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Park Square Financial Group, LLC

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13F filer, CIK 2058285, ROSWELL, GA

Park Square Financial Group, LLC reported $13,169,570 across 245 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 62.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002058285-26-000002

Period
2026-03-31
Reported value
$13.2M
Holdings
245
Top 10 weight
62.47%
New
97
Sold out
91

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQnew+945$545K
LVHIadded+11,613$471K
DVOLnew+8,724$302K
FEMBnew+7,123$205K
LGOVadded+2,335$50.4K

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HYGreduced-8,543-$680K
FDLreduced-12,617-$641K
GLDreduced-1,421-$611K
INVESCO QQQ TRexited-1,156-$591K
SPYreduced-806-$524K

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002058285-26-000002, largest first. % of portfolio is the value over $13,169,570, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,229 shares; 2025Q1: 21,105 shares; 2025Q2: 16,165 shares; 2025Q3: 9,448 shares; 2025Q4: 7,248 shares; 2026Q1: 5,753 shares 5,753$1.1M8.38%-1,495Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,475 shares; 2025Q1: 62,242 shares; 2025Q2: 50,970 shares; 2025Q3: 27,855 shares; 2025Q4: 19,067 shares; 2026Q1: 17,840 shares 17,840$1.07M8.1%-1,227Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,570 shares; 2025Q1: 6,851 shares; 2025Q2: 5,272 shares; 2025Q3: 2,470 shares; 2025Q4: 2,168 shares; 2026Q1: 1,362 shares 1,362$886K6.73%-806Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,618 shares; 2025Q1: 81,679 shares; 2025Q2: 65,734 shares; 2025Q3: 37,739 shares; 2025Q4: 29,602 shares; 2026Q1: 16,985 shares 16,985$863K6.55%-12,617Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,306 shares; 2025Q1: 57,200 shares; 2025Q2: 38,295 shares; 2025Q3: 19,644 shares; 2025Q4: 19,180 shares; 2026Q1: 12,241 shares 12,241$836K6.35%-6,939Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,271 shares; 2025Q1: 47,931 shares; 2025Q2: 33,316 shares; 2025Q3: 23,047 shares; 2025Q4: 18,682 shares; 2026Q1: 10,139 shares 10,139$807K6.13%-8,543Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127,993 shares; 2025Q1: 97,567 shares; 2025Q2: 75,881 shares; 2025Q3: 44,177 shares; 2025Q4: 32,871 shares; 2026Q1: 28,865 shares 28,865$715K5.43%-4,006Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,925 shares; 2025Q1: 50,253 shares; 2025Q2: 39,084 shares; 2025Q3: 22,289 shares; 2025Q4: 16,576 shares; 2026Q1: 14,292 shares 14,292$712K5.41%-2,284Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162,008 shares; 2025Q1: 123,396 shares; 2025Q2: 94,991 shares; 2025Q3: 54,709 shares; 2025Q4: 40,375 shares; 2026Q1: 36,573 shares 36,573$693K5.26%-3,802Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,772 shares; 2025Q1: 3,910 shares; 2025Q2: 2,984 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945$545K4.14%newTimeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,834 shares; 2025Q1: 19,819 shares; 2025Q2: 17,365 shares; 2025Q3: 19,276 shares; 2025Q4: 1,105 shares; 2026Q1: 12,718 shares 12,718$516K3.91%+11,613Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,178 shares; 2025Q1: 59,826 shares; 2025Q2: 57,315 shares; 2025Q3: 34,543 shares; 2025Q4: 20,732 shares; 2026Q1: 23,067 shares 23,067$498K3.78%+2,335Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,211 shares; 2025Q1: 17,728 shares; 2025Q2: 12,340 shares; 2025Q3: 8,600 shares; 2025Q4: 6,749 shares; 2026Q1: 3,749 shares 3,749$359K2.72%-3,000Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,734 shares; 2025Q1: 39,312 shares; 2025Q2: 31,183 shares; 2025Q3: 18,705 shares; 2025Q4: 10,212 shares; 2026Q1: 10,810 shares 10,810$310K2.36%+598Timeline
DVOLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,224 shares; 2025Q4: not reported; 2026Q1: 8,724 shares 8,724$302K2.29%newTimeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,323 shares; 2025Q1: 19,454 shares; 2025Q2: 15,630 shares; 2025Q3: 8,004 shares; 2025Q4: 6,443 shares; 2026Q1: 4,923 shares 4,923$209K1.59%-1,520Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,123 shares 7,123$205K1.55%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,738 shares; 2025Q1: 4,934 shares; 2025Q2: 3,989 shares; 2025Q3: 1,403 shares; 2025Q4: 1,883 shares; 2026Q1: 462 shares 462$199K1.51%-1,421Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,915 shares; 2025Q1: 14,441 shares; 2025Q2: 2,228 shares; 2025Q3: 32 shares; 2025Q4: 5,353 shares; 2026Q1: 2,934 shares 2,934$167K1.27%-2,419Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,577 shares; 2025Q1: 1,464 shares; 2025Q2: 1,493 shares; 2025Q3: 137 shares; 2025Q4: 136 shares; 2026Q1: 125 shares 125$115K0.87%-11Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,889 shares; 2025Q1: 4,619 shares; 2025Q2: 4,701 shares; 2025Q3: 2,326 shares; 2025Q4: 2,348 shares; 2026Q1: 1,003 shares 1,003$76.8K0.58%-1,345Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,948 shares; 2025Q1: 13,388 shares; 2025Q2: 9,478 shares; 2025Q3: 6,942 shares; 2025Q4: 5,473 shares; 2026Q1: 3,073 shares 3,073$76.8K0.58%-2,400Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193$42.4K0.32%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,528 shares; 2025Q1: 4,826 shares; 2025Q2: 5,280 shares; 2025Q3: 291 shares; 2025Q4: 274 shares; 2026Q1: 146 shares 146$42K0.32%-128Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,088 shares; 2025Q1: 1,998 shares; 2025Q2: 1,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283 shares 283$41.5K0.32%newTimeline
FLAXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355$41.4K0.31%newTimeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,569 shares; 2025Q1: 3,017 shares; 2025Q2: 2,975 shares; 2025Q3: 1,270 shares; 2025Q4: 1,498 shares; 2026Q1: 824 shares 824$40.9K0.31%-674Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: 432 shares; 2025Q2: 192 shares; 2025Q3: 157 shares; 2025Q4: 77 shares; 2026Q1: 60 shares 60$39.2K0.3%-17Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 1,167 shares; 2025Q2: 2,094 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares 415$38K0.29%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,151 shares; 2025Q1: 116,845 shares; 2025Q2: 108,070 shares; 2025Q3: 355 shares; 2025Q4: 378 shares; 2026Q1: 197 shares 197$34.4K0.26%-181Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 739 shares; 2025Q1: 638 shares; 2025Q2: 244 shares; 2025Q3: 61 shares; 2025Q4: 288 shares; 2026Q1: 166 shares 166$33.3K0.25%-122Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,024 shares; 2025Q1: 1,843 shares; 2025Q2: 1,937 shares; 2025Q3: 237 shares; 2025Q4: 208 shares; 2026Q1: 102 shares 102$30K0.23%-106Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,541 shares; 2025Q1: 28,247 shares; 2025Q2: 26,773 shares; 2025Q3: 228 shares; 2025Q4: 239 shares; 2026Q1: 100 shares 100$25.4K0.19%-139Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,286 shares; 2025Q1: 2,201 shares; 2025Q2: 2,293 shares; 2025Q3: 234 shares; 2025Q4: 143 shares; 2026Q1: 103 shares 103$25.2K0.19%-40Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,934 shares; 2025Q1: 1,925 shares; 2025Q2: 1,000 shares; 2025Q3: 885 shares; 2025Q4: 1,012 shares; 2026Q1: 279 shares 279$24.2K0.18%-733Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,210 shares; 2025Q1: 9,016 shares; 2025Q2: 8,718 shares; 2025Q3: 127 shares; 2025Q4: 130 shares; 2026Q1: 65 shares 65$24.1K0.18%-65Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,503 shares; 2025Q1: 2,333 shares; 2025Q2: 2,832 shares; 2025Q3: 820 shares; 2025Q4: 24 shares; 2026Q1: 239 shares 239$21.9K0.17%+215Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,949 shares; 2025Q1: 5,763 shares; 2025Q2: 5,498 shares; 2025Q3: 330 shares; 2025Q4: 342 shares; 2026Q1: 127 shares 127$21.5K0.16%-215Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 391 shares; 2025Q2: 587 shares; 2025Q3: 497 shares; 2025Q4: 419 shares; 2026Q1: 179 shares 179$21.2K0.16%-240Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 940 shares; 2025Q3: 725 shares; 2025Q4: not reported; 2026Q1: 265 shares 265$21K0.16%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 245 shares; 2025Q2: 277 shares; 2025Q3: 129 shares; 2025Q4: 158 shares; 2026Q1: 63 shares 63$20.5K0.16%-95Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,975 shares; 2025Q1: 5,886 shares; 2025Q2: 5,938 shares; 2025Q3: 5,985 shares; 2025Q4: 5,827 shares; 2026Q1: 799 shares 799$19.7K0.15%-5,028Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,009 shares; 2025Q1: 3,726 shares; 2025Q2: 3,747 shares; 2025Q3: 59 shares; 2025Q4: 67 shares; 2026Q1: 33 shares 33$18.9K0.14%-34Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,374 shares; 2025Q1: 9,156 shares; 2025Q2: 9,291 shares; 2025Q3: 865 shares; 2025Q4: 923 shares; 2026Q1: 642 shares 642$18.6K0.14%-281Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 363 shares; 2025Q1: 353 shares; 2025Q2: 372 shares; 2025Q3: 268 shares; 2025Q4: 248 shares; 2026Q1: 108 shares 108$17.8K0.13%-140Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 122 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74$17.3K0.13%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: 266 shares; 2025Q2: 278 shares; 2025Q3: 113 shares; 2025Q4: 142 shares; 2026Q1: 50 shares 50$16.9K0.13%-92Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 749 shares; 2025Q1: 717 shares; 2025Q2: 718 shares; 2025Q3: 108 shares; 2025Q4: 166 shares; 2026Q1: 54 shares 54$16.3K0.12%-112Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 299 shares; 2025Q2: 294 shares; 2025Q3: 52 shares; 2025Q4: 66 shares; 2026Q1: 18 shares 18$16.1K0.12%-48Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 970 shares; 2025Q1: 780 shares; 2025Q2: 1,040 shares; 2025Q3: 242 shares; 2025Q4: 253 shares; 2026Q1: 118 shares 118$15.6K0.12%-135Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares 586$15.4K0.12%newTimeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 41 shares; 2026Q1: 54 shares 54$15.2K0.12%+13Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,918 shares; 2025Q1: 3,994 shares; 2025Q2: 4,028 shares; 2025Q3: 336 shares; 2025Q4: 400 shares; 2026Q1: 208 shares 208$15.1K0.11%-192Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,344 shares; 2025Q1: 659 shares; 2025Q2: 466 shares; 2025Q3: 383 shares; 2025Q4: 583 shares; 2026Q1: 121 shares 121$15K0.11%-462Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,171 shares; 2025Q1: 785 shares; 2025Q2: 720 shares; 2025Q3: 109 shares; 2025Q4: 180 shares; 2026Q1: 103 shares 103$14.9K0.11%-77Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 209 shares; 2025Q3: 163 shares; 2025Q4: not reported; 2026Q1: 76 shares 76$14.7K0.11%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 185 shares; 2025Q2: 195 shares; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 27 shares 27$14.5K0.11%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 611 shares; 2025Q2: 625 shares; 2025Q3: 236 shares; 2025Q4: 153 shares; 2026Q1: 110 shares 110$14.4K0.11%-43Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 1,029 shares; 2025Q2: 1,167 shares; 2025Q3: 504 shares; 2025Q4: 466 shares; 2026Q1: 184 shares 184$14.3K0.11%-282Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,082 shares; 2025Q1: 7,681 shares; 2025Q2: 7,566 shares; 2025Q3: 140 shares; 2025Q4: 170 shares; 2026Q1: 44 shares 44$13.6K0.1%-126Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,268 shares; 2025Q1: 858 shares; 2025Q2: 800 shares; 2025Q3: 196 shares; 2025Q4: 354 shares; 2026Q1: 124 shares 124$13.6K0.1%-230Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,178 shares; 2025Q1: 963 shares; 2025Q2: 952 shares; 2025Q3: 265 shares; 2025Q4: 256 shares; 2026Q1: 122 shares 122$13.5K0.1%-134Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,911 shares; 2025Q1: 3,028 shares; 2025Q2: 3,021 shares; 2025Q3: 592 shares; 2025Q4: 698 shares; 2026Q1: 275 shares 275$13.4K0.1%-423Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,106 shares; 2025Q1: 1,767 shares; 2025Q2: 887 shares; 2025Q3: 348 shares; 2025Q4: 52 shares; 2026Q1: 154 shares 154$13.3K0.1%+102Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,908 shares; 2025Q1: 1,692 shares; 2025Q2: 1,711 shares; 2025Q3: 228 shares; 2025Q4: 290 shares; 2026Q1: 106 shares 106$13.2K0.1%-184Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 264 shares; 2025Q2: 270 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 26 shares 26$12.9K0.1%-43Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194 shares; 2025Q1: 217 shares; 2025Q2: 288 shares; 2025Q3: 71 shares; 2025Q4: not reported; 2026Q1: 52 shares 52$12.6K0.1%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,326 shares; 2025Q1: 4,446 shares; 2025Q2: 4,354 shares; 2025Q3: 436 shares; 2025Q4: 291 shares; 2026Q1: 160 shares 160$12.2K0.09%-131Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 27 shares; 2025Q2: 1,027 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares 311$12.1K0.09%newTimeline
BGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,044 shares; 2025Q1: 2,454 shares; 2025Q2: 2,398 shares; 2025Q3: 1,890 shares; 2025Q4: 1,717 shares; 2026Q1: 704 shares 704$12.1K0.09%-1,013Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 91 shares; 2025Q2: 99 shares; 2025Q3: 81 shares; 2025Q4: 83 shares; 2026Q1: 52 shares 52$11.9K0.09%-31Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 216 shares; 2025Q3: 41 shares; 2025Q4: 59 shares; 2026Q1: 14 shares 14$11.8K0.09%-45Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares 59$11.6K0.09%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 339 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 1 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34$11.6K0.09%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 2,497 shares; 2025Q2: 2,704 shares; 2025Q3: 72 shares; 2025Q4: 56 shares; 2026Q1: 37 shares 37$11.5K0.09%-19Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 758 shares; 2025Q1: 523 shares; 2025Q2: 520 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16$11.3K0.09%newTimeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103$11.3K0.09%newTimeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259 shares; 2025Q1: 186 shares; 2025Q2: 218 shares; 2025Q3: 155 shares; 2025Q4: 169 shares; 2026Q1: 117 shares 117$11.2K0.09%-52Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,749 shares; 2025Q1: 2,564 shares; 2025Q2: 2,439 shares; 2025Q3: 2 shares; 2025Q4: 131 shares; 2026Q1: 94 shares 94$11.2K0.08%-37Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 709 shares; 2025Q1: 967 shares; 2025Q2: 874 shares; 2025Q3: 103 shares; 2025Q4: 129 shares; 2026Q1: 54 shares 54$11.2K0.08%-75Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 102 shares 102$11K0.08%newTimeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 466 shares; 2025Q1: 240 shares; 2025Q2: 371 shares; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: 60 shares 60$10.9K0.08%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,276 shares; 2025Q2: 1,274 shares; 2025Q3: 174 shares; 2025Q4: not reported; 2026Q1: 50 shares 50$10.9K0.08%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133$10.5K0.08%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 168 shares; 2025Q1: 1,070 shares; 2025Q2: 1,785 shares; 2025Q3: 283 shares; 2025Q4: 133 shares; 2026Q1: 178 shares 178$10.4K0.08%+45Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 56 shares; 2025Q3: 49 shares; 2025Q4: not reported; 2026Q1: 37 shares 37$10.3K0.08%newTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,455 shares; 2025Q1: 1,537 shares; 2025Q2: 3,129 shares; 2025Q3: 39 shares; 2025Q4: 563 shares; 2026Q1: 125 shares 125$10.3K0.08%-438Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,602 shares; 2025Q1: 3,551 shares; 2025Q2: 3,527 shares; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: 31 shares 31$10.2K0.08%newTimeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92$10.1K0.08%0Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: 439 shares; 2025Q2: 455 shares; 2025Q3: 246 shares; 2025Q4: 277 shares; 2026Q1: 134 shares 134$10.1K0.08%-143Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171$10.1K0.08%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: 698 shares; 2025Q2: 721 shares; 2025Q3: 223 shares; 2025Q4: 198 shares; 2026Q1: 92 shares 92$10K0.08%-106Timeline
TDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares 409$9.96K0.08%newTimeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 437 shares; 2025Q3: 279 shares; 2025Q4: not reported; 2026Q1: 106 shares 106$9.89K0.08%newTimeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 290 shares; 2026Q1: 108 shares 108$9.88K0.08%-182Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 192 shares; 2025Q2: 196 shares; 2025Q3: 65 shares; 2025Q4: 67 shares; 2026Q1: 30 shares 30$9.86K0.07%-37Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: not reported; 2026Q1: 47 shares 47$9.77K0.07%newTimeline
RSDEFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 431 shares 431$9.45K0.07%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27$9.12K0.07%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 307 shares; 2025Q2: 399 shares; 2025Q3: 14 shares; 2025Q4: 46 shares; 2026Q1: 15 shares 15$8.89K0.07%-31Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 295 shares; 2025Q3: 462 shares; 2025Q4: not reported; 2026Q1: 236 shares 236$8.79K0.07%newTimeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 558 shares; 2025Q2: 532 shares; 2025Q3: 34 shares; 2025Q4: 51 shares; 2026Q1: 60 shares 60$8.77K0.07%+9Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 1,021 shares; 2025Q2: 1,092 shares; 2025Q3: 165 shares; 2025Q4: 153 shares; 2026Q1: 52 shares 52$8.6K0.07%-101Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134$8.58K0.07%0Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 62 shares; 2025Q2: 86 shares; 2025Q3: 82 shares; 2025Q4: 36 shares; 2026Q1: 40 shares 40$8.24K0.06%+4Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,322 shares; 2025Q1: 8,141 shares; 2025Q2: 7,986 shares; 2025Q3: 271 shares; 2025Q4: 355 shares; 2026Q1: 85 shares 85$8.2K0.06%-270Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,168 shares; 2025Q1: 1,009 shares; 2025Q2: 1,072 shares; 2025Q3: 631 shares; 2025Q4: 726 shares; 2026Q1: 175 shares 175$8.13K0.06%-551Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: not reported; 2026Q1: 164 shares 164$7.87K0.06%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 436 shares; 2025Q1: 445 shares; 2025Q2: 393 shares; 2025Q3: 36 shares; 2025Q4: 38 shares; 2026Q1: 9 shares 9$7.79K0.06%-29Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,040 shares; 2025Q1: 1,619 shares; 2025Q2: 2,088 shares; 2025Q3: 1,444 shares; 2025Q4: 1,415 shares; 2026Q1: 356 shares 356$7.71K0.06%-1,059Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares 84$7.64K0.06%newTimeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,796 shares; 2025Q1: 604 shares; 2025Q2: 591 shares; 2025Q3: 119 shares; 2025Q4: 701 shares; 2026Q1: 119 shares 119$7.58K0.06%-582Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 261 shares; 2025Q2: 48 shares; 2025Q3: 42 shares; 2025Q4: 60 shares; 2026Q1: 56 shares 56$7.57K0.06%-4Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares 117$7.56K0.06%newTimeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 1,567 shares; 2025Q3: 1,776 shares; 2025Q4: not reported; 2026Q1: 667 shares 667$7.52K0.06%newTimeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 1,868 shares; 2025Q2: 2,381 shares; 2025Q3: 1,031 shares; 2025Q4: 1,629 shares; 2026Q1: 377 shares 377$7.45K0.06%-1,252Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,126 shares; 2025Q1: 970 shares; 2025Q2: 1,072 shares; 2025Q3: 123 shares; 2025Q4: 129 shares; 2026Q1: 26 shares 26$7.38K0.06%-103Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 795 shares; 2025Q1: 777 shares; 2025Q2: 749 shares; 2025Q3: 1 shares; 2025Q4: 64 shares; 2026Q1: 27 shares 27$7.31K0.06%-37Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 68 shares; 2025Q2: 80 shares; 2025Q3: 52 shares; 2025Q4: 58 shares; 2026Q1: 14 shares 14$7.3K0.06%-44Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 286 shares; 2025Q1: 268 shares; 2025Q2: 340 shares; 2025Q3: 227 shares; 2025Q4: 189 shares; 2026Q1: 86 shares 86$7.28K0.06%-103Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143 shares 143$7.21K0.05%newTimeline
QCJAFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares 333$7.17K0.05%newTimeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 852 shares; 2025Q1: 18,660 shares; 2025Q2: 1,972 shares; 2025Q3: not reported; 2025Q4: 257 shares; 2026Q1: 181 shares 181$7.14K0.05%-76Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51$7.12K0.05%newTimeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 131 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: 34 shares 34$7.11K0.05%newTimeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,991 shares; 2025Q1: 1,597 shares; 2025Q2: 1,386 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares 69$7.05K0.05%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,794 shares; 2025Q1: 2,767 shares; 2025Q2: 2,731 shares; 2025Q3: 301 shares; 2025Q4: 459 shares; 2026Q1: 88 shares 88$7.01K0.05%-371Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 66 shares; 2025Q2: 84 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 49 shares 49$7K0.05%-8Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 166 shares; 2025Q2: 155 shares; 2025Q3: 113 shares; 2025Q4: 145 shares; 2026Q1: 43 shares 43$6.96K0.05%-102Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 156 shares; 2025Q2: 164 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 37 shares 37$6.9K0.05%newTimeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$6.86K0.05%newTimeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 41 shares; 2025Q2: 40 shares; 2025Q3: 20 shares; 2025Q4: 36 shares; 2026Q1: 7 shares 7$6.73K0.05%-29Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 82 shares; 2025Q2: 47 shares; 2025Q3: 31 shares; 2025Q4: 38 shares; 2026Q1: 9 shares 9$6.64K0.05%-29Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 221 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares 61$6.52K0.05%newTimeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 301 shares; 2025Q1: 299 shares; 2025Q2: 178 shares; 2025Q3: 138 shares; 2025Q4: 263 shares; 2026Q1: 44 shares 44$6.42K0.05%-219Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 942 shares; 2025Q1: 1,008 shares; 2025Q2: 1,002 shares; 2025Q3: 142 shares; 2025Q4: 148 shares; 2026Q1: 66 shares 66$6.36K0.05%-82Timeline
JFLXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125$6.21K0.05%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,300 shares; 2025Q1: 17,577 shares; 2025Q2: 17,798 shares; 2025Q3: 82 shares; 2025Q4: 103 shares; 2026Q1: 29 shares 29$6.04K0.05%-74Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 140 shares 140$6K0.05%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,738 shares; 2025Q1: 3,808 shares; 2025Q2: 3,849 shares; 2025Q3: 113 shares; 2025Q4: 154 shares; 2026Q1: 21 shares 21$5.92K0.04%-133Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250$5.83K0.04%newTimeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares 82$5.83K0.04%newTimeline
SNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares 232$5.76K0.04%newTimeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 995 shares; 2025Q1: 1,004 shares; 2025Q2: 870 shares; 2025Q3: 134 shares; 2025Q4: 129 shares; 2026Q1: 141 shares 141$5.72K0.04%+12Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122 shares; 2025Q1: 89 shares; 2025Q2: 125 shares; 2025Q3: 41 shares; 2025Q4: not reported; 2026Q1: 14 shares 14$5.7K0.04%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 2,531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109 shares 109$5.6K0.04%newTimeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 369 shares; 2025Q2: 323 shares; 2025Q3: 71 shares; 2025Q4: 74 shares; 2026Q1: 33 shares 33$5.58K0.04%-41Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,391 shares; 2025Q1: 1,193 shares; 2025Q2: 1,141 shares; 2025Q3: 63 shares; 2025Q4: not reported; 2026Q1: 81 shares 81$5.51K0.04%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 315 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: 149 shares; 2026Q1: 58 shares 58$5.39K0.04%-91Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares 4$5.28K0.04%newTimeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 766 shares; 2025Q3: 562 shares; 2025Q4: not reported; 2026Q1: 112 shares 112$5.08K0.04%newTimeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 76 shares; 2025Q2: 125 shares; 2025Q3: 73 shares; 2025Q4: 78 shares; 2026Q1: 25 shares 25$5.04K0.04%-53Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 74 shares; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: 26 shares 26$4.8K0.04%newTimeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 253 shares; 2025Q1: 201 shares; 2025Q2: 283 shares; 2025Q3: 203 shares; 2025Q4: 175 shares; 2026Q1: 69 shares 69$4.56K0.03%-106Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 130 shares; 2025Q2: 76 shares; 2025Q3: 140 shares; 2025Q4: not reported; 2026Q1: 106 shares 106$4.51K0.03%newTimeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209$4.42K0.03%newTimeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 152 shares; 2025Q2: 151 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 13 shares 13$4.25K0.03%+2Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 85 shares; 2025Q4: not reported; 2026Q1: 30 shares 30$4.17K0.03%newTimeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,542 shares; 2025Q1: 1,539 shares; 2025Q2: 1,518 shares; 2025Q3: 238 shares; 2025Q4: 303 shares; 2026Q1: 35 shares 35$4.12K0.03%-268Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241 shares; 2025Q1: 225 shares; 2025Q2: 40 shares; 2025Q3: 29 shares; 2025Q4: 39 shares; 2026Q1: 6 shares 6$4.09K0.03%-33Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 47 shares; 2025Q2: 59 shares; 2025Q3: 46 shares; 2025Q4: 48 shares; 2026Q1: 13 shares 13$4.08K0.03%-35Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51$4K0.03%newTimeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 27 shares; 2025Q2: 15 shares; 2025Q3: 8 shares; 2025Q4: 35 shares; 2026Q1: 11 shares 11$4K0.03%-24Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 37 shares; 2025Q2: 31 shares; 2025Q3: 26 shares; 2025Q4: 32 shares; 2026Q1: 35 shares 35$3.94K0.03%+3Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: 61 shares; 2025Q2: 57 shares; 2025Q3: 21 shares; 2025Q4: 29 shares; 2026Q1: 28 shares 28$3.84K0.03%-1Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 553 shares; 2025Q1: 479 shares; 2025Q2: 192 shares; 2025Q3: 90 shares; 2025Q4: 46 shares; 2026Q1: 144 shares 144$3.78K0.03%+98Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 0 shares; 2026Q1: 123 shares 123$3.73K0.03%+123Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,494 shares; 2025Q1: 1,040 shares; 2025Q2: 849 shares; 2025Q3: 1 shares; 2025Q4: 473 shares; 2026Q1: 40 shares 40$3.72K0.03%-433Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares 178$3.68K0.03%newTimeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 268 shares; 2025Q2: 373 shares; 2025Q3: 173 shares; 2025Q4: 150 shares; 2026Q1: 24 shares 24$3.67K0.03%-126Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 126 shares; 2025Q2: 144 shares; 2025Q3: 94 shares; 2025Q4: 111 shares; 2026Q1: 40 shares 40$3.64K0.03%-71Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 137 shares; 2025Q4: not reported; 2026Q1: 32 shares 32$3.63K0.03%newTimeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 12 shares; 2026Q1: 158 shares 158$3.63K0.03%+146Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 262 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64$3.6K0.03%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,017 shares; 2025Q1: 3,736 shares; 2025Q2: 3,811 shares; 2025Q3: 96 shares; 2025Q4: 104 shares; 2026Q1: 29 shares 29$3.56K0.03%-75Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 533 shares; 2025Q2: 531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29$3.5K0.03%newTimeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$3.49K0.03%newTimeline
FLCBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares 162$3.48K0.03%newTimeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$3.47K0.03%newTimeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 59 shares; 2025Q2: 80 shares; 2025Q3: 38 shares; 2025Q4: 60 shares; 2026Q1: 13 shares 13$3.45K0.03%-47Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 28 shares; 2025Q4: 48 shares; 2026Q1: 10 shares 10$3.44K0.03%-38Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160$3.43K0.03%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30$3.34K0.03%newTimeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares 153$3.32K0.03%newTimeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 50 shares; 2025Q2: 61 shares; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 6 shares 6$3.26K0.02%newTimeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares 67$3.26K0.02%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,052 shares; 2025Q1: 819 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21$3.26K0.02%newTimeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 273 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: 14 shares 14$3.25K0.02%newTimeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 299 shares; 2025Q2: 260 shares; 2025Q3: 182 shares; 2025Q4: 272 shares; 2026Q1: 63 shares 63$3.21K0.02%-209Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 346 shares; 2025Q1: 279 shares; 2025Q2: 393 shares; 2025Q3: 311 shares; 2025Q4: 239 shares; 2026Q1: 30 shares 30$3.15K0.02%-209Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 600 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42$3.07K0.02%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127 shares; 2025Q1: 146 shares; 2025Q2: 589 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 33 shares 33$3.04K0.02%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 891 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 23 shares 23$3.04K0.02%-30Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: not reported; 2026Q1: 87 shares 87$2.99K0.02%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 243 shares; 2025Q1: 200 shares; 2025Q2: 195 shares; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 2 shares 2$2.94K0.02%newTimeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 295 shares; 2025Q1: 140 shares; 2025Q2: 190 shares; 2025Q3: 36 shares; 2025Q4: 171 shares; 2026Q1: 50 shares 50$2.91K0.02%-121Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares 123$2.8K0.02%newTimeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 66 shares; 2025Q2: 61 shares; 2025Q3: 50 shares; 2025Q4: 57 shares; 2026Q1: 74 shares 74$2.79K0.02%+17Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 290 shares; 2025Q2: 360 shares; 2025Q3: 279 shares; 2025Q4: 297 shares; 2026Q1: 96 shares 96$2.77K0.02%-201Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 619 shares; 2025Q1: 491 shares; 2025Q2: 378 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121$2.74K0.02%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares 9$2.43K0.02%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 214 shares; 2025Q1: 224 shares; 2025Q2: 301 shares; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 10 shares 10$2.43K0.02%newTimeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 96 shares 96$2.41K0.02%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42$2.38K0.02%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 197 shares; 2025Q2: 196 shares; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$2.19K0.02%0Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: 177 shares; 2025Q2: 94 shares; 2025Q3: 55 shares; 2025Q4: 168 shares; 2026Q1: 10 shares 10$2.18K0.02%-158Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 72 shares 72$2.17K0.02%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12$2.06K0.02%newTimeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28$2.03K0.02%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 83 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 20 shares 20$2K0.02%-29Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 36 shares; 2025Q2: 44 shares; 2025Q3: 28 shares; 2025Q4: 37 shares; 2026Q1: 7 shares 7$1.96K0.01%-30Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51$1.87K0.01%newTimeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 60 shares; 2025Q2: 75 shares; 2025Q3: 58 shares; 2025Q4: 39 shares; 2026Q1: 10 shares 10$1.79K0.01%-29Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211 shares; 2025Q1: 130 shares; 2025Q2: 1,257 shares; 2025Q3: 119 shares; 2025Q4: 153 shares; 2026Q1: 31 shares 31$1.57K0.01%-122Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16$1.41K0.01%newTimeline
BFOCFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares 81$1.39K0.01%newTimeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,550 shares; 2025Q1: 5,300 shares; 2025Q2: 4,700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18$1K0.01%newTimeline
PDBAINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24$8750.01%newTimeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 10 shares 10$7600.01%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,014 shares; 2025Q1: 2,457 shares; 2025Q2: 2,384 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 2 shares 2$7440.01%-9Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232 shares; 2025Q1: 214 shares; 2025Q2: 234 shares; 2025Q3: 14 shares; 2025Q4: 10 shares; 2026Q1: 8 shares 8$7420.01%-2Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: 315 shares; 2025Q2: 356 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares 9$6810.01%newTimeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares 6$656<0.01%newTimeline
PBDCPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21$579<0.01%newTimeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,510 shares; 2025Q2: 15,572 shares; 2025Q3: 39 shares; 2025Q4: not reported; 2026Q1: 19 shares 19$574<0.01%newTimeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 17 shares; 2025Q2: 97 shares; 2025Q3: 26 shares; 2025Q4: 35 shares; 2026Q1: 44 shares 44$563<0.01%+9Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7$560<0.01%newTimeline
INDSPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 11 shares 11$404<0.01%newTimeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7$396<0.01%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 17 shares; 2025Q2: 1,538 shares; 2025Q3: 17 shares; 2025Q4: 14 shares; 2026Q1: 3 shares 3$331<0.01%-11Timeline
FPIFARMLAND PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 27 shares; 2025Q2: 75 shares; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 28 shares 28$314<0.01%+1Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$305<0.01%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,093 shares; 2025Q1: 1,989 shares; 2025Q2: 2,102 shares; 2025Q3: 93 shares; 2025Q4: 96 shares; 2026Q1: 1 shares 1$302<0.01%-95Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 6 shares 6$302<0.01%+1Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,936 shares; 2025Q1: 2,300 shares; 2025Q2: 2,313 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 14 shares 14$286<0.01%+1Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7$281<0.01%0Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11$280<0.01%newTimeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6$280<0.01%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15$274<0.01%newTimeline
HYGHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 3 shares; 2025Q2: 9 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$257<0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216 shares; 2025Q1: 236 shares; 2025Q2: 242 shares; 2025Q3: 1 shares; 2025Q4: 70 shares; 2026Q1: 1 shares 1$195<0.01%-69Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$181<0.01%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,283 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$90<0.01%0Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565 shares; 2025Q1: 122 shares; 2025Q2: 145 shares; 2025Q3: 72 shares; 2025Q4: 434 shares; 2026Q1: 1 shares 1$87<0.01%-433Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 1 shares; 2025Q4: 5 shares; 2026Q1: 1 shares 1$46<0.01%-4Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
INVESCO QQQ TRINVESCO QQQ TR1,156$591Kshares
SPYGSPDR SERIES TRUST1,034$90.9Kshares
IWYISHARES TR201$47.3Kshares
GRIDFIRST TR EXCHANGE-TRADED FD315$37.6Kshares
AIRRFIRST TR EXCHANGE TRADED FD482$37.1Kshares
FLINFRANKLIN TEMPLETON ETF TR961$36.4Kshares
XMMOINVESCO EXCHANGE TRADED FD T260$32.1Kshares
NTAPNETAPP INC253$29.4Kshares
SPMOINVESCO EXCH TRADED FD TR II304$28.9Kshares
FRTFEDERAL RLTY INVT TR NEW221$24.7Kshares
FTVFORTIVE CORP326$24.4Kshares
DKSDICKS SPORTING GOODS INC98$22.4Kshares
ESIELEMENT SOLUTIONS INC846$21.5Kshares
EMBISHARES TR240$21.4Kshares
SPGIS&P GLOBAL INC41$20.4Kshares
CSXCSX CORP616$19.9Kshares
WTWWILLIS TOWERS WATSON PLC LTD59$18.5Kshares
BMYBRISTOL-MYERS SQUIBB CO325$18.4Kshares
DHRDANAHER CORP DEL80$18.4Kshares
NICENICE LTD102$17.3Kshares
BXPBXP INC230$17.1Kshares
JHGJANUS HENDERSON GROUP PLC361$15.4Kshares
GDGENERAL DYNAMICS CORP57$15Kshares
GMGENERAL MTRS CO281$15Kshares
ADPAUTOMATIC DATA PROCESSING IN51$14.9Kshares
XLCSELECT SECTOR SPDR TR153$14.8Kshares
AJGGALLAGHER ARTHUR J & CO52$14.8Kshares
AONAON PLC40$14.4Kshares
DOCUDOCUSIGN INC159$14.3Kshares
FISVFISERV INC69$14.2Kshares
LULULULULEMON ATHLETICA INC37$14.1Kshares
JDJD.COM INC379$13.1Kshares
VZVERIZON COMMUNICATIONS INC324$13Kshares
IHGINTERCONTINENTAL HOTELS GROU96$12Kshares
XLFSELECT SECTOR SPDR TR248$12Kshares
CMCSACOMCAST CORP NEW316$11.9Kshares
XLISELECT SECTOR SPDR TR88$11.6Kshares
CCEPCOCA-COLA EUROPACIFIC PARTNE139$10.7Kshares
BABAALIBABA GROUP HLDG LTD121$10.3Kshares
IWPISHARES TR80$10.1Kshares
AERAERCAP HOLDINGS NV105$10Kshares
OCOWENS CORNING NEW57$9.71Kshares
PYPLPAYPAL HLDGS INC113$9.64Kshares
XLUSELECT SECTOR SPDR TR126$9.54Kshares
MDTMEDTRONIC PLC116$9.27Kshares
IWNISHARES TR54$8.87Kshares
VSTVISTRA CORP64$8.82Kshares
CTRACOTERRA ENERGY INC342$8.73Kshares
IWOISHARES TR30$8.63Kshares
EWBCEAST WEST BANCORP INC88$8.43Kshares
XLYSELECT SECTOR SPDR TR37$8.3Kshares
XLRESELECT SECTOR SPDR TR203$8.26Kshares
IGLBISHARES TR161$7.95Kshares
MINTPIMCO ETF TR78$7.83Kshares
HYDBISHARES TR166$7.8Kshares
MBBISHARES TR85$7.79Kshares
HRBBLOCK H & R INC147$7.77Kshares
LQDHISHARES U S ETF TR81$7.51Kshares
SHYGISHARES TR176$7.5Kshares
NVONOVO-NORDISK A S81$6.97Kshares
ENBENBRIDGE INC163$6.92Kshares
PBRPETROLEO BRASILEIRO S A513$6.6Kshares
GSKGSK PLC177$5.99Kshares
ICLRICON PUB LTD CO28$5.87Kshares
TAPMOLSON COORS BEVERAGE CO98$5.62Kshares
SFMSPROUTS FMRS MKT INC42$5.34Kshares
STZCONSTELLATION BRANDS INC24$5.3Kshares
EXPEAGLE MATLS INC20$4.93Kshares
SMSM ENERGY COMPANY121$4.69Kshares
UBERUBER TECHNOLOGIES INC77$4.64Kshares
SSOPROSHARES TR39$3.61Kshares
REGNREGENERON PHARMACEUTICALS5$3.56Kshares
IGSBISHARES TR61$3.15Kshares
STLDSTEEL DYNAMICS INC26$2.97Kshares
CNXCNX RES CORP54$1.98Kshares
BLDRBUILDERS FIRSTSOURCE INC13$1.86Kshares
SAICSCIENCE APPLICATIONS INTL CO16$1.79Kshares
USMVISHARES TR18$1.6Kshares
IWFISHARES TR2$803shares
SLVISHARES SILVER TR30$790shares
OGEOGE ENERGY CORP18$743shares
SILGLOBAL X FDS23$731shares
AMLPALPS ETF TR12$578shares
GUNRFLEXSHARES TR15$545shares
URAGLOBAL X FDS14$375shares
COPXGLOBAL X FDS9$344shares
USHYISHARES TR8$294shares
IWCISHARES TR2$261shares
LANDGLADSTONE LD CORP24$260shares
IEFISHARES TR1$92shares
SPTISPDR SERIES TRUST1$28shares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002058285-26-000002 base2026-05-13acceptance time not in the bulk data set