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RKL Wealth Management LLC

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13F filer, CIK 1604723, LANCASTER, PA

RKL Wealth Management LLC reported $1,173,145,954 across 178 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 58.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001604723-25-000003

Period
2025-09-30
Reported value
$1.17B
Holdings
178
Top 10 weight
58.87%
New
7
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPMDadded+40,432$2.31M
SPSMadded+39,728$1.84M
VMBSadded+33,716$1.58M
GLDnew+3,412$1.21M
AEMnew+6,000$1.01M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-11,801-$7.9M
SCHXreduced-168,297-$4.43M
MSFTreduced-6,228-$3.23M
NVDAreduced-16,102-$3M
GOOGLreduced-9,028-$2.19M

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

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001604723-25-000003, largest first. % of portfolio is the value over $1,173,145,954, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,553 shares; 2024Q4: 381,870 shares; 2025Q1: 393,465 shares; 2025Q2: 391,609 shares; 2025Q3: 379,808 shares 379,808$254M21.67%-11,801Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077,926 shares; 2024Q4: 1,113,764 shares; 2025Q1: 1,151,203 shares; 2025Q2: 1,202,947 shares; 2025Q3: 1,188,224 shares 1,188,224$104M8.84%-14,723Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,093 shares; 2024Q4: 1,160,849 shares; 2025Q1: 1,242,930 shares; 2025Q2: 1,253,707 shares; 2025Q3: 1,241,548 shares 1,241,548$81M6.91%-12,159Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594,203 shares; 2024Q4: 4,119,584 shares; 2025Q1: 2,567,549 shares; 2025Q2: 2,336,816 shares; 2025Q3: 2,168,519 shares 2,168,519$57.1M4.87%-168,297Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,228 shares; 2024Q4: 388,358 shares; 2025Q1: 407,010 shares; 2025Q2: 416,197 shares; 2025Q3: 414,333 shares 414,333$49.2M4.2%-1,864Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,337 shares; 2024Q4: 204,818 shares; 2025Q1: 480,814 shares; 2025Q2: 554,543 shares; 2025Q3: 594,975 shares 594,975$34M2.9%+40,432Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,526 shares; 2024Q4: 127,972 shares; 2025Q1: 134,012 shares; 2025Q2: 131,585 shares; 2025Q3: 124,968 shares 124,968$31.8M2.71%-6,617Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,122 shares; 2024Q4: 318,482 shares; 2025Q1: 370,882 shares; 2025Q2: 451,073 shares; 2025Q3: 460,537 shares 460,537$27.6M2.36%+9,464Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,624 shares; 2024Q4: 59,926 shares; 2025Q1: 60,597 shares; 2025Q2: 58,144 shares; 2025Q3: 51,916 shares 51,916$26.9M2.29%-6,228Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,936 shares; 2024Q4: 308,309 shares; 2025Q1: 334,123 shares; 2025Q2: 384,796 shares; 2025Q3: 377,278 shares 377,278$24.9M2.12%-7,518Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 151,830 shares; 2025Q1: 411,535 shares; 2025Q2: 477,974 shares; 2025Q3: 517,702 shares 517,702$24M2.04%+39,728Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,939 shares; 2024Q4: 1,470,840 shares; 2025Q1: 900,465 shares; 2025Q2: 831,548 shares; 2025Q3: 761,764 shares 761,764$22.6M1.92%-69,784Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,454 shares; 2024Q4: 234,318 shares; 2025Q1: 235,057 shares; 2025Q2: 263,288 shares; 2025Q3: 265,337 shares 265,337$22.3M1.9%+2,049Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,180 shares; 2024Q4: 837,117 shares; 2025Q1: 798,253 shares; 2025Q2: 751,291 shares; 2025Q3: 697,063 shares 697,063$22.2M1.9%-54,228Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,506 shares; 2024Q4: 91,878 shares; 2025Q1: 91,144 shares; 2025Q2: 88,296 shares; 2025Q3: 79,268 shares 79,268$19.3M1.64%-9,028Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,915 shares; 2024Q4: 127,434 shares; 2025Q1: 122,909 shares; 2025Q2: 118,796 shares; 2025Q3: 102,694 shares 102,694$19.2M1.63%-16,102Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,009 shares; 2024Q4: 210,859 shares; 2025Q1: 208,996 shares; 2025Q2: 203,761 shares; 2025Q3: 201,359 shares 201,359$19.2M1.63%-2,402Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,149 shares; 2024Q4: 344,507 shares; 2025Q1: 353,531 shares; 2025Q2: 361,806 shares; 2025Q3: 395,522 shares 395,522$18.6M1.58%+33,716Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,175 shares; 2024Q4: 1,017,671 shares; 2025Q1: 656,074 shares; 2025Q2: 594,508 shares; 2025Q3: 539,057 shares 539,057$15M1.28%-55,451Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,301 shares; 2024Q4: 825,170 shares; 2025Q1: 816,291 shares; 2025Q2: 687,946 shares; 2025Q3: 644,996 shares 644,996$15M1.28%-42,950Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 75,485 shares; 2025Q1: 75,319 shares; 2025Q2: 74,906 shares; 2025Q3: 65,201 shares 65,201$14.3M1.22%-9,705Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 16,303 shares; 2025Q1: 16,077 shares; 2025Q2: 15,497 shares; 2025Q3: 13,486 shares 13,486$12.5M1.06%-2,011Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,004 shares; 2024Q4: 19,589 shares; 2025Q1: 19,229 shares; 2025Q2: 18,715 shares; 2025Q3: 16,091 shares 16,091$9.15M0.78%-2,624Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,814 shares; 2024Q4: 82,872 shares; 2025Q1: 79,712 shares; 2025Q2: 78,396 shares; 2025Q3: 79,491 shares 79,491$8.77M0.75%+1,095Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,512 shares; 2024Q4: 24,183 shares; 2025Q1: 25,456 shares; 2025Q2: 25,473 shares; 2025Q3: 24,310 shares 24,310$7.67M0.65%-1,163Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,936 shares; 2024Q4: 78,314 shares; 2025Q1: 67,937 shares; 2025Q2: 65,460 shares; 2025Q3: 56,196 shares 56,196$6.78M0.58%-9,264Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,144 shares; 2024Q4: 48,122 shares; 2025Q1: 51,146 shares; 2025Q2: 64,855 shares; 2025Q3: 66,088 shares 66,088$6.63M0.56%+1,233Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,866 shares; 2024Q4: 28,043 shares; 2025Q1: 27,475 shares; 2025Q2: 22,326 shares; 2025Q3: 20,661 shares 20,661$6.07M0.52%-1,665Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 15,013 shares; 2025Q1: 14,870 shares; 2025Q2: 14,273 shares; 2025Q3: 12,205 shares 12,205$5.92M0.5%-2,068Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,216 shares; 2025Q1: 7,126 shares; 2025Q2: 6,900 shares; 2025Q3: 6,174 shares 6,174$5.89M0.5%-726Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,598 shares; 2025Q1: 8,837 shares; 2025Q2: 7,898 shares; 2025Q3: 7,682 shares 7,682$5.12M0.44%-216Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,705 shares; 2024Q4: 31,025 shares; 2025Q1: 27,680 shares; 2025Q2: 27,808 shares; 2025Q3: 27,326 shares 27,326$5.07M0.43%-482Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,967 shares; 2025Q1: 8,096 shares; 2025Q2: 8,391 shares; 2025Q3: 7,609 shares 7,609$4.66M0.4%-782Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,785 shares; 2024Q4: 290,237 shares; 2025Q1: 259,626 shares; 2025Q2: 151,391 shares; 2025Q3: 135,922 shares 135,922$4.54M0.39%-15,469Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,470 shares; 2024Q4: 83,710 shares; 2025Q1: 83,335 shares; 2025Q2: 83,955 shares; 2025Q3: 79,503 shares 79,503$4.41M0.38%-4,452Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 9,943 shares; 2025Q1: 10,749 shares; 2025Q2: 10,771 shares; 2025Q3: 9,832 shares 9,832$4.37M0.37%-939Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,582 shares; 2024Q4: 28,536 shares; 2025Q1: 29,084 shares; 2025Q2: 27,992 shares; 2025Q3: 25,546 shares 25,546$4.36M0.37%-2,446Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,172 shares; 2024Q4: 34,465 shares; 2025Q1: 29,264 shares; 2025Q2: 29,423 shares; 2025Q3: 27,960 shares 27,960$4.34M0.37%-1,463Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,616 shares; 2024Q4: 24,804 shares; 2025Q1: 25,366 shares; 2025Q2: 25,869 shares; 2025Q3: 25,253 shares 25,253$4.23M0.36%-616Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,541 shares; 2025Q1: 8,589 shares; 2025Q2: 8,463 shares; 2025Q3: 8,325 shares 8,325$4.19M0.36%-138Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,038 shares; 2024Q4: 189,019 shares; 2025Q1: 169,813 shares; 2025Q2: 147,609 shares; 2025Q3: 139,206 shares 139,206$4.05M0.35%-8,403Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 8,402 shares; 2025Q1: 8,521 shares; 2025Q2: 8,159 shares; 2025Q3: 7,908 shares 7,908$3.88M0.33%-251Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 13,821 shares; 2025Q1: 14,031 shares; 2025Q2: 14,028 shares; 2025Q3: 13,647 shares 13,647$3.85M0.33%-381Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 15,655 shares; 2025Q1: 15,991 shares; 2025Q2: 16,243 shares; 2025Q3: 16,420 shares 16,420$3.8M0.32%+177Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,708 shares; 2024Q4: 23,117 shares; 2025Q1: 19,783 shares; 2025Q2: 19,024 shares; 2025Q3: 17,861 shares 17,861$3.69M0.31%-1,163Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,079 shares; 2025Q1: 5,751 shares; 2025Q2: 5,681 shares; 2025Q3: 4,873 shares 4,873$3.58M0.31%-808Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,262 shares; 2024Q4: 29,412 shares; 2025Q1: 35,943 shares; 2025Q2: 36,258 shares; 2025Q3: 33,725 shares 33,725$3.52M0.3%-2,533Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 18,361 shares; 2025Q1: 18,139 shares; 2025Q2: 17,079 shares; 2025Q3: 14,886 shares 14,886$3.52M0.3%-2,193Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,385 shares; 2025Q1: 9,422 shares; 2025Q2: 9,013 shares; 2025Q3: 7,936 shares 7,936$3.35M0.29%-1,077Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 48,450 shares; 2025Q1: 49,396 shares; 2025Q2: 55,245 shares; 2025Q3: 55,389 shares 55,389$3.32M0.28%+144Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 20,473 shares; 2025Q1: 20,463 shares; 2025Q2: 19,691 shares; 2025Q3: 18,993 shares 18,993$3.2M0.27%-698Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,593 shares; 2025Q1: 11,568 shares; 2025Q2: 10,394 shares; 2025Q3: 10,013 shares 10,013$3.06M0.26%-381Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,382 shares; 2024Q4: 29,524 shares; 2025Q1: 29,250 shares; 2025Q2: 30,449 shares; 2025Q3: 28,797 shares 28,797$2.97M0.25%-1,652Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,241 shares; 2025Q1: 7,140 shares; 2025Q2: 6,911 shares; 2025Q3: 5,912 shares 5,912$2.95M0.25%-999Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,386 shares; 2024Q4: 17,836 shares; 2025Q1: 19,809 shares; 2025Q2: 19,676 shares; 2025Q3: 19,019 shares 19,019$2.92M0.25%-657Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 13,029 shares; 2025Q1: 11,962 shares; 2025Q2: 13,382 shares; 2025Q3: 12,004 shares 12,004$2.9M0.25%-1,378Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,841 shares; 2025Q1: 9,584 shares; 2025Q2: 10,146 shares; 2025Q3: 8,962 shares 8,962$2.72M0.23%-1,184Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,409 shares; 2025Q1: 7,512 shares; 2025Q2: 7,689 shares; 2025Q3: 7,667 shares 7,667$2.61M0.22%-22Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,046 shares; 2024Q4: 28,113 shares; 2025Q1: 22,069 shares; 2025Q2: 22,211 shares; 2025Q3: 21,434 shares 21,434$2.42M0.21%-777Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 51,437 shares; 2025Q1: 36,523 shares; 2025Q2: 36,481 shares; 2025Q3: 36,489 shares 36,489$2.41M0.21%+8Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,752 shares; 2025Q1: 5,860 shares; 2025Q2: 5,968 shares; 2025Q3: 5,903 shares 5,903$2.39M0.2%-65Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 20,921 shares; 2025Q1: 21,285 shares; 2025Q2: 21,137 shares; 2025Q3: 21,235 shares 21,235$2.38M0.2%+98Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,538 shares; 2025Q1: 14,308 shares; 2025Q2: 14,428 shares; 2025Q3: 14,428 shares 14,428$2.34M0.2%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,165 shares; 2025Q1: 4,701 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares 4,755$2.23M0.19%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,481 shares; 2025Q3: 4,384 shares 4,384$2.09M0.18%-97Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,505 shares; 2024Q4: 64,116 shares; 2025Q1: 45,939 shares; 2025Q2: 17,748 shares; 2025Q3: 17,463 shares 17,463$2.09M0.18%-285Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,234 shares; 2024Q4: 117,362 shares; 2025Q1: 98,290 shares; 2025Q2: 43,426 shares; 2025Q3: 41,654 shares 41,654$2.02M0.17%-1,772Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 13,343 shares; 2025Q1: 13,878 shares; 2025Q2: 14,250 shares; 2025Q3: 14,310 shares 14,310$2.01M0.17%+60Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,726 shares; 2025Q1: 2,812 shares; 2025Q2: 2,782 shares; 2025Q3: 2,608 shares 2,608$1.99M0.17%-174Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,288 shares; 2025Q1: 7,487 shares; 2025Q2: 7,747 shares; 2025Q3: 7,533 shares 7,533$1.96M0.17%-214Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,999 shares; 2025Q1: 7,834 shares; 2025Q2: 7,338 shares; 2025Q3: 5,841 shares 5,841$1.71M0.15%-1,497Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 8,710 shares; 2025Q1: 8,270 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares 8,270$1.68M0.14%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,357 shares; 2024Q4: 162,680 shares; 2025Q1: 145,266 shares; 2025Q2: 65,563 shares; 2025Q3: 64,737 shares 64,737$1.66M0.14%-826Timeline
MPBMID PENN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,230 shares; 2024Q4: 55,230 shares; 2025Q1: 55,230 shares; 2025Q2: 55,230 shares; 2025Q3: 55,230 shares 55,230$1.58M0.13%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 13,019 shares; 2025Q3: 13,150 shares 13,150$1.51M0.13%+131Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares 778$1.49M0.13%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,067 shares; 2025Q1: 4,301 shares; 2025Q2: 4,078 shares; 2025Q3: 4,378 shares 4,378$1.44M0.12%+300Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 6,877 shares; 2025Q1: 6,891 shares; 2025Q2: 6,958 shares; 2025Q3: 7,007 shares 7,007$1.31M0.11%+49Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,985 shares; 2025Q1: 15,985 shares; 2025Q2: 15,985 shares; 2025Q3: 14,400 shares 14,400$1.28M0.11%-1,585Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,166 shares; 2025Q1: 5,218 shares; 2025Q2: 5,005 shares; 2025Q3: 5,106 shares 5,106$1.24M0.11%+101Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 26,788 shares; 2025Q1: 21,474 shares; 2025Q2: 21,527 shares; 2025Q3: 21,575 shares 21,575$1.24M0.11%+48Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,361 shares; 2024Q4: 10,361 shares; 2025Q1: 13,291 shares; 2025Q2: 14,004 shares; 2025Q3: 14,551 shares 14,551$1.22M0.1%+547Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares 3,412$1.21M0.1%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,466 shares; 2025Q1: 2,459 shares; 2025Q2: 2,421 shares; 2025Q3: 2,422 shares 2,422$1.16M0.1%+1Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 13,064 shares; 2025Q1: 13,615 shares; 2025Q2: 14,746 shares; 2025Q3: 15,810 shares 15,810$1.15M0.1%+1,064Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 9,653 shares; 2025Q1: 9,388 shares; 2025Q2: 8,738 shares; 2025Q3: 6,663 shares 6,663$1.13M0.1%-2,075Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,972 shares; 2024Q4: 57,164 shares; 2025Q1: 56,606 shares; 2025Q2: 49,193 shares; 2025Q3: 57,500 shares 57,500$1.07M0.09%+8,307Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 14,300 shares; 2025Q1: 14,834 shares; 2025Q2: 15,992 shares; 2025Q3: 16,641 shares 16,641$1.05M0.09%+649Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,083 shares; 2025Q1: 7,515 shares; 2025Q2: 12,377 shares; 2025Q3: 12,354 shares 12,354$1.02M0.09%-23Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares 6,000$1.01M0.09%newTimeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,184 shares; 2024Q4: 15,216 shares; 2025Q1: 15,224 shares; 2025Q2: 10,470 shares; 2025Q3: 10,481 shares 10,481$1M0.09%+11Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 21,030 shares; 2025Q1: 19,896 shares; 2025Q2: 14,406 shares; 2025Q3: 10,341 shares 10,341$998K0.09%-4,065Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 7,584 shares; 2025Q1: 15,043 shares; 2025Q2: 14,952 shares; 2025Q3: 15,046 shares 15,046$998K0.09%+94Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 16,052 shares; 2025Q1: 15,230 shares; 2025Q2: 14,947 shares; 2025Q3: 13,990 shares 13,990$976K0.08%-957Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,348 shares; 2024Q4: 33,568 shares; 2025Q1: 34,349 shares; 2025Q2: 34,331 shares; 2025Q3: 33,805 shares 33,805$955K0.08%-526Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 37,539 shares; 2025Q1: 39,907 shares; 2025Q2: 34,594 shares; 2025Q3: 27,509 shares 27,509$932K0.08%-7,085Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,818 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares 2,819$928K0.08%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,618 shares; 2024Q4: 13,722 shares; 2025Q1: 13,457 shares; 2025Q2: 14,337 shares; 2025Q3: 12,628 shares 12,628$928K0.08%-1,709Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,559 shares; 2025Q1: 4,572 shares; 2025Q2: 4,585 shares; 2025Q3: 4,598 shares 4,598$909K0.08%+13Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,496 shares; 2025Q1: 7,544 shares; 2025Q2: 9,714 shares; 2025Q3: 9,714 shares 9,714$907K0.08%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 13,490 shares; 2025Q1: 16,041 shares; 2025Q2: 16,119 shares; 2025Q3: 16,193 shares 16,193$896K0.08%+74Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 3,526 shares; 2025Q1: 3,273 shares; 2025Q2: 2,803 shares; 2025Q3: 2,541 shares 2,541$877K0.07%-262Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares 4,128$829K0.07%0Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 42,636 shares; 2025Q1: 44,903 shares; 2025Q2: 37,769 shares; 2025Q3: 27,553 shares 27,553$796K0.07%-10,216Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,492 shares; 2025Q3: 2,757 shares 2,757$775K0.07%+265Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 7,669 shares; 2025Q1: 7,675 shares; 2025Q2: 7,057 shares; 2025Q3: 7,063 shares 7,063$770K0.07%+6Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,689 shares; 2025Q1: 5,539 shares; 2025Q2: 3,989 shares; 2025Q3: 3,989 shares 3,989$728K0.06%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares; 2025Q3: 5,270 shares 5,270$714K0.06%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,243 shares; 2025Q1: 24,928 shares; 2025Q2: 24,928 shares; 2025Q3: 24,928 shares 24,928$706K0.06%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,217 shares; 2024Q4: 109,897 shares; 2025Q1: 93,052 shares; 2025Q2: 30,037 shares; 2025Q3: 29,779 shares 29,779$699K0.06%-258Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 5,722 shares; 2025Q1: 5,430 shares; 2025Q2: 5,386 shares; 2025Q3: 4,950 shares 4,950$692K0.06%-436Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,796 shares; 2025Q1: 1,801 shares; 2025Q2: 1,805 shares; 2025Q3: 1,810 shares 1,810$686K0.06%+5Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,072 shares; 2025Q1: 8,185 shares; 2025Q2: 8,019 shares; 2025Q3: 7,978 shares 7,978$669K0.06%-41Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,565 shares; 2024Q4: 19,913 shares; 2025Q1: 19,921 shares; 2025Q2: 18,452 shares; 2025Q3: 16,980 shares 16,980$631K0.05%-1,472Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares 5,452$624K0.05%0Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,930 shares 1,930$623K0.05%+1Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 707 shares; 2025Q3: 768 shares 768$611K0.05%+61Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,651 shares; 2025Q1: 4,541 shares; 2025Q2: 4,520 shares; 2025Q3: 4,524 shares 4,524$593K0.05%+4Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,320 shares; 2025Q1: 1,205 shares; 2025Q2: 1,131 shares; 2025Q3: 1,186 shares 1,186$542K0.05%+55Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,820 shares 1,820$542K0.05%-95Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,189 shares; 2025Q2: 2,049 shares; 2025Q3: 1,569 shares 1,569$536K0.05%-480Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,314 shares; 2025Q1: 5,330 shares; 2025Q2: 5,345 shares; 2025Q3: 5,364 shares 5,364$525K0.04%+19Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,698 shares; 2025Q1: 2,490 shares; 2025Q2: 2,704 shares; 2025Q3: 3,054 shares 3,054$511K0.04%+350Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,773 shares; 2025Q1: 3,783 shares; 2025Q2: 3,761 shares; 2025Q3: 3,815 shares 3,815$511K0.04%+54Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,714 shares; 2025Q1: 3,724 shares; 2025Q2: 3,733 shares; 2025Q3: 3,419 shares 3,419$498K0.04%-314Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,595 shares; 2025Q1: 1,529 shares; 2025Q2: 1,508 shares; 2025Q3: 990 shares 990$494K0.04%-518Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,303 shares; 2025Q1: 15,304 shares; 2025Q2: 15,138 shares; 2025Q3: 13,581 shares 13,581$482K0.04%-1,557Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 12,904 shares; 2025Q1: 12,907 shares; 2025Q2: 12,705 shares; 2025Q3: 10,438 shares 10,438$477K0.04%-2,267Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 5,156 shares; 2025Q1: 6,777 shares; 2025Q2: 6,804 shares; 2025Q3: 6,755 shares 6,755$462K0.04%-49Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,787 shares 1,787$454K0.04%+1Timeline
ACNBACNB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 10,098 shares; 2025Q1: 10,098 shares; 2025Q2: 10,098 shares; 2025Q3: 10,098 shares 10,098$445K0.04%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 7,217 shares; 2025Q1: 2,783 shares; 2025Q2: 2,881 shares; 2025Q3: 2,092 shares 2,092$440K0.04%-789Timeline
YORWYORK WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,412 shares; 2025Q2: 14,427 shares; 2025Q3: 14,469 shares 14,469$440K0.04%+42Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,698 shares; 2025Q1: 1,754 shares; 2025Q2: 1,488 shares; 2025Q3: 1,736 shares 1,736$436K0.04%+248Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,575 shares; 2024Q4: 96,308 shares; 2025Q1: 70,004 shares; 2025Q2: 22,453 shares; 2025Q3: 17,230 shares 17,230$433K0.04%-5,223Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,487 shares; 2025Q3: 3,488 shares 3,488$432K0.04%+1Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 7,553 shares; 2025Q3: 9,690 shares 9,690$431K0.04%+2,137Timeline
FRAFFRANKLIN FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 9,166 shares; 2025Q1: 9,180 shares; 2025Q2: 9,195 shares; 2025Q3: 9,207 shares 9,207$424K0.04%+12Timeline
ORRFORRSTOWN FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 12,342 shares; 2025Q1: 12,305 shares; 2025Q2: 12,392 shares; 2025Q3: 12,461 shares 12,461$423K0.04%+69Timeline
FLXSFLEXSTEEL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 9,112 shares; 2025Q2: 9,112 shares; 2025Q3: 9,112 shares 9,112$422K0.04%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,178 shares; 2025Q3: 2,091 shares 2,091$415K0.04%-2,087Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,381 shares; 2024Q4: 34,724 shares; 2025Q1: 35,229 shares; 2025Q2: 35,081 shares; 2025Q3: 33,974 shares 33,974$406K0.03%-1,107Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,194 shares; 2024Q4: 21,534 shares; 2025Q1: 14,888 shares; 2025Q2: 14,684 shares; 2025Q3: 14,684 shares 14,684$374K0.03%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 2,205 shares; 2025Q1: 1,070 shares; 2025Q2: 3,459 shares; 2025Q3: 1,116 shares 1,116$366K0.03%-2,343Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 13,106 shares; 2025Q1: 14,141 shares; 2025Q2: 13,193 shares; 2025Q3: 13,238 shares 13,238$361K0.03%+45Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 6,102 shares; 2025Q1: 7,189 shares; 2025Q2: 6,971 shares; 2025Q3: 6,952 shares 6,952$359K0.03%-19Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares 2,263$351K0.03%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 380 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares 379$349K0.03%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,286 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares 2,274$329K0.03%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares 1,091$328K0.03%0Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,188 shares; 2025Q1: 7,524 shares; 2025Q2: 7,530 shares; 2025Q3: 7,083 shares 7,083$325K0.03%-447Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 5,840 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 4,801 shares 4,801$319K0.03%-665Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares 2,170$316K0.03%+1Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares 3,800$312K0.03%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares 1,042$310K0.03%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,769 shares; 2025Q2: 1,940 shares; 2025Q3: 1,943 shares 1,943$309K0.03%+3Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,024 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares 7,083$306K0.03%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,182 shares; 2025Q1: 2,460 shares; 2025Q2: 2,456 shares; 2025Q3: 2,457 shares 2,457$305K0.03%+1Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares 4,453$305K0.03%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares 2,906$295K0.03%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,711 shares 6,711$284K0.02%newTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares 6,288$281K0.02%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 830 shares 830$276K0.02%+70Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,654 shares; 2025Q1: 5,730 shares; 2025Q2: 5,815 shares; 2025Q3: 5,901 shares 5,901$275K0.02%+86Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,317 shares 1,317$270K0.02%-91Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 6,043 shares; 2025Q1: 6,448 shares; 2025Q2: 6,425 shares; 2025Q3: 6,084 shares 6,084$267K0.02%-341Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 214 shares 214$257K0.02%-78Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,634 shares; 2025Q3: 4,589 shares 4,589$249K0.02%-45Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 367 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 327 shares 327$244K0.02%+22Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,715 shares; 2025Q1: 1,716 shares; 2025Q2: 1,717 shares; 2025Q3: 926 shares 926$241K0.02%-791Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares 1,383$224K0.02%newTimeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 953 shares; 2025Q1: 956 shares; 2025Q2: 943 shares; 2025Q3: 768 shares 768$217K0.02%-175Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares 2,741$208K0.02%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 736 shares 736$208K0.02%-64Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares 2,131$206K0.02%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares 1,054$203K0.02%newTimeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,176 shares 1,176$200K0.02%newTimeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000$188K0.02%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VOOGVANGUARD ADMIRAL FDS INC2,150$853Kshares
ACNACCENTURE PLC IRELAND811$242Kshares
VTVVANGUARD INDEX FDS1,229$217Kshares
VLTOVERALTO CORP2,026$205Kshares
VOTVANGUARD INDEX FDS717$204Kshares

How Q3 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001604723-25-000003 base2025-11-12acceptance time not in the bulk data set