IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,538 shares; 2024Q4: 152,204 shares; 2025Q1: 152,193 shares; 2025Q2: 163,197 shares; 2025Q3: 175,374 shares 175,374 $14.5M 7.61% +12,177 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,169 shares; 2024Q4: 53,760 shares; 2025Q1: 50,306 shares; 2025Q2: 46,968 shares; 2025Q3: 49,309 shares 49,309 $13.3M 7% +2,341 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 25,494 shares; 2025Q1: 25,057 shares; 2025Q2: 27,004 shares; 2025Q3: 30,345 shares 30,345 $12.3M 6.44% +3,341 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,403 shares; 2024Q4: 322,167 shares; 2025Q1: 387,607 shares; 2025Q2: 457,116 shares; 2025Q3: 475,630 shares 475,630 $12.1M 6.36% +18,514 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,288 shares; 2024Q4: 227,886 shares; 2025Q1: 227,244 shares; 2025Q2: 232,814 shares; 2025Q3: 243,942 shares 243,942 $10.7M 5.63% +11,128 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 17,733 shares; 2025Q1: 23,059 shares; 2025Q2: 21,481 shares; 2025Q3: 19,977 shares 19,977 $10.3M 5.43% -1,504 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,041 shares; 2024Q4: 129,991 shares; 2025Q1: 128,655 shares; 2025Q2: 145,703 shares; 2025Q3: 160,876 shares 160,876 $7.47M 3.92% +15,173 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,548 shares; 2024Q4: 18,237 shares; 2025Q1: 18,952 shares; 2025Q2: 18,777 shares; 2025Q3: 14,788 shares 14,788 $7.38M 3.88% -3,989 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,030 shares; 2024Q4: 21,111 shares; 2025Q1: 20,513 shares; 2025Q2: 20,637 shares; 2025Q3: 23,883 shares 23,883 $7.26M 3.81% +3,246 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,952 shares; 2024Q4: 29,553 shares; 2025Q1: 33,289 shares; 2025Q2: 39,343 shares; 2025Q3: 28,889 shares 28,889 $7.02M 3.69% -10,454 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 15,368 shares; 2025Q1: 14,991 shares; 2025Q2: 14,587 shares; 2025Q3: 14,467 shares 14,467 $6.87M 3.61% -120 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,196 shares; 2024Q4: 36,676 shares; 2025Q1: 33,713 shares; 2025Q2: 31,346 shares; 2025Q3: 37,444 shares 37,444 $6.27M 3.29% +6,098 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,164 shares; 2024Q4: 27,398 shares; 2025Q1: 24,918 shares; 2025Q2: 26,681 shares; 2025Q3: 26,563 shares 26,563 $6.15M 3.23% -118 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,096 shares; 2024Q4: 30,196 shares; 2025Q1: 37,339 shares; 2025Q2: 45,142 shares; 2025Q3: 43,773 shares 43,773 $6.15M 3.23% -1,369 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,950 shares; 2024Q4: 92,436 shares; 2025Q1: 84,116 shares; 2025Q2: 83,500 shares; 2025Q3: 78,424 shares 78,424 $5.37M 2.82% -5,076 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,495 shares; 2024Q4: 17,755 shares; 2025Q1: 17,281 shares; 2025Q2: 17,031 shares; 2025Q3: 17,352 shares 17,352 $5.09M 2.67% +321 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,724 shares; 2024Q4: 22,950 shares; 2025Q1: 22,157 shares; 2025Q2: 21,346 shares; 2025Q3: 21,618 shares 21,618 $4.77M 2.51% +272 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 29,307 shares; 2025Q1: 29,444 shares; 2025Q2: 29,432 shares; 2025Q3: 30,344 shares 30,344 $4.66M 2.45% +912 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,679 shares; 2024Q4: 66,799 shares; 2025Q1: 39,869 shares; 2025Q2: 35,480 shares; 2025Q3: 33,439 shares 33,439 $3.76M 1.98% -2,041 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 4,596 shares; 2025Q1: 3,325 shares; 2025Q2: 3,126 shares; 2025Q3: 12,831 shares 12,831 $3.5M 1.84% +9,705 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,911 shares; 2024Q4: 44,136 shares; 2025Q1: 41,179 shares; 2025Q2: 38,459 shares; 2025Q3: 36,309 shares 36,309 $3.44M 1.81% -2,150 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,164 shares; 2024Q4: 32,352 shares; 2025Q1: 29,245 shares; 2025Q2: 30,372 shares; 2025Q3: 35,206 shares 35,206 $3.32M 1.74% +4,834 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,407 shares; 2024Q4: 85,758 shares; 2025Q1: 528,745 shares; 2025Q2: 595,184 shares; 2025Q3: 239,343 shares 239,343 $3.15M 1.65% -355,841 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 9,533 shares; 2025Q1: 9,073 shares; 2025Q2: 7,801 shares; 2025Q3: 8,076 shares 8,076 $2.87M 1.51% +275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,965 shares; 2024Q4: 25,579 shares; 2025Q1: 20,801 shares; 2025Q2: 20,651 shares; 2025Q3: 22,297 shares 22,297 $2.77M 1.46% +1,646 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,674 shares; 2024Q4: 43,590 shares; 2025Q1: 45,256 shares; 2025Q2: 44,731 shares; 2025Q3: 44,195 shares 44,195 $2.76M 1.45% -536 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,963 shares; 2025Q1: 2,874 shares; 2025Q2: 2,781 shares; 2025Q3: 2,819 shares 2,819 $2.61M 1.37% +38 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,125 shares 56,125 $2.53M 1.33% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,708 shares; 2024Q4: 53,487 shares; 2025Q1: 54,530 shares; 2025Q2: 58,464 shares; 2025Q3: 54,353 shares 54,353 $2.27M 1.19% -4,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 4,393 shares 4,393 $2.21M 1.16% +3,631 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 7,149 shares; 2025Q1: 7,165 shares; 2025Q2: 8,429 shares; 2025Q3: 7,691 shares 7,691 $1.87M 0.98% -738 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,821 shares; 2024Q4: 21,872 shares; 2025Q1: 20,904 shares; 2025Q2: 14,913 shares; 2025Q3: 13,816 shares 13,816 $1.71M 0.9% -1,097 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,054 shares 5,054 $943K 0.5% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,305 shares 2,305 $727K 0.38% -443 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,873 shares; 2025Q1: 5,090 shares; 2025Q2: 5,341 shares; 2025Q3: 5,201 shares 5,201 $697K 0.37% -140 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,611 shares; 2025Q1: 8,079 shares; 2025Q2: 5,041 shares; 2025Q3: 5,125 shares 5,125 $515K 0.27% +84 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,065 shares; 2024Q4: 44,921 shares; 2025Q1: 38,316 shares; 2025Q2: 18,159 shares; 2025Q3: 38,203 shares 38,203 $313K 0.16% +20,044 EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,567 shares 10,567 $270K 0.14% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $240K 0.13% 0 Timeline BERKSHIRE HATHAWAY INC DEL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares 426 $214K 0.11% new