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Transamerica Financial Advisors, LLC

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13F filer, CIK 1502149, CEDAR RAPIDS, IA

Transamerica Financial Advisors, LLC reported $1,205,096,635 across 1,601 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 37.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001502149-25-000029

Period
2025-09-30
Reported value
$1.21B
Holdings
1,601
Top 10 weight
37.11%
New
1,042
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PEZadded+135,937$13.7M
APHnew+39,637$4.91M
TKOnew+22,189$4.48M
TLTadded+41,888$3.74M
NVDAadded+18,242$3.4M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TUGreduced-494,367-$19.4M
PUIreduced-328,692-$15.1M
SHYreduced-145,179-$12M
BKRreduced-101,925-$4.97M
CMGreduced-74,246-$2.91M

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

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001502149-25-000029, largest first. % of portfolio is the value over $1,205,096,635, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TUGLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058,693 shares; 2024Q4: 4,964,662 shares; 2025Q1: 4,860,603 shares; 2025Q2: 4,774,805 shares; 2025Q3: 4,280,438 shares 4,280,438$168M13.93%-494,367Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,950 shares; 2024Q4: 249,639 shares; 2025Q1: 263,760 shares; 2025Q2: 254,442 shares; 2025Q3: 255,588 shares 255,588$78.7M6.53%+1,146Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,512 shares; 2024Q4: 60,754 shares; 2025Q1: 62,451 shares; 2025Q2: 65,039 shares; 2025Q3: 65,619 shares 65,619$39.4M3.27%+580Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,435 shares; 2024Q4: 425,403 shares; 2025Q1: 451,306 shares; 2025Q2: 447,232 shares; 2025Q3: 451,490 shares 451,490$33.6M2.79%+4,258Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,894 shares; 2024Q4: 76,674 shares; 2025Q1: 81,138 shares; 2025Q2: 80,339 shares; 2025Q3: 80,709 shares 80,709$23.7M1.97%+370Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,707 shares; 2024Q4: 344,194 shares; 2025Q1: 366,990 shares; 2025Q2: 369,846 shares; 2025Q3: 388,403 shares 388,403$23.3M1.93%+18,557Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,277 shares; 2024Q4: 815,335 shares; 2025Q1: 839,437 shares; 2025Q2: 868,268 shares; 2025Q3: 876,688 shares 876,688$23.1M1.92%+8,420Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,023 shares; 2024Q4: 73,766 shares; 2025Q1: 75,824 shares; 2025Q2: 78,957 shares; 2025Q3: 79,656 shares 79,656$19.7M1.63%+699Timeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,079 shares; 2024Q4: 117,640 shares; 2025Q1: 120,835 shares; 2025Q2: 116,606 shares; 2025Q3: 111,380 shares 111,380$19.2M1.6%-5,226Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,629 shares; 2024Q4: 147,875 shares; 2025Q1: 155,866 shares; 2025Q2: 157,544 shares; 2025Q3: 157,533 shares 157,533$18.7M1.55%-11Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,637 shares; 2024Q4: 81,451 shares; 2025Q1: 79,210 shares; 2025Q2: 78,565 shares; 2025Q3: 96,807 shares 96,807$18.1M1.5%+18,242Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,769 shares; 2024Q4: 248,394 shares; 2025Q1: 255,095 shares; 2025Q2: 222,809 shares; 2025Q3: 212,673 shares 212,673$15.9M1.32%-10,136Timeline
PFIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,587 shares; 2024Q4: 282,778 shares; 2025Q1: 292,323 shares; 2025Q2: 281,793 shares; 2025Q3: 269,825 shares 269,825$15.6M1.3%-11,968Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,653 shares; 2024Q4: 372,948 shares; 2025Q1: 396,610 shares; 2025Q2: 392,484 shares; 2025Q3: 394,242 shares 394,242$15M1.24%+1,758Timeline
PEZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,405 shares; 2024Q4: 152,339 shares; 2025Q1: 156,636 shares; 2025Q2: 601 shares; 2025Q3: 136,538 shares 136,538$13.7M1.14%+135,937Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,405 shares; 2024Q4: 36,933 shares; 2025Q1: 36,921 shares; 2025Q2: 294,092 shares; 2025Q3: 299,309 shares 299,309$12.6M1.05%+5,217Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,264 shares; 2024Q4: 19,435 shares; 2025Q1: 18,569 shares; 2025Q2: 18,508 shares; 2025Q3: 23,822 shares 23,822$12.3M1.02%+5,314Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,468 shares; 2024Q4: 44,412 shares; 2025Q1: 44,614 shares; 2025Q2: 40,553 shares; 2025Q3: 41,937 shares 41,937$11.8M0.98%+1,384Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,667 shares; 2024Q4: 36,526 shares; 2025Q1: 35,637 shares; 2025Q2: 34,019 shares; 2025Q3: 46,318 shares 46,318$11.8M0.98%+12,299Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,319 shares; 2024Q4: 71,746 shares; 2025Q1: 79,239 shares; 2025Q2: 100,204 shares; 2025Q3: 118,105 shares 118,105$11.4M0.95%+17,901Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 106 shares; 2025Q1: 20,565 shares; 2025Q2: 25,781 shares; 2025Q3: 31,272 shares 31,272$10.3M0.86%+5,491Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 13,587 shares; 2025Q1: 14,233 shares; 2025Q2: 13,995 shares; 2025Q3: 15,339 shares 15,339$10.3M0.85%+1,344Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,073 shares; 2024Q4: 178,934 shares; 2025Q1: 190,445 shares; 2025Q2: 191,672 shares; 2025Q3: 201,219 shares 201,219$9.95M0.83%+9,547Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 12,043 shares; 2025Q1: 11,693 shares; 2025Q2: 11,568 shares; 2025Q3: 13,522 shares 13,522$9.93M0.82%+1,954Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,699 shares; 2024Q4: 122,031 shares; 2025Q1: 122,652 shares; 2025Q2: 124,144 shares; 2025Q3: 118,616 shares 118,616$9.29M0.77%-5,528Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,959 shares; 2025Q1: 60,528 shares; 2025Q2: 63,085 shares; 2025Q3: 63,520 shares 63,520$9.26M0.77%+435Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 28,767 shares; 2025Q1: 29,568 shares; 2025Q2: 31,117 shares; 2025Q3: 31,392 shares 31,392$9.22M0.77%+275Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,022 shares; 2024Q4: 316,547 shares; 2025Q1: 335,471 shares; 2025Q2: 329,841 shares; 2025Q3: 332,489 shares 332,489$8.96M0.74%+2,648Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,276 shares; 2024Q4: 31,420 shares; 2025Q1: 31,157 shares; 2025Q2: 30,480 shares; 2025Q3: 36,503 shares 36,503$8.87M0.74%+6,023Timeline
SEPQLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,187 shares; 2024Q4: 377,265 shares; 2025Q1: 358,276 shares; 2025Q2: 362,488 shares; 2025Q3: 333,765 shares 333,765$8.68M0.72%-28,723Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,999 shares; 2024Q4: 174,299 shares; 2025Q1: 186,842 shares; 2025Q2: 189,710 shares; 2025Q3: 190,534 shares 190,534$8.67M0.72%+824Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 9,940 shares; 2025Q1: 9,724 shares; 2025Q2: 9,334 shares; 2025Q3: 9,630 shares 9,630$7.67M0.64%+296Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,901 shares; 2024Q4: 29,087 shares; 2025Q1: 28,313 shares; 2025Q2: 27,462 shares; 2025Q3: 34,333 shares 34,333$7.54M0.63%+6,871Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,303 shares; 2024Q4: 86,818 shares; 2025Q1: 91,876 shares; 2025Q2: 91,994 shares; 2025Q3: 97,126 shares 97,126$7.43M0.62%+5,132Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,313 shares; 2025Q1: 4,684 shares; 2025Q2: 5,000 shares; 2025Q3: 6,153 shares 6,153$7.38M0.61%+1,153Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,771 shares; 2024Q4: 86,275 shares; 2025Q1: 92,004 shares; 2025Q2: 88,381 shares; 2025Q3: 89,512 shares 89,512$7.15M0.59%+1,131Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 19,033 shares; 2025Q1: 18,244 shares; 2025Q2: 17,970 shares; 2025Q3: 18,114 shares 18,114$6.78M0.56%+144Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,509 shares; 2024Q4: 114,512 shares; 2025Q1: 114,100 shares; 2025Q2: 113,302 shares; 2025Q3: 123,430 shares 123,430$6.65M0.55%+10,128Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,789 shares; 2024Q4: 46,567 shares; 2025Q1: 46,184 shares; 2025Q2: 44,264 shares; 2025Q3: 45,542 shares 45,542$6.58M0.55%+1,278Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,233 shares; 2024Q4: 57,638 shares; 2025Q1: 55,073 shares; 2025Q2: 44,667 shares; 2025Q3: 31,831 shares 31,831$6.25M0.52%-12,836Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,264 shares; 2024Q4: 17,785 shares; 2025Q1: 17,560 shares; 2025Q2: 16,842 shares; 2025Q3: 18,164 shares 18,164$6.2M0.51%+1,322Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,253 shares; 2024Q4: 83,874 shares; 2025Q1: 89,589 shares; 2025Q2: 90,964 shares; 2025Q3: 91,470 shares 91,470$6.15M0.51%+506Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 15,291 shares; 2025Q1: 15,360 shares; 2025Q2: 14,743 shares; 2025Q3: 14,778 shares 14,778$5.99M0.5%+35Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,604 shares; 2025Q1: 6,539 shares; 2025Q2: 6,419 shares; 2025Q3: 6,444 shares 6,444$5.93M0.49%+25Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 33,125 shares; 2025Q1: 31,567 shares; 2025Q2: 40,355 shares; 2025Q3: 40,930 shares 40,930$5.8M0.48%+575Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,060 shares; 2024Q4: 7,846 shares; 2025Q1: 6,991 shares; 2025Q2: 5,916 shares; 2025Q3: 6,264 shares 6,264$5.8M0.48%+348Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,546 shares; 2024Q4: 59,883 shares; 2025Q1: 58,767 shares; 2025Q2: 57,048 shares; 2025Q3: 56,766 shares 56,766$5.54M0.46%-282Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 3,493 shares; 2025Q1: 3,473 shares; 2025Q2: 49,913 shares; 2025Q3: 49,751 shares 49,751$5.36M0.45%-162Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,751 shares; 2025Q3: 188,984 shares 188,984$5.25M0.44%+1,233Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,737 shares; 2025Q2: 51,587 shares; 2025Q3: 53,069 shares 53,069$5.2M0.43%+1,482Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 20,265 shares; 2025Q1: 19,770 shares; 2025Q2: 19,169 shares; 2025Q3: 18,867 shares 18,867$5.17M0.43%-302Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,529 shares; 2025Q1: 7,043 shares; 2025Q2: 6,751 shares; 2025Q3: 6,804 shares 6,804$5.16M0.43%+53Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,703 shares; 2024Q4: 39,529 shares; 2025Q1: 40,414 shares; 2025Q2: 40,330 shares; 2025Q3: 41,822 shares 41,822$4.95M0.41%+1,492Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 34,537 shares; 2025Q3: 33,208 shares 33,208$4.93M0.41%-1,329Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,637 shares 39,637$4.91M0.41%newTimeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 19,189 shares; 2025Q1: 18,968 shares; 2025Q2: 15,125 shares; 2025Q3: 15,738 shares 15,738$4.87M0.4%+613Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 11,250 shares; 2025Q1: 10,932 shares; 2025Q2: 10,721 shares; 2025Q3: 10,849 shares 10,849$4.85M0.4%+128Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,136 shares; 2024Q4: 23,512 shares; 2025Q1: 23,175 shares; 2025Q2: 22,313 shares; 2025Q3: 22,850 shares 22,850$4.69M0.39%+537Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,132 shares; 2024Q4: 118,890 shares; 2025Q1: 117,351 shares; 2025Q2: 114,737 shares; 2025Q3: 113,681 shares 113,681$4.61M0.38%-1,056Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,513 shares; 2025Q2: 71,799 shares; 2025Q3: 72,773 shares 72,773$4.61M0.38%+974Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,224 shares; 2024Q4: 142,773 shares; 2025Q1: 109,868 shares; 2025Q2: 101,411 shares; 2025Q3: 100,786 shares 100,786$4.6M0.38%-625Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 9,720 shares; 2025Q1: 9,441 shares; 2025Q2: 9,348 shares; 2025Q3: 9,316 shares 9,316$4.6M0.38%-32Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 13,048 shares; 2025Q1: 13,407 shares; 2025Q2: 15,085 shares; 2025Q3: 15,218 shares 15,218$4.53M0.38%+133Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,452 shares; 2024Q4: 63,953 shares; 2025Q1: 67,999 shares; 2025Q2: 66,817 shares; 2025Q3: 67,437 shares 67,437$4.51M0.37%+620Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,189 shares 22,189$4.48M0.37%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 22,728 shares; 2025Q1: 22,002 shares; 2025Q2: 21,935 shares; 2025Q3: 21,592 shares 21,592$4.4M0.36%-343Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,890 shares; 2025Q3: 90,692 shares 90,692$4.39M0.36%+33,802Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 7,370 shares; 2025Q1: 7,189 shares; 2025Q2: 6,924 shares; 2025Q3: 6,815 shares 6,815$4.3M0.36%-109Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 8,952 shares; 2025Q1: 8,760 shares; 2025Q2: 8,435 shares; 2025Q3: 8,356 shares 8,356$3.98M0.33%-79Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 8,487 shares; 2025Q3: 8,590 shares 8,590$3.93M0.33%+103Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,921 shares; 2024Q4: 50,024 shares; 2025Q1: 50,365 shares; 2025Q2: 50,311 shares; 2025Q3: 51,062 shares 51,062$3.84M0.32%+751Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,481 shares; 2024Q4: 930 shares; 2025Q1: 42,690 shares; 2025Q2: 682 shares; 2025Q3: 42,570 shares 42,570$3.8M0.32%+41,888Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,095 shares; 2024Q4: 16,913 shares; 2025Q1: 17,716 shares; 2025Q2: 17,428 shares; 2025Q3: 17,496 shares 17,496$3.78M0.31%+68Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,308 shares; 2024Q4: 53,102 shares; 2025Q1: 53,393 shares; 2025Q2: 47,436 shares; 2025Q3: 45,634 shares 45,634$3.77M0.31%-1,802Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 36,015 shares; 2025Q1: 33,947 shares; 2025Q2: 34,492 shares; 2025Q3: 33,288 shares 33,288$3.7M0.31%-1,204Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,300 shares; 2025Q1: 4,960 shares; 2025Q2: 7,154 shares; 2025Q3: 7,825 shares 7,825$3.66M0.3%+671Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,957 shares; 2025Q3: 20,127 shares 20,127$3.59M0.3%-830Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,033 shares; 2024Q4: 172,418 shares; 2025Q1: 127,308 shares; 2025Q2: 124,701 shares; 2025Q3: 123,480 shares 123,480$3.57M0.3%-1,221Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,988 shares; 2024Q4: 55,882 shares; 2025Q1: 53,598 shares; 2025Q2: 50,915 shares; 2025Q3: 48,467 shares 48,467$3.56M0.3%-2,448Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,961 shares; 2024Q4: 140,330 shares; 2025Q1: 133,858 shares; 2025Q2: 130,659 shares; 2025Q3: 131,246 shares 131,246$3.54M0.29%+587Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,333 shares; 2024Q4: 28,687 shares; 2025Q1: 26,980 shares; 2025Q2: 27,409 shares; 2025Q3: 30,279 shares 30,279$3.38M0.28%+2,870Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,249 shares 18,249$3.33M0.28%newTimeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,283 shares; 2024Q4: 55,688 shares; 2025Q1: 60,366 shares; 2025Q2: 66,540 shares; 2025Q3: 67,565 shares 67,565$3.23M0.27%+1,025Timeline
JSIJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,848 shares; 2024Q4: 41,176 shares; 2025Q1: 52,026 shares; 2025Q2: 60,818 shares; 2025Q3: 60,738 shares 60,738$3.17M0.26%-80Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,379 shares; 2024Q4: 45,006 shares; 2025Q1: 50,605 shares; 2025Q2: 53,539 shares; 2025Q3: 59,767 shares 59,767$3.05M0.25%+6,228Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,538 shares; 2025Q1: 6,402 shares; 2025Q2: 6,323 shares; 2025Q3: 6,264 shares 6,264$3.04M0.25%-59Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,584 shares; 2024Q4: 49,487 shares; 2025Q1: 51,937 shares; 2025Q2: 51,207 shares; 2025Q3: 51,574 shares 51,574$3.04M0.25%+367Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 7,952 shares; 2025Q1: 7,851 shares; 2025Q2: 7,631 shares; 2025Q3: 7,715 shares 7,715$3.02M0.25%+84Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,420 shares; 2024Q4: 52,314 shares; 2025Q1: 415 shares; 2025Q2: 400 shares; 2025Q3: 32,275 shares 32,275$2.92M0.24%+31,875Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,459 shares; 2024Q4: 14,209 shares; 2025Q1: 20,256 shares; 2025Q2: 20,115 shares; 2025Q3: 20,845 shares 20,845$2.9M0.24%+730Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,610 shares; 2024Q4: 45,732 shares; 2025Q1: 46,862 shares; 2025Q2: 36,323 shares; 2025Q3: 37,091 shares 37,091$2.9M0.24%+768Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 14,863 shares; 2025Q1: 14,915 shares; 2025Q2: 14,704 shares; 2025Q3: 14,808 shares 14,808$2.9M0.24%+104Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,643 shares; 2024Q4: 34,628 shares; 2025Q1: 34,722 shares; 2025Q2: 33,475 shares; 2025Q3: 34,179 shares 34,179$2.9M0.24%+704Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 35,726 shares; 2025Q1: 33,684 shares; 2025Q2: 404 shares; 2025Q3: 29,909 shares 29,909$2.85M0.24%+29,505Timeline
MBSANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,029 shares; 2025Q2: 324,712 shares; 2025Q3: 322,404 shares 322,404$2.81M0.23%-2,308Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,903 shares; 2024Q4: 46,309 shares; 2025Q1: 52,067 shares; 2025Q2: 55,224 shares; 2025Q3: 56,182 shares 56,182$2.8M0.23%+958Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,870 shares; 2024Q4: 22,670 shares; 2025Q1: 25,448 shares; 2025Q2: 27,121 shares; 2025Q3: 27,753 shares 27,753$2.79M0.23%+632Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,445 shares; 2024Q4: 40,752 shares; 2025Q1: 38,429 shares; 2025Q2: 461 shares; 2025Q3: 34,231 shares 34,231$2.78M0.23%+33,770Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,599 shares; 2024Q4: 45,144 shares; 2025Q1: 50,685 shares; 2025Q2: 53,998 shares; 2025Q3: 54,921 shares 54,921$2.76M0.23%+923Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,714 shares; 2024Q4: 24,031 shares; 2025Q1: 24,716 shares; 2025Q2: 28,169 shares; 2025Q3: 30,188 shares 30,188$2.7M0.22%+2,019Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,702 shares; 2024Q4: 52,689 shares; 2025Q1: 50,361 shares; 2025Q2: 49,066 shares; 2025Q3: 48,532 shares 48,532$2.48M0.21%-534Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,988 shares; 2025Q3: 21,764 shares 21,764$2.34M0.19%-224Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,841 shares; 2025Q1: 41,698 shares; 2025Q2: 41,167 shares; 2025Q3: 38,792 shares 38,792$2.3M0.19%-2,375Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 10,780 shares; 2025Q1: 10,272 shares; 2025Q2: 8,742 shares; 2025Q3: 8,159 shares 8,159$2.28M0.19%-583Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,078 shares; 2024Q4: 31,874 shares; 2025Q1: 30,615 shares; 2025Q2: 30,926 shares; 2025Q3: 29,065 shares 29,065$2.27M0.19%-1,861Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 7,524 shares; 2025Q1: 7,578 shares; 2025Q2: 6,658 shares; 2025Q3: 7,170 shares 7,170$2.26M0.19%+512Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 49,410 shares; 2025Q2: 52,422 shares; 2025Q3: 49,742 shares 49,742$2.26M0.19%-2,680Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,015 shares; 2024Q4: 16,321 shares; 2025Q1: 27,188 shares; 2025Q2: 27,060 shares; 2025Q3: 27,420 shares 27,420$2.15M0.18%+360Timeline
FXFINVESCO CURRENCYSHARES SWISSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 9,796 shares; 2025Q1: 11,286 shares; 2025Q2: 17,409 shares; 2025Q3: 19,039 shares 19,039$2.12M0.18%+1,630Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,547 shares; 2025Q3: 21,302 shares 21,302$2.11M0.17%-1,245Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,228 shares; 2024Q4: 26,781 shares; 2025Q1: 26,833 shares; 2025Q2: 25,808 shares; 2025Q3: 26,140 shares 26,140$2.1M0.17%+332Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,447 shares; 2024Q4: 23,949 shares; 2025Q1: 26,553 shares; 2025Q2: 26,608 shares; 2025Q3: 27,123 shares 27,123$2.07M0.17%+515Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,965 shares; 2024Q4: 66,113 shares; 2025Q1: 40,886 shares; 2025Q2: 40,971 shares; 2025Q3: 41,689 shares 41,689$1.99M0.16%+718Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,299 shares; 2024Q4: 34,010 shares; 2025Q1: 29,299 shares; 2025Q2: 29,438 shares; 2025Q3: 30,039 shares 30,039$1.96M0.16%+601Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 11,204 shares; 2025Q1: 10,569 shares; 2025Q2: 10,202 shares; 2025Q3: 10,237 shares 10,237$1.9M0.16%+35Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,781 shares; 2024Q4: 24,090 shares; 2025Q1: 31,150 shares; 2025Q2: 30,017 shares; 2025Q3: 30,425 shares 30,425$1.88M0.16%+408Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 20,846 shares; 2025Q3: 21,174 shares 21,174$1.85M0.15%+328Timeline
FLGVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,217 shares; 2024Q4: 93,670 shares; 2025Q1: 89,652 shares; 2025Q2: 88,279 shares; 2025Q3: 87,423 shares 87,423$1.8M0.15%-856Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,164 shares; 2025Q1: 4,299 shares; 2025Q2: 4,110 shares; 2025Q3: 3,751 shares 3,751$1.79M0.15%-359Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,460 shares; 2025Q1: 9,611 shares; 2025Q2: 9,061 shares; 2025Q3: 10,942 shares 10,942$1.69M0.14%+1,881Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 10,848 shares; 2025Q1: 11,009 shares; 2025Q2: 9,660 shares; 2025Q3: 10,604 shares 10,604$1.65M0.14%+944Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,794 shares; 2024Q4: 59,015 shares; 2025Q1: 56,472 shares; 2025Q2: 55,478 shares; 2025Q3: 55,009 shares 55,009$1.63M0.14%-469Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,952 shares; 2024Q4: 14,310 shares; 2025Q1: 15,075 shares; 2025Q2: 14,495 shares; 2025Q3: 14,305 shares 14,305$1.61M0.13%-190Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 15,715 shares; 2025Q1: 15,144 shares; 2025Q2: 15,081 shares; 2025Q3: 15,914 shares 15,914$1.6M0.13%+833Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 5,607 shares; 2025Q1: 4,722 shares; 2025Q2: 4,734 shares; 2025Q3: 6,789 shares 6,789$1.57M0.13%+2,055Timeline
CARYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,571 shares; 2024Q4: 80,779 shares; 2025Q1: 77,487 shares; 2025Q2: 75,516 shares; 2025Q3: 74,895 shares 74,895$1.57M0.13%-621Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,579 shares 32,579$1.5M0.12%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 9,243 shares; 2025Q1: 9,205 shares; 2025Q2: 8,726 shares; 2025Q3: 17,354 shares 17,354$1.45M0.12%+8,628Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,845 shares; 2024Q4: 15,160 shares; 2025Q1: 13,059 shares; 2025Q2: 12,660 shares; 2025Q3: 12,996 shares 12,996$1.44M0.12%+336Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,414 shares; 2024Q4: 102,599 shares; 2025Q1: 117,861 shares; 2025Q2: 114,901 shares; 2025Q3: 104,524 shares 104,524$1.4M0.12%-10,377Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,054 shares; 2024Q4: 27,960 shares; 2025Q1: 28,451 shares; 2025Q2: 21,752 shares; 2025Q3: 22,318 shares 22,318$1.4M0.12%+566Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,343 shares; 2024Q4: 12,291 shares; 2025Q1: 11,910 shares; 2025Q2: 9,948 shares; 2025Q3: 8,038 shares 8,038$1.34M0.11%-1,910Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 33 shares; 2025Q1: 15,333 shares; 2025Q2: 15,417 shares; 2025Q3: 14,512 shares 14,512$1.33M0.11%-905Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,372 shares 52,372$1.33M0.11%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 13,168 shares; 2025Q1: 15,041 shares; 2025Q2: 14,452 shares; 2025Q3: 13,922 shares 13,922$1.32M0.11%-530Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,516 shares; 2024Q4: 20,103 shares; 2025Q1: 23,139 shares; 2025Q2: 27,052 shares; 2025Q3: 29,584 shares 29,584$1.32M0.11%+2,532Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,202 shares; 2025Q1: 2,224 shares; 2025Q2: 2,174 shares; 2025Q3: 2,630 shares 2,630$1.31M0.11%+456Timeline
FLCHFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,362 shares; 2024Q4: 32,223 shares; 2025Q1: 49,268 shares; 2025Q2: 49,052 shares; 2025Q3: 50,378 shares 50,378$1.31M0.11%+1,326Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 10,107 shares; 2025Q1: 9,672 shares; 2025Q2: 8,569 shares; 2025Q3: 8,035 shares 8,035$1.29M0.11%-534Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,801 shares; 2025Q1: 4,942 shares; 2025Q2: 4,621 shares; 2025Q3: 4,585 shares 4,585$1.28M0.11%-36Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 12,666 shares; 2025Q1: 12,147 shares; 2025Q2: 11,603 shares; 2025Q3: 10,933 shares 10,933$1.28M0.11%-670Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,227 shares; 2024Q4: 63,261 shares; 2025Q1: 50,486 shares; 2025Q2: 26,627 shares; 2025Q3: 27,096 shares 27,096$1.26M0.1%+469Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,523 shares; 2024Q4: 58,383 shares; 2025Q1: 34,949 shares; 2025Q2: 35,325 shares; 2025Q3: 36,422 shares 36,422$1.25M0.1%+1,097Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 1,021 shares; 2025Q2: 965 shares; 2025Q3: 1,071 shares 1,071$1.25M0.1%+106Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 23,824 shares; 2025Q1: 24,065 shares; 2025Q2: 25,810 shares; 2025Q3: 27,583 shares 27,583$1.24M0.1%+1,773Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 5,931 shares; 2025Q1: 6,197 shares; 2025Q2: 6,800 shares; 2025Q3: 7,401 shares 7,401$1.23M0.1%+601Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,078 shares 45,078$1.23M0.1%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,284 shares; 2025Q1: 3,469 shares; 2025Q2: 3,398 shares; 2025Q3: 2,863 shares 2,863$1.21M0.1%-535Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 12,403 shares; 2025Q1: 8,734 shares; 2025Q2: 4,295 shares; 2025Q3: 4,985 shares 4,985$1.19M0.1%+690Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,805 shares; 2025Q1: 2,740 shares; 2025Q2: 3,539 shares; 2025Q3: 3,436 shares 3,436$1.19M0.1%-103Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,656 shares; 2025Q1: 1,632 shares; 2025Q2: 3,278 shares; 2025Q3: 14,107 shares 14,107$1.18M0.1%+10,829Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 5,810 shares; 2025Q1: 6,357 shares; 2025Q2: 6,125 shares; 2025Q3: 5,889 shares 5,889$1.18M0.1%-236Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 18,092 shares; 2025Q1: 18,622 shares; 2025Q2: 18,996 shares; 2025Q3: 18,633 shares 18,633$1.16M0.1%-363Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,467 shares 35,467$1.13M0.09%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,317 shares; 2024Q4: 22,428 shares; 2025Q1: 18,826 shares; 2025Q2: 14,808 shares; 2025Q3: 16,393 shares 16,393$1.12M0.09%+1,585Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 4,051 shares; 2025Q1: 4,109 shares; 2025Q2: 4,071 shares; 2025Q3: 4,740 shares 4,740$1.12M0.09%+669Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 8,051 shares; 2025Q1: 8,207 shares; 2025Q2: 7,905 shares; 2025Q3: 8,644 shares 8,644$1.08M0.09%+739Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 6,103 shares; 2025Q1: 5,709 shares; 2025Q2: 5,693 shares; 2025Q3: 6,984 shares 6,984$1.07M0.09%+1,291Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,717 shares; 2025Q1: 12,832 shares; 2025Q2: 14,262 shares; 2025Q3: 13,156 shares 13,156$1.07M0.09%-1,106Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,697 shares; 2025Q1: 3,755 shares; 2025Q2: 3,719 shares; 2025Q3: 4,070 shares 4,070$1.06M0.09%+351Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 5,405 shares; 2025Q1: 4,670 shares; 2025Q2: 3,698 shares; 2025Q3: 6,524 shares 6,524$1.06M0.09%+2,826Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,039 shares; 2025Q1: 12,540 shares; 2025Q2: 12,018 shares; 2025Q3: 12,506 shares 12,506$1.05M0.09%+488Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares 2,180$1.05M0.09%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,149 shares; 2025Q1: 4,074 shares; 2025Q2: 3,577 shares; 2025Q3: 3,850 shares 3,850$1.04M0.09%+273Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,128 shares; 2025Q1: 6,535 shares; 2025Q2: 6,267 shares; 2025Q3: 8,192 shares 8,192$1.04M0.09%+1,925Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,467 shares 8,467$1.02M0.08%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 15,703 shares; 2025Q1: 14,083 shares; 2025Q2: 13,535 shares; 2025Q3: 15,327 shares 15,327$1.02M0.08%+1,792Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 5,032 shares; 2025Q1: 5,266 shares; 2025Q2: 4,781 shares; 2025Q3: 5,484 shares 5,484$1.01M0.08%+703Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 19,694 shares; 2025Q1: 20,999 shares; 2025Q2: 19,157 shares; 2025Q3: 12,199 shares 12,199$1M0.08%-6,958Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,336 shares; 2025Q1: 3,371 shares; 2025Q2: 3,019 shares; 2025Q3: 3,382 shares 3,382$993K0.08%+363Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,236 shares; 2025Q3: 35,690 shares 35,690$993K0.08%-546Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 8,766 shares; 2025Q1: 9,137 shares; 2025Q2: 8,971 shares; 2025Q3: 8,802 shares 8,802$983K0.08%-169Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 6,141 shares; 2025Q1: 6,458 shares; 2025Q2: 7,237 shares; 2025Q3: 6,896 shares 6,896$968K0.08%-341Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 11,992 shares; 2025Q1: 12,168 shares; 2025Q2: 10,457 shares; 2025Q3: 8,836 shares 8,836$963K0.08%-1,621Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,330 shares; 2025Q1: 11,695 shares; 2025Q2: 11,694 shares; 2025Q3: 11,455 shares 11,455$950K0.08%-239Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,010 shares; 2024Q4: 23,363 shares; 2025Q1: 25,560 shares; 2025Q2: 26,822 shares; 2025Q3: 30,025 shares 30,025$943K0.08%+3,203Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,653 shares 1,653$940K0.08%+1,652Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,377 shares; 2025Q1: 4,982 shares; 2025Q2: 4,263 shares; 2025Q3: 3,807 shares 3,807$935K0.08%-456Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,604 shares; 2025Q1: 7,219 shares; 2025Q2: 7,555 shares; 2025Q3: 8,338 shares 8,338$935K0.08%+783Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,352 shares 35,352$932K0.08%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 28 shares; 2025Q1: 14,818 shares; 2025Q2: 14,700 shares; 2025Q3: 21,054 shares 21,054$925K0.08%+6,354Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,454 shares 36,454$922K0.08%newTimeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,569 shares 15,569$922K0.08%newTimeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 19,838 shares; 2025Q1: 18,894 shares; 2025Q2: 18,322 shares; 2025Q3: 17,980 shares 17,980$913K0.08%-342Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,388 shares; 2025Q1: 6,710 shares; 2025Q2: 6,597 shares; 2025Q3: 5,224 shares 5,224$889K0.07%-1,373Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares 1,358$882K0.07%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,445 shares 16,445$875K0.07%newTimeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,440 shares 18,440$861K0.07%newTimeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 6,407 shares; 2025Q1: 6,517 shares; 2025Q2: 6,354 shares; 2025Q3: 6,194 shares 6,194$859K0.07%-160Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,176 shares; 2025Q1: 5,165 shares; 2025Q2: 5,057 shares; 2025Q3: 6,402 shares 6,402$857K0.07%+1,345Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 5,385 shares; 2025Q1: 5,531 shares; 2025Q2: 5,293 shares; 2025Q3: 5,265 shares 5,265$837K0.07%-28Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,450 shares; 2025Q1: 9,093 shares; 2025Q2: 9,000 shares; 2025Q3: 8,500 shares 8,500$833K0.07%-500Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,018 shares 4,018$830K0.07%newTimeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 9,163 shares; 2025Q1: 9,343 shares; 2025Q2: 10,155 shares; 2025Q3: 10,916 shares 10,916$826K0.07%+761Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,480 shares; 2024Q4: 21,630 shares; 2025Q1: 20,819 shares; 2025Q2: 20,935 shares; 2025Q3: 19,862 shares 19,862$826K0.07%-1,073Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 27,146 shares; 2025Q3: 25,551 shares 25,551$825K0.07%-1,595Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 38,191 shares 38,191$816K0.07%+38,024Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 1,793 shares 1,793$797K0.07%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 8,904 shares; 2025Q1: 8,647 shares; 2025Q2: 7,341 shares; 2025Q3: 8,302 shares 8,302$792K0.07%+961Timeline
BDVLBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,518 shares 31,518$788K0.07%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,666 shares; 2025Q1: 1,087 shares; 2025Q2: 518 shares; 2025Q3: 3,699 shares 3,699$779K0.06%+3,181Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 7,495 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 9,170 shares 9,170$776K0.06%+1,877Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,483 shares; 2025Q1: 2,254 shares; 2025Q2: 2,213 shares; 2025Q3: 2,537 shares 2,537$771K0.06%+324Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,566 shares; 2025Q1: 2,618 shares; 2025Q2: 2,556 shares; 2025Q3: 2,252 shares 2,252$768K0.06%-304Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 228 shares; 2025Q3: 2,482 shares 2,482$758K0.06%+2,254Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,895 shares 3,895$758K0.06%newTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,042 shares 4,042$757K0.06%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 8,240 shares; 2025Q1: 9,179 shares; 2025Q2: 8,911 shares; 2025Q3: 9,454 shares 9,454$756K0.06%+543Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 1,316 shares; 2025Q2: 2,372 shares; 2025Q3: 8,822 shares 8,822$744K0.06%+6,450Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,799 shares 7,799$742K0.06%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares 2,602$734K0.06%newTimeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,658 shares 13,658$691K0.06%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,253 shares 10,253$678K0.06%newTimeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 2,898 shares; 2025Q1: 3,393 shares; 2025Q2: 3,341 shares; 2025Q3: 3,078 shares 3,078$671K0.06%-263Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,869 shares 9,869$669K0.06%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,153 shares 10,153$669K0.06%newTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 2,311 shares 2,311$666K0.06%+2,303Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares 1,988$661K0.05%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 6,937 shares; 2025Q1: 6,066 shares; 2025Q2: 5,773 shares; 2025Q3: 6,384 shares 6,384$648K0.05%+611Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 15,984 shares; 2025Q1: 15,626 shares; 2025Q2: 4,307 shares; 2025Q3: 4,541 shares 4,541$647K0.05%+234Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,494 shares; 2024Q4: 18,558 shares; 2025Q1: 23,013 shares; 2025Q2: 26,359 shares; 2025Q3: 23,593 shares 23,593$643K0.05%-2,766Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,552 shares; 2025Q1: 4,781 shares; 2025Q2: 4,716 shares; 2025Q3: 4,856 shares 4,856$642K0.05%+140Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 1,469 shares 1,469$620K0.05%+1,468Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,669 shares 14,669$619K0.05%newTimeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares 1,852$599K0.05%newTimeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,214 shares 6,214$581K0.05%newTimeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 5,465 shares; 2025Q1: 5,732 shares; 2025Q2: 5,646 shares; 2025Q3: 5,799 shares 5,799$581K0.05%+153Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,257 shares 6,257$578K0.05%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,291 shares; 2024Q4: 13,927 shares; 2025Q1: 8,965 shares; 2025Q2: 8,430 shares; 2025Q3: 10,847 shares 10,847$560K0.05%+2,417Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares 666$549K0.05%newTimeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,583 shares 13,583$538K0.04%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,333 shares; 2025Q1: 7,073 shares; 2025Q2: 52 shares; 2025Q3: 689 shares 689$525K0.04%+637Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 16,175 shares; 2025Q1: 15,757 shares; 2025Q2: 15,991 shares; 2025Q3: 16,129 shares 16,129$521K0.04%+138Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 5,012 shares; 2025Q1: 5,195 shares; 2025Q2: 4,848 shares; 2025Q3: 5,105 shares 5,105$511K0.04%+257Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,231 shares 10,231$496K0.04%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,163 shares; 2025Q1: 6,081 shares; 2025Q2: 5,821 shares; 2025Q3: 10,016 shares 10,016$486K0.04%+4,195Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,775 shares 1,775$483K0.04%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,710 shares 5,710$481K0.04%newTimeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 4,572 shares 4,572$471K0.04%+4,566Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares 762$468K0.04%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,427 shares; 2025Q1: 1,356 shares; 2025Q2: 1,227 shares; 2025Q3: 1,636 shares 1,636$457K0.04%+409Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,213 shares 2,213$454K0.04%newTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 965 shares; 2025Q1: 956 shares; 2025Q2: 926 shares; 2025Q3: 2,419 shares 2,419$452K0.04%+1,493Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 8,277 shares; 2025Q1: 6,722 shares; 2025Q2: 6,292 shares; 2025Q3: 6,928 shares 6,928$442K0.04%+636Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1,810 shares 1,810$441K0.04%+1,808Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares 1,705$437K0.04%newTimeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,703 shares; 2025Q1: 6,869 shares; 2025Q2: 5,637 shares; 2025Q3: 7,307 shares 7,307$433K0.04%+1,670
CAFXPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,518 shares; 2024Q4: 101,478 shares; 2025Q1: 96,867 shares; 2025Q2: 1,234 shares; 2025Q3: 17,252 shares 17,252$432K0.04%+16,018Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835$429K0.04%newTimeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,642 shares 2,642$428K0.04%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4,824 shares 4,824$421K0.03%+4,823Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,706 shares 1,706$419K0.03%newTimeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,224 shares 6,224$417K0.03%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 23 shares; 2025Q1: 483 shares; 2025Q2: 933 shares; 2025Q3: 1,664 shares 1,664$411K0.03%+731Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 5,836 shares; 2025Q1: 5,746 shares; 2025Q2: 5,496 shares; 2025Q3: 8,687 shares 8,687$397K0.03%+3,191Timeline
CGGECAPITAL GROUP GLOBAL EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,604 shares 12,604$388K0.03%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,865 shares 4,865$384K0.03%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares 1,948$382K0.03%newTimeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 5,747 shares; 2025Q1: 5,091 shares; 2025Q2: 5,622 shares; 2025Q3: 8,006 shares 8,006$378K0.03%+2,384Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 7,869 shares; 2025Q1: 41 shares; 2025Q2: 28 shares; 2025Q3: 553 shares 553$377K0.03%+525Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 6,947 shares 6,947$376K0.03%+6,944Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,564 shares 10,564$368K0.03%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 1,126 shares; 2025Q1: 1,441 shares; 2025Q2: 1,495 shares; 2025Q3: 1,300 shares 1,300$367K0.03%-195Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,596 shares 10,596$362K0.03%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,885 shares 4,885$349K0.03%newTimeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,208 shares 9,208$349K0.03%newTimeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares 1,027$346K0.03%newTimeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,850 shares; 2025Q1: 4,909 shares; 2025Q2: 4,561 shares; 2025Q3: 5,613 shares 5,613$336K0.03%+1,052
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 1,647 shares; 2025Q3: 4,324 shares 4,324$332K0.03%+2,677Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 206 shares; 2025Q1: 428 shares; 2025Q2: 616 shares; 2025Q3: 1,018 shares 1,018$329K0.03%+402Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,821 shares 4,821$328K0.03%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 489 shares; 2025Q1: 487 shares; 2025Q2: 469 shares; 2025Q3: 1,331 shares 1,331$328K0.03%+862Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,506 shares; 2025Q1: 1,431 shares; 2025Q2: 1,611 shares; 2025Q3: 1,327 shares 1,327$327K0.03%-284Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 13,766 shares; 2025Q1: 13,078 shares; 2025Q2: 14,923 shares; 2025Q3: 16,685 shares 16,685$321K0.03%+1,762Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 47,006 shares; 2025Q1: 34,990 shares; 2025Q2: 149,044 shares; 2025Q3: 3,865 shares 3,865$321K0.03%-145,179Timeline
FCAFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 13,866 shares; 2025Q1: 11,083 shares; 2025Q2: 10,111 shares; 2025Q3: 11,035 shares 11,035$320K0.03%+924Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,444 shares; 2025Q1: 1,371 shares; 2025Q2: 2,077 shares; 2025Q3: 2,490 shares 2,490$319K0.03%+413Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 469 shares; 2025Q2: 692 shares; 2025Q3: 1,402 shares 1,402$315K0.03%+710Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,976 shares 5,976$310K0.03%newTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares 843$308K0.03%newTimeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,486 shares; 2025Q3: 2,534 shares 2,534$307K0.03%+1,048Timeline
GCORGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares 7,200$301K0.02%newTimeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 840 shares; 2025Q1: 962 shares; 2025Q2: 923 shares; 2025Q3: 999 shares 999$289K0.02%+76Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,551 shares; 2025Q1: 1,523 shares; 2025Q2: 1,438 shares; 2025Q3: 1,463 shares 1,463$282K0.02%+25Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,291 shares; 2025Q2: 5,968 shares; 2025Q3: 6,597 shares 6,597$277K0.02%+629Timeline
FEUZFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 19 shares; 2025Q1: 4,689 shares; 2025Q2: 4,313 shares; 2025Q3: 4,687 shares 4,687$275K0.02%+374Timeline
FGMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 4,254 shares; 2025Q3: 4,683 shares 4,683$275K0.02%+429Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,034 shares; 2025Q1: 6,199 shares; 2025Q2: 5,093 shares; 2025Q3: 4,242 shares 4,242$274K0.02%-851Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares 5,700$273K0.02%newTimeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,838 shares 5,838$272K0.02%newTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,031 shares 2,031$272K0.02%newTimeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,699 shares; 2024Q4: 23,082 shares; 2025Q1: 23,124 shares; 2025Q2: 20,357 shares; 2025Q3: 16,939 shares 16,939$270K0.02%-3,418Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,827 shares; 2025Q1: 4,187 shares; 2025Q2: 3,982 shares; 2025Q3: 4,163 shares 4,163$269K0.02%+181Timeline
FKUFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,405 shares; 2025Q1: 5,994 shares; 2025Q2: 5,087 shares; 2025Q3: 5,560 shares 5,560$269K0.02%+473Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,524 shares; 2025Q1: 1,500 shares; 2025Q2: 1,432 shares; 2025Q3: 2,003 shares 2,003$267K0.02%+571Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,417 shares; 2025Q1: 10,559 shares; 2025Q2: 8,549 shares; 2025Q3: 8,261 shares 8,261$264K0.02%-288Timeline
FSZFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,459 shares; 2025Q1: 3,577 shares; 2025Q2: 3,092 shares; 2025Q3: 3,387 shares 3,387$260K0.02%+295Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 565 shares; 2025Q1: 537 shares; 2025Q2: 547 shares; 2025Q3: 704 shares 704$256K0.02%+157Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 596 shares; 2025Q1: 908 shares; 2025Q2: 1,167 shares; 2025Q3: 1,186 shares 1,186$255K0.02%+19Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,373 shares; 2025Q1: 2,312 shares; 2025Q2: 1,623 shares; 2025Q3: 1,621 shares 1,621$251K0.02%-2Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835$251K0.02%newTimeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 935 shares; 2025Q3: 1,144 shares 1,144$251K0.02%+209Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 892 shares 892$251K0.02%+888Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 2,202 shares; 2025Q3: 3,111 shares 3,111$249K0.02%+909Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 168 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 688 shares 688$238K0.02%+525Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 893 shares; 2025Q1: 887 shares; 2025Q2: 694 shares; 2025Q3: 517 shares 517$236K0.02%-177Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 5,511 shares; 2025Q1: 5,454 shares; 2025Q2: 5,272 shares; 2025Q3: 6,840 shares 6,840$235K0.02%+1,568Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,100 shares; 2025Q1: 1,095 shares; 2025Q2: 1,064 shares; 2025Q3: 1,245 shares 1,245$233K0.02%+181Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,535 shares; 2025Q1: 3,385 shares; 2025Q2: 2,463 shares; 2025Q3: 5,227 shares 5,227$233K0.02%+2,764Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,585 shares 7,585$229K0.02%newTimeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,559 shares 5,559$229K0.02%newTimeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,351 shares; 2025Q1: 2,330 shares; 2025Q2: 2,235 shares; 2025Q3: 2,754 shares 2,754$227K0.02%+519Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,870 shares; 2025Q1: 2,080 shares; 2025Q2: 2,338 shares; 2025Q3: 3,109 shares 3,109$226K0.02%+771Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,683 shares; 2025Q1: 1,671 shares; 2025Q2: 1,521 shares; 2025Q3: 1,626 shares 1,626$221K0.02%+105Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,296 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 449 shares 449$221K0.02%+390Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 904 shares; 2025Q2: 1,466 shares; 2025Q3: 3,222 shares 3,222$217K0.02%+1,756Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,789 shares 1,789$216K0.02%newTimeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 1,817 shares; 2025Q3: 5,115 shares 5,115$214K0.02%+3,298Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares 838$214K0.02%newTimeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 2,121 shares; 2025Q1: 3,063 shares; 2025Q2: 3,081 shares; 2025Q3: 4,401 shares 4,401$208K0.02%+1,320Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 3,834 shares; 2025Q1: 5,966 shares; 2025Q2: 7,749 shares; 2025Q3: 5,831 shares 5,831$207K0.02%-1,918Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares 367$207K0.02%newTimeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares 1,802$206K0.02%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 230 shares; 2025Q1: 1,764 shares; 2025Q2: 3,130 shares; 2025Q3: 5,259 shares 5,259$206K0.02%+2,129Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,001 shares 4,001$206K0.02%newTimeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,945 shares 5,945$203K0.02%newTimeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,529 shares; 2025Q3: 19,347 shares 19,347$203K0.02%+4,818Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,589 shares; 2024Q4: 15,486 shares; 2025Q1: 14,739 shares; 2025Q2: 16,598 shares; 2025Q3: 12,037 shares 12,037$202K0.02%-4,561Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,168 shares; 2025Q1: 1,160 shares; 2025Q2: 1,131 shares; 2025Q3: 1,905 shares 1,905$200K0.02%+774Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 445 shares; 2025Q1: 1 shares; 2025Q2: 534 shares; 2025Q3: 1,123 shares 1,123$199K0.02%+589Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 339 shares; 2025Q1: 533 shares; 2025Q2: 607 shares; 2025Q3: 1,033 shares 1,033$198K0.02%+426Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares 930$198K0.02%newTimeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,461 shares; 2025Q1: 6,682 shares; 2025Q2: 2,194 shares; 2025Q3: 1,630 shares 1,630$195K0.02%-564Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,163 shares; 2025Q1: 2,139 shares; 2025Q2: 2,042 shares; 2025Q3: 2,546 shares 2,546$195K0.02%+504Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 960 shares; 2025Q1: 728 shares; 2025Q2: 707 shares; 2025Q3: 812 shares 812$191K0.02%+105Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 4,035 shares 4,035$189K0.02%newTimeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675 shares 3,675$188K0.02%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares 2,405$188K0.02%newTimeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,378 shares; 2025Q1: 1,320 shares; 2025Q2: 905 shares; 2025Q3: 1,273 shares 1,273$187K0.02%+368Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares 886$185K0.02%newTimeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,617 shares 2,617$185K0.02%newTimeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,397 shares; 2025Q3: 2,015 shares 2,015$183K0.02%-382Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares 1,400$182K0.02%newTimeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,668 shares; 2025Q3: 1,847 shares 1,847$182K0.02%+179Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 2,440 shares 2,440$178K0.01%+2,428Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: 1,477 shares 1,477$175K0.01%+431Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 1,194 shares; 2025Q1: 1,174 shares; 2025Q2: 1,737 shares; 2025Q3: 1,334 shares 1,334$175K0.01%-403Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,409 shares; 2025Q1: 2,374 shares; 2025Q2: 2,291 shares; 2025Q3: 2,547 shares 2,547$171K0.01%+256Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,202 shares 3,202$170K0.01%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 5,982 shares 5,982$169K0.01%+5,918Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 597 shares 597$168K0.01%+585Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,787 shares; 2025Q3: 8,727 shares 8,727$165K0.01%+940Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 1,932 shares; 2025Q1: 1,436 shares; 2025Q2: 17 shares; 2025Q3: 4,660 shares 4,660$164K0.01%+4,643Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares 1,334$159K0.01%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares 148$159K0.01%newTimeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,350 shares; 2025Q1: 3,374 shares; 2025Q2: 3,254 shares; 2025Q3: 3,461 shares 3,461$154K0.01%+207Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 921 shares; 2025Q1: 910 shares; 2025Q2: 874 shares; 2025Q3: 972 shares 972$154K0.01%+98Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,057 shares; 2025Q1: 441 shares; 2025Q2: 951 shares; 2025Q3: 1,060 shares 1,060$153K0.01%+109Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 577 shares; 2025Q1: 650 shares; 2025Q2: 1,152 shares; 2025Q3: 1,126 shares 1,126$152K0.01%-26Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,252 shares; 2025Q1: 1,105 shares; 2025Q2: 1,245 shares; 2025Q3: 1,676 shares 1,676$152K0.01%+431Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 964 shares 964$151K0.01%+955Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 1,213 shares 1,213$150K0.01%+1,201Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,172 shares; 2025Q1: 1,122 shares; 2025Q2: 898 shares; 2025Q3: 832 shares 832$149K0.01%-66Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,004 shares 2,004$147K0.01%newTimeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,814 shares; 2025Q1: 3,974 shares; 2025Q2: 3,890 shares; 2025Q3: 6,214 shares 6,214$147K0.01%+2,324Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,642 shares; 2025Q1: 110,282 shares; 2025Q2: 104,834 shares; 2025Q3: 2,909 shares 2,909$142K0.01%-101,925Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 554 shares; 2025Q1: 523 shares; 2025Q2: 589 shares; 2025Q3: 681 shares 681$141K0.01%+92Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,594 shares; 2025Q1: 2,590 shares; 2025Q2: 2,508 shares; 2025Q3: 2,786 shares 2,786$140K0.01%+278Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,433 shares; 2025Q1: 8,190 shares; 2025Q2: 7,802 shares; 2025Q3: 8,076 shares 8,076$139K0.01%+274Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 5,377 shares; 2025Q1: 5,398 shares; 2025Q2: 5,208 shares; 2025Q3: 5,319 shares 5,319$139K0.01%+111Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares 4,812$137K0.01%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 254 shares; 2025Q1: 144 shares; 2025Q2: 163 shares; 2025Q3: 282 shares 282$134K0.01%+119Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 334 shares; 2025Q1: 331 shares; 2025Q2: 300 shares; 2025Q3: 1,283 shares 1,283$132K0.01%+983Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 261 shares 261$131K0.01%+215Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 2,503 shares 2,503$131K0.01%newTimeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 663 shares 663$130K0.01%newTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares 598$130K0.01%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares 1,714$129K0.01%newTimeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,455 shares; 2025Q1: 4,423 shares; 2025Q2: 4,334 shares; 2025Q3: 5,192 shares 5,192$128K0.01%+858Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 746 shares; 2025Q1: 682 shares; 2025Q2: 644 shares; 2025Q3: 648 shares 648$126K0.01%+4Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares 1,883$126K0.01%newTimeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,067 shares; 2025Q1: 1,013 shares; 2025Q2: 1,035 shares; 2025Q3: 1,125 shares 1,125$123K0.01%+90Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 1,572 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 5,364 shares 5,364$123K0.01%+3,583Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,685 shares; 2025Q1: 2,460 shares; 2025Q2: 2,557 shares; 2025Q3: 2,800 shares 2,800$119K0.01%+243Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares 519$117K0.01%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares 1,014$116K0.01%newTimeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 448 shares; 2025Q2: 397 shares; 2025Q3: 468 shares 468$115K0.01%+71Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 608 shares; 2025Q1: 585 shares; 2025Q2: 549 shares; 2025Q3: 599 shares 599$114K0.01%+50Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 7 shares; 2025Q3: 2,307 shares 2,307$113K0.01%+2,300Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 726 shares 726$110K0.01%-455Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares 1,155$110K0.01%newTimeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 1,759 shares; 2025Q1: 3,602 shares; 2025Q2: 4,621 shares; 2025Q3: 2,528 shares 2,528$110K0.01%-2,093Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 494 shares; 2025Q1: 489 shares; 2025Q2: 476 shares; 2025Q3: 491 shares 491$109K0.01%+15Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1,044 shares 1,044$108K0.01%+1,039Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 301 shares; 2025Q1: 613 shares; 2025Q2: 787 shares; 2025Q3: 839 shares 839$106K0.01%+52Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares 4,176$105K0.01%newTimeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,381 shares; 2025Q1: 1,315 shares; 2025Q2: 904 shares; 2025Q3: 1,179 shares 1,179$105K0.01%+275Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,465 shares; 2025Q1: 831 shares; 2025Q2: 786 shares; 2025Q3: 924 shares 924$105K0.01%+138Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares 1,528$104K0.01%newTimeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares 3,154$102K0.01%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 287 shares 287$101K0.01%+271Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 162 shares; 2025Q1: 1,304 shares; 2025Q2: 1,691 shares; 2025Q3: 3,721 shares 3,721$101K0.01%+2,030Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2,663 shares 2,663$101K0.01%newTimeline
HYGWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,295 shares 3,295$100K0.01%newTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 5,730 shares; 2025Q1: 2,347 shares; 2025Q2: 21 shares; 2025Q3: 6,144 shares 6,144$99.7K0.01%+6,123Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares 1,968$98.1K0.01%newTimeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 251 shares; 2025Q3: 340 shares 340$97.5K0.01%+89Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,375 shares; 2025Q1: 658 shares; 2025Q2: 743 shares; 2025Q3: 880 shares 880$97.4K0.01%+137Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,845 shares; 2025Q1: 1,758 shares; 2025Q2: 2,081 shares; 2025Q3: 2,312 shares 2,312$96.7K0.01%+231Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares 865$95.5K0.01%newTimeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares 1,471$95.1K0.01%newTimeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares 304$94.8K0.01%newTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 327 shares; 2025Q2: 321 shares; 2025Q3: 360 shares 360$93.5K0.01%+39Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 718 shares 718$92.5K0.01%+575Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 15 shares; 2025Q3: 1,107 shares 1,107$92.4K0.01%+1,092Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares 283$91.1K0.01%newTimeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,669 shares 3,669$90.7K0.01%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 262 shares 262$87K0.01%+259Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares 120$86.2K0.01%newTimeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 867 shares 867$85.6K0.01%+865Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares 700$85.5K0.01%newTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 713 shares 713$84.4K0.01%+712Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 254 shares; 2025Q1: 240 shares; 2025Q2: 229 shares; 2025Q3: 237 shares 237$82.9K0.01%+8Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares 1,191$82K0.01%newTimeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,209 shares; 2025Q1: 1,153 shares; 2025Q2: 1,098 shares; 2025Q3: 1,158 shares 1,158$81.5K0.01%+60Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares 424$80.5K0.01%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 268 shares 268$80.3K0.01%+267Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,687 shares; 2025Q1: 1,607 shares; 2025Q2: 1,483 shares; 2025Q3: 1,545 shares 1,545$79.6K0.01%+62Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 26 shares; 2025Q1: 234 shares; 2025Q2: 287 shares; 2025Q3: 491 shares 491$79.6K0.01%+204Timeline
GIGBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 1,704 shares 1,704$79.5K0.01%+1,700Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares 1,082$78.5K0.01%newTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares 340$78.2K0.01%newTimeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 402 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 447 shares 447$78.1K0.01%+446Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 805 shares 805$76.8K0.01%newTimeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares 1,780$76.4K0.01%newTimeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares 1,785$72.7K0.01%newTimeline
GGUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares 1,146$72.5K0.01%newTimeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares 1,067$72.2K0.01%newTimeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,461 shares 2,461$71.1K0.01%newTimeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 450 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 509 shares 509$70.9K0.01%-9Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares 282$70.7K0.01%newTimeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 173 shares; 2025Q1: 1,667 shares; 2025Q2: 1,596 shares; 2025Q3: 2,015 shares 2,015$70.6K0.01%+419Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares 1,032$70.6K0.01%newTimeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 4 shares; 2025Q1: 69 shares; 2025Q2: 679 shares; 2025Q3: 1,145 shares 1,145$70.6K0.01%+466Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 60 shares; 2025Q1: 40 shares; 2025Q2: 25 shares; 2025Q3: 783 shares 783$70.2K0.01%+758Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 3,029 shares 3,029$70K0.01%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares 74$69.7K0.01%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 90 shares 90$69K0.01%+88Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,196 shares 2,196$67.9K0.01%newTimeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 1 shares; 2025Q3: 110 shares 110$66.8K0.01%+109Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650$65.1K0.01%newTimeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 475 shares 475$63.9K0.01%+443Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares 178$62.5K0.01%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares 303$61.8K0.01%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares 88$61.4K0.01%newTimeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,032 shares; 2025Q1: 1,852 shares; 2025Q2: 1,148 shares; 2025Q3: 616 shares 616$60.5K0.01%-532Timeline
PUIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 330,002 shares; 2025Q3: 1,310 shares 1,310$60.2K<0.01%-328,692Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 372 shares 372$60K<0.01%+367Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 647 shares; 2025Q1: 617 shares; 2025Q2: 584 shares; 2025Q3: 668 shares 668$59.9K<0.01%+84Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 632 shares 632$59.8K<0.01%+607Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares 807$59.1K<0.01%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares 3,084$59K<0.01%newTimeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 349 shares; 2025Q3: 370 shares 370$58.9K<0.01%+21Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400$58.2K<0.01%newTimeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 48 shares; 2025Q2: 56 shares; 2025Q3: 163 shares 163$56.7K<0.01%+107Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 548 shares 548$56.6K<0.01%+538Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 661 shares; 2025Q1: 649 shares; 2025Q2: 576 shares; 2025Q3: 578 shares 578$55.7K<0.01%+2Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 22 shares; 2025Q1: 153 shares; 2025Q2: 201 shares; 2025Q3: 198 shares 198$55.6K<0.01%-3Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,369 shares; 2025Q1: 2,243 shares; 2025Q2: 1,426 shares; 2025Q3: 931 shares 931$55.6K<0.01%-495Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares 2,147$55.2K<0.01%newTimeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 150 shares 150$55.2K<0.01%+90Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares 849$55K<0.01%newTimeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,439 shares 5,439$53.9K<0.01%newTimeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares 372$53K<0.01%newTimeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 1,947 shares; 2025Q1: 1,906 shares; 2025Q2: 1,798 shares; 2025Q3: 985 shares 985$53K<0.01%-813Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares 1,678$52.9K<0.01%newTimeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares 1,203$52.8K<0.01%newTimeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 322 shares; 2025Q1: 162 shares; 2025Q2: 151 shares; 2025Q3: 168 shares 168$52.6K<0.01%+17Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares 457$52K<0.01%newTimeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413 shares 413$51.9K<0.01%newTimeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares 2,188$51.5K<0.01%newTimeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,455 shares 2,455$51.3K<0.01%newTimeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 3,653 shares; 2025Q3: 4,720 shares 4,720$51.2K<0.01%+1,067Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 736 shares; 2025Q1: 726 shares; 2025Q2: 659 shares; 2025Q3: 664 shares 664$51.1K<0.01%+5Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares 1,559$51.1K<0.01%newTimeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares 2,570$50.5K<0.01%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 13,058 shares; 2025Q1: 12,924 shares; 2025Q2: 63 shares; 2025Q3: 211 shares 211$50K<0.01%+148Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares 930$49.4K<0.01%newTimeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7 shares 7$48.5K<0.01%+6Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares 49$46.6K<0.01%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 231 shares 231$46.5K<0.01%+229Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 62 shares; 2025Q3: 909 shares 909$46K<0.01%+847Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 12,949 shares; 2025Q1: 58 shares; 2025Q2: 40 shares; 2025Q3: 132 shares 132$45.7K<0.01%+92Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 389 shares; 2025Q1: 439 shares; 2025Q2: 438 shares; 2025Q3: 586 shares 586$45.1K<0.01%+148Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 451 shares 451$45K<0.01%+59Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares 957$44.9K<0.01%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares 107$44.9K<0.01%newTimeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778 shares 778$44.7K<0.01%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares 266$44.4K<0.01%newTimeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares 148$44.1K<0.01%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
HESS CORPHESS CORP685$94.8Kshares
FIRST TR EXCH TRD ALPHA FD IFIRST TR EXCH TRD ALPHA FD I30$355shares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP1$78shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC6$67shares
WK KELLOGG COWK KELLOGG CO4$52shares
PARAMOUNT GLOBALPARAMOUNT GLOBAL2$23shares
UUPINVESCO DB US DLR INDEX TR1$20shares
LUMNLUMEN TECHNOLOGIES INC1$5shares

How Q3 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001502149-25-000029 base2025-11-14acceptance time not in the bulk data set