AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,652 shares; 2025Q1: 167,132 shares; 2025Q2: 162,326 shares; 2025Q3: 161,904 shares; 2025Q4: 171,564 shares; 2026Q1: 118,442 shares; 2026Q2: 103,464 shares; 2026Q3: 97,387 shares 97,387 $32.4M 7.89% -6,077 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 390,582 shares; 2025Q1: 413,081 shares; 2025Q2: 468,136 shares; 2025Q3: 579,521 shares; 2025Q4: 588,371 shares; 2026Q1: 590,157 shares; 2026Q2: 610,254 shares; 2026Q3: 618,810 shares 618,810 $26.4M 6.42% +8,556 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,901 shares; 2025Q1: 25,400 shares; 2025Q2: 26,434 shares; 2025Q3: 207,041 shares; 2025Q4: 489,463 shares; 2026Q1: 682,255 shares; 2026Q2: 358,003 shares; 2026Q3: 372,560 shares 372,560 $19M 4.62% +14,557 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,801 shares; 2025Q1: 46,337 shares; 2025Q2: 49,904 shares; 2025Q3: 51,492 shares; 2025Q4: 52,885 shares; 2026Q1: 53,653 shares; 2026Q2: 216,882 shares; 2026Q3: 219,083 shares 219,083 $17.2M 4.18% +2,201 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,897 shares; 2025Q1: 74,214 shares; 2025Q2: 49,953 shares; 2025Q3: 45,086 shares; 2025Q4: 43,466 shares; 2026Q1: 40,185 shares; 2026Q2: 49,597 shares; 2026Q3: 66,063 shares 66,063 $15.1M 3.67% +16,466 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210,421 shares; 2025Q1: 217,226 shares; 2025Q2: 234,876 shares; 2025Q3: 279,514 shares; 2025Q4: 285,507 shares; 2026Q1: 287,006 shares; 2026Q2: 291,869 shares; 2026Q3: 295,372 shares 295,372 $14.1M 3.42% +3,503 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 395,774 shares; 2025Q1: 385,711 shares; 2025Q2: 378,784 shares; 2025Q3: 383,491 shares; 2025Q4: 380,558 shares; 2026Q1: 377,754 shares; 2026Q2: 377,702 shares; 2026Q3: 378,600 shares 378,600 $13.6M 3.31% +898 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,314 shares; 2025Q1: 46,009 shares; 2025Q2: 47,051 shares; 2025Q3: 47,552 shares; 2025Q4: 47,521 shares; 2026Q1: 48,088 shares; 2026Q2: 48,100 shares; 2026Q3: 48,057 shares 48,057 $13.6M 3.3% -43 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,226 shares; 2025Q1: 135,332 shares; 2025Q2: 142,482 shares; 2025Q3: 154,910 shares; 2025Q4: 162,294 shares; 2026Q1: 168,002 shares; 2026Q2: 172,855 shares; 2026Q3: 176,378 shares 176,378 $13.3M 3.23% +3,523 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,213 shares; 2025Q1: 33,368 shares; 2025Q2: 35,042 shares; 2025Q3: 36,488 shares; 2025Q4: 37,004 shares; 2026Q1: 37,101 shares; 2026Q2: 37,370 shares; 2026Q3: 37,635 shares 37,635 $10.7M 2.6% +265 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,665 shares; 2025Q1: 81,482 shares; 2025Q2: 82,558 shares; 2025Q3: 88,179 shares; 2025Q4: 88,982 shares; 2026Q1: 88,036 shares; 2026Q2: 89,155 shares; 2026Q3: 90,791 shares 90,791 $7.09M 1.72% +1,636 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,976 shares; 2025Q1: 2,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,426 shares; 2026Q1: 35,700 shares; 2026Q2: 48,694 shares; 2026Q3: 62,193 shares 62,193 $5.7M 1.39% +13,499 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,452 shares; 2025Q1: 15,280 shares; 2025Q2: 7,717 shares; 2025Q3: 7,677 shares; 2025Q4: 8,302 shares; 2026Q1: 8,087 shares; 2026Q2: 15,119 shares; 2026Q3: 15,093 shares 15,093 $4.99M 1.21% -26 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,461 shares; 2025Q1: 18,902 shares; 2025Q2: 18,706 shares; 2025Q3: 20,254 shares; 2025Q4: 20,739 shares; 2026Q1: 20,845 shares; 2026Q2: 21,014 shares; 2026Q3: 21,129 shares 21,129 $4.88M 1.19% +115 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,257 shares; 2025Q1: 12,233 shares; 2025Q2: 12,415 shares; 2025Q3: 32,991 shares; 2025Q4: 32,006 shares; 2026Q1: 21,397 shares; 2026Q2: 21,380 shares; 2026Q3: 21,299 shares 21,299 $4.35M 1.06% -81 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,436 shares; 2025Q1: 4,388 shares; 2025Q2: 4,255 shares; 2025Q3: 5,953 shares; 2025Q4: 5,921 shares; 2026Q1: 5,648 shares; 2026Q2: 5,639 shares; 2026Q3: 7,865 shares 7,865 $4.34M 1.05% +2,226 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 69,078 shares 69,078 $3.99M 0.97% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,988 shares; 2025Q4: 114,909 shares; 2026Q1: 118,288 shares; 2026Q2: 126,953 shares; 2026Q3: 137,665 shares 137,665 $3.97M 0.97% +10,712 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 86,200 shares 86,200 $3.97M 0.96% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,748 shares; 2025Q1: 28,625 shares; 2025Q2: 29,919 shares; 2025Q3: 33,350 shares; 2025Q4: 32,612 shares; 2026Q1: 33,505 shares; 2026Q2: 34,934 shares; 2026Q3: 35,835 shares 35,835 $3.76M 0.91% +901 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,683 shares; 2025Q1: 46,804 shares; 2025Q2: 49,318 shares; 2025Q3: 45,280 shares; 2025Q4: 45,243 shares; 2026Q1: 46,339 shares; 2026Q2: 46,328 shares; 2026Q3: 48,570 shares 48,570 $3.75M 0.91% +2,242 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,377 shares; 2025Q1: 4,372 shares; 2025Q2: 4,664 shares; 2025Q3: 4,639 shares; 2025Q4: 4,525 shares; 2026Q1: 6,066 shares; 2026Q2: 3,929 shares; 2026Q3: 3,909 shares 3,909 $3.56M 0.87% -20 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,491 shares; 2025Q1: 9,407 shares; 2025Q2: 9,496 shares; 2025Q3: 9,476 shares; 2025Q4: 9,435 shares; 2026Q1: 9,387 shares; 2026Q2: 9,362 shares; 2026Q3: 9,339 shares 9,339 $3.5M 0.85% -23 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,362 shares; 2025Q1: 39,109 shares; 2025Q2: 39,198 shares; 2025Q3: 47,824 shares; 2025Q4: 53,456 shares; 2026Q1: 66,076 shares; 2026Q2: 71,160 shares; 2026Q3: 72,241 shares 72,241 $3.44M 0.84% +1,081 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,560 shares; 2025Q3: 3,484 shares; 2025Q4: 3,167 shares; 2026Q1: 3,120 shares; 2026Q2: 12,498 shares; 2026Q3: 12,463 shares 12,463 $3.26M 0.79% -35 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,277 shares; 2025Q1: 17,289 shares; 2025Q2: 17,208 shares; 2025Q3: 17,133 shares; 2025Q4: 17,102 shares; 2026Q1: 16,892 shares; 2026Q2: 16,483 shares; 2026Q3: 16,431 shares 16,431 $3.18M 0.77% -52 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,053 shares; 2026Q1: 6,162 shares; 2026Q2: 2,829 shares; 2026Q3: 2,734 shares 2,734 $2.91M 0.71% -95 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,946 shares; 2026Q2: 10,445 shares; 2026Q3: 10,551 shares 10,551 $2.87M 0.7% +106 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,438 shares; 2025Q1: 4,935 shares; 2025Q2: 6,475 shares; 2025Q3: 6,404 shares; 2025Q4: 6,444 shares; 2026Q1: 6,053 shares; 2026Q2: 5,779 shares; 2026Q3: 5,590 shares 5,590 $2.87M 0.7% -189 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,184 shares; 2025Q1: 4,113 shares; 2025Q2: 5,030 shares; 2025Q3: 4,778 shares; 2025Q4: 4,132 shares; 2026Q1: 4,132 shares; 2026Q2: 4,132 shares; 2026Q3: 10,511 shares 10,511 $2.78M 0.68% +6,379 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,880 shares; 2025Q1: 49,977 shares; 2025Q2: 52,364 shares; 2025Q3: 56,814 shares; 2025Q4: 56,448 shares; 2026Q1: 58,635 shares; 2026Q2: 58,705 shares; 2026Q3: 62,187 shares 62,187 $2.76M 0.67% +3,482 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,874 shares; 2025Q1: 16,596 shares; 2025Q2: 17,503 shares; 2025Q3: 19,353 shares; 2025Q4: 18,995 shares; 2026Q1: 17,070 shares; 2026Q2: 16,806 shares; 2026Q3: 16,699 shares 16,699 $2.68M 0.65% -107 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,204 shares; 2026Q1: 23,750 shares; 2026Q2: 24,006 shares; 2026Q3: 28,859 shares 28,859 $2.61M 0.63% +4,853 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,068 shares; 2025Q1: 5,768 shares; 2025Q2: 5,771 shares; 2025Q3: 5,768 shares; 2025Q4: 5,268 shares; 2026Q1: 5,268 shares; 2026Q2: 12,289 shares; 2026Q3: 13,781 shares 13,781 $2.59M 0.63% +1,492 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,426 shares; 2026Q3: 11,663 shares 11,663 $2.58M 0.63% +237 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,350 shares; 2025Q1: 25,265 shares; 2025Q2: 25,080 shares; 2025Q3: 25,048 shares; 2025Q4: 25,064 shares; 2026Q1: 24,668 shares; 2026Q2: 24,502 shares; 2026Q3: 24,458 shares 24,458 $2.52M 0.61% -44 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,746 shares; 2026Q3: 26,649 shares 26,649 $2.51M 0.61% -97 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,017 shares; 2026Q1: 11,295 shares; 2026Q2: 11,269 shares; 2026Q3: 11,053 shares 11,053 $2.45M 0.6% -216 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,007 shares; 2025Q1: 23,654 shares; 2025Q2: 24,747 shares; 2025Q3: 27,084 shares; 2025Q4: 27,089 shares; 2026Q1: 29,621 shares; 2026Q2: 29,501 shares; 2026Q3: 31,227 shares 31,227 $2.45M 0.59% +1,726 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 62,934 shares 62,934 $2.39M 0.58% new Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,019 shares 57,019 $2.36M 0.57% new Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,577 shares; 2026Q2: 56,335 shares; 2026Q3: 57,695 shares 57,695 $2.35M 0.57% +1,360 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,496 shares 4,496 $2.35M 0.57% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,601 shares; 2025Q1: 6,526 shares; 2025Q2: 6,218 shares; 2025Q3: 6,149 shares; 2025Q4: 6,124 shares; 2026Q1: 5,995 shares; 2026Q2: 12,698 shares; 2026Q3: 6,458 shares 6,458 $2.32M 0.56% -6,240 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,694 shares; 2025Q1: 10,603 shares; 2025Q2: 10,119 shares; 2025Q3: 10,007 shares; 2025Q4: 9,943 shares; 2026Q1: 9,797 shares; 2026Q2: 9,670 shares; 2026Q3: 9,594 shares 9,594 $2.24M 0.54% -76 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,981 shares; 2025Q1: 4,981 shares; 2025Q2: 4,993 shares; 2025Q3: 3,907 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 3,784 shares; 2026Q3: 4,487 shares 4,487 $2.23M 0.54% +703 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,398 shares; 2026Q1: 50,291 shares; 2026Q2: 25,673 shares; 2026Q3: 25,366 shares 25,366 $2.19M 0.53% -307 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,417 shares; 2026Q3: 41,696 shares 41,696 $2.11M 0.51% -721 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,647 shares; 2026Q3: 4,631 shares 4,631 $2.09M 0.51% -16 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,100 shares; 2025Q1: 7,900 shares; 2025Q2: 8,404 shares; 2025Q3: 11,634 shares; 2025Q4: 9,912 shares; 2026Q1: 9,201 shares; 2026Q2: 8,201 shares; 2026Q3: 8,201 shares 8,201 $2.04M 0.5% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,927 shares; 2026Q3: 10,500 shares 10,500 $2.02M 0.49% +7,573 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,000 shares 24,000 $2.01M 0.49% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,936 shares; 2025Q1: 5,936 shares; 2025Q2: 5,936 shares; 2025Q3: 5,161 shares; 2025Q4: 5,219 shares; 2026Q1: 27,561 shares; 2026Q2: 26,493 shares; 2026Q3: 26,293 shares 26,293 $1.99M 0.48% -200 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,879 shares; 2026Q2: 29,482 shares; 2026Q3: 31,750 shares 31,750 $1.96M 0.48% +2,268 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,531 shares; 2025Q1: 10,954 shares; 2025Q2: 10,979 shares; 2025Q3: 13,106 shares; 2025Q4: 15,166 shares; 2026Q1: 22,949 shares; 2026Q2: 31,020 shares; 2026Q3: 39,090 shares 39,090 $1.95M 0.47% +8,070 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,973 shares 20,973 $1.94M 0.47% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,476 shares; 2025Q1: 19,295 shares; 2025Q2: 20,546 shares; 2025Q3: 21,616 shares; 2025Q4: 21,636 shares; 2026Q1: 21,721 shares; 2026Q2: 21,592 shares; 2026Q3: 23,041 shares 23,041 $1.87M 0.45% +1,449 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,779 shares 22,779 $1.81M 0.44% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,349 shares; 2025Q1: 16,568 shares; 2025Q2: 16,487 shares; 2025Q3: 16,387 shares; 2025Q4: 16,387 shares; 2026Q1: 16,387 shares; 2026Q2: 16,304 shares; 2026Q3: 15,870 shares 15,870 $1.75M 0.43% -434 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,076 shares; 2025Q4: 34,252 shares; 2026Q1: 34,698 shares; 2026Q2: 34,436 shares; 2026Q3: 37,314 shares 37,314 $1.74M 0.42% +2,878 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,423 shares; 2025Q1: 4,889 shares; 2025Q2: 5,414 shares; 2025Q3: 5,314 shares; 2025Q4: 5,234 shares; 2026Q1: 5,178 shares; 2026Q2: 5,044 shares; 2026Q3: 5,044 shares 5,044 $1.74M 0.42% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100,900 shares 100,900 $1.72M 0.42% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,859 shares; 2026Q3: 7,143 shares 7,143 $1.67M 0.41% +284 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,357 shares; 2025Q2: 11,243 shares; 2025Q3: 11,608 shares; 2025Q4: 11,596 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,452 shares 14,452 $1.67M 0.41% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,484 shares 9,484 $1.66M 0.4% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,800 shares; 2025Q4: 31,800 shares; 2026Q1: not reported; 2026Q2: 16,528 shares; 2026Q3: 19,329 shares 19,329 $1.65M 0.4% +2,801 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,628 shares 1,628 $1.65M 0.4% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,086 shares 10,086 $1.64M 0.4% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,183 shares 11,183 $1.62M 0.39% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,088 shares; 2026Q1: 995 shares; 2026Q2: 1,082 shares; 2026Q3: 2,617 shares 2,617 $1.6M 0.39% +1,535 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,357 shares; 2026Q2: not reported; 2026Q3: 13,738 shares 13,738 $1.58M 0.38% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37,536 shares 37,536 $1.56M 0.38% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,451 shares; 2025Q1: 32,477 shares; 2025Q2: 34,144 shares; 2025Q3: 33,791 shares; 2025Q4: 33,809 shares; 2026Q1: 35,196 shares; 2026Q2: 34,932 shares; 2026Q3: 37,060 shares 37,060 $1.53M 0.37% +2,128 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,034 shares; 2026Q3: 19,696 shares 19,696 $1.48M 0.36% -338 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,514 shares; 2025Q1: 5,228 shares; 2025Q2: 5,096 shares; 2025Q3: 4,850 shares; 2025Q4: 4,685 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares; 2026Q3: 4,090 shares 4,090 $1.45M 0.35% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,615 shares; 2026Q3: 59,015 shares 59,015 $1.42M 0.35% -600 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158,207 shares; 2026Q3: 78,797 shares 78,797 $1.4M 0.34% -79,410 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,763 shares; 2025Q1: 1,726 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 4,263 shares; 2026Q1: 5,797 shares; 2026Q2: 4,263 shares; 2026Q3: 4,263 shares 4,263 $1.39M 0.34% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,943 shares; 2025Q1: 3,943 shares; 2025Q2: 4,070 shares; 2025Q3: 4,041 shares; 2025Q4: 4,056 shares; 2026Q1: 4,869 shares; 2026Q2: 4,971 shares; 2026Q3: 3,971 shares 3,971 $1.35M 0.33% -1,000 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,039 shares; 2026Q3: 3,089 shares 3,089 $1.18M 0.29% +50 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,568 shares; 2025Q1: 22,984 shares; 2025Q2: 32,984 shares; 2025Q3: 33,237 shares; 2025Q4: 29,728 shares; 2026Q1: 27,097 shares; 2026Q2: 24,003 shares; 2026Q3: 23,238 shares 23,238 $1.17M 0.28% -765 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,911 shares; 2025Q1: 9,150 shares; 2025Q2: 9,569 shares; 2025Q3: 11,335 shares; 2025Q4: 11,417 shares; 2026Q1: 12,097 shares; 2026Q2: 12,098 shares; 2026Q3: 12,836 shares 12,836 $1.15M 0.28% +738 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,253 shares 20,253 $1.13M 0.27% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,373 shares; 2025Q1: 19,816 shares; 2025Q2: 29,360 shares; 2025Q3: 25,677 shares; 2025Q4: 25,486 shares; 2026Q1: 23,870 shares; 2026Q2: 23,015 shares; 2026Q3: 22,678 shares 22,678 $1.12M 0.27% -337 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,812 shares 2,812 $1.12M 0.27% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,771 shares; 2025Q1: 6,648 shares; 2025Q2: 6,199 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 6,009 shares; 2026Q2: 6,009 shares; 2026Q3: 6,009 shares 6,009 $1.12M 0.27% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,083 shares; 2025Q1: 3,083 shares; 2025Q2: 3,084 shares; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares; 2026Q1: 3,412 shares; 2026Q2: 3,412 shares; 2026Q3: 3,412 shares 3,412 $1.1M 0.27% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,256 shares 10,256 $1.1M 0.27% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,301 shares; 2025Q1: 23,301 shares; 2025Q2: 23,096 shares; 2025Q3: 23,096 shares; 2025Q4: 23,096 shares; 2026Q1: 23,096 shares; 2026Q2: 23,096 shares; 2026Q3: 23,096 shares 23,096 $1.09M 0.27% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,070 shares 6,070 $1.09M 0.26% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,821 shares; 2026Q3: 17,033 shares 17,033 $1.06M 0.26% +212 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 9,262 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares; 2026Q2: 2,981 shares; 2026Q3: 2,981 shares 2,981 $1.05M 0.25% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,200 shares; 2025Q2: 15,606 shares; 2025Q3: 15,824 shares; 2025Q4: not reported; 2026Q1: 40,700 shares; 2026Q2: 38,100 shares; 2026Q3: 37,700 shares 37,700 $1.03M 0.25% -400 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,454 shares; 2025Q3: 8,794 shares; 2025Q4: 8,785 shares; 2026Q1: not reported; 2026Q2: 9,032 shares; 2026Q3: 9,113 shares 9,113 $1.03M 0.25% +81 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 57,332 shares; 2025Q2: 58,552 shares; 2025Q3: 29,937 shares; 2025Q4: 29,937 shares; 2026Q1: 30,105 shares; 2026Q2: 30,395 shares; 2026Q3: 30,662 shares 30,662 $1.02M 0.25% +267 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,753 shares 7,753 $1.01M 0.25% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,353 shares; 2025Q3: 14,353 shares; 2025Q4: 14,353 shares; 2026Q1: 14,353 shares; 2026Q2: 14,353 shares; 2026Q3: 14,353 shares 14,353 $1.01M 0.25% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,579 shares 2,579 $1000K 0.24% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,979 shares 17,979 $991K 0.24% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,510 shares; 2025Q1: 34,728 shares; 2025Q2: 36,481 shares; 2025Q3: 32,397 shares; 2025Q4: 32,255 shares; 2026Q1: 33,887 shares; 2026Q2: 33,667 shares; 2026Q3: 35,740 shares 35,740 $927K 0.23% +2,073 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 31,458 shares; 2025Q4: 26,258 shares; 2026Q1: 26,258 shares; 2026Q2: 26,858 shares; 2026Q3: 25,862 shares 25,862 $916K 0.22% -996 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,541 shares; 2025Q1: 8,541 shares; 2025Q2: 8,541 shares; 2025Q3: 8,541 shares; 2025Q4: 8,541 shares; 2026Q1: 8,541 shares; 2026Q2: 8,541 shares; 2026Q3: 8,541 shares 8,541 $893K 0.22% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,566 shares; 2026Q3: 4,535 shares 4,535 $858K 0.21% -31 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,253 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,355 shares; 2025Q4: 1,333 shares; 2026Q1: 1,204 shares; 2026Q2: 1,106 shares; 2026Q3: 1,119 shares 1,119 $853K 0.21% +13 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,688 shares 26,688 $835K 0.2% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,769 shares; 2026Q3: 16,932 shares 16,932 $811K 0.2% +163 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 24,200 shares; 2025Q3: 23,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 18,800 shares; 2026Q3: 17,400 shares 17,400 $807K 0.2% -1,400 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 96,211 shares; 2025Q2: 94,911 shares; 2025Q3: 6,787 shares; 2025Q4: 6,687 shares; 2026Q1: 6,687 shares; 2026Q2: 17,346 shares; 2026Q3: 6,687 shares 6,687 $804K 0.2% -10,659 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,957 shares; 2025Q1: 4,881 shares; 2025Q2: 5,571 shares; 2025Q3: 5,521 shares; 2025Q4: 5,521 shares; 2026Q1: 5,521 shares; 2026Q2: 5,521 shares; 2026Q3: 5,521 shares 5,521 $802K 0.2% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,960 shares 1,960 $775K 0.19% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,379 shares 8,379 $768K 0.19% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.18% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,178 shares; 2025Q1: 5,191 shares; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 4,869 shares; 2026Q2: 4,742 shares; 2026Q3: 4,732 shares 4,732 $737K 0.18% -10 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,767 shares; 2025Q1: 4,767 shares; 2025Q2: 4,767 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 4,767 shares; 2026Q2: 4,767 shares; 2026Q3: 4,767 shares 4,767 $729K 0.18% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,479 shares; 2025Q2: 18,594 shares; 2025Q3: 18,421 shares; 2025Q4: not reported; 2026Q1: 2,608 shares; 2026Q2: 2,624 shares; 2026Q3: 2,673 shares 2,673 $719K 0.17% +49 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,272 shares; 2025Q1: 15,292 shares; 2025Q2: 15,320 shares; 2025Q3: 15,320 shares; 2025Q4: 15,320 shares; 2026Q1: 14,471 shares; 2026Q2: 14,447 shares; 2026Q3: 14,431 shares 14,431 $700K 0.17% -16 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,205 shares; 2025Q1: 2,005 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,412 shares; 2026Q1: 2,311 shares; 2026Q2: 2,311 shares; 2026Q3: 2,311 shares 2,311 $657K 0.16% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,341 shares; 2025Q1: 11,742 shares; 2025Q2: 11,763 shares; 2025Q3: 11,799 shares; 2025Q4: 11,799 shares; 2026Q1: 11,799 shares; 2026Q2: 11,737 shares; 2026Q3: 11,667 shares 11,667 $632K 0.15% -70 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,608 shares; 2025Q1: 5,570 shares; 2025Q2: 5,593 shares; 2025Q3: 5,598 shares; 2025Q4: 5,544 shares; 2026Q1: 2,135 shares; 2026Q2: 2,096 shares; 2026Q3: 1,963 shares 1,963 $613K 0.15% -133 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,322 shares; 2025Q2: 6,205 shares; 2025Q3: 5,867 shares; 2025Q4: 5,627 shares; 2026Q1: 5,726 shares; 2026Q2: 5,832 shares; 2026Q3: 5,953 shares 5,953 $608K 0.15% +121 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 6,696 shares; 2026Q3: 6,696 shares 6,696 $603K 0.15% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,396 shares; 2025Q1: 12,507 shares; 2025Q2: 12,459 shares; 2025Q3: 12,459 shares; 2025Q4: 12,459 shares; 2026Q1: 12,459 shares; 2026Q2: 12,459 shares; 2026Q3: 12,459 shares 12,459 $584K 0.14% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,423 shares; 2025Q1: 6,249 shares; 2025Q2: 6,672 shares; 2025Q3: 5,945 shares; 2025Q4: 6,007 shares; 2026Q1: 5,709 shares; 2026Q2: 17,793 shares; 2026Q3: 5,344 shares 5,344 $575K 0.14% -12,449 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,633 shares; 2025Q3: 8,558 shares; 2025Q4: 8,558 shares; 2026Q1: 8,558 shares; 2026Q2: 8,558 shares; 2026Q3: 8,558 shares 8,558 $508K 0.12% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,524 shares; 2025Q1: 10,807 shares; 2025Q2: 10,826 shares; 2025Q3: 10,807 shares; 2025Q4: 10,807 shares; 2026Q1: 10,807 shares; 2026Q2: 10,807 shares; 2026Q3: 10,807 shares 10,807 $503K 0.12% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 472 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 3,920 shares; 2026Q3: 3,928 shares 3,928 $494K 0.12% +8 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,619 shares; 2025Q1: 2,746 shares; 2025Q2: 2,805 shares; 2025Q3: 2,639 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,239 shares; 2026Q3: 2,239 shares 2,239 $492K 0.12% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 12,905 shares; 2025Q4: 2,656 shares; 2026Q1: 2,579 shares; 2026Q2: 2,568 shares; 2026Q3: 2,538 shares 2,538 $490K 0.12% -30 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,479 shares; 2025Q4: 17,543 shares; 2026Q1: 17,946 shares; 2026Q2: 17,952 shares; 2026Q3: 19,578 shares 19,578 $486K 0.12% +1,626 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,621 shares; 2025Q1: 3,592 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares; 2026Q1: 3,357 shares; 2026Q2: 3,357 shares; 2026Q3: 3,357 shares 3,357 $461K 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,372 shares; 2025Q1: 6,436 shares; 2025Q2: 585 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 510 shares; 2026Q2: 502 shares; 2026Q3: 481 shares 481 $457K 0.11% -21 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 2,011 shares; 2026Q3: 2,027 shares 2,027 $450K 0.11% +16 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 553 shares; 2025Q1: 1,353 shares; 2025Q2: 953 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 1,943 shares; 2026Q2: 553 shares; 2026Q3: 605 shares 605 $448K 0.11% +52 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares; 2026Q3: 1,028 shares 1,028 $442K 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 3,089 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares; 2026Q3: 3,037 shares 3,037 $441K 0.11% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,043 shares; 2026Q2: 6,144 shares; 2026Q3: 6,118 shares 6,118 $431K 0.1% -26 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,248 shares 1,248 $424K 0.1% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,649 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares; 2026Q2: 3,781 shares; 2026Q3: 3,781 shares 3,781 $423K 0.1% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,500 shares; 2025Q1: 35,500 shares; 2025Q2: 1,055,500 shares; 2025Q3: 1,055,500 shares; 2025Q4: 1,055,500 shares; 2026Q1: 1,055,500 shares; 2026Q2: 1,055,500 shares; 2026Q3: 1,035,000 shares 1,035,000 $419K 0.1% -20,500 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 2,433 shares; 2025Q3: 2,453 shares; 2025Q4: 2,452 shares; 2026Q1: 2,063 shares; 2026Q2: 2,093 shares; 2026Q3: 2,139 shares 2,139 $408K 0.1% +46 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares; 2026Q3: 515 shares 515 $395K 0.1% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $394K 0.1% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132 shares; 2025Q1: 130 shares; 2025Q2: 129 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 132 shares; 2026Q2: 134 shares; 2026Q3: 139 shares 139 $393K 0.1% +5 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,954 shares; 2025Q1: 2,956 shares; 2025Q2: 2,962 shares; 2025Q3: 2,961 shares; 2025Q4: 2,964 shares; 2026Q1: 2,966 shares; 2026Q2: 2,968 shares; 2026Q3: 2,971 shares 2,971 $393K 0.1% +3 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,361 shares; 2025Q1: 7,161 shares; 2025Q2: 7,145 shares; 2025Q3: 6,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares; 2026Q3: 4,075 shares 4,075 $383K 0.09% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,478 shares; 2025Q1: 3,592 shares; 2025Q2: 23,433 shares; 2025Q3: 22,291 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,472 shares; 2026Q3: 3,472 shares 3,472 $361K 0.09% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares; 2026Q2: 4,165 shares; 2026Q3: 4,165 shares 4,165 $360K 0.09% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,781 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 3,677 shares; 2026Q3: 3,677 shares 3,677 $359K 0.09% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,040 shares; 2025Q1: 590 shares; 2025Q2: 540 shares; 2025Q3: 3,415 shares; 2025Q4: 534 shares; 2026Q1: 511 shares; 2026Q2: 505 shares; 2026Q3: 495 shares 495 $359K 0.09% -10 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,704 shares; 2025Q1: 7,704 shares; 2025Q2: 7,964 shares; 2025Q3: 6,852 shares; 2025Q4: 6,584 shares; 2026Q1: 6,523 shares; 2026Q2: 6,523 shares; 2026Q3: 6,523 shares 6,523 $355K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,502 shares; 2025Q1: 14,444 shares; 2025Q2: 14,597 shares; 2025Q3: 14,427 shares; 2025Q4: 14,352 shares; 2026Q1: 7,856 shares; 2026Q2: 1,625 shares; 2026Q3: 1,534 shares 1,534 $354K 0.09% -91 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,153 shares; 2025Q2: 7,560 shares; 2025Q3: 77,221 shares; 2025Q4: 64,320 shares; 2026Q1: 66,767 shares; 2026Q2: 68,706 shares; 2026Q3: 14,402 shares 14,402 $351K 0.09% -54,304 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,094 shares; 2025Q3: 2,082 shares; 2025Q4: 1,945 shares; 2026Q1: 2,001 shares; 2026Q2: 2,096 shares; 2026Q3: 2,127 shares 2,127 $348K 0.08% +31 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,636 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,458 shares; 2026Q1: 1,836 shares; 2026Q2: 1,836 shares; 2026Q3: 1,836 shares 1,836 $342K 0.08% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,360 shares; 2025Q1: 6,326 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares; 2025Q4: 6,381 shares; 2026Q1: 12,602 shares; 2026Q2: 10,039 shares; 2026Q3: 9,802 shares 9,802 $323K 0.08% -237 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,031 shares; 2025Q1: 6,031 shares; 2025Q2: 6,090 shares; 2025Q3: 6,090 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 6,750 shares; 2026Q3: 6,750 shares 6,750 $314K 0.08% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,252 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250 $310K 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 627 shares; 2026Q3: 593 shares 593 $303K 0.07% -34 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,068 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 806 shares; 2026Q2: 767 shares; 2026Q3: 665 shares 665 $303K 0.07% -102 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: not reported; 2026Q2: 244 shares; 2026Q3: 259 shares 259 $300K 0.07% +15 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: 2,851 shares; 2026Q2: 3,731 shares; 2026Q3: 4,353 shares 4,353 $298K 0.07% +622 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 719 shares; 2025Q3: not reported; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares; 2026Q3: 697 shares 697 $294K 0.07% -8 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,352 shares; 2025Q4: 6,502 shares; 2026Q1: 6,655 shares; 2026Q2: 6,610 shares; 2026Q3: 7,531 shares 7,531 $292K 0.07% +921 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,876 shares; 2025Q1: 3,580 shares; 2025Q2: 3,834 shares; 2025Q3: 3,374 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares; 2026Q2: 3,373 shares; 2026Q3: 3,377 shares 3,377 $291K 0.07% +4 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,188 shares; 2026Q3: 54,840 shares 54,840 $290K 0.07% +1,652 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,279 shares; 2025Q1: 1,125 shares; 2025Q2: 1,136 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares; 2026Q3: 1,106 shares 1,106 $281K 0.07% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,963 shares; 2025Q1: 3,384 shares; 2025Q2: 3,580 shares; 2025Q3: 4,370 shares; 2025Q4: 4,400 shares; 2026Q1: 4,680 shares; 2026Q2: 4,679 shares; 2026Q3: 5,040 shares 5,040 $279K 0.07% +361 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,018 shares 4,018 $279K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 1,731 shares; 2026Q1: 1,731 shares; 2026Q2: 1,731 shares; 2026Q3: 1,731 shares 1,731 $268K 0.07% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 713 shares; 2025Q3: 691 shares; 2025Q4: 649 shares; 2026Q1: 549 shares; 2026Q2: 539 shares; 2026Q3: 518 shares 518 $250K 0.06% -21 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,477 shares; 2025Q1: 2,477 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares; 2026Q2: 2,477 shares; 2026Q3: 2,477 shares 2,477 $230K 0.06% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,000 shares 4,000 $229K 0.06% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares; 2026Q3: 616 shares 616 $220K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428 shares; 2025Q1: 414 shares; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 613 shares; 2026Q1: not reported; 2026Q2: 598 shares; 2026Q3: 598 shares 598 $220K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares; 2026Q3: 430 shares 430 $219K 0.05% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares; 2026Q3: 941 shares 941 $217K 0.05% +16 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,927 shares; 2025Q1: 9,883 shares; 2025Q2: 6,622 shares; 2025Q3: 5,736 shares; 2025Q4: 5,523 shares; 2026Q1: 5,259 shares; 2026Q2: 4,639 shares; 2026Q3: 4,639 shares 4,639 $214K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,156 shares; 2026Q1: 1,134 shares; 2026Q2: 759 shares; 2026Q3: 759 shares 759 $207K 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,077 shares; 2026Q2: 2,077 shares; 2026Q3: 2,077 shares 2,077 $206K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: not reported; 2026Q2: 1,254 shares; 2026Q3: 1,254 shares 1,254 $206K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,476 shares; 2025Q2: 3,476 shares; 2025Q3: 3,449 shares; 2025Q4: 3,430 shares; 2026Q1: 3,218 shares; 2026Q2: not reported; 2026Q3: 241 shares 241 $206K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,301 shares 1,301 $204K 0.05% new Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,381 shares 14,381 $185K 0.04% new Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $113K 0.03% 0 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares; 2026Q3: 10,300 shares 10,300 $92.5K 0.02% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,400 shares; 2026Q3: 14,400 shares 14,400 $59.5K 0.01% 0 Timeline