VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,079,988 shares; 2025Q4: 1,737,812 shares; 2026Q1: 2,285,697 shares 2,285,697 $173M 14.7% +547,885 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969,509 shares; 2024Q4: 964,715 shares; 2025Q1: 967,484 shares; 2025Q2: 946,228 shares; 2025Q3: 912,179 shares; 2025Q4: 802,424 shares; 2026Q1: 680,458 shares 680,458 $60M 5.1% -121,966 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; 2024Q2: restricted; 2024Q3: 1,361,271 shares; 2024Q4: 1,349,296 shares; 2025Q1: 1,358,274 shares; 2025Q2: 1,342,274 shares; 2025Q3: 1,290,033 shares; 2025Q4: 1,329,085 shares; 2026Q1: 1,364,787 shares 1,364,787 $51.6M 4.39% +35,702 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,953 shares; 2024Q4: 114,194 shares; 2025Q1: 114,608 shares; 2025Q2: 131,800 shares; 2025Q3: 129,494 shares; 2025Q4: 127,851 shares; 2026Q1: 103,605 shares 103,605 $26.3M 2.23% -24,246 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,581 shares; 2024Q4: 145,205 shares; 2025Q1: 141,838 shares; 2025Q2: 141,941 shares; 2025Q3: 135,594 shares; 2025Q4: 129,577 shares; 2026Q1: 88,353 shares 88,353 $25.3M 2.15% -41,224 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,694 shares; 2024Q4: 398,702 shares; 2025Q1: 402,606 shares; 2025Q2: 402,509 shares; 2025Q3: 393,420 shares; 2025Q4: 405,174 shares; 2026Q1: 434,012 shares 434,012 $24.8M 2.11% +28,838 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,391 shares; 2024Q4: 157,139 shares; 2025Q1: 163,081 shares; 2025Q2: 181,556 shares; 2025Q3: 202,356 shares; 2025Q4: 226,260 shares; 2026Q1: 453,356 shares 453,356 $23.9M 2.03% +227,096 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,848 shares; 2024Q4: 78,674 shares; 2025Q1: 83,768 shares; 2025Q2: 82,659 shares; 2025Q3: 78,442 shares; 2025Q4: 78,151 shares; 2026Q1: 61,575 shares 61,575 $22.8M 1.94% -16,576 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,825 shares 301,825 $20.3M 1.72% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,532 shares; 2024Q4: 177,556 shares; 2025Q1: 177,160 shares; 2025Q2: 171,790 shares; 2025Q3: 163,043 shares; 2025Q4: 86,391 shares; 2026Q1: 87,269 shares 87,269 $17.7M 1.51% +878 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,728 shares; 2024Q4: 10,689 shares; 2025Q1: 11,451 shares; 2025Q2: 83,976 shares; 2025Q3: 84,419 shares; 2025Q4: 87,234 shares; 2026Q1: 81,423 shares 81,423 $16.8M 1.43% -5,811 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 222,238 shares; 2025Q1: 225,643 shares; 2025Q2: 225,586 shares; 2025Q3: 222,031 shares; 2025Q4: 226,779 shares; 2026Q1: 251,429 shares 251,429 $16.3M 1.39% +24,650 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,203 shares; 2024Q4: 114,848 shares; 2025Q1: 116,887 shares; 2025Q2: 86,097 shares; 2025Q3: 85,073 shares; 2025Q4: 58,154 shares; 2026Q1: 59,250 shares 59,250 $15.1M 1.28% +1,096 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 19,853 shares; 2025Q1: 31,809 shares; 2025Q2: 32,311 shares; 2025Q3: 32,955 shares; 2025Q4: 34,053 shares; 2026Q1: 34,555 shares 34,555 $15.1M 1.28% +502 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,366 shares; 2024Q4: 24,422 shares; 2025Q1: 24,839 shares; 2025Q2: 24,917 shares; 2025Q3: 25,164 shares; 2025Q4: 50,096 shares; 2026Q1: 49,874 shares 49,874 $14.2M 1.2% -222 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 56,167 shares; 2025Q1: 57,192 shares; 2025Q2: 57,201 shares; 2025Q3: 56,722 shares; 2025Q4: 56,510 shares; 2026Q1: 107,996 shares 107,996 $14.1M 1.2% +51,486 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; 2024Q2: restricted; 2024Q3: 90,517 shares; 2024Q4: 89,075 shares; 2025Q1: 90,613 shares; 2025Q2: 91,358 shares; 2025Q3: 76,991 shares; 2025Q4: 77,863 shares; 2026Q1: 77,820 shares 77,820 $13.2M 1.12% -43 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,548 shares; 2024Q4: 31,269 shares; 2025Q1: 23,523 shares; 2025Q2: 23,905 shares; 2025Q3: 24,410 shares; 2025Q4: 24,580 shares; 2026Q1: 24,850 shares 24,850 $12.4M 1.06% +270 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; 2024Q2: restricted; 2024Q3: 219,505 shares; 2024Q4: 219,843 shares; 2025Q1: 224,047 shares; 2025Q2: 225,132 shares; 2025Q3: 221,289 shares; 2025Q4: 307,934 shares; 2026Q1: 327,315 shares 327,315 $11.9M 1.01% +19,381 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,173 shares; 2024Q4: 41,289 shares; 2025Q1: 31,768 shares; 2025Q2: 37,690 shares; 2025Q3: 38,535 shares; 2025Q4: 38,778 shares; 2026Q1: 39,298 shares 39,298 $11.9M 1.01% +520 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,450 shares; 2024Q4: 120,084 shares; 2025Q1: 124,033 shares; 2025Q2: 104,954 shares; 2025Q3: 105,735 shares; 2025Q4: 142,981 shares; 2026Q1: 152,059 shares 152,059 $11.5M 0.98% +9,078 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; 2024Q2: restricted; 2024Q3: 469,920 shares; 2024Q4: 471,336 shares; 2025Q1: 474,867 shares; 2025Q2: 491,544 shares; 2025Q3: 482,596 shares; 2025Q4: 517,821 shares; 2026Q1: 586,053 shares 586,053 $11.3M 0.96% +68,232 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,323 shares; 2024Q4: 41,536 shares; 2025Q1: 43,405 shares; 2025Q2: 44,663 shares; 2025Q3: 45,299 shares; 2025Q4: 44,948 shares; 2026Q1: 44,224 shares 44,224 $10.8M 0.92% -724 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,084 shares; 2025Q3: 143,199 shares; 2025Q4: 152,590 shares; 2026Q1: 163,148 shares 163,148 $10.3M 0.88% +10,558 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; 2024Q2: restricted; 2024Q3: 27,334 shares; 2024Q4: 29,133 shares; 2025Q1: 29,117 shares; 2025Q2: 17,410 shares; 2025Q3: 17,330 shares; 2025Q4: 19,114 shares; 2026Q1: 23,089 shares 23,089 $9.93M 0.84% +3,975 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,741 shares; 2024Q4: 82,839 shares; 2025Q1: 35,038 shares; 2025Q2: 164,364 shares; 2025Q3: 166,690 shares; 2025Q4: 74,754 shares; 2026Q1: 74,639 shares 74,639 $9.85M 0.84% -115 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,892 shares; 2024Q4: 320,858 shares; 2025Q1: 326,589 shares; 2025Q2: 329,794 shares; 2025Q3: 330,924 shares; 2025Q4: 358,030 shares; 2026Q1: 390,960 shares 390,960 $9.49M 0.81% +32,930 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418,136 shares; 2026Q1: 450,479 shares 450,479 $9.35M 0.79% +32,343 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; 2024Q2: restricted; 2024Q3: 327,295 shares; 2024Q4: 329,429 shares; 2025Q1: 378,623 shares; 2025Q2: 201,092 shares; 2025Q3: 283,872 shares; 2025Q4: 294,396 shares; 2026Q1: 136,303 shares 136,303 $9.29M 0.79% -158,093 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,974 shares; 2026Q1: 127,211 shares 127,211 $9.25M 0.79% +7,237 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,146 shares; 2024Q4: 58,474 shares; 2025Q1: 58,474 shares; 2025Q2: 58,474 shares; 2025Q3: 58,474 shares; 2025Q4: 58,474 shares; 2026Q1: 199,132 shares 199,132 $8.85M 0.75% +140,658 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,567 shares; 2024Q4: 36,941 shares; 2025Q1: 37,572 shares; 2025Q2: 38,300 shares; 2025Q3: 38,686 shares; 2025Q4: 37,784 shares; 2026Q1: 38,318 shares 38,318 $8.85M 0.75% +534 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 66,030 shares; 2026Q1: 69,768 shares 69,768 $8.84M 0.75% +3,738 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,862 shares; 2024Q4: 16,274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,072 shares; 2025Q4: 35,332 shares; 2026Q1: 35,325 shares 35,325 $8.73M 0.74% -7 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; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 967 shares; 2025Q1: 1,042 shares; 2025Q2: 1,063 shares; 2025Q3: 1,068 shares; 2025Q4: 2,006 shares; 2026Q1: 2,028 shares 2,028 $8.54M 0.73% +22 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 24,413 shares; 2025Q1: 24,882 shares; 2025Q2: 25,313 shares; 2025Q3: 25,951 shares; 2025Q4: 25,903 shares; 2026Q1: 26,210 shares 26,210 $8.15M 0.69% +307 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,015 shares; 2025Q1: 43,086 shares; 2025Q2: 44,582 shares; 2025Q3: 45,888 shares; 2025Q4: 84,290 shares; 2026Q1: 84,717 shares 84,717 $8.13M 0.69% +427 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,552 shares 40,552 $8M 0.68% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,011 shares; 2025Q1: 47,921 shares; 2025Q2: 49,710 shares; 2025Q3: 50,228 shares; 2025Q4: 50,517 shares; 2026Q1: 95,189 shares 95,189 $7.97M 0.68% +44,672 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,256 shares 168,256 $7.37M 0.63% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,287 shares; 2024Q4: 216,868 shares; 2025Q1: 220,615 shares; 2025Q2: 220,693 shares; 2025Q3: 218,614 shares; 2025Q4: 158,927 shares; 2026Q1: 125,118 shares 125,118 $7.24M 0.62% -33,809 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,399 shares; 2024Q4: 98,652 shares; 2025Q1: 101,672 shares; 2025Q2: 104,700 shares; 2025Q3: 107,589 shares; 2025Q4: 108,612 shares; 2026Q1: 108,519 shares 108,519 $7.17M 0.61% -93 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; 2024Q2: restricted; 2024Q3: 39,922 shares; 2024Q4: 44,238 shares; 2025Q1: 45,159 shares; 2025Q2: 46,284 shares; 2025Q3: 47,435 shares; 2025Q4: 47,902 shares; 2026Q1: 48,142 shares 48,142 $6.96M 0.59% +240 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,683 shares; 2025Q1: 135,424 shares; 2025Q2: 134,847 shares; 2025Q3: 135,248 shares; 2025Q4: 237,231 shares; 2026Q1: 253,979 shares 253,979 $6.94M 0.59% +16,748 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 14,322 shares; 2025Q1: 14,551 shares; 2025Q2: 14,747 shares; 2025Q3: 14,853 shares; 2025Q4: 27,014 shares; 2026Q1: 27,339 shares 27,339 $6.79M 0.58% +325 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,418 shares; 2025Q1: 62,602 shares; 2025Q2: 63,988 shares; 2025Q3: 64,431 shares; 2025Q4: 68,026 shares; 2026Q1: 71,732 shares 71,732 $6.69M 0.57% +3,706 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,115 shares; 2025Q2: 5,124 shares; 2025Q3: 5,205 shares; 2025Q4: 5,208 shares; 2026Q1: 5,264 shares 5,264 $6.64M 0.56% +56 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,097 shares; 2025Q4: 89,707 shares; 2026Q1: 115,939 shares 115,939 $6.45M 0.55% +26,232 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,621 shares; 2025Q4: 50,414 shares; 2026Q1: 50,861 shares 50,861 $6.42M 0.55% +447 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 9,955 shares; 2025Q1: 7,487 shares; 2025Q2: 66,315 shares; 2025Q3: 67,746 shares; 2025Q4: 68,299 shares; 2026Q1: 69,486 shares 69,486 $6.41M 0.55% +1,187 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,340 shares; 2025Q1: 12,585 shares; 2025Q2: 27,286 shares; 2025Q3: 27,521 shares; 2025Q4: 27,571 shares; 2026Q1: 27,963 shares 27,963 $6.28M 0.53% +392 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,289 shares; 2025Q4: 50,286 shares; 2026Q1: 85,814 shares 85,814 $6.22M 0.53% +35,528 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,778 shares 58,778 $6.16M 0.52% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 925,395 shares 925,395 $6.14M 0.52% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,876 shares; 2024Q4: 189,912 shares; 2025Q1: 189,245 shares; 2025Q2: 187,591 shares; 2025Q3: 187,018 shares; 2025Q4: 185,833 shares; 2026Q1: 177,127 shares 177,127 $5.94M 0.5% -8,706 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,576 shares 43,576 $5.66M 0.48% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,954 shares 59,954 $5.63M 0.48% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,333 shares; 2024Q4: 19,188 shares; 2025Q1: 19,642 shares; 2025Q2: 20,153 shares; 2025Q3: 20,586 shares; 2025Q4: 20,281 shares; 2026Q1: 20,858 shares 20,858 $5.56M 0.47% +577 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 7,696 shares; 2025Q1: 4,689 shares; 2025Q2: 9,337 shares; 2025Q3: 6,850 shares; 2025Q4: 43,739 shares; 2026Q1: 66,353 shares 66,353 $5.48M 0.47% +22,614 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,956 shares; 2026Q1: 74,152 shares 74,152 $5.33M 0.45% +1,196 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; 2024Q2: restricted; 2024Q3: 83,428 shares; 2024Q4: 78,505 shares; 2025Q1: 84,540 shares; 2025Q2: 84,540 shares; 2025Q3: 86,353 shares; 2025Q4: 57,358 shares; 2026Q1: 57,397 shares 57,397 $5.27M 0.45% +39 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,065 shares; 2024Q4: 37,538 shares; 2025Q1: 42,325 shares; 2025Q2: 95,360 shares; 2025Q3: 96,629 shares; 2025Q4: 51,549 shares; 2026Q1: 85,269 shares 85,269 $5.15M 0.44% +33,720 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,120 shares; 2025Q1: 7,020 shares; 2025Q2: 22,987 shares; 2025Q3: 23,322 shares; 2025Q4: 23,122 shares; 2026Q1: 23,474 shares 23,474 $5.11M 0.43% +352 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 489,803 shares; 2025Q2: 498,365 shares; 2025Q3: 496,977 shares; 2025Q4: 546,782 shares; 2026Q1: 312,615 shares 312,615 $4.97M 0.42% -234,167 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,655 shares; 2024Q4: 22,203 shares; 2025Q1: 22,203 shares; 2025Q2: 19,313 shares; 2025Q3: 429,549 shares; 2025Q4: 443,630 shares; 2026Q1: 261,475 shares 261,475 $4.87M 0.41% -182,155 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,532 shares; 2025Q3: 31,466 shares; 2025Q4: 31,706 shares; 2026Q1: 62,449 shares 62,449 $4.81M 0.41% +30,743 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,282 shares; 2024Q4: 5,291 shares; 2025Q1: 5,358 shares; 2025Q2: 5,427 shares; 2025Q3: 5,490 shares; 2025Q4: 5,454 shares; 2026Q1: 5,443 shares 5,443 $4.71M 0.4% -11 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252,881 shares 252,881 $4.62M 0.39% new 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; 2024Q2: restricted; 2024Q3: 128,313 shares; 2024Q4: 31,667 shares; 2025Q1: 35,718 shares; 2025Q2: 41,317 shares; 2025Q3: 58,985 shares; 2025Q4: 77,063 shares; 2026Q1: 88,520 shares 88,520 $4.48M 0.38% +11,457 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: 9,188 shares; 2025Q3: 9,277 shares; 2025Q4: 9,198 shares; 2026Q1: 9,201 shares 9,201 $4.42M 0.38% +3 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,622 shares; 2025Q1: 31,967 shares; 2025Q2: 33,116 shares; 2025Q3: 33,443 shares; 2025Q4: 33,395 shares; 2026Q1: 33,695 shares 33,695 $4.42M 0.38% +300 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,402 shares; 2024Q4: 26,882 shares; 2025Q1: 27,656 shares; 2025Q2: 28,619 shares; 2025Q3: 28,840 shares; 2025Q4: 28,508 shares; 2026Q1: 28,545 shares 28,545 $4.36M 0.37% +37 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676,362 shares; 2024Q4: 295,826 shares; 2025Q1: 297,910 shares; 2025Q2: 301,759 shares; 2025Q3: 98,619 shares; 2025Q4: 147,889 shares; 2026Q1: 86,100 shares 86,100 $4.36M 0.37% -61,789 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,828 shares 82,828 $4.26M 0.36% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,321 shares; 2026Q1: 58,224 shares 58,224 $4.23M 0.36% +3,903 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,741 shares; 2025Q4: 86,318 shares; 2026Q1: 86,516 shares 86,516 $4.15M 0.35% +198 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,653 shares; 2025Q2: not reported; 2025Q3: 5,247 shares; 2025Q4: 5,327 shares; 2026Q1: 5,334 shares 5,334 $4.12M 0.35% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,129 shares; 2025Q1: 10,932 shares; 2025Q2: 11,164 shares; 2025Q3: 11,338 shares; 2025Q4: 11,618 shares; 2026Q1: 11,606 shares 11,606 $4.08M 0.35% -12 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,149 shares; 2024Q4: 44,349 shares; 2025Q1: 45,353 shares; 2025Q2: 47,066 shares; 2025Q3: 47,721 shares; 2025Q4: 47,891 shares; 2026Q1: 48,493 shares 48,493 $3.97M 0.34% +602 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; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,380 shares; 2025Q4: 15,635 shares; 2026Q1: 15,802 shares 15,802 $3.83M 0.33% +167 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259,846 shares 259,846 $3.76M 0.32% new Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261,910 shares; 2026Q1: 175,127 shares 175,127 $3.76M 0.32% -86,783 Timeline BKV BKV CORP More: the full row for BKV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,142 shares 130,142 $3.71M 0.32% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 7,844 shares; 2025Q1: 7,768 shares; 2025Q2: 7,768 shares; 2025Q3: 6,644 shares; 2025Q4: 6,620 shares; 2026Q1: 5,215 shares 5,215 $3.69M 0.31% -1,405 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,499 shares 96,499 $3.67M 0.31% new 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; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 2,054 shares; 2025Q2: 22,444 shares; 2025Q3: 22,885 shares; 2025Q4: 22,998 shares; 2026Q1: 23,367 shares 23,367 $3.63M 0.31% +369 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,383 shares; 2026Q1: 24,638 shares 24,638 $3.6M 0.31% +255 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,312 shares; 2024Q4: 175,540 shares; 2025Q1: 52,953 shares; 2025Q2: 46,896 shares; 2025Q3: 53,068 shares; 2025Q4: 48,388 shares; 2026Q1: 48,350 shares 48,350 $3.52M 0.3% -38 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; 2024Q2: restricted; 2024Q3: 31,398 shares; 2024Q4: 30,666 shares; 2025Q1: 26,636 shares; 2025Q2: 24,346 shares; 2025Q3: 23,599 shares; 2025Q4: 23,189 shares; 2026Q1: 18,209 shares 18,209 $3.49M 0.3% -4,980 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,637 shares; 2025Q1: 30,328 shares; 2025Q2: 31,719 shares; 2025Q3: 73,986 shares; 2025Q4: 39,659 shares; 2026Q1: 39,920 shares 39,920 $3.4M 0.29% +261 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; 2024Q2: restricted; 2024Q3: 32,978 shares; 2024Q4: 33,262 shares; 2025Q1: 24,761 shares; 2025Q2: 25,751 shares; 2025Q3: 26,266 shares; 2025Q4: 14,220 shares; 2026Q1: 14,300 shares 14,300 $3.38M 0.29% +80 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,468 shares; 2026Q1: 61,547 shares 61,547 $3.33M 0.28% +37,079 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,515 shares; 2026Q1: 38,863 shares 38,863 $3.29M 0.28% +348 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,178 shares 40,178 $3.28M 0.28% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,842 shares 41,842 $3.28M 0.28% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,481 shares; 2026Q1: 37,227 shares 37,227 $3.27M 0.28% +8,746 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,208 shares 23,208 $3.18M 0.27% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,653 shares 37,653 $3.15M 0.27% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,270 shares; 2026Q1: 12,430 shares 12,430 $3.11M 0.26% +160 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,343 shares; 2026Q1: 38,622 shares 38,622 $3.1M 0.26% +279 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,805 shares; 2024Q4: 51,805 shares; 2025Q1: 51,805 shares; 2025Q2: 51,805 shares; 2025Q3: 51,805 shares; 2025Q4: 58,484 shares; 2026Q1: 58,484 shares 58,484 $3.09M 0.26% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,518 shares; 2025Q4: 30,120 shares; 2026Q1: 30,565 shares 30,565 $3.06M 0.26% +445 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,674 shares 5,674 $3.06M 0.26% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,785 shares 5,785 $3.02M 0.26% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,802 shares 145,802 $3.02M 0.26% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 14,424 shares; 2025Q1: 14,424 shares; 2025Q2: 14,424 shares; 2025Q3: 14,424 shares; 2025Q4: 14,320 shares; 2026Q1: 13,800 shares 13,800 $2.99M 0.25% -520 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,300 shares 10,300 $2.86M 0.24% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,394 shares; 2026Q1: 7,506 shares 7,506 $2.69M 0.23% +112 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,497 shares 141,497 $2.66M 0.23% new 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; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,956 shares; 2025Q1: 4,746 shares; 2025Q2: 4,212 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,517 shares 4,517 $2.61M 0.22% +290 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; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,548 shares; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,933 shares; 2026Q1: 4,335 shares 4,335 $2.59M 0.22% +402 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,932 shares; 2024Q4: 113,932 shares; 2025Q1: 117,932 shares; 2025Q2: 113,932 shares; 2025Q3: 113,932 shares; 2025Q4: 113,932 shares; 2026Q1: 111,202 shares 111,202 $2.48M 0.21% -2,730 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,453 shares; 2024Q4: 29,897 shares; 2025Q1: 29,114 shares; 2025Q2: 28,660 shares; 2025Q3: 28,780 shares; 2025Q4: 28,671 shares; 2026Q1: 19,397 shares 19,397 $2.41M 0.2% -9,274 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; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,882 shares; 2025Q1: 7,528 shares; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares; 2025Q4: 7,630 shares; 2026Q1: 7,376 shares 7,376 $2.37M 0.2% -254 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; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,817 shares; 2025Q1: 2,350 shares; 2025Q2: 2,319 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares; 2026Q1: 2,151 shares 2,151 $2.14M 0.18% -37 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; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 4,132 shares; 2025Q1: 4,120 shares; 2025Q2: 3,718 shares; 2025Q3: 3,474 shares; 2025Q4: 3,119 shares; 2026Q1: 3,170 shares 3,170 $2.06M 0.18% +51 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,718 shares; 2024Q4: 10,790 shares; 2025Q1: 10,720 shares; 2025Q2: 10,125 shares; 2025Q3: 10,063 shares; 2025Q4: 8,343 shares; 2026Q1: 6,610 shares 6,610 $2.05M 0.17% -1,733 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 24,736 shares; 2025Q1: 24,342 shares; 2025Q2: 24,392 shares; 2025Q3: 24,267 shares; 2025Q4: 24,017 shares; 2026Q1: 17,061 shares 17,061 $1.96M 0.17% -6,956 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,860 shares; 2024Q4: 17,427 shares; 2025Q1: 15,900 shares; 2025Q2: 15,392 shares; 2025Q3: 14,824 shares; 2025Q4: 14,754 shares; 2026Q1: 12,621 shares 12,621 $1.91M 0.16% -2,133 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,283 shares; 2025Q1: 8,183 shares; 2025Q2: 8,183 shares; 2025Q3: 8,175 shares; 2025Q4: 8,175 shares; 2026Q1: 8,175 shares 8,175 $1.88M 0.16% 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; 2024Q2: restricted; 2024Q3: 9,428 shares; 2024Q4: 8,223 shares; 2025Q1: 8,479 shares; 2025Q2: 8,425 shares; 2025Q3: 8,424 shares; 2025Q4: 7,639 shares; 2026Q1: 6,451 shares 6,451 $1.86M 0.16% -1,188 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,184 shares; 2024Q4: 13,471 shares; 2025Q1: 12,895 shares; 2025Q2: 13,688 shares; 2025Q3: 13,580 shares; 2025Q4: 13,195 shares; 2026Q1: 10,360 shares 10,360 $1.81M 0.15% -2,835 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,289 shares; 2024Q4: 38,675 shares; 2025Q1: 38,675 shares; 2025Q2: 38,675 shares; 2025Q3: 38,675 shares; 2025Q4: 38,675 shares; 2026Q1: 38,675 shares 38,675 $1.76M 0.15% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,652 shares; 2024Q4: 19,460 shares; 2025Q1: 19,390 shares; 2025Q2: 18,068 shares; 2025Q3: 18,054 shares; 2025Q4: 15,875 shares; 2026Q1: 15,405 shares 15,405 $1.63M 0.14% -470 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 21,833 shares; 2025Q1: 21,842 shares; 2025Q2: 21,850 shares; 2025Q3: 21,309 shares; 2025Q4: 21,318 shares; 2026Q1: 19,725 shares 19,725 $1.61M 0.14% -1,593 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,302 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,924 shares 3,924 $1.44M 0.12% +4 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; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 8,832 shares; 2025Q1: 8,527 shares; 2025Q2: 8,560 shares; 2025Q3: 8,591 shares; 2025Q4: 7,681 shares; 2026Q1: 6,760 shares 6,760 $1.41M 0.12% -921 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; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 10,368 shares; 2025Q1: 10,196 shares; 2025Q2: 10,241 shares; 2025Q3: 10,197 shares; 2025Q4: 10,537 shares; 2026Q1: 9,235 shares 9,235 $1.33M 0.11% -1,302 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,170 shares; 2025Q1: 9,775 shares; 2025Q2: 9,944 shares; 2025Q3: 9,875 shares; 2025Q4: 10,225 shares; 2026Q1: 8,278 shares 8,278 $1.29M 0.11% -1,947 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,008 shares; 2024Q4: 23,232 shares; 2025Q1: 39,710 shares; 2025Q2: 39,510 shares; 2025Q3: 39,124 shares; 2025Q4: 40,275 shares; 2026Q1: 35,818 shares 35,818 $1.27M 0.11% -4,457 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 17,610 shares; 2025Q1: 17,612 shares; 2025Q2: 17,614 shares; 2025Q3: 17,561 shares; 2025Q4: 17,507 shares; 2026Q1: 17,203 shares 17,203 $1.24M 0.11% -304 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,470 shares; 2025Q3: 173,784 shares; 2025Q4: 166,782 shares; 2026Q1: 29,297 shares 29,297 $1.24M 0.11% -137,485 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,143 shares; 2025Q1: 12,338 shares; 2025Q2: 15,005 shares; 2025Q3: 28,241 shares; 2025Q4: 21,455 shares; 2026Q1: 40,400 shares 40,400 $1.24M 0.11% +18,945 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; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,484 shares; 2025Q1: 4,484 shares; 2025Q2: 4,606 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares 4,484 $1.17M 0.1% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,173 shares; 2025Q1: 6,112 shares; 2025Q2: 6,112 shares; 2025Q3: 6,105 shares; 2025Q4: 30,630 shares; 2026Q1: 5,780 shares 5,780 $1.17M 0.1% -24,850 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,464 shares; 2024Q4: 30,464 shares; 2025Q1: 30,464 shares; 2025Q2: 30,464 shares; 2025Q3: 30,464 shares; 2025Q4: 28,368 shares; 2026Q1: 28,368 shares 28,368 $1.04M 0.09% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 35,230 shares; 2025Q1: 35,230 shares; 2025Q2: 35,230 shares; 2025Q3: 35,230 shares; 2025Q4: 35,230 shares; 2026Q1: 35,230 shares 35,230 $1.03M 0.09% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,485 shares; 2024Q4: 12,245 shares; 2025Q1: 10,650 shares; 2025Q2: 10,723 shares; 2025Q3: 11,523 shares; 2025Q4: 11,523 shares; 2026Q1: 11,230 shares 11,230 $1.02M 0.09% -293 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; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,071 shares; 2025Q1: 3,038 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,241 shares; 2026Q1: 2,106 shares 2,106 $1.01M 0.09% -135 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; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 4,458 shares; 2025Q3: 4,555 shares; 2025Q4: 4,363 shares; 2026Q1: 3,821 shares 3,821 $926K 0.08% -542 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; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,205 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares 3,205 $920K 0.08% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,901 shares; 2026Q1: 15,716 shares 15,716 $895K 0.08% -101,185 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,676 shares; 2024Q4: 34,404 shares; 2025Q1: 34,275 shares; 2025Q2: 34,275 shares; 2025Q3: 42,720 shares; 2025Q4: 40,472 shares; 2026Q1: 40,472 shares 40,472 $869K 0.07% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,545 shares; 2026Q1: 1,770 shares 1,770 $768K 0.07% -775 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,750 shares 8,750 $754K 0.06% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,231 shares; 2024Q4: 25,408 shares; 2025Q1: 25,408 shares; 2025Q2: 25,408 shares; 2025Q3: 30,043 shares; 2025Q4: 6,478 shares; 2026Q1: 6,277 shares 6,277 $753K 0.06% -201 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 10,595 shares; 2025Q3: 10,595 shares; 2025Q4: 10,595 shares; 2026Q1: 11,075 shares 11,075 $720K 0.06% +480 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; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.06% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,863 shares 20,863 $700K 0.06% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $685K 0.06% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 14,106 shares; 2025Q1: 14,106 shares; 2025Q2: 13,306 shares; 2025Q3: 14,306 shares; 2025Q4: 14,306 shares; 2026Q1: 14,306 shares 14,306 $683K 0.06% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares 1,431 $679K 0.06% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 10,603 shares; 2025Q1: 11,653 shares; 2025Q2: 12,881 shares; 2025Q3: 12,181 shares; 2025Q4: 12,181 shares; 2026Q1: 10,698 shares 10,698 $670K 0.06% -1,483 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,735 shares; 2024Q4: 13,235 shares; 2025Q1: 22,737 shares; 2025Q2: 20,917 shares; 2025Q3: 18,008 shares; 2025Q4: 11,458 shares; 2026Q1: 6,819 shares 6,819 $664K 0.06% -4,639 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,949 shares; 2024Q4: 26,949 shares; 2025Q1: 24,084 shares; 2025Q2: 24,084 shares; 2025Q3: 24,084 shares; 2025Q4: 36,371 shares; 2026Q1: 36,197 shares 36,197 $657K 0.06% -174 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $656K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 8,684 shares; 2025Q1: 8,644 shares; 2025Q2: 8,125 shares; 2025Q3: 8,075 shares; 2025Q4: 8,075 shares; 2026Q1: 6,379 shares 6,379 $655K 0.06% -1,696 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544,895 shares; 2024Q4: 2,235,547 shares; 2025Q1: 2,578,149 shares; 2025Q2: 2,060,435 shares; 2025Q3: 29,629 shares; 2025Q4: 20,371 shares; 2026Q1: 13,104 shares 13,104 $653K 0.06% -7,267 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 34,204 shares; 2025Q1: 34,204 shares; 2025Q2: 33,204 shares; 2025Q3: 35,204 shares; 2025Q4: 36,613 shares; 2026Q1: 26,298 shares 26,298 $641K 0.05% -10,315 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,356 shares; 2025Q3: 37,355 shares; 2025Q4: 24,705 shares; 2026Q1: 15,695 shares 15,695 $640K 0.05% -9,010 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,835 shares; 2026Q1: 1,657 shares 1,657 $614K 0.05% -178 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; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,608 shares; 2025Q1: 2,554 shares; 2025Q2: 2,375 shares; 2025Q3: 2,396 shares; 2025Q4: 2,537 shares; 2026Q1: 1,806 shares 1,806 $594K 0.05% -731 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,577 shares; 2024Q4: 19,315 shares; 2025Q1: 19,315 shares; 2025Q2: 19,315 shares; 2025Q3: 19,315 shares; 2025Q4: 19,315 shares; 2026Q1: 19,315 shares 19,315 $589K 0.05% 0 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; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,198 shares; 2026Q1: 2,153 shares 2,153 $583K 0.05% -45 Timeline FCG 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,553 shares; 2026Q1: 17,523 shares 17,523 $555K 0.05% +4,970 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 5,955 shares 5,955 $536K 0.05% +1 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,535 shares; 2024Q4: 43,535 shares; 2025Q1: 43,535 shares; 2025Q2: 43,535 shares; 2025Q3: 43,535 shares; 2025Q4: 43,535 shares; 2026Q1: 43,242 shares 43,242 $533K 0.05% -293 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; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,166 shares; 2025Q1: 2,169 shares; 2025Q2: 2,172 shares; 2025Q3: 2,175 shares; 2025Q4: 2,178 shares; 2026Q1: 2,181 shares 2,181 $533K 0.05% +3 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,289 shares; 2025Q4: 11,296 shares; 2026Q1: 11,300 shares 11,300 $531K 0.05% +4 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $528K 0.04% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,166 shares; 2025Q1: 335,110 shares; 2025Q2: 449,985 shares; 2025Q3: 444,825 shares; 2025Q4: 10,662 shares; 2026Q1: 9,243 shares 9,243 $505K 0.04% -1,419 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; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,704 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,653 shares 1,653 $500K 0.04% -19 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,750 shares; 2024Q4: 91,750 shares; 2025Q1: 91,750 shares; 2025Q2: 91,750 shares; 2025Q3: 91,750 shares; 2025Q4: 91,750 shares; 2026Q1: 91,750 shares 91,750 $488K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,232 shares; 2026Q1: 3,942 shares 3,942 $478K 0.04% -290 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,706 shares; 2026Q1: 12,706 shares 12,706 $477K 0.04% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,619 shares; 2025Q1: 5,357 shares; 2025Q2: 5,357 shares; 2025Q3: 5,357 shares; 2025Q4: 4,667 shares; 2026Q1: 4,667 shares 4,667 $472K 0.04% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 7,020 shares 7,020 $456K 0.04% -25 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares 4,075 $440K 0.04% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,509 shares; 2024Q4: 30,509 shares; 2025Q1: 30,509 shares; 2025Q2: 30,509 shares; 2025Q3: 30,509 shares; 2025Q4: 30,509 shares; 2026Q1: 30,509 shares 30,509 $440K 0.04% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,917 shares; 2025Q4: 4,008 shares; 2026Q1: 3,917 shares 3,917 $430K 0.04% -91 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,907 shares; 2025Q2: 10,907 shares; 2025Q3: 10,907 shares; 2025Q4: 10,907 shares; 2026Q1: 10,907 shares 10,907 $424K 0.04% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,892 shares; 2025Q3: 2,045 shares; 2025Q4: 2,146 shares; 2026Q1: 3,553 shares 3,553 $421K 0.04% +1,407 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; 2024Q2: restricted; 2024Q3: 17,092 shares; 2024Q4: 14,942 shares; 2025Q1: 13,656 shares; 2025Q2: 10,947 shares; 2025Q3: 10,369 shares; 2025Q4: 10,371 shares; 2026Q1: 8,578 shares 8,578 $418K 0.04% -1,793 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,351 shares; 2026Q1: 9,752 shares 9,752 $414K 0.04% -136,599 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 6,860 shares; 2025Q1: 7,180 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 364 shares; 2026Q1: 357 shares 357 $412K 0.04% -7 EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares; 2026Q1: 6,258 shares 6,258 $398K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 49,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares 3,283 $395K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 2,850 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,638 shares 2,638 $383K 0.03% -190 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,697 shares; 2026Q1: 2,598 shares 2,598 $382K 0.03% -99 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 2,122 shares; 2025Q4: 2,331 shares; 2026Q1: 1,526 shares 1,526 $377K 0.03% -805 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $373K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,396 shares; 2025Q1: 3,457 shares; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: 2,527 shares; 2026Q1: 1,681 shares 1,681 $368K 0.03% -846 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares; 2026Q1: 2,717 shares 2,717 $356K 0.03% +68 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,241 shares; 2024Q4: 21,843 shares; 2025Q1: 22,404 shares; 2025Q2: 23,071 shares; 2025Q3: 23,994 shares; 2025Q4: 16,148 shares; 2026Q1: 1,442 shares 1,442 $351K 0.03% -14,706 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 1,808 shares 1,808 $347K 0.03% -572 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,445 shares; 2024Q4: 76,485 shares; 2025Q1: 76,485 shares; 2025Q2: 76,485 shares; 2025Q3: 76,485 shares; 2025Q4: 76,485 shares; 2026Q1: 76,485 shares 76,485 $346K 0.03% 0 Timeline BANK OF AMER CORP 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; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 338 shares; 2025Q1: 367 shares; 2025Q2: 339 shares; 2025Q3: 340 shares; 2025Q4: 329 shares; 2026Q1: 289 shares 289 $345K 0.03% -40 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,715 shares 1,715 $341K 0.03% +150 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; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,898 shares; 2025Q1: 7,086 shares; 2025Q2: 7,654 shares; 2025Q3: 7,666 shares; 2025Q4: 7,819 shares; 2026Q1: 4,316 shares 4,316 $335K 0.03% -3,503 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,759 shares; 2025Q1: 3,759 shares; 2025Q2: 3,911 shares; 2025Q3: 3,759 shares; 2025Q4: 3,184 shares; 2026Q1: 3,184 shares 3,184 $330K 0.03% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,695 shares; 2026Q1: 11,695 shares 11,695 $323K 0.03% 0 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,450 shares; 2024Q4: 38,450 shares; 2025Q1: 38,450 shares; 2025Q2: 38,450 shares; 2025Q3: 38,450 shares; 2025Q4: 38,450 shares; 2026Q1: 38,450 shares 38,450 $321K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,580 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,424 shares; 2025Q4: 2,362 shares; 2026Q1: 2,009 shares 2,009 $321K 0.03% -353 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; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $316K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,066 shares; 2025Q1: 1,025 shares; 2025Q2: 1,042 shares; 2025Q3: 1,055 shares; 2025Q4: 1,070 shares; 2026Q1: 680 shares 680 $297K 0.03% -390 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; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,005 shares; 2025Q1: 1,978 shares; 2025Q2: 1,685 shares; 2025Q3: 1,431 shares; 2025Q4: 1,417 shares; 2026Q1: 1,002 shares 1,002 $295K 0.03% -415 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: not reported; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares 1,162 $291K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,793 shares; 2024Q4: 47,491 shares; 2025Q1: 49,872 shares; 2025Q2: 51,544 shares; 2025Q3: 30,159 shares; 2025Q4: 4,815 shares; 2026Q1: 2,995 shares 2,995 $289K 0.02% -1,820 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 1,064 shares; 2026Q1: 1,014 shares 1,014 $288K 0.02% -50 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,120 shares; 2024Q4: 86,120 shares; 2025Q1: 86,120 shares; 2025Q2: 86,120 shares; 2025Q3: 86,120 shares; 2025Q4: 86,120 shares; 2026Q1: 86,120 shares 86,120 $284K 0.02% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 4,091 shares; 2025Q3: 4,078 shares; 2025Q4: 3,768 shares; 2026Q1: 3,768 shares 3,768 $283K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,260 shares; 2025Q1: 55,892 shares; 2025Q2: 58,239 shares; 2025Q3: 7,604 shares; 2025Q4: 7,604 shares; 2026Q1: 7,584 shares 7,584 $282K 0.02% -20 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,595 shares; 2024Q4: 19,455 shares; 2025Q1: 19,455 shares; 2025Q2: 19,455 shares; 2025Q3: 19,455 shares; 2025Q4: 19,455 shares; 2026Q1: 19,455 shares 19,455 $281K 0.02% 0 Timeline ETPRI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,261 shares 24,261 $281K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,916 shares; 2025Q1: 1,605 shares; 2025Q2: 1,599 shares; 2025Q3: 1,421 shares; 2025Q4: 1,399 shares; 2026Q1: 1,166 shares 1,166 $264K 0.02% -233 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 8,695 shares; 2026Q1: 8,695 shares 8,695 $258K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,539 shares; 2025Q1: 2,539 shares; 2025Q2: 2,507 shares; 2025Q3: 2,269 shares; 2025Q4: 2,096 shares; 2026Q1: 1,391 shares 1,391 $256K 0.02% -705 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares 3,350 $256K 0.02% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares 3,227 $255K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $250K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares 2,860 $248K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,282 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,007 shares; 2026Q1: 1,907 shares 1,907 $244K 0.02% -1,100 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,227 shares 1,227 $243K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: 6,678 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,377 shares; 2025Q4: 6,377 shares; 2026Q1: 4,108 shares 4,108 $241K 0.02% -2,269 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 7,047 shares; 2026Q1: 6,250 shares 6,250 $237K 0.02% -797 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,916 shares; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares; 2026Q1: 3,200 shares 3,200 $230K 0.02% -1,716 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,553 shares; 2026Q1: 1,971 shares 1,971 $228K 0.02% -582 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260 $227K 0.02% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,402 shares 2,402 $220K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360 shares 2,360 $219K 0.02% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 11,263 shares; 2025Q1: 11,263 shares; 2025Q2: 11,263 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares; 2026Q1: 11,080 shares 11,080 $218K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 1,657 shares; 2025Q3: 1,697 shares; 2025Q4: 1,655 shares; 2026Q1: 1,310 shares 1,310 $217K 0.02% -345 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,560 shares 4,560 $214K 0.02% new 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; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $212K 0.02% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,935 shares; 2026Q1: 7,435 shares 7,435 $211K 0.02% -500 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares 1,825 $211K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 7,505 shares; 2025Q1: 6,855 shares; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares 6,855 $208K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares 1,397 $207K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,380 shares; 2024Q4: 139,491 shares; 2025Q1: 140,323 shares; 2025Q2: 5,310 shares; 2025Q3: 3,629 shares; 2025Q4: 2,284 shares; 2026Q1: 1,855 shares 1,855 $201K 0.02% -429 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares 17,500 $191K 0.02% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,075 shares; 2026Q1: 10,075 shares 10,075 $172K 0.01% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,409 shares; 2024Q4: 24,111 shares; 2025Q1: 13,626 shares; 2025Q2: 14,035 shares; 2025Q3: 14,302 shares; 2025Q4: 14,696 shares; 2026Q1: 15,126 shares 15,126 $169K 0.01% +430 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,604 shares; 2024Q4: 27,604 shares; 2025Q1: 27,604 shares; 2025Q2: 27,604 shares; 2025Q3: 27,604 shares; 2025Q4: 27,604 shares; 2026Q1: 27,604 shares 27,604 $141K 0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 14,839 shares; 2025Q1: 14,839 shares; 2025Q2: 14,839 shares; 2025Q3: 14,839 shares; 2025Q4: 14,839 shares; 2026Q1: 14,839 shares 14,839 $133K 0.01% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 11,600 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $121K 0.01% 0 Timeline