VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,486 shares; 2024Q4: 491,747 shares; 2025Q1: 480,359 shares; 2025Q2: 493,315 shares; 2025Q3: 461,768 shares; 2025Q4: not loaded; 2026Q1: 466,024 shares; 2026Q2: 460,902 shares 460,902 $171M 14.97% -5,122 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,861,886 shares; 2024Q4: 4,915,524 shares; 2025Q1: 4,743,178 shares; 2025Q2: 4,707,212 shares; 2025Q3: 4,344,885 shares; 2025Q4: not loaded; 2026Q1: 4,234,459 shares; 2026Q2: 4,217,089 shares 4,217,089 $157M 13.79% -17,370 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,630 shares; 2024Q4: 186,564 shares; 2025Q1: 239,646 shares; 2025Q2: 335,159 shares; 2025Q3: 860,585 shares; 2025Q4: not loaded; 2026Q1: 914,627 shares; 2026Q2: 902,611 shares 902,611 $113M 9.89% -12,016 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,125 shares; 2024Q4: 597,179 shares; 2025Q1: 781,622 shares; 2025Q2: 1,077,529 shares; 2025Q3: 2,441,054 shares; 2025Q4: not loaded; 2026Q1: 2,588,182 shares; 2026Q2: 2,644,596 shares 2,644,596 $110M 9.69% +56,414 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106,621 shares; 2024Q4: 1,156,575 shares; 2025Q1: 1,168,651 shares; 2025Q2: 1,170,018 shares; 2025Q3: 1,252,378 shares; 2025Q4: not loaded; 2026Q1: 1,337,847 shares; 2026Q2: 1,396,886 shares 1,396,886 $109M 9.55% +59,039 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038,746 shares; 2024Q4: 1,077,107 shares; 2025Q1: 1,088,057 shares; 2025Q2: 1,096,486 shares; 2025Q3: 1,177,999 shares; 2025Q4: not loaded; 2026Q1: 1,274,824 shares; 2026Q2: 1,323,784 shares 1,323,784 $105M 9.18% +48,960 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734,657 shares; 2024Q4: 1,799,716 shares; 2025Q1: 1,780,739 shares; 2025Q2: 1,835,977 shares; 2025Q3: 1,964,109 shares; 2025Q4: not loaded; 2026Q1: 1,972,853 shares; 2026Q2: 1,953,688 shares 1,953,688 $79.4M 6.97% -19,165 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035,969 shares; 2024Q4: 1,045,109 shares; 2025Q1: 1,079,413 shares; 2025Q2: 1,075,353 shares; 2025Q3: 1,161,912 shares; 2025Q4: not loaded; 2026Q1: 1,241,844 shares; 2026Q2: 1,256,426 shares 1,256,426 $53M 4.66% +14,582 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891,364 shares; 2024Q4: 1,726,366 shares; 2025Q1: 1,657,644 shares; 2025Q2: 1,647,101 shares; 2025Q3: 798,679 shares; 2025Q4: not loaded; 2026Q1: 762,703 shares; 2026Q2: 741,761 shares 741,761 $51.8M 4.55% -20,942 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357,995 shares; 2024Q4: 1,251,476 shares; 2025Q1: 1,199,203 shares; 2025Q2: 1,195,403 shares; 2025Q3: 615,583 shares; 2025Q4: not loaded; 2026Q1: 587,440 shares; 2026Q2: 575,717 shares 575,717 $31.7M 2.78% -11,723 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,568 shares; 2024Q4: 16,348 shares; 2025Q1: 15,389 shares; 2025Q2: 15,342 shares; 2025Q3: 14,363 shares; 2025Q4: not loaded; 2026Q1: 13,506 shares; 2026Q2: 11,939 shares 11,939 $13.8M 1.21% -1,567 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,455 shares; 2024Q4: 9,527 shares; 2025Q1: 13,669 shares; 2025Q2: 14,021 shares; 2025Q3: 14,493 shares; 2025Q4: not loaded; 2026Q1: 12,516 shares; 2026Q2: 13,753 shares 13,753 $9.45M 0.83% +1,237 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,034 shares; 2024Q4: 29,894 shares; 2025Q1: 34,805 shares; 2025Q2: 34,618 shares; 2025Q3: 32,469 shares; 2025Q4: not loaded; 2026Q1: 28,076 shares; 2026Q2: 28,546 shares 28,546 $8.65M 0.76% +470 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,296 shares; 2024Q4: 82,292 shares; 2025Q1: 82,238 shares; 2025Q2: 76,239 shares; 2025Q3: 74,924 shares; 2025Q4: not loaded; 2026Q1: 165,862 shares; 2026Q2: 164,205 shares 164,205 $7.94M 0.7% -1,657 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,331 shares; 2024Q4: 27,312 shares; 2025Q1: 27,154 shares; 2025Q2: 30,723 shares; 2025Q3: 28,807 shares; 2025Q4: not loaded; 2026Q1: 25,750 shares; 2026Q2: 25,662 shares 25,662 $7.43M 0.65% -88 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 48,277 shares; 2026Q2: 61,269 shares 61,269 $6.21M 0.54% +12,992 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 49,972 shares; 2026Q2: 70,309 shares 70,309 $5.39M 0.47% +20,337 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,306 shares; 2025Q3: 3,263 shares; 2025Q4: not loaded; 2026Q1: 32,544 shares; 2026Q2: 31,876 shares 31,876 $5.24M 0.46% -668 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,232 shares; 2024Q4: 15,929 shares; 2025Q1: 16,775 shares; 2025Q2: 16,536 shares; 2025Q3: 15,915 shares; 2025Q4: not loaded; 2026Q1: 14,181 shares; 2026Q2: 57,062 shares 57,062 $4.6M 0.4% +42,881 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,957 shares; 2024Q4: 10,748 shares; 2025Q1: 10,881 shares; 2025Q2: 12,387 shares; 2025Q3: 12,100 shares; 2025Q4: not loaded; 2026Q1: 11,795 shares; 2026Q2: 12,251 shares 12,251 $4.57M 0.4% +456 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 5,624 shares; 2025Q1: 5,794 shares; 2025Q2: 5,794 shares; 2025Q3: 4,794 shares; 2025Q4: not loaded; 2026Q1: 4,816 shares; 2026Q2: 4,795 shares 4,795 $4.49M 0.39% -21 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,442 shares; 2024Q4: 93,428 shares; 2025Q1: 81,779 shares; 2025Q2: 81,479 shares; 2025Q3: 81,910 shares; 2025Q4: not loaded; 2026Q1: 85,036 shares; 2026Q2: 85,972 shares 85,972 $3.88M 0.34% +936 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,513 shares; 2024Q4: 103,227 shares; 2025Q1: 102,463 shares; 2025Q2: 102,463 shares; 2025Q3: 101,922 shares; 2025Q4: not loaded; 2026Q1: 103,208 shares; 2026Q2: 101,497 shares 101,497 $3.74M 0.33% -1,711 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,391 shares; 2024Q4: 9,427 shares; 2025Q1: 9,326 shares; 2025Q2: 10,700 shares; 2025Q3: 10,627 shares; 2025Q4: not loaded; 2026Q1: 10,318 shares; 2026Q2: 10,318 shares 10,318 $3.38M 0.3% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,510 shares; 2024Q4: 74,129 shares; 2025Q1: 74,523 shares; 2025Q2: 69,215 shares; 2025Q3: 68,553 shares; 2025Q4: not loaded; 2026Q1: 65,258 shares; 2026Q2: 63,821 shares 63,821 $3.06M 0.27% -1,437 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,350 shares; 2024Q4: 49,932 shares; 2025Q1: 50,009 shares; 2025Q2: 50,110 shares; 2025Q3: 50,346 shares; 2025Q4: not loaded; 2026Q1: 49,468 shares; 2026Q2: 49,466 shares 49,466 $2.99M 0.26% -2 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,501 shares; 2024Q4: 38,822 shares; 2025Q1: 39,284 shares; 2025Q2: 39,282 shares; 2025Q3: 38,216 shares; 2025Q4: not loaded; 2026Q1: 38,301 shares; 2026Q2: 38,301 shares 38,301 $2.81M 0.25% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,660 shares; 2024Q4: 51,342 shares; 2025Q1: 36,367 shares; 2025Q2: 37,122 shares; 2025Q3: 39,159 shares; 2025Q4: not loaded; 2026Q1: 50,391 shares; 2026Q2: 51,315 shares 51,315 $2.39M 0.21% +924 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,396 shares; 2025Q2: 3,452 shares; 2025Q3: 3,452 shares; 2025Q4: not loaded; 2026Q1: 3,335 shares; 2026Q2: 3,735 shares 3,735 $2.37M 0.21% +400 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,190 shares; 2024Q4: 20,695 shares; 2025Q1: 20,695 shares; 2025Q2: 20,791 shares; 2025Q3: 20,720 shares; 2025Q4: not loaded; 2026Q1: 20,540 shares; 2026Q2: 22,317 shares 22,317 $2.11M 0.19% +1,777 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,950 shares; 2024Q4: 13,888 shares; 2025Q1: 13,688 shares; 2025Q2: 13,788 shares; 2025Q3: 13,298 shares; 2025Q4: not loaded; 2026Q1: 13,382 shares; 2026Q2: 13,382 shares 13,382 $2.02M 0.18% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,074 shares; 2024Q4: 7,074 shares; 2025Q1: 7,074 shares; 2025Q2: 7,074 shares; 2025Q3: 7,074 shares; 2025Q4: not loaded; 2026Q1: 7,074 shares; 2026Q2: 7,074 shares 7,074 $1.69M 0.15% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,609 shares; 2024Q4: 30,651 shares; 2025Q1: 27,429 shares; 2025Q2: 27,435 shares; 2025Q3: 30,813 shares; 2025Q4: not loaded; 2026Q1: 32,961 shares; 2026Q2: 34,137 shares 34,137 $1.67M 0.15% +1,176 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 4,171 shares; 2025Q1: 4,171 shares; 2025Q2: 5,687 shares; 2025Q3: 5,275 shares; 2025Q4: not loaded; 2026Q1: 4,517 shares; 2026Q2: 4,200 shares 4,200 $1.59M 0.14% -317 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: not loaded; 2026Q1: 3,114 shares; 2026Q2: 3,114 shares 3,114 $1.56M 0.14% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: not loaded; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $1.48M 0.13% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,341 shares; 2026Q2: 14,782 shares 14,782 $1.38M 0.12% +8,441 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,409 shares; 2024Q4: 12,379 shares; 2025Q1: 12,546 shares; 2025Q2: 12,556 shares; 2025Q3: 12,256 shares; 2025Q4: not loaded; 2026Q1: 12,110 shares; 2026Q2: 12,110 shares 12,110 $1.37M 0.12% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,101 shares; 2024Q4: 21,806 shares; 2025Q1: 21,806 shares; 2025Q2: 21,606 shares; 2025Q3: 20,846 shares; 2025Q4: not loaded; 2026Q1: 20,040 shares; 2026Q2: 19,960 shares 19,960 $1.26M 0.11% -80 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: not loaded; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $1.24M 0.11% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,555 shares; 2024Q4: 5,559 shares; 2025Q1: 5,561 shares; 2025Q2: 5,757 shares; 2025Q3: 4,916 shares; 2025Q4: not loaded; 2026Q1: 4,546 shares; 2026Q2: 4,744 shares 4,744 $1.2M 0.11% +198 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 14,308 shares; 2026Q2: 13,273 shares 13,273 $1.18M 0.1% -1,035 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,634 shares; 2024Q4: 18,745 shares; 2025Q1: 14,204 shares; 2025Q2: 14,204 shares; 2025Q3: 14,647 shares; 2025Q4: not loaded; 2026Q1: 22,208 shares; 2026Q2: 22,272 shares 22,272 $1.16M 0.1% +64 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,521 shares; 2025Q4: not loaded; 2026Q1: 3,203 shares; 2026Q2: 3,152 shares 3,152 $1.13M 0.1% -51 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,339 shares; 2025Q1: 1,342 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: not loaded; 2026Q1: 1,457 shares; 2026Q2: 1,457 shares 1,457 $1.09M 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: 1,993 shares; 2025Q1: 2,045 shares; 2025Q2: 2,115 shares; 2025Q3: 2,065 shares; 2025Q4: not loaded; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869 $1.05M 0.09% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 584 shares; 2025Q1: 625 shares; 2025Q2: 976 shares; 2025Q3: 977 shares; 2025Q4: not loaded; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $1.04M 0.09% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,386 shares; 2024Q4: 7,667 shares; 2025Q1: 8,065 shares; 2025Q2: 8,672 shares; 2025Q3: 8,706 shares; 2025Q4: not loaded; 2026Q1: 7,639 shares; 2026Q2: 7,485 shares 7,485 $1.02M 0.09% -154 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,255 shares; 2024Q4: 8,167 shares; 2025Q1: 8,075 shares; 2025Q2: 7,566 shares; 2025Q3: 7,362 shares; 2025Q4: not loaded; 2026Q1: 7,161 shares; 2026Q2: 6,956 shares 6,956 $1.02M 0.09% -205 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,841 shares; 2025Q2: 2,291 shares; 2025Q3: 2,291 shares; 2025Q4: not loaded; 2026Q1: 2,291 shares; 2026Q2: 2,291 shares 2,291 $976K 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: not loaded; 2026Q1: 8,250 shares; 2026Q2: 8,050 shares 8,050 $947K 0.08% -200 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,762 shares; 2024Q4: 9,762 shares; 2025Q1: 9,762 shares; 2025Q2: 9,762 shares; 2025Q3: 9,762 shares; 2025Q4: not loaded; 2026Q1: 9,762 shares; 2026Q2: 9,762 shares 9,762 $896K 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: not loaded; 2026Q1: 2,575 shares; 2026Q2: 2,531 shares 2,531 $894K 0.08% -44 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,391 shares; 2025Q1: 4,071 shares; 2025Q2: 4,691 shares; 2025Q3: 4,147 shares; 2025Q4: not loaded; 2026Q1: 4,021 shares; 2026Q2: 4,021 shares 4,021 $870K 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,276 shares; 2025Q2: 2,250 shares; 2025Q3: 1,250 shares; 2025Q4: not loaded; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $846K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,601 shares; 2024Q4: 2,570 shares; 2025Q1: 1,640 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: not loaded; 2026Q1: 1,786 shares; 2026Q2: 1,786 shares 1,786 $751K 0.07% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 1,326 shares; 2025Q1: 900 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: not loaded; 2026Q1: 968 shares; 2026Q2: 986 shares 986 $738K 0.06% +18 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,823 shares; 2024Q4: 4,046 shares; 2025Q1: 4,046 shares; 2025Q2: 3,984 shares; 2025Q3: 3,842 shares; 2025Q4: not loaded; 2026Q1: 2,815 shares; 2026Q2: 2,815 shares 2,815 $720K 0.06% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 3,000 shares; 2025Q1: 2,960 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: not loaded; 2026Q1: 3,461 shares; 2026Q2: 2,970 shares 2,970 $708K 0.06% -491 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: not loaded; 2026Q1: 3,455 shares; 2026Q2: 3,686 shares 3,686 $699K 0.06% +231 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 4,720 shares; 2025Q1: 4,720 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: not loaded; 2026Q1: 4,720 shares; 2026Q2: 4,720 shares 4,720 $684K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 1,927 shares; 2025Q2: 1,939 shares; 2025Q3: 1,927 shares; 2025Q4: not loaded; 2026Q1: 1,927 shares; 2026Q2: 1,872 shares 1,872 $678K 0.06% -55 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,256 shares; 2025Q1: 954 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: not loaded; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $677K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 1,542 shares; 2025Q3: 1,246 shares; 2025Q4: not loaded; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $635K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,522 shares; 2025Q3: 4,518 shares; 2025Q4: not loaded; 2026Q1: 4,624 shares; 2026Q2: 6,311 shares 6,311 $625K 0.05% +1,687 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,376 shares; 2024Q4: 10,376 shares; 2025Q1: 10,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 4,421 shares 4,421 $617K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,264 shares; 2024Q4: 7,174 shares; 2025Q1: 7,174 shares; 2025Q2: 7,124 shares; 2025Q3: 6,865 shares; 2025Q4: not loaded; 2026Q1: 6,686 shares; 2026Q2: 6,686 shares 6,686 $617K 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,196 shares; 2024Q4: 17,002 shares; 2025Q1: 16,139 shares; 2025Q2: 16,139 shares; 2025Q3: 16,031 shares; 2025Q4: not loaded; 2026Q1: 11,952 shares; 2026Q2: 10,779 shares 10,779 $614K 0.05% -1,173 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,992 shares; 2024Q4: 6,771 shares; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares; 2025Q3: 6,226 shares; 2025Q4: not loaded; 2026Q1: 6,227 shares; 2026Q2: 6,631 shares 6,631 $605K 0.05% +404 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,502 shares; 2025Q1: 3,252 shares; 2025Q2: 3,455 shares; 2025Q3: 3,191 shares; 2025Q4: not loaded; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $579K 0.05% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 11,238 shares; 2026Q2: 10,869 shares 10,869 $569K 0.05% -369 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,133 shares; 2024Q4: 8,801 shares; 2025Q1: 8,744 shares; 2025Q2: 8,805 shares; 2025Q3: 8,711 shares; 2025Q4: not loaded; 2026Q1: 9,039 shares; 2026Q2: 9,474 shares 9,474 $518K 0.05% +435 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,427 shares; 2024Q4: 6,427 shares; 2025Q1: 5,920 shares; 2025Q2: 6,420 shares; 2025Q3: 5,920 shares; 2025Q4: not loaded; 2026Q1: 5,920 shares; 2026Q2: 5,920 shares 5,920 $481K 0.04% 0 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 4,796 shares; 2025Q1: 4,757 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: not loaded; 2026Q1: 5,125 shares; 2026Q2: 5,562 shares 5,562 $473K 0.04% +437 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,545 shares; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: 2,701 shares; 2025Q4: not loaded; 2026Q1: 2,286 shares; 2026Q2: 2,283 shares 2,283 $457K 0.04% -3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,552 shares; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: not loaded; 2026Q1: 1,945 shares; 2026Q2: 1,945 shares 1,945 $434K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: not loaded; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $414K 0.04% 0 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 13,479 shares; 2026Q2: 8,131 shares 8,131 $412K 0.04% -5,348 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 5,073 shares; 2025Q3: 2,761 shares; 2025Q4: not loaded; 2026Q1: 2,435 shares; 2026Q2: 2,435 shares 2,435 $404K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 685 shares 685 $398K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,872 shares; 2025Q1: 2,872 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: not loaded; 2026Q1: 5,263 shares; 2026Q2: 4,713 shares 4,713 $389K 0.03% -550 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,565 shares; 2025Q1: 11,565 shares; 2025Q2: 11,565 shares; 2025Q3: 11,565 shares; 2025Q4: not loaded; 2026Q1: 11,635 shares; 2026Q2: 11,635 shares 11,635 $384K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,833 shares; 2025Q1: 3,130 shares; 2025Q2: 2,833 shares; 2025Q3: 2,833 shares; 2025Q4: not loaded; 2026Q1: 2,833 shares; 2026Q2: 2,833 shares 2,833 $384K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,035 shares; 2024Q4: 3,406 shares; 2025Q1: 3,406 shares; 2025Q2: 4,838 shares; 2025Q3: 4,451 shares; 2025Q4: not loaded; 2026Q1: 3,205 shares; 2026Q2: 3,130 shares 3,130 $368K 0.03% -75 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,783 shares; 2025Q3: 2,607 shares; 2025Q4: not loaded; 2026Q1: 2,607 shares; 2026Q2: 2,607 shares 2,607 $365K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,304 shares; 2025Q1: 4,304 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares; 2025Q4: not loaded; 2026Q1: 3,936 shares; 2026Q2: 3,936 shares 3,936 $356K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 462 shares; 2025Q1: 470 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: not loaded; 2026Q1: 464 shares; 2026Q2: 465 shares 465 $351K 0.03% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 731 shares; 2025Q4: not loaded; 2026Q1: 731 shares; 2026Q2: 731 shares 731 $349K 0.03% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,620 shares; 2025Q4: not loaded; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $348K 0.03% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,946 shares; 2026Q2: 1,976 shares 1,976 $327K 0.03% +30 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 1,111 shares; 2025Q1: 1,113 shares; 2025Q2: 1,328 shares; 2025Q3: 1,330 shares; 2025Q4: not loaded; 2026Q1: 919 shares; 2026Q2: 922 shares 922 $325K 0.03% +3 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,730 shares; 2025Q1: 12,730 shares; 2025Q2: 12,730 shares; 2025Q3: 12,730 shares; 2025Q4: not loaded; 2026Q1: 12,920 shares; 2026Q2: 12,920 shares 12,920 $324K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: not loaded; 2026Q1: 4,438 shares; 2026Q2: 4,314 shares 4,314 $321K 0.03% -124 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: not loaded; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $299K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,082 shares; 2025Q3: 2,050 shares; 2025Q4: not loaded; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $293K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,477 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: not loaded; 2026Q1: 2,924 shares; 2026Q2: 2,924 shares 2,924 $288K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,711 shares; 2025Q3: 3,611 shares; 2025Q4: not loaded; 2026Q1: 1,913 shares; 2026Q2: 2,160 shares 2,160 $282K 0.02% +247 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: not loaded; 2026Q1: 2,424 shares; 2026Q2: 2,424 shares 2,424 $274K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: not loaded; 2026Q1: 997 shares; 2026Q2: 997 shares 997 $270K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: not loaded; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $261K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,754 shares; 2026Q2: 8,754 shares 8,754 $258K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,779 shares; 2024Q4: 13,379 shares; 2025Q1: 13,327 shares; 2025Q2: 14,027 shares; 2025Q3: 5,427 shares; 2025Q4: not loaded; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares 2,958 $257K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: not loaded; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $253K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: not loaded; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $253K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: not loaded; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $242K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,342 shares; 2025Q4: not loaded; 2026Q1: 5,223 shares; 2026Q2: 5,133 shares 5,133 $230K 0.02% -90 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: not loaded; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $229K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 821 shares 821 $223K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $209K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 600 shares 600 $205K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $204K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,520 shares; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares; 2025Q4: not loaded; 2026Q1: 3,520 shares; 2026Q2: 3,520 shares 3,520 $204K 0.02% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 2,049 shares; 2025Q1: 1,686 shares; 2025Q2: 1,672 shares; 2025Q3: 1,352 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $202K 0.02% new Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,959 shares; 2025Q4: not loaded; 2026Q1: 12,959 shares; 2026Q2: 12,959 shares 12,959 $58.6K 0.01% 0 Timeline DAICW CID HOLDCO INC More: the full row for CID HOLDCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,530 shares; 2026Q2: 10,530 shares 10,530 $130 <0.01% 0 Timeline