SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 368,053 shares; 2025Q1: 711,174 shares; 2025Q2: 723,437 shares; 2025Q3: 764,455 shares; 2025Q4: 765,704 shares; 2026Q1: 790,499 shares; 2026Q2: 806,478 shares; 2026Q3: 890,208 shares 890,208 $98.2M 8.54% +83,730 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 707,350 shares; 2025Q1: 699,044 shares; 2025Q2: 719,243 shares; 2025Q3: 928,922 shares; 2025Q4: 945,014 shares; 2026Q1: 965,242 shares; 2026Q2: 980,793 shares; 2026Q3: 1,118,579 shares 1,118,579 $78.5M 6.83% +137,786 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: 173,574 shares; 2025Q1: 151,929 shares; 2025Q2: 132,364 shares; 2025Q3: 131,253 shares; 2025Q4: 132,291 shares; 2026Q1: 136,214 shares; 2026Q2: 800,723 shares; 2026Q3: 848,595 shares 848,595 $76.5M 6.65% +47,872 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 975,995 shares; 2025Q1: 638,030 shares; 2025Q2: 641,130 shares; 2025Q3: 662,244 shares; 2025Q4: 655,132 shares; 2026Q1: 665,295 shares; 2026Q2: 675,092 shares; 2026Q3: 760,107 shares 760,107 $71.9M 6.25% +85,015 Timeline VTV 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: 383,720 shares; 2025Q1: 344,709 shares; 2025Q2: 313,560 shares; 2025Q3: 316,403 shares; 2025Q4: 318,316 shares; 2026Q1: 319,770 shares; 2026Q2: 314,768 shares; 2026Q3: 323,416 shares 323,416 $69.9M 6.08% +8,648 Timeline FNDF 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: 1,217,364 shares; 2025Q1: 1,139,975 shares; 2025Q2: 1,141,979 shares; 2025Q3: 1,153,750 shares; 2025Q4: 1,149,491 shares; 2026Q1: 1,138,725 shares; 2026Q2: 1,115,088 shares; 2026Q3: 1,095,535 shares 1,095,535 $58.9M 5.12% -19,553 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,120,281 shares; 2025Q2: 1,313,205 shares; 2025Q3: 1,359,704 shares; 2025Q4: 1,399,199 shares; 2026Q1: 1,410,692 shares; 2026Q2: 1,400,471 shares; 2026Q3: 1,453,169 shares 1,453,169 $58.4M 5.08% +52,698 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: 784,655 shares; 2025Q1: 759,297 shares; 2025Q2: 759,426 shares; 2025Q3: 781,698 shares; 2025Q4: 791,340 shares; 2026Q1: 803,197 shares; 2026Q2: 796,341 shares; 2026Q3: 803,966 shares 803,966 $56.8M 4.94% +7,625 Timeline VOE 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: 242,046 shares; 2025Q1: 245,433 shares; 2025Q2: 250,916 shares; 2025Q3: 254,614 shares; 2025Q4: 259,101 shares; 2026Q1: 260,990 shares; 2026Q2: 260,508 shares; 2026Q3: 263,184 shares 263,184 $51.5M 4.48% +2,676 Timeline JGRO 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: 139,170 shares; 2025Q1: 403,157 shares; 2025Q2: 402,834 shares; 2025Q3: 401,426 shares; 2025Q4: 403,269 shares; 2026Q1: 421,866 shares; 2026Q2: 420,100 shares; 2026Q3: 519,419 shares 519,419 $50.2M 4.36% +99,319 Timeline VOT 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: 159,685 shares; 2025Q1: 158,964 shares; 2025Q2: 149,104 shares; 2025Q3: 150,878 shares; 2025Q4: 154,389 shares; 2026Q1: 159,559 shares; 2026Q2: 158,490 shares; 2026Q3: 164,992 shares 164,992 $48.2M 4.19% +6,502 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,239 shares; 2025Q1: 102,299 shares; 2025Q2: 122,182 shares; 2025Q3: 123,305 shares; 2025Q4: 122,119 shares; 2026Q1: 122,783 shares; 2026Q2: 121,730 shares; 2026Q3: 93,427 shares 93,427 $38.9M 3.38% -28,303 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182,585 shares; 2025Q1: 154,272 shares; 2025Q2: 207,451 shares; 2025Q3: 266,484 shares; 2025Q4: 304,517 shares; 2026Q1: 314,946 shares; 2026Q2: 317,842 shares; 2026Q3: 331,253 shares 331,253 $33.5M 2.91% +13,411 Timeline JMST 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: 190,042 shares; 2025Q1: 395,947 shares; 2025Q2: 354,856 shares; 2025Q3: 440,125 shares; 2025Q4: 503,857 shares; 2026Q1: 520,494 shares; 2026Q2: 532,294 shares; 2026Q3: 555,838 shares 555,838 $28.1M 2.45% +23,544 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247,888 shares; 2025Q1: 256,170 shares; 2025Q2: 257,115 shares; 2025Q3: 277,422 shares; 2025Q4: 276,077 shares; 2026Q1: 285,623 shares; 2026Q2: 290,017 shares; 2026Q3: 314,782 shares 314,782 $24.3M 2.11% +24,765 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,150 shares; 2025Q3: 253,799 shares; 2025Q4: 266,343 shares; 2026Q1: 278,335 shares; 2026Q2: 280,735 shares; 2026Q3: 307,715 shares 307,715 $19.4M 1.69% +26,980 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,108 shares; 2025Q1: 155,516 shares; 2025Q2: 157,773 shares; 2025Q3: 160,336 shares; 2025Q4: 161,659 shares; 2026Q1: 163,622 shares; 2026Q2: 159,412 shares; 2026Q3: 159,480 shares 159,480 $12.1M 1.05% +68 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 468,141 shares; 2025Q1: 490,343 shares; 2025Q2: 472,918 shares; 2025Q3: 505,967 shares; 2025Q4: 503,715 shares; 2026Q1: 508,964 shares; 2026Q2: 511,055 shares; 2026Q3: 519,244 shares 519,244 $11.4M 0.99% +8,189 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,477 shares; 2025Q1: 105,814 shares; 2025Q2: 147,292 shares; 2025Q3: 191,543 shares; 2025Q4: 194,347 shares; 2026Q1: 197,088 shares; 2026Q2: 198,357 shares; 2026Q3: 227,773 shares 227,773 $11.2M 0.98% +29,416 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188,293 shares; 2025Q1: 205,301 shares; 2025Q2: 195,836 shares; 2025Q3: 210,918 shares; 2025Q4: 207,773 shares; 2026Q1: 211,363 shares; 2026Q2: 215,988 shares; 2026Q3: 234,450 shares 234,450 $11M 0.96% +18,462 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,522 shares; 2025Q1: 45,151 shares; 2025Q2: 33,117 shares; 2025Q3: 33,702 shares; 2025Q4: 67,082 shares; 2026Q1: 63,158 shares; 2026Q2: 61,025 shares; 2026Q3: 53,874 shares 53,874 $10.5M 0.92% -7,151 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: 26,440 shares; 2025Q1: 26,469 shares; 2025Q2: 26,458 shares; 2025Q3: 26,404 shares; 2025Q4: 26,924 shares; 2026Q1: 26,897 shares; 2026Q2: 27,312 shares; 2026Q3: 27,366 shares 27,366 $10.2M 0.89% +54 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,599 shares; 2025Q1: 20,084 shares; 2025Q2: 18,344 shares; 2025Q3: 18,696 shares; 2025Q4: 53,181 shares; 2026Q1: 57,783 shares; 2026Q2: 28,739 shares; 2026Q3: 28,277 shares 28,277 $9.42M 0.82% -462 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 275,105 shares; 2025Q1: 410,322 shares; 2025Q2: 409,469 shares; 2025Q3: 478,837 shares; 2025Q4: 478,937 shares; 2026Q1: 485,832 shares; 2026Q2: 490,577 shares; 2026Q3: 471,853 shares 471,853 $8.96M 0.78% -18,724 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: 9,155 shares; 2025Q1: 10,198 shares; 2025Q2: 10,785 shares; 2025Q3: 8,989 shares; 2025Q4: 13,430 shares; 2026Q1: 15,373 shares; 2026Q2: 14,607 shares; 2026Q3: 13,914 shares 13,914 $7.14M 0.62% -693 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: 11,978 shares; 2025Q1: 12,017 shares; 2025Q2: 11,641 shares; 2025Q3: 11,426 shares; 2025Q4: 11,703 shares; 2026Q1: 9,356 shares; 2026Q2: 9,130 shares; 2026Q3: 9,053 shares 9,053 $6.93M 0.6% -77 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: 1,079,653 shares; 2025Q1: 221,163 shares; 2025Q2: 101,297 shares; 2025Q3: 98,915 shares; 2025Q4: 103,029 shares; 2026Q1: 105,363 shares; 2026Q2: 108,515 shares; 2026Q3: 113,279 shares 113,279 $6.72M 0.58% +4,764 Timeline SHYM 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: 230,580 shares; 2025Q1: 246,135 shares; 2025Q2: 206,807 shares; 2025Q3: 262,134 shares; 2025Q4: 282,487 shares; 2026Q1: 291,964 shares; 2026Q2: 286,957 shares; 2026Q3: 312,781 shares 312,781 $6.69M 0.58% +25,824 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: 7,567 shares; 2025Q1: 4,687 shares; 2025Q2: 5,563 shares; 2025Q3: 6,116 shares; 2025Q4: 6,841 shares; 2026Q1: 7,088 shares; 2026Q2: 7,538 shares; 2026Q3: 8,829 shares 8,829 $6.53M 0.57% +1,291 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: 909 shares; 2025Q1: 904 shares; 2025Q2: 370 shares; 2025Q3: 580 shares; 2025Q4: 7,806 shares; 2026Q1: 7,851 shares; 2026Q2: 8,320 shares; 2026Q3: 8,202 shares 8,202 $6.26M 0.54% -118 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,629 shares; 2025Q1: 24,121 shares; 2025Q2: 29,451 shares; 2025Q3: 30,918 shares; 2025Q4: 30,221 shares; 2026Q1: 30,850 shares; 2026Q2: 30,629 shares; 2026Q3: 27,850 shares 27,850 $6.19M 0.54% -2,779 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: 2,137 shares; 2026Q3: 27,916 shares 27,916 $4.54M 0.4% +25,779 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 12,548 shares; 2026Q1: 12,548 shares; 2026Q2: 12,548 shares; 2026Q3: 12,545 shares 12,545 $4.41M 0.38% -3 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,320 shares; 2025Q1: 44,647 shares; 2025Q2: 47,639 shares; 2025Q3: 47,212 shares; 2025Q4: 47,333 shares; 2026Q1: 47,514 shares; 2026Q2: 72,009 shares; 2026Q3: 84,323 shares 84,323 $4.09M 0.36% +12,314 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,761 shares; 2025Q1: 34,417 shares; 2025Q2: 31,703 shares; 2025Q3: 33,702 shares; 2025Q4: 33,249 shares; 2026Q1: 32,062 shares; 2026Q2: 30,599 shares; 2026Q3: 26,247 shares 26,247 $4.07M 0.35% -4,352 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,883 shares; 2025Q1: 90,027 shares; 2025Q2: 71,844 shares; 2025Q3: 75,269 shares; 2025Q4: 74,071 shares; 2026Q1: 71,213 shares; 2026Q2: 69,794 shares; 2026Q3: 62,657 shares 62,657 $3.35M 0.29% -7,137 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: 4,930 shares; 2025Q1: 5,126 shares; 2025Q2: 5,256 shares; 2025Q3: 5,390 shares; 2025Q4: 6,543 shares; 2026Q1: 8,685 shares; 2026Q2: 10,782 shares; 2026Q3: 13,802 shares 13,802 $3.19M 0.28% +3,020 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: 10,373 shares; 2025Q1: 10,723 shares; 2025Q2: 11,197 shares; 2025Q3: 10,974 shares; 2025Q4: 14,988 shares; 2026Q1: 13,930 shares; 2026Q2: 7,977 shares; 2026Q3: 6,367 shares 6,367 $3.17M 0.28% -1,610 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: 13,691 shares; 2025Q1: 13,992 shares; 2025Q2: 13,722 shares; 2025Q3: 11,017 shares; 2025Q4: 13,534 shares; 2026Q1: 14,528 shares; 2026Q2: 11,851 shares; 2026Q3: 12,715 shares 12,715 $3.17M 0.28% +864 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: 8,244 shares; 2025Q1: 6,458 shares; 2025Q2: 6,850 shares; 2025Q3: 7,159 shares; 2025Q4: 11,368 shares; 2026Q1: 10,883 shares; 2026Q2: 10,229 shares; 2026Q3: 13,384 shares 13,384 $3.06M 0.27% +3,155 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: 9,708 shares; 2025Q1: 7,191 shares; 2025Q2: 11,251 shares; 2025Q3: 12,837 shares; 2025Q4: 12,921 shares; 2026Q1: 9,898 shares; 2026Q2: 8,663 shares; 2026Q3: 8,758 shares 8,758 $3.01M 0.26% +95 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,212 shares; 2025Q1: 47,594 shares; 2025Q2: 50,675 shares; 2025Q3: 50,216 shares; 2025Q4: 50,227 shares; 2026Q1: 51,706 shares; 2026Q2: 65,676 shares; 2026Q3: 59,049 shares 59,049 $2.95M 0.26% -6,627 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,833 shares; 2025Q1: 4,030 shares; 2025Q2: 11,478 shares; 2025Q3: 11,767 shares; 2025Q4: 14,589 shares; 2026Q1: 14,110 shares; 2026Q2: 13,314 shares; 2026Q3: 8,771 shares 8,771 $2.78M 0.24% -4,543 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,455 shares; 2025Q1: 31,420 shares; 2025Q2: 22,773 shares; 2025Q3: 23,091 shares; 2025Q4: 22,392 shares; 2026Q1: 24,863 shares; 2026Q2: 24,015 shares; 2026Q3: 24,240 shares 24,240 $2.69M 0.23% +225 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,176 shares; 2025Q1: 17,794 shares; 2025Q2: 12,474 shares; 2025Q3: 13,432 shares; 2025Q4: 25,923 shares; 2026Q1: 24,446 shares; 2026Q2: 23,752 shares; 2026Q3: 23,633 shares 23,633 $2.57M 0.22% -119 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,220 shares; 2025Q1: 21,296 shares; 2025Q2: 16,482 shares; 2025Q3: 17,136 shares; 2025Q4: 16,583 shares; 2026Q1: 15,800 shares; 2026Q2: 15,276 shares; 2026Q3: 14,842 shares 14,842 $2.48M 0.22% -434 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,821 shares; 2025Q1: 21,980 shares; 2025Q2: 18,359 shares; 2025Q3: 18,079 shares; 2025Q4: 16,803 shares; 2026Q1: 16,219 shares; 2026Q2: 15,602 shares; 2026Q3: 14,461 shares 14,461 $2.44M 0.21% -1,141 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: 8,553 shares; 2025Q1: 8,600 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares; 2025Q4: 9,788 shares; 2026Q1: 9,870 shares; 2026Q2: 7,156 shares; 2026Q3: 7,166 shares 7,166 $2.37M 0.21% +10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 98 shares; 2025Q2: 38 shares; 2025Q3: 5,325 shares; 2025Q4: 5,732 shares; 2026Q1: 5,880 shares; 2026Q2: 6,837 shares; 2026Q3: 10,164 shares 10,164 $2.33M 0.2% +3,327 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: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 128 shares; 2026Q3: 2,175 shares 2,175 $2.32M 0.2% +2,047 Timeline SCHD 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: 128,377 shares; 2025Q1: 138,667 shares; 2025Q2: 16,577 shares; 2025Q3: 8,632 shares; 2025Q4: 25,545 shares; 2026Q1: 31,400 shares; 2026Q2: 39,354 shares; 2026Q3: 70,041 shares 70,041 $2.28M 0.2% +30,687 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: 13,134 shares; 2025Q1: 13,543 shares; 2025Q2: 12,509 shares; 2025Q3: 13,822 shares; 2025Q4: 13,800 shares; 2026Q1: 13,736 shares; 2026Q2: 11,857 shares; 2026Q3: 12,506 shares 12,506 $1.95M 0.17% +649 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,801 shares; 2025Q1: 27,372 shares; 2025Q2: 32,036 shares; 2025Q3: 38,045 shares; 2025Q4: 46,157 shares; 2026Q1: 37,810 shares; 2026Q2: 18,005 shares; 2026Q3: 38,974 shares 38,974 $1.79M 0.16% +20,969 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: 14,034 shares; 2025Q1: 10,624 shares; 2025Q2: 10,342 shares; 2025Q3: 10,207 shares; 2025Q4: 14,798 shares; 2026Q1: 18,683 shares; 2026Q2: 15,740 shares; 2026Q3: 16,726 shares 16,726 $1.74M 0.15% +986 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,075 shares; 2025Q1: 25,075 shares; 2025Q2: 25,075 shares; 2025Q3: 25,075 shares; 2025Q4: 25,075 shares; 2026Q1: 25,075 shares; 2026Q2: 25,075 shares; 2026Q3: 25,075 shares 25,075 $1.7M 0.15% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,608 shares; 2025Q4: 8,473 shares; 2026Q1: 9,622 shares; 2026Q2: 15,401 shares; 2026Q3: 28,887 shares 28,887 $1.66M 0.14% +13,486 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: 13,150 shares; 2025Q1: 12,908 shares; 2025Q2: 9,483 shares; 2025Q3: 7,585 shares; 2025Q4: 8,744 shares; 2026Q1: 8,834 shares; 2026Q2: 7,211 shares; 2026Q3: 6,079 shares 6,079 $1.61M 0.14% -1,132 Timeline NYF 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: 24,200 shares; 2025Q4: 24,200 shares; 2026Q1: 24,263 shares; 2026Q2: 27,632 shares; 2026Q3: 31,271 shares 31,271 $1.58M 0.14% +3,639 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,415 shares; 2025Q1: 4,318 shares; 2025Q2: 4,051 shares; 2025Q3: 4,095 shares; 2025Q4: 4,159 shares; 2026Q1: 4,203 shares; 2026Q2: 4,212 shares; 2026Q3: 4,582 shares 4,582 $1.55M 0.13% +370 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,728 shares; 2025Q1: 26,489 shares; 2025Q2: 26,089 shares; 2025Q3: 28,032 shares; 2025Q4: 60,871 shares; 2026Q1: 60,809 shares; 2026Q2: 32,073 shares; 2026Q3: 48,700 shares 48,700 $1.51M 0.13% +16,627 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 519 shares; 2025Q2: 671 shares; 2025Q3: 400 shares; 2025Q4: 1,482 shares; 2026Q1: 1,903 shares; 2026Q2: 1,904 shares; 2026Q3: 1,859 shares 1,859 $1.51M 0.13% -45 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 222 shares; 2025Q1: 242 shares; 2025Q2: 241 shares; 2025Q3: 3,902 shares; 2025Q4: 4,411 shares; 2026Q1: 7,126 shares; 2026Q2: 9,900 shares; 2026Q3: 5,992 shares 5,992 $1.44M 0.13% -3,908 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: 5,323 shares; 2025Q1: 4,703 shares; 2025Q2: 3,586 shares; 2025Q3: 3,578 shares; 2025Q4: 3,728 shares; 2026Q1: 3,820 shares; 2026Q2: 3,690 shares; 2026Q3: 3,877 shares 3,877 $1.39M 0.12% +187 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 578,334 shares; 2025Q1: 74,553 shares; 2025Q2: 66,734 shares; 2025Q3: 64,265 shares; 2025Q4: 62,886 shares; 2026Q1: 60,790 shares; 2026Q2: 60,343 shares; 2026Q3: 60,343 shares 60,343 $1.38M 0.12% 0 Timeline NUDM 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: 33,909 shares; 2025Q1: 31,335 shares; 2025Q2: 29,289 shares; 2025Q3: 32,758 shares; 2025Q4: 34,844 shares; 2026Q1: 31,497 shares; 2026Q2: 29,952 shares; 2026Q3: 31,810 shares 31,810 $1.26M 0.11% +1,858 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,983 shares; 2025Q1: 22,179 shares; 2025Q2: 18,849 shares; 2025Q3: 17,662 shares; 2025Q4: 17,164 shares; 2026Q1: 15,698 shares; 2026Q2: 15,284 shares; 2026Q3: 15,348 shares 15,348 $1.24M 0.11% +64 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: 11,225 shares; 2025Q1: 15,743 shares; 2025Q2: 25,762 shares; 2025Q3: 26,913 shares; 2025Q4: 26,812 shares; 2026Q1: 10,815 shares; 2026Q2: 8,184 shares; 2026Q3: 8,350 shares 8,350 $1.21M 0.11% +166 Timeline JCPB 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: not reported; 2025Q4: 7,826 shares; 2026Q1: 12,490 shares; 2026Q2: 16,429 shares; 2026Q3: 26,640 shares 26,640 $1.19M 0.1% +10,211 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: 3,043 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 2,711 shares; 2025Q4: 3,394 shares; 2026Q1: 3,404 shares; 2026Q2: 3,384 shares; 2026Q3: 3,489 shares 3,489 $1.19M 0.1% +105 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,810 shares; 2025Q1: 23,786 shares; 2025Q2: 22,649 shares; 2025Q3: 26,259 shares; 2025Q4: 26,260 shares; 2026Q1: 23,345 shares; 2026Q2: 22,544 shares; 2026Q3: 23,813 shares 23,813 $1.18M 0.1% +1,269 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: 27,716 shares; 2025Q1: 26,264 shares; 2025Q2: 23,998 shares; 2025Q3: 25,994 shares; 2025Q4: 25,977 shares; 2026Q1: 21,901 shares; 2026Q2: 20,775 shares; 2026Q3: 21,106 shares 21,106 $1.14M 0.1% +331 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,057 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,123 shares; 2026Q1: 1,118 shares; 2026Q2: 1,181 shares; 2026Q3: 1,621 shares 1,621 $1.14M 0.1% +440 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,319 shares; 2025Q1: 12,047 shares; 2025Q2: 10,011 shares; 2025Q3: 10,062 shares; 2025Q4: 20,539 shares; 2026Q1: 17,718 shares; 2026Q2: 17,086 shares; 2026Q3: 17,031 shares 17,031 $1.05M 0.09% -55 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 1,046 shares 1,046 $999K 0.09% +1,000 Timeline VNQ 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: 7,489 shares; 2025Q1: 7,760 shares; 2025Q2: 8,142 shares; 2025Q3: 9,737 shares; 2025Q4: 9,929 shares; 2026Q1: 10,130 shares; 2026Q2: 10,478 shares; 2026Q3: 10,259 shares 10,259 $920K 0.08% -219 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,235 shares; 2025Q1: 12,052 shares; 2025Q2: 11,453 shares; 2025Q3: 12,671 shares; 2025Q4: 26,222 shares; 2026Q1: 24,556 shares; 2026Q2: 22,968 shares; 2026Q3: 22,888 shares 22,888 $903K 0.08% -80 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 4,212 shares; 2026Q2: 4,901 shares; 2026Q3: 9,628 shares 9,628 $868K 0.08% +4,727 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: 2,076 shares; 2025Q1: 2,276 shares; 2025Q2: 3,306 shares; 2025Q3: 2,616 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares; 2026Q2: 3,120 shares; 2026Q3: 3,160 shares 3,160 $860K 0.07% +40 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,061,146 shares; 2025Q1: 142,421 shares; 2025Q2: 14,681 shares; 2025Q3: 14,280 shares; 2025Q4: 11,615 shares; 2026Q1: 13,172 shares; 2026Q2: 13,149 shares; 2026Q3: 12,811 shares 12,811 $856K 0.07% -338 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: 2,300 shares; 2025Q1: 2,265 shares; 2025Q2: 1,449 shares; 2025Q3: 2,357 shares; 2025Q4: 3,030 shares; 2026Q1: 3,033 shares; 2026Q2: 3,592 shares; 2026Q3: 7,781 shares 7,781 $813K 0.07% +4,189 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,013 shares; 2025Q1: 14,543 shares; 2025Q2: 14,471 shares; 2025Q3: 16,139 shares; 2025Q4: 16,935 shares; 2026Q1: 16,515 shares; 2026Q2: 16,472 shares; 2026Q3: 17,913 shares 17,913 $811K 0.07% +1,441 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares; 2026Q3: 835 shares 835 $770K 0.07% 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: 2,135 shares; 2025Q1: 2,584 shares; 2025Q2: 3,454 shares; 2025Q3: 4,116 shares; 2025Q4: 3,824 shares; 2026Q1: 1,899 shares; 2026Q2: 1,591 shares; 2026Q3: 1,398 shares 1,398 $712K 0.06% -193 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: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,405 shares; 2025Q4: 9,904 shares; 2026Q1: 10,294 shares; 2026Q2: 2,680 shares; 2026Q3: 2,580 shares 2,580 $675K 0.06% -100 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,037 shares; 2025Q1: 6,837 shares; 2025Q2: 18,101 shares; 2025Q3: 7,080 shares; 2025Q4: 11,184 shares; 2026Q1: 11,103 shares; 2026Q2: 9,695 shares; 2026Q3: 8,541 shares 8,541 $670K 0.06% -1,154 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 3,094 shares; 2026Q1: 3,283 shares; 2026Q2: 3,051 shares; 2026Q3: 3,086 shares 3,086 $629K 0.05% +35 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,845 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 4,130 shares; 2025Q4: 4,523 shares; 2026Q1: 4,523 shares; 2026Q2: 22,400 shares; 2026Q3: 22,400 shares 22,400 $626K 0.05% 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: 11,299 shares; 2025Q1: 7,872 shares; 2025Q2: 5,637 shares; 2025Q3: 5,454 shares; 2025Q4: 6,973 shares; 2026Q1: 7,399 shares; 2026Q2: 5,849 shares; 2026Q3: 5,803 shares 5,803 $625K 0.05% -46 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: 2,316 shares; 2025Q1: 1,742 shares; 2025Q2: 1,341 shares; 2025Q3: 1,263 shares; 2025Q4: 5,801 shares; 2026Q1: 6,148 shares; 2026Q2: 2,721 shares; 2026Q3: 2,675 shares 2,675 $618K 0.05% -46 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,914 shares; 2025Q1: 8,932 shares; 2025Q2: 6,819 shares; 2025Q3: 7,153 shares; 2025Q4: 13,673 shares; 2026Q1: 13,098 shares; 2026Q2: 12,769 shares; 2026Q3: 12,652 shares 12,652 $616K 0.05% -117 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,127 shares; 2025Q1: 5,992 shares; 2025Q2: 6,954 shares; 2025Q3: 5,154 shares; 2025Q4: 8,247 shares; 2026Q1: 6,873 shares; 2026Q2: 4,797 shares; 2026Q3: 4,725 shares 4,725 $599K 0.05% -72 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,647 shares; 2025Q1: 12,647 shares; 2025Q2: 6,892 shares; 2025Q3: 6,892 shares; 2025Q4: 6,892 shares; 2026Q1: 5,726 shares; 2026Q2: 5,726 shares; 2026Q3: 5,726 shares 5,726 $595K 0.05% 0 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: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 2,399 shares; 2026Q1: 2,432 shares; 2026Q2: 503 shares; 2026Q3: 512 shares 512 $592K 0.05% +9 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,842 shares; 2025Q1: 18,623 shares; 2025Q2: 14,993 shares; 2025Q3: 15,953 shares; 2025Q4: 17,085 shares; 2026Q1: 15,881 shares; 2026Q2: 15,275 shares; 2026Q3: 14,474 shares 14,474 $592K 0.05% -801 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,427 shares; 2025Q1: 7,344 shares; 2025Q2: 7,019 shares; 2025Q3: 7,041 shares; 2025Q4: 7,086 shares; 2026Q1: 7,055 shares; 2026Q2: 6,741 shares; 2026Q3: 6,623 shares 6,623 $590K 0.05% -118 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 565 shares; 2026Q1: 575 shares; 2026Q2: 524 shares; 2026Q3: 539 shares 539 $570K 0.05% +15 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,337 shares; 2025Q1: 5,553 shares; 2025Q2: 5,553 shares; 2025Q3: 5,539 shares; 2025Q4: 5,323 shares; 2026Q1: 5,663 shares; 2026Q2: 5,663 shares; 2026Q3: 5,720 shares 5,720 $554K 0.05% +57 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,539 shares; 2025Q1: 8,765 shares; 2025Q2: 32,130 shares; 2025Q3: 39,148 shares; 2025Q4: 47,020 shares; 2026Q1: 45,468 shares; 2026Q2: 41,125 shares; 2026Q3: 8,677 shares 8,677 $541K 0.05% -32,448 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: 642 shares; 2025Q1: 727 shares; 2025Q2: 1,031 shares; 2025Q3: 916 shares; 2025Q4: 3,081 shares; 2026Q1: 3,261 shares; 2026Q2: 2,731 shares; 2026Q3: 2,603 shares 2,603 $532K 0.05% -128 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,577 shares; 2025Q1: 1,532 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares; 2026Q2: 1,531 shares; 2026Q3: 2,095 shares 2,095 $519K 0.05% +564 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: 867 shares; 2025Q1: 912 shares; 2025Q2: 872 shares; 2025Q3: 781 shares; 2025Q4: 2,064 shares; 2026Q1: 2,080 shares; 2026Q2: 1,629 shares; 2026Q3: 1,800 shares 1,800 $512K 0.04% +171 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 2,696 shares; 2026Q3: 3,988 shares 3,988 $500K 0.04% +1,292 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 816 shares; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 3,598 shares; 2026Q2: 4,411 shares; 2026Q3: 9,735 shares 9,735 $489K 0.04% +5,324 Timeline SPIB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,719 shares; 2026Q1: 8,179 shares; 2026Q2: 10,275 shares; 2026Q3: 15,037 shares 15,037 $485K 0.04% +4,762 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: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 412 shares; 2025Q4: 475 shares; 2026Q1: 571 shares; 2026Q2: 582 shares; 2026Q3: 667 shares 667 $484K 0.04% +85 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,241 shares; 2025Q1: 4,091 shares; 2025Q2: 2,286 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,068 shares; 2026Q2: 2,068 shares; 2026Q3: 2,068 shares 2,068 $482K 0.04% 0 Timeline VGIT 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: 8,302 shares; 2025Q1: 9,151 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,177 shares; 2026Q2: 8,749 shares; 2026Q3: 8,467 shares 8,467 $480K 0.04% -282 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: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 5,856 shares; 2026Q2: 5,856 shares; 2026Q3: 5,856 shares 5,856 $475K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,099 shares; 2025Q1: 1,174 shares; 2025Q2: 869 shares; 2025Q3: 1,525 shares; 2025Q4: 3,129 shares; 2026Q1: 3,908 shares; 2026Q2: 3,141 shares; 2026Q3: 3,199 shares 3,199 $465K 0.04% +58 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,086 shares; 2026Q1: 5,880 shares; 2026Q2: 7,426 shares; 2026Q3: 10,968 shares 10,968 $464K 0.04% +3,542 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,952 shares; 2025Q1: 5,051 shares; 2025Q2: 4,171 shares; 2025Q3: 4,664 shares; 2025Q4: 4,998 shares; 2026Q1: 4,482 shares; 2026Q2: 4,237 shares; 2026Q3: 4,329 shares 4,329 $462K 0.04% +92 Timeline NULG 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: 3,912 shares; 2025Q1: 4,145 shares; 2025Q2: 3,583 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares; 2026Q1: 3,970 shares; 2026Q2: 3,968 shares; 2026Q3: 4,026 shares 4,026 $458K 0.04% +58 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295 shares; 2026Q1: 3,823 shares; 2026Q2: 5,161 shares; 2026Q3: 8,936 shares 8,936 $454K 0.04% +3,775 Timeline SCCR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,617 shares 18,617 $453K 0.04% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 8,615 shares 8,615 $443K 0.04% +7,315 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,519 shares; 2026Q1: 5,723 shares; 2026Q2: 6,238 shares; 2026Q3: 8,394 shares 8,394 $434K 0.04% +2,156 Timeline NUMV 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: 10,464 shares; 2025Q1: 10,222 shares; 2025Q2: 9,744 shares; 2025Q3: 10,787 shares; 2025Q4: 10,788 shares; 2026Q1: 10,276 shares; 2026Q2: 9,778 shares; 2026Q3: 9,814 shares 9,814 $415K 0.04% +36 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares; 2026Q3: 2,665 shares 2,665 $413K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 10,176 shares; 2026Q1: 10,176 shares; 2026Q2: 2,126 shares; 2026Q3: 2,126 shares 2,126 $406K 0.04% 0 Timeline NULV 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: 8,722 shares; 2025Q1: 8,237 shares; 2025Q2: 7,942 shares; 2025Q3: 8,977 shares; 2025Q4: 8,978 shares; 2026Q1: 8,033 shares; 2026Q2: 7,559 shares; 2026Q3: 7,682 shares 7,682 $404K 0.04% +123 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,640 shares; 2025Q1: 4,469 shares; 2025Q2: 26,854 shares; 2025Q3: 50,394 shares; 2025Q4: 55,423 shares; 2026Q1: 57,242 shares; 2026Q2: 19,095 shares; 2026Q3: 13,981 shares 13,981 $399K 0.03% -5,114 Timeline ARDX ARDELYX INC More: the full row for ARDELYX 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: 116,369 shares; 2026Q3: 116,369 shares 116,369 $398K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,663 shares; 2026Q1: 4,663 shares; 2026Q2: 4,663 shares; 2026Q3: 4,663 shares 4,663 $396K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,550 shares; 2025Q1: 3,462 shares; 2025Q2: 3,382 shares; 2025Q3: 3,263 shares; 2025Q4: 7,957 shares; 2026Q1: 10,498 shares; 2026Q2: 9,171 shares; 2026Q3: 3,946 shares 3,946 $384K 0.03% -5,225 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares; 2026Q3: 3,044 shares 3,044 $384K 0.03% 0 Timeline JEPI 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: 9,231 shares; 2025Q1: 10,005 shares; 2025Q2: 10,008 shares; 2025Q3: 10,059 shares; 2025Q4: 11,117 shares; 2026Q1: 11,015 shares; 2026Q2: 10,699 shares; 2026Q3: 6,818 shares 6,818 $383K 0.03% -3,881 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 1,739 shares; 2026Q2: 1,982 shares; 2026Q3: 3,787 shares 3,787 $356K 0.03% +1,805 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,628 shares; 2026Q1: 14,628 shares; 2026Q2: 5,279 shares; 2026Q3: 5,279 shares 5,279 $355K 0.03% 0 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: 2,160 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 3,878 shares; 2025Q4: 3,887 shares; 2026Q1: 4,167 shares; 2026Q2: 4,419 shares; 2026Q3: 4,419 shares 4,419 $335K 0.03% 0 Timeline SCHP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,175 shares 13,175 $331K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 718 shares; 2025Q1: 738 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 3,198 shares; 2026Q1: 2,975 shares; 2026Q2: 2,559 shares; 2026Q3: 2,639 shares 2,639 $330K 0.03% +80 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,139 shares; 2025Q1: 6,554 shares; 2025Q2: 6,193 shares; 2025Q3: 6,824 shares; 2025Q4: 7,621 shares; 2026Q1: 6,822 shares; 2026Q2: 6,219 shares; 2026Q3: 6,324 shares 6,324 $329K 0.03% +105 Timeline LQD 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: not reported; 2026Q2: 3,215 shares; 2026Q3: 3,215 shares 3,215 $329K 0.03% 0 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 474 shares; 2026Q1: 713 shares; 2026Q2: 768 shares; 2026Q3: 926 shares 926 $325K 0.03% +158 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: 16,199 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 59,431 shares; 2026Q1: 59,606 shares; 2026Q2: 59,421 shares; 2026Q3: 6,865 shares 6,865 $325K 0.03% -52,556 Timeline NUMG 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: 5,902 shares; 2025Q1: 6,398 shares; 2025Q2: 5,845 shares; 2025Q3: 6,768 shares; 2025Q4: 6,769 shares; 2026Q1: 6,994 shares; 2026Q2: 6,996 shares; 2026Q3: 7,124 shares 7,124 $322K 0.03% +128 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: 6,441 shares; 2025Q1: 6,552 shares; 2025Q2: 6,346 shares; 2025Q3: 6,980 shares; 2025Q4: 7,893 shares; 2026Q1: 7,074 shares; 2026Q2: 6,603 shares; 2026Q3: 6,585 shares 6,585 $320K 0.03% -18 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: 3,835 shares; 2025Q1: 3,711 shares; 2025Q2: 1,979 shares; 2025Q3: 1,718 shares; 2025Q4: 4,178 shares; 2026Q1: 4,178 shares; 2026Q2: 2,678 shares; 2026Q3: 2,578 shares 2,578 $310K 0.03% -100 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,483 shares; 2025Q1: 5,511 shares; 2025Q2: 4,232 shares; 2025Q3: 2,236 shares; 2025Q4: 3,766 shares; 2026Q1: 3,507 shares; 2026Q2: 5,572 shares; 2026Q3: 2,050 shares 2,050 $306K 0.03% -3,522 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 363 shares; 2026Q1: 401 shares; 2026Q2: 530 shares; 2026Q3: 593 shares 593 $302K 0.03% +63 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,784 shares; 2025Q1: 13,709 shares; 2025Q2: 13,708 shares; 2025Q3: 13,708 shares; 2025Q4: 13,709 shares; 2026Q1: 11,754 shares; 2026Q2: 11,754 shares; 2026Q3: 11,754 shares 11,754 $301K 0.03% 0 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: 4,498 shares; 2025Q1: 3,533 shares; 2025Q2: 2,478 shares; 2025Q3: 820 shares; 2025Q4: 6,477 shares; 2026Q1: 6,644 shares; 2026Q2: 1,098 shares; 2026Q3: 1,623 shares 1,623 $301K 0.03% +525 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,834 shares; 2025Q1: 13,789 shares; 2025Q2: 13,788 shares; 2025Q3: 13,788 shares; 2025Q4: 13,789 shares; 2026Q1: 11,841 shares; 2026Q2: 11,841 shares; 2026Q3: 11,841 shares 11,841 $299K 0.03% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 1,029 shares; 2026Q1: 1,079 shares; 2026Q2: 1,039 shares; 2026Q3: 1,039 shares 1,039 $298K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,968 shares; 2025Q1: 34,040 shares; 2025Q2: 19,631 shares; 2025Q3: 14,599 shares; 2025Q4: 22,607 shares; 2026Q1: 20,054 shares; 2026Q2: 12,889 shares; 2026Q3: 13,625 shares 13,625 $296K 0.03% +736 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,778 shares; 2025Q1: 13,728 shares; 2025Q2: 13,728 shares; 2025Q3: 13,728 shares; 2025Q4: 13,729 shares; 2026Q1: 11,788 shares; 2026Q2: 11,788 shares; 2026Q3: 11,788 shares 11,788 $296K 0.03% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,820 shares; 2025Q1: 13,815 shares; 2025Q2: 13,815 shares; 2025Q3: 13,815 shares; 2025Q4: 13,816 shares; 2026Q1: 11,863 shares; 2026Q2: 11,863 shares; 2026Q3: 11,863 shares 11,863 $293K 0.03% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,671 shares; 2025Q1: 4,710 shares; 2025Q2: 4,709 shares; 2025Q3: 6,882 shares; 2025Q4: 12,113 shares; 2026Q1: 12,153 shares; 2026Q2: 12,153 shares; 2026Q3: 11,859 shares 11,859 $287K 0.03% -294 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 3,896 shares; 2026Q1: 3,896 shares; 2026Q2: 3,896 shares; 2026Q3: 3,896 shares 3,896 $287K 0.02% 0 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE 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: 3,664 shares; 2026Q1: 4,833 shares; 2026Q2: 5,146 shares; 2026Q3: 6,707 shares 6,707 $285K 0.02% +1,561 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,195 shares; 2025Q1: 1,120 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 446 shares; 2026Q1: 535 shares; 2026Q2: 500 shares; 2026Q3: 498 shares 498 $275K 0.02% -2 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS 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: 6,890 shares 6,890 $273K 0.02% new 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: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares; 2026Q3: 411 shares 411 $270K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares; 2026Q3: 1,665 shares 1,665 $267K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 344 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,820 shares; 2026Q1: 2,820 shares; 2026Q2: 2,820 shares; 2026Q3: 2,808 shares 2,808 $267K 0.02% -12 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,969 shares; 2025Q1: 3,969 shares; 2025Q2: 3,969 shares; 2025Q3: 3,969 shares; 2025Q4: 3,969 shares; 2026Q1: 3,969 shares; 2026Q2: 3,969 shares; 2026Q3: 3,969 shares 3,969 $260K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 7,214 shares; 2026Q1: 2,842 shares; 2026Q2: 3,110 shares; 2026Q3: 3,177 shares 3,177 $258K 0.02% +67 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,516 shares; 2025Q1: 3,117 shares; 2025Q2: 2,835 shares; 2025Q3: 258 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares; 2026Q2: 3,234 shares; 2026Q3: 1,876 shares 1,876 $255K 0.02% -1,358 Timeline JSCP 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: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 2,151 shares; 2026Q3: 5,515 shares 5,515 $254K 0.02% +3,364 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: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 810 shares; 2026Q3: 810 shares 810 $253K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,698 shares; 2025Q1: 1,456 shares; 2025Q2: 1,474 shares; 2025Q3: 1,312 shares; 2025Q4: 1,457 shares; 2026Q1: 2,668 shares; 2026Q2: 2,312 shares; 2026Q3: 759 shares 759 $252K 0.02% -1,553 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 1,646 shares; 2026Q1: 1,661 shares; 2026Q2: 985 shares; 2026Q3: 985 shares 985 $251K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 387 shares; 2026Q1: 390 shares; 2026Q2: 208 shares; 2026Q3: 595 shares 595 $251K 0.02% +387 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares; 2026Q2: 612 shares; 2026Q3: 612 shares 612 $249K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 1,178 shares; 2025Q4: 3,902 shares; 2026Q1: 4,164 shares; 2026Q2: 2,962 shares; 2026Q3: 2,956 shares 2,956 $245K 0.02% -6 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 23 shares; 2025Q4: 1,038 shares; 2026Q1: 1,340 shares; 2026Q2: 2,799 shares; 2026Q3: 2,953 shares 2,953 $236K 0.02% +154 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 243 shares; 2025Q2: 233 shares; 2025Q3: 52 shares; 2025Q4: 1,253 shares; 2026Q1: 1,253 shares; 2026Q2: 253 shares; 2026Q3: 344 shares 344 $231K 0.02% +91 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 2,498 shares; 2025Q4: 42,987 shares; 2026Q1: 42,987 shares; 2026Q2: 4,181 shares; 2026Q3: 4,181 shares 4,181 $229K 0.02% 0 Timeline JMUB 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: not reported; 2025Q4: 1,898 shares; 2026Q1: 2,983 shares; 2026Q2: 2,607 shares; 2026Q3: 4,800 shares 4,800 $228K 0.02% +2,193 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,637 shares; 2025Q3: not reported; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 2,263 shares; 2026Q3: 26,526 shares 26,526 $219K 0.02% +24,263 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,894 shares; 2025Q1: 10,245 shares; 2025Q2: 10,242 shares; 2025Q3: 10,242 shares; 2025Q4: 10,243 shares; 2026Q1: 10,272 shares; 2026Q2: 10,272 shares; 2026Q3: 10,272 shares 10,272 $218K 0.02% 0 Timeline JEPQ 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104 shares; 2026Q3: 3,520 shares 3,520 $216K 0.02% +3,416 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT 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: 2,739 shares 2,739 $212K 0.02% new 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: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $212K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 649 shares; 2026Q3: 649 shares 649 $211K 0.02% 0 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: 27,086 shares; 2025Q1: 19,428 shares; 2025Q2: 8,828 shares; 2025Q3: 3,543 shares; 2025Q4: 7,160 shares; 2026Q1: 7,065 shares; 2026Q2: 7,745 shares; 2026Q3: 8,502 shares 8,502 $207K 0.02% +757 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: not reported; 2025Q1: 4,757 shares; 2025Q2: 4,756 shares; 2025Q3: 4,756 shares; 2025Q4: 5,746 shares; 2026Q1: 5,765 shares; 2026Q2: 3,979 shares; 2026Q3: 3,979 shares 3,979 $200K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 175 shares; 2026Q3: 438 shares 438 $200K 0.02% +263 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,274 shares; 2025Q1: 11,274 shares; 2025Q2: 10,164 shares; 2025Q3: 10,164 shares; 2025Q4: 10,164 shares; 2026Q1: 10,193 shares; 2026Q2: 10,193 shares; 2026Q3: 8,534 shares 8,534 $190K 0.02% -1,659 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 399 shares; 2025Q1: 299 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 117 shares; 2026Q2: 3,307 shares; 2026Q3: 711 shares 711 $184K 0.02% -2,596 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 1,032 shares; 2026Q1: 1,070 shares; 2026Q2: 1,088 shares; 2026Q3: 1,122 shares 1,122 $183K 0.02% +34 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,266 shares; 2025Q1: 8,309 shares; 2025Q2: 8,308 shares; 2025Q3: 8,308 shares; 2025Q4: 6,914 shares; 2026Q1: 6,938 shares; 2026Q2: 6,523 shares; 2026Q3: 7,476 shares 7,476 $180K 0.02% +953 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 969 shares; 2026Q3: 944 shares 944 $176K 0.02% -25 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: 503 shares; 2025Q1: 386 shares; 2025Q2: 290 shares; 2025Q3: 296 shares; 2025Q4: 607 shares; 2026Q1: 665 shares; 2026Q2: 413 shares; 2026Q3: 193 shares 193 $175K 0.02% -220 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,646 shares; 2026Q1: 5,818 shares; 2026Q2: 5,841 shares; 2026Q3: 5,844 shares 5,844 $175K 0.02% +3 Timeline VONG 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: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 844 shares; 2026Q1: 844 shares; 2026Q2: 844 shares; 2026Q3: 1,336 shares 1,336 $172K 0.01% +492 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: 7,052 shares; 2025Q1: 4,210 shares; 2025Q2: 4,190 shares; 2025Q3: 3,288 shares; 2025Q4: 3,063 shares; 2026Q1: 2,724 shares; 2026Q2: 2,376 shares; 2026Q3: 1,991 shares 1,991 $171K 0.01% -385 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 1,264 shares; 2026Q2: 1,445 shares; 2026Q3: 2,222 shares 2,222 $169K 0.01% +777 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 76 shares; 2026Q1: 184 shares; 2026Q2: 824 shares; 2026Q3: 919 shares 919 $169K 0.01% +95 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 58 shares; 2026Q1: 274 shares; 2026Q2: 289 shares; 2026Q3: 392 shares 392 $169K 0.01% +103 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,920 shares; 2025Q2: 1,520 shares; 2025Q3: 1,471 shares; 2025Q4: 1,468 shares; 2026Q1: 1,465 shares; 2026Q2: 1,787 shares; 2026Q3: 1,763 shares 1,763 $165K 0.01% -24 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,828 shares; 2025Q1: 4,828 shares; 2025Q2: 6,757 shares; 2025Q3: 6,757 shares; 2025Q4: 8,180 shares; 2026Q1: 8,211 shares; 2026Q2: 8,211 shares; 2026Q3: 8,211 shares 8,211 $165K 0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,372 shares; 2025Q1: 8,372 shares; 2025Q2: 8,369 shares; 2025Q3: 8,369 shares; 2025Q4: 8,370 shares; 2026Q1: 8,395 shares; 2026Q2: 8,395 shares; 2026Q3: 8,395 shares 8,395 $163K 0.01% 0 Timeline SPYV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 1,339 shares; 2026Q2: 1,641 shares; 2026Q3: 2,672 shares 2,672 $163K 0.01% +1,031 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,618 shares; 2025Q1: 5,788 shares; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares; 2025Q4: 7,631 shares; 2026Q1: 7,659 shares; 2026Q2: 7,659 shares; 2026Q3: 7,659 shares 7,659 $162K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 651 shares; 2026Q2: 793 shares; 2026Q3: 1,306 shares 1,306 $161K 0.01% +513 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS 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: 4,619 shares; 2026Q3: 2,061 shares 2,061 $159K 0.01% -2,558 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares; 2026Q3: 1,768 shares 1,768 $158K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,801 shares; 2025Q1: 1,783 shares; 2025Q2: 1,485 shares; 2025Q3: 1,097 shares; 2025Q4: 899 shares; 2026Q1: 614 shares; 2026Q2: 607 shares; 2026Q3: 603 shares 603 $158K 0.01% -4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares; 2026Q3: 1,145 shares 1,145 $158K 0.01% +127 Timeline DFAW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares; 2026Q3: 1,910 shares 1,910 $157K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 278 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 541 shares; 2026Q3: 441 shares 441 $156K 0.01% -100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,716 shares; 2026Q1: 8,751 shares; 2026Q2: 2,668 shares; 2026Q3: 2,668 shares 2,668 $154K 0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 903 shares; 2026Q1: 1,110 shares; 2026Q2: 2,278 shares; 2026Q3: 3,146 shares 3,146 $154K 0.01% +868 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: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,674 shares; 2026Q1: 2,685 shares; 2026Q2: 2,697 shares; 2026Q3: 4,219 shares 4,219 $152K 0.01% +1,522 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 746 shares; 2026Q3: 718 shares 718 $151K 0.01% -28 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,380 shares; 2026Q3: 1,380 shares 1,380 $151K 0.01% 0 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: not reported; 2025Q4: 948 shares; 2026Q1: 1,513 shares; 2026Q2: 1,995 shares; 2026Q3: 3,228 shares 3,228 $151K 0.01% +1,233 Timeline VGK 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: not reported; 2025Q3: not reported; 2025Q4: 3,955 shares; 2026Q1: 3,955 shares; 2026Q2: 3,955 shares; 2026Q3: 1,721 shares 1,721 $149K 0.01% -2,234 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: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 763 shares; 2026Q3: 790 shares 790 $149K 0.01% +27 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 536 shares; 2026Q2: 528 shares; 2026Q3: 529 shares 529 $147K 0.01% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,508 shares; 2026Q3: 2,465 shares 2,465 $142K 0.01% -43 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,354 shares; 2025Q1: 5,625 shares; 2025Q2: 895 shares; 2025Q3: 839 shares; 2025Q4: 742 shares; 2026Q1: 725 shares; 2026Q2: 720 shares; 2026Q3: 683 shares 683 $142K 0.01% -37 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 737 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 741 shares; 2025Q4: 1,043 shares; 2026Q1: 1,264 shares; 2026Q2: 684 shares; 2026Q3: 618 shares 618 $141K 0.01% -66 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $140K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 868 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 1,164 shares; 2026Q1: 417 shares; 2026Q2: 1,856 shares; 2026Q3: 1,756 shares 1,756 $138K 0.01% -100 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 435 shares; 2026Q2: 895 shares; 2026Q3: 895 shares 895 $136K 0.01% 0 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: 352 shares; 2025Q1: 452 shares; 2025Q2: 411 shares; 2025Q3: 387 shares; 2025Q4: 1,003 shares; 2026Q1: 989 shares; 2026Q2: 740 shares; 2026Q3: 825 shares 825 $135K 0.01% +85 Timeline SCUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,353 shares 5,353 $134K 0.01% new Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 2,268 shares; 2026Q3: 2,268 shares 2,268 $134K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 482 shares; 2026Q1: 746 shares; 2026Q2: 1,034 shares; 2026Q3: 1,169 shares 1,169 $133K 0.01% +135 Timeline SMMD 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: not reported; 2026Q2: not reported; 2026Q3: 1,494 shares 1,494 $128K 0.01% new 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: 3,596 shares; 2025Q1: 1,987 shares; 2025Q2: 2,185 shares; 2025Q3: 1,310 shares; 2025Q4: 4,398 shares; 2026Q1: 4,011 shares; 2026Q2: 822 shares; 2026Q3: 920 shares 920 $126K 0.01% +98 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 455 shares; 2026Q3: 824 shares 824 $124K 0.01% +369 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares; 2026Q3: 345 shares 345 $123K 0.01% +1 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: 2,135 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 1,502 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares; 2026Q2: 1,788 shares; 2026Q3: 2,259 shares 2,259 $123K 0.01% +471 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 296 shares; 2026Q1: 393 shares; 2026Q2: 364 shares; 2026Q3: 428 shares 428 $122K 0.01% +64 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares; 2026Q3: 4,500 shares 4,500 $121K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 717 shares; 2026Q3: 749 shares 749 $120K 0.01% +32 Timeline MLRG 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: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares; 2026Q3: 1,134 shares 1,134 $120K 0.01% 0 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM 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: 5,806 shares; 2026Q3: 6,886 shares 6,886 $120K 0.01% +1,080 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: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 73 shares; 2026Q1: 87 shares; 2026Q2: 108 shares; 2026Q3: 139 shares 139 $119K 0.01% +31 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 250 shares; 2026Q1: 275 shares; 2026Q2: 305 shares; 2026Q3: 305 shares 305 $119K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 250 shares; 2026Q1: 314 shares; 2026Q2: 339 shares; 2026Q3: 873 shares 873 $117K 0.01% +534 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: 431 shares; 2025Q1: 631 shares; 2025Q2: 504 shares; 2025Q3: 319 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares; 2026Q2: 528 shares; 2026Q3: 528 shares 528 $116K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 2,223 shares; 2026Q3: 2,123 shares 2,123 $114K 0.01% -100 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452 shares; 2026Q1: 759 shares; 2026Q2: 759 shares; 2026Q3: 1,519 shares 1,519 $113K 0.01% +760 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 1,790 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 1,142 shares; 2026Q3: 1,557 shares 1,557 $112K 0.01% +415 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,808 shares; 2025Q1: 1,521 shares; 2025Q2: 1,638 shares; 2025Q3: 207 shares; 2025Q4: 268 shares; 2026Q1: 288 shares; 2026Q2: 368 shares; 2026Q3: 386 shares 386 $110K 0.01% +18 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 524 shares; 2026Q2: 425 shares; 2026Q3: 540 shares 540 $110K 0.01% +115 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 746 shares; 2026Q3: 706 shares 706 $109K 0.01% -40 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: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 1,780 shares; 2026Q1: 1,990 shares; 2026Q2: 2,080 shares; 2026Q3: 2,350 shares 2,350 $109K 0.01% +270 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: 335 shares; 2025Q1: 335 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 445 shares; 2026Q1: 497 shares; 2026Q2: 520 shares; 2026Q3: 560 shares 560 $108K 0.01% +40 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: 200 shares; 2025Q1: 300 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 203 shares; 2026Q2: 680 shares; 2026Q3: 680 shares 680 $107K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,229 shares 1,229 $105K 0.01% new Timeline ESGV 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: 813 shares; 2025Q1: 760 shares; 2025Q2: 703 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 760 shares; 2026Q2: 760 shares; 2026Q3: 766 shares 766 $104K 0.01% +6 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: 1,374 shares; 2026Q3: 1,374 shares 1,374 $101K 0.01% 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: 681 shares; 2025Q1: 1,403 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 315 shares; 2026Q1: 337 shares; 2026Q2: 271 shares; 2026Q3: 271 shares 271 $99.5K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 1,790 shares; 2025Q2: 1,630 shares; 2025Q3: 1,470 shares; 2025Q4: 1,320 shares; 2026Q1: 1,160 shares; 2026Q2: 1,000 shares; 2026Q3: 840 shares 840 $98.7K 0.01% -160 Timeline DFUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,182 shares 1,182 $98.1K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 653 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares; 2026Q3: 495 shares 495 $95.7K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 27 shares; 2026Q1: 36 shares; 2026Q2: 390 shares; 2026Q3: 480 shares 480 $93.6K 0.01% +90 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: 1,051 shares; 2025Q1: 957 shares; 2025Q2: 880 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 911 shares; 2026Q2: 882 shares; 2026Q3: 895 shares 895 $92.2K 0.01% +13 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: 120 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 667 shares; 2026Q1: 599 shares; 2026Q2: 577 shares; 2026Q3: 577 shares 577 $89.5K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 1,006 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 1,149 shares; 2026Q1: 673 shares; 2026Q2: 871 shares; 2026Q3: 1,033 shares 1,033 $89.1K 0.01% +162 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: 367 shares; 2026Q1: 397 shares; 2026Q2: 363 shares; 2026Q3: 379 shares 379 $88.6K 0.01% +16 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares; 2026Q3: 670 shares 670 $87.1K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 47 shares 47 $85.1K 0.01% +46 Timeline VCRM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 869 shares; 2026Q2: 869 shares; 2026Q3: 1,175 shares 1,175 $84.1K 0.01% +306 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 966 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 300 shares; 2025Q4: 301 shares; 2026Q1: 411 shares; 2026Q2: 459 shares; 2026Q3: 546 shares 546 $84K 0.01% +87 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 29 shares; 2026Q1: 158 shares; 2026Q2: 256 shares; 2026Q3: 863 shares 863 $83.9K 0.01% +607 Timeline DFGP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares; 2026Q3: 1,600 shares 1,600 $83.1K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares; 2026Q3: 295 shares 295 $82.6K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 714 shares; 2026Q1: 1,028 shares; 2026Q2: 1,611 shares; 2026Q3: 1,776 shares 1,776 $82.6K 0.01% +165 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: not reported; 2025Q1: 227 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 377 shares; 2026Q3: 779 shares 779 $81.8K 0.01% +402 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,002 shares; 2025Q1: 3,006 shares; 2025Q2: 3,998 shares; 2025Q3: 3,998 shares; 2025Q4: 2,665 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares; 2026Q3: 3,194 shares 3,194 $79.7K 0.01% +519 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 558 shares; 2026Q3: 554 shares 554 $79K 0.01% -4 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $78.9K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,294 shares; 2025Q1: 1,622 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 9,879 shares; 2026Q1: 10,047 shares; 2026Q2: 890 shares; 2026Q3: 790 shares 790 $78.1K 0.01% -100 Timeline GARP 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: 51 shares; 2026Q1: 183 shares; 2026Q2: 280 shares; 2026Q3: 911 shares 911 $77.7K 0.01% +631 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 125 shares; 2026Q3: 194 shares 194 $77K 0.01% +69 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,509 shares; 2025Q1: 1,462 shares; 2025Q2: 1,433 shares; 2025Q3: 1,607 shares; 2025Q4: 1,608 shares; 2026Q1: 1,545 shares; 2026Q2: 1,548 shares; 2026Q3: 1,669 shares 1,669 $76.1K 0.01% +121 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: 293 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 349 shares; 2026Q3: 267 shares 267 $76K 0.01% -82 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,181 shares; 2025Q1: 3,276 shares; 2025Q2: 3,276 shares; 2025Q3: 3,276 shares; 2025Q4: 4,003 shares; 2026Q1: 4,018 shares; 2026Q2: 4,018 shares; 2026Q3: 3,289 shares 3,289 $74.6K 0.01% -729 Timeline VEU 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: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares; 2026Q3: 880 shares 880 $73K 0.01% +509 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 237 shares; 2026Q3: 237 shares 237 $71.2K 0.01% 0 Timeline PFF 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: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: 1,321 shares; 2026Q2: 2,451 shares; 2026Q3: 2,396 shares 2,396 $70.7K 0.01% -55 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 534 shares; 2026Q3: 544 shares 544 $70.4K 0.01% +10 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 683 shares; 2026Q3: 683 shares 683 $69.2K 0.01% 0 Timeline HYMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares; 2026Q1: 2,243 shares; 2026Q2: 1,412 shares; 2026Q3: 2,943 shares 2,943 $69.1K 0.01% +1,531 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: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 808 shares; 2026Q1: 874 shares; 2026Q2: 403 shares; 2026Q3: 470 shares 470 $68K 0.01% +67 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 3,369 shares; 2026Q1: 3,219 shares; 2026Q2: 1,411 shares; 2026Q3: 2,813 shares 2,813 $63.9K 0.01% +1,402 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 160 shares; 2026Q1: 180 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $63.7K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 812 shares; 2026Q3: 812 shares 812 $63.1K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 572 shares 572 $63.1K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 291 shares; 2026Q1: 291 shares; 2026Q2: 291 shares; 2026Q3: 277 shares 277 $62.6K 0.01% -14 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,701 shares; 2025Q1: 1,350 shares; 2025Q2: 333 shares; 2025Q3: 202 shares; 2025Q4: 720 shares; 2026Q1: 716 shares; 2026Q2: 716 shares; 2026Q3: 716 shares 716 $61.4K 0.01% 0 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: 597 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 1,273 shares; 2026Q1: 1,285 shares; 2026Q2: 642 shares; 2026Q3: 642 shares 642 $59.7K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 563 shares; 2026Q1: 638 shares; 2026Q2: 521 shares; 2026Q3: 530 shares 530 $59.4K 0.01% +9 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: 22 shares; 2026Q1: 22 shares; 2026Q2: 47 shares; 2026Q3: 97 shares 97 $59.3K 0.01% +50 Timeline VTEI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 402 shares; 2026Q1: 403 shares; 2026Q2: 527 shares; 2026Q3: 611 shares 611 $58.3K 0.01% +84 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares; 2026Q3: 1,401 shares 1,401 $58.2K 0.01% 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: 49 shares; 2026Q1: 250 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $58.1K 0.01% 0 Timeline SCMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 1,892 shares; 2026Q2: 1,532 shares; 2026Q3: 2,403 shares 2,403 $58K 0.01% +871 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares; 2026Q3: 720 shares 720 $57.7K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 23 shares; 2026Q2: 213 shares; 2026Q3: 173 shares 173 $52.8K <0.01% -40 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: not reported; 2026Q3: 324 shares 324 $52.8K <0.01% new 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: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 154 shares; 2026Q1: 249 shares; 2026Q2: 292 shares; 2026Q3: 389 shares 389 $51.5K <0.01% +97 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $51.5K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 597 shares; 2026Q1: 597 shares; 2026Q2: 597 shares; 2026Q3: 597 shares 597 $50.8K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 78 shares; 2026Q1: 176 shares; 2026Q2: 416 shares; 2026Q3: 481 shares 481 $50.2K <0.01% +65 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 776 shares; 2026Q1: 776 shares; 2026Q2: 776 shares; 2026Q3: 776 shares 776 $50.1K <0.01% 0 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: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: not reported; 2025Q4: 622 shares; 2026Q1: 624 shares; 2026Q2: 624 shares; 2026Q3: 624 shares 624 $48.9K <0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,813 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares; 2026Q3: 1,029 shares 1,029 $48.8K <0.01% 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: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 396 shares; 2026Q1: 467 shares; 2026Q2: 492 shares; 2026Q3: 492 shares 492 $48.1K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,990 shares; 2025Q1: 2,029 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares; 2026Q2: 2,355 shares; 2026Q3: 1,755 shares 1,755 $47.9K <0.01% -600 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,980 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares; 2026Q3: 1,988 shares 1,988 $47.8K <0.01% 0 Timeline SCHV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,436 shares 1,436 $47.8K <0.01% new Timeline SPMD 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: not reported; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 331 shares; 2026Q2: 331 shares; 2026Q3: 756 shares 756 $47.7K <0.01% +425 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,928 shares; 2026Q1: 1,936 shares; 2026Q2: 1,936 shares; 2026Q3: 1,936 shares 1,936 $47.4K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 50 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $46.8K <0.01% 0 Timeline SPYM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares; 2026Q2: 518 shares; 2026Q3: 518 shares 518 $46.5K <0.01% 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: not reported; 2025Q1: 1,053 shares; 2025Q2: 938 shares; 2025Q3: 46 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $45K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 997 shares; 2026Q3: 997 shares 997 $42.5K <0.01% 0 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,584 shares; 2026Q2: 1,584 shares; 2026Q3: 1,584 shares 1,584 $41.8K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 430 shares; 2026Q2: 1,055 shares; 2026Q3: 1,055 shares 1,055 $41.3K <0.01% 0 Timeline IOO 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: not reported; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $41.2K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,134 shares; 2026Q1: 2,156 shares; 2026Q2: 875 shares; 2026Q3: 875 shares 875 $40.5K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 121 shares; 2026Q2: 121 shares; 2026Q3: 106 shares 106 $40.5K <0.01% -15 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 2,264 shares; 2025Q3: 1,515 shares; 2025Q4: 1,191 shares; 2026Q1: 1,204 shares; 2026Q2: 3,303 shares; 2026Q3: 3,303 shares 3,303 $39.8K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $39.5K <0.01% 0 Timeline IWL 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: not reported; 2026Q2: not reported; 2026Q3: 203 shares 203 $38.6K <0.01% new Timeline ITOT 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: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares; 2026Q3: 231 shares 231 $38.4K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares; 2026Q3: 442 shares 442 $37.8K <0.01% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 251 shares; 2026Q1: 483 shares; 2026Q2: 483 shares; 2026Q3: 483 shares 483 $37.5K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 850 shares; 2026Q3: 840 shares 840 $37.4K <0.01% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 525 shares; 2026Q1: 586 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $36.9K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $36.7K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 78 shares; 2026Q2: 107 shares; 2026Q3: 432 shares 432 $36.4K <0.01% +325 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,393 shares; 2025Q4: 2,393 shares; 2026Q1: 1,682 shares; 2026Q2: 1,682 shares; 2026Q3: 1,682 shares 1,682 $35.3K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 182 shares; 2026Q2: 140 shares; 2026Q3: 90 shares 90 $34.3K <0.01% -50 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $33.9K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $33.8K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 111 shares; 2026Q1: 165 shares; 2026Q2: 189 shares; 2026Q3: 249 shares 249 $33.7K <0.01% +60 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 1,818 shares; 2026Q2: 1,818 shares; 2026Q3: 1,818 shares 1,818 $33.4K <0.01% 0 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: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 426 shares; 2026Q3: 426 shares 426 $33.3K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,543 shares; 2025Q4: 5,545 shares; 2026Q1: 5,545 shares; 2026Q2: 5,856 shares; 2026Q3: 5,843 shares 5,843 $32.7K <0.01% -13 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 198 shares; 2026Q1: 228 shares; 2026Q2: 258 shares; 2026Q3: 258 shares 258 $32.4K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 174 shares; 2026Q3: 126 shares 126 $32.4K <0.01% -48 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares; 2026Q3: 193 shares 193 $32.3K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,983 shares; 2026Q1: 83 shares; 2026Q2: not reported; 2026Q3: 422 shares 422 $31.8K <0.01% new Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,188 shares; 2026Q1: 1,197 shares; 2026Q2: 1,197 shares; 2026Q3: 1,197 shares 1,197 $31.6K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $31.5K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 58 shares; 2026Q2: 68 shares; 2026Q3: 103 shares 103 $31.5K <0.01% +35 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 299 shares 299 $31.1K <0.01% +295 Timeline ITT ITT INC More: the full row for ITT 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: 62 shares; 2026Q1: 103 shares; 2026Q2: 121 shares; 2026Q3: 154 shares 154 $31.1K <0.01% +33 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: 870 shares; 2025Q1: 870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares; 2026Q2: 312 shares; 2026Q3: 312 shares 312 $31K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 25 shares; 2026Q1: 46 shares; 2026Q2: 56 shares; 2026Q3: 71 shares 71 $30.9K <0.01% +15 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 702 shares; 2026Q3: 702 shares 702 $30.9K <0.01% 0 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: 3,991 shares; 2025Q1: 776 shares; 2025Q2: 393 shares; 2025Q3: 230 shares; 2025Q4: 229 shares; 2026Q1: 502 shares; 2026Q2: 502 shares; 2026Q3: 327 shares 327 $30.7K <0.01% -175 Timeline MOAT 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: not reported; 2025Q4: not reported; 2026Q1: 272 shares; 2026Q2: 287 shares; 2026Q3: 287 shares 287 $30.3K <0.01% 0 Timeline IUSB 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: 274 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 675 shares 675 $29.8K <0.01% +400 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $29.2K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares; 2026Q3: 155 shares 155 $29K <0.01% +51 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: 123 shares; 2026Q1: 216 shares; 2026Q2: 292 shares; 2026Q3: 306 shares 306 $28.8K <0.01% +14 Timeline FDL 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: 586 shares 586 $28.8K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $28.5K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 283 shares; 2026Q3: 283 shares 283 $28.1K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 362 shares; 2026Q3: 362 shares 362 $28K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 332 shares; 2026Q3: 332 shares 332 $27.7K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares; 2026Q3: 288 shares 288 $27.6K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 398 shares; 2026Q1: 402 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $27.4K <0.01% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $27.3K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 345 shares; 2026Q3: 345 shares 345 $27K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 15 shares; 2026Q1: 27 shares; 2026Q2: 33 shares; 2026Q3: 55 shares 55 $26.8K <0.01% +22 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 109 shares; 2026Q3: 111 shares 111 $26.8K <0.01% +2 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 400 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 302 shares; 2026Q1: 917 shares; 2026Q2: 514 shares; 2026Q3: 322 shares 322 $26.1K <0.01% -192 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 308 shares 308 $26K <0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 532 shares; 2026Q2: 532 shares; 2026Q3: 532 shares 532 $25.6K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 891 shares; 2026Q1: 506 shares; 2026Q2: 686 shares; 2026Q3: 618 shares 618 $25.5K <0.01% -68 Timeline VCLT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 367 shares; 2026Q3: 367 shares 367 $25.1K <0.01% 0 Timeline ACNB ACNB CORP More: the full row for ACNB 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: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 401 shares 401 $25K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $24.7K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM 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: 103 shares; 2026Q2: 148 shares; 2026Q3: 269 shares 269 $24.4K <0.01% +121 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 27 shares; 2026Q3: 38 shares 38 $24.4K <0.01% +11 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 800 shares; 2026Q3: 800 shares 800 $24.1K <0.01% 0 Timeline RDVY 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: 17 shares; 2026Q3: 308 shares 308 $24.1K <0.01% +291 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 460 shares; 2025Q1: 660 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 2,721 shares; 2026Q1: 2,761 shares; 2026Q2: 845 shares; 2026Q3: 845 shares 845 $23.3K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,942 shares; 2026Q1: 3,271 shares; 2026Q2: 329 shares; 2026Q3: 329 shares 329 $23.2K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 134 shares 134 $22.9K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 176 shares; 2026Q3: 176 shares 176 $22.9K <0.01% 0 Timeline VLUE 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: not reported; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $22.8K <0.01% 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: 402 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 1,102 shares; 2025Q4: 972 shares; 2026Q1: 992 shares; 2026Q2: 170 shares; 2026Q3: 138 shares 138 $22.7K <0.01% -32 Timeline KBE 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: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares; 2026Q3: 356 shares 356 $22.5K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 130 shares 130 $22.4K <0.01% +51 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 152 shares; 2026Q2: 215 shares; 2026Q3: 426 shares 426 $22.4K <0.01% +211 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 89 shares; 2026Q2: 25 shares; 2026Q3: 49 shares 49 $22.1K <0.01% +24 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA 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: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $21.8K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 478 shares; 2026Q3: 639 shares 639 $21K <0.01% +161 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308 shares; 2026Q3: 308 shares 308 $21K <0.01% 0 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD 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: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $20.8K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP 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: 702 shares; 2026Q2: 653 shares; 2026Q3: 630 shares 630 $20K <0.01% -23 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: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares; 2026Q3: 38 shares 38 $19.9K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267 shares; 2026Q1: 327 shares; 2026Q2: 327 shares; 2026Q3: 162 shares 162 $19.2K <0.01% -165 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 142 shares; 2026Q1: 143 shares; 2026Q2: 273 shares; 2026Q3: 273 shares 273 $19K <0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares; 2026Q3: 265 shares 265 $18.8K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares; 2026Q3: 599 shares 599 $18.7K <0.01% -500 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 170 shares 170 $18.6K <0.01% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 408 shares; 2026Q3: 408 shares 408 $18.3K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 421 shares; 2026Q1: 403 shares; 2026Q2: 345 shares; 2026Q3: 320 shares 320 $18K <0.01% -25 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares; 2026Q3: 382 shares 382 $17.9K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 99 shares; 2026Q2: 116 shares; 2026Q3: 254 shares 254 $17.7K <0.01% +138 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS 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: 7 shares; 2026Q1: 7 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $17.3K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE 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: 382 shares 382 $17K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 366 shares 366 $17K <0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 250 shares; 2026Q3: 250 shares 250 $16.8K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 536 shares; 2026Q3: 536 shares 536 $16.6K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 933 shares; 2026Q2: 933 shares; 2026Q3: 933 shares 933 $16.5K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 58 shares; 2026Q2: 58 shares; 2026Q3: 172 shares 172 $16.5K <0.01% +114 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 13 shares; 2026Q3: 38 shares 38 $15.3K <0.01% +25 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 156 shares; 2026Q1: 252 shares; 2026Q2: 252 shares; 2026Q3: 252 shares 252 $15.3K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,154 shares; 2026Q2: 362 shares; 2026Q3: 362 shares 362 $15.1K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 760 shares; 2026Q1: 460 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $14.9K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 1,459 shares; 2026Q1: 1,467 shares; 2026Q2: 1,467 shares; 2026Q3: 1,467 shares 1,467 $14.8K <0.01% 0 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: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 34 shares 34 $14.6K <0.01% +31 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,844 shares; 2026Q1: 2,943 shares; 2026Q2: 3,688 shares; 2026Q3: 1,075 shares 1,075 $14.5K <0.01% -2,613 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $14.4K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 161 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 57 shares; 2026Q1: 54 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $14.2K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares; 2026Q3: 355 shares 355 $14.2K <0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE 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: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares; 2026Q3: 215 shares 215 $13.6K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $13.5K <0.01% 0 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: not reported; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $13.3K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 615 shares; 2026Q3: 615 shares 615 $13.2K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 355 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148 shares; 2026Q1: 253 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $12.9K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246 shares; 2025Q1: 103 shares; 2025Q2: 263 shares; 2025Q3: 269 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 241 shares; 2026Q3: 63 shares 63 $12.7K <0.01% -178 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $12.5K <0.01% 0 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 128 shares 128 $12.4K <0.01% 0 Timeline SCHF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 34 shares; 2026Q2: 480 shares; 2026Q3: 436 shares 436 $12K <0.01% -44 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 147 shares 147 $11.6K <0.01% +19 Timeline DFIS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 321 shares; 2026Q3: 321 shares 321 $11.6K <0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS 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: 250 shares; 2026Q3: 250 shares 250 $11.2K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A 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: 530 shares 530 $11.1K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 338 shares; 2026Q2: 338 shares; 2026Q3: 338 shares 338 $10.7K <0.01% 0 Timeline EMB 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: not reported; 2026Q2: not reported; 2026Q3: 116 shares 116 $10.5K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $10.5K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 22 shares 22 $10.4K <0.01% +21 Timeline ITA 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: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $10.4K <0.01% 0 Timeline VSS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares; 2026Q3: 66 shares 66 $10.2K <0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 855 shares; 2026Q1: not reported; 2026Q2: 856 shares; 2026Q3: 856 shares 856 $10.1K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 553 shares; 2026Q3: 553 shares 553 $10.1K <0.01% 0 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: 165 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 478 shares; 2026Q1: 383 shares; 2026Q2: 374 shares; 2026Q3: 280 shares 280 $9.91K <0.01% -94 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 402 shares; 2026Q3: 402 shares 402 $9.87K <0.01% 0 Timeline CIBR 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: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $9.48K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $9.32K <0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares; 2026Q3: 176 shares 176 $8.87K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $8.77K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $8.68K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $8.37K <0.01% 0 Timeline VAW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 38 shares; 2026Q2: 38 shares; 2026Q3: 38 shares 38 $8.29K <0.01% 0 Timeline HYD 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 168 shares 168 $8.07K <0.01% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107 $8.06K <0.01% 0 Timeline BILS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $7.95K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 1,900 shares; 2026Q1: 1,763 shares; 2026Q2: 163 shares; 2026Q3: 163 shares 163 $7.94K <0.01% 0 Timeline JFLX 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: not reported; 2025Q4: 161 shares; 2026Q1: 162 shares; 2026Q2: 162 shares; 2026Q3: 162 shares 162 $7.9K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,985 shares; 2025Q1: 1,488 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $7.85K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 616 shares; 2026Q1: 716 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $7.8K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 42 shares; 2026Q1: 67 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $7.75K <0.01% 0 Timeline SCHZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 347 shares; 2026Q2: 347 shares; 2026Q3: 347 shares 347 $7.67K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $7.66K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 658 shares; 2026Q2: 327 shares; 2026Q3: 109 shares 109 $7.36K <0.01% -218 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: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $7.28K <0.01% 0 Timeline IAGG 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: 20 shares; 2026Q2: 10 shares; 2026Q3: 148 shares 148 $7.28K <0.01% +138 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $7.26K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 1,285 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 275 shares 275 $7.21K <0.01% -140 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $7.15K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117 shares; 2025Q1: 40 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $7.07K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $6.75K <0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399 shares; 2026Q1: 400 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $6.69K <0.01% 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: 6 shares; 2026Q1: 6 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $6.65K <0.01% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 398 shares; 2026Q2: 285 shares; 2026Q3: 285 shares 285 $6.62K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,463 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 597 shares; 2026Q3: 597 shares 597 $6.56K <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 402 shares; 2026Q2: 288 shares; 2026Q3: 288 shares 288 $6.56K <0.01% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406 shares; 2026Q1: 407 shares; 2026Q2: 292 shares; 2026Q3: 292 shares 292 $6.49K <0.01% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 428 shares; 2026Q2: 307 shares; 2026Q3: 307 shares 307 $6.41K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $6.36K <0.01% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442 shares; 2026Q1: 443 shares; 2026Q2: 318 shares; 2026Q3: 318 shares 318 $6.32K <0.01% 0 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: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 181 shares; 2026Q2: 181 shares; 2026Q3: 71 shares 71 $6.3K <0.01% -110 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550 $6.19K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $5.89K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares; 2026Q3: 132 shares 132 $5.87K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $5.73K <0.01% 0 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: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 95 shares; 2026Q3: 16 shares 16 $5.7K <0.01% -79 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $5.6K <0.01% 0 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares; 2026Q3: 126 shares 126 $5.59K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $5.58K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 288 shares; 2026Q1: 2,523 shares; 2026Q2: 277 shares; 2026Q3: 277 shares 277 $5.49K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 5 shares; 2026Q3: 20 shares 20 $5.29K <0.01% +15 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 48 shares 48 $5.26K <0.01% -48 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 133 shares; 2026Q3: 67 shares 67 $5.22K <0.01% -66 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 113 shares; 2026Q3: 113 shares 113 $5.15K <0.01% 0 Timeline TIP 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: not reported; 2026Q2: not reported; 2026Q3: 47 shares 47 $4.87K <0.01% new Timeline IYR 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: not reported; 2026Q2: not reported; 2026Q3: 51 shares 51 $4.83K <0.01% new Timeline COWG PACER FDS TR More: the full row for PACER FDS 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: 21 shares; 2026Q1: 21 shares; 2026Q2: 121 shares; 2026Q3: 121 shares 121 $4.83K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 681 shares; 2026Q2: 681 shares; 2026Q3: 681 shares 681 $4.64K <0.01% 0 Timeline FXO 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: 76 shares; 2026Q3: 76 shares 76 $4.61K <0.01% 0 Timeline VONE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13 shares 13 $4.5K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28 shares 28 $4.42K <0.01% new Timeline BLOK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $4.35K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $4.15K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $4.1K <0.01% 0 Timeline