VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,212 shares; 2025Q1: 12,986 shares; 2025Q2: 12,740 shares; 2025Q3: 12,108 shares; 2025Q4: 11,827 shares; 2026Q1: 11,425 shares 11,425 $6.83M 5.98% -402 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,848 shares; 2025Q1: 7,538 shares; 2025Q2: 7,563 shares; 2025Q3: 7,511 shares; 2025Q4: 7,559 shares; 2026Q1: 7,616 shares 7,616 $4.98M 4.36% +57 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,055 shares; 2025Q1: 10,395 shares; 2025Q2: 10,502 shares; 2025Q3: 10,159 shares; 2025Q4: 9,811 shares; 2026Q1: 9,758 shares 9,758 $4.26M 3.74% -53 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,904 shares; 2025Q1: 22,246 shares; 2025Q2: 21,865 shares; 2025Q3: 21,295 shares; 2025Q4: 20,443 shares; 2026Q1: 20,370 shares 20,370 $4M 3.5% -73 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,633 shares; 2025Q1: 11,302 shares; 2025Q2: 11,551 shares; 2025Q3: 12,161 shares; 2025Q4: 12,683 shares; 2026Q1: 13,485 shares 13,485 $3.36M 2.94% +802 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,021 shares; 2025Q1: 18,508 shares; 2025Q2: 18,537 shares; 2025Q3: 18,020 shares; 2025Q4: 17,853 shares; 2026Q1: 18,107 shares 18,107 $3.29M 2.88% +254 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,263 shares; 2025Q1: 9,067 shares; 2025Q2: 9,804 shares; 2025Q3: 9,539 shares; 2025Q4: 7,404 shares; 2026Q1: 7,314 shares 7,314 $3.15M 2.76% -90 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR 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: 94,832 shares; 2025Q3: 106,974 shares; 2025Q4: 121,336 shares; 2026Q1: 117,122 shares 117,122 $2.94M 2.58% -4,214 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,270 shares; 2025Q1: 21,708 shares; 2025Q2: 21,686 shares; 2025Q3: 21,433 shares; 2025Q4: 21,491 shares; 2026Q1: 21,624 shares 21,624 $2.69M 2.36% +133 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,146 shares; 2025Q1: 18,748 shares; 2025Q2: 18,760 shares; 2025Q3: 20,814 shares; 2025Q4: 21,489 shares; 2026Q1: 22,072 shares 22,072 $2.05M 1.79% +583 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,129 shares; 2025Q1: 34,353 shares; 2025Q2: 33,546 shares; 2025Q3: 32,536 shares; 2025Q4: 32,135 shares; 2026Q1: 32,207 shares 32,207 $1.99M 1.74% +72 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS 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: 83,883 shares 83,883 $1.98M 1.73% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,238 shares; 2025Q1: 28,858 shares; 2025Q2: 28,876 shares; 2025Q3: 27,627 shares; 2025Q4: 27,582 shares; 2026Q1: 28,113 shares 28,113 $1.97M 1.73% +531 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,089 shares; 2025Q1: 2,961 shares; 2025Q2: 2,998 shares; 2025Q3: 3,002 shares; 2025Q4: 2,905 shares; 2026Q1: 2,972 shares 2,972 $1.72M 1.5% +67 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 59,941 shares; 2025Q4: 59,729 shares; 2026Q1: 60,771 shares 60,771 $1.62M 1.42% +1,042 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,488 shares; 2025Q1: 5,601 shares; 2025Q2: 5,824 shares; 2025Q3: not reported; 2025Q4: 44,872 shares; 2026Q1: 45,311 shares 45,311 $1.53M 1.34% +439 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS 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: 60,776 shares 60,776 $1.52M 1.33% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,322 shares; 2025Q1: 22,681 shares; 2025Q2: 25,678 shares; 2025Q3: 27,117 shares; 2025Q4: 21,133 shares; 2026Q1: 20,528 shares 20,528 $1.43M 1.26% -605 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,121 shares; 2025Q1: 18,209 shares; 2025Q2: 18,137 shares; 2025Q3: 17,559 shares; 2025Q4: 17,307 shares; 2026Q1: 18,235 shares 18,235 $1.4M 1.22% +928 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,445 shares; 2025Q1: 15,121 shares; 2025Q2: 15,134 shares; 2025Q3: 14,854 shares; 2025Q4: 15,135 shares; 2026Q1: 15,019 shares 15,019 $1.3M 1.14% -116 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,173 shares; 2025Q1: 3,935 shares; 2025Q2: 3,997 shares; 2025Q3: 3,992 shares; 2025Q4: 3,982 shares; 2026Q1: 3,936 shares 3,936 $1.26M 1.11% -46 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,216 shares; 2025Q1: 15,471 shares; 2025Q2: 15,593 shares; 2025Q3: 15,198 shares; 2025Q4: 15,068 shares; 2026Q1: 15,264 shares 15,264 $1.25M 1.1% +196 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,123 shares; 2025Q1: 6,806 shares; 2025Q2: 7,203 shares; 2025Q3: 6,846 shares; 2025Q4: 6,067 shares; 2026Q1: 7,041 shares 7,041 $1.23M 1.08% +974 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,716 shares; 2025Q1: 4,866 shares; 2025Q2: 7,215 shares; 2025Q3: 7,629 shares; 2025Q4: 12,032 shares; 2026Q1: 12,096 shares 12,096 $1.22M 1.07% +64 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,956 shares; 2025Q1: 16,377 shares; 2025Q2: 14,976 shares; 2025Q3: 16,062 shares; 2025Q4: 16,082 shares; 2026Q1: 16,109 shares 16,109 $1.2M 1.05% +27 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,023 shares; 2025Q1: 29,723 shares; 2025Q2: 30,778 shares; 2025Q3: 27,444 shares; 2025Q4: 27,412 shares; 2026Q1: 27,412 shares 27,412 $1.09M 0.96% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,312 shares; 2025Q1: 11,920 shares; 2025Q2: 11,055 shares; 2025Q3: 10,580 shares; 2025Q4: 11,852 shares; 2026Q1: 10,863 shares 10,863 $1.08M 0.95% -989 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,222 shares; 2025Q1: 5,265 shares; 2025Q2: 6,551 shares; 2025Q3: 7,105 shares; 2025Q4: 7,278 shares; 2026Q1: 7,372 shares 7,372 $1.07M 0.94% +94 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,555 shares; 2025Q1: 17,877 shares; 2025Q2: 17,569 shares; 2025Q3: 17,308 shares; 2025Q4: 17,176 shares; 2026Q1: 17,492 shares 17,492 $1.04M 0.91% +316 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,452 shares; 2025Q1: 8,540 shares; 2025Q2: 8,612 shares; 2025Q3: 9,065 shares; 2025Q4: 9,204 shares; 2026Q1: 9,263 shares 9,263 $1.03M 0.9% +59 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,134 shares; 2025Q1: 2,687 shares; 2025Q2: 2,785 shares; 2025Q3: 2,656 shares; 2025Q4: 2,495 shares; 2026Q1: 4,040 shares 4,040 $1.03M 0.9% +1,545 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,314 shares; 2025Q1: 25,177 shares; 2025Q2: 27,855 shares; 2025Q3: 28,894 shares; 2025Q4: 28,175 shares; 2026Q1: 28,593 shares 28,593 $1.02M 0.89% +418 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,992 shares; 2025Q1: 4,083 shares; 2025Q2: 4,321 shares; 2025Q3: 4,404 shares; 2025Q4: 3,863 shares; 2026Q1: 4,564 shares 4,564 $951K 0.83% +701 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,287 shares; 2025Q1: 1,383 shares; 2025Q2: 1,450 shares; 2025Q3: 1,440 shares; 2025Q4: 1,387 shares; 2026Q1: 2,356 shares 2,356 $872K 0.76% +969 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 24,921 shares; 2025Q4: 24,680 shares; 2026Q1: 25,181 shares 25,181 $865K 0.76% +501 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,983 shares; 2025Q1: 22,840 shares; 2025Q2: 22,840 shares; 2025Q3: 22,840 shares; 2025Q4: 22,062 shares; 2026Q1: 21,730 shares 21,730 $865K 0.76% -332 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,090 shares; 2025Q1: 19,090 shares; 2025Q2: 18,015 shares; 2025Q3: 18,351 shares; 2025Q4: 17,989 shares; 2026Q1: 17,989 shares 17,989 $752K 0.66% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 227 shares; 2025Q2: 214 shares; 2025Q3: 295 shares; 2025Q4: 9,232 shares; 2026Q1: 8,100 shares 8,100 $751K 0.66% -1,132 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,638 shares; 2025Q2: 18,992 shares; 2025Q3: 27,767 shares; 2025Q4: 27,730 shares; 2026Q1: 28,743 shares 28,743 $720K 0.63% +1,013 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,263 shares; 2025Q1: 9,264 shares; 2025Q2: 9,083 shares; 2025Q3: 9,031 shares; 2025Q4: 8,731 shares; 2026Q1: 8,359 shares 8,359 $699K 0.61% -372 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,448 shares; 2025Q1: 5,301 shares; 2025Q2: 5,553 shares; 2025Q3: 5,413 shares; 2025Q4: 5,321 shares; 2026Q1: 5,249 shares 5,249 $687K 0.6% -72 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,343 shares; 2025Q1: 15,729 shares; 2025Q2: 15,729 shares; 2025Q3: 15,729 shares; 2025Q4: 15,258 shares; 2026Q1: 15,258 shares 15,258 $657K 0.58% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,895 shares; 2025Q1: 5,482 shares; 2025Q2: 4,527 shares; 2025Q3: 4,321 shares; 2025Q4: 4,313 shares; 2026Q1: 4,313 shares 4,313 $653K 0.57% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,067 shares; 2025Q1: 17,030 shares; 2025Q2: 17,030 shares; 2025Q3: 17,030 shares; 2025Q4: 17,030 shares; 2026Q1: 15,174 shares 15,174 $645K 0.57% -1,856 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,635 shares; 2025Q1: 15,577 shares; 2025Q2: 15,577 shares; 2025Q3: 15,577 shares; 2025Q4: 14,988 shares; 2026Q1: 14,988 shares 14,988 $640K 0.56% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,595 shares; 2025Q1: 14,595 shares; 2025Q2: 14,595 shares; 2025Q3: 14,437 shares; 2025Q4: 13,780 shares; 2026Q1: 13,485 shares 13,485 $620K 0.54% -295 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,774 shares; 2025Q1: 2,351 shares; 2025Q2: 2,329 shares; 2025Q3: 2,286 shares; 2025Q4: 2,274 shares; 2026Q1: 2,266 shares 2,266 $594K 0.52% -8 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,476 shares; 2025Q1: 12,928 shares; 2025Q2: 14,177 shares; 2025Q3: 14,177 shares; 2025Q4: 13,638 shares; 2026Q1: 13,211 shares 13,211 $589K 0.52% -427 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS 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: 14,944 shares; 2026Q1: 14,480 shares 14,480 $587K 0.51% -464 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 1,585 shares; 2025Q2: 6,468 shares; 2025Q3: 6,977 shares; 2025Q4: 8,005 shares; 2026Q1: 11,846 shares 11,846 $579K 0.51% +3,841 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 900 shares; 2025Q3: 19,436 shares; 2025Q4: 19,470 shares; 2026Q1: 19,826 shares 19,826 $566K 0.5% +356 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,292 shares; 2025Q1: 1,312 shares; 2025Q2: 1,250 shares; 2025Q3: 1,268 shares; 2025Q4: 1,172 shares; 2026Q1: 2,265 shares 2,265 $554K 0.49% +1,093 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,258 shares; 2025Q1: 3,173 shares; 2025Q2: 3,387 shares; 2025Q3: 5,202 shares; 2025Q4: 5,390 shares; 2026Q1: 5,504 shares 5,504 $551K 0.48% +114 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,365 shares; 2025Q1: 6,435 shares; 2025Q2: 5,555 shares; 2025Q3: 6,478 shares; 2025Q4: 4,964 shares; 2026Q1: 4,944 shares 4,944 $546K 0.48% -20 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,359 shares; 2025Q1: 580 shares; 2025Q2: 1,036 shares; 2025Q3: 711 shares; 2025Q4: 848 shares; 2026Q1: 822 shares 822 $535K 0.47% -26 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 13,880 shares; 2026Q1: 13,413 shares 13,413 $511K 0.45% -467 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 12,034 shares; 2025Q4: 11,950 shares; 2026Q1: 12,178 shares 12,178 $495K 0.43% +228 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,707 shares; 2025Q1: 11,235 shares; 2025Q2: 11,265 shares; 2025Q3: 10,037 shares; 2025Q4: 10,589 shares; 2026Q1: 10,802 shares 10,802 $493K 0.43% +213 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,421 shares; 2025Q2: 1,471 shares; 2025Q3: 1,439 shares; 2025Q4: 1,405 shares; 2026Q1: 1,662 shares 1,662 $478K 0.42% +257 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,257 shares; 2025Q1: 11,495 shares; 2025Q2: 11,495 shares; 2025Q3: 11,495 shares; 2025Q4: 11,495 shares; 2026Q1: 10,851 shares 10,851 $468K 0.41% -644 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,191 shares; 2025Q1: 1,091 shares; 2025Q2: 1,127 shares; 2025Q3: 1,111 shares; 2025Q4: 1,054 shares; 2026Q1: 1,086 shares 1,086 $463K 0.41% +32 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,941 shares; 2025Q1: 8,355 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 7,773 shares 7,773 $463K 0.41% +7,513 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,566 shares; 2025Q1: 5,396 shares; 2025Q2: 5,903 shares; 2025Q3: 5,647 shares; 2025Q4: 5,529 shares; 2026Q1: 3,083 shares 3,083 $457K 0.4% -2,446 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,575 shares; 2025Q1: 12,348 shares; 2025Q2: 12,348 shares; 2025Q3: 12,348 shares; 2025Q4: 12,348 shares; 2026Q1: 10,268 shares 10,268 $420K 0.37% -2,080 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,796 shares; 2025Q1: 6,050 shares; 2025Q2: 8,251 shares; 2025Q3: not reported; 2025Q4: 11,161 shares; 2026Q1: 10,612 shares 10,612 $408K 0.36% -549 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,969 shares; 2025Q1: 23,293 shares; 2025Q2: 20,829 shares; 2025Q3: 18,061 shares; 2025Q4: 17,071 shares; 2026Q1: 12,782 shares 12,782 $408K 0.36% -4,289 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,586 shares; 2025Q1: 8,639 shares; 2025Q2: 7,826 shares; 2025Q3: 7,108 shares; 2025Q4: 6,835 shares; 2026Q1: 5,155 shares 5,155 $398K 0.35% -1,680 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,584 shares; 2025Q2: 1,477 shares; 2025Q3: 1,437 shares; 2025Q4: 1,705 shares; 2026Q1: 1,831 shares 1,831 $379K 0.33% +126 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 11,179 shares; 2025Q4: 11,781 shares; 2026Q1: 11,288 shares 11,288 $357K 0.31% -493 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,901 shares; 2025Q1: 11,328 shares; 2025Q2: 11,454 shares; 2025Q3: 11,561 shares; 2025Q4: 11,521 shares; 2026Q1: 13,086 shares 13,086 $335K 0.29% +1,565 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 889 shares; 2025Q2: 978 shares; 2025Q3: 847 shares; 2025Q4: 820 shares; 2026Q1: 1,044 shares 1,044 $323K 0.28% +224 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 10,630 shares; 2026Q1: 10,924 shares 10,924 $317K 0.28% +294 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,645 shares; 2025Q1: 3,301 shares; 2025Q2: 2,982 shares; 2025Q3: 1,767 shares; 2025Q4: 1,877 shares; 2026Q1: 2,459 shares 2,459 $315K 0.28% +582 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,791 shares; 2025Q1: 22,922 shares; 2025Q2: 20,058 shares; 2025Q3: 18,753 shares; 2025Q4: 18,901 shares; 2026Q1: 5,076 shares 5,076 $297K 0.26% -13,825 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,453 shares; 2025Q1: 1,932 shares; 2025Q2: 1,483 shares; 2025Q3: 1,444 shares; 2025Q4: 1,577 shares; 2026Q1: 1,738 shares 1,738 $295K 0.26% +161 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,255 shares; 2025Q1: 1,209 shares; 2025Q2: 1,395 shares; 2025Q3: 1,308 shares; 2025Q4: 1,286 shares; 2026Q1: 1,353 shares 1,353 $294K 0.26% +67 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,084 shares; 2025Q1: 3,653 shares; 2025Q2: 3,683 shares; 2025Q3: 3,660 shares; 2025Q4: 3,926 shares; 2026Q1: 3,912 shares 3,912 $281K 0.25% -14 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,913 shares; 2025Q1: 6,190 shares; 2025Q2: 6,066 shares; 2025Q3: 5,665 shares; 2025Q4: 5,819 shares; 2026Q1: 5,804 shares 5,804 $280K 0.25% -15 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,082 shares; 2025Q1: 13,461 shares; 2025Q2: 23,484 shares; 2025Q3: 34,725 shares; 2025Q4: 30,389 shares; 2026Q1: 11,505 shares 11,505 $278K 0.24% -18,884 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,970 shares; 2025Q1: 4,035 shares; 2025Q2: 3,819 shares; 2025Q3: 3,778 shares; 2025Q4: 3,560 shares; 2026Q1: 3,460 shares 3,460 $275K 0.24% -100 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 595 shares; 2026Q1: 593 shares 593 $274K 0.24% -2 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,680 shares; 2025Q1: 4,383 shares; 2025Q2: 4,382 shares; 2025Q3: 4,258 shares; 2025Q4: 4,257 shares; 2026Q1: 4,257 shares 4,257 $273K 0.24% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,206 shares; 2025Q1: 784 shares; 2025Q2: 914 shares; 2025Q3: 865 shares; 2025Q4: 794 shares; 2026Q1: 894 shares 894 $263K 0.23% +100 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares 1,292 $258K 0.23% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,766 shares; 2025Q1: 14,766 shares; 2025Q2: 14,766 shares; 2025Q3: 14,766 shares; 2025Q4: 14,766 shares; 2026Q1: 14,766 shares 14,766 $247K 0.22% 0 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,403 shares; 2025Q1: 533 shares; 2025Q2: 3,833 shares; 2025Q3: 5,420 shares; 2025Q4: 4,250 shares; 2026Q1: 2,414 shares 2,414 $244K 0.21% -1,836 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,980 shares; 2025Q1: 2,105 shares; 2025Q2: 2,068 shares; 2025Q3: 2,118 shares; 2025Q4: 2,236 shares; 2026Q1: 2,082 shares 2,082 $235K 0.21% -154 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 6,054 shares; 2026Q1: 6,157 shares 6,157 $226K 0.2% +103 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,667 shares; 2025Q1: 1,418 shares; 2025Q2: 1,794 shares; 2025Q3: 1,612 shares; 2025Q4: 1,566 shares; 2026Q1: 1,766 shares 1,766 $219K 0.19% +200 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,816 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,904 shares; 2026Q1: 1,823 shares 1,823 $215K 0.19% -81 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 5,204 shares 5,204 $212K 0.19% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 318 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $209K 0.18% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,292 shares; 2025Q1: 8,758 shares; 2025Q2: 5,368 shares; 2025Q3: 5,011 shares; 2025Q4: 3,953 shares; 2026Q1: 3,777 shares 3,777 $209K 0.18% -176 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,787 shares; 2025Q1: 5,238 shares; 2025Q2: 4,489 shares; 2025Q3: 4,443 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares 4,097 $208K 0.18% 0 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 484 shares; 2026Q1: 4,990 shares 4,990 $205K 0.18% +4,506 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,404 shares; 2025Q1: 11,730 shares; 2025Q2: 17,410 shares; 2025Q3: 5,208 shares; 2025Q4: 5,618 shares; 2026Q1: 5,467 shares 5,467 $199K 0.17% -151 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 431 shares; 2025Q1: 279 shares; 2025Q2: 445 shares; 2025Q3: 441 shares; 2025Q4: 1,290 shares; 2026Q1: 974 shares 974 $198K 0.17% -316 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,825 shares; 2025Q1: 1,719 shares; 2025Q2: 1,883 shares; 2025Q3: 1,882 shares; 2025Q4: 2,298 shares; 2026Q1: 2,276 shares 2,276 $197K 0.17% -22 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 278 shares; 2025Q1: 228 shares; 2025Q2: 222 shares; 2025Q3: 198 shares; 2025Q4: 180 shares; 2026Q1: 198 shares 198 $197K 0.17% +18 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 1,439 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,377 shares; 2026Q1: 1,356 shares 1,356 $193K 0.17% -21 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,586 shares; 2025Q1: 3,305 shares; 2025Q2: 2,690 shares; 2025Q3: 2,068 shares; 2025Q4: 2,896 shares; 2026Q1: 2,887 shares 2,887 $191K 0.17% -9 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,878 shares; 2025Q1: 5,774 shares; 2025Q2: 4,694 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,509 shares 4,509 $181K 0.16% -185 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 354 shares; 2025Q1: 202 shares; 2025Q2: 218 shares; 2025Q3: 215 shares; 2025Q4: 194 shares; 2026Q1: 307 shares 307 $176K 0.15% +113 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 948 shares; 2025Q1: 135 shares; 2025Q2: 976 shares; 2025Q3: 975 shares; 2025Q4: 121 shares; 2026Q1: 1,566 shares 1,566 $173K 0.15% +1,445 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,314 shares; 2025Q2: 2,123 shares; 2025Q3: 2,803 shares; 2025Q4: 3,155 shares; 2026Q1: 2,916 shares 2,916 $170K 0.15% -239 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,489 shares; 2025Q1: 6,953 shares; 2025Q2: 5,523 shares; 2025Q3: 4,309 shares; 2025Q4: 4,309 shares; 2026Q1: 3,673 shares 3,673 $169K 0.15% -636 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,961 shares; 2025Q1: 2,967 shares; 2025Q2: 2,806 shares; 2025Q3: 2,768 shares; 2025Q4: 3,433 shares; 2026Q1: 3,365 shares 3,365 $169K 0.15% -68 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,354 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,397 shares; 2026Q1: 1,385 shares 1,385 $169K 0.15% -12 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 864 shares; 2025Q1: 7,174 shares; 2025Q2: 7,373 shares; 2025Q3: 7,730 shares; 2025Q4: 7,984 shares; 2026Q1: 7,930 shares 7,930 $167K 0.15% -54 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,174 shares; 2025Q1: 9,577 shares; 2025Q2: 6,921 shares; 2025Q3: 6,407 shares; 2025Q4: 6,235 shares; 2026Q1: 4,110 shares 4,110 $162K 0.14% -2,125 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,242 shares; 2025Q1: 1,445 shares; 2025Q2: 1,646 shares; 2025Q3: 1,397 shares; 2025Q4: 2,910 shares; 2026Q1: 2,744 shares 2,744 $162K 0.14% -166 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,085 shares; 2025Q1: 2,877 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,667 shares; 2026Q1: 2,482 shares 2,482 $161K 0.14% -185 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,026 shares; 2025Q2: 1,019 shares; 2025Q3: 1,539 shares; 2025Q4: 1,560 shares; 2026Q1: 1,482 shares 1,482 $157K 0.14% -78 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,617 shares; 2025Q1: 12,103 shares; 2025Q2: 16,857 shares; 2025Q3: 16,905 shares; 2025Q4: 4,813 shares; 2026Q1: 4,675 shares 4,675 $156K 0.14% -138 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,130 shares; 2025Q1: 1,579 shares; 2025Q2: 1,528 shares; 2025Q3: 1,369 shares; 2025Q4: 1,307 shares; 2026Q1: 1,303 shares 1,303 $153K 0.13% -4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 387 shares; 2025Q2: 462 shares; 2025Q3: 537 shares; 2025Q4: 802 shares; 2026Q1: 725 shares 725 $153K 0.13% -77 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 3,731 shares; 2025Q4: 3,835 shares; 2026Q1: 3,711 shares 3,711 $144K 0.13% -124 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 6,530 shares 6,530 $143K 0.13% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,523 shares; 2025Q1: 4,554 shares; 2025Q2: 3,947 shares; 2025Q3: 3,968 shares; 2025Q4: 3,356 shares; 2026Q1: 3,041 shares 3,041 $142K 0.12% -315 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 1,540 shares 1,540 $136K 0.12% -29 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 4,216 shares 4,216 $136K 0.12% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 558 shares; 2025Q2: 606 shares; 2025Q3: 626 shares; 2025Q4: 567 shares; 2026Q1: 628 shares 628 $134K 0.12% +61 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 499 shares; 2025Q1: 1,666 shares; 2025Q2: 1,468 shares; 2025Q3: 1,923 shares; 2025Q4: 2,817 shares; 2026Q1: 2,895 shares 2,895 $134K 0.12% +78 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 285 shares; 2025Q1: 275 shares; 2025Q2: 319 shares; 2025Q3: 784 shares; 2025Q4: 316 shares; 2026Q1: 356 shares 356 $132K 0.12% +40 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 3,309 shares; 2025Q4: 3,368 shares; 2026Q1: 3,396 shares 3,396 $132K 0.12% +28 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 231 shares; 2025Q2: 226 shares; 2025Q3: 217 shares; 2025Q4: 208 shares; 2026Q1: 206 shares 206 $125K 0.11% -2 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,160 shares 2,160 $119K 0.1% +160 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 981 shares; 2025Q1: 1,051 shares; 2025Q2: 1,002 shares; 2025Q3: 833 shares; 2025Q4: 751 shares; 2026Q1: 619 shares 619 $119K 0.1% -132 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 371 shares; 2025Q3: 336 shares; 2025Q4: 329 shares; 2026Q1: 388 shares 388 $117K 0.1% +59 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 460 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 391 shares; 2026Q1: 387 shares 387 $111K 0.1% -4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,124 shares; 2025Q1: 1,132 shares; 2025Q2: 1,129 shares; 2025Q3: 1,252 shares; 2025Q4: 1,217 shares; 2026Q1: 1,117 shares 1,117 $108K 0.09% -100 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,501 shares; 2025Q1: 2,400 shares; 2025Q2: 2,964 shares; 2025Q3: 2,716 shares; 2025Q4: 3,632 shares; 2026Q1: 3,659 shares 3,659 $106K 0.09% +27 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 158 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $106K 0.09% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 408 shares; 2026Q1: 405 shares 405 $104K 0.09% -3 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 93 shares; 2025Q2: 112 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 111 shares 111 $102K 0.09% +29 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,354 shares; 2025Q1: 419 shares; 2025Q2: 510 shares; 2025Q3: 328 shares; 2025Q4: 486 shares; 2026Q1: 614 shares 614 $102K 0.09% +128 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 738 shares; 2025Q1: 680 shares; 2025Q2: 679 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738 $101K 0.09% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 211 shares 211 $101K 0.09% +56 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 734 shares; 2025Q2: 733 shares; 2025Q3: 725 shares; 2025Q4: 724 shares; 2026Q1: 721 shares 721 $99.7K 0.09% -3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 478 shares; 2025Q1: 477 shares; 2025Q2: 479 shares; 2025Q3: 487 shares; 2025Q4: 479 shares; 2026Q1: 478 shares 478 $99.5K 0.09% -1 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,906 shares; 2025Q1: 15,449 shares; 2025Q2: 15,521 shares; 2025Q3: 20,271 shares; 2025Q4: 19,811 shares; 2026Q1: 3,891 shares 3,891 $99.3K 0.09% -15,920 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,840 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 67 shares; 2025Q4: 64 shares; 2026Q1: 3,730 shares 3,730 $99.3K 0.09% +3,666 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 121 shares; 2025Q2: 116 shares; 2025Q3: 114 shares; 2025Q4: 109 shares; 2026Q1: 112 shares 112 $96.9K 0.08% +3 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,041 shares; 2025Q2: 877 shares; 2025Q3: 780 shares; 2025Q4: 1,560 shares; 2026Q1: 1,559 shares 1,559 $95.5K 0.08% -1 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS 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: 3,797 shares 3,797 $94.4K 0.08% new Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 3,322 shares 3,322 $93K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 52 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 269 shares 269 $90.9K 0.08% +218 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $90.8K 0.08% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $89.2K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,848 shares; 2025Q1: 2,024 shares; 2025Q2: 2,022 shares; 2025Q3: 2,020 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares 2,019 $89.1K 0.08% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 367 shares; 2025Q1: 339 shares; 2025Q2: 1,356 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $87.7K 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 733 shares; 2025Q2: 732 shares; 2025Q3: 645 shares; 2025Q4: 629 shares; 2026Q1: 768 shares 768 $87.1K 0.08% +139 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 247 shares; 2025Q2: 172 shares; 2025Q3: 215 shares; 2025Q4: 182 shares; 2026Q1: 573 shares 573 $84.3K 0.07% +391 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 674 shares; 2025Q1: 991 shares; 2025Q2: 806 shares; 2025Q3: 777 shares; 2025Q4: 769 shares; 2026Q1: 3,637 shares 3,637 $83.3K 0.07% +2,868 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 148 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 115 shares; 2025Q4: 287 shares; 2026Q1: 337 shares 337 $83.3K 0.07% +50 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 141 shares; 2026Q1: 287 shares 287 $82.3K 0.07% +146 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,531 shares; 2025Q1: 22,040 shares; 2025Q2: 22,346 shares; 2025Q3: 20,836 shares; 2025Q4: 21,061 shares; 2026Q1: 4,312 shares 4,312 $81.5K 0.07% -16,749 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284 shares; 2025Q1: 269 shares; 2025Q2: 353 shares; 2025Q3: 269 shares; 2025Q4: 270 shares; 2026Q1: 268 shares 268 $81.1K 0.07% -2 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 3,367 shares; 2025Q3: 2,806 shares; 2025Q4: 2,791 shares; 2026Q1: 2,873 shares 2,873 $80.9K 0.07% +82 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 741 shares; 2025Q1: 1,350 shares; 2025Q2: 1,344 shares; 2025Q3: 1,338 shares; 2025Q4: 1,333 shares; 2026Q1: 1,331 shares 1,331 $80.4K 0.07% -2 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST 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: 3,404 shares; 2025Q3: 2,831 shares; 2025Q4: 2,821 shares; 2026Q1: 2,906 shares 2,906 $80.2K 0.07% +85 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,470 shares; 2025Q3: 1,433 shares; 2025Q4: 1,580 shares; 2026Q1: 1,667 shares 1,667 $80.1K 0.07% +87 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: 398 shares; 2025Q2: 384 shares; 2025Q3: 265 shares; 2025Q4: 349 shares; 2026Q1: 332 shares 332 $79.7K 0.07% -17 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 1,163 shares; 2025Q2: 1,158 shares; 2025Q3: 1,065 shares; 2025Q4: 1,025 shares; 2026Q1: 1,019 shares 1,019 $77.5K 0.07% -6 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 188 shares; 2025Q2: 211 shares; 2025Q3: 202 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $77.3K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 290 shares; 2025Q4: 284 shares; 2026Q1: 257 shares 257 $73.8K 0.06% -27 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 629 shares; 2025Q1: 642 shares; 2025Q2: 639 shares; 2025Q3: 712 shares; 2025Q4: 680 shares; 2026Q1: 613 shares 613 $73.7K 0.06% -67 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,123 shares; 2025Q1: 2,605 shares; 2025Q2: 3,313 shares; 2025Q3: 3,380 shares; 2025Q4: 3,740 shares; 2026Q1: 3,497 shares 3,497 $73.3K 0.06% -243 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,858 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $71.6K 0.06% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 819 shares; 2025Q1: 484 shares; 2025Q2: 482 shares; 2025Q3: 551 shares; 2025Q4: 482 shares; 2026Q1: 921 shares 921 $71.5K 0.06% +439 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 158 shares; 2025Q2: 191 shares; 2025Q3: 205 shares; 2025Q4: 286 shares; 2026Q1: 292 shares 292 $70.7K 0.06% +6 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 931 shares; 2025Q3: 915 shares; 2025Q4: 903 shares; 2026Q1: 893 shares 893 $70.6K 0.06% -10 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 641 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $69.1K 0.06% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 524 shares; 2025Q2: 508 shares; 2025Q3: 533 shares; 2025Q4: 508 shares; 2026Q1: 577 shares 577 $68.5K 0.06% +69 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 451 shares; 2025Q2: 452 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $68.2K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 1,151 shares; 2025Q2: 1,141 shares; 2025Q3: 1,122 shares; 2025Q4: 1,077 shares; 2026Q1: 1,396 shares 1,396 $68.1K 0.06% +319 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 205 shares; 2025Q4: 196 shares; 2026Q1: 235 shares 235 $66.6K 0.06% +39 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 818 shares; 2025Q2: 825 shares; 2025Q3: 814 shares; 2025Q4: 782 shares; 2026Q1: 825 shares 825 $65.7K 0.06% +43 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 846 shares; 2025Q1: 979 shares; 2025Q2: 978 shares; 2025Q3: 977 shares; 2025Q4: 1,706 shares; 2026Q1: 1,699 shares 1,699 $64.9K 0.06% -7 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,147 shares; 2025Q1: 1,387 shares; 2025Q2: 1,419 shares; 2025Q3: 1,398 shares; 2025Q4: 1,357 shares; 2026Q1: 1,600 shares 1,600 $63.2K 0.06% +243 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 90 shares; 2025Q2: 133 shares; 2025Q3: 93 shares; 2025Q4: 80 shares; 2026Q1: 126 shares 126 $62.9K 0.06% +46 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 256 shares; 2025Q4: 513 shares; 2026Q1: 451 shares 451 $60K 0.05% -62 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 733 shares; 2025Q1: 655 shares; 2025Q2: 653 shares; 2025Q3: 654 shares; 2025Q4: 652 shares; 2026Q1: 620 shares 620 $59.8K 0.05% -32 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,508 shares; 2025Q1: 3,629 shares; 2025Q2: 5,262 shares; 2025Q3: 3,852 shares; 2025Q4: 3,812 shares; 2026Q1: 2,403 shares 2,403 $59.5K 0.05% -1,409 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 70 shares; 2025Q2: 142 shares; 2025Q3: 70 shares; 2025Q4: 168 shares; 2026Q1: 190 shares 190 $59.1K 0.05% +22 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 229 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 593 shares; 2026Q1: 615 shares 615 $58.9K 0.05% +22 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 523 shares; 2025Q3: 1,443 shares; 2025Q4: 1,767 shares; 2026Q1: 1,786 shares 1,786 $58.8K 0.05% +19 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 56 shares; 2025Q3: 43 shares; 2025Q4: 33 shares; 2026Q1: 170 shares 170 $57.5K 0.05% +137 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $57.4K 0.05% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 196 shares; 2026Q1: 146 shares 146 $57.2K 0.05% -50 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 783 shares; 2026Q1: 777 shares 777 $56.9K 0.05% -6 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 102 shares; 2025Q2: 101 shares; 2025Q3: 114 shares; 2025Q4: 369 shares; 2026Q1: 428 shares 428 $56.1K 0.05% +59 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 481 shares; 2025Q4: 950 shares; 2026Q1: 953 shares 953 $55K 0.05% +3 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 289 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 908 shares; 2026Q1: 887 shares 887 $54.8K 0.05% -21 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 261 shares; 2025Q2: 259 shares; 2025Q3: 291 shares; 2025Q4: 1,993 shares; 2026Q1: 1,951 shares 1,951 $54.8K 0.05% -42 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 262 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 568 shares; 2026Q1: 574 shares 574 $54.5K 0.05% +6 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 1,225 shares; 2025Q3: 1,327 shares; 2025Q4: 1,487 shares; 2026Q1: 1,496 shares 1,496 $54.2K 0.05% +9 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 432 shares; 2025Q1: 396 shares; 2025Q2: 395 shares; 2025Q3: 394 shares; 2025Q4: 609 shares; 2026Q1: 599 shares 599 $54.1K 0.05% -10 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,630 shares; 2025Q2: 1,623 shares; 2025Q3: 1,494 shares; 2025Q4: 1,657 shares; 2026Q1: 1,063 shares 1,063 $53.5K 0.05% -594 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 292 shares; 2025Q1: 513 shares; 2025Q2: 510 shares; 2025Q3: 508 shares; 2025Q4: 1,081 shares; 2026Q1: 1,075 shares 1,075 $52.7K 0.05% -6 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 227 shares; 2025Q2: 226 shares; 2025Q3: 247 shares; 2025Q4: 893 shares; 2026Q1: 878 shares 878 $52.7K 0.05% -15 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,870 shares; 2025Q1: 9,652 shares; 2025Q2: 11,035 shares; 2025Q3: 10,222 shares; 2025Q4: 9,903 shares; 2026Q1: 1,959 shares 1,959 $52.4K 0.05% -7,944 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 22 shares; 2025Q3: 20 shares; 2025Q4: 480 shares; 2026Q1: 579 shares 579 $52.2K 0.05% +99 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 215 shares; 2025Q2: 214 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $52K 0.05% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 66 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $51K 0.04% 0 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 459 shares; 2025Q3: 453 shares; 2025Q4: 440 shares; 2026Q1: 1,380 shares 1,380 $50.6K 0.04% +940 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 182 shares 182 $50K 0.04% +100 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,603 shares; 2025Q1: 5,606 shares; 2025Q2: 4,225 shares; 2025Q3: 4,390 shares; 2025Q4: 4,744 shares; 2026Q1: 941 shares 941 $49.6K 0.04% -3,803 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,286 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,908 shares; 2025Q4: 1,906 shares; 2026Q1: 1,890 shares 1,890 $49.5K 0.04% -16 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: 632 shares; 2025Q2: 614 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 763 shares 763 $47.9K 0.04% +241 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 64 shares; 2025Q2: 56 shares; 2025Q3: 103 shares; 2025Q4: 876 shares; 2026Q1: 908 shares 908 $47.2K 0.04% +32 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 85 shares; 2025Q4: 657 shares; 2026Q1: 649 shares 649 $47.2K 0.04% -8 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 669 shares; 2025Q1: 688 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 538 shares; 2026Q1: 1,124 shares 1,124 $46.7K 0.04% +586 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 245 shares; 2025Q2: 271 shares; 2025Q3: 296 shares; 2025Q4: 243 shares; 2026Q1: 317 shares 317 $45.8K 0.04% +74 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 143 shares; 2025Q3: 141 shares; 2025Q4: 589 shares; 2026Q1: 603 shares 603 $45.4K 0.04% +14 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 114 shares; 2025Q2: 175 shares; 2025Q3: 108 shares; 2025Q4: 98 shares; 2026Q1: 137 shares 137 $45.1K 0.04% +39 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 138 shares 138 $45.1K 0.04% -1 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,719 shares; 2025Q1: 1,938 shares; 2025Q2: 2,327 shares; 2025Q3: 1,640 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $45K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 96 shares; 2025Q2: 92 shares; 2025Q3: 118 shares; 2025Q4: 442 shares; 2026Q1: 460 shares 460 $44.9K 0.04% +18 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,569 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $44.9K 0.04% 0 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $44.4K 0.04% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $43.4K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $43.3K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 246 shares; 2026Q1: 249 shares 249 $43K 0.04% +3 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $42.8K 0.04% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 2,154 shares; 2026Q1: 2,127 shares 2,127 $42.6K 0.04% -27 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,190 shares; 2025Q1: 7,902 shares; 2025Q2: 7,967 shares; 2025Q3: 7,410 shares; 2025Q4: 7,210 shares; 2026Q1: 1,468 shares 1,468 $42.2K 0.04% -5,742 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 420 shares; 2026Q1: 594 shares 594 $42.1K 0.04% +174 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 544 shares; 2025Q2: 521 shares; 2025Q3: 519 shares; 2025Q4: 2,611 shares; 2026Q1: 2,671 shares 2,671 $41.8K 0.04% +60 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares 1,349 $41.5K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 172 shares; 2025Q2: 171 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 249 shares 249 $41K 0.04% +83 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 48 shares; 2026Q1: 47 shares 47 $41K 0.04% -1 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 982 shares 982 $40.3K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 102 shares; 2025Q4: 734 shares; 2026Q1: 864 shares 864 $40.1K 0.04% +130 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 191 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $40K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 47 shares 47 $39.9K 0.03% +19 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 233 shares; 2025Q2: 234 shares; 2025Q3: 205 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $39.8K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,441 shares; 2026Q1: 3,416 shares 3,416 $39.4K 0.03% -25 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 823 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,151 shares; 2025Q4: 1,132 shares; 2026Q1: 1,106 shares 1,106 $39.2K 0.03% -26 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 714 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $38.8K 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 766 shares; 2026Q1: 765 shares 765 $38.8K 0.03% -1 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,830 shares; 2025Q1: 16,096 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 824 shares; 2026Q1: 824 shares 824 $38.7K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 109 shares; 2025Q2: 100 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 62 shares 62 $38.2K 0.03% -2 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 861 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 1,486 shares; 2026Q1: 1,459 shares 1,459 $38.1K 0.03% -27 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 299 shares 299 $38K 0.03% -4 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 259 shares; 2025Q3: 216 shares; 2025Q4: 218 shares; 2026Q1: 219 shares 219 $38K 0.03% +1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,443 shares; 2025Q1: 34 shares; 2025Q2: 33 shares; 2025Q3: 37 shares; 2025Q4: 843 shares; 2026Q1: 824 shares 824 $37.9K 0.03% -19 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares 1,222 $37.5K 0.03% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 783 shares; 2026Q1: 777 shares 777 $37.3K 0.03% -6 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 304 shares; 2025Q2: 303 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $36.5K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $36.5K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 306 shares; 2025Q2: 348 shares; 2025Q3: 139 shares; 2025Q4: 125 shares; 2026Q1: 133 shares 133 $36.1K 0.03% +8 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,219 shares; 2025Q1: 573 shares; 2025Q2: 399 shares; 2025Q3: 417 shares; 2025Q4: 636 shares; 2026Q1: 533 shares 533 $36K 0.03% -103 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 321 shares 321 $36K 0.03% +175 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 467 shares; 2026Q1: 463 shares 463 $35.9K 0.03% -4 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $35.6K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 433 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $35.1K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 344 shares; 2025Q1: 350 shares; 2025Q2: 337 shares; 2025Q3: 355 shares; 2025Q4: 317 shares; 2026Q1: 272 shares 272 $35K 0.03% -45 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 161 shares; 2025Q2: 463 shares; 2025Q3: 161 shares; 2025Q4: 379 shares; 2026Q1: 376 shares 376 $34.9K 0.03% -3 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 439 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $34.4K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 556 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 460 shares; 2025Q4: 459 shares; 2026Q1: 457 shares 457 $34.3K 0.03% -2 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,594 shares 1,594 $33.1K 0.03% +190 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 139 shares 139 $33.1K 0.03% +35 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 365 shares; 2025Q1: 371 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 367 shares; 2026Q1: 362 shares 362 $32.4K 0.03% -5 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C 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: 641 shares; 2025Q4: 590 shares; 2026Q1: 567 shares 567 $31.9K 0.03% -23 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 600 shares 600 $31.8K 0.03% +200 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 146 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 143 shares; 2026Q1: 128 shares 128 $31.7K 0.03% -15 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 630 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $31.7K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 162 shares; 2025Q3: 102 shares; 2025Q4: 99 shares; 2026Q1: 158 shares 158 $31.3K 0.03% +59 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $31.3K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 149 shares 149 $31.3K 0.03% -3 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,632 shares; 2025Q2: 2,696 shares; 2025Q3: 2,761 shares; 2025Q4: 2,854 shares; 2026Q1: 2,929 shares 2,929 $31.3K 0.03% +75 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 38 shares; 2025Q2: 34 shares; 2025Q3: 52 shares; 2025Q4: 274 shares; 2026Q1: 294 shares 294 $31.1K 0.03% +20 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,328 shares; 2025Q1: 13,572 shares; 2025Q2: 600 shares; 2025Q3: 602 shares; 2025Q4: 604 shares; 2026Q1: 605 shares 605 $31K 0.03% +1 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 346 shares; 2026Q1: 342 shares 342 $30.8K 0.03% -4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 132 shares; 2026Q1: 210 shares 210 $30.7K 0.03% +78 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445 shares; 2026Q1: 441 shares 441 $30.6K 0.03% -4 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 349 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $30.2K 0.03% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $30.2K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 205 shares; 2026Q1: 203 shares 203 $29.7K 0.03% -2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $29.3K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 230 shares; 2026Q1: 252 shares 252 $29.2K 0.03% +22 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 783 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $29K 0.03% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 451 shares; 2025Q1: 740 shares; 2025Q2: 751 shares; 2025Q3: 534 shares; 2025Q4: 672 shares; 2026Q1: 550 shares 550 $28.6K 0.03% -122 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,229 shares; 2025Q1: 417 shares; 2025Q2: 491 shares; 2025Q3: 552 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $28.4K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 260 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 737 shares; 2026Q1: 762 shares 762 $28.4K 0.02% +25 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 60 shares; 2025Q2: 53 shares; 2025Q3: 43 shares; 2025Q4: 59 shares; 2026Q1: 147 shares 147 $28.3K 0.02% +88 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 172 shares; 2025Q2: 373 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $28.2K 0.02% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $28K 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 132 shares; 2025Q2: 131 shares; 2025Q3: 130 shares; 2025Q4: 441 shares; 2026Q1: 434 shares 434 $27.9K 0.02% -7 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 514 shares; 2025Q2: 531 shares; 2025Q3: 541 shares; 2025Q4: 567 shares; 2026Q1: 544 shares 544 $27.8K 0.02% -23 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 651 shares; 2026Q1: 645 shares 645 $27.4K 0.02% -6 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 99 shares; 2025Q4: 347 shares; 2026Q1: 338 shares 338 $27.4K 0.02% -9 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD 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: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $27K 0.02% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP 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: 272 shares; 2026Q1: 268 shares 268 $27K 0.02% -4 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $26.7K 0.02% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: 667 shares 667 $26.6K 0.02% -6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 63 shares 63 $26.6K 0.02% +33 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,034 shares; 2025Q1: 1,948 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,230 shares 1,230 $26.5K 0.02% -72 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 430 shares; 2025Q3: 547 shares; 2025Q4: 611 shares; 2026Q1: 578 shares 578 $26.5K 0.02% -33 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 650 shares; 2026Q1: 608 shares 608 $26.5K 0.02% -42 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 354 shares; 2025Q1: 372 shares; 2025Q2: 361 shares; 2025Q3: 340 shares; 2025Q4: 381 shares; 2026Q1: 398 shares 398 $26.5K 0.02% +17 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 291 shares; 2025Q3: 349 shares; 2025Q4: 288 shares; 2026Q1: 642 shares 642 $26.4K 0.02% +354 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,560 shares; 2025Q1: 479 shares; 2025Q2: 474 shares; 2025Q3: 134 shares; 2025Q4: 498 shares; 2026Q1: 560 shares 560 $26.3K 0.02% +62 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $25.6K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 97 shares; 2025Q2: 91 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 163 shares 163 $25.6K 0.02% +73 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 227 shares; 2025Q1: 278 shares; 2025Q2: 333 shares; 2025Q3: 335 shares; 2025Q4: 373 shares; 2026Q1: 289 shares 289 $25.6K 0.02% -84 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 260 shares; 2025Q1: 281 shares; 2025Q2: 313 shares; 2025Q3: 215 shares; 2025Q4: 313 shares; 2026Q1: 272 shares 272 $24.9K 0.02% -41 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $24.8K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 198 shares; 2025Q2: 125 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 101 shares 101 $24.6K 0.02% -30 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335 shares 335 $24.5K 0.02% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $24.5K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 159 shares; 2025Q2: 450 shares; 2025Q3: 523 shares; 2025Q4: 449 shares; 2026Q1: 448 shares 448 $24.3K 0.02% -1 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $24.2K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $24K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $23.5K 0.02% 0 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 105 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 477 shares 477 $23.2K 0.02% +457 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 170 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 797 shares 797 $23.1K 0.02% +770 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 16 shares; 2025Q2: 58 shares; 2025Q3: 14 shares; 2025Q4: 28 shares; 2026Q1: 47 shares 47 $23.1K 0.02% +19 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 60 shares; 2025Q2: 395 shares; 2025Q3: 394 shares; 2025Q4: 393 shares; 2026Q1: 377 shares 377 $23.1K 0.02% -16 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $23K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 294 shares; 2025Q1: 252 shares; 2025Q2: 271 shares; 2025Q3: 252 shares; 2025Q4: 395 shares; 2026Q1: 232 shares 232 $22.7K 0.02% -163 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $22.7K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.7K 0.02% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $22.4K 0.02% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares 439 $22.3K 0.02% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 332 shares; 2025Q1: 315 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 254 shares 254 $22.1K 0.02% -38 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 106 shares 106 $22K 0.02% +77 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST 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: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares 1,058 $22K 0.02% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP 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: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares 1,217 $21.9K 0.02% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 412 shares; 2026Q1: 408 shares 408 $21.8K 0.02% -4 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 113 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 444 shares 444 $21.7K 0.02% +408 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 71 shares; 2025Q2: 73 shares; 2025Q3: 74 shares; 2025Q4: 66 shares; 2026Q1: 116 shares 116 $21.7K 0.02% +50 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 928 shares; 2025Q1: 414 shares; 2025Q2: 168 shares; 2025Q3: 178 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $21.1K 0.02% 0 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 583 shares; 2025Q4: 598 shares; 2026Q1: 580 shares 580 $21.1K 0.02% -18 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 53 shares; 2025Q4: 61 shares; 2026Q1: 66 shares 66 $21.1K 0.02% +5 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 101 shares 101 $21.1K 0.02% +70 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 593 shares; 2026Q1: 587 shares 587 $21K 0.02% -6 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 379 shares; 2025Q1: 543 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 435 shares; 2026Q1: 230 shares 230 $20.8K 0.02% -205 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 18 shares; 2025Q4: 15 shares; 2026Q1: 261 shares 261 $20.7K 0.02% +246 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $20.7K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 54 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 212 shares 212 $20.6K 0.02% +138 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625 shares; 2025Q1: 562 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 442 shares; 2026Q1: 413 shares 413 $20.6K 0.02% -29 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 66 shares 66 $20.6K 0.02% +9 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 203 shares; 2025Q2: 204 shares; 2025Q3: 220 shares; 2025Q4: 209 shares; 2026Q1: 214 shares 214 $20.5K 0.02% +5 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares 410 $20.5K 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 89 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $20.5K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,055 shares; 2025Q1: 344 shares; 2025Q2: 670 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 355 shares 355 $20.5K 0.02% +11 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: 257 shares; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 258 shares 258 $20.3K 0.02% -5 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $20.2K 0.02% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST 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: 650 shares 650 $20.2K 0.02% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,154 shares; 2025Q1: 1,063 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,058 shares 1,058 $20K 0.02% -34 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 56 shares 56 $20K 0.02% -22 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 89 shares; 2025Q2: 186 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 87 shares 87 $20K 0.02% -2 Timeline SPLS PIMCO ETF TR More: the full row for PIMCO ETF TR 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: 424 shares 424 $20K 0.02% new Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 492 shares; 2025Q3: 505 shares; 2025Q4: 520 shares; 2026Q1: 505 shares 505 $19.9K 0.02% -15 Timeline ONEH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 824 shares 824 $19.9K 0.02% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 419 shares; 2025Q1: 940 shares; 2025Q2: 208 shares; 2025Q3: 146 shares; 2025Q4: 231 shares; 2026Q1: 401 shares 401 $19.9K 0.02% +170 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 169 shares; 2025Q1: 1,630 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 773 shares 773 $19.8K 0.02% -26 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 532 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 420 shares 420 $19.8K 0.02% -51 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 107 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 174 shares 174 $19.6K 0.02% +75 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 133 shares 133 $18.8K 0.02% -4 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $18.7K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 234 shares; 2025Q1: 437 shares; 2025Q2: 435 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $18.6K 0.02% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18.6K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 2 shares; 2025Q2: 12 shares; 2025Q3: 2 shares; 2025Q4: 23 shares; 2026Q1: 193 shares 193 $18.5K 0.02% +170 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 248 shares; 2025Q2: 241 shares; 2025Q3: 279 shares; 2025Q4: 239 shares; 2026Q1: 262 shares 262 $18.5K 0.02% +23 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,356 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 304 shares; 2025Q4: 456 shares; 2026Q1: 437 shares 437 $18.5K 0.02% -19 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares 245 $18.4K 0.02% new Timeline SPUC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 442 shares; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 415 shares 415 $18.3K 0.02% -13 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 84 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $18.3K 0.02% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 399 shares; 2025Q1: 359 shares; 2025Q2: 1,149 shares; 2025Q3: 1,146 shares; 2025Q4: 1,051 shares; 2026Q1: 1,048 shares 1,048 $18K 0.02% -3 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 1,077 shares; 2026Q1: 1,077 shares 1,077 $17.9K 0.02% 0 Timeline PAYH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST 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: 860 shares 860 $17.6K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $17.5K 0.02% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares 201 $17.4K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 50 shares 50 $17.1K 0.01% +25 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 930 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 542 shares 542 $16.3K 0.01% -27 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 162 shares; 2025Q4: 373 shares; 2026Q1: 350 shares 350 $16.2K 0.01% -23 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 90 shares 90 $16.2K 0.01% +54 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 214 shares; 2025Q2: 210 shares; 2025Q3: 207 shares; 2025Q4: 204 shares; 2026Q1: 222 shares 222 $15.8K 0.01% +18 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: not reported; 2026Q1: 521 shares 521 $15.7K 0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $15.6K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 52 shares; 2026Q1: 123 shares 123 $15.6K 0.01% +71 Timeline FLJJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 961 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 493 shares 493 $15.5K 0.01% new Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $15.3K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 136 shares; 2025Q2: 135 shares; 2025Q3: 134 shares; 2025Q4: 133 shares; 2026Q1: 130 shares 130 $15.3K 0.01% -3 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 149 shares; 2025Q3: 229 shares; 2025Q4: 390 shares; 2026Q1: 433 shares 433 $15.3K 0.01% +43 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP 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: 174 shares 174 $15.1K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $15.1K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 123 shares; 2025Q2: 117 shares; 2025Q3: 134 shares; 2025Q4: 112 shares; 2026Q1: 108 shares 108 $15K 0.01% -4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 165 shares; 2025Q2: 162 shares; 2025Q3: 159 shares; 2025Q4: 157 shares; 2026Q1: 154 shares 154 $15K 0.01% -3 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 123 shares; 2025Q3: 47 shares; 2025Q4: 45 shares; 2026Q1: 84 shares 84 $14.6K 0.01% +39 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $14.5K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 122 shares; 2025Q2: 179 shares; 2025Q3: 188 shares; 2025Q4: 179 shares; 2026Q1: 175 shares 175 $14.2K 0.01% -4 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $14.2K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $14.1K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 149 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $13.9K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 46 shares; 2025Q4: 41 shares; 2026Q1: 40 shares 40 $13.8K 0.01% -1 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: 167 shares; 2025Q2: 155 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 141 shares 141 $13.6K 0.01% +6 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO 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: 146 shares 146 $13.6K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $13.4K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 27 shares 27 $13.3K 0.01% -2 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 296 shares; 2025Q1: 240 shares; 2025Q2: 265 shares; 2025Q3: 264 shares; 2025Q4: 257 shares; 2026Q1: 239 shares 239 $13.2K 0.01% -18 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP 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: 52 shares; 2025Q4: 52 shares; 2026Q1: 71 shares 71 $13.1K 0.01% +19 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 79 shares; 2025Q4: 59 shares; 2026Q1: 55 shares 55 $13K 0.01% -4 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 53 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 65 shares 65 $12.9K 0.01% -2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12.8K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 33 shares; 2025Q4: 39 shares; 2026Q1: 76 shares 76 $12.8K 0.01% +37 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 40 shares; 2025Q4: 42 shares; 2026Q1: 66 shares 66 $12.8K 0.01% +24 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 409 shares; 2025Q1: 372 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 368 shares 368 $12.4K 0.01% -35 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 27 shares; 2025Q4: 23 shares; 2026Q1: 22 shares 22 $12.4K 0.01% -1 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $12.3K 0.01% 0 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $12.2K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 93 shares 93 $12.2K 0.01% +33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 118 shares; 2025Q3: 117 shares; 2025Q4: 116 shares; 2026Q1: 111 shares 111 $12.2K 0.01% -5 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 229 shares 229 $12.1K 0.01% +31 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares 61 $12K 0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 41 shares 41 $11.8K 0.01% +14 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127 shares; 2025Q1: 185 shares; 2025Q2: 184 shares; 2025Q3: 194 shares; 2025Q4: 161 shares; 2026Q1: 164 shares 164 $11.8K 0.01% +3 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 208 shares; 2025Q3: 94 shares; 2025Q4: 61 shares; 2026Q1: 47 shares 47 $11.8K 0.01% -14 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $11.8K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 78 shares 78 $11.7K 0.01% +30 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 116 shares 116 $11.7K 0.01% +75 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 298 shares 298 $11.6K 0.01% +282 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $11.6K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $11.5K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 248 shares 248 $11.4K 0.01% +153 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 36 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 46 shares 46 $11.2K 0.01% +12 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $11.1K 0.01% 0 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241 shares; 2025Q1: 222 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 219 shares 219 $11.1K 0.01% -28 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP 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: 190 shares; 2026Q1: 190 shares 190 $11.1K 0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP 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: 113 shares; 2025Q4: 313 shares; 2026Q1: 290 shares 290 $10.9K 0.01% -23 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 44 shares 44 $10.9K 0.01% +26 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 30 shares 30 $10.9K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 370 shares; 2025Q1: 362 shares; 2025Q2: 345 shares; 2025Q3: 189 shares; 2025Q4: 181 shares; 2026Q1: 117 shares 117 $10.9K 0.01% -64 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $10.9K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 140 shares; 2025Q2: 139 shares; 2025Q3: 180 shares; 2025Q4: 135 shares; 2026Q1: 128 shares 128 $10.8K 0.01% -7 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 227 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $10.8K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 139 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $10.7K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 9 shares; 2026Q1: 109 shares 109 $10.5K 0.01% +100 Timeline KBH KB HOME More: the full row for KB HOME 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: 200 shares; 2026Q1: 200 shares 200 $10.3K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP 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: 127 shares; 2026Q1: 109 shares 109 $10.3K 0.01% -18 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 373 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 301 shares 301 $10.2K 0.01% -39 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 49 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $10.2K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 456 shares 456 $10.2K 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 578 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $9.99K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 64 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $9.79K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 184 shares; 2025Q2: 182 shares; 2025Q3: 180 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $9.71K 0.01% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST 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: 164 shares 164 $9.69K 0.01% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $9.62K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 106 shares; 2026Q1: 104 shares 104 $9.46K 0.01% -2 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $9.46K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101 shares 101 $9.42K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $9.29K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $9.29K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 472 shares; 2025Q1: 207 shares; 2025Q2: 206 shares; 2025Q3: 247 shares; 2025Q4: 204 shares; 2026Q1: 315 shares 315 $9.04K 0.01% +111 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 20 shares; 2025Q4: not reported; 2026Q1: 15 shares 15 $8.89K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 340 shares 340 $8.8K 0.01% -9 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 16 shares; 2026Q1: 25 shares 25 $8.8K 0.01% +9 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS 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: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $8.78K 0.01% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A 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: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $8.73K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 20 shares 20 $8.72K 0.01% +18 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 618 shares; 2025Q4: 618 shares; 2026Q1: 318 shares 318 $8.71K 0.01% -300 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 52 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 173 shares 173 $8.66K 0.01% +150 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $8.49K 0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029 $8.47K 0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $8.4K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $8.32K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 170 shares; 2026Q1: 135 shares 135 $8.28K 0.01% -35 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,402 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 19 shares; 2025Q4: 117 shares; 2026Q1: 139 shares 139 $8.23K 0.01% +22 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 130 shares 130 $8.15K 0.01% -4 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $8.1K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 28 shares; 2025Q3: 15 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $8.01K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170 $8K 0.01% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR 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: 4 shares; 2025Q3: 236 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $7.95K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 233 shares; 2025Q2: 225 shares; 2025Q3: 224 shares; 2025Q4: 223 shares; 2026Q1: 150 shares 150 $7.92K 0.01% -73 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 82 shares 82 $7.92K 0.01% -15 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares 93 $7.92K 0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 261 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $7.75K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $7.65K 0.01% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 42 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 157 shares 157 $7.65K 0.01% +141 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $7.64K 0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR 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: 400 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $7.61K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 38 shares 38 $7.53K 0.01% -18 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO 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: 77 shares 77 $7.43K 0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 145 shares; 2025Q2: 178 shares; 2025Q3: 321 shares; 2025Q4: 357 shares; 2026Q1: 23 shares 23 $7.32K 0.01% -334 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $7.26K 0.01% 0 Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $7.23K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 53 shares; 2025Q3: 28 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $7.22K 0.01% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD 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: 428 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $7.02K 0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO 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: 89 shares; 2025Q4: 89 shares; 2026Q1: 81 shares 81 $6.94K 0.01% -8 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $6.85K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 21 shares; 2025Q3: 14 shares; 2025Q4: 70 shares; 2026Q1: 65 shares 65 $6.8K 0.01% -5 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 561 shares; 2025Q1: 458 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 452 shares; 2026Q1: 449 shares 449 $6.75K 0.01% -3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 42 shares; 2025Q4: 36 shares; 2026Q1: 35 shares 35 $6.64K 0.01% -1 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN 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: 104 shares 104 $6.52K 0.01% new Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $6.46K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $6.25K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 30 shares 30 $6.2K 0.01% +6 Timeline