WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR 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: 568,723 shares; 2025Q4: 2,779,313 shares; 2026Q1: 2,866,941 shares; 2026Q2: 3,091,982 shares 3,091,982 $78.4M 24.05% +225,041 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: 883,496 shares; 2024Q4: 866,924 shares; 2025Q1: 807,452 shares; 2025Q2: 773,541 shares; 2025Q3: 730,687 shares; 2025Q4: 735,219 shares; 2026Q1: 730,608 shares; 2026Q2: 733,557 shares 733,557 $64.5M 19.78% +2,949 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: 315,307 shares; 2024Q4: 322,326 shares; 2025Q1: 300,448 shares; 2025Q2: 305,854 shares; 2025Q3: 308,739 shares; 2025Q4: 315,519 shares; 2026Q1: 327,219 shares; 2026Q2: 342,517 shares 342,517 $33.1M 10.15% +15,298 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: 61,310 shares; 2024Q4: 59,574 shares; 2025Q1: 55,830 shares; 2025Q2: 48,184 shares; 2025Q3: 46,152 shares; 2025Q4: 45,106 shares; 2026Q1: 44,498 shares; 2026Q2: 43,452 shares 43,452 $32M 9.82% -1,046 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,252 shares; 2024Q4: 262,850 shares; 2025Q1: 473,507 shares; 2025Q2: 505,756 shares; 2025Q3: 411,925 shares; 2025Q4: 416,536 shares; 2026Q1: 416,317 shares; 2026Q2: 438,385 shares 438,385 $22.1M 6.77% +22,068 Timeline SPMD 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: 257,536 shares; 2024Q4: 260,702 shares; 2025Q1: 269,465 shares; 2025Q2: 272,527 shares; 2025Q3: 276,816 shares; 2025Q4: 282,653 shares; 2026Q1: 292,424 shares; 2026Q2: 306,457 shares 306,457 $20.7M 6.35% +14,033 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,280 shares; 2024Q4: 63,913 shares; 2025Q1: 66,603 shares; 2025Q2: 56,830 shares; 2025Q3: 58,862 shares; 2025Q4: 60,354 shares; 2026Q1: 62,586 shares; 2026Q2: 64,653 shares 64,653 $19.4M 5.96% +2,067 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: not reported; 2025Q1: 65,584 shares; 2025Q2: 155,170 shares; 2025Q3: 157,803 shares; 2025Q4: 159,511 shares; 2026Q1: 159,510 shares; 2026Q2: 144,811 shares 144,811 $11.5M 3.53% -14,699 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,860 shares; 2024Q4: 17,227 shares; 2025Q1: 18,571 shares; 2025Q2: 19,885 shares; 2025Q3: 22,136 shares; 2025Q4: 26,340 shares; 2026Q1: 30,617 shares; 2026Q2: 33,221 shares 33,221 $10.1M 3.09% +2,604 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: 42,510 shares; 2024Q4: 41,907 shares; 2025Q1: 41,144 shares; 2025Q2: 40,049 shares; 2025Q3: 38,534 shares; 2025Q4: 39,536 shares; 2026Q1: 38,946 shares; 2026Q2: 38,494 shares 38,494 $9.11M 2.8% -452 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,699 shares; 2024Q4: 12,705 shares; 2025Q1: 12,475 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares; 2026Q2: 10,720 shares 10,720 $3.1M 0.95% -380 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 9,657 shares; 2025Q1: 9,316 shares; 2025Q2: 8,951 shares; 2025Q3: 9,026 shares; 2025Q4: 8,943 shares; 2026Q1: 8,847 shares; 2026Q2: 35,127 shares 35,127 $2.83M 0.87% +26,280 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: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.46% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,446 shares; 2024Q4: 30,940 shares; 2025Q1: 30,948 shares; 2025Q2: 25,905 shares; 2025Q3: 23,366 shares; 2025Q4: 21,928 shares; 2026Q1: 20,913 shares; 2026Q2: 20,533 shares 20,533 $1.39M 0.43% -380 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,553 shares; 2024Q4: 19,531 shares; 2025Q1: 18,531 shares; 2025Q2: 18,296 shares; 2025Q3: 16,740 shares; 2025Q4: 16,740 shares; 2026Q1: 16,140 shares; 2026Q2: 15,155 shares 15,155 $1.27M 0.39% -985 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: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $1.22M 0.37% 0 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $1.15M 0.35% 0 Timeline AUSM ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 40,902 shares 40,902 $1.03M 0.31% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 10,974 shares 10,974 $945K 0.29% +9,145 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,434 shares; 2026Q1: 3,434 shares; 2026Q2: 3,435 shares 3,435 $696K 0.21% +1 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: 1,517 shares; 2024Q4: 1,518 shares; 2025Q1: 1,519 shares; 2025Q2: 1,520 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares 1,522 $568K 0.17% 0 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: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares; 2026Q1: 1,704 shares; 2026Q2: 1,704 shares 1,704 $558K 0.17% 0 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: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 994 shares; 2026Q2: 3,848 shares 3,848 $478K 0.15% +2,854 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 950 shares; 2025Q4: 1,425 shares; 2026Q1: 1,550 shares; 2026Q2: 1,750 shares 1,750 $474K 0.15% +200 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: 1,760 shares; 2024Q4: 2,773 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares 2,213 $443K 0.14% 0 Timeline VHT 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: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,652 shares; 2025Q4: 1,472 shares; 2026Q1: 1,422 shares; 2026Q2: 1,422 shares 1,422 $425K 0.13% 0 Timeline VXF 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: 1,830 shares; 2024Q4: 1,814 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,681 shares; 2025Q4: 1,668 shares; 2026Q1: 1,668 shares; 2026Q2: 1,668 shares 1,668 $411K 0.13% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 641 shares; 2026Q2: 4,734 shares 4,734 $391K 0.12% +4,093 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares; 2026Q2: 1,761 shares 1,761 $384K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares; 2025Q4: 2,299 shares; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares 2,276 $377K 0.12% 0 Timeline SCHB 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: 4,363 shares; 2024Q4: 13,089 shares; 2025Q1: 13,089 shares; 2025Q2: 13,089 shares; 2025Q3: 13,089 shares; 2025Q4: 13,089 shares; 2026Q1: 12,689 shares; 2026Q2: 12,689 shares 12,689 $367K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $350K 0.11% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $344K 0.11% 0 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: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $333K 0.1% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,761 shares 2,761 $323K 0.1% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares; 2025Q4: 6,491 shares; 2026Q1: 6,491 shares; 2026Q2: 6,491 shares 6,491 $311K 0.1% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,282 shares; 2024Q4: 10,282 shares; 2025Q1: 10,282 shares; 2025Q2: 10,282 shares; 2025Q3: 10,282 shares; 2025Q4: 10,282 shares; 2026Q1: 10,282 shares; 2026Q2: 10,282 shares 10,282 $311K 0.1% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $308K 0.09% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,175 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares 4,175 $306K 0.09% 0 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: 6,376 shares; 2024Q4: 6,358 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 5,990 shares; 2026Q2: 5,990 shares 5,990 $302K 0.09% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $272K 0.08% 0 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: 1,015 shares; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,037 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041 $262K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $260K 0.08% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,224 shares; 2026Q2: 3,224 shares 3,224 $246K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares 681 $243K 0.07% 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: 1,709 shares 1,709 $239K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $227K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $209K 0.06% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $204K 0.06% new Timeline