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UNION SAVINGS BANK

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13F filer, CIK 1985855, LITCHFIELD, CT

UNION SAVINGS BANK reported $250,072,815 across 326 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 52.66% of the portfolio.

Accepted , ingested 13F-HR 0001985855-26-000005

Period
2026-09-30
Reported value
$250M
Holdings
326
Top 10 weight
52.66%
New
12
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMnew+30,081$4.9M
VTIadded+5,880$2.2M
GVIadded+7,013$723K
VOOadded+876$614K
BNDadded+6,273$440K

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMexited-29,690-$4.06M
IDXXreduced-800-$418K
SPYreduced-513-$391K
IGSBreduced-4,107-$210K
IJHreduced-2,694-$194K

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

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001985855-26-000005, largest first. % of portfolio is the value over $250,072,815, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 388,123 shares; 2025Q1: 437,167 shares; 2025Q2: 469,548 shares; 2025Q3: not loaded; 2025Q4: 482,047 shares; 2026Q1: 488,164 shares; 2026Q2: 491,653 shares; 2026Q3: 494,027 shares 494,027$41.5M16.61%+2,374Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32$23.9M9.56%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,665 shares; 2025Q1: 158,738 shares; 2025Q2: 155,863 shares; 2025Q3: not loaded; 2025Q4: 160,393 shares; 2026Q1: 208,600 shares; 2026Q2: 216,309 shares; 2026Q3: 213,615 shares 213,615$15.4M6.15%-2,694Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,389 shares; 2025Q1: 19,837 shares; 2025Q2: 19,204 shares; 2025Q3: not loaded; 2025Q4: 19,121 shares; 2026Q1: 19,002 shares; 2026Q2: 17,504 shares; 2026Q3: 16,991 shares 16,991$13M5.18%-513Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,471 shares; 2025Q1: 16,705 shares; 2025Q2: 16,434 shares; 2025Q3: not loaded; 2025Q4: 16,316 shares; 2026Q1: 16,320 shares; 2026Q2: 16,107 shares; 2026Q3: 16,184 shares 16,184$8.3M3.32%+77Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,301 shares; 2025Q1: 21,490 shares; 2025Q2: 21,522 shares; 2025Q3: not loaded; 2025Q4: 24,299 shares; 2026Q1: 24,490 shares; 2026Q2: 25,308 shares; 2026Q3: 24,986 shares 24,986$6.94M2.78%-322Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,293 shares; 2025Q1: 21,937 shares; 2025Q2: 21,520 shares; 2025Q3: not loaded; 2025Q4: 21,313 shares; 2026Q1: 20,981 shares; 2026Q2: 19,681 shares; 2026Q3: 19,918 shares 19,918$6.63M2.65%+237Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,781 shares; 2025Q1: 43,258 shares; 2025Q2: 42,322 shares; 2025Q3: not loaded; 2025Q4: 40,127 shares; 2026Q1: 39,294 shares; 2026Q2: 37,688 shares; 2026Q3: 36,485 shares 36,485$5.66M2.26%-1,203Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,277 shares; 2025Q1: 33,930 shares; 2025Q2: 34,797 shares; 2025Q3: not loaded; 2025Q4: 38,115 shares; 2026Q1: 41,311 shares; 2026Q2: 45,108 shares; 2026Q3: 52,121 shares 52,121$5.37M2.15%+7,013Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,555 shares; 2025Q1: 15,685 shares; 2025Q2: 15,671 shares; 2025Q3: not loaded; 2025Q4: 14,933 shares; 2026Q1: 14,553 shares; 2026Q2: 14,326 shares; 2026Q3: 14,563 shares 14,563$5.01M2%+237Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,081 shares 30,081$4.9M1.96%newTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,811 shares; 2025Q1: 6,799 shares; 2025Q2: 6,582 shares; 2025Q3: not loaded; 2025Q4: 6,575 shares; 2026Q1: 6,453 shares; 2026Q2: 6,347 shares; 2026Q3: 6,250 shares 6,250$4.1M1.64%-97Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,574 shares; 2025Q1: 16,451 shares; 2025Q2: 16,493 shares; 2025Q3: not loaded; 2025Q4: 17,174 shares; 2026Q1: 17,052 shares; 2026Q2: 17,142 shares; 2026Q3: 16,309 shares 16,309$3.72M1.49%-833Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,319 shares; 2025Q1: 26,203 shares; 2025Q2: 26,892 shares; 2025Q3: not loaded; 2025Q4: 23,785 shares; 2026Q1: 24,558 shares; 2026Q2: 24,817 shares; 2026Q3: 25,229 shares 25,229$3.43M1.37%+412Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,715 shares; 2025Q1: 12,853 shares; 2025Q2: 11,160 shares; 2025Q3: not loaded; 2025Q4: 10,829 shares; 2026Q1: 10,685 shares; 2026Q2: 10,421 shares; 2026Q3: 9,887 shares 9,887$3.27M1.31%-534Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: not loaded; 2025Q4: 2,989 shares; 2026Q1: 2,723 shares; 2026Q2: 2,703 shares; 2026Q3: 8,583 shares 8,583$3.21M1.28%+5,880Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,108 shares; 2025Q1: 1,184 shares; 2025Q2: 2,037 shares; 2025Q3: not loaded; 2025Q4: 3,773 shares; 2026Q1: 3,898 shares; 2026Q2: 3,835 shares; 2026Q3: 3,947 shares 3,947$2.92M1.17%+112Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,177 shares; 2025Q1: 10,678 shares; 2025Q2: 10,723 shares; 2025Q3: not loaded; 2025Q4: 10,473 shares; 2026Q1: 10,882 shares; 2026Q2: 10,425 shares; 2026Q3: 10,362 shares 10,362$2.58M1.03%-63Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 3,019 shares; 2025Q3: not loaded; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares; 2026Q2: 20,304 shares; 2026Q3: 20,262 shares 20,262$2.55M1.02%-42Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,474 shares; 2025Q1: 2,456 shares; 2025Q2: 2,425 shares; 2025Q3: not loaded; 2025Q4: 2,366 shares; 2026Q1: 2,357 shares; 2026Q2: 2,320 shares; 2026Q3: 2,320 shares 2,320$2.11M0.84%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,416 shares; 2025Q1: 3,365 shares; 2025Q2: 3,345 shares; 2025Q3: not loaded; 2025Q4: 3,284 shares; 2026Q1: 3,444 shares; 2026Q2: 3,399 shares; 2026Q3: 3,369 shares 3,369$1.86M0.74%-30Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,067 shares; 2025Q1: 14,648 shares; 2025Q2: 14,030 shares; 2025Q3: not loaded; 2025Q4: 12,364 shares; 2026Q1: 12,364 shares; 2026Q2: 12,364 shares; 2026Q3: 12,034 shares 12,034$1.76M0.7%-330Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,322 shares; 2025Q1: 13,248 shares; 2025Q2: 13,209 shares; 2025Q3: not loaded; 2025Q4: 12,178 shares; 2026Q1: 11,487 shares; 2026Q2: 11,598 shares; 2026Q3: 11,172 shares 11,172$1.7M0.68%-426Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,968 shares; 2025Q1: 1,923 shares; 2025Q2: 1,531 shares; 2025Q3: not loaded; 2025Q4: 1,650 shares; 2026Q1: 1,633 shares; 2026Q2: 1,477 shares; 2026Q3: 1,447 shares 1,447$1.67M0.67%-30Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,248 shares; 2025Q1: 11,139 shares; 2025Q2: 11,285 shares; 2025Q3: not loaded; 2025Q4: 10,922 shares; 2026Q1: 10,908 shares; 2026Q2: 10,882 shares; 2026Q3: 11,355 shares 11,355$1.5M0.6%+473Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,184 shares; 2025Q1: 12,135 shares; 2025Q2: 11,568 shares; 2025Q3: not loaded; 2025Q4: 10,219 shares; 2026Q1: 10,170 shares; 2026Q2: 10,170 shares; 2026Q3: 10,170 shares 10,170$1.45M0.58%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,056 shares; 2025Q1: 4,995 shares; 2025Q2: 4,785 shares; 2025Q3: not loaded; 2025Q4: 4,186 shares; 2026Q1: 4,298 shares; 2026Q2: 4,340 shares; 2026Q3: 4,032 shares 4,032$1.42M0.57%-308Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: not loaded; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares; 2026Q3: 2,700 shares 2,700$1.41M0.56%-800Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,301 shares; 2025Q1: 7,301 shares; 2025Q2: 7,604 shares; 2025Q3: not loaded; 2025Q4: 8,324 shares; 2026Q1: 15,098 shares; 2026Q2: 15,680 shares; 2026Q3: 16,895 shares 16,895$1.4M0.56%+1,215Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,165 shares; 2025Q1: 2,097 shares; 2025Q2: 2,042 shares; 2025Q3: not loaded; 2025Q4: 2,089 shares; 2026Q1: 2,073 shares; 2026Q2: 1,908 shares; 2026Q3: 1,878 shares 1,878$1.36M0.54%-30Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,353 shares; 2025Q1: 5,342 shares; 2025Q2: 5,182 shares; 2025Q3: not loaded; 2025Q4: 5,293 shares; 2026Q1: 5,209 shares; 2026Q2: 5,191 shares; 2026Q3: 5,108 shares 5,108$1.35M0.54%-83Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,533 shares; 2025Q1: 11,903 shares; 2025Q2: 11,401 shares; 2025Q3: not loaded; 2025Q4: 10,664 shares; 2026Q1: 10,359 shares; 2026Q2: 9,381 shares; 2026Q3: 9,233 shares 9,233$1.34M0.54%-148Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: not loaded; 2025Q4: 4,578 shares; 2026Q1: 4,415 shares; 2026Q2: 4,315 shares; 2026Q3: 4,315 shares 4,315$1.33M0.53%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,029 shares; 2025Q1: 6,029 shares; 2025Q2: 5,915 shares; 2025Q3: not loaded; 2025Q4: 5,873 shares; 2026Q1: 5,507 shares; 2026Q2: 5,265 shares; 2026Q3: 5,159 shares 5,159$1.33M0.53%-106Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,789 shares; 2025Q1: 5,787 shares; 2025Q2: 7,053 shares; 2025Q3: not loaded; 2025Q4: 6,616 shares; 2026Q1: 6,594 shares; 2026Q2: 6,404 shares; 2026Q3: 6,278 shares 6,278$1.28M0.51%-126Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,543 shares; 2025Q1: 3,552 shares; 2025Q2: 3,416 shares; 2025Q3: not loaded; 2025Q4: 3,447 shares; 2026Q1: 3,363 shares; 2026Q2: 3,363 shares; 2026Q3: 3,326 shares 3,326$1.19M0.47%-37Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,359 shares; 2025Q1: 8,307 shares; 2025Q2: 8,295 shares; 2025Q3: not loaded; 2025Q4: 3,456 shares; 2026Q1: 3,466 shares; 2026Q2: 12,419 shares; 2026Q3: 12,419 shares 12,419$1.17M0.47%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,333 shares; 2025Q1: 6,333 shares; 2025Q2: 6,333 shares; 2025Q3: not loaded; 2025Q4: 6,372 shares; 2026Q1: 6,053 shares; 2026Q2: 6,241 shares; 2026Q3: 6,158 shares 6,158$1.14M0.46%-83Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,566 shares; 2025Q3: not loaded; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,435 shares; 2026Q3: 1,369 shares 1,369$1.11M0.44%-66Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,057 shares; 2025Q3: not loaded; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares; 2026Q2: 1,996 shares; 2026Q3: 1,916 shares 1,916$980K0.39%-80Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,162 shares; 2025Q1: 3,342 shares; 2025Q2: 3,302 shares; 2025Q3: not loaded; 2025Q4: 3,293 shares; 2026Q1: 3,247 shares; 2026Q2: 3,393 shares; 2026Q3: 3,503 shares 3,503$965K0.39%+110Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: not loaded; 2025Q4: 2,144 shares; 2026Q1: 2,875 shares; 2026Q2: 2,795 shares; 2026Q3: 2,420 shares 2,420$961K0.38%-375Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,652 shares; 2025Q1: 5,228 shares; 2025Q2: 5,228 shares; 2025Q3: not loaded; 2025Q4: 5,228 shares; 2026Q1: 5,064 shares; 2026Q2: 4,176 shares; 2026Q3: 4,041 shares 4,041$943K0.38%-135Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,197 shares; 2025Q1: 3,098 shares; 2025Q2: 3,038 shares; 2025Q3: not loaded; 2025Q4: 2,890 shares; 2026Q1: 2,897 shares; 2026Q2: 3,056 shares; 2026Q3: 3,000 shares 3,000$937K0.37%-56Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,208 shares; 2025Q3: not loaded; 2025Q4: 2,194 shares; 2026Q1: 2,084 shares; 2026Q2: 7,468 shares; 2026Q3: 7,468 shares 7,468$935K0.37%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,044 shares; 2025Q1: 4,950 shares; 2025Q2: 4,724 shares; 2025Q3: not loaded; 2025Q4: 4,724 shares; 2026Q1: 4,671 shares; 2026Q2: 3,639 shares; 2026Q3: 3,538 shares 3,538$925K0.37%-101Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,135 shares; 2025Q1: 7,104 shares; 2025Q2: 7,114 shares; 2025Q3: not loaded; 2025Q4: 6,200 shares; 2026Q1: 6,597 shares; 2026Q2: 6,620 shares; 2026Q3: 6,663 shares 6,663$915K0.37%+43Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,375 shares; 2025Q1: 1,391 shares; 2025Q2: 1,396 shares; 2025Q3: not loaded; 2025Q4: 1,478 shares; 2026Q1: 1,486 shares; 2026Q2: 1,367 shares; 2026Q3: 1,355 shares 1,355$915K0.37%-12Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,923 shares; 2025Q1: 20,923 shares; 2025Q2: 21,462 shares; 2025Q3: not loaded; 2025Q4: 21,244 shares; 2026Q1: 20,061 shares; 2026Q2: 20,017 shares; 2026Q3: 19,396 shares 19,396$902K0.36%-621Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,588 shares; 2025Q1: 3,350 shares; 2025Q2: 3,316 shares; 2025Q3: not loaded; 2025Q4: 3,359 shares; 2026Q1: 3,205 shares; 2026Q2: 3,075 shares; 2026Q3: 3,158 shares 3,158$898K0.36%+83Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,028 shares; 2025Q1: 20,028 shares; 2025Q2: 18,856 shares; 2025Q3: not loaded; 2025Q4: 17,636 shares; 2026Q1: 17,636 shares; 2026Q2: 17,635 shares; 2026Q3: 16,755 shares 16,755$895K0.36%-880Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,581 shares; 2025Q1: 8,193 shares; 2025Q2: 8,344 shares; 2025Q3: not loaded; 2025Q4: 8,489 shares; 2026Q1: 8,785 shares; 2026Q2: 8,654 shares; 2026Q3: 7,974 shares 7,974$894K0.36%-680Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,380 shares; 2025Q1: 2,282 shares; 2025Q2: 2,258 shares; 2025Q3: not loaded; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,581 shares; 2026Q3: 2,581 shares 2,581$879K0.35%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 431 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: not loaded; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares; 2026Q3: 1,238 shares 1,238$868K0.35%+876Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,219 shares; 2025Q1: 8,258 shares; 2025Q2: 8,814 shares; 2025Q3: not loaded; 2025Q4: 8,919 shares; 2026Q1: 8,211 shares; 2026Q2: 7,887 shares; 2026Q3: 7,700 shares 7,700$829K0.33%-187Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 931 shares; 2025Q3: not loaded; 2025Q4: 931 shares; 2026Q1: 974 shares; 2026Q2: 974 shares; 2026Q3: 1,041 shares 1,041$797K0.32%+67Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,114 shares; 2025Q1: 14,114 shares; 2025Q2: 12,564 shares; 2025Q3: not loaded; 2025Q4: 12,496 shares; 2026Q1: 12,496 shares; 2026Q2: 12,496 shares; 2026Q3: 12,396 shares 12,396$795K0.32%-100Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185 shares; 2025Q1: 309 shares; 2025Q2: 660 shares; 2025Q3: not loaded; 2025Q4: 827 shares; 2026Q1: 854 shares; 2026Q2: 825 shares; 2026Q3: 820 shares 820$779K0.31%-5Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,545 shares; 2025Q3: not loaded; 2025Q4: 2,510 shares; 2026Q1: 2,484 shares; 2026Q2: 2,472 shares; 2026Q3: 2,472 shares 2,472$752K0.3%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,917 shares; 2025Q1: 8,645 shares; 2025Q2: 8,645 shares; 2025Q3: not loaded; 2025Q4: 8,645 shares; 2026Q1: 8,528 shares; 2026Q2: 7,625 shares; 2026Q3: 7,479 shares 7,479$739K0.3%-146Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,803 shares; 2025Q1: 2,227 shares; 2025Q2: 2,205 shares; 2025Q3: not loaded; 2025Q4: 2,250 shares; 2026Q1: 2,095 shares; 2026Q2: 1,972 shares; 2026Q3: 2,677 shares 2,677$728K0.29%+705Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,535 shares; 2025Q1: 4,341 shares; 2025Q2: 4,258 shares; 2025Q3: not loaded; 2025Q4: 4,254 shares; 2026Q1: 3,907 shares; 2026Q2: 3,126 shares; 2026Q3: 3,133 shares 3,133$724K0.29%+7Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,150 shares; 2025Q1: 7,506 shares; 2025Q2: 7,486 shares; 2025Q3: not loaded; 2025Q4: 7,189 shares; 2026Q1: 7,056 shares; 2026Q2: 6,603 shares; 2026Q3: 5,638 shares 5,638$714K0.29%-965Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,977 shares; 2025Q1: 1,827 shares; 2025Q2: 1,801 shares; 2025Q3: not loaded; 2025Q4: 1,747 shares; 2026Q1: 1,552 shares; 2026Q2: 1,407 shares; 2026Q3: 1,399 shares 1,399$712K0.28%-8Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,057 shares; 2025Q1: 1,090 shares; 2025Q2: 1,072 shares; 2025Q3: not loaded; 2025Q4: 995 shares; 2026Q1: 1,020 shares; 2026Q2: 978 shares; 2026Q3: 1,154 shares 1,154$702K0.28%+176Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495 shares; 2025Q1: 634 shares; 2025Q2: 735 shares; 2025Q3: not loaded; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares; 2026Q2: 2,076 shares; 2026Q3: 1,976 shares 1,976$701K0.28%-100Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: not loaded; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,071 shares; 2026Q3: 4,071 shares 4,071$701K0.28%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,685 shares; 2025Q1: 5,343 shares; 2025Q2: 5,313 shares; 2025Q3: not loaded; 2025Q4: 5,238 shares; 2026Q1: 4,833 shares; 2026Q2: 4,833 shares; 2026Q3: 4,654 shares 4,654$676K0.27%-179Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: not loaded; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares; 2026Q2: 2,327 shares; 2026Q3: 2,327 shares 2,327$657K0.26%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,188 shares; 2025Q1: 7,184 shares; 2025Q2: 7,104 shares; 2025Q3: not loaded; 2025Q4: 7,578 shares; 2026Q1: 7,610 shares; 2026Q2: 7,610 shares; 2026Q3: 7,610 shares 7,610$655K0.26%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,792 shares; 2025Q1: 16,792 shares; 2025Q2: 16,032 shares; 2025Q3: not loaded; 2025Q4: 16,032 shares; 2026Q1: 16,673 shares; 2026Q2: 16,673 shares; 2026Q3: 12,566 shares 12,566$644K0.26%-4,107Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: not loaded; 2025Q4: 5,647 shares; 2026Q1: 5,647 shares; 2026Q2: 5,647 shares; 2026Q3: 5,647 shares 5,647$603K0.24%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,749 shares; 2025Q3: not loaded; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares; 2026Q2: 2,078 shares; 2026Q3: 8,351 shares 8,351$586K0.23%+6,273Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,097 shares; 2025Q1: 10,137 shares; 2025Q2: 9,797 shares; 2025Q3: not loaded; 2025Q4: 9,722 shares; 2026Q1: 9,550 shares; 2026Q2: 9,389 shares; 2026Q3: 9,317 shares 9,317$581K0.23%-72Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 119 shares; 2026Q1: 680 shares; 2026Q2: 1,103 shares; 2026Q3: 1,419 shares 1,419$577K0.23%+316Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: not loaded; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares; 2026Q3: 1,430 shares 1,430$545K0.22%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,636 shares; 2025Q1: 11,636 shares; 2025Q2: 11,269 shares; 2025Q3: not loaded; 2025Q4: 10,325 shares; 2026Q1: 9,832 shares; 2026Q2: 9,832 shares; 2026Q3: 9,891 shares 9,891$538K0.22%+59Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,162 shares; 2025Q1: 9,112 shares; 2025Q2: 9,882 shares; 2025Q3: not loaded; 2025Q4: 10,070 shares; 2026Q1: 9,659 shares; 2026Q2: 9,329 shares; 2026Q3: 9,187 shares 9,187$531K0.21%-142Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares; 2026Q3: 1,263 shares 1,263$526K0.21%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,472 shares; 2025Q1: 1,296 shares; 2025Q2: 1,152 shares; 2025Q3: not loaded; 2025Q4: 1,154 shares; 2026Q1: 1,131 shares; 2026Q2: 1,093 shares; 2026Q3: 1,088 shares 1,088$516K0.21%-5Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: not loaded; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares; 2026Q2: 2,552 shares; 2026Q3: 3,002 shares 3,002$493K0.2%+450Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,557 shares; 2025Q1: 4,546 shares; 2025Q2: 2,966 shares; 2025Q3: not loaded; 2025Q4: 2,583 shares; 2026Q1: 2,508 shares; 2026Q2: 2,198 shares; 2026Q3: 2,198 shares 2,198$487K0.19%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,315 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: not loaded; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 1,144 shares; 2026Q3: 1,144 shares 1,144$482K0.19%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,796 shares; 2025Q1: 6,796 shares; 2025Q2: 6,796 shares; 2025Q3: not loaded; 2025Q4: 6,805 shares; 2026Q1: 6,104 shares; 2026Q2: 5,952 shares; 2026Q3: 5,685 shares 5,685$471K0.19%-267Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,127 shares; 2025Q1: 2,623 shares; 2025Q2: 3,155 shares; 2025Q3: not loaded; 2025Q4: 3,100 shares; 2026Q1: 3,377 shares; 2026Q2: 3,299 shares; 2026Q3: 3,404 shares 3,404$469K0.19%+105Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 414 shares; 2025Q3: not loaded; 2025Q4: 427 shares; 2026Q1: 452 shares; 2026Q2: 432 shares; 2026Q3: 432 shares 432$457K0.18%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,115 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: not loaded; 2025Q4: 2,039 shares; 2026Q1: 4,761 shares; 2026Q2: 5,718 shares; 2026Q3: 5,691 shares 5,691$443K0.18%-27Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,051 shares; 2025Q1: 2,096 shares; 2025Q2: 2,124 shares; 2025Q3: not loaded; 2025Q4: 2,261 shares; 2026Q1: 2,099 shares; 2026Q2: 2,037 shares; 2026Q3: 1,985 shares 1,985$437K0.17%-52Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,145 shares; 2025Q3: not loaded; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares; 2026Q2: 1,838 shares; 2026Q3: 1,838 shares 1,838$420K0.17%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 985 shares; 2025Q3: not loaded; 2025Q4: 1,344 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares; 2026Q3: 1,242 shares 1,242$408K0.16%-60Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,101 shares; 2025Q3: not loaded; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 2,167 shares; 2026Q3: 2,207 shares 2,207$407K0.16%+40Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: not loaded; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 1,326 shares 1,326$402K0.16%+1,309Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares; 2025Q3: not loaded; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares; 2026Q2: 5,174 shares; 2026Q3: 5,174 shares 5,174$392K0.16%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 501 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: not loaded; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 668 shares; 2026Q3: 3,864 shares 3,864$374K0.15%+3,196Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,772 shares 1,772$374K0.15%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 1,277 shares 1,277$363K0.15%+1,245Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: not loaded; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares; 2026Q3: 518 shares 518$348K0.14%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,272 shares; 2025Q3: not loaded; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares; 2026Q2: 2,272 shares; 2026Q3: 2,227 shares 2,227$345K0.14%-45Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,040 shares; 2025Q1: 4,018 shares; 2025Q2: 3,764 shares; 2025Q3: not loaded; 2025Q4: 3,629 shares; 2026Q1: 2,492 shares; 2026Q2: 1,864 shares; 2026Q3: 1,864 shares 1,864$342K0.14%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,521 shares; 2025Q1: 1,448 shares; 2025Q2: 1,404 shares; 2025Q3: not loaded; 2025Q4: 1,389 shares; 2026Q1: 1,271 shares; 2026Q2: 1,259 shares; 2026Q3: 1,292 shares 1,292$338K0.14%+33Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,615 shares; 2025Q1: 2,638 shares; 2025Q2: 2,613 shares; 2025Q3: not loaded; 2025Q4: 2,579 shares; 2026Q1: 2,487 shares; 2026Q2: 2,080 shares; 2026Q3: 1,993 shares 1,993$326K0.13%-87Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: not loaded; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 375 shares; 2026Q3: 375 shares 375$320K0.13%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: not loaded; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares; 2026Q3: 1,990 shares 1,990$320K0.13%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: not loaded; 2025Q4: 3,093 shares; 2026Q1: 2,803 shares; 2026Q2: 2,794 shares; 2026Q3: 2,794 shares 2,794$319K0.13%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,154 shares; 2025Q1: 3,154 shares; 2025Q2: 3,154 shares; 2025Q3: not loaded; 2025Q4: 2,688 shares; 2026Q1: 2,688 shares; 2026Q2: 2,688 shares; 2026Q3: 4,470 shares 4,470$316K0.13%+1,782Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: not loaded; 2025Q4: 4,609 shares; 2026Q1: 4,609 shares; 2026Q2: 4,470 shares; 2026Q3: 4,620 shares 4,620$309K0.12%+150Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 260 shares; 2025Q3: not loaded; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 284 shares; 2026Q3: 284 shares 284$302K0.12%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: not loaded; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares; 2026Q3: 1,440 shares 1,440$302K0.12%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: not loaded; 2025Q4: 616 shares; 2026Q1: 586 shares; 2026Q2: 586 shares; 2026Q3: 556 shares 556$287K0.11%-30Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,031 shares; 2025Q2: 6,411 shares; 2025Q3: not loaded; 2025Q4: 7,947 shares; 2026Q1: 5,279 shares; 2026Q2: 5,279 shares; 2026Q3: 5,279 shares 5,279$286K0.11%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,629 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: not loaded; 2025Q4: 2,928 shares; 2026Q1: 2,868 shares; 2026Q2: 2,868 shares; 2026Q3: 2,868 shares 2,868$279K0.11%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: not loaded; 2025Q4: 7,204 shares; 2026Q1: 7,204 shares; 2026Q2: 7,054 shares; 2026Q3: 7,054 shares 7,054$278K0.11%0Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,772 shares 1,772$275K0.11%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,444 shares; 2025Q1: 12,124 shares; 2025Q2: 12,124 shares; 2025Q3: not loaded; 2025Q4: 11,874 shares; 2026Q1: 11,874 shares; 2026Q2: 10,500 shares; 2026Q3: 9,539 shares 9,539$272K0.11%-961Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 864 shares; 2025Q3: not loaded; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 746 shares; 2026Q3: 746 shares 746$268K0.11%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not loaded; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 280 shares 280$268K0.11%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,963 shares; 2025Q1: 3,060 shares; 2025Q2: 4,443 shares; 2025Q3: not loaded; 2025Q4: 5,712 shares; 2026Q1: 5,665 shares; 2026Q2: 5,665 shares; 2026Q3: 5,638 shares 5,638$259K0.1%-27Timeline
IBBISHARES TRQuarterly 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: not loaded; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200$253K0.1%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 2,895 shares; 2025Q3: not loaded; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares; 2026Q3: 2,910 shares 2,910$249K0.1%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: not loaded; 2025Q4: 3,637 shares; 2026Q1: 3,637 shares; 2026Q2: 3,636 shares; 2026Q3: 3,602 shares 3,602$243K0.1%-34Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,928 shares; 2025Q3: not loaded; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,867 shares; 2026Q3: 1,867 shares 1,867$242K0.1%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: not loaded; 2025Q4: 1,906 shares; 2026Q1: 1,691 shares; 2026Q2: 1,691 shares; 2026Q3: 1,677 shares 1,677$239K0.1%-14Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 467 shares; 2025Q3: not loaded; 2025Q4: 449 shares; 2026Q1: 607 shares; 2026Q2: 645 shares; 2026Q3: 645 shares 645$237K0.09%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 995 shares; 2025Q3: not loaded; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 995 shares; 2026Q3: 995 shares 995$233K0.09%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,039 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: not loaded; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 989 shares; 2026Q3: 989 shares 989$229K0.09%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: not loaded; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares; 2026Q3: 528 shares 528$227K0.09%+125Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: not loaded; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares; 2026Q3: 2,785 shares 2,785$226K0.09%+1,936Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 639 shares; 2026Q3: 856 shares 856$217K0.09%+217Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,736 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: not loaded; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares; 2026Q2: 2,697 shares; 2026Q3: 2,697 shares 2,697$208K0.08%0Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,232 shares; 2025Q1: 3,583 shares; 2025Q2: 3,493 shares; 2025Q3: not loaded; 2025Q4: 3,670 shares; 2026Q1: 3,590 shares; 2026Q2: 3,493 shares; 2026Q3: 3,836 shares 3,836$208K0.08%+343Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,367 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: not loaded; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares; 2026Q2: 2,199 shares; 2026Q3: 2,199 shares 2,199$207K0.08%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,736 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: not loaded; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,313 shares; 2026Q3: 2,313 shares 2,313$198K0.08%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,688 shares; 2025Q1: 15,688 shares; 2025Q2: 15,572 shares; 2025Q3: not loaded; 2025Q4: 14,538 shares; 2026Q1: 12,784 shares; 2026Q2: 8,745 shares; 2026Q3: 8,003 shares 8,003$195K0.08%-742Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: not loaded; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares; 2026Q3: 705 shares 705$194K0.08%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,465 shares; 2025Q1: 1,336 shares; 2025Q2: 1,256 shares; 2025Q3: not loaded; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares; 2026Q3: 1,256 shares 1,256$191K0.08%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: not loaded; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 2,730 shares; 2026Q3: 2,730 shares 2,730$190K0.08%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 2,025 shares; 2025Q3: not loaded; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares; 2026Q2: 1,699 shares; 2026Q3: 1,699 shares 1,699$190K0.08%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,676 shares; 2025Q1: 3,227 shares; 2025Q2: 3,213 shares; 2025Q3: not loaded; 2025Q4: 3,078 shares; 2026Q1: 1,781 shares; 2026Q2: 1,553 shares; 2026Q3: 1,453 shares 1,453$188K0.08%-100Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,826 shares; 2025Q1: 5,383 shares; 2025Q2: 9,105 shares; 2025Q3: not loaded; 2025Q4: 7,368 shares; 2026Q1: 6,282 shares; 2026Q2: 3,738 shares; 2026Q3: 3,738 shares 3,738$187K0.07%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: not loaded; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares; 2026Q3: 3,800 shares 3,800$177K0.07%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: not loaded; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares; 2026Q3: 708 shares 708$176K0.07%0Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,964 shares; 2025Q1: 2,653 shares; 2025Q2: 1,476 shares; 2025Q3: not loaded; 2025Q4: 1,374 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares; 2026Q3: 1,114 shares 1,114$175K0.07%-87Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,271 shares; 2025Q3: not loaded; 2025Q4: 1,071 shares; 2026Q1: 921 shares; 2026Q2: 919 shares; 2026Q3: 903 shares 903$172K0.07%-16Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: not loaded; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares; 2026Q3: 1,827 shares 1,827$172K0.07%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,610 shares; 2025Q3: not loaded; 2025Q4: 1,585 shares; 2026Q1: 1,368 shares; 2026Q2: 1,367 shares; 2026Q3: 1,367 shares 1,367$171K0.07%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: not loaded; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 1,896 shares; 2026Q3: 1,896 shares 1,896$171K0.07%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares; 2026Q3: 278 shares 278$170K0.07%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: not loaded; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,475 shares; 2026Q3: 2,475 shares 2,475$168K0.07%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,271 shares; 2025Q1: 2,271 shares; 2025Q2: 2,071 shares; 2025Q3: not loaded; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares; 2026Q2: 1,581 shares; 2026Q3: 1,581 shares 1,581$166K0.07%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares; 2026Q3: 2,106 shares 2,106$164K0.07%0Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: not loaded; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 451 shares 451$161K0.06%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: not loaded; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares; 2026Q2: 316 shares; 2026Q3: 316 shares 316$157K0.06%0Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: not loaded; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000$154K0.06%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: not loaded; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares; 2026Q3: 645 shares 645$153K0.06%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: not loaded; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares; 2026Q3: 902 shares 902$152K0.06%0Timeline
CALIBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,892 shares; 2025Q2: 6,554 shares; 2025Q3: not loaded; 2025Q4: 6,931 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares; 2026Q3: 2,954 shares 2,954$147K0.06%0Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 868 shares; 2025Q3: not loaded; 2025Q4: 1,079 shares; 2026Q1: 1,183 shares; 2026Q2: 1,123 shares; 2026Q3: 1,067 shares 1,067$137K0.05%-56Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,160 shares 1,160$135K0.05%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 928 shares; 2025Q1: 894 shares; 2025Q2: 794 shares; 2025Q3: not loaded; 2025Q4: 801 shares; 2026Q1: 561 shares; 2026Q2: 561 shares; 2026Q3: 561 shares 561$135K0.05%0Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not loaded; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400$132K0.05%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: not loaded; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares; 2026Q3: 583 shares 583$130K0.05%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 727 shares; 2025Q1: 754 shares; 2025Q2: 1,427 shares; 2025Q3: not loaded; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,214 shares; 2026Q3: 1,343 shares 1,343$125K0.05%+129Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: not loaded; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370$123K0.05%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 786 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: not loaded; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares; 2026Q3: 435 shares 435$122K0.05%0Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: not loaded; 2025Q4: 4,269 shares; 2026Q1: 4,269 shares; 2026Q2: 2,406 shares; 2026Q3: 2,406 shares 2,406$121K0.05%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: not loaded; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares; 2026Q3: 422 shares 422$120K0.05%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: not loaded; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares; 2026Q3: 236 shares 236$120K0.05%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,515 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: not loaded; 2025Q4: 2,863 shares; 2026Q1: 2,368 shares; 2026Q2: 2,368 shares; 2026Q3: 2,368 shares 2,368$114K0.05%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: not loaded; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares; 2026Q3: 1,058 shares 1,058$110K0.04%-349Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 984 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: not loaded; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 795 shares; 2026Q3: 795 shares 795$109K0.04%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 471 shares; 2025Q1: 441 shares; 2025Q2: 336 shares; 2025Q3: not loaded; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares; 2026Q3: 336 shares 336$109K0.04%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 947 shares; 2026Q2: 2,824 shares; 2026Q3: 3,337 shares 3,337$109K0.04%+513Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 600 shares; 2025Q3: not loaded; 2025Q4: 600 shares; 2026Q1: 565 shares; 2026Q2: 565 shares; 2026Q3: 565 shares 565$108K0.04%0Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,739 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: not loaded; 2025Q4: 3,539 shares; 2026Q1: 3,539 shares; 2026Q2: 3,539 shares; 2026Q3: 3,539 shares 3,539$104K0.04%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: not loaded; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares; 2026Q3: 1,293 shares 1,293$104K0.04%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: not loaded; 2025Q4: 973 shares; 2026Q1: 973 shares; 2026Q2: 973 shares; 2026Q3: 973 shares 973$101K0.04%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: not loaded; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares; 2026Q3: 252 shares 252$100K0.04%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: not loaded; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares; 2026Q3: 109 shares 109$98.1K0.04%0Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: not loaded; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750$98K0.04%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: not loaded; 2025Q4: 1,124 shares; 2026Q1: 1,049 shares; 2026Q2: 994 shares; 2026Q3: 994 shares 994$97.9K0.04%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not loaded; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000$97.4K0.04%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares; 2026Q2: 1,761 shares; 2026Q3: 1,761 shares 1,761$96K0.04%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: not loaded; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93$94.1K0.04%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: not loaded; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares; 2026Q3: 499 shares 499$93.9K0.04%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: not loaded; 2025Q4: 1,945 shares; 2026Q1: 1,679 shares; 2026Q2: 1,679 shares; 2026Q3: 1,545 shares 1,545$93.5K0.04%-134Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: not loaded; 2025Q4: 907 shares; 2026Q1: 907 shares; 2026Q2: 907 shares; 2026Q3: 907 shares 907$92.7K0.04%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,562 shares; 2025Q1: 5,562 shares; 2025Q2: 3,695 shares; 2025Q3: not loaded; 2025Q4: 2,063 shares; 2026Q1: 2,297 shares; 2026Q2: 2,297 shares; 2026Q3: 912 shares 912$92.2K0.04%-1,385Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares; 2026Q3: 1,709 shares 1,709$88.9K0.04%-118Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: not loaded; 2025Q4: 569 shares; 2026Q1: 569 shares; 2026Q2: 514 shares; 2026Q3: 514 shares 514$87.8K0.04%0Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,929 shares; 2025Q3: not loaded; 2025Q4: 2,897 shares; 2026Q1: 2,309 shares; 2026Q2: 2,159 shares; 2026Q3: 1,864 shares 1,864$86.3K0.03%-295Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 324 shares 324$85.8K0.03%+243Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: not loaded; 2025Q4: 1,249 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares; 2026Q3: 881 shares 881$83.7K0.03%-123Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,659 shares; 2025Q1: 7,615 shares; 2025Q2: 7,446 shares; 2025Q3: not loaded; 2025Q4: 6,137 shares; 2026Q1: 1,252 shares; 2026Q2: 1,595 shares; 2026Q3: 2,173 shares 2,173$82.4K0.03%+578Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75$81.2K0.03%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares; 2026Q3: 1,263 shares 1,263$80.7K0.03%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,931 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: not loaded; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares; 2026Q3: 586 shares 586$79.4K0.03%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: not loaded; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares; 2026Q3: 1,147 shares 1,147$77.2K0.03%-83Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: not loaded; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares; 2026Q3: 1,700 shares 1,700$76.8K0.03%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 391 shares; 2025Q3: not loaded; 2025Q4: 782 shares; 2026Q1: 782 shares; 2026Q2: 747 shares; 2026Q3: 704 shares 704$76.6K0.03%-43Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: not loaded; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares; 2026Q3: 740 shares 740$72.1K0.03%0Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 190 shares; 2025Q3: not loaded; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 1,140 shares; 2026Q3: 838 shares 838$71.6K0.03%-302Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: not loaded; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares; 2026Q3: 394 shares 394$70.5K0.03%0Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: not loaded; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares; 2026Q3: 419 shares 419$70K0.03%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 877 shares 877$68.7K0.03%newTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: not loaded; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 824 shares; 2026Q3: 824 shares 824$66.8K0.03%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203 shares 203$64.2K0.03%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: not loaded; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares; 2026Q3: 1,124 shares 1,124$61.7K0.02%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 693 shares 693$60.2K0.02%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: not loaded; 2025Q4: 569 shares; 2026Q1: 569 shares; 2026Q2: 569 shares; 2026Q3: 569 shares 569$58.1K0.02%0Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: not loaded; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212$56.2K0.02%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: not loaded; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares; 2026Q2: 1,375 shares; 2026Q3: 1,701 shares 1,701$54.7K0.02%+326Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$50.1K0.02%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,661 shares; 2025Q1: 3,368 shares; 2025Q2: 2,029 shares; 2025Q3: not loaded; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares; 2026Q3: 2,300 shares 2,300$50K0.02%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212$47.1K0.02%0Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: not loaded; 2025Q4: 146 shares; 2026Q1: 207 shares; 2026Q2: 441 shares; 2026Q3: 441 shares 441$44.5K0.02%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 544 shares; 2025Q3: not loaded; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 544 shares; 2026Q3: 544 shares 544$44.2K0.02%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not loaded; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 453 shares; 2026Q3: 483 shares 483$43.3K0.02%+30Timeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: not loaded; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares; 2026Q3: 979 shares 979$42.3K0.02%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 108 shares; 2025Q3: not loaded; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 216 shares 216$42.3K0.02%0Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares; 2026Q3: 652 shares 652$41.5K0.02%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares; 2026Q3: 1,263 shares 1,263$39.5K0.02%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150$38.6K0.02%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: not loaded; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 258 shares; 2026Q3: 258 shares 258$38.5K0.02%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175$35.7K0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: not loaded; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares; 2026Q3: 312 shares 312$35.4K0.01%0Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32$34.5K0.01%0
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: not loaded; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 143 shares; 2026Q3: 143 shares 143$32.8K0.01%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: not loaded; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 908 shares; 2026Q3: 908 shares 908$32.1K0.01%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110$31.6K0.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: not loaded; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113$31K0.01%0Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not loaded; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares; 2026Q3: 298 shares 298$29.6K0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150$29K0.01%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: not loaded; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230$27.3K0.01%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 136 shares 136$26.3K0.01%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: not loaded; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 299 shares 299$25.5K0.01%+125Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares; 2026Q3: 40 shares 40$24.4K0.01%0Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: not loaded; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares; 2026Q3: 176 shares 176$24.2K0.01%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: not loaded; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 174 shares 174$23.9K0.01%-176Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300$23.7K0.01%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 859 shares; 2026Q3: 859 shares 859$23.1K0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: not loaded; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195$21.8K0.01%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares; 2026Q3: 168 shares 168$21.8K0.01%-1Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: not loaded; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145$21.6K0.01%0Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$20.8K0.01%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200$19.9K0.01%0Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: not loaded; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400$19.8K0.01%0Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223$19.1K0.01%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100$18.7K0.01%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 155 shares 155$18.6K0.01%newTimeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 575 shares; 2025Q3: not loaded; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275$18.5K0.01%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75$17.3K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares; 2026Q3: 249 shares 249$16.9K0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: not loaded; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares; 2026Q3: 139 shares 139$16.7K0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares; 2026Q3: 390 shares 390$16.6K0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247 shares; 2025Q1: 300 shares; 2025Q2: 247 shares; 2025Q3: not loaded; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares; 2026Q3: 247 shares 247$16.1K0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not loaded; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700$14.8K0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: not loaded; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190$14.8K0.01%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 50 shares 50$13.2K0.01%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 156 shares 156$13.2K0.01%+78Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75$13.1K0.01%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164 shares; 2026Q3: 164 shares 164$12.9K0.01%0Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: not loaded; 2025Q4: 73 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105$12.4K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares; 2026Q3: 1,333 shares 1,333$12K<0.01%0Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51$11.9K<0.01%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107$11.9K<0.01%0Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100$11.6K<0.01%0Timeline
MKSIMKS 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 loaded; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43$11.4K<0.01%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6$10.9K<0.01%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100$10.1K<0.01%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares; 2026Q3: 109 shares 109$10.1K<0.01%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50$9.2K<0.01%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425 shares; 2025Q1: 275 shares; 2025Q2: 160 shares; 2025Q3: not loaded; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160$8.4K<0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,947 shares; 2025Q1: 4,174 shares; 2025Q2: 578 shares; 2025Q3: not loaded; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 302 shares; 2026Q3: 302 shares 302$8.32K<0.01%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50$8.14K<0.01%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 125 shares; 2025Q3: not loaded; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29$8.07K<0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37$7.53K<0.01%0Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111$6.74K<0.01%0Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85$6.63K<0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11$5.75K<0.01%0Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52$5.71K<0.01%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18$5.54K<0.01%0Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 50 shares 50$5.47K<0.01%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 15 shares 15$5.33K<0.01%-15Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16$5.15K<0.01%0Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14$5.1K<0.01%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72$4.8K<0.01%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not loaded; 2025Q4: 1,160 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35$4.69K<0.01%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54$4.66K<0.01%0Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10 shares; 2026Q1: 61 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10$4.39K<0.01%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13$4.29K<0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: not loaded; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78$4.28K<0.01%0Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: not loaded; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares; 2026Q3: 42 shares 42$4.25K<0.01%0Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7$4.25K<0.01%0Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20$4.22K<0.01%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45$4.16K<0.01%0Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68$4.14K<0.01%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32$4.1K<0.01%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not loaded; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43$4.05K<0.01%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60$4.05K<0.01%0Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,805 shares; 2025Q1: 6,345 shares; 2025Q2: 5,801 shares; 2025Q3: not loaded; 2025Q4: 5,391 shares; 2026Q1: 6,365 shares; 2026Q2: 5,935 shares; 2026Q3: 110 shares 110$3.44K<0.01%-5,825Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18$3.32K<0.01%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares; 2026Q3: 61 shares 61$3.31K<0.01%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19$3.05K<0.01%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104$2.84K<0.01%0Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62$2.76K<0.01%0Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9$2.7K<0.01%0Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9$2.63K<0.01%0Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not loaded; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40$2.59K<0.01%0Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36$2.49K<0.01%0Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not loaded; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175$2.46K<0.01%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15$2.42K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40$2.3K<0.01%0Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not loaded; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47$2.29K<0.01%0Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 39 shares 39$2.24K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 887 shares; 2025Q1: 903 shares; 2025Q2: 353 shares; 2025Q3: not loaded; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares; 2026Q3: 98 shares 98$2.22K<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 25 shares; 2025Q3: not loaded; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$2.2K<0.01%0Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12$2.07K<0.01%0Timeline
TDTTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: not loaded; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81$1.88K<0.01%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10$1.86K<0.01%0Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12$1.83K<0.01%0Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11 shares 11$1.66K<0.01%newTimeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62$1.62K<0.01%0Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5$1.61K<0.01%0Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 255 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10$1.26K<0.01%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10 shares 10$1.11K<0.01%newTimeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25$444<0.01%0Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP29,690$4.06Mshares
WBSWEBSTER FINL CORP1,258$96.1Kshares
CWBSPDR SERIES TRUST764$82.4Kshares
ARKKARK ETF TR144$11.6Kshares
IBITISHARES BITCOIN TRUST ETF240$7.99Kshares
VSNTVERSANT MEDIA GROUP INC51$1.84Kshares
LBRDKLIBERTY BROADBAND CORP45$1.5Kshares
AMTMAMENTUM HOLDINGS INC2$41shares

How Q3 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001985855-26-000005 base2026-10-14