026Q1: 19,414 shares; 2026Q2: 19,447 shares 19,447 $2.21M 0.38% +33 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,207 shares; 2024Q4: 27,769 shares; 2025Q1: 28,152 shares; 2025Q2: 20,534 shares; 2025Q3: 21,607 shares; 2025Q4: 35,900 shares; 2026Q1: 42,069 shares; 2026Q2: 44,860 shares 44,860 $2.21M 0.38% +2,791 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: 11,417 shares; 2024Q4: 12,250 shares; 2025Q1: 12,839 shares; 2025Q2: 12,768 shares; 2025Q3: 13,250 shares; 2025Q4: 13,298 shares; 2026Q1: 13,429 shares; 2026Q2: 13,451 shares 13,451 $2.1M 0.37% +22 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,501 shares; 2024Q4: 20,251 shares; 2025Q1: 21,036 shares; 2025Q2: 21,336 shares; 2025Q3: 21,336 shares; 2025Q4: 21,482 shares; 2026Q1: 21,553 shares; 2026Q2: 21,669 shares 21,669 $2.07M 0.36% +116 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: 1,445 shares; 2024Q4: 1,396 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,335 shares; 2026Q1: 1,339 shares; 2026Q2: 1,685 shares 1,685 $2.02M 0.35% +346 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 6,105 shares; 2025Q1: 17,817 shares; 2025Q2: 18,829 shares; 2025Q3: 19,223 shares; 2025Q4: 37,617 shares; 2026Q1: 37,626 shares; 2026Q2: 37,704 shares 37,704 $2M 0.35% +78 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: 16,855 shares; 2024Q4: 20,168 shares; 2025Q1: 22,617 shares; 2025Q2: 23,552 shares; 2025Q3: 23,503 shares; 2025Q4: 53,154 shares; 2026Q1: 29,463 shares; 2026Q2: 54,057 shares 54,057 $1.99M 0.35% +24,594 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,826 shares; 2024Q4: 84,826 shares; 2025Q1: 84,826 shares; 2025Q2: 84,826 shares; 2025Q3: 84,826 shares; 2025Q4: 84,826 shares; 2026Q1: 84,826 shares; 2026Q2: 84,826 shares 84,826 $1.98M 0.34% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,622 shares; 2024Q4: 55,783 shares; 2025Q1: 55,853 shares; 2025Q2: 56,153 shares; 2025Q3: 56,153 shares; 2025Q4: 56,300 shares; 2026Q1: 56,508 shares; 2026Q2: 56,788 shares 56,788 $1.96M 0.34% +280 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: 19,761 shares; 2024Q4: 18,661 shares; 2025Q1: 22,667 shares; 2025Q2: 28,116 shares; 2025Q3: 29,415 shares; 2025Q4: 30,806 shares; 2026Q1: 24,965 shares; 2026Q2: 23,559 shares 23,559 $1.95M 0.34% -1,406 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,241 shares; 2024Q4: 47,231 shares; 2025Q1: 37,842 shares; 2025Q2: 37,551 shares; 2025Q3: 38,556 shares; 2025Q4: 57,315 shares; 2026Q1: 51,753 shares; 2026Q2: 46,816 shares 46,816 $1.94M 0.34% -4,937 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,610 shares; 2024Q4: 29,378 shares; 2025Q1: 29,178 shares; 2025Q2: 27,586 shares; 2025Q3: 32,023 shares; 2025Q4: 38,662 shares; 2026Q1: 37,446 shares; 2026Q2: 40,813 shares 40,813 $1.93M 0.34% +3,367 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,504 shares; 2024Q4: 200,704 shares; 2025Q1: 201,095 shares; 2025Q2: 220,453 shares; 2025Q3: 253,766 shares; 2025Q4: 258,815 shares; 2026Q1: 252,239 shares; 2026Q2: 240,963 shares 240,963 $1.9M 0.33% -11,276 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: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,848 shares; 2025Q2: 7,661 shares; 2025Q3: 7,787 shares; 2025Q4: 9,311 shares; 2026Q1: 9,607 shares; 2026Q2: 11,400 shares 11,400 $1.89M 0.33% +1,793 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: 2,910 shares; 2026Q1: 1,014 shares; 2026Q2: 22,630 shares 22,630 $1.87M 0.33% +21,616 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,343 shares; 2024Q4: 12,037 shares; 2025Q1: 13,846 shares; 2025Q2: 13,880 shares; 2025Q3: 13,883 shares; 2025Q4: 14,121 shares; 2026Q1: 14,241 shares; 2026Q2: 14,264 shares 14,264 $1.81M 0.31% +23 Timeline PFXF 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: 80,125 shares; 2024Q4: 78,781 shares; 2025Q1: 80,249 shares; 2025Q2: 84,519 shares; 2025Q3: 88,453 shares; 2025Q4: 100,676 shares; 2026Q1: 100,598 shares; 2026Q2: 100,447 shares 100,447 $1.79M 0.31% -151 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: 10,653 shares; 2024Q4: 10,237 shares; 2025Q1: 10,252 shares; 2025Q2: 10,291 shares; 2025Q3: 11,112 shares; 2025Q4: 12,093 shares; 2026Q1: 11,816 shares; 2026Q2: 12,178 shares 12,178 $1.79M 0.31% +362 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: 37,516 shares; 2024Q4: 41,948 shares; 2025Q1: 48,537 shares; 2025Q2: 57,133 shares; 2025Q3: 60,809 shares; 2025Q4: 91,634 shares; 2026Q1: 75,042 shares; 2026Q2: 92,016 shares 92,016 $1.76M 0.31% +16,974 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,148 shares; 2024Q4: 7,148 shares; 2025Q1: 7,173 shares; 2025Q2: 7,343 shares; 2025Q3: 7,343 shares; 2025Q4: 7,854 shares; 2026Q1: 7,902 shares; 2026Q2: 7,744 shares 7,744 $1.71M 0.3% -158 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,401 shares; 2024Q4: 18,005 shares; 2025Q1: 25,603 shares; 2025Q2: 27,608 shares; 2025Q3: 25,875 shares; 2025Q4: 27,242 shares; 2026Q1: 27,938 shares; 2026Q2: 36,897 shares 36,897 $1.7M 0.3% +8,959 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: 1,330 shares; 2024Q4: 1,340 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,381 shares; 2025Q4: 2,291 shares; 2026Q1: 2,263 shares; 2026Q2: 3,010 shares 3,010 $1.7M 0.29% +747 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,179 shares; 2024Q4: 16,711 shares; 2025Q1: 22,341 shares; 2025Q2: 23,647 shares; 2025Q3: 22,959 shares; 2025Q4: 25,238 shares; 2026Q1: 24,339 shares; 2026Q2: 24,510 shares 24,510 $1.67M 0.29% +171 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 942 shares; 2025Q1: 925 shares; 2025Q2: 3,232 shares; 2025Q3: 3,363 shares; 2025Q4: 3,526 shares; 2026Q1: 3,750 shares; 2026Q2: 3,997 shares 3,997 $1.66M 0.29% +247 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,551 shares; 2024Q4: 23,166 shares; 2025Q1: 38,984 shares; 2025Q2: 54,312 shares; 2025Q3: 60,718 shares; 2025Q4: 60,750 shares; 2026Q1: 62,299 shares; 2026Q2: 71,656 shares 71,656 $1.66M 0.29% +9,357 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,674 shares; 2024Q4: 56,674 shares; 2025Q1: 56,178 shares; 2025Q2: 58,158 shares; 2025Q3: 49,080 shares; 2025Q4: 47,846 shares; 2026Q1: 48,408 shares; 2026Q2: 32,217 shares 32,217 $1.63M 0.28% -16,191 Timeline SGOV 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: 3,700 shares; 2025Q4: 10,717 shares; 2026Q1: 14,004 shares; 2026Q2: 16,096 shares 16,096 $1.62M 0.28% +2,092 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: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,905 shares; 2025Q2: 1,805 shares; 2025Q3: 2,012 shares; 2025Q4: 2,481 shares; 2026Q1: 4,573 shares; 2026Q2: 4,532 shares 4,532 $1.6M 0.28% -41 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,197 shares; 2024Q4: 6,992 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 7,786 shares; 2025Q4: 10,697 shares; 2026Q1: 10,756 shares; 2026Q2: 13,292 shares 13,292 $1.55M 0.27% +2,536 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,757 shares; 2026Q1: 2,625 shares; 2026Q2: 12,063 shares 12,063 $1.54M 0.27% +9,438 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 2 shares 2 $1.5M 0.26% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,342 shares; 2024Q4: 8,344 shares; 2025Q1: 8,345 shares; 2025Q2: 8,597 shares; 2025Q3: 8,350 shares; 2025Q4: 8,976 shares; 2026Q1: 9,036 shares; 2026Q2: 9,019 shares 9,019 $1.46M 0.25% -17 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,234 shares; 2024Q4: 7,856 shares; 2025Q1: 8,454 shares; 2025Q2: 8,837 shares; 2025Q3: 8,664 shares; 2025Q4: 9,361 shares; 2026Q1: 10,569 shares; 2026Q2: 10,140 shares 10,140 $1.37M 0.24% -429 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,156 shares 15,156 $1.37M 0.24% 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: 2,122 shares; 2024Q4: 2,273 shares; 2025Q1: 2,577 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 4,850 shares; 2026Q1: 4,123 shares; 2026Q2: 4,955 shares 4,955 $1.34M 0.23% +832 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 24,517 shares 24,517 $1.3M 0.23% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,498 shares; 2024Q4: 34,100 shares; 2025Q1: 34,585 shares; 2025Q2: 43,632 shares; 2025Q3: 53,682 shares; 2025Q4: 59,036 shares; 2026Q1: 57,649 shares; 2026Q2: 53,407 shares 53,407 $1.29M 0.22% -4,242 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: 6,419 shares; 2024Q4: 6,478 shares; 2025Q1: 6,598 shares; 2025Q2: 6,279 shares; 2025Q3: 6,956 shares; 2025Q4: 9,306 shares; 2026Q1: 10,034 shares; 2026Q2: 9,998 shares 9,998 $1.28M 0.22% -36 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,186 shares; 2024Q4: 3,434 shares; 2025Q1: 7,162 shares; 2025Q2: 9,784 shares; 2025Q3: 11,964 shares; 2025Q4: 13,828 shares; 2026Q1: 13,376 shares; 2026Q2: 13,474 shares 13,474 $1.27M 0.22% +98 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: 160,323 shares; 2024Q4: 160,323 shares; 2025Q1: 158,083 shares; 2025Q2: 68,569 shares; 2025Q3: 17,433 shares; 2025Q4: 17,921 shares; 2026Q1: 16,995 shares; 2026Q2: 16,875 shares 16,875 $1.27M 0.22% -120 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: 1,690 shares; 2024Q4: 1,655 shares; 2025Q1: 1,620 shares; 2025Q2: 4,083 shares; 2025Q3: 3,884 shares; 2025Q4: 4,360 shares; 2026Q1: 4,149 shares; 2026Q2: 3,597 shares 3,597 $1.27M 0.22% -552 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,773 shares; 2024Q4: 12,268 shares; 2025Q1: 12,331 shares; 2025Q2: 12,504 shares; 2025Q3: 12,312 shares; 2025Q4: 12,529 shares; 2026Q1: 11,498 shares; 2026Q2: 13,776 shares 13,776 $1.26M 0.22% +2,278 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: 1,563 shares; 2026Q1: 1,888 shares; 2026Q2: 2,156 shares 2,156 $1.25M 0.22% +268 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,662 shares; 2024Q4: 20,741 shares; 2025Q1: 21,320 shares; 2025Q2: 19,881 shares; 2025Q3: 24,504 shares; 2025Q4: 28,873 shares; 2026Q1: 26,695 shares; 2026Q2: 30,243 shares 30,243 $1.24M 0.22% +3,548 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 15,423 shares; 2025Q4: 16,150 shares; 2026Q1: 23,422 shares; 2026Q2: 25,293 shares 25,293 $1.21M 0.21% +1,871 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,105 shares; 2024Q4: 21,489 shares; 2025Q1: 21,665 shares; 2025Q2: 14,543 shares; 2025Q3: 15,383 shares; 2025Q4: 16,712 shares; 2026Q1: 9,715 shares; 2026Q2: 8,338 shares 8,338 $1.19M 0.21% -1,377 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,862 shares; 2024Q4: 15,457 shares; 2025Q1: 17,147 shares; 2025Q2: 15,386 shares; 2025Q3: 21,998 shares; 2025Q4: 27,039 shares; 2026Q1: 24,059 shares; 2026Q2: 28,024 shares 28,024 $1.19M 0.21% +3,965 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: 8,451 shares; 2024Q4: 8,414 shares; 2025Q1: 8,385 shares; 2025Q2: 8,395 shares; 2025Q3: 11,315 shares; 2025Q4: 11,236 shares; 2026Q1: 11,377 shares; 2026Q2: 11,377 shares 11,377 $1.18M 0.21% 0 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: 4,986 shares; 2024Q4: 6,303 shares; 2025Q1: 9,113 shares; 2025Q2: 9,271 shares; 2025Q3: 9,119 shares; 2025Q4: 12,024 shares; 2026Q1: 12,493 shares; 2026Q2: 13,266 shares 13,266 $1.16M 0.2% +773 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,285 shares; 2024Q4: 9,290 shares; 2025Q1: 8,391 shares; 2025Q2: 8,576 shares; 2025Q3: 8,526 shares; 2025Q4: 10,350 shares; 2026Q1: 11,317 shares; 2026Q2: 14,774 shares 14,774 $1.15M 0.2% +3,457 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: 2,814 shares; 2024Q4: 2,929 shares; 2025Q1: 3,180 shares; 2025Q2: 2,964 shares; 2025Q3: 3,056 shares; 2025Q4: 3,200 shares; 2026Q1: 3,029 shares; 2026Q2: 2,957 shares 2,957 $1.09M 0.19% -72 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: 14,701 shares; 2024Q4: 14,368 shares; 2025Q1: 14,028 shares; 2025Q2: 14,549 shares; 2025Q3: 16,791 shares; 2025Q4: 17,354 shares; 2026Q1: 17,753 shares; 2026Q2: 18,791 shares 18,791 $1.07M 0.19% +1,038 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: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 11,317 shares; 2025Q3: 11,290 shares; 2025Q4: 11,135 shares; 2026Q1: 17,932 shares; 2026Q2: 17,900 shares 17,900 $1.07M 0.19% -32 Timeline TLH 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: 5,529 shares; 2026Q1: 5,698 shares; 2026Q2: 10,545 shares 10,545 $1.06M 0.18% +4,847 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,691 shares; 2024Q4: 13,601 shares; 2025Q1: 12,965 shares; 2025Q2: 13,131 shares; 2025Q3: 12,609 shares; 2025Q4: 12,646 shares; 2026Q1: 13,282 shares; 2026Q2: 12,855 shares 12,855 $1.06M 0.18% -427 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,706 shares; 2025Q3: 2,406 shares; 2025Q4: 2,472 shares; 2026Q1: 2,468 shares; 2026Q2: 2,450 shares 2,450 $1.04M 0.18% -18 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,036 shares; 2024Q4: 4,814 shares; 2025Q1: 4,815 shares; 2025Q2: 4,703 shares; 2025Q3: 4,614 shares; 2025Q4: 4,278 shares; 2026Q1: 5,641 shares; 2026Q2: 6,178 shares 6,178 $1.01M 0.18% +537 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: 583 shares; 2024Q4: 574 shares; 2025Q1: 565 shares; 2025Q2: 526 shares; 2025Q3: 533 shares; 2025Q4: 619 shares; 2026Q1: 733 shares; 2026Q2: 1,963 shares 1,963 $1.01M 0.18% +1,230 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,387 shares; 2024Q4: 16,038 shares; 2025Q1: 16,488 shares; 2025Q2: 16,367 shares; 2025Q3: 17,477 shares; 2025Q4: 19,686 shares; 2026Q1: 19,051 shares; 2026Q2: 18,488 shares 18,488 $1M 0.17% -563 Timeline FTCE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,299 shares 36,299 $983K 0.17% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,879 shares 26,879 $982K 0.17% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,396 shares; 2024Q4: 16,165 shares; 2025Q1: 16,165 shares; 2025Q2: 16,165 shares; 2025Q3: 16,165 shares; 2025Q4: 16,972 shares; 2026Q1: 16,972 shares; 2026Q2: 16,972 shares 16,972 $980K 0.17% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,013 shares; 2024Q4: 6,013 shares; 2025Q1: 6,013 shares; 2025Q2: 6,013 shares; 2025Q3: 6,013 shares; 2025Q4: 6,669 shares; 2026Q1: 6,900 shares; 2026Q2: 6,991 shares 6,991 $947K 0.16% +91 Timeline FDL 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: not reported; 2025Q3: not reported; 2025Q4: 5,586 shares; 2026Q1: 4,710 shares; 2026Q2: 19,287 shares 19,287 $939K 0.16% +14,577 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,727 shares; 2025Q1: 15,123 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares; 2025Q4: 6,937 shares; 2026Q1: 6,281 shares; 2026Q2: 6,242 shares 6,242 $936K 0.16% -39 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 1,902 shares; 2025Q1: 2,018 shares; 2025Q2: 1,887 shares; 2025Q3: 1,905 shares; 2025Q4: 2,136 shares; 2026Q1: 2,153 shares; 2026Q2: 2,140 shares 2,140 $912K 0.16% -13 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,080 shares; 2025Q3: 21,189 shares; 2025Q4: 19,806 shares; 2026Q1: 20,302 shares; 2026Q2: 19,641 shares 19,641 $895K 0.16% -661 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS 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: 16,063 shares 16,063 $884K 0.15% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,196 shares; 2026Q2: 3,999 shares 3,999 $877K 0.15% +2,803 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: 3,054 shares; 2024Q4: 3,036 shares; 2025Q1: 3,189 shares; 2025Q2: 4,389 shares; 2025Q3: 4,400 shares; 2025Q4: 7,748 shares; 2026Q1: 4,668 shares; 2026Q2: 7,412 shares 7,412 $872K 0.15% +2,744 Timeline GOVT 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: 9,941 shares; 2025Q2: 14,226 shares; 2025Q3: 15,731 shares; 2025Q4: 17,212 shares; 2026Q1: 32,217 shares; 2026Q2: 38,210 shares 38,210 $870K 0.15% +5,993 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,150 shares; 2024Q4: 42,343 shares; 2025Q1: 39,809 shares; 2025Q2: 37,441 shares; 2025Q3: 34,404 shares; 2025Q4: 33,972 shares; 2026Q1: 34,215 shares; 2026Q2: 34,078 shares 34,078 $870K 0.15% -137 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares; 2026Q2: 6,901 shares 6,901 $852K 0.15% +265 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,052 shares; 2024Q4: 11,096 shares; 2025Q1: 11,177 shares; 2025Q2: 11,314 shares; 2025Q3: 11,314 shares; 2025Q4: 11,287 shares; 2026Q1: 11,104 shares; 2026Q2: 11,104 shares 11,104 $851K 0.15% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,133 shares; 2024Q4: 52,133 shares; 2025Q1: 53,633 shares; 2025Q2: 60,847 shares; 2025Q3: 60,847 shares; 2025Q4: 66,947 shares; 2026Q1: 66,947 shares; 2026Q2: 69,947 shares 69,947 $848K 0.15% +3,000 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,490 shares; 2025Q1: 14,417 shares; 2025Q2: 17,947 shares; 2025Q3: 26,332 shares; 2025Q4: 29,944 shares; 2026Q1: 29,970 shares; 2026Q2: 31,611 shares 31,611 $828K 0.14% +1,641 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: 1,893 shares; 2024Q4: 1,434 shares; 2025Q1: 1,299 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,339 shares; 2026Q1: 1,370 shares; 2026Q2: 1,290 shares 1,290 $818K 0.14% -80 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,020 shares; 2025Q1: 10,249 shares; 2025Q2: 11,040 shares; 2025Q3: 11,711 shares; 2025Q4: 12,258 shares; 2026Q1: 10,416 shares; 2026Q2: 10,188 shares 10,188 $809K 0.14% -228 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 537 shares; 2025Q1: 538 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 659 shares; 2026Q1: 670 shares; 2026Q2: 1,563 shares 1,563 $796K 0.14% +893 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 32,564 shares; 2025Q4: 30,805 shares; 2026Q1: 28,090 shares; 2026Q2: 28,482 shares 28,482 $790K 0.14% +392 Timeline PWV 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: 18,057 shares; 2024Q4: 18,057 shares; 2025Q1: 13,557 shares; 2025Q2: 11,887 shares; 2025Q3: 11,887 shares; 2025Q4: 11,887 shares; 2026Q1: 10,387 shares; 2026Q2: 10,387 shares 10,387 $787K 0.14% 0 Timeline IBB 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: 4,088 shares 4,088 $777K 0.14% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,468 shares; 2025Q1: 10,700 shares; 2025Q2: 10,326 shares; 2025Q3: 10,651 shares; 2025Q4: 10,396 shares; 2026Q1: 9,364 shares; 2026Q2: 10,251 shares 10,251 $777K 0.14% +887 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,613 shares 13,613 $773K 0.13% new 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: 408 shares; 2025Q3: 417 shares; 2025Q4: 611 shares; 2026Q1: 637 shares; 2026Q2: 657 shares 657 $772K 0.13% +20 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: 6,254 shares; 2025Q2: 10,980 shares; 2025Q3: 13,820 shares; 2025Q4: 16,877 shares; 2026Q1: 17,960 shares; 2026Q2: 14,631 shares 14,631 $766K 0.13% -3,329 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,340 shares; 2024Q4: 6,340 shares; 2025Q1: 6,340 shares; 2025Q2: 6,340 shares; 2025Q3: 6,340 shares; 2025Q4: 6,340 shares; 2026Q1: 6,340 shares; 2026Q2: 6,340 shares 6,340 $745K 0.13% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,055 shares; 2026Q1: 11,780 shares; 2026Q2: 12,074 shares 12,074 $742K 0.13% +294 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: 2,235 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,105 shares; 2025Q3: 2,134 shares; 2025Q4: 2,172 shares; 2026Q1: 2,441 shares; 2026Q2: 2,631 shares 2,631 $740K 0.13% +190 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF 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: 20,255 shares; 2026Q1: 20,255 shares; 2026Q2: 20,608 shares 20,608 $733K 0.13% +353 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,223 shares; 2024Q4: 13,223 shares; 2025Q1: 13,619 shares; 2025Q2: 13,619 shares; 2025Q3: 13,619 shares; 2025Q4: 14,426 shares; 2026Q1: 14,426 shares; 2026Q2: 14,555 shares 14,555 $721K 0.13% +129 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: 1,537 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,021 shares; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 2,370 shares; 2026Q2: 2,408 shares 2,408 $718K 0.12% +38 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,335 shares; 2025Q4: 13,612 shares; 2026Q1: 14,583 shares; 2026Q2: 13,575 shares 13,575 $716K 0.12% -1,008 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 14,757 shares; 2026Q2: 19,460 shares 19,460 $712K 0.12% +4,703 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,989 shares; 2024Q4: 9,600 shares; 2025Q1: 9,612 shares; 2025Q2: 9,622 shares; 2025Q3: 9,632 shares; 2025Q4: 9,912 shares; 2026Q1: 10,043 shares; 2026Q2: 9,703 shares 9,703 $698K 0.12% -340 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $698K 0.12% 0 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 28,619 shares; 2025Q4: 30,399 shares; 2026Q1: 26,104 shares; 2026Q2: 26,317 shares 26,317 $684K 0.12% +213 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: 282 shares; 2024Q4: 285 shares; 2025Q1: 282 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,612 shares; 2026Q1: 5,946 shares; 2026Q2: 9,525 shares 9,525 $680K 0.12% +3,579 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,529 shares; 2024Q4: 17,537 shares; 2025Q1: 17,767 shares; 2025Q2: 17,734 shares; 2025Q3: 17,734 shares; 2025Q4: 17,680 shares; 2026Q1: 17,578 shares; 2026Q2: 17,578 shares 17,578 $669K 0.12% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,890 shares 3,890 $665K 0.12% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,083 shares; 2026Q1: 4,973 shares; 2026Q2: 7,868 shares 7,868 $654K 0.11% +2,895 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,137 shares; 2026Q2: 8,576 shares 8,576 $653K 0.11% +2,439 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,953 shares; 2025Q3: 13,234 shares; 2025Q4: 17,537 shares; 2026Q1: 16,509 shares; 2026Q2: 18,455 shares 18,455 $650K 0.11% +1,946 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,333 shares; 2024Q4: 25,846 shares; 2025Q1: 23,317 shares; 2025Q2: 25,763 shares; 2025Q3: 27,464 shares; 2025Q4: 27,283 shares; 2026Q1: 24,910 shares; 2026Q2: 24,369 shares 24,369 $646K 0.11% -541 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,728 shares 12,728 $629K 0.11% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,199 shares; 2025Q2: 3,320 shares; 2025Q3: 3,112 shares; 2025Q4: 4,219 shares; 2026Q1: 4,322 shares; 2026Q2: 3,884 shares 3,884 $627K 0.11% -438 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 6,378 shares; 2025Q1: 5,238 shares; 2025Q2: 6,483 shares; 2025Q3: 6,933 shares; 2025Q4: 6,933 shares; 2026Q1: 6,356 shares; 2026Q2: 6,227 shares 6,227 $616K 0.11% -129 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: not reported; 2024Q4: 3,136 shares; 2025Q1: 3,086 shares; 2025Q2: 2,577 shares; 2025Q3: 2,652 shares; 2025Q4: 2,769 shares; 2026Q1: 2,694 shares; 2026Q2: 2,819 shares 2,819 $610K 0.11% +125 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: 1,293 shares; 2024Q4: 1,324 shares; 2025Q1: 1,216 shares; 2025Q2: 1,217 shares; 2025Q3: 1,218 shares; 2025Q4: 2,050 shares; 2026Q1: 1,415 shares; 2026Q2: 4,887 shares 4,887 $607K 0.11% +3,472 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 4,383 shares; 2025Q3: 4,939 shares; 2025Q4: 4,949 shares; 2026Q1: 5,032 shares; 2026Q2: 5,306 shares 5,306 $603K 0.1% +274 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,665 shares; 2024Q4: 4,945 shares; 2025Q1: 5,446 shares; 2025Q2: 5,512 shares; 2025Q3: 5,513 shares; 2025Q4: 5,661 shares; 2026Q1: 5,729 shares; 2026Q2: 5,752 shares 5,752 $598K 0.1% +23 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,273 shares; 2025Q1: 1,374 shares; 2025Q2: 1,165 shares; 2025Q3: 1,026 shares; 2025Q4: 2,127 shares; 2026Q1: 2,062 shares; 2026Q2: 3,131 shares 3,131 $596K 0.1% +1,069 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,909 shares; 2024Q4: 18,389 shares; 2025Q1: 18,499 shares; 2025Q2: 19,042 shares; 2025Q3: 19,077 shares; 2025Q4: 19,677 shares; 2026Q1: 19,450 shares; 2026Q2: 19,476 shares 19,476 $594K 0.1% +26 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,371 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,843 shares; 2026Q1: 1,831 shares; 2026Q2: 3,050 shares 3,050 $589K 0.1% +1,219 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,185 shares; 2025Q3: 11,836 shares; 2025Q4: 9,623 shares; 2026Q1: 9,398 shares; 2026Q2: 13,235 shares 13,235 $589K 0.1% +3,837 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares; 2026Q1: 4,870 shares; 2026Q2: 4,996 shares 4,996 $583K 0.1% +126 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 4,085 shares; 2026Q1: 4,200 shares; 2026Q2: 4,259 shares 4,259 $579K 0.1% +59 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,039 shares; 2024Q4: 3,976 shares; 2025Q1: 4,792 shares; 2025Q2: 3,662 shares; 2025Q3: 3,601 shares; 2025Q4: 5,629 shares; 2026Q1: 5,798 shares; 2026Q2: 9,290 shares 9,290 $578K 0.1% +3,492 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: 1,496 shares; 2024Q4: 1,445 shares; 2025Q1: 1,447 shares; 2025Q2: 1,431 shares; 2025Q3: 1,432 shares; 2025Q4: 1,802 shares; 2026Q1: 1,847 shares; 2026Q2: 1,543 shares 1,543 $577K 0.1% -304 Timeline ARKG ARK ETF TR More: the full row for ARK ETF 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: 13,604 shares 13,604 $572K 0.1% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,793 shares; 2024Q4: 5,788 shares; 2025Q1: 6,198 shares; 2025Q2: 7,103 shares; 2025Q3: 7,114 shares; 2025Q4: 7,481 shares; 2026Q1: 8,194 shares; 2026Q2: 6,904 shares 6,904 $571K 0.1% -1,290 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES 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: 31,794 shares 31,794 $570K 0.1% new 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: 4,057 shares 4,057 $566K 0.1% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 1,783 shares; 2025Q4: 1,757 shares; 2026Q1: 1,772 shares; 2026Q2: 1,774 shares 1,774 $565K 0.1% +2 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,543 shares; 2024Q4: 16,543 shares; 2025Q1: 15,588 shares; 2025Q2: 15,588 shares; 2025Q3: 15,588 shares; 2025Q4: 15,548 shares; 2026Q1: 15,548 shares; 2026Q2: 14,300 shares 14,300 $564K 0.1% -1,248 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,401 shares; 2024Q4: 47,978 shares; 2025Q1: 32,221 shares; 2025Q2: 32,085 shares; 2025Q3: 32,814 shares; 2025Q4: 33,694 shares; 2026Q1: 31,736 shares; 2026Q2: 16,547 shares 16,547 $558K 0.1% -15,189 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,376 shares; 2026Q1: not reported; 2026Q2: 7,755 shares 7,755 $555K 0.1% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,355 shares; 2025Q1: 3,456 shares; 2025Q2: 3,418 shares; 2025Q3: 3,368 shares; 2025Q4: 3,328 shares; 2026Q1: 3,259 shares; 2026Q2: 3,250 shares 3,250 $549K 0.1% -9 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 15,078 shares; 2025Q4: 15,016 shares; 2026Q1: 16,245 shares; 2026Q2: 16,345 shares 16,345 $548K 0.1% +100 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,370 shares; 2026Q1: 11,103 shares; 2026Q2: 9,559 shares 9,559 $540K 0.09% -1,544 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,650 shares; 2024Q4: 13,321 shares; 2025Q1: 16,032 shares; 2025Q2: 17,526 shares; 2025Q3: 17,021 shares; 2025Q4: 18,635 shares; 2026Q1: 13,552 shares; 2026Q2: 7,044 shares 7,044 $539K 0.09% -6,508 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 24,168 shares; 2025Q4: 24,239 shares; 2026Q1: 25,079 shares; 2026Q2: 25,076 shares 25,076 $537K 0.09% -3 Timeline PFFD 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: 26,849 shares; 2024Q4: 25,413 shares; 2025Q1: 26,358 shares; 2025Q2: 25,956 shares; 2025Q3: 27,791 shares; 2025Q4: 28,927 shares; 2026Q1: 29,164 shares; 2026Q2: 28,692 shares 28,692 $536K 0.09% -472 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III 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: 10,252 shares 10,252 $533K 0.09% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,882 shares; 2025Q1: 13,134 shares; 2025Q2: 17,791 shares; 2025Q3: 22,795 shares; 2025Q4: 24,369 shares; 2026Q1: 24,649 shares; 2026Q2: 19,210 shares 19,210 $525K 0.09% -5,439 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,030 shares; 2024Q4: 8,880 shares; 2025Q1: 8,555 shares; 2025Q2: 8,255 shares; 2025Q3: 8,255 shares; 2025Q4: 11,073 shares; 2026Q1: 11,173 shares; 2026Q2: 11,184 shares 11,184 $520K 0.09% +11 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,014 shares; 2025Q3: 14,049 shares; 2025Q4: 13,840 shares; 2026Q1: 13,167 shares; 2026Q2: 12,393 shares 12,393 $509K 0.09% -774 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: 791 shares 791 $507K 0.09% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,346 shares; 2024Q4: 16,926 shares; 2025Q1: 17,017 shares; 2025Q2: not reported; 2025Q3: 8,184 shares; 2025Q4: 11,879 shares; 2026Q1: 12,124 shares; 2026Q2: 12,912 shares 12,912 $490K 0.09% +788 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,027 shares; 2026Q1: 3,082 shares; 2026Q2: 3,066 shares 3,066 $490K 0.09% -16 Timeline DFCF 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: 52,397 shares; 2024Q4: 26,120 shares; 2025Q1: 19,363 shares; 2025Q2: 18,442 shares; 2025Q3: 18,572 shares; 2025Q4: 18,311 shares; 2026Q1: 16,528 shares; 2026Q2: 11,424 shares 11,424 $482K 0.08% -5,104 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,231 shares 10,231 $480K 0.08% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 2,068 shares; 2025Q1: 1,937 shares; 2025Q2: 1,945 shares; 2025Q3: 1,954 shares; 2025Q4: 2,886 shares; 2026Q1: 2,061 shares; 2026Q2: 1,977 shares 1,977 $479K 0.08% -84 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,990 shares; 2024Q4: 35,422 shares; 2025Q1: 22,352 shares; 2025Q2: 20,562 shares; 2025Q3: 21,899 shares; 2025Q4: 22,001 shares; 2026Q1: 20,846 shares; 2026Q2: 18,955 shares 18,955 $479K 0.08% -1,891 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 653 shares; 2026Q1: 662 shares; 2026Q2: 663 shares 663 $477K 0.08% +1 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 8,080 shares; 2026Q1: not reported; 2026Q2: 8,392 shares 8,392 $473K 0.08% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,064 shares; 2024Q4: 24,269 shares; 2025Q1: 23,485 shares; 2025Q2: 23,344 shares; 2025Q3: 21,947 shares; 2025Q4: 25,450 shares; 2026Q1: 25,534 shares; 2026Q2: 22,776 shares 22,776 $471K 0.08% -2,758 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 106 shares; 2026Q1: 111 shares; 2026Q2: 2,644 shares 2,644 $471K 0.08% +2,533 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,833 shares 1,833 $469K 0.08% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,285 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares; 2026Q2: 3,530 shares 3,530 $467K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 2,439 shares; 2026Q2: 2,557 shares 2,557 $463K 0.08% +118 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF 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: 7,140 shares 7,140 $462K 0.08% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,634 shares 5,634 $457K 0.08% new Timeline RDVI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,485 shares 15,485 $455K 0.08% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,327 shares; 2025Q3: 12,395 shares; 2025Q4: 12,180 shares; 2026Q1: 11,830 shares; 2026Q2: 16,450 shares 16,450 $452K 0.08% +4,620 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: 4,733 shares; 2024Q4: 4,977 shares; 2025Q1: 8,722 shares; 2025Q2: 9,261 shares; 2025Q3: 7,734 shares; 2025Q4: 5,496 shares; 2026Q1: 4,549 shares; 2026Q2: 2,059 shares 2,059 $452K 0.08% -2,490 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,511 shares; 2025Q3: 9,560 shares; 2025Q4: 10,308 shares; 2026Q1: 10,307 shares; 2026Q2: 12,043 shares 12,043 $452K 0.08% +1,736 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 11,452 shares; 2025Q1: 10,808 shares; 2025Q2: 11,238 shares; 2025Q3: 9,101 shares; 2025Q4: 9,091 shares; 2026Q1: 9,341 shares; 2026Q2: 8,933 shares 8,933 $450K 0.08% -408 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,602 shares; 2025Q3: 13,487 shares; 2025Q4: 13,770 shares; 2026Q1: 13,770 shares; 2026Q2: 10,390 shares 10,390 $448K 0.08% -3,380 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: 5,013 shares; 2024Q4: 4,975 shares; 2025Q1: 4,746 shares; 2025Q2: 4,636 shares; 2025Q3: 4,704 shares; 2025Q4: 4,669 shares; 2026Q1: 4,304 shares; 2026Q2: 4,588 shares 4,588 $442K 0.08% +284 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,470 shares; 2024Q4: 10,970 shares; 2025Q1: 10,894 shares; 2025Q2: 10,894 shares; 2025Q3: 12,894 shares; 2025Q4: 12,719 shares; 2026Q1: 12,719 shares; 2026Q2: 12,719 shares 12,719 $438K 0.08% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 5,542 shares; 2026Q1: 5,845 shares; 2026Q2: 6,095 shares 6,095 $438K 0.08% +250 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: 3,338 shares; 2024Q4: 2,827 shares; 2025Q1: 2,556 shares; 2025Q2: 2,721 shares; 2025Q3: 1,816 shares; 2025Q4: 1,830 shares; 2026Q1: 2,073 shares; 2026Q2: 2,033 shares 2,033 $433K 0.08% -40 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,146 shares; 2026Q1: not reported; 2026Q2: 8,406 shares 8,406 $424K 0.07% new Timeline LQD 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: 2,501 shares; 2025Q3: 2,983 shares; 2025Q4: 3,644 shares; 2026Q1: 4,111 shares; 2026Q2: 3,832 shares 3,832 $418K 0.07% -279 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,266 shares; 2024Q4: 6,800 shares; 2025Q1: 9,778 shares; 2025Q2: 10,224 shares; 2025Q3: 8,771 shares; 2025Q4: 9,409 shares; 2026Q1: 6,948 shares; 2026Q2: 7,785 shares 7,785 $417K 0.07% +837 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 176 shares 176 $400K 0.07% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 341 shares; 2026Q2: 371 shares 371 $387K 0.07% +30 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,642 shares; 2024Q4: 31,272 shares; 2025Q1: 21,461 shares; 2025Q2: 21,569 shares; 2025Q3: 15,983 shares; 2025Q4: 16,434 shares; 2026Q1: 11,589 shares; 2026Q2: 8,116 shares 8,116 $380K 0.07% -3,473 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,939 shares; 2024Q4: 23,505 shares; 2025Q1: 23,505 shares; 2025Q2: 23,474 shares; 2025Q3: 23,474 shares; 2025Q4: 23,506 shares; 2026Q1: 23,682 shares; 2026Q2: 23,682 shares 23,682 $376K 0.07% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,167 shares; 2024Q4: 8,125 shares; 2025Q1: 7,973 shares; 2025Q2: 8,088 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,112 shares; 2026Q2: 3,459 shares 3,459 $372K 0.06% +347 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,799 shares; 2024Q4: 14,327 shares; 2025Q1: 14,509 shares; 2025Q2: 15,027 shares; 2025Q3: 15,027 shares; 2025Q4: 15,157 shares; 2026Q1: 15,270 shares; 2026Q2: 4,735 shares 4,735 $370K 0.06% -10,535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 960 shares; 2026Q2: 1,022 shares 1,022 $370K 0.06% +62 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,634 shares; 2024Q4: 9,444 shares; 2025Q1: 8,947 shares; 2025Q2: 7,811 shares; 2025Q3: 8,034 shares; 2025Q4: 8,798 shares; 2026Q1: 9,174 shares; 2026Q2: 6,236 shares 6,236 $359K 0.06% -2,938 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,186 shares; 2024Q4: 3,655 shares; 2025Q1: 2,757 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,797 shares 4,797 $352K 0.06% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,616 shares; 2026Q2: 6,990 shares 6,990 $352K 0.06% +1,374 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: not reported; 2026Q2: 1,175 shares 1,175 $350K 0.06% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 4,492 shares; 2026Q2: 3,586 shares 3,586 $346K 0.06% -906 Timeline ACYQ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,940 shares 16,940 $344K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,341 shares; 2026Q1: 3,752 shares; 2026Q2: 6,382 shares 6,382 $341K 0.06% +2,630 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE 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: not reported; 2026Q2: 443 shares 443 $338K 0.06% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2026Q2: 1,002 shares 1,002 $335K 0.06% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 585 shares; 2026Q2: 645 shares 645 $335K 0.06% +60 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,952 shares; 2026Q2: 1,877 shares 1,877 $332K 0.06% -75 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,789 shares; 2024Q4: 13,394 shares; 2025Q1: 12,659 shares; 2025Q2: 11,434 shares; 2025Q3: 11,434 shares; 2025Q4: 8,824 shares; 2026Q1: not reported; 2026Q2: 12,942 shares 12,942 $331K 0.06% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 21,620 shares; 2026Q1: 23,770 shares; 2026Q2: 28,070 shares 28,070 $330K 0.06% +4,300 Timeline SHLD 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: 3,877 shares; 2026Q2: 5,507 shares 5,507 $329K 0.06% +1,630 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,940 shares; 2026Q1: 4,000 shares; 2026Q2: 3,595 shares 3,595 $328K 0.06% -405 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,031 shares; 2026Q1: not reported; 2026Q2: 2,059 shares 2,059 $327K 0.06% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares; 2026Q2: 7,550 shares 7,550 $320K 0.06% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,478 shares; 2025Q2: 39,606 shares; 2025Q3: 39,606 shares; 2025Q4: 39,481 shares; 2026Q1: 40,481 shares; 2026Q2: 40,481 shares 40,481 $312K 0.05% 0 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: 4,450 shares; 2024Q4: 4,050 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,107 shares; 2026Q1: 4,162 shares; 2026Q2: 4,188 shares 4,188 $307K 0.05% +26 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 221 shares; 2026Q1: 224 shares; 2026Q2: 225 shares 225 $306K 0.05% +1 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: 411 shares 411 $297K 0.05% new Timeline EOG EOG RES INC More: the full row for EOG RES 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: 2,358 shares; 2026Q2: 2,274 shares 2,274 $295K 0.05% -84 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 2,196 shares; 2025Q1: 2,805 shares; 2025Q2: 2,696 shares; 2025Q3: 1,058 shares; 2025Q4: not reported; 2026Q1: 1,402 shares; 2026Q2: 1,168 shares 1,168 $295K 0.05% -234 Timeline IAGG 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: 7,038 shares; 2025Q4: 9,683 shares; 2026Q1: 10,075 shares; 2026Q2: 5,822 shares 5,822 $295K 0.05% -4,253 Timeline SDVD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,734 shares 12,734 $294K 0.05% new Timeline BHYP BITWISE HYPERLIQUID ETF More: the full row for BITWISE HYPERLIQUID ETF 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: 7,983 shares 7,983 $294K 0.05% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,500 shares; 2024Q4: 42,270 shares; 2025Q1: 42,770 shares; 2025Q2: 44,270 shares; 2025Q3: 44,270 shares; 2025Q4: 44,960 shares; 2026Q1: 50,960 shares; 2026Q2: 50,190 shares 50,190 $292K 0.05% -770 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,225 shares; 2025Q2: 4,230 shares; 2025Q3: 3,855 shares; 2025Q4: 4,093 shares; 2026Q1: 4,229 shares; 2026Q2: 4,193 shares 4,193 $286K 0.05% -36 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,109 shares; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 2,980 shares; 2026Q1: 1,733 shares; 2026Q2: 1,722 shares 1,722 $286K 0.05% -11 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 1,927 shares; 2026Q1: 2,444 shares; 2026Q2: 2,444 shares 2,444 $281K 0.05% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,137 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,682 shares; 2026Q1: 1,760 shares; 2026Q2: 1,916 shares 1,916 $280K 0.05% +156 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 8,391 shares; 2025Q2: 9,828 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares; 2026Q1: 10,778 shares; 2026Q2: 10,778 shares 10,778 $276K 0.05% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,575 shares; 2024Q4: 10,621 shares; 2025Q1: 9,469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,854 shares; 2026Q1: 7,905 shares; 2026Q2: 8,114 shares 8,114 $275K 0.05% +209 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares; 2026Q2: 1,360 shares 1,360 $274K 0.05% +204 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: not reported; 2026Q2: 563 shares 563 $269K 0.05% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,534 shares 9,534 $267K 0.05% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 905 shares; 2026Q1: 1,230 shares; 2026Q2: 896 shares 896 $260K 0.05% -334 Timeline VPU 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: 1,321 shares 1,321 $259K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,541 shares 4,541 $256K 0.04% new 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: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 3,505 shares; 2025Q2: 4,873 shares; 2025Q3: 5,902 shares; 2025Q4: 5,902 shares; 2026Q1: 3,752 shares; 2026Q2: 2,357 shares 2,357 $254K 0.04% -1,395 Timeline BRTR 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: 4,994 shares 4,994 $251K 0.04% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,117 shares; 2025Q3: 15,097 shares; 2025Q4: 16,899 shares; 2026Q1: 6,213 shares; 2026Q2: 3,944 shares 3,944 $241K 0.04% -2,269 Timeline USMV 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: 2,282 shares; 2025Q2: 2,289 shares; 2025Q3: 2,397 shares; 2025Q4: 2,411 shares; 2026Q1: 2,320 shares; 2026Q2: 2,501 shares 2,501 $241K 0.04% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,137 shares; 2026Q1: 8,151 shares; 2026Q2: 8,164 shares 8,164 $240K 0.04% +13 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,882 shares; 2024Q4: 5,418 shares; 2025Q1: 5,267 shares; 2025Q2: 4,998 shares; 2025Q3: not reported; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares; 2026Q2: 4,583 shares 4,583 $237K 0.04% -192 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 716 shares; 2026Q2: 699 shares 699 $236K 0.04% -17 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 1,059 shares 1,059 $236K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,383 shares; 2026Q2: 1,529 shares 1,529 $232K 0.04% +146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576 $231K 0.04% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 3,181 shares 3,181 $231K 0.04% new Timeline MGOV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,424 shares 11,424 $231K 0.04% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 3,143 shares; 2026Q2: 3,018 shares 3,018 $231K 0.04% -125 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $230K 0.04% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,204 shares; 2026Q1: 2,198 shares; 2026Q2: 2,198 shares 2,198 $229K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,301 shares; 2026Q1: not reported; 2026Q2: 1,233 shares 1,233 $228K 0.04% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,273 shares 5,273 $227K 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,059 shares; 2026Q1: 4,162 shares; 2026Q2: 4,027 shares 4,027 $224K 0.04% -135 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,105 shares; 2024Q4: 18,105 shares; 2025Q1: 18,105 shares; 2025Q2: 18,105 shares; 2025Q3: 18,105 shares; 2025Q4: 18,105 shares; 2026Q1: 18,105 shares; 2026Q2: 17,105 shares 17,105 $223K 0.04% -1,000 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,094 shares 3,094 $222K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 7,459 shares; 2025Q4: 5,787 shares; 2026Q1: 5,797 shares; 2026Q2: 6,663 shares 6,663 $222K 0.04% +866 Timeline FVD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,544 shares 4,544 $219K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 110 shares 110 $219K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 847 shares; 2025Q1: 844 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 698 shares; 2026Q2: 698 shares 698 $219K 0.04% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 9,790 shares 9,790 $218K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,127 shares 2,127 $217K 0.04% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,109 shares; 2025Q2: 20,109 shares; 2025Q3: 20,109 shares; 2025Q4: 20,063 shares; 2026Q1: 20,063 shares; 2026Q2: 19,858 shares 19,858 $212K 0.04% -205 Timeline GGOV 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: 4,214 shares 4,214 $212K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 680 shares; 2025Q4: 847 shares; 2026Q1: 770 shares; 2026Q2: 845 shares 845 $210K 0.04% +75 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 4,412 shares 4,412 $210K 0.04% new Timeline AFL AFLAC INC More: the full row for AFLAC 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: 1,783 shares 1,783 $209K 0.04% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,089 shares; 2024Q4: 17,089 shares; 2025Q1: 17,107 shares; 2025Q2: 14,706 shares; 2025Q3: 14,725 shares; 2025Q4: 14,764 shares; 2026Q1: 9,823 shares; 2026Q2: 9,840 shares 9,840 $209K 0.04% +17 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 4,033 shares; 2025Q1: 3,385 shares; 2025Q2: 3,386 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares; 2026Q1: 2,873 shares; 2026Q2: 2,625 shares 2,625 $208K 0.04% -248 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,269 shares 1,269 $207K 0.04% new Timeline SCHR 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: 9,099 shares; 2026Q2: 8,379 shares 8,379 $207K 0.04% -720 Timeline VONV 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $206K 0.04% new Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,975 shares 1,975 $206K 0.04% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF 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: 2,977 shares 2,977 $203K 0.04% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,853 shares 4,853 $202K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,893 shares; 2024Q4: 26,910 shares; 2025Q1: 26,155 shares; 2025Q2: 18,787 shares; 2025Q3: 21,320 shares; 2025Q4: 16,493 shares; 2026Q1: 16,684 shares; 2026Q2: 13,375 shares 13,375 $186K 0.03% -3,309 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,358 shares; 2024Q4: 12,358 shares; 2025Q1: 12,358 shares; 2025Q2: 12,358 shares; 2025Q3: 12,358 shares; 2025Q4: 12,358 shares; 2026Q1: 10,403 shares; 2026Q2: 10,403 shares 10,403 $165K 0.03% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD 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: 13,120 shares 13,120 $29.5K 0.01% new Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES 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: 10,000 shares; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $21.5K <0.01% new Timeline