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Rossby Financial, LCC

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13F filer, CIK 2056510, MELBOURNE, FL

Rossby Financial, LCC reported $489,431,751 across 2,271 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 22.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056510-26-000002

Period
2026-03-31
Reported value
$489M
Holdings
2,271
Top 10 weight
22.43%
New
505
Sold out
46

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+10,087$6.61M
SCHGadded+185,473$5.45M
VOOadded+8,971$5.4M
QUALadded+25,066$4.83M
FNDBnew+168,076$4.58M

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
FRDMreduced-41,581-$2.32M
GRNBreduced-49,103-$1.17M
SUSCreduced-38,041-$877K
MTZreduced-2,577-$860K
JOEreduced-10,800-$695K

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002056510-26-000002, largest first. % of portfolio is the value over $478,676,294, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares 3,115$114K0.02%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 458 shares; 2025Q3: 506 shares; 2025Q4: 717 shares; 2026Q1: 1,070 shares 1,070$114K0.02%+353Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,012 shares; 2025Q4: 3,016 shares; 2026Q1: 3,063 shares 3,063$114K0.02%+47Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly 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: 74 shares; 2025Q4: 134 shares; 2026Q1: 5,391 shares 5,391$114K0.02%+5,257Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly 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: 25 shares; 2026Q1: 674 shares 674$114K0.02%+649Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,239 shares; 2025Q1: 1,779 shares; 2025Q2: 1,835 shares; 2025Q3: 1,640 shares; 2025Q4: 1,221 shares; 2026Q1: 1,256 shares 1,256$114K0.02%+35Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 274 shares; 2025Q3: 273 shares; 2025Q4: 321 shares; 2026Q1: 376 shares 376$113K0.02%+55Timeline
BAPRABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 1,168 shares; 2025Q4: 206 shares; 2026Q1: 1,700 shares 1,700$113K0.02%+1,494Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,084 shares; 2025Q2: 2,005 shares; 2025Q3: 2,065 shares; 2025Q4: 2,103 shares; 2026Q1: 2,325 shares 2,325$112K0.02%+222Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,267 shares; 2025Q1: 2,606 shares; 2025Q2: 1,016 shares; 2025Q3: 1,218 shares; 2025Q4: 1,258 shares; 2026Q1: 1,550 shares 1,550$111K0.02%+292Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,371 shares 3,371$110K0.02%newTimeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly 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: 2,450 shares 2,450$110K0.02%newTimeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 777 shares; 2025Q4: 775 shares; 2026Q1: 847 shares 847$109K0.02%+72Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 676 shares; 2025Q3: 950 shares; 2025Q4: 1,119 shares; 2026Q1: 1,513 shares 1,513$109K0.02%+394Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,237 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,213 shares; 2026Q1: 4,213 shares 4,213$109K0.02%0Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly 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: 1,401 shares; 2026Q1: 3,040 shares 3,040$109K0.02%+1,639Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 637 shares 637$108K0.02%+601Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares 3,664$107K0.02%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 1,886 shares; 2026Q1: 2,319 shares 2,319$107K0.02%+433Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,171 shares; 2025Q1: 810 shares; 2025Q2: 628 shares; 2025Q3: 597 shares; 2025Q4: 387 shares; 2026Q1: 2,106 shares 2,106$106K0.02%+1,719Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 2,079 shares 2,079$106K0.02%+2,074Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 383 shares; 2025Q4: 358 shares; 2026Q1: 1,518 shares 1,518$105K0.02%+1,160Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 564 shares 564$105K0.02%+556Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 794 shares; 2025Q3: 868 shares; 2025Q4: 725 shares; 2026Q1: 723 shares 723$104K0.02%-2Timeline
HAFNIA LTD SHSHAFNIA LTD SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 55,700 shares; 2025Q2: 68,700 shares; 2025Q3: 43,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500$103K0.02%0
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: 877 shares; 2025Q3: 861 shares; 2025Q4: 873 shares; 2026Q1: 884 shares 884$103K0.02%+11Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,914 shares; 2025Q2: 2,953 shares; 2025Q3: 1,920 shares; 2025Q4: 1,100 shares; 2026Q1: 873 shares 873$102K0.02%-227Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 239 shares; 2025Q3: 263 shares; 2025Q4: 256 shares; 2026Q1: 228 shares 228$102K0.02%-28Timeline
XUDVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594$101K0.02%newTimeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 909 shares; 2025Q3: 969 shares; 2025Q4: 977 shares; 2026Q1: 1,083 shares 1,083$101K0.02%+106Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 231 shares; 2026Q1: 4,167 shares 4,167$98.8K0.02%+3,936Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,252 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,277 shares 2,277$98.5K0.02%+25Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 180 shares; 2025Q3: 56 shares; 2025Q4: 64 shares; 2026Q1: 126 shares 126$97.9K0.02%+62Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 907 shares; 2025Q3: 910 shares; 2025Q4: 163 shares; 2026Q1: 206 shares 206$97.8K0.02%+43Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 14 shares; 2025Q4: 760 shares; 2026Q1: 868 shares 868$97.8K0.02%+108Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,337 shares 1,337$97.7K0.02%newTimeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 180 shares; 2026Q1: 5,492 shares 5,492$97.4K0.02%+5,312Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 844 shares; 2025Q2: 896 shares; 2025Q3: 921 shares; 2025Q4: 265 shares; 2026Q1: 1,702 shares 1,702$96.9K0.02%+1,437Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080 shares 1,080$96.8K0.02%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37,304 shares; 2025Q2: 19,630 shares; 2025Q3: 1,884 shares; 2025Q4: 1,559 shares; 2026Q1: 871 shares 871$95.9K0.02%-688Timeline
FEOERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875$95.8K0.02%newTimeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 5,360 shares; 2025Q3: 1,618 shares; 2025Q4: 1,022 shares; 2026Q1: 1,416 shares 1,416$95.7K0.02%+394Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 1,128 shares; 2025Q3: 1,147 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640$95.7K0.02%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 331 shares; 2026Q1: 460 shares 460$95.4K0.02%+129Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 848 shares; 2025Q2: 568 shares; 2025Q3: 525 shares; 2025Q4: 549 shares; 2026Q1: 554 shares 554$95.3K0.02%+5Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 904 shares; 2025Q1: 593 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 257 shares; 2026Q1: 394 shares 394$95.1K0.02%+137Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 1,726 shares; 2025Q3: 1,732 shares; 2025Q4: 1,869 shares; 2026Q1: 1,920 shares 1,920$94.3K0.02%+51Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares 1,299$94K0.02%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,852 shares 1,852$93.8K0.02%newTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 770 shares; 2025Q2: 762 shares; 2025Q3: 619 shares; 2025Q4: 387 shares; 2026Q1: 220 shares 220$93.7K0.02%-167Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 3,092 shares; 2025Q4: 764 shares; 2026Q1: 2,294 shares 2,294$92.7K0.02%+1,530Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,949 shares 4,949$92.6K0.02%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 280 shares; 2025Q3: 282 shares; 2025Q4: 287 shares; 2026Q1: 351 shares 351$92.4K0.02%+64Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 22 shares 22$92.1K0.02%+1Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: 1,792 shares; 2025Q3: 1,737 shares; 2025Q4: 1,888 shares; 2026Q1: 1,958 shares 1,958$91.8K0.02%+70Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 37 shares; 2025Q3: 52 shares; 2025Q4: 70 shares; 2026Q1: 95 shares 95$91.1K0.02%+25Timeline
CLIPGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 905 shares 905$90.6K0.02%+809Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 194 shares; 2025Q3: 329 shares; 2025Q4: 467 shares; 2026Q1: 679 shares 679$90.5K0.02%+212Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly 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: 37 shares; 2025Q4: 45 shares; 2026Q1: 1,319 shares 1,319$89.6K0.02%+1,274Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 904 shares; 2025Q3: 1,564 shares; 2025Q4: 1,718 shares; 2026Q1: 2,301 shares 2,301$89.5K0.02%+583Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 942 shares 942$89.5K0.02%+738Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,754 shares; 2025Q2: 1,755 shares; 2025Q3: 1,792 shares; 2025Q4: 793 shares; 2026Q1: 1,998 shares 1,998$89.2K0.02%+1,205Timeline
GMABGENMAB A/SQuarterly 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: 3,304 shares; 2026Q1: 3,266 shares 3,266$88.9K0.02%-38Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 211 shares; 2025Q4: 244 shares; 2026Q1: 432 shares 432$88.7K0.02%+188Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 399 shares; 2025Q3: 452 shares; 2025Q4: 737 shares; 2026Q1: 851 shares 851$88.5K0.02%+114Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,086 shares; 2026Q1: 2,061 shares 2,061$88.1K0.02%-25Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares; 2025Q3: 4,398 shares; 2025Q4: 771 shares; 2026Q1: 5,148 shares 5,148$87.9K0.02%+4,377Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares 1,268$87.3K0.02%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 603 shares 603$87K0.02%+576Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 445 shares; 2025Q3: 481 shares; 2025Q4: 666 shares; 2026Q1: 887 shares 887$86.8K0.02%+221Timeline
ALOYREALLOYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares 9,500$86.5K0.02%newTimeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: 1,827 shares 1,827$86.5K0.02%+638Timeline
CRPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,400 shares 7,400$86.4K0.02%newTimeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 239 shares; 2026Q1: 4,184 shares 4,184$86.3K0.02%+3,945Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 663 shares; 2025Q3: 498 shares; 2025Q4: 198 shares; 2026Q1: 203 shares 203$85.9K0.02%+5Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 580 shares; 2025Q2: 589 shares; 2025Q3: 599 shares; 2025Q4: 1,928 shares; 2026Q1: 2,111 shares 2,111$85.8K0.02%+183Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479 shares 479$85.6K0.02%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 914 shares; 2025Q3: 1,161 shares; 2025Q4: 935 shares; 2026Q1: 882 shares 882$85.5K0.02%-53Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,775 shares 5,775$85.5K0.02%newTimeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,608 shares; 2025Q1: 1,525 shares; 2025Q2: 1,491 shares; 2025Q3: 1,451 shares; 2025Q4: 651 shares; 2026Q1: 335 shares 335$84K0.02%-316Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$84K0.02%newTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,553 shares; 2026Q1: 1,563 shares 1,563$83.9K0.02%+10Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 324 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 563 shares 563$83.4K0.02%+246Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 143 shares; 2025Q3: 113 shares; 2025Q4: 123 shares; 2026Q1: 563 shares 563$82.9K0.02%+440Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 272 shares; 2025Q4: 243 shares; 2026Q1: 351 shares 351$82.8K0.02%+108Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 112 shares; 2026Q1: 415 shares 415$82.5K0.02%+303Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 48 shares 48$82.5K0.02%+42Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,668 shares; 2025Q2: 1,670 shares; 2025Q3: 2,250 shares; 2025Q4: 2,284 shares; 2026Q1: 2,700 shares 2,700$81.8K0.02%+416Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,738 shares; 2025Q2: 3,432 shares; 2025Q3: 3,352 shares; 2025Q4: 3,386 shares; 2026Q1: 3,290 shares 3,290$81.6K0.02%-96Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,591 shares 1,591$81.5K0.02%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 491 shares; 2025Q3: 470 shares; 2025Q4: 728 shares; 2026Q1: 777 shares 777$80.1K0.02%+49Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 233 shares; 2025Q4: 219 shares; 2026Q1: 365 shares 365$80K0.02%+146Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 227 shares 227$79.6K0.02%+204Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 87 shares; 2025Q3: 148 shares; 2025Q4: 163 shares; 2026Q1: 183 shares 183$79.4K0.02%+20Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 48 shares; 2026Q1: 997 shares 997$79.4K0.02%+949Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 329 shares 329$79.4K0.02%+269Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 705 shares; 2025Q3: 690 shares; 2025Q4: 1,553 shares; 2026Q1: 1,692 shares 1,692$79.4K0.02%+139Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 1,084 shares; 2025Q3: 1,149 shares; 2025Q4: 1,227 shares; 2026Q1: 1,234 shares 1,234$79.3K0.02%+7Timeline
SEIQSEI EXCHANGE TRADED FUNDSQuarterly 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: 2,173 shares 2,173$79.3K0.02%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 574 shares; 2025Q1: 1,576 shares; 2025Q2: 1,681 shares; 2025Q3: 1,535 shares; 2025Q4: 331 shares; 2026Q1: 401 shares 401$79K0.02%+70Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 147 shares; 2025Q4: 86 shares; 2026Q1: 1,632 shares 1,632$78.5K0.02%+1,546Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,968 shares; 2026Q1: 1,466 shares 1,466$78.4K0.02%-502Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 90 shares; 2026Q1: 113 shares 113$78.3K0.02%+23Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 111 shares; 2026Q1: 2,990 shares 2,990$78.2K0.02%+2,879Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 84 shares; 2025Q4: 156 shares; 2026Q1: 262 shares 262$78.2K0.02%+106Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 1,257 shares; 2025Q4: 1,181 shares; 2026Q1: 1,389 shares 1,389$77K0.02%+208Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly 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 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 60 shares 60$76.4K0.02%+57Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 410 shares; 2026Q1: 753 shares 753$76.1K0.02%+343Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 919 shares; 2025Q4: 917 shares; 2026Q1: 1,598 shares 1,598$75.8K0.02%+681Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 185 shares; 2026Q1: 755 shares 755$75.3K0.02%+570Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 60 shares; 2025Q3: 70 shares; 2025Q4: 72 shares; 2026Q1: 68 shares 68$75.3K0.02%-4Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 385 shares; 2026Q1: 870 shares 870$75.2K0.02%+485Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 191 shares 191$75K0.02%+139Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 152 shares; 2025Q4: 156 shares; 2026Q1: 332 shares 332$74.7K0.02%+176Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 511 shares 511$74K0.02%+357Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 908 shares; 2026Q1: 1,164 shares 1,164$74K0.02%+256Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 1,475 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,450 shares 1,450$73.9K0.02%+15Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 284 shares 284$73.7K0.02%+117Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 32 shares; 2026Q1: 860 shares 860$73.7K0.02%+828Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 355 shares 355$73.6K0.02%+342Timeline
SBIOALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,480 shares; 2026Q1: 1,380 shares 1,380$72.9K0.02%-3,100Timeline
HYXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 701 shares; 2026Q1: 1,571 shares 1,571$72.6K0.02%+870Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905$72.2K0.02%newTimeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 270 shares 270$72.2K0.02%+266Timeline
RGLORUSSELL INVTS EXCHANGE TRADEQuarterly 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: 1,339 shares; 2025Q4: 3,803 shares; 2026Q1: 2,464 shares 2,464$72K0.02%-1,339Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 860 shares 860$71.9K0.02%+795Timeline
KBWPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares 607$71.7K0.01%0Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 64 shares 64$71.6K0.01%+59Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: 569 shares; 2025Q3: 755 shares; 2025Q4: 692 shares; 2026Q1: 952 shares 952$71.2K0.01%+260Timeline
NBISNEBIUS GROUP N.V.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: 698 shares 698$71.2K0.01%newTimeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,051 shares 1,051$71K0.01%+1Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 627 shares; 2026Q1: 979 shares 979$71K0.01%+352Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 140 shares; 2025Q3: 108 shares; 2025Q4: 111 shares; 2026Q1: 1,428 shares 1,428$70.7K0.01%+1,317Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares 955$70.1K0.01%newTimeline
SEIESEI EXCHANGE TRADED FUNDSQuarterly 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: 2,111 shares 2,111$70.1K0.01%newTimeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 137 shares; 2025Q3: 205 shares; 2025Q4: 228 shares; 2026Q1: 294 shares 294$69.9K0.01%+66Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,789 shares; 2025Q3: 1,721 shares; 2025Q4: 1,487 shares; 2026Q1: 1,825 shares 1,825$69.6K0.01%+338Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 486 shares; 2025Q3: 644 shares; 2025Q4: 361 shares; 2026Q1: 856 shares 856$69.5K0.01%+495Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 819 shares; 2026Q1: 1,119 shares 1,119$69.2K0.01%+300Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 462 shares; 2026Q1: 972 shares 972$69.2K0.01%+510Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 46 shares; 2026Q1: 237 shares 237$68.7K0.01%+191Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 30 shares; 2026Q1: 719 shares 719$68.7K0.01%+689Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 130 shares; 2025Q3: 280 shares; 2025Q4: 303 shares; 2026Q1: 447 shares 447$68.4K0.01%+144Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,987 shares; 2025Q1: 856 shares; 2025Q2: 1,099 shares; 2025Q3: 1,110 shares; 2025Q4: 1,002 shares; 2026Q1: 998 shares 998$68.4K0.01%-4Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 1,431 shares; 2026Q1: 1,462 shares 1,462$68.3K0.01%+31Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 948 shares 948$67.5K0.01%+894Timeline
XIDVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,846 shares 1,846$67.4K0.01%newTimeline
GROZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,650 shares; 2025Q3: 1,679 shares; 2025Q4: 2,429 shares; 2026Q1: 2,408 shares 2,408$67.3K0.01%-21Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 511 shares; 2025Q3: 327 shares; 2025Q4: 547 shares; 2026Q1: 480 shares 480$67.1K0.01%-67Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares 548$67K0.01%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 101 shares; 2025Q4: 127 shares; 2026Q1: 200 shares 200$66.7K0.01%+73Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,252 shares; 2025Q2: 3,252 shares; 2025Q3: 3,002 shares; 2025Q4: 3,057 shares; 2026Q1: 3,654 shares 3,654$66.7K0.01%+597Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,884 shares; 2025Q1: 1,822 shares; 2025Q2: 1,851 shares; 2025Q3: 1,969 shares; 2025Q4: 626 shares; 2026Q1: 362 shares 362$66.4K0.01%-264Timeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$66.3K0.01%newTimeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548$66K0.01%newTimeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 173 shares; 2025Q3: 167 shares; 2025Q4: 164 shares; 2026Q1: 177 shares 177$65.3K0.01%+13Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 189 shares; 2026Q1: 739 shares 739$65.1K0.01%+550Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 91 shares; 2025Q3: 105 shares; 2025Q4: 134 shares; 2026Q1: 482 shares 482$64.8K0.01%+348Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 87 shares 87$64.7K0.01%+16Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,548 shares 6,548$64.4K0.01%newTimeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 270 shares; 2025Q3: 210 shares; 2025Q4: 432 shares; 2026Q1: 532 shares 532$64.4K0.01%+100Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 74 shares; 2026Q1: 753 shares 753$64.3K0.01%+679Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 200 shares; 2025Q4: 222 shares; 2026Q1: 227 shares 227$64.1K0.01%+5Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 3,125 shares; 2025Q4: 260 shares; 2026Q1: 1,941 shares 1,941$64.1K0.01%+1,681Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 180 shares; 2025Q3: 175 shares; 2025Q4: 252 shares; 2026Q1: 801 shares 801$63.8K0.01%+549Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 73 shares; 2025Q3: 129 shares; 2025Q4: 163 shares; 2026Q1: 707 shares 707$63.7K0.01%+544Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 312 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 109 shares; 2026Q1: 1,721 shares 1,721$63.2K0.01%+1,612Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 907 shares; 2025Q4: 910 shares; 2026Q1: 912 shares 912$62.4K0.01%+2Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 215 shares; 2025Q4: 119 shares; 2026Q1: 1,380 shares 1,380$62.3K0.01%+1,261Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 237 shares; 2026Q1: 344 shares 344$62.1K0.01%+107Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 557 shares 557$62K0.01%+347Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 729 shares; 2026Q1: 752 shares 752$61.7K0.01%+23Timeline
YLDELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares 1,144$61.5K0.01%0Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 894 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 798 shares 798$61.2K0.01%+120Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 72 shares; 2025Q3: 83 shares; 2025Q4: 96 shares; 2026Q1: 474 shares 474$60.9K0.01%+378Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 137 shares; 2025Q3: 176 shares; 2025Q4: 261 shares; 2026Q1: 1,177 shares 1,177$60.8K0.01%+916Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 3,755 shares 3,755$60.7K0.01%+3,743Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 7,174 shares; 2025Q4: 5,248 shares; 2026Q1: 5,168 shares 5,168$60.4K0.01%-80Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,046 shares; 2025Q2: 1,906 shares; 2025Q3: 2,049 shares; 2025Q4: 2,079 shares; 2026Q1: 2,483 shares 2,483$60.4K0.01%+404Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 17 shares; 2025Q4: 18 shares; 2026Q1: 189 shares 189$59.9K0.01%+171Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 79 shares; 2026Q1: 771 shares 771$59.7K0.01%+692Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 48 shares; 2026Q1: 78 shares 78$59.6K0.01%+30Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465$59.4K0.01%0Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,513 shares 2,513$59.3K0.01%newTimeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 1,048 shares; 2026Q1: 1,454 shares 1,454$59K0.01%+406Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 579 shares; 2025Q3: 604 shares; 2025Q4: 703 shares; 2026Q1: 438 shares 438$59K0.01%-265Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 203 shares; 2026Q1: 348 shares 348$58.9K0.01%+145Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236$58.8K0.01%0Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,186 shares 3,186$58.6K0.01%newTimeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 370 shares; 2025Q4: 449 shares; 2026Q1: 965 shares 965$58.6K0.01%+516Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 542 shares; 2025Q4: 817 shares; 2026Q1: 3,033 shares 3,033$58.5K0.01%+2,216Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: 655 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 443 shares 443$58.3K0.01%-312Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,555 shares; 2025Q2: 1,536 shares; 2025Q3: 1,470 shares; 2025Q4: 652 shares; 2026Q1: 662 shares 662$58.3K0.01%+10Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 114 shares; 2025Q3: 129 shares; 2025Q4: 167 shares; 2026Q1: 283 shares 283$57K0.01%+116Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785$57K0.01%newTimeline
SRCE1ST SOURCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 806 shares 806$56.6K0.01%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,698 shares; 2025Q1: 1,543 shares; 2025Q2: 1,547 shares; 2025Q3: 2,066 shares; 2025Q4: 624 shares; 2026Q1: 492 shares 492$56.4K0.01%-132Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 85 shares; 2025Q3: 49 shares; 2025Q4: 63 shares; 2026Q1: 61 shares 61$56.2K0.01%-2Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 26 shares; 2025Q4: 55 shares; 2026Q1: 56 shares 56$55.8K0.01%+1Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,754 shares; 2025Q1: 2,647 shares; 2025Q2: 2,602 shares; 2025Q3: 2,816 shares; 2025Q4: 217 shares; 2026Q1: 998 shares 998$55.3K0.01%+781Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 287 shares; 2026Q1: 933 shares 933$55.3K0.01%+646Timeline
SMTKSMARTKEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,000 shares; 2025Q4: 227,000 shares; 2026Q1: 236,000 shares 236,000$55.2K0.01%+9,000Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 55 shares; 2026Q1: 202 shares 202$54.9K0.01%+147Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 393 shares 393$54.9K0.01%+55Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 287 shares 287$54.7K0.01%+230Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 812 shares; 2026Q1: 1,097 shares 1,097$54.7K0.01%+285Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 661 shares; 2026Q1: 727 shares 727$54.6K0.01%+66Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 1,474 shares 1,474$53.2K0.01%+640Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 103 shares; 2026Q1: 353 shares 353$52.9K0.01%+250Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 171 shares; 2026Q1: 726 shares 726$52K0.01%+555Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,050 shares; 2026Q1: 1,124 shares 1,124$51.9K0.01%+74Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 352 shares; 2025Q4: 379 shares; 2026Q1: 437 shares 437$51.9K0.01%+58Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843 shares 1,843$51.7K0.01%newTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,832 shares; 2025Q1: 581 shares; 2025Q2: 611 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 350 shares 350$51.3K0.01%-277Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: 406 shares; 2025Q3: 423 shares; 2025Q4: 119 shares; 2026Q1: 158 shares 158$50.8K0.01%+39Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 210 shares; 2026Q1: 253 shares 253$50.5K0.01%+43Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 2,347 shares; 2025Q4: 2,806 shares; 2026Q1: 2,803 shares 2,803$49.9K0.01%-3Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 232 shares 232$49.9K0.01%0Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 364 shares; 2025Q4: 288 shares; 2026Q1: 1,267 shares 1,267$49.8K0.01%+979Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 414 shares; 2026Q1: 898 shares 898$49.6K0.01%+484Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 148 shares; 2025Q3: 97 shares; 2025Q4: 110 shares; 2026Q1: 88 shares 88$49.3K0.01%-22Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 11 shares; 2026Q1: 545 shares 545$49.3K0.01%+534Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 243 shares 243$49.2K0.01%+74Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares 415$49.2K0.01%newTimeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 1,161 shares; 2025Q3: 1,047 shares; 2025Q4: 1,033 shares; 2026Q1: 1,024 shares 1,024$48.6K0.01%-9Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 2,023 shares; 2025Q3: 134 shares; 2025Q4: 174 shares; 2026Q1: 443 shares 443$48.6K0.01%+269Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242$48.5K0.01%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: 120 shares; 2025Q3: 187 shares; 2025Q4: 596 shares; 2026Q1: 694 shares 694$48.3K0.01%+98Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 508 shares; 2025Q4: 530 shares; 2026Q1: 671 shares 671$48.3K0.01%+141Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 1,384 shares 1,384$47.9K0.01%+1,324Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 118 shares 118$47.7K0.01%+84Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 726 shares; 2025Q2: 765 shares; 2025Q3: 820 shares; 2025Q4: 99 shares; 2026Q1: 120 shares 120$47.6K0.01%+21Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 304 shares; 2025Q3: 334 shares; 2025Q4: 286 shares; 2026Q1: 415 shares 415$47.5K0.01%+129Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 337 shares; 2025Q2: 348 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 1,298 shares 1,298$47.5K0.01%+433Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 765 shares; 2026Q1: 762 shares 762$47.4K0.01%-3Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375$47.3K0.01%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 112 shares; 2025Q4: 124 shares; 2026Q1: 143 shares 143$47K0.01%+19Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares 1,537$46.7K0.01%0Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 930 shares; 2026Q1: 1,001 shares 1,001$46.7K0.01%+71Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 21,600 shares; 2025Q4: 8,500 shares; 2026Q1: 2,000 shares 2,000$46.4K0.01%-6,500Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 253 shares 253$46.3K0.01%+209Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 159 shares; 2025Q4: 165 shares; 2026Q1: 185 shares 185$46.1K0.01%+20Timeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 616 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 820 shares 820$46.1K0.01%+340Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 826 shares; 2025Q4: 1,349 shares; 2026Q1: 1,356 shares 1,356$46K0.01%+7Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,894 shares 1,894$45.6K0.01%newTimeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,388 shares; 2025Q3: 5,654 shares; 2025Q4: 533 shares; 2026Q1: 768 shares 768$45.6K0.01%+235Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 499 shares 499$45.5K0.01%+494Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 951 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 1,293 shares; 2026Q1: 1,778 shares 1,778$45.4K0.01%+485Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$45.3K0.01%0Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares 989$45.1K0.01%newTimeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 133 shares 133$45K0.01%-7Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 391 shares; 2026Q1: 381 shares 381$45K0.01%-10Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 296 shares; 2025Q4: 353 shares; 2026Q1: 378 shares 378$44.9K0.01%+25Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272$44.8K0.01%0Timeline
AIVIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 815 shares 815$44.7K0.01%0Timeline
EVIMMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares 845$44.5K0.01%newTimeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: 996 shares; 2025Q3: 432 shares; 2025Q4: 535 shares; 2026Q1: 947 shares 947$44.3K0.01%+412Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 628 shares; 2026Q1: 677 shares 677$44.3K0.01%+49Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares 373$44.2K0.01%newTimeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 593 shares 593$44.1K0.01%+58Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 76 shares; 2026Q1: 227 shares 227$43.9K0.01%+151Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,277 shares; 2025Q3: 2,221 shares; 2025Q4: 642 shares; 2026Q1: 2,510 shares 2,510$43.6K0.01%+1,868Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,680 shares; 2025Q1: 2,581 shares; 2025Q2: 2,938 shares; 2025Q3: 3,188 shares; 2025Q4: 1,218 shares; 2026Q1: 977 shares 977$43.6K0.01%-241Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares 1,195$43.6K0.01%newTimeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: 462 shares; 2025Q3: 318 shares; 2025Q4: 421 shares; 2026Q1: 444 shares 444$43.5K0.01%+23Timeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares 798$43.5K0.01%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,179 shares; 2025Q3: 1,233 shares; 2025Q4: 751 shares; 2026Q1: 615 shares 615$43.5K0.01%-136Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 668 shares 668$43.5K0.01%+48Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,856 shares; 2026Q1: 1,805 shares 1,805$43.3K0.01%-51Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 67 shares; 2026Q1: 200 shares 200$43.3K0.01%+133Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 449 shares; 2025Q3: 478 shares; 2025Q4: 308 shares; 2026Q1: 911 shares 911$43.2K0.01%+603Timeline
EPUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520 shares 520$43K0.01%newTimeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 1,312 shares; 2025Q3: 538 shares; 2025Q4: 86 shares; 2026Q1: 119 shares 119$42.8K0.01%+33Timeline
AVMVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 108 shares; 2026Q1: 574 shares 574$42.6K0.01%+466Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 868 shares; 2025Q3: 903 shares; 2025Q4: 764 shares; 2026Q1: 948 shares 948$42.6K0.01%+184Timeline
CPTLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 307 shares; 2026Q1: 1,016 shares 1,016$42.5K0.01%+709Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462 shares 462$42.5K0.01%newTimeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 105 shares; 2025Q3: 113 shares; 2025Q4: 64 shares; 2026Q1: 505 shares 505$42.3K0.01%+441Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 176 shares; 2026Q1: 152 shares 152$42K0.01%-24Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 176 shares 176$41.9K0.01%+92Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 106 shares; 2025Q3: 70 shares; 2025Q4: 12 shares; 2026Q1: 125 shares 125$41.7K0.01%+113Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360$41.4K0.01%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,592 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 365 shares 365$41.4K0.01%+364Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly 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: 458 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336$41.2K0.01%0Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: 1,475 shares 1,475$41.2K0.01%+170Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 99 shares 99$41.1K0.01%+59Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614 shares; 2026Q1: 814 shares 814$41.1K0.01%+200Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 65 shares; 2026Q1: 201 shares 201$41.1K0.01%+136Timeline
BILTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,423 shares 1,423$41K0.01%+210Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 316 shares 316$40.6K0.01%+44Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 178 shares 178$40.5K0.01%+17Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,754 shares; 2025Q2: 5,079 shares; 2025Q3: 6,117 shares; 2025Q4: 1,824 shares; 2026Q1: 2,111 shares 2,111$40.3K0.01%+287Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 222 shares; 2026Q1: 1,113 shares 1,113$40.1K0.01%+891Timeline
RINTRUSSELL INVTS EXCHANGE TRADEQuarterly 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: 1,356 shares; 2026Q1: 1,356 shares 1,356$40.1K0.01%0Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 416 shares; 2025Q4: 486 shares; 2026Q1: 566 shares 566$39.9K0.01%+80Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 304 shares; 2026Q1: 504 shares 504$39.9K0.01%+200Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 335 shares; 2026Q1: 1,397 shares 1,397$39.9K0.01%+1,062Timeline
SELVSEI EXCHANGE TRADED FUNDSQuarterly 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: 1,228 shares 1,228$39.7K0.01%newTimeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 121 shares 121$39.7K0.01%+111Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 127 shares; 2025Q3: 120 shares; 2025Q4: 81 shares; 2026Q1: 238 shares 238$39.5K0.01%+157Timeline
ALPHA ARCHITECT TAIL RISK E…ALPHA ARCHITECT TAIL RISK ETFQuarterly 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: 55 shares; 2026Q1: 436 shares 436$39.5K0.01%+381
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 94 shares; 2025Q4: 108 shares; 2026Q1: 199 shares 199$39.4K0.01%+91Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 572 shares 572$39.3K0.01%+41Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 508 shares; 2025Q3: 1,028 shares; 2025Q4: 1,621 shares; 2026Q1: 1,674 shares 1,674$39.2K0.01%+53Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817$39.1K0.01%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 472 shares 472$38.8K0.01%+469Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 376 shares; 2026Q1: 1,057 shares 1,057$38.7K0.01%+681Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080 shares 1,080$38.7K0.01%newTimeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 302 shares; 2025Q3: 300 shares; 2025Q4: 301 shares; 2026Q1: 1,256 shares 1,256$38.5K0.01%+955Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 219 shares; 2026Q1: 161 shares 161$38.5K0.01%-58Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,649 shares; 2025Q1: 2,150 shares; 2025Q2: 2,001 shares; 2025Q3: 1,872 shares; 2025Q4: 375 shares; 2026Q1: 225 shares 225$38.5K0.01%-150Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 478 shares; 2025Q3: 543 shares; 2025Q4: 147 shares; 2026Q1: 154 shares 154$38.5K0.01%+7Timeline
PSLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356$38.5K0.01%0Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 350 shares; 2025Q4: 500 shares; 2026Q1: 800 shares 800$38.5K0.01%+300Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 328 shares; 2026Q1: 1,129 shares 1,129$38.4K0.01%+801Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 322 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 336 shares 336$38.2K0.01%+57Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,837 shares; 2026Q1: 1,711 shares 1,711$38.1K0.01%-126Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120$38.1K0.01%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 291 shares 291$38K0.01%+273Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426$37.9K0.01%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 523 shares; 2026Q1: 595 shares 595$37.6K0.01%+72Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 284 shares; 2025Q4: 307 shares; 2026Q1: 463 shares 463$37.4K0.01%+156Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 184 shares 184$37.4K0.01%+174Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 58 shares; 2025Q3: 128 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130$37.3K0.01%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281$37.2K0.01%newTimeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 227 shares; 2025Q2: 247 shares; 2025Q3: 263 shares; 2025Q4: 74 shares; 2026Q1: 317 shares 317$37.1K0.01%+243Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 101 shares 101$37.1K0.01%+96Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares 451$36.7K0.01%newTimeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 426 shares 426$36.4K0.01%+2Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 35 shares; 2025Q4: 57 shares; 2026Q1: 178 shares 178$36.2K0.01%+121Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 77 shares 77$36.2K0.01%+72Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372$36K0.01%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,419 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 579 shares; 2026Q1: 677 shares 677$35.7K0.01%+98Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 388 shares; 2025Q3: 392 shares; 2025Q4: 402 shares; 2026Q1: 439 shares 439$35.7K0.01%+37Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 100 shares 100$35.4K0.01%+76Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 734 shares; 2025Q3: 751 shares; 2025Q4: 1,090 shares; 2026Q1: 1,377 shares 1,377$35.4K0.01%+287Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 437 shares; 2025Q4: 458 shares; 2026Q1: 473 shares 473$34.8K0.01%+15Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 168 shares; 2025Q3: 225 shares; 2025Q4: 163 shares; 2026Q1: 405 shares 405$34.5K0.01%+242Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,460 shares; 2025Q2: 2,068 shares; 2025Q3: 2,249 shares; 2025Q4: 2,335 shares; 2026Q1: 2,974 shares 2,974$34.4K0.01%+639Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 520 shares; 2025Q2: 541 shares; 2025Q3: 538 shares; 2025Q4: 545 shares; 2026Q1: 549 shares 549$34.4K0.01%+4Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 716 shares 716$34.4K0.01%+646Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares 490$34.4K0.01%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 24 shares 24$34.3K0.01%+15Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,782 shares; 2025Q2: 1,812 shares; 2025Q3: 2,060 shares; 2025Q4: 1,989 shares; 2026Q1: 421 shares 421$34.1K0.01%-1,568Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 38 shares; 2026Q1: 730 shares 730$33.8K0.01%+692Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 702 shares 702$33.5K0.01%+484Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 28 shares; 2025Q4: 66 shares; 2026Q1: 242 shares 242$33.5K0.01%+176Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 394 shares; 2026Q1: 426 shares 426$33.4K0.01%+32Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 364 shares 364$33.3K0.01%+294Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 156 shares 156$33.1K0.01%+106Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares 602$33.1K0.01%newTimeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 2,277 shares 2,277$33K0.01%+1,277Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 23 shares; 2026Q1: 91 shares 91$32.9K0.01%+68Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares 624$32.8K0.01%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 204 shares; 2025Q4: 208 shares; 2026Q1: 581 shares 581$32.8K0.01%+373Timeline
ISCFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 478 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768$32.7K0.01%0Timeline
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,000 shares 3,000$32.6K0.01%+1,000Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 221 shares; 2026Q1: 208 shares 208$32.5K0.01%-13Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 414 shares 414$32.4K0.01%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 343 shares; 2026Q1: 536 shares 536$32.3K0.01%+193Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 117 shares; 2026Q1: 361 shares 361$32.3K0.01%+244Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 645 shares 645$32.2K0.01%+2Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 250 shares 250$32.1K0.01%+150Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,826 shares; 2025Q2: 1,837 shares; 2025Q3: 2,907 shares; 2025Q4: 652 shares; 2026Q1: 781 shares 781$31.8K0.01%+129Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 288 shares; 2026Q1: 1,255 shares 1,255$31.6K0.01%+967Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares 249$31.4K0.01%newTimeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 51 shares; 2026Q1: 158 shares 158$31.4K0.01%+107Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 1,841 shares; 2025Q3: 1,502 shares; 2025Q4: 360 shares; 2026Q1: 519 shares 519$31.3K0.01%+159Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 164 shares; 2025Q4: 194 shares; 2026Q1: 206 shares 206$31K0.01%+12Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 86 shares; 2025Q3: 128 shares; 2025Q4: 111 shares; 2026Q1: 248 shares 248$30.7K0.01%+137Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 427 shares; 2025Q3: 170 shares; 2025Q4: 185 shares; 2026Q1: 224 shares 224$30.6K0.01%+39Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 394 shares 394$30.5K0.01%+125Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 82 shares; 2025Q4: 99 shares; 2026Q1: 178 shares 178$30.5K0.01%+79Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 190 shares; 2025Q3: 211 shares; 2025Q4: 289 shares; 2026Q1: 416 shares 416$30.3K0.01%+127Timeline
SEISSEI EXCHANGE TRADED FUNDSQuarterly 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: 1,082 shares 1,082$30.2K0.01%newTimeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554 shares 554$29.7K0.01%newTimeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 303 shares; 2026Q1: 595 shares 595$29.7K0.01%+292Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 135 shares; 2025Q4: 230 shares; 2026Q1: 294 shares 294$29.7K0.01%+64Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares 1,126$29.6K0.01%newTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82$29.5K0.01%0Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,273 shares 1,273$29.4K0.01%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,604 shares; 2025Q4: 1,663 shares; 2026Q1: 1,791 shares 1,791$29.3K0.01%+128Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 253 shares 253$29.2K0.01%newTimeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 933 shares 933$29.1K0.01%+27Timeline
RDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 805 shares; 2025Q3: 809 shares; 2025Q4: 813 shares; 2026Q1: 816 shares 816$29K0.01%+3Timeline
OMABGRUPO AEROPORTUARIO DEL CENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 214 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252$29K0.01%0Timeline
EVUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 901 shares 901$28.9K0.01%newTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 1,121 shares 1,121$28.8K0.01%+1,058Timeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640$28.6K0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,018 shares; 2025Q1: 932 shares; 2025Q2: 849 shares; 2025Q3: 793 shares; 2025Q4: 131 shares; 2026Q1: 149 shares 149$28.6K0.01%+18Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,641 shares; 2026Q1: 1,504 shares 1,504$28.5K0.01%-137Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 80 shares; 2025Q3: 95 shares; 2025Q4: 123 shares; 2026Q1: 226 shares 226$28.3K0.01%+103Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares 1,438$28.2K0.01%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,795 shares; 2025Q2: 565 shares; 2025Q3: 658 shares; 2025Q4: 901 shares; 2026Q1: 1,063 shares 1,063$28K0.01%+162Timeline
FLMBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 851 shares; 2026Q1: 1,180 shares 1,180$27.9K0.01%+329Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 213 shares 213$27.7K0.01%+209Timeline
DDLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629$27.7K0.01%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 618 shares; 2025Q4: 623 shares; 2026Q1: 656 shares 656$27.6K0.01%+33Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283 shares 283$27.6K0.01%newTimeline
SEEMSEI EXCHANGE TRADED FUNDSQuarterly 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: 828 shares 828$27.4K0.01%newTimeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 969 shares 969$27.3K0.01%newTimeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 75 shares; 2025Q3: 88 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23$27.1K0.01%0
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 380 shares 380$26.9K0.01%+49Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 26 shares; 2025Q4: 59 shares; 2026Q1: 122 shares 122$26.8K0.01%+63Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 162 shares; 2026Q1: 287 shares 287$26.7K0.01%+125Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 424 shares 424$26.7K0.01%+385Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 254 shares; 2026Q1: 241 shares 241$26.7K0.01%-13Timeline
NWSNEWS CORP NEWQuarterly 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: 166 shares; 2025Q4: 216 shares; 2026Q1: 944 shares 944$26.6K0.01%+728Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,643 shares; 2025Q2: 2,511 shares; 2025Q3: 2,447 shares; 2025Q4: 1,460 shares; 2026Q1: 172 shares 172$26.5K0.01%-1,288Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 18 shares; 2025Q3: 44 shares; 2025Q4: 66 shares; 2026Q1: 86 shares 86$26.3K0.01%+20Timeline
XEMDBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares 598$26.2K0.01%newTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 109 shares; 2025Q3: 224 shares; 2025Q4: 230 shares; 2026Q1: 257 shares 257$26.2K0.01%+27Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 65 shares; 2025Q4: 92 shares; 2026Q1: 203 shares 203$26.2K0.01%+111Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 580 shares; 2025Q2: 160 shares; 2025Q3: 182 shares; 2025Q4: 242 shares; 2026Q1: 354 shares 354$26.1K0.01%+112Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares 204$26.1K0.01%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 411 shares 411$25.5K0.01%+271Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 845 shares; 2026Q1: 1,518 shares 1,518$25.4K0.01%+673Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares; 2025Q4: 560 shares; 2026Q1: 1,050 shares 1,050$25.3K0.01%+490Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 62 shares; 2025Q4: 80 shares; 2026Q1: 126 shares 126$25.2K0.01%+46Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 78 shares; 2025Q4: 93 shares; 2026Q1: 265 shares 265$25.1K0.01%+172Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 35 shares; 2025Q4: 76 shares; 2026Q1: 174 shares 174$25.1K0.01%+98Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 882 shares; 2025Q4: 963 shares; 2026Q1: 851 shares 851$24.9K0.01%-112Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 605 shares; 2026Q1: 851 shares 851$24.6K0.01%+246Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 463 shares 463$24.6K0.01%+307Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 103 shares; 2026Q1: 360 shares 360$24.6K0.01%+257Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,282 shares; 2025Q2: 42,890 shares; 2025Q3: 46,906 shares; 2025Q4: 2,672 shares; 2026Q1: 258 shares 258$24.5K0.01%-2,414Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 43 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 777 shares 777$24.3K0.01%+742Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 398 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377$24.3K0.01%0Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 117 shares 117$24.2K0.01%+55Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 394 shares; 2025Q3: 385 shares; 2025Q4: 216 shares; 2026Q1: 247 shares 247$24K0.01%+31Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 252 shares; 2026Q1: 492 shares 492$23.9K<0.01%+240Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 480 shares 480$23.9K<0.01%+395Timeline
NWSANEWS CORP NEWQuarterly 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: 175 shares; 2025Q4: 229 shares; 2026Q1: 964 shares 964$23.8K<0.01%+735Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 101 shares 101$23.7K<0.01%+1Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230$23.6K<0.01%newTimeline
EUHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450$23.6K<0.01%newTimeline
REMGRUSSELL INVTS EXCHANGE TRADEQuarterly 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: 750 shares; 2026Q1: 750 shares 750$23.4K<0.01%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 36 shares; 2025Q3: 47 shares; 2025Q4: 51 shares; 2026Q1: 62 shares 62$23.3K<0.01%+11Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares 73$23.3K<0.01%newTimeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 1,344 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares 1,364$23.2K<0.01%0Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: 782 shares 782$23.1K<0.01%+563Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 117 shares; 2025Q3: 116 shares; 2025Q4: 57 shares; 2026Q1: 65 shares 65$23.1K<0.01%+8Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: 482 shares; 2025Q3: 234 shares; 2025Q4: 226 shares; 2026Q1: 326 shares 326$23.1K<0.01%+100Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 40 shares; 2026Q1: 215 shares 215$23K<0.01%+175Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,021 shares; 2025Q2: 903 shares; 2025Q3: 971 shares; 2025Q4: 322 shares; 2026Q1: 91 shares 91$23K<0.01%-231Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 184 shares; 2026Q1: 215 shares 215$22.9K<0.01%+31Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 139 shares; 2026Q1: 297 shares 297$22.9K<0.01%+158Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 98 shares; 2025Q4: 47 shares; 2026Q1: 37 shares 37$22.9K<0.01%-10Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 79 shares 79$22.9K<0.01%+71Timeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251$22.8K<0.01%newTimeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 325 shares 325$22.8K<0.01%+24Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 1,011 shares 1,011$22.7K<0.01%+453Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 70 shares; 2025Q3: 72 shares; 2025Q4: 65 shares; 2026Q1: 82 shares 82$22.6K<0.01%+17Timeline
INMUBLACKROCK ETF TRUST IIQuarterly 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: 942 shares 942$22.5K<0.01%newTimeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,695 shares; 2026Q1: 370 shares 370$22.5K<0.01%-1,325Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 75 shares 75$22.5K<0.01%+55Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 239 shares 239$22.5K<0.01%+146Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares 189$22.4K<0.01%newTimeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 280 shares 280$22.4K<0.01%+277Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 42 shares; 2025Q4: 131 shares; 2026Q1: 208 shares 208$22.3K<0.01%+77Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,341 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,436 shares; 2026Q1: 1,054 shares 1,054$22.3K<0.01%-382Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 139 shares; 2025Q3: 147 shares; 2025Q4: 206 shares; 2026Q1: 228 shares 228$22.2K<0.01%+22Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 989 shares; 2025Q1: 922 shares; 2025Q2: 914 shares; 2025Q3: 882 shares; 2025Q4: 266 shares; 2026Q1: 143 shares 143$22.1K<0.01%-123Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 937 shares; 2025Q4: 973 shares; 2026Q1: 959 shares 959$22.1K<0.01%-14Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 214 shares; 2026Q1: 268 shares 268$22.1K<0.01%+54Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 465 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513$22K<0.01%0Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 42 shares; 2026Q1: 52 shares 52$21.9K<0.01%+10Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 113 shares 113$21.8K<0.01%+97Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 14 shares; 2025Q3: 25 shares; 2025Q4: 36 shares; 2026Q1: 104 shares 104$21.8K<0.01%+68Timeline
IRENIREN LIMITEDQuarterly 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: 639 shares 639$21.8K<0.01%newTimeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418$21.8K<0.01%newTimeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares 145$21.6K<0.01%0Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 7 shares; 2025Q4: 29 shares; 2026Q1: 84 shares 84$21.5K<0.01%+55Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 36 shares; 2026Q1: 58 shares 58$21.4K<0.01%+22Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 195 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205$21.4K<0.01%0Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63 shares; 2025Q4: 70 shares; 2026Q1: 211 shares 211$21.3K<0.01%+141Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 134 shares; 2025Q4: 27 shares; 2026Q1: 29 shares 29$21.2K<0.01%+2Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly 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: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302$21.2K<0.01%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270$21.2K<0.01%newTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 723 shares; 2025Q1: 680 shares; 2025Q2: 643 shares; 2025Q3: 584 shares; 2025Q4: 66 shares; 2026Q1: 73 shares 73$21.1K<0.01%+7Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400$21K<0.01%newTimeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 87 shares; 2025Q3: 114 shares; 2025Q4: 141 shares; 2026Q1: 173 shares 173$21K<0.01%+32Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly 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: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45$20.9K<0.01%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 6 shares; 2026Q1: 39 shares 39$20.9K<0.01%+33Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 245 shares; 2025Q3: 359 shares; 2025Q4: 586 shares; 2026Q1: 641 shares 641$20.9K<0.01%+55Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 93 shares 93$20.7K<0.01%-13Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly 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: 373 shares; 2026Q1: 477 shares 477$20.6K<0.01%+104Timeline
MMTABERDEEN MULTI-MARKET INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares; 2026Q1: 4,493 shares 4,493$20.6K<0.01%0Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 2,200 shares 2,200$20.6K<0.01%+600Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 30 shares; 2025Q3: 34 shares; 2025Q4: 56 shares; 2026Q1: 79 shares 79$20.6K<0.01%+23Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 108 shares; 2026Q1: 356 shares 356$20.5K<0.01%+248Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 103 shares 103$20.4K<0.01%+1Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 12 shares; 2025Q4: 150 shares; 2026Q1: 230 shares 230$20.4K<0.01%+80Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631$20.4K<0.01%0Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 27 shares; 2026Q1: 60 shares 60$20.1K<0.01%+33Timeline
IVVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456$20K<0.01%newTimeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,030 shares 1,030$20K<0.01%+30Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 341 shares; 2025Q3: 503 shares; 2025Q4: 458 shares; 2026Q1: 503 shares 503$19.9K<0.01%+45Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 16 shares; 2026Q1: 47 shares 47$19.9K<0.01%+31Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 294 shares 294$19.9K<0.01%+51Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SLVISHARES SILVER TR COMcall76,000$5.18M+28,500
CMECME GROUP INC COMput9,500$2.82Mnew
GLDSPDR GOLD TR GOLD SHScall4,000$1.75M-500
CVNACARVANA CO Stockput700$218K-500
SILJAMPLIFY ETF TR AMPLIFY JUNIOR Scall6,500$200K-2,000
BBARRICK MNG CORP COM SHScall4,000$169Knew
FROFRONTLINE PLC Stockcall2,500$87.1Knew
HLHECLA MINING COMPANY COMcall4,000$76.7K+3,000
AAPLAPPLE INC COMput300$76.7K0
STEXSTREAMEX CORP COMcall55,000$61K+30,000
PATHUIPATH INC CL Acall4,000$44.1Knew
UNGUNITED STS NAT GAS FD LP UNIT PARcall2,500$28.6Knew
PCTPURECYCLE TECHNOLOGIES INC COMcall5,000$25.6Knew
VXXBARCLAYS BANK PLC IPATH S&P 500 SHcall500$17.4K-6,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VALVALARIS LTD5,600$282Kshares
CPTCAMDEN PPTY TR2,500$275Kshares
IVOLKRANESHARES TRUST10,000$192Kshares
GRALGRAIL INC1,250$107Kshares
BACBANK OF AMER CORP1,500$82.5Kput
CCITIGROUP INC500$58.3Kput
CEMBISHARES INC637$29.2Kshares
NGNOVAGOLD RESOURCES INC2,500$23.3Kcall
SBSWSIBANYE STILLWATER LTD1,500$21.4Kcall
SHAKSHAKE SHACK INC200$16.2Kput
SNVSYNOVUS FINANCIAL CORP282$14.1Kshares
HEDJWISDOMTREE TR264$14Kshares
DJIAGLOBAL X FDS490$10.8Kshares
EEMVISHARES INC159$10.2Kshares
SOCLGLOBAL X FDS182$10Kshares
DGSWISDOMTREE TR175$10Kshares
BSCSINVESCO EXCH TRD SLF IDX FD480$9.89Kshares
BXSLBLACKSTONE SECD LENDING FD315$8.29Kshares
IHDGWISDOMTREE TR156$7.59Kshares
XRNPXCOHEN & STEERS REIT & PFD &283$5.62Kshares
SKYDPARAMOUNT SKYDANCE CORP337$4.52Kshares
EXASEXACT SCIENCES CORP37$3.76Kshares
BBJPJ P MORGAN EXCHANGE TRADED F52$3.43Kshares
DAYDAYFORCE INC46$3.18Kshares
LQDHISHARES U S ETF TR28$2.61Kshares
PIIMPINJ INC14$2.44Kshares
CCLCARNIVAL CORP68$2.08Kshares
VIPSVIPSHOP HLDGS LTD117$2.07Kshares
LAZLAZARD INC35$1.7Kshares
LYBLYONDELLBASELL INDUSTRIES NV35$1.52Kshares
MESOMESOBLAST LTD80$1.44Kshares
KAIKADANT INC5$1.43Kshares
HOGHARLEY DAVIDSON INC62$1.27Kshares
PSOPEARSON PLC87$1.22Kshares
AIRRFIRST TR EXCHANGE TRADED FD11$1.08Kshares
IBOCINTERNATIONAL BANCSHARES COR15$997shares
SAPIENS INTERNATIONAL CORPSAPIENS INTERNATIONAL CORP20$869shares
WENWENDYS CO80$666shares
SLMSLM CORP23$622shares
WWAYFAIR INC4$402shares
VFCV F CORP22$398shares
FYBRFRONTIER COMMUNICATIONS PARE5$190shares
FOURSHIFT4 PMTS INC3$189shares
CMACOMERICA INC2$174shares
SSOPROSHARES TR1$58shares
HEPSD MARKET ELECTR SVCS & TRADI11$27shares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002056510-26-000002 base2026-05-11acceptance time not in the bulk data set