LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,461 shares; 2025Q1: 11,543 shares; 2025Q2: 11,480 shares; 2025Q3: 11,500 shares; 2025Q4: 11,398 shares; 2026Q1: 11,318 shares; 2026Q2: 11,414 shares; 2026Q3: 11,598 shares 11,598 $13.4M 5.4% +184 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,296 shares; 2025Q1: 43,448 shares; 2025Q2: 43,444 shares; 2025Q3: 43,348 shares; 2025Q4: 42,089 shares; 2026Q1: 42,051 shares; 2026Q2: 42,765 shares; 2026Q3: 42,335 shares 42,335 $9.67M 3.89% -430 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,962 shares; 2025Q1: 40,795 shares; 2025Q2: 38,873 shares; 2025Q3: 39,532 shares; 2025Q4: 47,742 shares; 2026Q1: 54,759 shares; 2026Q2: 85,122 shares; 2026Q3: 60,495 shares 60,495 $9.26M 3.73% -24,627 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,990 shares; 2025Q1: 10,956 shares; 2025Q2: 10,140 shares; 2025Q3: 9,557 shares; 2025Q4: 9,968 shares; 2026Q1: 10,655 shares; 2026Q2: 10,214 shares; 2026Q3: 9,515 shares 9,515 $6.67M 2.68% -699 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,408 shares; 2025Q1: 20,970 shares; 2025Q2: 21,398 shares; 2025Q3: 20,360 shares; 2025Q4: 19,888 shares; 2026Q1: 19,878 shares; 2026Q2: 20,119 shares; 2026Q3: 19,825 shares 19,825 $6.6M 2.66% -294 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 110,558 shares 110,558 $5.66M 2.28% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,300 shares; 2026Q2: 12,560 shares; 2026Q3: 10,009 shares 10,009 $5.38M 2.17% -2,551 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,768 shares; 2025Q1: 5,805 shares; 2025Q2: 5,775 shares; 2025Q3: 5,776 shares; 2025Q4: 5,609 shares; 2026Q1: 5,293 shares; 2026Q2: 5,266 shares; 2026Q3: 5,352 shares 5,352 $5.11M 2.06% +86 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,422 shares; 2026Q2: 27,806 shares; 2026Q3: 28,024 shares 28,024 $5.01M 2.02% +218 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,849 shares; 2025Q1: 2,779 shares; 2025Q2: 2,878 shares; 2025Q3: 2,863 shares; 2025Q4: 2,912 shares; 2026Q1: 2,936 shares; 2026Q2: 2,850 shares; 2026Q3: 10,895 shares 10,895 $4.68M 1.88% +8,045 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,108 shares; 2025Q1: 38,612 shares; 2025Q2: 40,365 shares; 2025Q3: 41,579 shares; 2025Q4: 47,590 shares; 2026Q1: 55,386 shares; 2026Q2: 61,819 shares; 2026Q3: 61,208 shares 61,208 $4.45M 1.79% -611 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,903 shares; 2025Q1: 3,140 shares; 2025Q2: 48,635 shares; 2025Q3: 48,797 shares; 2025Q4: 48,565 shares; 2026Q1: 48,365 shares; 2026Q2: 49,106 shares; 2026Q3: 48,559 shares 48,559 $4.15M 1.67% -547 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,021 shares; 2025Q1: 72,793 shares; 2025Q2: 72,694 shares; 2025Q3: 72,726 shares; 2025Q4: 72,271 shares; 2026Q1: 72,164 shares; 2026Q2: 71,465 shares; 2026Q3: 70,467 shares 70,467 $4.07M 1.64% -998 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,657 shares; 2025Q1: 73,023 shares; 2025Q2: 73,183 shares; 2025Q3: 73,732 shares; 2025Q4: 72,217 shares; 2026Q1: 72,915 shares; 2026Q2: 72,391 shares; 2026Q3: 73,865 shares 73,865 $3.74M 1.5% +1,474 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,799 shares; 2026Q2: 118,012 shares; 2026Q3: 120,845 shares 120,845 $3.64M 1.47% +2,833 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30,343 shares; 2025Q2: 59,158 shares; 2025Q3: 59,281 shares; 2025Q4: 58,081 shares; 2026Q1: 58,556 shares; 2026Q2: 58,052 shares; 2026Q3: 58,901 shares 58,901 $3.64M 1.47% +849 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,341 shares; 2026Q1: 23,828 shares; 2026Q2: 23,563 shares; 2026Q3: 24,172 shares 24,172 $3.59M 1.45% +609 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,942 shares; 2025Q1: 16,848 shares; 2025Q2: 21,576 shares; 2025Q3: 24,573 shares; 2025Q4: 39,154 shares; 2026Q1: 64,734 shares; 2026Q2: 70,761 shares; 2026Q3: 75,669 shares 75,669 $3.58M 1.44% +4,908 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,614 shares; 2026Q3: 35,305 shares 35,305 $3.55M 1.43% +1,691 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,065 shares; 2026Q1: 11,989 shares; 2026Q2: 12,236 shares; 2026Q3: 12,083 shares 12,083 $3.47M 1.4% -153 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,644 shares; 2026Q2: 56,837 shares; 2026Q3: 61,355 shares 61,355 $3.43M 1.38% +4,518 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,579 shares; 2025Q1: 39,434 shares; 2025Q2: 33,038 shares; 2025Q3: 32,531 shares; 2025Q4: 35,604 shares; 2026Q1: 38,395 shares; 2026Q2: 35,717 shares; 2026Q3: 35,366 shares 35,366 $3.34M 1.35% -351 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,352 shares; 2025Q1: 5,730 shares; 2025Q2: 5,836 shares; 2025Q3: 5,892 shares; 2025Q4: 5,938 shares; 2026Q1: 5,933 shares; 2026Q2: 6,062 shares; 2026Q3: 5,971 shares 5,971 $3.29M 1.33% -91 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,733 shares 14,733 $3.28M 1.32% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,392 shares; 2025Q1: 2,037 shares; 2025Q2: 1,774 shares; 2025Q3: 1,719 shares; 2025Q4: 1,510 shares; 2026Q1: 1,458 shares; 2026Q2: 8,623 shares; 2026Q3: 8,900 shares 8,900 $3.2M 1.29% +277 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,838 shares; 2025Q1: 8,996 shares; 2025Q2: 9,016 shares; 2025Q3: 9,121 shares; 2025Q4: 9,328 shares; 2026Q1: 9,486 shares; 2026Q2: 9,479 shares; 2026Q3: 9,669 shares 9,669 $3.14M 1.27% +190 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,655 shares; 2026Q3: 32,267 shares 32,267 $3.14M 1.26% +12,612 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,815 shares; 2026Q2: 54,470 shares; 2026Q3: 55,588 shares 55,588 $3.13M 1.26% +1,118 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,805 shares; 2026Q1: 32,495 shares; 2026Q2: 32,355 shares; 2026Q3: 33,206 shares 33,206 $3.06M 1.23% +851 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,338 shares; 2026Q1: 45,840 shares; 2026Q2: 45,644 shares; 2026Q3: 46,816 shares 46,816 $2.98M 1.2% +1,172 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,614 shares; 2025Q1: 12,653 shares; 2025Q2: 12,821 shares; 2025Q3: 12,989 shares; 2025Q4: 12,975 shares; 2026Q1: 13,040 shares; 2026Q2: 12,993 shares; 2026Q3: 13,236 shares 13,236 $2.94M 1.18% +243 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,649 shares; 2025Q1: 8,572 shares; 2025Q2: 8,593 shares; 2025Q3: 8,523 shares; 2025Q4: 9,120 shares; 2026Q1: 9,035 shares; 2026Q2: 8,972 shares; 2026Q3: 8,818 shares 8,818 $2.92M 1.17% -154 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,657 shares; 2025Q1: 1,989 shares; 2025Q2: 2,129 shares; 2025Q3: 2,179 shares; 2025Q4: 2,295 shares; 2026Q1: 2,276 shares; 2026Q2: 2,351 shares; 2026Q3: 2,311 shares 2,311 $2.88M 1.16% -40 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,877 shares; 2025Q1: 7,199 shares; 2025Q2: 7,796 shares; 2025Q3: 7,976 shares; 2025Q4: 7,829 shares; 2026Q1: 7,783 shares; 2026Q2: 8,007 shares; 2026Q3: 7,907 shares 7,907 $2.81M 1.13% -100 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,056 shares; 2026Q3: 7,078 shares 7,078 $2.75M 1.11% +22 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,522 shares; 2026Q1: 6,517 shares; 2026Q2: 9,009 shares; 2026Q3: 9,482 shares 9,482 $2.58M 1.04% +473 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 12,635 shares; 2025Q3: 12,823 shares; 2025Q4: 11,978 shares; 2026Q1: 12,256 shares; 2026Q2: 12,324 shares; 2026Q3: 12,703 shares 12,703 $2.45M 0.99% +379 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,649 shares; 2026Q3: 93,323 shares 93,323 $2.39M 0.96% +4,674 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,978 shares; 2026Q3: 4,189 shares 4,189 $2.38M 0.96% +211 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,848 shares; 2025Q1: 4,827 shares; 2025Q2: 4,850 shares; 2025Q3: 4,868 shares; 2025Q4: 4,713 shares; 2026Q1: 4,720 shares; 2026Q2: 4,710 shares; 2026Q3: 4,556 shares 4,556 $2.27M 0.91% -154 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,708 shares; 2026Q2: 4,891 shares; 2026Q3: 4,968 shares 4,968 $2.26M 0.91% +77 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,887 shares 5,887 $2.25M 0.9% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,616 shares; 2026Q2: 25,263 shares; 2026Q3: 25,968 shares 25,968 $2.23M 0.9% +705 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,635 shares; 2025Q1: 4,949 shares; 2025Q2: 5,000 shares; 2025Q3: 5,033 shares; 2025Q4: 4,804 shares; 2026Q1: 4,792 shares; 2026Q2: 4,467 shares; 2026Q3: 4,117 shares 4,117 $2.11M 0.85% -350 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,112 shares; 2025Q1: 3,903 shares; 2025Q2: 5,400 shares; 2025Q3: 5,672 shares; 2025Q4: 5,048 shares; 2026Q1: 5,176 shares; 2026Q2: 5,788 shares; 2026Q3: 5,450 shares 5,450 $2.08M 0.84% -338 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,494 shares; 2025Q2: 11,114 shares; 2025Q3: 17,599 shares; 2025Q4: 25,961 shares; 2026Q1: 4,551 shares; 2026Q2: 15,375 shares; 2026Q3: 17,845 shares 17,845 $2.06M 0.83% +2,470 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,822 shares; 2026Q3: 27,226 shares 27,226 $2.03M 0.82% +1,404 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,037 shares; 2025Q4: 40,898 shares; 2026Q1: 6,479 shares; 2026Q2: 32,122 shares; 2026Q3: 36,958 shares 36,958 $1.96M 0.79% +4,836 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,568 shares; 2025Q1: 112,744 shares; 2025Q2: 119,631 shares; 2025Q3: 120,256 shares; 2025Q4: 121,194 shares; 2026Q1: 125,501 shares; 2026Q2: 125,643 shares; 2026Q3: 126,417 shares 126,417 $1.93M 0.78% +774 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 31,899 shares 31,899 $1.86M 0.75% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,500 shares 6,500 $1.85M 0.75% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,510 shares; 2025Q1: 6,967 shares; 2025Q2: 7,261 shares; 2025Q3: 7,278 shares; 2025Q4: 7,125 shares; 2026Q1: 7,441 shares; 2026Q2: 7,670 shares; 2026Q3: 7,223 shares 7,223 $1.8M 0.72% -447 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,919 shares; 2026Q3: 17,817 shares 17,817 $1.79M 0.72% +898 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,504 shares; 2026Q3: 57,229 shares 57,229 $1.79M 0.72% -275 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,047 shares; 2025Q1: 5,331 shares; 2025Q2: 5,573 shares; 2025Q3: 5,476 shares; 2025Q4: 4,567 shares; 2026Q1: 4,483 shares; 2026Q2: 4,750 shares; 2026Q3: 4,501 shares 4,501 $1.55M 0.62% -249 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,295 shares; 2025Q1: 94,380 shares; 2025Q2: 110,383 shares; 2025Q3: 111,804 shares; 2025Q4: 113,532 shares; 2026Q1: 115,572 shares; 2026Q2: 116,441 shares; 2026Q3: 117,501 shares 117,501 $1.42M 0.57% +1,060 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,784 shares; 2026Q3: 48,438 shares 48,438 $1.37M 0.55% +2,654 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,124 shares; 2026Q3: 6,420 shares 6,420 $1.35M 0.55% +296 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,075 shares 8,075 $1.31M 0.53% 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; 2024Q4: 6,414 shares; 2025Q1: 6,285 shares; 2025Q2: 6,320 shares; 2025Q3: 6,224 shares; 2025Q4: 6,032 shares; 2026Q1: 5,813 shares; 2026Q2: 5,267 shares; 2026Q3: 8,860 shares 8,860 $1.29M 0.52% +3,593 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,750 shares; 2025Q1: 1,766 shares; 2025Q2: 1,819 shares; 2025Q3: 1,776 shares; 2025Q4: 1,772 shares; 2026Q1: 1,793 shares; 2026Q2: 1,713 shares; 2026Q3: 1,717 shares 1,717 $1.24M 0.5% +4 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,618 shares; 2025Q1: 15,716 shares; 2025Q2: 13,978 shares; 2025Q3: 11,921 shares; 2025Q4: 13,184 shares; 2026Q1: 15,238 shares; 2026Q2: 15,403 shares; 2026Q3: 14,383 shares 14,383 $1.22M 0.49% -1,020 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,379 shares; 2026Q3: 11,837 shares 11,837 $1.22M 0.49% +458 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,601 shares; 2026Q3: 28,199 shares 28,199 $1.19M 0.48% +1,598 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,902 shares; 2026Q1: 7,303 shares; 2026Q2: 14,996 shares; 2026Q3: 16,750 shares 16,750 $1.17M 0.47% +1,754 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,761 shares; 2025Q1: 2,415 shares; 2025Q2: 2,306 shares; 2025Q3: 2,246 shares; 2025Q4: 2,889 shares; 2026Q1: 3,604 shares; 2026Q2: 14,443 shares; 2026Q3: 13,049 shares 13,049 $1.02M 0.41% -1,394 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,962 shares; 2026Q2: 4,248 shares; 2026Q3: 8,335 shares 8,335 $982K 0.4% +4,087 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,128 shares; 2025Q1: 2,086 shares; 2025Q2: 2,125 shares; 2025Q3: 2,222 shares; 2025Q4: 2,236 shares; 2026Q1: 2,256 shares; 2026Q2: 2,254 shares; 2026Q3: 2,274 shares 2,274 $958K 0.39% +20 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,862 shares; 2026Q3: 18,396 shares 18,396 $905K 0.36% -466 Timeline BFIX BUILD FUNDS TRUST More: the full row for BUILD FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,001 shares; 2025Q2: 16,498 shares; 2025Q3: 18,776 shares; 2025Q4: 28,926 shares; 2026Q1: 36,410 shares; 2026Q2: 37,049 shares; 2026Q3: 36,648 shares 36,648 $903K 0.36% -401 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,032 shares; 2025Q1: 1,920 shares; 2025Q2: 1,998 shares; 2025Q3: 2,071 shares; 2025Q4: 2,691 shares; 2026Q1: 3,522 shares; 2026Q2: 3,544 shares; 2026Q3: 3,062 shares 3,062 $871K 0.35% -482 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,187 shares; 2025Q1: 1,249 shares; 2025Q2: 1,157 shares; 2025Q3: 1,161 shares; 2025Q4: 1,147 shares; 2026Q1: 1,164 shares; 2026Q2: 1,141 shares; 2026Q3: 1,141 shares 1,141 $870K 0.35% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,385 shares 10,385 $853K 0.34% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,435 shares; 2025Q1: 7,622 shares; 2025Q2: 1,169 shares; 2025Q3: 1,139 shares; 2025Q4: 1,106 shares; 2026Q1: 1,033 shares; 2026Q2: 1,032 shares; 2026Q3: 1,052 shares 1,052 $853K 0.34% +20 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,620 shares; 2025Q1: 3,604 shares; 2025Q2: 3,749 shares; 2025Q3: 3,764 shares; 2025Q4: 3,811 shares; 2026Q1: 3,566 shares; 2026Q2: 3,474 shares; 2026Q3: 3,201 shares 3,201 $847K 0.34% -273 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,949 shares; 2026Q3: 10,451 shares 10,451 $730K 0.29% +502 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,045 shares; 2026Q2: 6,443 shares; 2026Q3: 7,425 shares 7,425 $698K 0.28% +982 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,338 shares; 2025Q1: 4,014 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares; 2025Q4: 4,288 shares; 2026Q1: 4,060 shares; 2026Q2: 4,076 shares; 2026Q3: 3,382 shares 3,382 $691K 0.28% -694 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,318 shares; 2025Q1: 3,357 shares; 2025Q2: 2,617 shares; 2025Q3: 1,857 shares; 2025Q4: 1,771 shares; 2026Q1: 1,784 shares; 2026Q2: 1,802 shares; 2026Q3: 1,814 shares 1,814 $679K 0.27% +12 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 5,361 shares; 2026Q2: 5,632 shares; 2026Q3: 5,443 shares 5,443 $654K 0.26% -189 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,858 shares; 2025Q1: 13,510 shares; 2025Q2: 13,511 shares; 2025Q3: 13,513 shares; 2025Q4: 13,515 shares; 2026Q1: 13,516 shares; 2026Q2: 13,749 shares; 2026Q3: 13,882 shares 13,882 $646K 0.26% +133 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,563 shares; 2025Q1: 1,826 shares; 2025Q2: 1,215 shares; 2025Q3: 610 shares; 2025Q4: 1,801 shares; 2026Q1: 1,755 shares; 2026Q2: 1,772 shares; 2026Q3: 1,752 shares 1,752 $622K 0.25% -20 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,912 shares; 2025Q1: 5,948 shares; 2025Q2: 6,042 shares; 2025Q3: 5,962 shares; 2025Q4: 6,027 shares; 2026Q1: 5,883 shares; 2026Q2: 5,882 shares; 2026Q3: 5,853 shares 5,853 $614K 0.25% -29 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 896 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 728 shares; 2026Q2: 718 shares; 2026Q3: 718 shares 718 $613K 0.25% 0 Timeline RMBI RICHMOND MUT BANCORPORATION More: the full row for RICHMOND MUT BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,937 shares; 2025Q1: 32,100 shares; 2025Q2: 32,247 shares; 2025Q3: 32,390 shares; 2025Q4: 34,605 shares; 2026Q1: 34,778 shares; 2026Q2: 40,102 shares; 2026Q3: 40,487 shares 40,487 $602K 0.24% +385 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,888 shares; 2025Q1: 7,677 shares; 2025Q2: 8,087 shares; 2025Q3: 8,244 shares; 2025Q4: 8,375 shares; 2026Q1: 2,318 shares; 2026Q2: 2,140 shares; 2026Q3: 2,060 shares 2,060 $586K 0.24% -80 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,334 shares; 2025Q1: 2,558 shares; 2025Q2: 2,444 shares; 2025Q3: 2,432 shares; 2025Q4: 2,749 shares; 2026Q1: 2,334 shares; 2026Q2: 2,375 shares; 2026Q3: 2,209 shares 2,209 $578K 0.23% -166 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,845 shares; 2025Q1: 9,842 shares; 2025Q2: 9,228 shares; 2025Q3: 9,525 shares; 2025Q4: 8,341 shares; 2026Q1: 8,342 shares; 2026Q2: 8,443 shares; 2026Q3: 8,559 shares 8,559 $534K 0.21% +116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,346 shares; 2025Q1: 8,576 shares; 2025Q2: 7,977 shares; 2025Q3: 7,964 shares; 2025Q4: 7,893 shares; 2026Q1: 5,136 shares; 2026Q2: 5,134 shares; 2026Q3: 5,075 shares 5,075 $527K 0.21% -59 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,372 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,864 shares 1,864 $518K 0.21% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,536 shares; 2025Q1: 3,498 shares; 2025Q2: 3,512 shares; 2025Q3: 3,462 shares; 2025Q4: 3,777 shares; 2026Q1: 3,145 shares; 2026Q2: 2,704 shares; 2026Q3: 2,353 shares 2,353 $517K 0.21% -351 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,977 shares; 2025Q4: 3,728 shares; 2026Q1: 3,458 shares; 2026Q2: 3,353 shares; 2026Q3: 3,324 shares 3,324 $511K 0.21% -29 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares; 2026Q2: 678 shares; 2026Q3: 546 shares 546 $504K 0.2% -132 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,805 shares; 2025Q1: 12,710 shares; 2025Q2: 12,709 shares; 2025Q3: 12,716 shares; 2025Q4: 15,289 shares; 2026Q1: 11,853 shares; 2026Q2: 11,849 shares; 2026Q3: 10,852 shares 10,852 $498K 0.2% -997 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,544 shares; 2025Q1: 7,728 shares; 2025Q2: 6,028 shares; 2025Q3: 5,445 shares; 2025Q4: 5,564 shares; 2026Q1: 5,407 shares; 2026Q2: 5,177 shares; 2026Q3: 4,922 shares 4,922 $477K 0.19% -255 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: not reported; 2025Q4: 1,549 shares; 2026Q1: 629 shares; 2026Q2: 1,353 shares; 2026Q3: 629 shares 629 $465K 0.19% -724 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,933 shares; 2025Q1: 14,586 shares; 2025Q2: 14,571 shares; 2025Q3: 16,268 shares; 2025Q4: 20,052 shares; 2026Q1: 20,318 shares; 2026Q2: 19,389 shares; 2026Q3: 18,512 shares 18,512 $452K 0.18% -877 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,247 shares; 2025Q1: 23,401 shares; 2025Q2: 23,394 shares; 2025Q3: 23,753 shares; 2025Q4: 23,736 shares; 2026Q1: 23,736 shares; 2026Q2: 23,665 shares; 2026Q3: 26,331 shares 26,331 $451K 0.18% +2,666 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,517 shares; 2025Q1: 4,525 shares; 2025Q2: 4,534 shares; 2025Q3: 4,542 shares; 2025Q4: 4,550 shares; 2026Q1: 4,557 shares; 2026Q2: 4,566 shares; 2026Q3: 4,573 shares 4,573 $435K 0.17% +7 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,848 shares; 2025Q1: 3,985 shares; 2025Q2: 4,063 shares; 2025Q3: 4,063 shares; 2025Q4: 4,166 shares; 2026Q1: 3,483 shares; 2026Q2: 3,449 shares; 2026Q3: 3,300 shares 3,300 $418K 0.17% -149 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 638 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 649 shares; 2026Q3: 618 shares 618 $415K 0.17% -31 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,936 shares; 2025Q1: 3,513 shares; 2025Q2: not reported; 2025Q3: 2,741 shares; 2025Q4: 3,072 shares; 2026Q1: 2,922 shares; 2026Q2: 2,895 shares; 2026Q3: 2,835 shares 2,835 $412K 0.17% -60 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,800 shares; 2025Q4: 24,452 shares; 2026Q1: 33,826 shares; 2026Q2: 29,829 shares; 2026Q3: 9,982 shares 9,982 $409K 0.16% -19,847 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 899 shares; 2025Q1: 939 shares; 2025Q2: 986 shares; 2025Q3: 1,012 shares; 2025Q4: 999 shares; 2026Q1: 910 shares; 2026Q2: 1,052 shares; 2026Q3: 883 shares 883 $399K 0.16% -169 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 488 shares; 2026Q3: 358 shares 358 $381K 0.15% -130 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: 300 shares; 2025Q2: 285 shares; 2025Q3: 302 shares; 2025Q4: 1,241 shares; 2026Q1: 1,184 shares; 2026Q2: 1,371 shares; 2026Q3: 1,166 shares 1,166 $380K 0.15% -205 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,661 shares; 2025Q1: 3,588 shares; 2025Q2: 3,474 shares; 2025Q3: 3,480 shares; 2025Q4: 3,469 shares; 2026Q1: 3,403 shares; 2026Q2: 3,408 shares; 2026Q3: 3,192 shares 3,192 $379K 0.15% -216 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,900 shares; 2025Q1: 8,863 shares; 2025Q2: 7,131 shares; 2025Q3: 6,618 shares; 2025Q4: 5,543 shares; 2026Q1: 5,221 shares; 2026Q2: 5,462 shares; 2026Q3: 5,251 shares 5,251 $378K 0.15% -211 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,608 shares; 2025Q1: 3,964 shares; 2025Q2: 5,150 shares; 2025Q3: 5,334 shares; 2025Q4: 5,345 shares; 2026Q1: 5,193 shares; 2026Q2: 6,072 shares; 2026Q3: 5,039 shares 5,039 $371K 0.15% -1,033 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares; 2026Q3: 482 shares 482 $369K 0.15% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,534 shares; 2025Q4: 1,524 shares; 2026Q1: 1,706 shares; 2026Q2: 1,742 shares; 2026Q3: 1,833 shares 1,833 $343K 0.14% +91 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,059 shares; 2025Q1: 2,064 shares; 2025Q2: 1,995 shares; 2025Q3: 1,991 shares; 2025Q4: 1,908 shares; 2026Q1: 1,858 shares; 2026Q2: 1,804 shares; 2026Q3: 1,655 shares 1,655 $338K 0.14% -149 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,571 shares; 2025Q1: 5,592 shares; 2025Q2: 5,701 shares; 2025Q3: 5,663 shares; 2025Q4: 5,664 shares; 2026Q1: 4,885 shares; 2026Q2: 4,906 shares; 2026Q3: 4,056 shares 4,056 $336K 0.14% -850 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 1,702 shares; 2025Q3: 1,525 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 1,579 shares; 2026Q3: 1,463 shares 1,463 $331K 0.13% -116 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,496 shares; 2025Q3: 8,496 shares; 2025Q4: 8,496 shares; 2026Q1: 8,496 shares; 2026Q2: 8,496 shares; 2026Q3: 11,625 shares 11,625 $324K 0.13% +3,129 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,340 shares; 2025Q1: 5,567 shares; 2025Q2: 5,774 shares; 2025Q3: 5,769 shares; 2025Q4: 5,717 shares; 2026Q1: 3,896 shares; 2026Q2: 3,793 shares; 2026Q3: 2,819 shares 2,819 $321K 0.13% -974 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,856 shares; 2025Q1: 6,733 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,743 shares; 2026Q1: 6,743 shares; 2026Q2: 6,686 shares; 2026Q3: 6,428 shares 6,428 $321K 0.13% -258 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,777 shares; 2025Q1: 11,777 shares; 2025Q2: 11,656 shares; 2025Q3: 11,595 shares; 2025Q4: 11,585 shares; 2026Q1: 11,585 shares; 2026Q2: 11,585 shares; 2026Q3: 11,169 shares 11,169 $316K 0.13% -416 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,787 shares; 2025Q1: 6,721 shares; 2025Q2: 6,292 shares; 2025Q3: 6,272 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,297 shares; 2026Q3: 3,400 shares 3,400 $315K 0.13% +103 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,166 shares; 2025Q1: 2,257 shares; 2025Q2: 2,263 shares; 2025Q3: 2,307 shares; 2025Q4: 2,283 shares; 2026Q1: 1,821 shares; 2026Q2: 1,440 shares; 2026Q3: 1,339 shares 1,339 $309K 0.12% -101 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares; 2026Q3: 1,042 shares 1,042 $302K 0.12% +448 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,352 shares; 2025Q2: 5,158 shares; 2025Q3: 5,142 shares; 2025Q4: 5,156 shares; 2026Q1: 5,288 shares; 2026Q2: 4,042 shares; 2026Q3: 3,462 shares 3,462 $298K 0.12% -580 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,513 shares; 2025Q1: 18,370 shares; 2025Q2: 19,217 shares; 2025Q3: 18,658 shares; 2025Q4: 18,606 shares; 2026Q1: 18,848 shares; 2026Q2: 18,848 shares; 2026Q3: 12,187 shares 12,187 $292K 0.12% -6,661 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,128 shares; 2025Q1: 4,302 shares; 2025Q2: 4,553 shares; 2025Q3: 4,549 shares; 2025Q4: 4,423 shares; 2026Q1: 4,174 shares; 2026Q2: 4,190 shares; 2026Q3: 4,191 shares 4,191 $282K 0.11% +1 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,204 shares; 2025Q3: 11,204 shares; 2025Q4: 13,154 shares; 2026Q1: 13,154 shares; 2026Q2: 13,154 shares; 2026Q3: 13,358 shares 13,358 $279K 0.11% +204 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,394 shares; 2025Q3: 10,394 shares; 2025Q4: 10,394 shares; 2026Q1: 10,394 shares; 2026Q2: 10,394 shares; 2026Q3: 10,693 shares 10,693 $274K 0.11% +299 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,764 shares; 2025Q1: 5,754 shares; 2025Q2: 5,692 shares; 2025Q3: 5,638 shares; 2025Q4: 4,644 shares; 2026Q1: 4,058 shares; 2026Q2: 26,596 shares; 2026Q3: 1,308 shares 1,308 $255K 0.1% -25,288 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,561 shares; 2026Q1: 2,667 shares; 2026Q2: 2,713 shares; 2026Q3: 2,712 shares 2,712 $253K 0.1% -1 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,327 shares; 2025Q1: 7,712 shares; 2025Q2: 13,093 shares; 2025Q3: 13,042 shares; 2025Q4: 12,862 shares; 2026Q1: 1,116 shares; 2026Q2: 1,180 shares; 2026Q3: 714 shares 714 $251K 0.1% -466 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,458 shares; 2025Q1: 3,172 shares; 2025Q2: 2,736 shares; 2025Q3: 2,777 shares; 2025Q4: 2,539 shares; 2026Q1: 2,505 shares; 2026Q2: 2,542 shares; 2026Q3: 2,543 shares 2,543 $248K 0.1% +1 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,121 shares; 2025Q3: 2,011 shares; 2025Q4: 1,774 shares; 2026Q1: not reported; 2026Q2: 1,832 shares; 2026Q3: 1,812 shares 1,812 $246K 0.1% -20 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,966 shares; 2025Q1: 2,963 shares; 2025Q2: 2,851 shares; 2025Q3: 2,948 shares; 2025Q4: 3,050 shares; 2026Q1: 3,110 shares; 2026Q2: 2,574 shares; 2026Q3: 2,476 shares 2,476 $245K 0.1% -98 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 1,092 shares; 2026Q3: 1,092 shares 1,092 $243K 0.1% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 608 shares 608 $240K 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 757 shares; 2026Q1: 757 shares; 2026Q2: 757 shares; 2026Q3: 758 shares 758 $237K 0.1% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 887 shares 887 $234K 0.09% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,050 shares 1,050 $229K 0.09% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 878 shares; 2026Q3: 946 shares 946 $228K 0.09% +68 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 621 shares; 2025Q1: 506 shares; 2025Q2: 443 shares; 2025Q3: 433 shares; 2025Q4: 420 shares; 2026Q1: 398 shares; 2026Q2: 263 shares; 2026Q3: 252 shares 252 $227K 0.09% -11 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,341 shares; 2026Q2: 12,339 shares; 2026Q3: 12,229 shares 12,229 $226K 0.09% -110 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,781 shares; 2026Q2: not reported; 2026Q3: 1,771 shares 1,771 $222K 0.09% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,539 shares; 2025Q1: 17,308 shares; 2025Q2: 23,756 shares; 2025Q3: 23,756 shares; 2025Q4: 23,698 shares; 2026Q1: 23,698 shares; 2026Q2: 23,698 shares; 2026Q3: 23,526 shares 23,526 $221K 0.09% -172 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares; 2026Q2: 1,367 shares; 2026Q3: 1,367 shares 1,367 $218K 0.09% 0 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,992 shares; 2026Q3: 3,992 shares 3,992 $215K 0.09% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,592 shares; 2025Q2: 2,635 shares; 2025Q3: 2,553 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares; 2026Q3: 2,627 shares 2,627 $213K 0.09% +191 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,070 shares; 2025Q2: 2,443 shares; 2025Q3: 2,258 shares; 2025Q4: 2,221 shares; 2026Q1: 2,107 shares; 2026Q2: 1,249 shares; 2026Q3: 1,145 shares 1,145 $213K 0.09% -104 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares; 2026Q3: 459 shares 459 $209K 0.08% -23 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares; 2026Q2: 261 shares; 2026Q3: 215 shares 215 $205K 0.08% -46 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,162 shares; 2025Q4: 20,405 shares; 2026Q1: 7,833 shares; 2026Q2: not reported; 2026Q3: 3,543 shares 3,543 $203K 0.08% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,608 shares; 2025Q1: 19,608 shares; 2025Q2: 19,607 shares; 2025Q3: 19,103 shares; 2025Q4: 19,103 shares; 2026Q1: 19,103 shares; 2026Q2: 19,103 shares; 2026Q3: 19,103 shares 19,103 $181K 0.07% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,875 shares; 2025Q4: 19,875 shares; 2026Q1: 19,525 shares; 2026Q2: 19,525 shares; 2026Q3: 28,067 shares 28,067 $162K 0.07% +8,542 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,924 shares; 2026Q3: 16,691 shares 16,691 $158K 0.06% -233 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,732 shares; 2025Q2: 23,632 shares; 2025Q3: 23,632 shares; 2025Q4: 23,632 shares; 2026Q1: 23,632 shares; 2026Q2: 23,632 shares; 2026Q3: 24,557 shares 24,557 $157K 0.06% +925 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,143 shares; 2025Q1: 11,143 shares; 2025Q2: 10,953 shares; 2025Q3: 10,924 shares; 2025Q4: 10,924 shares; 2026Q1: 10,924 shares; 2026Q2: 10,924 shares; 2026Q3: 10,900 shares 10,900 $147K 0.06% -24 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,347 shares; 2025Q1: 11,347 shares; 2025Q2: 11,081 shares; 2025Q3: 11,036 shares; 2025Q4: 11,036 shares; 2026Q1: 11,036 shares; 2026Q2: 11,036 shares; 2026Q3: 11,578 shares 11,578 $94.6K 0.04% +542 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,285 shares; 2025Q1: 14,941 shares; 2025Q2: 14,592 shares; 2025Q3: 14,592 shares; 2025Q4: 16,242 shares; 2026Q1: 10,711 shares; 2026Q2: 10,711 shares; 2026Q3: 10,711 shares 10,711 $91.2K 0.04% 0 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,947 shares; 2025Q4: 13,947 shares; 2026Q1: 13,947 shares; 2026Q2: 13,947 shares; 2026Q3: 13,947 shares 13,947 $79.9K 0.03% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,869 shares; 2025Q1: 11,869 shares; 2025Q2: 11,869 shares; 2025Q3: 11,869 shares; 2025Q4: 11,869 shares; 2026Q1: 11,869 shares; 2026Q2: 11,869 shares; 2026Q3: 11,869 shares 11,869 $71.3K 0.03% 0 Timeline