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PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

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13F filer, CIK 1773830, KNOXVILLE, TN

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported $1,533,000,155 across 242 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-15. Its ten largest share positions make up 64.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001773830-25-000002

Period
2025-09-30
Reported value
$1.53B
Holdings
242
Top 10 weight
64.51%
New
6
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+63,435$4.72M
VCITadded+23,651$1.99M
VEAadded+26,051$1.56M
VCSHadded+19,479$1.56M
SPSMadded+33,395$1.55M

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
ESGVreduced-22,215-$2.63M
VEUreduced-20,520-$1.46M
IVWreduced-6,160-$744K
IAUreduced-9,358-$681K
IYWreduced-3,019-$591K

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, Q3 2025

Share positions as resolved from 13F-HR 0001773830-25-000002, largest first. % of portfolio is the value over $1,533,000,155, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,430,668 shares; 2025Q1: 1,444,787 shares; 2025Q2: 1,460,097 shares; 2025Q3: 1,462,759 shares 1,462,759$480M31.31%+2,662Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,514,713 shares; 2025Q1: 1,608,109 shares; 2025Q2: 1,641,785 shares; 2025Q3: 1,705,220 shares 1,705,220$127M8.27%+63,435Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,259,279 shares; 2025Q1: 1,308,260 shares; 2025Q2: 1,325,529 shares; 2025Q3: 1,351,580 shares 1,351,580$81M5.28%+26,051Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728,314 shares; 2025Q1: 749,715 shares; 2025Q2: 751,904 shares; 2025Q3: 775,555 shares 775,555$65.2M4.26%+23,651Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857,391 shares; 2025Q1: 871,189 shares; 2025Q2: 867,006 shares; 2025Q3: 846,486 shares 846,486$60.4M3.94%-20,520Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 862,235 shares; 2025Q1: 885,367 shares; 2025Q2: 894,697 shares; 2025Q3: 912,904 shares 912,904$49.5M3.23%+18,207Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442,838 shares; 2025Q1: 455,197 shares; 2025Q2: 457,889 shares; 2025Q3: 477,368 shares 477,368$38.2M2.49%+19,479Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647,113 shares; 2025Q1: 686,735 shares; 2025Q2: 736,144 shares; 2025Q3: 769,539 shares 769,539$35.6M2.33%+33,395Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107,041 shares; 2025Q1: 1,062,691 shares; 2025Q2: 1,064,255 shares; 2025Q3: 1,057,006 shares 1,057,006$27.2M1.77%-7,249Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,669 shares; 2025Q1: 98,396 shares; 2025Q2: 99,349 shares; 2025Q3: 98,300 shares 98,300$25M1.63%-1,049Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,526 shares; 2025Q1: 219,116 shares; 2025Q2: 226,989 shares; 2025Q3: 233,650 shares 233,650$21.4M1.39%+6,661Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,511 shares; 2025Q1: 193,703 shares; 2025Q2: 192,482 shares; 2025Q3: 197,903 shares 197,903$19.8M1.29%+5,421Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,028 shares; 2025Q1: 94,879 shares; 2025Q2: 93,795 shares; 2025Q3: 92,401 shares 92,401$17.5M1.14%-1,394Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,494 shares; 2025Q1: 117,653 shares; 2025Q2: 122,366 shares; 2025Q3: 121,638 shares 121,638$17.1M1.12%-728Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,025 shares; 2025Q1: 58,513 shares; 2025Q2: 58,058 shares; 2025Q3: 56,644 shares 56,644$16.6M1.09%-1,414Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,285 shares; 2025Q1: 80,244 shares; 2025Q2: 78,643 shares; 2025Q3: 77,516 shares 77,516$16.6M1.08%-1,127Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,910 shares; 2025Q1: 230,636 shares; 2025Q2: 237,605 shares; 2025Q3: 249,724 shares 249,724$14.7M0.96%+12,119Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,744 shares; 2025Q1: 65,879 shares; 2025Q2: 65,215 shares; 2025Q3: 63,946 shares 63,946$13.8M0.9%-1,269Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222,115 shares; 2025Q1: 236,808 shares; 2025Q2: 241,640 shares; 2025Q3: 256,138 shares 256,138$12.7M0.83%+14,498Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,917 shares; 2025Q1: 19,496 shares; 2025Q2: 19,471 shares; 2025Q3: 18,866 shares 18,866$12.6M0.82%-605Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 557,051 shares; 2025Q1: 533,574 shares; 2025Q2: 523,538 shares; 2025Q3: 512,308 shares 512,308$11.9M0.78%-11,230Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,153 shares; 2025Q1: 38,012 shares; 2025Q2: 37,421 shares; 2025Q3: 37,163 shares 37,163$11.4M0.75%-258Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,053 shares; 2025Q1: 165,513 shares; 2025Q2: 163,466 shares; 2025Q3: 161,980 shares 161,980$10.7M0.7%-1,486Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,665 shares; 2025Q1: 197,017 shares; 2025Q2: 190,537 shares; 2025Q3: 187,107 shares 187,107$9.92M0.65%-3,430Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,792 shares; 2025Q1: 111,262 shares; 2025Q2: 112,384 shares; 2025Q3: 110,123 shares 110,123$9.61M0.63%-2,261Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,841 shares; 2025Q1: 37,489 shares; 2025Q2: 37,246 shares; 2025Q3: 37,734 shares 37,734$9.61M0.63%+488Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369,931 shares; 2025Q1: 367,537 shares; 2025Q2: 366,285 shares; 2025Q3: 361,003 shares 361,003$9.51M0.62%-5,282Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310,469 shares; 2025Q1: 315,823 shares; 2025Q2: 311,541 shares; 2025Q3: 303,670 shares 303,670$9M0.59%-7,871Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,097 shares; 2025Q1: 319,300 shares; 2025Q2: 317,695 shares; 2025Q3: 316,540 shares 316,540$8.83M0.58%-1,155Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,068 shares; 2025Q1: 70,718 shares; 2025Q2: 60,801 shares; 2025Q3: 60,220 shares 60,220$8.77M0.57%-581Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,464 shares; 2025Q1: 59,822 shares; 2025Q2: 65,723 shares; 2025Q3: 79,119 shares 79,119$8.43M0.55%+13,396Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,202 shares; 2025Q1: 85,601 shares; 2025Q2: 87,275 shares; 2025Q3: 88,097 shares 88,097$7.31M0.48%+822Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,299 shares; 2025Q1: 89,005 shares; 2025Q2: 90,122 shares; 2025Q3: 90,044 shares 90,044$7.22M0.47%-78Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261,438 shares; 2025Q1: 266,534 shares; 2025Q2: 260,128 shares; 2025Q3: 251,574 shares 251,574$6.87M0.45%-8,554Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,231 shares; 2025Q1: 60,231 shares; 2025Q2: 59,307 shares; 2025Q3: 53,147 shares 53,147$6.42M0.42%-6,160Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,818 shares; 2025Q1: 34,552 shares; 2025Q2: 33,759 shares; 2025Q3: 33,301 shares 33,301$6.21M0.41%-458Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,451 shares; 2025Q1: 77,033 shares; 2025Q2: 78,320 shares; 2025Q3: 78,374 shares 78,374$6.18M0.4%+54Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,062 shares; 2025Q1: 57,899 shares; 2025Q2: 52,302 shares; 2025Q3: 52,273 shares 52,273$5.77M0.38%-29Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,566 shares; 2025Q1: 111,336 shares; 2025Q2: 109,290 shares; 2025Q3: 106,624 shares 106,624$5.77M0.38%-2,666Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,021 shares; 2025Q1: 8,876 shares; 2025Q2: 9,097 shares; 2025Q3: 9,192 shares 9,192$5.52M0.36%+95Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,497 shares; 2025Q1: 168,308 shares; 2025Q2: 165,182 shares; 2025Q3: 164,692 shares 164,692$5.5M0.36%-490Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,398 shares; 2025Q1: 99,966 shares; 2025Q2: 107,213 shares; 2025Q3: 99,736 shares 99,736$4.99M0.33%-7,477Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,101 shares; 2025Q1: 9,078 shares; 2025Q2: 9,511 shares; 2025Q3: 9,094 shares 9,094$4.71M0.31%-417Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,032 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 14,465 shares 14,465$4.66M0.3%+2,356Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6$4.53M0.3%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,394 shares; 2025Q1: 6,076 shares; 2025Q2: 6,124 shares; 2025Q3: 5,950 shares 5,950$4.44M0.29%-174Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,413 shares; 2025Q1: 4,633 shares; 2025Q2: 7,108 shares; 2025Q3: 7,008 shares 7,008$4.29M0.28%-100Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,451 shares; 2025Q1: 92,949 shares; 2025Q2: 89,810 shares; 2025Q3: 87,823 shares 87,823$4M0.26%-1,987Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,197 shares; 2025Q1: 61,197 shares; 2025Q2: 61,197 shares; 2025Q3: 51,839 shares 51,839$3.77M0.25%-9,358Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,064 shares; 2025Q1: 84,064 shares; 2025Q2: 84,206 shares; 2025Q3: 84,206 shares 84,206$3.6M0.24%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,222 shares; 2025Q1: 144,320 shares; 2025Q2: 148,688 shares; 2025Q3: 143,729 shares 143,729$3.37M0.22%-4,959Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,556 shares; 2025Q1: 48,182 shares; 2025Q2: 50,298 shares; 2025Q3: 28,083 shares 28,083$3.33M0.22%-22,215Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,972 shares; 2025Q1: 10,972 shares; 2025Q2: 10,972 shares; 2025Q3: 10,965 shares 10,965$3.22M0.21%-7Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,738 shares; 2025Q1: 46,890 shares; 2025Q2: 47,290 shares; 2025Q3: 47,699 shares 47,699$2.99M0.2%+409Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,488 shares; 2025Q2: 4,658 shares; 2025Q3: 4,488 shares 4,488$2.99M0.2%-170Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,536 shares; 2025Q1: 26,677 shares; 2025Q2: 40,309 shares; 2025Q3: 40,277 shares 40,277$2.96M0.19%-32Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,431 shares; 2025Q1: 29,456 shares; 2025Q2: 29,461 shares; 2025Q3: 29,572 shares 29,572$2.81M0.18%+111Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,404 shares; 2025Q1: 19,127 shares; 2025Q2: 19,277 shares; 2025Q3: 19,306 shares 19,306$2.75M0.18%+29Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,741 shares; 2025Q1: 6,551 shares; 2025Q2: 6,574 shares; 2025Q3: 6,557 shares 6,557$2.66M0.17%-17Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,880 shares; 2025Q1: 11,933 shares; 2025Q2: 12,162 shares; 2025Q3: 12,123 shares 12,123$2.53M0.17%-39Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,668 shares; 2025Q1: 25,706 shares; 2025Q2: 25,748 shares; 2025Q3: 25,794 shares 25,794$2.42M0.16%+46Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,176 shares; 2025Q1: 11,149 shares; 2025Q2: 11,022 shares; 2025Q3: 10,839 shares 10,839$2.38M0.16%-183Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,324 shares; 2025Q1: 42,248 shares; 2025Q2: 42,725 shares; 2025Q3: 43,211 shares 43,211$2.21M0.14%+486Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,209 shares; 2025Q1: 33,776 shares; 2025Q2: 33,004 shares; 2025Q3: 32,980 shares 32,980$2.21M0.14%-24Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,083 shares; 2025Q1: 27,523 shares; 2025Q2: 27,393 shares; 2025Q3: 27,648 shares 27,648$2.17M0.14%+255Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,566 shares; 2025Q1: 11,560 shares; 2025Q2: 11,125 shares; 2025Q3: 11,151 shares 11,151$2.12M0.14%+26Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,366 shares; 2025Q1: 44,376 shares; 2025Q2: 43,951 shares; 2025Q3: 43,967 shares 43,967$2.05M0.13%+16Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,753 shares; 2025Q1: 11,416 shares; 2025Q2: 11,006 shares; 2025Q3: 10,982 shares 10,982$2.04M0.13%-24Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,019 shares; 2025Q1: 47,804 shares; 2025Q2: 47,504 shares; 2025Q3: 52,915 shares 52,915$2M0.13%+5,411Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,637 shares; 2025Q2: 4,517 shares; 2025Q3: 4,428 shares 4,428$1.97M0.13%-89Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,817 shares; 2025Q1: 16,745 shares; 2025Q2: 16,824 shares; 2025Q3: 16,558 shares 16,558$1.97M0.13%-266Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,017 shares; 2025Q1: 91,348 shares; 2025Q2: 90,368 shares; 2025Q3: 90,958 shares 90,958$1.96M0.13%+590Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,742 shares; 2025Q1: 5,742 shares; 2025Q2: 6,197 shares; 2025Q3: 6,183 shares 6,183$1.95M0.13%-14Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,255 shares; 2025Q1: 9,237 shares; 2025Q2: 9,237 shares; 2025Q3: 9,237 shares 9,237$1.91M0.12%0Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,345 shares; 2025Q1: 23,345 shares; 2025Q2: 23,345 shares; 2025Q3: 23,345 shares 23,345$1.78M0.12%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,699 shares; 2025Q1: 12,614 shares; 2025Q2: 15,996 shares; 2025Q3: 15,756 shares 15,756$1.78M0.12%-240Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,775 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares; 2025Q3: 9,362 shares 9,362$1.75M0.11%+6Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,603 shares; 2025Q1: 12,503 shares; 2025Q2: 12,072 shares; 2025Q3: 11,947 shares 11,947$1.7M0.11%-125Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,993 shares; 2025Q1: 6,993 shares; 2025Q2: 6,993 shares; 2025Q3: 6,952 shares 6,952$1.68M0.11%-41Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,065 shares; 2025Q1: 6,036 shares; 2025Q2: 8,084 shares; 2025Q3: 7,940 shares 7,940$1.66M0.11%-144Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,678 shares; 2025Q1: 55,879 shares; 2025Q2: 54,534 shares; 2025Q3: 54,257 shares 54,257$1.64M0.11%-277Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 13,259 shares 13,259$1.62M0.11%0Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,128 shares; 2025Q1: 36,654 shares; 2025Q2: 36,654 shares; 2025Q3: 36,654 shares 36,654$1.6M0.1%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,478 shares; 2025Q1: 23,478 shares; 2025Q2: 23,478 shares; 2025Q3: 23,478 shares 23,478$1.6M0.1%0Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,287 shares; 2025Q1: 15,157 shares; 2025Q2: 15,157 shares; 2025Q3: 14,957 shares 14,957$1.54M0.1%-200Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,634 shares; 2025Q1: 13,431 shares; 2025Q2: 14,350 shares; 2025Q3: 14,331 shares 14,331$1.48M0.1%-19Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,412 shares; 2025Q1: 8,412 shares; 2025Q2: 8,412 shares; 2025Q3: 8,400 shares 8,400$1.47M0.1%-12Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,032 shares; 2025Q1: 11,000 shares; 2025Q2: 10,564 shares; 2025Q3: 10,565 shares 10,565$1.46M0.09%+1Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,505 shares; 2025Q1: 10,397 shares; 2025Q2: 11,543 shares; 2025Q3: 11,462 shares 11,462$1.44M0.09%-81Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,373 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 2,973 shares 2,973$1.43M0.09%-113Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,100 shares; 2025Q3: 68,100 shares 68,100$1.41M0.09%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,016 shares; 2025Q1: 5,048 shares; 2025Q2: 5,069 shares; 2025Q3: 4,945 shares 4,945$1.4M0.09%-124Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,722 shares; 2025Q1: 36,238 shares; 2025Q2: 32,109 shares; 2025Q3: 32,854 shares 32,854$1.38M0.09%+745Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,519 shares; 2025Q1: 15,519 shares; 2025Q2: 15,519 shares; 2025Q3: 15,519 shares 15,519$1.35M0.09%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,800 shares; 2025Q2: 2,745 shares; 2025Q3: 2,750 shares 2,750$1.31M0.09%+5Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,107 shares; 2025Q1: 9,912 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares 9,076$1.31M0.09%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,484 shares; 2025Q1: 13,484 shares; 2025Q2: 13,484 shares; 2025Q3: 13,484 shares 13,484$1.3M0.08%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,376 shares; 2025Q1: 14,920 shares; 2025Q2: 13,787 shares; 2025Q3: 13,610 shares 13,610$1.3M0.08%-177Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,576 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 6,557 shares 6,557$1.28M0.08%-3,019Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,998 shares; 2025Q1: 25,142 shares; 2025Q2: 24,642 shares; 2025Q3: 24,358 shares 24,358$1.27M0.08%-284Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,056 shares; 2025Q1: 9,058 shares; 2025Q2: 9,060 shares; 2025Q3: 9,062 shares 9,062$1.27M0.08%+2Timeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,938 shares; 2025Q1: 34,938 shares; 2025Q2: 34,938 shares; 2025Q3: 34,938 shares 34,938$1.25M0.08%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,866 shares; 2025Q1: 2,856 shares; 2025Q2: 2,786 shares; 2025Q3: 2,719 shares 2,719$1.24M0.08%-67Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,268 shares; 2025Q2: 5,285 shares; 2025Q3: 5,279 shares 5,279$1.22M0.08%-6Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,937 shares; 2025Q1: 10,870 shares; 2025Q2: 11,009 shares; 2025Q3: 11,809 shares 11,809$1.2M0.08%+800Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,254 shares; 2025Q1: 18,180 shares; 2025Q2: 17,880 shares; 2025Q3: 17,880 shares 17,880$1.17M0.08%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,591 shares; 2025Q1: 7,592 shares; 2025Q2: 7,607 shares; 2025Q3: 7,594 shares 7,594$1.17M0.08%-13Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,618 shares; 2025Q1: 11,320 shares; 2025Q2: 10,376 shares; 2025Q3: 10,365 shares 10,365$1.15M0.08%-11Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,412 shares; 2025Q1: 1,399 shares; 2025Q2: 1,365 shares; 2025Q3: 1,327 shares 1,327$1.01M0.07%-38Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,939 shares; 2025Q1: 14,754 shares; 2025Q2: 14,759 shares; 2025Q3: 15,364 shares 15,364$989K0.06%+605Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares 5,648$976K0.06%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,535 shares; 2025Q1: 10,370 shares; 2025Q2: 10,382 shares; 2025Q3: 10,392 shares 10,392$970K0.06%+10Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,217 shares; 2025Q1: 22,399 shares; 2025Q2: 22,399 shares; 2025Q3: 22,399 shares 22,399$964K0.06%0Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,766 shares; 2025Q1: 12,766 shares; 2025Q2: 12,766 shares; 2025Q3: 12,766 shares 12,766$938K0.06%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,544 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares 4,439$929K0.06%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,686 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,558 shares 6,558$928K0.06%-72Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,836 shares; 2025Q1: 35,847 shares; 2025Q2: 29,952 shares; 2025Q3: 29,187 shares 29,187$923K0.06%-765Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,517 shares; 2025Q1: 17,247 shares; 2025Q2: 17,008 shares; 2025Q3: 18,111 shares 18,111$917K0.06%+1,103Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares 4,195$911K0.06%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,256 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,221 shares 8,221$909K0.06%0Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,027 shares; 2025Q1: 12,027 shares; 2025Q2: 12,391 shares; 2025Q3: 12,391 shares 12,391$844K0.06%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,650 shares; 2025Q1: 15,650 shares; 2025Q2: 15,660 shares; 2025Q3: 15,660 shares 15,660$836K0.05%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,220 shares; 2025Q1: 10,587 shares; 2025Q2: 10,082 shares; 2025Q3: 9,945 shares 9,945$835K0.05%-137Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,115 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 12,727 shares 12,727$827K0.05%+1,552Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,847 shares 7,847$811K0.05%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares 1,689$805K0.05%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,498 shares; 2025Q1: 5,498 shares; 2025Q2: 5,617 shares; 2025Q3: 5,498 shares 5,498$772K0.05%-119Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,031 shares; 2025Q1: 9,186 shares; 2025Q2: 8,890 shares; 2025Q3: 9,046 shares 9,046$767K0.05%+156Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 838 shares; 2025Q3: 829 shares 829$767K0.05%-9Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,797 shares; 2025Q1: 2,582 shares; 2025Q2: 2,793 shares; 2025Q3: 3,082 shares 3,082$749K0.05%+289Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,638 shares; 2025Q1: 11,932 shares; 2025Q2: 11,265 shares; 2025Q3: 11,244 shares 11,244$746K0.05%-21Timeline
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,018 shares; 2025Q1: 29,438 shares; 2025Q2: 29,438 shares; 2025Q3: 29,438 shares 29,438$742K0.05%0
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,279 shares; 2025Q1: 22,754 shares; 2025Q2: 23,789 shares; 2025Q3: 29,569 shares 29,569$719K0.05%+5,780Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,368 shares; 2025Q1: 13,368 shares; 2025Q2: 13,368 shares; 2025Q3: 13,368 shares 13,368$710K0.05%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,759 shares; 2025Q2: 2,800 shares; 2025Q3: 2,595 shares 2,595$704K0.05%-205Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,666 shares; 2025Q1: 22,290 shares; 2025Q2: 22,714 shares; 2025Q3: 21,870 shares 21,870$698K0.05%-844Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,948 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,229 shares 6,229$694K0.05%-2Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,475 shares; 2025Q1: 19,475 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares 19,475$692K0.05%0Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,707 shares; 2025Q1: 21,542 shares; 2025Q2: 22,577 shares; 2025Q3: 28,357 shares 28,357$690K0.05%+5,780Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,473 shares; 2025Q1: 8,208 shares; 2025Q2: 4,242 shares; 2025Q3: 4,229 shares 4,229$686K0.04%-13Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,911 shares; 2025Q1: 2,825 shares; 2025Q2: 2,774 shares; 2025Q3: 2,755 shares 2,755$677K0.04%-19Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,507 shares; 2025Q1: 20,688 shares; 2025Q2: 20,882 shares; 2025Q3: 21,242 shares 21,242$664K0.04%+360Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,104 shares; 2025Q3: 3,922 shares 3,922$656K0.04%-182Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,063 shares; 2025Q1: 6,125 shares; 2025Q2: 6,512 shares; 2025Q3: 6,512 shares 6,512$653K0.04%0Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,221 shares; 2025Q3: 6,290 shares 6,290$648K0.04%+69Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares 7,158$639K0.04%0Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares 17,570$623K0.04%0Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,462 shares; 2025Q1: 13,366 shares; 2025Q2: 12,608 shares; 2025Q3: 11,824 shares 11,824$591K0.04%-784Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,589 shares; 2025Q1: 9,589 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600$587K0.04%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares 12,485$584K0.04%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,198 shares; 2025Q1: 5,333 shares; 2025Q2: 5,383 shares; 2025Q3: 5,383 shares 5,383$575K0.04%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,317 shares; 2025Q1: 31,715 shares; 2025Q2: 26,306 shares; 2025Q3: 21,282 shares 21,282$574K0.04%-5,024Timeline
UCBUNITED CMNTY BKS BLAIRSVLE GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,858 shares; 2025Q1: 17,858 shares; 2025Q2: 17,858 shares; 2025Q3: 17,858 shares 17,858$560K0.04%0Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,427 shares; 2025Q1: 11,167 shares; 2025Q2: 11,167 shares; 2025Q3: 12,907 shares 12,907$559K0.04%+1,740Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,009 shares; 2025Q1: 9,660 shares; 2025Q2: 9,661 shares; 2025Q3: 9,402 shares 9,402$552K0.04%-259Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,849 shares; 2025Q1: 6,095 shares; 2025Q2: 6,162 shares; 2025Q3: 6,485 shares 6,485$549K0.04%+323Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares 3,082$545K0.04%0Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,810 shares; 2025Q1: 8,312 shares; 2025Q2: 8,136 shares; 2025Q3: 8,255 shares 8,255$527K0.03%+119Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,222 shares; 2025Q1: 5,223 shares; 2025Q2: 4,853 shares; 2025Q3: 4,854 shares 4,854$509K0.03%+1Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,427 shares 1,427$507K0.03%+275Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,296 shares; 2025Q1: 8,061 shares; 2025Q2: 7,692 shares; 2025Q3: 6,853 shares 6,853$493K0.03%-839Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,565 shares; 2025Q1: 7,530 shares; 2025Q2: 6,523 shares; 2025Q3: 5,972 shares 5,972$485K0.03%-551Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,904 shares; 2025Q1: 6,908 shares; 2025Q2: 6,913 shares; 2025Q3: 6,919 shares 6,919$473K0.03%+6Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,599 shares; 2025Q2: 8,599 shares; 2025Q3: 8,599 shares 8,599$468K0.03%0Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 10,077 shares 10,077$461K0.03%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,428 shares; 2025Q1: 3,431 shares; 2025Q2: 3,433 shares; 2025Q3: 3,435 shares 3,435$460K0.03%+2Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,984 shares; 2025Q1: 10,792 shares; 2025Q2: 12,014 shares; 2025Q3: 10,397 shares 10,397$457K0.03%-1,617Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,045 shares; 2025Q1: 18,045 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares 18,045$445K0.03%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,600 shares; 2025Q3: 3,567 shares 3,567$441K0.03%-33Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 936 shares 936$438K0.03%-13Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,108 shares; 2025Q3: 4,878 shares 4,878$432K0.03%-230Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,682 shares; 2025Q2: 1,685 shares; 2025Q3: 1,603 shares 1,603$416K0.03%-82Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 389 shares; 2025Q3: 343 shares 343$411K0.03%-46Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,442 shares; 2025Q3: 1,203 shares 1,203$411K0.03%-239Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,586 shares; 2025Q3: 7,586 shares 7,586$409K0.03%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,791 shares; 2025Q1: 13,747 shares; 2025Q2: 14,018 shares; 2025Q3: 13,980 shares 13,980$395K0.03%-38Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,576 shares; 2025Q1: 11,238 shares; 2025Q2: 5,971 shares; 2025Q3: 5,956 shares 5,956$393K0.03%-15Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 1,189 shares 1,189$392K0.03%-17Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,426 shares; 2025Q1: 13,426 shares; 2025Q2: 13,438 shares; 2025Q3: 13,258 shares 13,258$386K0.03%-180Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,522 shares; 2025Q1: 7,604 shares; 2025Q2: 7,454 shares; 2025Q3: 7,484 shares 7,484$380K0.02%+30Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,436 shares; 2025Q1: 9,437 shares; 2025Q2: 5,498 shares; 2025Q3: 5,470 shares 5,470$374K0.02%-28Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares 2,519$371K0.02%0Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares 2,510$366K0.02%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,321 shares; 2025Q1: 16,755 shares; 2025Q2: 15,234 shares; 2025Q3: 14,199 shares 14,199$362K0.02%-1,035Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares 1,125$360K0.02%0Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares 2,383$353K0.02%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 485 shares; 2025Q3: 480 shares 480$353K0.02%-5Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,892 shares; 2025Q3: 5,892 shares 5,892$352K0.02%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares 1,242$350K0.02%0Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,723 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 13,688 shares 13,688$349K0.02%+3,160Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,400 shares; 2025Q2: 1,382 shares; 2025Q3: 1,383 shares 1,383$348K0.02%+1Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,099 shares; 2025Q1: 3,608 shares; 2025Q2: 3,229 shares; 2025Q3: 3,086 shares 3,086$341K0.02%-143Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,494 shares; 2025Q3: 4,279 shares 4,279$328K0.02%-215Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares 2,311$323K0.02%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,194 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares 2,073$322K0.02%0Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,263 shares; 2025Q1: 21,222 shares; 2025Q2: 17,800 shares; 2025Q3: 18,104 shares 18,104$322K0.02%+304Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,260 shares; 2025Q1: 3,199 shares; 2025Q2: 3,409 shares; 2025Q3: 3,350 shares 3,350$317K0.02%-59Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 8,978 shares; 2025Q3: 8,978 shares 8,978$316K0.02%0Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,843 shares; 2025Q1: 30,897 shares; 2025Q2: 30,951 shares; 2025Q3: 27,198 shares 27,198$315K0.02%-3,753Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,261 shares; 2025Q3: 2,262 shares 2,262$315K0.02%+1Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares 7,275$313K0.02%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,609 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,538 shares 3,538$311K0.02%+2Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,099 shares; 2025Q3: 1,095 shares 1,095$309K0.02%-4Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,570 shares; 2025Q1: 2,573 shares; 2025Q2: 2,568 shares; 2025Q3: 2,569 shares 2,569$308K0.02%+1Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares 1,094$306K0.02%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,694 shares; 2025Q1: 9,751 shares; 2025Q2: 9,751 shares; 2025Q3: 9,751 shares 9,751$304K0.02%0Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares 2,245$291K0.02%0Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,869 shares; 2025Q1: 2,204 shares; 2025Q2: 2,285 shares; 2025Q3: 2,365 shares 2,365$283K0.02%+80Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,528 shares; 2025Q1: 5,528 shares; 2025Q2: 5,528 shares; 2025Q3: 5,528 shares 5,528$282K0.02%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,380 shares; 2025Q1: 1,374 shares; 2025Q2: 1,326 shares; 2025Q3: 1,226 shares 1,226$279K0.02%-100Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares 2,420$278K0.02%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 933 shares 933$278K0.02%0Timeline
RXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares 1,303$270K0.02%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 4,120 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares 3,188$266K0.02%-647Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares 4,470$265K0.02%0Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares 3,267$263K0.02%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,384 shares; 2025Q1: 6,310 shares; 2025Q2: 6,054 shares; 2025Q3: 5,619 shares 5,619$253K0.02%-435Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,364 shares; 2025Q1: 2,184 shares; 2025Q2: 2,184 shares; 2025Q3: 1,995 shares 1,995$249K0.02%-189Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares 437$249K0.02%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$246K0.02%0Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares 1,781$244K0.02%newTimeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,189 shares; 2025Q1: 4,767 shares; 2025Q2: 4,593 shares; 2025Q3: 4,594 shares 4,594$243K0.02%+1Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,317 shares; 2025Q3: 1,293 shares 1,293$242K0.02%-24Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,928 shares 2,928$242K0.02%-537Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,549 shares; 2025Q1: 1,694 shares; 2025Q2: 1,639 shares; 2025Q3: 1,651 shares 1,651$240K0.02%+12Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares 1,247$240K0.02%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 703 shares 703$240K0.02%-11Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,146 shares 1,146$233K0.02%-27Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares 1,611$233K0.02%newTimeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,376 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares 2,376$228K0.01%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares 2,228$224K0.01%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,484 shares; 2025Q1: not reported; 2025Q2: 4,939 shares; 2025Q3: 4,332 shares 4,332$223K0.01%-607Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,913 shares; 2025Q1: 4,918 shares; 2025Q2: 4,488 shares; 2025Q3: 4,515 shares 4,515$221K0.01%+27Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares 2,315$219K0.01%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,260 shares; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,198 shares 1,198$219K0.01%-522Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,597 shares 2,597$218K0.01%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 720 shares; 2025Q3: 717 shares 717$218K0.01%-3Timeline
BKMCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$217K0.01%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: not reported; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares 1,874$215K0.01%0Timeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares 2,300$213K0.01%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares 702$211K0.01%newTimeline
WESTWESTROCK COFFEE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares 12,061$58.6K<0.01%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VSGXVANGUARD WORLD FD6,936$454Kshares
SSOPROSHARES TR4,304$421Kshares
PPAINVESCO EXCHANGE TRADED FD T1,735$246Kshares
IGMISHARES TR1,999$225Kshares
TAPMOLSON COORS BEVERAGE CO4,486$216Kshares
MKLMARKEL GROUP INC102$204Kshares
CMCSACOMCAST CORP NEW5,696$203Kshares
Direxion Daily S&P 500 Bear…Direxion Daily S&P 500 Bear 3X Sh…20,000$93.8Kshares

How Q3 2025 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 0001773830-25-000002 base2025-10-15acceptance time not in the bulk data set