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; 2024Q4: 367,790 shares; 2025Q1: 340,778 shares; 2025Q2: 345,340 shares; 2025Q3: 345,340 shares; 2025Q4: 357,525 shares; 2026Q1: 363,479 shares; 2026Q2: 367,311 shares; 2026Q3: 367,018 shares 367,018 $257M 22.96% -293 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; 2024Q4: 257,876 shares; 2025Q1: 257,862 shares; 2025Q2: 262,200 shares; 2025Q3: 262,200 shares; 2025Q4: 258,365 shares; 2026Q1: 258,015 shares; 2026Q2: 257,895 shares; 2026Q3: 258,392 shares 258,392 $191M 17.06% +497 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339,156 shares; 2025Q1: 342,338 shares; 2025Q2: 428,804 shares; 2025Q3: 428,804 shares; 2025Q4: 465,656 shares; 2026Q1: 467,009 shares; 2026Q2: 468,033 shares; 2026Q3: 465,254 shares 465,254 $106M 9.49% -2,779 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,626 shares; 2025Q1: 123,286 shares; 2025Q2: 252,272 shares; 2025Q3: 252,272 shares; 2025Q4: 184,211 shares; 2026Q1: 185,006 shares; 2026Q2: 184,630 shares; 2026Q3: 186,836 shares 186,836 $64.3M 5.74% +2,206 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,570 shares; 2025Q1: 84,570 shares; 2025Q2: 84,570 shares; 2025Q3: 84,570 shares; 2025Q4: 84,570 shares; 2026Q1: 84,570 shares; 2026Q2: 84,570 shares; 2026Q3: 84,570 shares 84,570 $43M 3.84% 0 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 603,933 shares; 2025Q1: 594,754 shares; 2025Q2: 606,155 shares; 2025Q3: 606,155 shares; 2025Q4: 583,307 shares; 2026Q1: 620,063 shares; 2026Q2: 625,849 shares; 2026Q3: 629,715 shares 629,715 $40.3M 3.6% +3,866 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; 2024Q4: 2,168 shares; 2025Q1: not reported; 2025Q2: 20,953 shares; 2025Q3: 20,953 shares; 2025Q4: 43,253 shares; 2026Q1: 43,436 shares; 2026Q2: 43,436 shares; 2026Q3: 43,835 shares 43,835 $31.8M 2.84% +399 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453,590 shares; 2026Q1: 453,090 shares; 2026Q2: 452,615 shares; 2026Q3: 452,645 shares 452,645 $21.4M 1.91% +30 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,189 shares; 2025Q1: 27,822 shares; 2025Q2: 27,706 shares; 2025Q3: 27,706 shares; 2025Q4: 27,755 shares; 2026Q1: 26,233 shares; 2026Q2: 23,553 shares; 2026Q3: 23,477 shares 23,477 $18M 1.61% -76 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,483 shares; 2025Q1: 1,533 shares; 2025Q2: 21,494 shares; 2025Q3: 21,494 shares; 2025Q4: 14,364 shares; 2026Q1: 14,404 shares; 2026Q2: 14,384 shares; 2026Q3: 14,383 shares 14,383 $13M 1.16% -1 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 61,580 shares; 2025Q2: 161,970 shares; 2025Q3: 161,970 shares; 2025Q4: 273,318 shares; 2026Q1: 273,229 shares; 2026Q2: 207,597 shares; 2026Q3: 253,126 shares 253,126 $12.8M 1.15% +45,529 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,838 shares; 2025Q1: 25,048 shares; 2025Q2: 29,287 shares; 2025Q3: 29,287 shares; 2025Q4: 34,277 shares; 2026Q1: 34,155 shares; 2026Q2: 35,200 shares; 2026Q3: 34,112 shares 34,112 $11.4M 1.01% -1,088 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; 2024Q4: 21,996 shares; 2025Q1: 21,507 shares; 2025Q2: 21,743 shares; 2025Q3: 21,743 shares; 2025Q4: 20,477 shares; 2026Q1: 20,392 shares; 2026Q2: 20,609 shares; 2026Q3: 21,052 shares 21,052 $10.5M 0.94% +443 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,674 shares; 2025Q1: 20,223 shares; 2025Q2: 21,786 shares; 2025Q3: 21,786 shares; 2025Q4: 23,996 shares; 2026Q1: 28,105 shares; 2026Q2: 28,339 shares; 2026Q3: 41,785 shares 41,785 $8.69M 0.78% +13,446 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,833 shares; 2025Q1: 81,032 shares; 2025Q2: 88,928 shares; 2025Q3: 88,928 shares; 2025Q4: 106,021 shares; 2026Q1: 108,069 shares; 2026Q2: 109,163 shares; 2026Q3: 110,741 shares 110,741 $7.82M 0.7% +1,578 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; 2024Q4: 26,832 shares; 2025Q1: 26,792 shares; 2025Q2: 24,792 shares; 2025Q3: 24,792 shares; 2025Q4: 22,884 shares; 2026Q1: 22,669 shares; 2026Q2: 22,985 shares; 2026Q3: 22,744 shares 22,744 $7.52M 0.67% -241 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,758 shares; 2025Q1: 62,725 shares; 2025Q2: 110,104 shares; 2025Q3: 110,104 shares; 2025Q4: 193,017 shares; 2026Q1: 199,431 shares; 2026Q2: 142,452 shares; 2026Q3: 143,566 shares 143,566 $7.24M 0.65% +1,114 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 340,276 shares; 2025Q1: 357,729 shares; 2025Q2: 338,186 shares; 2025Q3: 338,186 shares; 2025Q4: 346,859 shares; 2026Q1: 348,410 shares; 2026Q2: 356,219 shares; 2026Q3: 364,094 shares 364,094 $7.11M 0.63% +7,875 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,966 shares; 2026Q3: 40,617 shares 40,617 $6.61M 0.59% +651 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,670 shares; 2025Q1: 81,258 shares; 2025Q2: 79,383 shares; 2025Q3: 79,383 shares; 2025Q4: 78,242 shares; 2026Q1: 73,090 shares; 2026Q2: 72,973 shares; 2026Q3: 73,731 shares 73,731 $6.47M 0.58% +758 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; 2024Q4: 25,910 shares; 2025Q1: 25,423 shares; 2025Q2: 31,456 shares; 2025Q3: 31,456 shares; 2025Q4: 23,884 shares; 2026Q1: 24,865 shares; 2026Q2: 24,837 shares; 2026Q3: 25,775 shares 25,775 $6.42M 0.57% +938 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,301 shares; 2025Q1: 5,176 shares; 2025Q2: 5,044 shares; 2025Q3: 5,044 shares; 2025Q4: 5,344 shares; 2026Q1: 5,407 shares; 2026Q2: 48,925 shares; 2026Q3: 49,773 shares 49,773 $6.26M 0.56% +848 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,526 shares; 2025Q1: 9,844 shares; 2025Q2: 9,884 shares; 2025Q3: 9,884 shares; 2025Q4: 9,448 shares; 2026Q1: 9,756 shares; 2026Q2: 8,984 shares; 2026Q3: 10,251 shares 10,251 $5.26M 0.47% +1,267 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; 2024Q4: 74,251 shares; 2025Q1: 75,506 shares; 2025Q2: 50,586 shares; 2025Q3: 50,586 shares; 2025Q4: 50,178 shares; 2026Q1: 49,921 shares; 2026Q2: 49,921 shares; 2026Q3: 52,491 shares 52,491 $4.52M 0.4% +2,570 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,007 shares; 2025Q1: 113,444 shares; 2025Q2: 110,726 shares; 2025Q3: 110,726 shares; 2025Q4: 111,100 shares; 2026Q1: 105,482 shares; 2026Q2: 106,115 shares; 2026Q3: 108,717 shares 108,717 $4.52M 0.4% +2,602 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,157 shares; 2025Q1: 45,074 shares; 2025Q2: 45,074 shares; 2025Q3: 45,074 shares; 2025Q4: 37,542 shares; 2026Q1: 37,548 shares; 2026Q2: 37,548 shares; 2026Q3: 37,548 shares 37,548 $4.2M 0.37% 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; 2024Q4: 16,471 shares; 2025Q1: 16,023 shares; 2025Q2: 20,046 shares; 2025Q3: 20,046 shares; 2025Q4: 12,322 shares; 2026Q1: 12,323 shares; 2026Q2: 12,229 shares; 2026Q3: 12,129 shares 12,129 $4.13M 0.37% -100 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; 2024Q4: 2,096 shares; 2025Q1: 2,349 shares; 2025Q2: 5,380 shares; 2025Q3: 5,380 shares; 2025Q4: 5,389 shares; 2026Q1: 5,388 shares; 2026Q2: 5,397 shares; 2026Q3: 5,400 shares 5,400 $4.12M 0.37% +3 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,714 shares; 2025Q1: 38,111 shares; 2025Q2: 38,750 shares; 2025Q3: 38,750 shares; 2025Q4: 43,280 shares; 2026Q1: 43,853 shares; 2026Q2: 44,895 shares; 2026Q3: 45,669 shares 45,669 $3.21M 0.29% +774 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,012 shares; 2026Q2: 32,050 shares; 2026Q3: 29,455 shares 29,455 $3.16M 0.28% -2,595 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,935 shares; 2025Q1: 97,949 shares; 2025Q2: 97,965 shares; 2025Q3: 97,965 shares; 2025Q4: 100,996 shares; 2026Q1: 99,146 shares; 2026Q2: 93,220 shares; 2026Q3: 87,684 shares 87,684 $3.12M 0.28% -5,536 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,285 shares; 2025Q1: 26,584 shares; 2025Q2: 27,006 shares; 2025Q3: 27,006 shares; 2025Q4: 30,051 shares; 2026Q1: 29,015 shares; 2026Q2: 29,940 shares; 2026Q3: 31,349 shares 31,349 $3.04M 0.27% +1,409 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,647 shares; 2025Q1: 26,700 shares; 2025Q2: 25,652 shares; 2025Q3: 25,652 shares; 2025Q4: 28,036 shares; 2026Q1: 26,256 shares; 2026Q2: 26,304 shares; 2026Q3: 26,612 shares 26,612 $3.03M 0.27% +308 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,871 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 6,403 shares; 2026Q1: 30,699 shares; 2026Q2: 31,008 shares; 2026Q3: 35,141 shares 35,141 $3M 0.27% +4,133 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,348 shares; 2025Q1: 3,228 shares; 2025Q2: 24,374 shares; 2025Q3: 24,374 shares; 2025Q4: 21,926 shares; 2026Q1: 21,625 shares; 2026Q2: 20,364 shares; 2026Q3: 20,479 shares 20,479 $2.98M 0.27% +115 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares; 2026Q1: 17,441 shares; 2026Q2: 17,313 shares; 2026Q3: 18,873 shares 18,873 $2.96M 0.26% +1,560 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,456 shares; 2025Q1: 94,913 shares; 2025Q2: 95,556 shares; 2025Q3: 95,556 shares; 2025Q4: 89,860 shares; 2026Q1: 94,419 shares; 2026Q2: 92,850 shares; 2026Q3: 95,932 shares 95,932 $2.89M 0.26% +3,082 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,563 shares; 2025Q2: 39,031 shares; 2025Q3: 39,031 shares; 2025Q4: 68,809 shares; 2026Q1: 62,026 shares; 2026Q2: 59,951 shares; 2026Q3: 57,299 shares 57,299 $2.86M 0.26% -2,652 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,534 shares; 2025Q1: 48,385 shares; 2025Q2: 72,903 shares; 2025Q3: 72,903 shares; 2025Q4: 12,177 shares; 2026Q1: 78,552 shares; 2026Q2: 82,031 shares; 2026Q3: 91,581 shares 91,581 $2.86M 0.26% +9,550 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; 2024Q4: 23,732 shares; 2025Q1: 21,493 shares; 2025Q2: 23,888 shares; 2025Q3: 23,888 shares; 2025Q4: 39,616 shares; 2026Q1: 43,416 shares; 2026Q2: 43,416 shares; 2026Q3: 40,231 shares 40,231 $2.82M 0.25% -3,185 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 25,040 shares; 2026Q2: 25,040 shares; 2026Q3: 27,777 shares 27,777 $2.81M 0.25% +2,737 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,314 shares; 2025Q1: 4,378 shares; 2025Q2: 5,477 shares; 2025Q3: 5,477 shares; 2025Q4: 3,051 shares; 2026Q1: 3,193 shares; 2026Q2: 3,313 shares; 2026Q3: 4,102 shares 4,102 $2.75M 0.25% +789 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,885 shares; 2025Q1: 4,977 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 4,294 shares; 2026Q1: 3,995 shares; 2026Q2: 4,038 shares; 2026Q3: 4,151 shares 4,151 $2.73M 0.24% +113 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,346 shares; 2025Q1: 13,485 shares; 2025Q2: 13,463 shares; 2025Q3: 13,463 shares; 2025Q4: 12,034 shares; 2026Q1: 12,639 shares; 2026Q2: 11,983 shares; 2026Q3: 12,701 shares 12,701 $2.59M 0.23% +718 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,202 shares; 2025Q1: 6,397 shares; 2025Q2: 6,919 shares; 2025Q3: 6,919 shares; 2025Q4: 7,080 shares; 2026Q1: 6,992 shares; 2026Q2: 6,967 shares; 2026Q3: 6,830 shares 6,830 $2.58M 0.23% -137 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,694 shares; 2025Q1: 96,629 shares; 2025Q2: 73,792 shares; 2025Q3: 73,792 shares; 2025Q4: 66,128 shares; 2026Q1: 83,517 shares; 2026Q2: 84,352 shares; 2026Q3: 105,263 shares 105,263 $2.57M 0.23% +20,911 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,789 shares; 2025Q1: 68,822 shares; 2025Q2: 72,088 shares; 2025Q3: 72,088 shares; 2025Q4: 64,115 shares; 2026Q1: 70,222 shares; 2026Q2: 71,307 shares; 2026Q3: 88,373 shares 88,373 $2.52M 0.23% +17,066 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,321 shares; 2025Q3: 208,321 shares; 2025Q4: 181,031 shares; 2026Q1: 150,191 shares; 2026Q2: 150,985 shares; 2026Q3: 142,122 shares 142,122 $2.52M 0.22% -8,863 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,880 shares; 2025Q1: 8,920 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares; 2025Q4: 8,650 shares; 2026Q1: 8,650 shares; 2026Q2: 8,750 shares; 2026Q3: 8,650 shares 8,650 $2.51M 0.22% -100 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,927 shares; 2025Q1: 21,066 shares; 2025Q2: 29,334 shares; 2025Q3: 29,334 shares; 2025Q4: 23,931 shares; 2026Q1: 26,012 shares; 2026Q2: 26,794 shares; 2026Q3: 27,636 shares 27,636 $2.44M 0.22% +842 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 103,453 shares 103,453 $2.36M 0.21% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,616 shares 24,616 $2.31M 0.21% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,637 shares; 2025Q1: 6,276 shares; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 5,650 shares; 2026Q1: 5,578 shares; 2026Q2: 5,578 shares; 2026Q3: 6,464 shares 6,464 $2.31M 0.21% +886 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,923 shares; 2025Q1: 22,168 shares; 2025Q2: 22,193 shares; 2025Q3: 22,193 shares; 2025Q4: 19,222 shares; 2026Q1: 20,114 shares; 2026Q2: 20,197 shares; 2026Q3: 18,613 shares 18,613 $2.3M 0.21% -1,584 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,672 shares; 2025Q1: 16,443 shares; 2025Q2: 16,732 shares; 2025Q3: 16,732 shares; 2025Q4: 15,108 shares; 2026Q1: 17,097 shares; 2026Q2: 19,147 shares; 2026Q3: 19,632 shares 19,632 $2.23M 0.2% +485 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,980 shares 38,980 $2.23M 0.2% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,890 shares; 2026Q1: 33,738 shares; 2026Q2: 34,082 shares; 2026Q3: 37,632 shares 37,632 $2.17M 0.19% +3,550 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,310 shares; 2025Q1: 34,190 shares; 2025Q2: 38,298 shares; 2025Q3: 33,298 shares; 2025Q4: 32,708 shares; 2026Q1: 33,262 shares; 2026Q2: 33,428 shares; 2026Q3: 34,186 shares 34,186 $2.13M 0.19% +758 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,557 shares; 2025Q1: 98,632 shares; 2025Q2: 98,957 shares; 2025Q3: 98,957 shares; 2025Q4: 70,844 shares; 2026Q1: 75,504 shares; 2026Q2: 75,733 shares; 2026Q3: 66,343 shares 66,343 $2.13M 0.19% -9,390 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,135 shares; 2025Q1: 10,415 shares; 2025Q2: 9,987 shares; 2025Q3: 9,987 shares; 2025Q4: 8,413 shares; 2026Q1: 9,156 shares; 2026Q2: 9,148 shares; 2026Q3: 7,572 shares 7,572 $2.12M 0.19% -1,576 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,045 shares; 2025Q1: 198,609 shares; 2025Q2: 198,865 shares; 2025Q3: 198,865 shares; 2025Q4: 170,100 shares; 2026Q1: 173,183 shares; 2026Q2: 169,494 shares; 2026Q3: 172,943 shares 172,943 $2.09M 0.19% +3,449 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,052 shares; 2025Q1: 41,215 shares; 2025Q2: 41,135 shares; 2025Q3: 41,135 shares; 2025Q4: 35,887 shares; 2026Q1: 41,493 shares; 2026Q2: 41,037 shares; 2026Q3: 45,455 shares 45,455 $2.09M 0.19% +4,418 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,935 shares; 2025Q1: 35,168 shares; 2025Q2: 31,660 shares; 2025Q3: 31,660 shares; 2025Q4: 26,577 shares; 2026Q1: 28,448 shares; 2026Q2: 28,450 shares; 2026Q3: 30,685 shares 30,685 $2.07M 0.18% +2,235 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,662 shares; 2025Q1: 4,644 shares; 2025Q2: 3,614 shares; 2025Q3: 3,614 shares; 2025Q4: 4,289 shares; 2026Q1: 4,295 shares; 2026Q2: 21,647 shares; 2026Q3: 22,202 shares 22,202 $2.06M 0.18% +555 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,855 shares; 2026Q3: 20,747 shares 20,747 $2.04M 0.18% +1,892 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,309 shares; 2026Q1: 48,985 shares; 2026Q2: 49,577 shares; 2026Q3: 57,172 shares 57,172 $2.04M 0.18% +7,595 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,048 shares; 2025Q1: 102,103 shares; 2025Q2: 102,167 shares; 2025Q3: 102,167 shares; 2025Q4: 102,308 shares; 2026Q1: 102,373 shares; 2026Q2: 102,436 shares; 2026Q3: 102,498 shares 102,498 $2.03M 0.18% +62 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,094 shares; 2025Q1: 46,304 shares; 2025Q2: 47,356 shares; 2025Q3: 47,356 shares; 2025Q4: 8,796 shares; 2026Q1: 56,332 shares; 2026Q2: 59,294 shares; 2026Q3: 92,150 shares 92,150 $2.01M 0.18% +32,856 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,716 shares; 2025Q1: 4,302 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 5,507 shares; 2026Q1: 5,810 shares; 2026Q2: 5,485 shares; 2026Q3: 5,580 shares 5,580 $1.96M 0.17% +95 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,968 shares; 2025Q2: 19,510 shares; 2025Q3: 19,510 shares; 2025Q4: 15,810 shares; 2026Q1: 17,868 shares; 2026Q2: 18,730 shares; 2026Q3: 18,717 shares 18,717 $1.95M 0.17% -13 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,579 shares; 2026Q2: 27,876 shares; 2026Q3: 31,817 shares 31,817 $1.93M 0.17% +3,941 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,462 shares 22,462 $1.92M 0.17% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,712 shares; 2025Q1: 37,460 shares; 2025Q2: 38,271 shares; 2025Q3: 38,271 shares; 2025Q4: 5,423 shares; 2026Q1: 33,621 shares; 2026Q2: 33,607 shares; 2026Q3: 38,469 shares 38,469 $1.88M 0.17% +4,862 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,641 shares; 2026Q2: 77,924 shares; 2026Q3: 72,282 shares 72,282 $1.87M 0.17% -5,642 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares; 2026Q1: 23,250 shares; 2026Q2: 23,726 shares; 2026Q3: 27,921 shares 27,921 $1.81M 0.16% +4,195 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,258 shares; 2026Q1: 49,022 shares; 2026Q2: 49,086 shares; 2026Q3: 58,549 shares 58,549 $1.8M 0.16% +9,463 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,099 shares; 2025Q1: 29,948 shares; 2025Q2: 29,670 shares; 2025Q3: 29,670 shares; 2025Q4: 25,212 shares; 2026Q1: 27,135 shares; 2026Q2: 26,692 shares; 2026Q3: 27,995 shares 27,995 $1.8M 0.16% +1,303 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,457 shares; 2025Q1: 58,713 shares; 2025Q2: 60,533 shares; 2025Q3: 60,533 shares; 2025Q4: 11,409 shares; 2026Q1: 66,743 shares; 2026Q2: 67,514 shares; 2026Q3: 78,917 shares 78,917 $1.79M 0.16% +11,403 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,111 shares; 2026Q1: 35,214 shares; 2026Q2: 47,185 shares; 2026Q3: 55,097 shares 55,097 $1.77M 0.16% +7,912 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; 2024Q4: 680 shares; 2025Q1: 617 shares; 2025Q2: 20,618 shares; 2025Q3: 618 shares; 2025Q4: 604 shares; 2026Q1: 653 shares; 2026Q2: 609 shares; 2026Q3: 1,526 shares 1,526 $1.77M 0.16% +917 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,957 shares; 2025Q1: 30,153 shares; 2025Q2: 32,318 shares; 2025Q3: 32,318 shares; 2025Q4: 31,562 shares; 2026Q1: 32,897 shares; 2026Q2: 32,232 shares; 2026Q3: 34,352 shares 34,352 $1.71M 0.15% +2,120 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,610 shares; 2025Q1: 14,480 shares; 2025Q2: 15,412 shares; 2025Q3: 15,412 shares; 2025Q4: 3,739 shares; 2026Q1: 15,443 shares; 2026Q2: 15,837 shares; 2026Q3: 18,178 shares 18,178 $1.7M 0.15% +2,341 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,460 shares; 2026Q2: 26,820 shares; 2026Q3: 31,006 shares 31,006 $1.68M 0.15% +4,186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,428 shares; 2025Q1: 6,428 shares; 2025Q2: 6,428 shares; 2025Q3: 6,428 shares; 2025Q4: 6,428 shares; 2026Q1: 6,143 shares; 2026Q2: 6,114 shares; 2026Q3: 5,914 shares 5,914 $1.64M 0.15% -200 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,863 shares; 2026Q1: 33,186 shares; 2026Q2: 40,313 shares; 2026Q3: 49,244 shares 49,244 $1.61M 0.14% +8,931 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,812 shares; 2025Q1: 5,717 shares; 2025Q2: 5,717 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares; 2026Q1: 5,719 shares; 2026Q2: 5,719 shares; 2026Q3: 5,719 shares 5,719 $1.55M 0.14% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,080 shares; 2025Q3: 19,080 shares; 2025Q4: 19,107 shares; 2026Q1: 19,107 shares; 2026Q2: 19,107 shares; 2026Q3: 19,107 shares 19,107 $1.53M 0.14% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,000 shares; 2025Q1: 38,000 shares; 2025Q2: 15,034 shares; 2025Q3: 38,000 shares; 2025Q4: 128,700 shares; 2026Q1: 124,924 shares; 2026Q2: 148,700 shares; 2026Q3: 148,700 shares 148,700 $1.51M 0.13% 0 Timeline BRK-A 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.13% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,995 shares; 2026Q1: 5,999 shares; 2026Q2: 5,999 shares; 2026Q3: 5,999 shares 5,999 $1.45M 0.13% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,570 shares 26,570 $1.43M 0.13% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,483 shares; 2025Q1: 7,364 shares; 2025Q2: 7,854 shares; 2025Q3: 7,854 shares; 2025Q4: 8,336 shares; 2026Q1: 8,432 shares; 2026Q2: 9,057 shares; 2026Q3: 9,760 shares 9,760 $1.33M 0.12% +703 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,110 shares; 2025Q1: 4,260 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,877 shares; 2026Q1: 3,897 shares; 2026Q2: 3,900 shares; 2026Q3: 3,900 shares 3,900 $1.32M 0.12% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,958 shares; 2025Q1: 61,158 shares; 2025Q2: 359,280 shares; 2025Q3: 359,280 shares; 2025Q4: 122,863 shares; 2026Q1: 158,262 shares; 2026Q2: 152,667 shares; 2026Q3: 152,547 shares 152,547 $1.31M 0.12% -120 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 7,180 shares; 2025Q3: 7,180 shares; 2025Q4: 7,130 shares; 2026Q1: 7,130 shares; 2026Q2: 7,130 shares; 2026Q3: 7,130 shares 7,130 $1.31M 0.12% 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; 2024Q4: 18,998 shares; 2025Q1: 19,273 shares; 2025Q2: 19,278 shares; 2025Q3: 19,278 shares; 2025Q4: 19,188 shares; 2026Q1: 19,136 shares; 2026Q2: 19,140 shares; 2026Q3: 19,144 shares 19,144 $1.3M 0.12% +4 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,083 shares 26,083 $1.3M 0.12% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares; 2026Q1: 4,734 shares; 2026Q2: 4,733 shares; 2026Q3: 6,327 shares 6,327 $1.23M 0.11% +1,594 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,151 shares 1,151 $1.23M 0.11% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 30,000 shares; 2026Q2: 32,500 shares; 2026Q3: 32,500 shares 32,500 $1.22M 0.11% 0 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,717 shares; 2025Q1: 45,735 shares; 2025Q2: 45,991 shares; 2025Q3: 45,991 shares; 2025Q4: 46,434 shares; 2026Q1: 41,640 shares; 2026Q2: 41,805 shares; 2026Q3: 41,971 shares 41,971 $1.21M 0.11% +166 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,797 shares; 2025Q1: 11,797 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares; 2025Q4: 11,717 shares; 2026Q1: 11,720 shares; 2026Q2: 11,720 shares; 2026Q3: 11,717 shares 11,717 $1.19M 0.11% -3 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 892 shares; 2026Q1: 2,544 shares; 2026Q2: 2,539 shares; 2026Q3: 2,917 shares 2,917 $1.18M 0.11% +378 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,080 shares; 2025Q1: 2,001 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,543 shares; 2026Q1: 2,678 shares; 2026Q2: 3,093 shares; 2026Q3: 3,272 shares 3,272 $1.18M 0.1% +179 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,988 shares; 2026Q1: 26,988 shares; 2026Q2: 26,988 shares; 2026Q3: 26,988 shares 26,988 $1.17M 0.1% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,450 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,460 shares; 2026Q1: 6,460 shares; 2026Q2: 6,460 shares; 2026Q3: 6,460 shares 6,460 $1.1M 0.1% 0 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; 2024Q4: 1,380 shares; 2025Q1: 2,090 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,652 shares; 2026Q1: 2,230 shares; 2026Q2: 2,682 shares; 2026Q3: 2,817 shares 2,817 $1.07M 0.1% +135 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,370 shares; 2026Q1: 12,370 shares; 2026Q2: 12,370 shares; 2026Q3: 12,330 shares 12,330 $1.07M 0.1% -40 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,940 shares; 2025Q1: 43,984 shares; 2025Q2: 44,035 shares; 2025Q3: 44,035 shares; 2025Q4: 44,140 shares; 2026Q1: 44,192 shares; 2026Q2: 44,238 shares; 2026Q3: 44,225 shares 44,225 $1.05M 0.09% -13 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,931 shares; 2026Q1: 19,885 shares; 2026Q2: 19,885 shares; 2026Q3: 19,285 shares 19,285 $1.02M 0.09% -600 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares; 2026Q3: 5,800 shares 5,800 $969K 0.09% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,067 shares; 2025Q1: 23,217 shares; 2025Q2: 23,159 shares; 2025Q3: 23,159 shares; 2025Q4: 12,202 shares; 2026Q1: 17,680 shares; 2026Q2: 12,122 shares; 2026Q3: 10,517 shares 10,517 $964K 0.09% -1,605 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,465 shares; 2025Q1: 10,538 shares; 2025Q2: 10,538 shares; 2025Q3: 10,538 shares; 2025Q4: 10,029 shares; 2026Q1: 10,050 shares; 2026Q2: 10,050 shares; 2026Q3: 10,017 shares 10,017 $947K 0.08% -33 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,030 shares; 2026Q2: 26,030 shares; 2026Q3: 36,875 shares 36,875 $936K 0.08% +10,845 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,052 shares; 2025Q1: 6,845 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 15,130 shares; 2026Q1: 15,493 shares; 2026Q2: 15,665 shares; 2026Q3: 16,316 shares 16,316 $902K 0.08% +651 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 11,500 shares; 2026Q3: 12,000 shares 12,000 $896K 0.08% +500 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,159 shares; 2026Q1: 8,995 shares; 2026Q2: 8,995 shares; 2026Q3: 9,495 shares 9,495 $889K 0.08% +500 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,110 shares; 2025Q1: 3,100 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,250 shares; 2026Q1: 3,273 shares; 2026Q2: 3,273 shares; 2026Q3: 3,274 shares 3,274 $856K 0.08% +1 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,935 shares; 2026Q1: 70,537 shares; 2026Q2: 70,563 shares; 2026Q3: 70,474 shares 70,474 $839K 0.07% -89 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares; 2026Q3: 2,217 shares 2,217 $790K 0.07% -3 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,955 shares; 2026Q1: 84,567 shares; 2026Q2: 86,049 shares; 2026Q3: 86,049 shares 86,049 $782K 0.07% 0 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; 2024Q4: 690 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 813 shares; 2026Q1: 838 shares; 2026Q2: 838 shares; 2026Q3: 830 shares 830 $756K 0.07% -8 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,838 shares; 2025Q1: 5,838 shares; 2025Q2: 5,838 shares; 2025Q3: 5,838 shares; 2025Q4: 5,656 shares; 2026Q1: 5,657 shares; 2026Q2: 5,038 shares; 2026Q3: 6,397 shares 6,397 $753K 0.07% +1,359 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; 2024Q4: 38,835 shares; 2025Q1: 36,429 shares; 2025Q2: 35,244 shares; 2025Q3: 35,244 shares; 2025Q4: 31,437 shares; 2026Q1: 8,755 shares; 2026Q2: 8,755 shares; 2026Q3: 6,745 shares 6,745 $726K 0.06% -2,010 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,224 shares; 2025Q1: 127,552 shares; 2025Q2: 127,552 shares; 2025Q3: 127,552 shares; 2025Q4: 127,552 shares; 2026Q1: 127,783 shares; 2026Q2: 127,552 shares; 2026Q3: 127,552 shares 127,552 $714K 0.06% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,074 shares; 2025Q1: 7,358 shares; 2025Q2: 8,185 shares; 2025Q3: 8,185 shares; 2025Q4: 8,602 shares; 2026Q1: 8,898 shares; 2026Q2: 8,954 shares; 2026Q3: 9,468 shares 9,468 $661K 0.06% +514 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; 2024Q4: 1,970 shares; 2025Q1: 1,580 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 2,660 shares; 2026Q1: 2,556 shares; 2026Q2: 2,454 shares; 2026Q3: 2,199 shares 2,199 $626K 0.06% -255 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,810 shares; 2025Q1: 2,830 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,910 shares; 2026Q1: 2,935 shares; 2026Q2: 2,964 shares; 2026Q3: 2,998 shares 2,998 $608K 0.05% +34 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 5,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares; 2026Q2: 2,884 shares; 2026Q3: 2,884 shares 2,884 $604K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,520 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares; 2026Q3: 1,523 shares 1,523 $602K 0.05% -1 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,245 shares; 2025Q3: 19,245 shares; 2025Q4: 19,245 shares; 2026Q1: 19,245 shares; 2026Q2: 19,245 shares; 2026Q3: 19,245 shares 19,245 $586K 0.05% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: not reported; 2026Q1: 10,906 shares; 2026Q2: 10,906 shares; 2026Q3: 11,288 shares 11,288 $570K 0.05% +382 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares; 2026Q3: 1,601 shares 1,601 $568K 0.05% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 589 shares 589 $560K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,882 shares; 2026Q1: 2,635 shares; 2026Q2: 2,835 shares; 2026Q3: 2,935 shares 2,935 $549K 0.05% +100 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,204 shares; 2026Q1: 2,677 shares; 2026Q2: 2,497 shares; 2026Q3: 5,091 shares 5,091 $529K 0.05% +2,594 Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,040 shares; 2026Q1: 12,715 shares; 2026Q2: 12,720 shares; 2026Q3: 13,220 shares 13,220 $517K 0.05% +500 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,038 shares; 2025Q1: 7,038 shares; 2025Q2: 7,038 shares; 2025Q3: 7,038 shares; 2025Q4: 7,038 shares; 2026Q1: 7,038 shares; 2026Q2: 7,038 shares; 2026Q3: 7,038 shares 7,038 $513K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 751 shares; 2025Q1: 727 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 688 shares; 2026Q1: 885 shares; 2026Q2: 758 shares; 2026Q3: 758 shares 758 $512K 0.05% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,556 shares; 2026Q2: 6,556 shares; 2026Q3: 5,871 shares 5,871 $508K 0.05% -685 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,771 shares; 2025Q1: 4,465 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 8,560 shares; 2026Q1: not reported; 2026Q2: 8,222 shares; 2026Q3: 8,222 shares 8,222 $506K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares; 2026Q2: 4,728 shares; 2026Q3: 6,352 shares 6,352 $498K 0.04% +1,624 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,821 shares 1,821 $482K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,281 shares; 2026Q2: 1,021 shares; 2026Q3: 1,021 shares 1,021 $466K 0.04% 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; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 509 shares; 2026Q2: 509 shares; 2026Q3: 509 shares 509 $434K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,008 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,933 shares; 2026Q1: 3,100 shares; 2026Q2: 2,928 shares; 2026Q3: 3,099 shares 3,099 $425K 0.04% +171 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,260 shares; 2025Q1: 4,090 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares; 2026Q2: 2,375 shares; 2026Q3: 2,467 shares 2,467 $425K 0.04% +92 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,420 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $418K 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,288 shares; 2026Q2: 1,463 shares; 2026Q3: 1,463 shares 1,463 $417K 0.04% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 661 shares 661 $413K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 646 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 678 shares; 2026Q2: 678 shares; 2026Q3: 401 shares 401 $401K 0.04% -277 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,155 shares; 2026Q2: 3,155 shares; 2026Q3: 3,155 shares 3,155 $395K 0.04% 0 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; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 4,924 shares; 2026Q2: 4,924 shares; 2026Q3: 4,924 shares 4,924 $394K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,546 shares; 2026Q1: 2,555 shares; 2026Q2: 3,596 shares; 2026Q3: 2,560 shares 2,560 $394K 0.04% -1,036 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,792 shares; 2025Q1: 5,805 shares; 2025Q2: 5,818 shares; 2025Q3: 5,818 shares; 2025Q4: 5,845 shares; 2026Q1: 5,858 shares; 2026Q2: 5,870 shares; 2026Q3: 5,881 shares 5,881 $389K 0.03% +11 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 723 shares; 2025Q1: 690 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 3,521 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,834 shares 2,834 $380K 0.03% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,909 shares 2,909 $359K 0.03% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,972 shares; 2025Q1: 3,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares; 2026Q2: 2,272 shares; 2026Q3: 2,272 shares 2,272 $358K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares; 2026Q3: 2,810 shares 2,810 $346K 0.03% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,493 shares; 2025Q1: 11,458 shares; 2025Q2: 11,009 shares; 2025Q3: 11,009 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares; 2026Q2: 3,501 shares; 2026Q3: 3,411 shares 3,411 $345K 0.03% -90 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,608 shares; 2025Q1: 22,338 shares; 2025Q2: 22,338 shares; 2025Q3: 22,338 shares; 2025Q4: 22,338 shares; 2026Q1: 23,871 shares; 2026Q2: 23,871 shares; 2026Q3: 23,891 shares 23,891 $344K 0.03% +20 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,263 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,303 shares; 2026Q1: 1,312 shares; 2026Q2: 751 shares; 2026Q3: 622 shares 622 $343K 0.03% -129 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,659 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,801 shares; 2026Q2: 1,627 shares; 2026Q3: 2,704 shares 2,704 $343K 0.03% +1,077 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares; 2026Q2: 3,606 shares; 2026Q3: 3,606 shares 3,606 $332K 0.03% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,110 shares; 2025Q1: 10,552 shares; 2025Q2: 12,599 shares; 2025Q3: 12,599 shares; 2025Q4: 11,928 shares; 2026Q1: 2,796 shares; 2026Q2: 2,762 shares; 2026Q3: 1,788 shares 1,788 $329K 0.03% -974 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: not reported; 2026Q1: 623 shares; 2026Q2: 323 shares; 2026Q3: 310 shares 310 $328K 0.03% -13 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,032 shares; 2026Q2: 3,032 shares; 2026Q3: 3,032 shares 3,032 $323K 0.03% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,474 shares; 2026Q2: 5,474 shares; 2026Q3: 5,474 shares 5,474 $318K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares; 2026Q1: 1,377 shares; 2026Q2: 1,378 shares; 2026Q3: 1,418 shares 1,418 $316K 0.03% +40 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares; 2026Q3: 6,000 shares 6,000 $314K 0.03% +2,000 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,164 shares; 2026Q1: not reported; 2026Q2: 887 shares; 2026Q3: 787 shares 787 $313K 0.03% -100 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; 2024Q4: 6,850 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,142 shares; 2026Q2: 3,142 shares; 2026Q3: 3,142 shares 3,142 $307K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,276 shares 6,276 $305K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,267 shares; 2025Q1: 5,281 shares; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 5,330 shares; 2026Q1: 5,346 shares; 2026Q2: 5,363 shares; 2026Q3: 5,380 shares 5,380 $303K 0.03% +17 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,606 shares; 2026Q1: 5,441 shares; 2026Q2: 5,468 shares; 2026Q3: 1,935 shares 1,935 $300K 0.03% -3,533 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares; 2025Q4: 5,326 shares; 2026Q1: 5,326 shares; 2026Q2: 5,326 shares; 2026Q3: 5,326 shares 5,326 $293K 0.03% 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; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares; 2026Q1: 709 shares; 2026Q2: 709 shares; 2026Q3: 690 shares 690 $291K 0.03% -19 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,770 shares; 2026Q3: 5,992 shares 5,992 $288K 0.03% +1,222 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,526 shares; 2025Q3: 5,526 shares; 2025Q4: 5,526 shares; 2026Q1: 5,536 shares; 2026Q2: 5,526 shares; 2026Q3: 5,526 shares 5,526 $286K 0.03% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,147 shares; 2026Q1: 13,147 shares; 2026Q2: 13,147 shares; 2026Q3: 13,147 shares 13,147 $278K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares; 2026Q1: not reported; 2026Q2: 1,560 shares; 2026Q3: 1,360 shares 1,360 $277K 0.02% -200 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 662 shares 662 $274K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,355 shares 2,355 $272K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,380 shares; 2026Q1: not reported; 2026Q2: 10,018 shares; 2026Q3: 9,624 shares 9,624 $269K 0.02% -394 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,264 shares 2,264 $269K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares; 2026Q3: 525 shares 525 $268K 0.02% 0 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares; 2026Q3: 2,086 shares 2,086 $266K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 146 shares 146 $265K 0.02% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,409 shares; 2026Q1: 10,409 shares; 2026Q2: 10,409 shares; 2026Q3: 10,409 shares 10,409 $257K 0.02% 0 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; 2024Q4: 2,501 shares; 2025Q1: 2,141 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 977 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 895 shares 895 $255K 0.02% -5 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 892 shares 892 $255K 0.02% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,129 shares; 2025Q1: 92,317 shares; 2025Q2: 62,676 shares; 2025Q3: 62,676 shares; 2025Q4: 15,105 shares; 2026Q1: 14,972 shares; 2026Q2: 13,372 shares; 2026Q3: 12,832 shares 12,832 $248K 0.02% -540 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,800 shares; 2026Q3: 5,800 shares 5,800 $247K 0.02% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares; 2026Q3: 790 shares 790 $247K 0.02% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,273 shares 4,273 $247K 0.02% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,027 shares; 2025Q1: 7,695 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 4,040 shares; 2026Q1: 3,841 shares; 2026Q2: 4,526 shares; 2026Q3: 4,286 shares 4,286 $247K 0.02% -240 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,445 shares; 2025Q1: 2,454 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,482 shares; 2026Q1: 2,493 shares; 2026Q2: 2,501 shares; 2026Q3: 2,509 shares 2,509 $244K 0.02% +8 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,853 shares; 2025Q1: 18,494 shares; 2025Q2: 17,227 shares; 2025Q3: 17,227 shares; 2025Q4: 15,471 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares; 2026Q3: 2,130 shares 2,130 $243K 0.02% -1,170 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,930 shares; 2026Q1: 8,941 shares; 2026Q2: 8,941 shares; 2026Q3: 8,941 shares 8,941 $240K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 863 shares 863 $240K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares; 2026Q3: 640 shares 640 $240K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,415 shares; 2026Q3: 2,830 shares 2,830 $239K 0.02% +1,415 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,553 shares; 2026Q1: 2,851 shares; 2026Q2: not reported; 2026Q3: 3,456 shares 3,456 $237K 0.02% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,619 shares 1,619 $231K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: not reported; 2026Q1: 829 shares; 2026Q2: not reported; 2026Q3: 827 shares 827 $222K 0.02% new Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,736 shares; 2026Q2: not reported; 2026Q3: 7,293 shares 7,293 $219K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,104 shares; 2026Q3: 2,060 shares 2,060 $218K 0.02% -44 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,073 shares 1,073 $215K 0.02% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,122 shares 12,122 $213K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,764 shares; 2025Q1: 7,766 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: not reported; 2026Q1: 4,099 shares; 2026Q2: 4,102 shares; 2026Q3: 4,105 shares 4,105 $213K 0.02% +3 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 947 shares 947 $209K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: 722 shares; 2026Q2: not reported; 2026Q3: 754 shares 754 $208K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 744 shares 744 $205K 0.02% new Timeline SHAZ SHARONAI HOLDINGS INC More: the full row for SHARONAI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,750 shares 3,750 $205K 0.02% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,243 shares 11,243 $204K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,928 shares 2,928 $204K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,738 shares 11,738 $200K 0.02% new Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,513 shares; 2026Q2: 28,105 shares; 2026Q3: 28,105 shares 28,105 $186K 0.02% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,740 shares; 2025Q3: 166,740 shares; 2025Q4: 10,415 shares; 2026Q1: 12,215 shares; 2026Q2: 12,215 shares; 2026Q3: 12,215 shares 12,215 $154K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,200 shares; 2025Q3: 174,200 shares; 2025Q4: 10,750 shares; 2026Q1: 12,750 shares; 2026Q2: 12,750 shares; 2026Q3: 12,750 shares 12,750 $134K 0.01% 0 Timeline SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares; 2026Q3: 100,000 shares 100,000 $113K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,653 shares; 2025Q1: 11,653 shares; 2025Q2: 11,653 shares; 2025Q3: 11,653 shares; 2025Q4: 11,653 shares; 2026Q1: 11,653 shares; 2026Q2: 11,653 shares; 2026Q3: 11,653 shares 11,653 $79.5K 0.01% 0 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,989 shares; 2025Q1: 11,989 shares; 2025Q2: 11,989 shares; 2025Q3: 11,989 shares; 2025Q4: 11,989 shares; 2026Q1: 11,989 shares; 2026Q2: 11,989 shares; 2026Q3: 11,989 shares 11,989 $39.1K <0.01% 0 Timeline