DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 757,246 shares; 2025Q1: 828,382 shares; 2025Q2: 865,618 shares; 2025Q3: 914,418 shares; 2025Q4: 985,172 shares; 2026Q1: 1,002,720 shares 1,002,720 $39M 13.68% +17,548 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263,351 shares; 2025Q1: 283,295 shares; 2025Q2: 289,099 shares; 2025Q3: 302,240 shares; 2025Q4: 297,201 shares; 2026Q1: 301,244 shares 301,244 $21.7M 7.62% +4,043 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 351,833 shares; 2025Q1: 375,608 shares; 2025Q2: 385,969 shares; 2025Q3: 406,880 shares; 2025Q4: 412,996 shares; 2026Q1: 366,909 shares 366,909 $13M 4.58% -46,087 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,155 shares; 2025Q1: 116,860 shares; 2025Q2: 87,911 shares; 2025Q3: 79,598 shares; 2025Q4: 84,197 shares; 2026Q1: 258,922 shares 258,922 $13M 4.58% +174,725 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,324 shares; 2025Q1: 127,563 shares; 2025Q2: 134,630 shares; 2025Q3: 139,308 shares; 2025Q4: 152,824 shares; 2026Q1: 157,894 shares 157,894 $7.56M 2.65% +5,070 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,872 shares; 2025Q1: 77,401 shares; 2025Q2: 114,330 shares; 2025Q3: 122,485 shares; 2025Q4: 133,913 shares; 2026Q1: 93,676 shares 93,676 $7.17M 2.52% -40,237 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 213,042 shares; 2025Q1: 211,523 shares; 2025Q2: 210,494 shares; 2025Q3: 212,362 shares; 2025Q4: 211,170 shares; 2026Q1: 198,339 shares 198,339 $6.74M 2.37% -12,831 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128,972 shares; 2025Q1: 153,215 shares; 2025Q2: 164,830 shares; 2025Q3: 165,909 shares; 2025Q4: 188,576 shares; 2026Q1: 186,512 shares 186,512 $6.54M 2.29% -2,064 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 148,983 shares; 2025Q1: 162,582 shares; 2025Q2: 166,872 shares; 2025Q3: 176,488 shares; 2025Q4: 179,664 shares; 2026Q1: 165,598 shares 165,598 $5.72M 2.01% -14,066 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,048 shares; 2025Q1: 23,151 shares; 2025Q2: 21,429 shares; 2025Q3: 22,713 shares; 2025Q4: 21,752 shares; 2026Q1: 22,430 shares 22,430 $5.69M 2% +678 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,526 shares; 2025Q1: 87,017 shares; 2025Q2: 87,355 shares; 2025Q3: 82,645 shares; 2025Q4: 81,172 shares; 2026Q1: 77,310 shares 77,310 $5.48M 1.93% -3,862 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,441 shares; 2025Q1: 81,684 shares; 2025Q2: 82,004 shares; 2025Q3: 90,202 shares; 2025Q4: 95,749 shares; 2026Q1: 100,845 shares 100,845 $5.46M 1.92% +5,096 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98,161 shares; 2025Q1: 107,176 shares; 2025Q2: 112,349 shares; 2025Q3: 117,503 shares; 2025Q4: 120,856 shares; 2026Q1: 127,823 shares 127,823 $5.4M 1.9% +6,967 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,124 shares; 2025Q1: 82,953 shares; 2025Q2: 86,368 shares; 2025Q3: 90,051 shares; 2025Q4: 95,124 shares; 2026Q1: 101,238 shares 101,238 $5.31M 1.86% +6,114 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,620 shares; 2025Q1: 19,052 shares; 2025Q2: 24,431 shares; 2025Q3: 24,587 shares; 2025Q4: 27,816 shares; 2026Q1: 28,477 shares 28,477 $4.97M 1.74% +661 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,072 shares; 2025Q1: 6,164 shares; 2025Q2: 6,113 shares; 2025Q3: 6,146 shares; 2025Q4: 6,175 shares; 2026Q1: 6,194 shares 6,194 $4.39M 1.54% +19 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,317 shares 126,317 $4.06M 1.43% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,971 shares; 2025Q1: 72,795 shares; 2025Q2: 74,537 shares; 2025Q3: 70,885 shares; 2025Q4: 61,278 shares; 2026Q1: 60,386 shares 60,386 $3.77M 1.32% -892 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,654 shares; 2025Q1: 90,735 shares; 2025Q2: 91,245 shares; 2025Q3: 85,442 shares; 2025Q4: 83,079 shares; 2026Q1: 79,680 shares 79,680 $3.6M 1.26% -3,399 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,054 shares; 2025Q1: 96,349 shares; 2025Q2: 92,843 shares; 2025Q3: 88,202 shares; 2025Q4: 86,343 shares; 2026Q1: 83,149 shares 83,149 $3.24M 1.14% -3,194 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,654 shares; 2025Q1: 99,403 shares; 2025Q2: 100,250 shares; 2025Q3: 92,112 shares; 2025Q4: 89,473 shares; 2026Q1: 85,625 shares 85,625 $3.06M 1.07% -3,848 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,528 shares; 2025Q1: 36,155 shares; 2025Q2: 39,027 shares; 2025Q3: 50,452 shares; 2025Q4: 57,439 shares; 2026Q1: 51,764 shares 51,764 $3.01M 1.06% -5,675 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,887 shares; 2025Q1: 6,311 shares; 2025Q2: 7,439 shares; 2025Q3: 8,315 shares; 2025Q4: 16,731 shares; 2026Q1: 13,810 shares 13,810 $2.92M 1.02% -2,921 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,234 shares; 2025Q1: 44,288 shares; 2025Q2: 46,263 shares; 2025Q3: 43,746 shares; 2025Q4: 40,778 shares; 2026Q1: 39,313 shares 39,313 $2.8M 0.98% -1,465 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,916 shares; 2025Q1: 36,411 shares; 2025Q2: 29,655 shares; 2025Q3: 29,528 shares; 2025Q4: 28,502 shares; 2026Q1: 26,976 shares 26,976 $2.61M 0.92% -1,526 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,478 shares; 2025Q1: 39,137 shares; 2025Q2: 40,575 shares; 2025Q3: 48,238 shares; 2025Q4: 69,406 shares; 2026Q1: 70,119 shares 70,119 $2.58M 0.91% +713 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,237 shares; 2026Q1: 22,845 shares 22,845 $2.42M 0.85% +2,608 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,527 shares; 2025Q1: 10,796 shares; 2025Q2: 11,036 shares; 2025Q3: 10,836 shares; 2025Q4: 11,687 shares; 2026Q1: 11,481 shares 11,481 $2.39M 0.84% -206 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 807 shares; 2025Q2: 1,083 shares; 2025Q3: 1,116 shares; 2025Q4: 2,563 shares; 2026Q1: 3,269 shares 3,269 $1.95M 0.69% +706 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,437 shares; 2025Q1: 3,538 shares; 2025Q2: 3,761 shares; 2025Q3: 3,824 shares; 2025Q4: 4,263 shares; 2026Q1: 6,742 shares 6,742 $1.93M 0.68% +2,479 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,622 shares; 2025Q1: 4,337 shares; 2025Q2: 4,266 shares; 2025Q3: 4,326 shares; 2025Q4: 4,613 shares; 2026Q1: 6,714 shares 6,714 $1.93M 0.68% +2,101 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 4,334 shares; 2025Q3: 4,941 shares; 2025Q4: 11,899 shares; 2026Q1: 15,644 shares 15,644 $1.77M 0.62% +3,745 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,532 shares; 2025Q1: 39,400 shares; 2025Q2: 39,737 shares; 2025Q3: 36,299 shares; 2025Q4: 34,430 shares; 2026Q1: 33,002 shares 33,002 $1.74M 0.61% -1,428 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,688 shares; 2025Q1: 43,884 shares; 2025Q2: 46,844 shares; 2025Q3: 45,265 shares; 2025Q4: 48,775 shares; 2026Q1: 48,360 shares 48,360 $1.73M 0.61% -415 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,360 shares; 2025Q1: 14,642 shares; 2025Q2: 25,792 shares; 2025Q3: 29,014 shares; 2025Q4: 46,014 shares; 2026Q1: 24,337 shares 24,337 $1.7M 0.6% -21,677 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,886 shares; 2025Q1: 2,841 shares; 2025Q2: 2,804 shares; 2025Q3: 2,794 shares; 2025Q4: 2,305 shares; 2026Q1: 2,841 shares 2,841 $1.64M 0.58% +536 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,865 shares; 2025Q1: 3,427 shares; 2025Q2: 3,974 shares; 2025Q3: 4,234 shares; 2025Q4: 4,971 shares; 2026Q1: 4,247 shares 4,247 $1.57M 0.55% -724 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,606 shares; 2025Q1: 18,742 shares; 2025Q2: 21,708 shares; 2025Q3: 22,724 shares; 2025Q4: 26,848 shares; 2026Q1: 33,953 shares 33,953 $1.56M 0.55% +7,105 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,254 shares; 2025Q1: 37,366 shares; 2025Q2: 39,548 shares; 2025Q3: 44,840 shares; 2025Q4: 53,429 shares; 2026Q1: 58,059 shares 58,059 $1.54M 0.54% +4,630 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,809 shares; 2025Q3: 31,661 shares; 2025Q4: 40,698 shares; 2026Q1: 46,712 shares 46,712 $1.54M 0.54% +6,014 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,999 shares; 2025Q1: 47,610 shares; 2025Q2: 47,841 shares; 2025Q3: 44,687 shares; 2025Q4: 43,683 shares; 2026Q1: 42,534 shares 42,534 $1.44M 0.51% -1,149 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,500 shares; 2025Q1: 71,070 shares; 2025Q2: 70,807 shares; 2025Q3: 66,546 shares; 2025Q4: 63,866 shares; 2026Q1: 61,696 shares 61,696 $1.43M 0.5% -2,170 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,941 shares; 2025Q3: 29,606 shares; 2025Q4: 36,908 shares; 2026Q1: 39,092 shares 39,092 $1.42M 0.5% +2,184 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,973 shares; 2025Q1: 19,856 shares; 2025Q2: 12,279 shares; 2025Q3: 14,248 shares; 2025Q4: 13,678 shares; 2026Q1: 13,963 shares 13,963 $1.37M 0.48% +285 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,625 shares 28,625 $1.28M 0.45% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,597 shares; 2025Q2: 13,712 shares; 2025Q3: 15,868 shares; 2025Q4: 22,666 shares; 2026Q1: 23,551 shares 23,551 $1.27M 0.45% +885 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,226 shares; 2025Q1: 57,607 shares; 2025Q2: 59,568 shares; 2025Q3: 55,109 shares; 2025Q4: 51,357 shares; 2026Q1: 51,000 shares 51,000 $1.21M 0.42% -357 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,164 shares; 2025Q1: 66,321 shares; 2025Q2: 64,546 shares; 2025Q3: 59,562 shares; 2025Q4: 58,664 shares; 2026Q1: 57,559 shares 57,559 $1.12M 0.39% -1,105 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,379 shares; 2025Q1: 11,550 shares; 2025Q2: 13,203 shares; 2025Q3: 13,907 shares; 2025Q4: 6,844 shares; 2026Q1: 5,717 shares 5,717 $1.1M 0.39% -1,127 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,877 shares; 2025Q1: 21,270 shares; 2025Q2: 21,284 shares; 2025Q3: 21,284 shares; 2025Q4: 20,848 shares; 2026Q1: 18,828 shares 18,828 $1.08M 0.38% -2,020 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,081 shares; 2025Q1: 1,233 shares; 2025Q2: 1,132 shares; 2025Q3: 1,066 shares; 2025Q4: 1,214 shares; 2026Q1: 1,173 shares 1,173 $1.08M 0.38% -41 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,517 shares; 2025Q4: 11,008 shares; 2026Q1: 14,893 shares 14,893 $1.06M 0.37% +3,885 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,800 shares; 2025Q1: 16,053 shares; 2025Q2: 21,053 shares; 2025Q3: 21,053 shares; 2025Q4: 21,222 shares; 2026Q1: 21,233 shares 21,233 $1.05M 0.37% +11 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,654 shares; 2025Q1: 5,367 shares; 2025Q2: 6,932 shares; 2025Q3: 6,940 shares; 2025Q4: 7,245 shares; 2026Q1: 7,144 shares 7,144 $1.05M 0.37% -101 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,944 shares; 2026Q1: 9,799 shares 9,799 $1.04M 0.37% +855 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,163 shares; 2025Q1: 2,317 shares; 2025Q2: 2,368 shares; 2025Q3: 2,507 shares; 2025Q4: 4,051 shares; 2026Q1: 4,202 shares 4,202 $1.01M 0.35% +151 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,663 shares; 2025Q3: 21,011 shares; 2025Q4: 28,361 shares; 2026Q1: 30,058 shares 30,058 $1.01M 0.35% +1,697 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,831 shares; 2025Q1: 8,320 shares; 2025Q2: 11,413 shares; 2025Q3: 11,455 shares; 2025Q4: 15,770 shares; 2026Q1: 23,253 shares 23,253 $1M 0.35% +7,483 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,899 shares; 2025Q1: 50,206 shares; 2025Q2: 49,847 shares; 2025Q3: 45,654 shares; 2025Q4: 44,333 shares; 2026Q1: 43,734 shares 43,734 $978K 0.34% -599 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,761 shares; 2025Q1: 36,336 shares; 2025Q2: 38,630 shares; 2025Q3: 39,906 shares; 2025Q4: 44,163 shares; 2026Q1: 24,064 shares 24,064 $958K 0.34% -20,099 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,265 shares; 2025Q1: 8,909 shares; 2025Q2: 9,433 shares; 2025Q3: 14,574 shares; 2025Q4: 15,063 shares; 2026Q1: 14,925 shares 14,925 $956K 0.34% -138 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,492 shares; 2025Q1: 55,586 shares; 2025Q2: 54,796 shares; 2025Q3: 50,152 shares; 2025Q4: 49,569 shares; 2026Q1: 48,711 shares 48,711 $956K 0.34% -858 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,446 shares; 2025Q1: 14,407 shares; 2025Q2: 15,761 shares; 2025Q3: 14,177 shares; 2025Q4: 12,273 shares; 2026Q1: 12,212 shares 12,212 $907K 0.32% -61 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,174 shares; 2025Q1: 47,313 shares; 2025Q2: 46,375 shares; 2025Q3: 42,458 shares; 2025Q4: 41,976 shares; 2026Q1: 41,638 shares 41,638 $903K 0.32% -338 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,477 shares; 2025Q3: 26,746 shares; 2025Q4: 32,671 shares; 2026Q1: 9,714 shares 9,714 $900K 0.32% -22,957 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,332 shares; 2025Q3: 8,381 shares; 2025Q4: 12,345 shares; 2026Q1: 19,433 shares 19,433 $896K 0.31% +7,088 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,628 shares; 2025Q1: 48,851 shares; 2025Q2: 48,337 shares; 2025Q3: 44,207 shares; 2025Q4: 43,648 shares; 2026Q1: 42,993 shares 42,993 $878K 0.31% -655 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 978 shares; 2025Q1: 1,220 shares; 2025Q2: 1,282 shares; 2025Q3: 1,314 shares; 2025Q4: 1,487 shares; 2026Q1: 1,481 shares 1,481 $847K 0.3% -6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,468 shares; 2025Q2: 2,523 shares; 2025Q3: 2,524 shares; 2025Q4: 2,511 shares; 2026Q1: 2,584 shares 2,584 $803K 0.28% +73 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,449 shares 34,449 $789K 0.28% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,619 shares; 2025Q1: 6,063 shares; 2025Q2: 5,909 shares; 2025Q3: 5,805 shares; 2025Q4: 5,937 shares; 2026Q1: 5,438 shares 5,438 $785K 0.28% -499 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 968 shares; 2025Q1: 1,139 shares; 2025Q2: 1,320 shares; 2025Q3: 1,181 shares; 2025Q4: 1,319 shares; 2026Q1: 1,548 shares 1,548 $742K 0.26% +229 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,392 shares; 2025Q1: 2,647 shares; 2025Q2: 2,668 shares; 2025Q3: 2,553 shares; 2025Q4: 2,911 shares; 2026Q1: 3,013 shares 3,013 $737K 0.26% +102 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,353 shares; 2025Q1: 1,470 shares; 2025Q2: 1,589 shares; 2025Q3: 1,566 shares; 2025Q4: 1,924 shares; 2026Q1: 1,963 shares 1,963 $730K 0.26% +39 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 3,940 shares; 2025Q2: 3,556 shares; 2025Q3: 3,570 shares; 2025Q4: 4,135 shares; 2026Q1: 4,272 shares 4,272 $725K 0.25% +137 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,528 shares; 2025Q3: 9,736 shares; 2025Q4: 16,894 shares; 2026Q1: 18,044 shares 18,044 $712K 0.25% +1,150 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,107 shares; 2025Q1: 1,115 shares; 2025Q2: 1,122 shares; 2025Q3: 1,819 shares; 2025Q4: 1,707 shares; 2026Q1: 1,619 shares 1,619 $707K 0.25% -88 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,777 shares; 2025Q2: 6,877 shares; 2025Q3: 7,156 shares; 2025Q4: 8,372 shares; 2026Q1: 10,281 shares 10,281 $701K 0.25% +1,909 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,166 shares; 2025Q1: 2,063 shares; 2025Q2: 1,984 shares; 2025Q3: 1,798 shares; 2025Q4: 1,760 shares; 2026Q1: 2,110 shares 2,110 $677K 0.24% +350 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,154 shares; 2025Q3: 10,891 shares; 2025Q4: 19,385 shares; 2026Q1: 20,993 shares 20,993 $676K 0.24% +1,608 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,936 shares; 2025Q1: 40,614 shares; 2025Q2: 41,207 shares; 2025Q3: 36,412 shares; 2025Q4: 35,761 shares; 2026Q1: 35,911 shares 35,911 $670K 0.24% +150 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,187 shares; 2025Q1: 5,470 shares; 2025Q2: 4,685 shares; 2025Q3: 4,655 shares; 2025Q4: 5,231 shares; 2026Q1: 5,293 shares 5,293 $658K 0.23% +62 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,032 shares; 2025Q1: 33,077 shares; 2025Q2: 34,579 shares; 2025Q3: 31,314 shares; 2025Q4: 30,770 shares; 2026Q1: 30,951 shares 30,951 $651K 0.23% +181 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,667 shares; 2025Q1: 1,553 shares; 2025Q2: 1,576 shares; 2025Q3: 1,588 shares; 2025Q4: 1,791 shares; 2026Q1: 1,867 shares 1,867 $638K 0.22% +76 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 1,846 shares; 2025Q4: 1,911 shares; 2026Q1: 1,932 shares 1,932 $630K 0.22% +21 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,644 shares; 2025Q1: 17,903 shares; 2025Q2: 18,590 shares; 2025Q3: 16,626 shares; 2025Q4: 16,273 shares; 2026Q1: 16,273 shares 16,273 $622K 0.22% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,293 shares; 2025Q1: 19,374 shares; 2025Q2: 19,131 shares; 2025Q3: 19,424 shares; 2025Q4: 20,742 shares; 2026Q1: 21,256 shares 21,256 $597K 0.21% +514 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 3,149 shares; 2025Q4: 3,162 shares; 2026Q1: 2,958 shares 2,958 $580K 0.2% -204 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,465 shares 11,465 $572K 0.2% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 835 shares; 2025Q1: 831 shares; 2025Q2: 822 shares; 2025Q3: 823 shares; 2025Q4: 406 shares; 2026Q1: 849 shares 849 $552K 0.19% +443 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,934 shares; 2025Q1: 3,559 shares; 2025Q2: 3,702 shares; 2025Q3: 4,310 shares; 2025Q4: 5,194 shares; 2026Q1: 5,456 shares 5,456 $518K 0.18% +262 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,630 shares; 2025Q2: 6,367 shares; 2025Q3: 8,794 shares; 2025Q4: 10,625 shares; 2026Q1: 10,642 shares 10,642 $486K 0.17% +17 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,394 shares; 2025Q1: 13,628 shares; 2025Q2: 13,628 shares; 2025Q3: 13,628 shares; 2025Q4: 13,007 shares; 2026Q1: 12,038 shares 12,038 $474K 0.17% -969 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,552 shares; 2026Q1: 5,386 shares 5,386 $467K 0.16% -166 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 762 shares; 2025Q4: 751 shares; 2026Q1: 1,065 shares 1,065 $458K 0.16% +314 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,171 shares; 2026Q1: 7,495 shares 7,495 $451K 0.16% +324 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares; 2025Q4: 11,970 shares; 2026Q1: 12,898 shares 12,898 $436K 0.15% +928 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 704 shares; 2025Q1: 660 shares; 2025Q2: 666 shares; 2025Q3: 647 shares; 2025Q4: 651 shares; 2026Q1: 638 shares 638 $416K 0.15% -13 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,941 shares; 2025Q1: 5,918 shares; 2025Q2: 5,945 shares; 2025Q3: 6,918 shares; 2025Q4: 7,135 shares; 2026Q1: 8,619 shares 8,619 $413K 0.15% +1,484 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,689 shares; 2025Q1: 4,514 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,516 shares; 2026Q1: 4,407 shares 4,407 $408K 0.14% -109 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,020 shares; 2025Q1: 11,020 shares; 2025Q2: 11,010 shares; 2025Q3: 11,133 shares; 2025Q4: 9,680 shares; 2026Q1: 9,555 shares 9,555 $408K 0.14% -125 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,795 shares; 2026Q1: 3,633 shares 3,633 $407K 0.14% +838 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,367 shares; 2025Q2: 1,427 shares; 2025Q3: 1,426 shares; 2025Q4: 1,759 shares; 2026Q1: 1,344 shares 1,344 $395K 0.14% -415 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 11,106 shares; 2025Q4: 1,409 shares; 2026Q1: 1,270 shares 1,270 $393K 0.14% -139 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,743 shares; 2025Q3: 5,835 shares; 2025Q4: 5,418 shares; 2026Q1: 8,058 shares 8,058 $387K 0.14% +2,640 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: 1,972 shares; 2025Q2: 1,980 shares; 2025Q3: 2,023 shares; 2025Q4: 2,039 shares; 2026Q1: 2,799 shares 2,799 $387K 0.14% +760 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,814 shares; 2025Q1: 4,812 shares; 2025Q2: 4,367 shares; 2025Q3: 4,310 shares; 2025Q4: 4,399 shares; 2026Q1: 4,400 shares 4,400 $380K 0.13% +1 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,472 shares 9,472 $375K 0.13% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,866 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,743 shares; 2026Q1: 1,744 shares 1,744 $373K 0.13% +1 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares; 2026Q1: 5,811 shares 5,811 $371K 0.13% +2,068 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,243 shares; 2025Q3: 6,473 shares; 2025Q4: 7,399 shares; 2026Q1: 10,027 shares 10,027 $364K 0.13% +2,628 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,148 shares; 2025Q1: 5,656 shares; 2025Q2: 5,541 shares; 2025Q3: 5,405 shares; 2025Q4: 5,374 shares; 2026Q1: 5,364 shares 5,364 $362K 0.13% -10 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,326 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,368 shares; 2025Q4: 1,373 shares; 2026Q1: 1,369 shares 1,369 $358K 0.13% -4 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,671 shares; 2026Q1: 6,725 shares 6,725 $351K 0.12% +1,054 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,107 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $343K 0.12% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 6,197 shares; 2025Q3: 8,788 shares; 2025Q4: 10,333 shares; 2026Q1: 3,882 shares 3,882 $342K 0.12% -6,451 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 377 shares; 2025Q2: 369 shares; 2025Q3: 367 shares; 2025Q4: 3,366 shares; 2026Q1: 3,500 shares 3,500 $337K 0.12% +134 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,886 shares; 2025Q3: 1,890 shares; 2025Q4: 1,754 shares; 2026Q1: 1,534 shares 1,534 $333K 0.12% -220 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,584 shares; 2026Q1: 2,741 shares 2,741 $330K 0.12% +157 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,348 shares; 2026Q1: 6,831 shares 6,831 $328K 0.12% -2,517 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,305 shares; 2025Q1: 10,823 shares; 2025Q2: 10,110 shares; 2025Q3: 14,082 shares; 2025Q4: 14,295 shares; 2026Q1: 7,163 shares 7,163 $327K 0.11% -7,132 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,793 shares; 2026Q1: 9,638 shares 9,638 $325K 0.11% +2,845 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,135 shares; 2025Q2: 4,247 shares; 2025Q3: 4,464 shares; 2025Q4: 5,593 shares; 2026Q1: 3,205 shares 3,205 $323K 0.11% -2,388 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,015 shares; 2025Q3: 8,395 shares; 2025Q4: 9,204 shares; 2026Q1: 9,815 shares 9,815 $319K 0.11% +611 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,156 shares; 2025Q1: 1,458 shares; 2025Q2: 1,417 shares; 2025Q3: 1,434 shares; 2025Q4: 1,476 shares; 2026Q1: 1,451 shares 1,451 $316K 0.11% -25 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,511 shares; 2025Q1: 7,511 shares; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 7,511 shares; 2026Q1: 7,511 shares 7,511 $313K 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 618 shares; 2025Q4: not reported; 2026Q1: 673 shares 673 $312K 0.11% new Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,503 shares; 2026Q1: 9,646 shares 9,646 $305K 0.11% +3,143 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,967 shares 7,967 $295K 0.1% new Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,368 shares; 2025Q1: 8,691 shares; 2025Q2: 8,691 shares; 2025Q3: 8,089 shares; 2025Q4: 8,089 shares; 2026Q1: 8,089 shares 8,089 $293K 0.1% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,396 shares; 2025Q2: 6,731 shares; 2025Q3: 6,731 shares; 2025Q4: 6,777 shares; 2026Q1: 6,764 shares 6,764 $287K 0.1% -13 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,443 shares; 2025Q1: 1,495 shares; 2025Q2: 1,519 shares; 2025Q3: 1,520 shares; 2025Q4: 1,515 shares; 2026Q1: 1,367 shares 1,367 $283K 0.1% -148 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 832 shares 832 $281K 0.1% +119 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,792 shares; 2025Q1: 5,792 shares; 2025Q2: 5,792 shares; 2025Q3: 5,792 shares; 2025Q4: 5,792 shares; 2026Q1: 5,798 shares 5,798 $281K 0.1% +6 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,362 shares; 2025Q1: 8,800 shares; 2025Q2: 8,352 shares; 2025Q3: 8,267 shares; 2025Q4: 7,601 shares; 2026Q1: 7,601 shares 7,601 $276K 0.1% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,837 shares 7,837 $275K 0.1% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,079 shares; 2025Q4: 4,038 shares; 2026Q1: 4,158 shares 4,158 $274K 0.1% +120 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 3,095 shares; 2025Q4: 6,174 shares; 2026Q1: 3,656 shares 3,656 $272K 0.1% -2,518 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,517 shares; 2026Q1: 9,178 shares 9,178 $267K 0.09% -339 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,846 shares; 2025Q4: 5,007 shares; 2026Q1: 4,935 shares 4,935 $267K 0.09% -72 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,256 shares; 2025Q1: 7,369 shares; 2025Q2: 6,789 shares; 2025Q3: 6,728 shares; 2025Q4: 6,645 shares; 2026Q1: 6,645 shares 6,645 $267K 0.09% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares 2,925 $266K 0.09% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 3,317 shares; 2025Q2: 4,111 shares; 2025Q3: 4,159 shares; 2025Q4: 3,644 shares; 2026Q1: 3,599 shares 3,599 $265K 0.09% -45 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 685 shares; 2025Q1: 704 shares; 2025Q2: 698 shares; 2025Q3: 704 shares; 2025Q4: 715 shares; 2026Q1: 722 shares 722 $262K 0.09% +7 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,580 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 6,081 shares; 2025Q4: 6,019 shares; 2026Q1: 6,019 shares 6,019 $259K 0.09% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,246 shares; 2025Q1: 2,002 shares; 2025Q2: 1,999 shares; 2025Q3: 1,993 shares; 2025Q4: 2,037 shares; 2026Q1: 921 shares 921 $257K 0.09% -1,116 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,741 shares 9,741 $257K 0.09% new Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,332 shares; 2026Q1: 7,559 shares 7,559 $254K 0.09% +1,227 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 530 shares; 2025Q1: 492 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares 413 $250K 0.09% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,045 shares; 2025Q4: 1,054 shares; 2026Q1: 1,148 shares 1,148 $247K 0.09% +94 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares 4,370 $246K 0.09% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 735 shares; 2025Q1: 989 shares; 2025Q2: 980 shares; 2025Q3: 849 shares; 2025Q4: 1,003 shares; 2026Q1: 804 shares 804 $243K 0.09% -199 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,024 shares; 2025Q1: 9,024 shares; 2025Q2: 9,024 shares; 2025Q3: 9,024 shares; 2025Q4: 9,024 shares; 2026Q1: 7,155 shares 7,155 $243K 0.09% -1,869 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 6,056 shares; 2025Q3: 6,056 shares; 2025Q4: 6,056 shares; 2026Q1: 6,537 shares 6,537 $241K 0.08% +481 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares 1,157 $239K 0.08% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 674 shares; 2026Q1: 663 shares 663 $238K 0.08% -11 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,843 shares; 2025Q4: 4,344 shares; 2026Q1: 2,588 shares 2,588 $237K 0.08% -1,756 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,179 shares; 2026Q1: 4,464 shares 4,464 $232K 0.08% +285 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,361 shares; 2025Q4: 5,809 shares; 2026Q1: 5,025 shares 5,025 $229K 0.08% -784 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares; 2026Q1: 1,169 shares 1,169 $225K 0.08% +51 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares 6,006 $217K 0.08% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,290 shares; 2026Q1: 2,292 shares 2,292 $216K 0.08% +2 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,001 shares; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,062 shares; 2025Q4: 7,385 shares; 2026Q1: 6,438 shares 6,438 $214K 0.08% -947 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,549 shares; 2025Q3: 3,364 shares; 2025Q4: not reported; 2026Q1: 3,707 shares 3,707 $214K 0.08% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,028 shares; 2025Q4: 2,988 shares; 2026Q1: 2,988 shares 2,988 $213K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,045 shares 1,045 $213K 0.07% -94 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares 709 $209K 0.07% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares 2,662 $207K 0.07% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares 207 $206K 0.07% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,389 shares 1,389 $206K 0.07% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares 301 $205K 0.07% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,925 shares 5,925 $201K 0.07% new Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 336,546 shares; 2025Q1: 336,546 shares; 2025Q2: 336,546 shares; 2025Q3: 336,546 shares; 2025Q4: 336,546 shares; 2026Q1: 336,546 shares 336,546 $91.7K 0.03% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,620 shares; 2025Q1: 18,620 shares; 2025Q2: 18,620 shares; 2025Q3: 18,620 shares; 2025Q4: 18,620 shares; 2026Q1: 19,724 shares 19,724 $69.6K 0.02% +1,104 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,744 shares; 2025Q1: 29,744 shares; 2025Q2: 29,744 shares; 2025Q3: 29,744 shares; 2025Q4: 29,744 shares; 2026Q1: 29,744 shares 29,744 $25.2K 0.01% 0 Timeline