SPTM 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: 410,794 shares; 2025Q1: 549,494 shares; 2025Q2: 623,645 shares; 2025Q3: 757,202 shares; 2025Q4: 791,215 shares; 2026Q1: 840,283 shares; 2026Q2: 868,980 shares; 2026Q3: 873,991 shares 873,991 $80.5M 14.95% +5,011 Timeline AVLV 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: 317,834 shares; 2025Q1: 464,290 shares; 2025Q2: 536,993 shares; 2025Q3: 602,060 shares; 2025Q4: 621,070 shares; 2026Q1: 636,283 shares; 2026Q2: 636,183 shares; 2026Q3: 637,838 shares 637,838 $57.7M 10.72% +1,655 Timeline SPTI 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: 775,374 shares; 2025Q1: 1,177,569 shares; 2025Q2: 1,275,563 shares; 2025Q3: 1,402,286 shares; 2025Q4: 1,500,900 shares; 2026Q1: 1,751,198 shares; 2026Q2: 1,959,613 shares; 2026Q3: 2,023,207 shares 2,023,207 $55.2M 10.25% +63,594 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,130 shares; 2025Q1: 163,518 shares; 2025Q2: 180,630 shares; 2025Q3: 193,691 shares; 2025Q4: 200,766 shares; 2026Q1: 214,919 shares; 2026Q2: 219,334 shares; 2026Q3: 223,003 shares 223,003 $43.2M 8.03% +3,669 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 704,793 shares; 2025Q1: 648,991 shares; 2025Q2: 605,997 shares; 2025Q3: 618,637 shares; 2025Q4: 653,833 shares; 2026Q1: 784,246 shares; 2026Q2: 861,280 shares; 2026Q3: 908,274 shares 908,274 $40.7M 7.56% +46,994 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 963,954 shares; 2025Q1: 1,114,326 shares; 2025Q2: 1,128,560 shares; 2025Q3: 1,217,200 shares; 2025Q4: 1,271,866 shares; 2026Q1: 1,305,257 shares; 2026Q2: 1,330,742 shares; 2026Q3: 1,348,394 shares 1,348,394 $37M 6.88% +17,652 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; 2024Q4: 481,234 shares; 2025Q1: 500,668 shares; 2025Q2: 495,410 shares; 2025Q3: 485,034 shares; 2025Q4: 492,420 shares; 2026Q1: 497,958 shares; 2026Q2: 493,433 shares; 2026Q3: 497,471 shares 497,471 $19.6M 3.63% +4,038 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 455,861 shares; 2025Q1: 671,551 shares; 2025Q2: 739,636 shares; 2025Q3: 800,899 shares; 2025Q4: 849,950 shares; 2026Q1: 529,983 shares; 2026Q2: 394,083 shares; 2026Q3: 377,463 shares 377,463 $18.7M 3.47% -16,620 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 264,776 shares; 2025Q1: 254,089 shares; 2025Q2: 245,464 shares; 2025Q3: 251,635 shares; 2025Q4: 264,928 shares; 2026Q1: 276,249 shares; 2026Q2: 285,270 shares; 2026Q3: 295,266 shares 295,266 $17M 3.16% +9,996 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,954 shares; 2026Q2: 289,998 shares; 2026Q3: 316,904 shares 316,904 $16M 2.97% +26,906 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: 24,687 shares; 2025Q1: 23,453 shares; 2025Q2: 22,192 shares; 2025Q3: 19,547 shares; 2025Q4: 18,268 shares; 2026Q1: 17,944 shares; 2026Q2: 17,892 shares; 2026Q3: 17,752 shares 17,752 $13.5M 2.52% -140 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: 48,770 shares; 2025Q1: 74,441 shares; 2025Q2: 97,455 shares; 2025Q3: 105,249 shares; 2025Q4: 109,484 shares; 2026Q1: 111,242 shares; 2026Q2: 113,368 shares; 2026Q3: 113,601 shares 113,601 $13.4M 2.49% +233 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,046 shares; 2025Q1: 83,432 shares; 2025Q2: 86,493 shares; 2025Q3: 89,872 shares; 2025Q4: 89,962 shares; 2026Q1: 90,149 shares; 2026Q2: 90,797 shares; 2026Q3: 93,273 shares 93,273 $10.2M 1.9% +2,476 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; 2024Q4: 138,146 shares; 2025Q1: 198,696 shares; 2025Q2: 222,066 shares; 2025Q3: 243,354 shares; 2025Q4: 255,259 shares; 2026Q1: 262,612 shares; 2026Q2: 269,529 shares; 2026Q3: 274,664 shares 274,664 $9.25M 1.72% +5,135 Timeline BOXX 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: 6,257 shares; 2025Q4: 10,629 shares; 2026Q1: 15,931 shares; 2026Q2: 21,737 shares; 2026Q3: 51,743 shares 51,743 $6.13M 1.14% +30,006 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: 2,512 shares; 2025Q1: 3,506 shares; 2025Q2: 4,566 shares; 2025Q3: 4,579 shares; 2025Q4: 4,662 shares; 2026Q1: 5,242 shares; 2026Q2: 4,759 shares; 2026Q3: 5,435 shares 5,435 $5.79M 1.08% +676 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,598 shares; 2025Q1: 69,649 shares; 2025Q2: 50,813 shares; 2025Q3: 52,688 shares; 2025Q4: 52,557 shares; 2026Q1: 48,092 shares; 2026Q2: 47,760 shares; 2026Q3: 48,358 shares 48,358 $5.06M 0.94% +598 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,393 shares; 2025Q1: 6,393 shares; 2025Q2: 26,336 shares; 2025Q3: 26,784 shares; 2025Q4: 26,817 shares; 2026Q1: 26,817 shares; 2026Q2: 26,735 shares; 2026Q3: 26,735 shares 26,735 $4.45M 0.83% 0 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: 8,593 shares; 2025Q1: 8,858 shares; 2025Q2: 9,403 shares; 2025Q3: 9,722 shares; 2025Q4: 10,553 shares; 2026Q1: 11,376 shares; 2026Q2: 11,397 shares; 2026Q3: 12,503 shares 12,503 $4.16M 0.77% +1,106 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256,913 shares; 2025Q1: 211,432 shares; 2025Q2: 189,024 shares; 2025Q3: 140,311 shares; 2025Q4: 134,031 shares; 2026Q1: 128,096 shares; 2026Q2: 124,752 shares; 2026Q3: 122,454 shares 122,454 $3.67M 0.68% -2,298 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: 552 shares; 2025Q3: 560 shares; 2025Q4: 575 shares; 2026Q1: 592 shares; 2026Q2: 3,726 shares; 2026Q3: 3,751 shares 3,751 $3.57M 0.66% +25 Timeline AVUS 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: 12,272 shares; 2025Q1: 22,088 shares; 2025Q2: 25,811 shares; 2025Q3: 27,322 shares; 2025Q4: 28,717 shares; 2026Q1: 29,727 shares; 2026Q2: 29,703 shares; 2026Q3: 27,474 shares 27,474 $3.52M 0.65% -2,229 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: 3,862 shares; 2025Q1: 3,864 shares; 2025Q2: 4,186 shares; 2025Q3: 4,450 shares; 2025Q4: 4,767 shares; 2026Q1: 4,410 shares; 2026Q2: 5,336 shares; 2026Q3: 6,291 shares 6,291 $3.23M 0.6% +955 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: 6,325 shares; 2025Q1: 6,324 shares; 2025Q2: 6,413 shares; 2025Q3: 6,355 shares; 2025Q4: 7,714 shares; 2026Q1: 8,897 shares; 2026Q2: 9,627 shares; 2026Q3: 11,629 shares 11,629 $2.66M 0.49% +2,002 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,336 shares; 2025Q1: 9,374 shares; 2025Q2: 26,168 shares; 2025Q3: 26,590 shares; 2025Q4: 26,584 shares; 2026Q1: 25,603 shares; 2026Q2: 25,292 shares; 2026Q3: 25,444 shares 25,444 $2.57M 0.48% +152 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 4,954 shares; 2025Q3: 4,974 shares; 2025Q4: 4,689 shares; 2026Q1: 4,784 shares; 2026Q2: 19,136 shares; 2026Q3: 19,136 shares 19,136 $2.4M 0.45% 0 Timeline AAUA 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: 38,601 shares; 2026Q2: 38,601 shares; 2026Q3: 38,601 shares 38,601 $2.27M 0.42% 0 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: 2,242 shares; 2025Q1: 2,244 shares; 2025Q2: 6,238 shares; 2025Q3: 6,263 shares; 2025Q4: 6,272 shares; 2026Q1: 6,269 shares; 2026Q2: 6,300 shares; 2026Q3: 7,195 shares 7,195 $2.25M 0.42% +895 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: 4,312 shares; 2025Q1: 4,280 shares; 2025Q2: 4,703 shares; 2025Q3: 4,911 shares; 2025Q4: 6,050 shares; 2026Q1: 6,094 shares; 2026Q2: 5,956 shares; 2026Q3: 6,310 shares 6,310 $2.17M 0.4% +354 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: 3,034 shares; 2025Q1: 3,037 shares; 2025Q2: 2,812 shares; 2025Q3: 2,760 shares; 2025Q4: 2,751 shares; 2026Q1: 2,768 shares; 2026Q2: 2,741 shares; 2026Q3: 2,742 shares 2,742 $2.1M 0.39% +1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,360 shares; 2025Q1: 17,471 shares; 2025Q2: 19,585 shares; 2025Q3: 20,418 shares; 2025Q4: 21,298 shares; 2026Q1: 21,829 shares; 2026Q2: 21,768 shares; 2026Q3: 20,455 shares 20,455 $1.94M 0.36% -1,313 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,723 shares; 2026Q1: 44,784 shares; 2026Q2: 37,354 shares; 2026Q3: 36,551 shares 36,551 $1.93M 0.36% -803 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: 4,762 shares; 2025Q1: 4,758 shares; 2025Q2: 4,842 shares; 2025Q3: 4,898 shares; 2025Q4: 5,047 shares; 2026Q1: 5,203 shares; 2026Q2: 5,092 shares; 2026Q3: 5,284 shares 5,284 $1.75M 0.32% +192 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,204 shares; 2025Q3: 38,650 shares; 2025Q4: 40,698 shares; 2026Q1: 41,324 shares; 2026Q2: 41,041 shares; 2026Q3: 41,680 shares 41,680 $1.67M 0.31% +639 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,145 shares; 2025Q1: 4,145 shares; 2025Q2: 4,030 shares; 2025Q3: 4,030 shares; 2025Q4: 4,650 shares; 2026Q1: 4,878 shares; 2026Q2: 4,324 shares; 2026Q3: 4,712 shares 4,712 $1.61M 0.3% +388 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: 5,044 shares; 2025Q1: 4,967 shares; 2025Q2: 4,967 shares; 2025Q3: 4,967 shares; 2025Q4: 4,867 shares; 2026Q1: 4,867 shares; 2026Q2: 19,468 shares; 2026Q3: 19,468 shares 19,468 $1.53M 0.28% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,473 shares; 2025Q1: 103,356 shares; 2025Q2: 79,784 shares; 2025Q3: 54,011 shares; 2025Q4: 50,272 shares; 2026Q1: 45,483 shares; 2026Q2: 44,731 shares; 2026Q3: 42,046 shares 42,046 $1.43M 0.27% -2,685 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,480 shares; 2025Q1: 6,419 shares; 2025Q2: 8,324 shares; 2025Q3: 8,995 shares; 2025Q4: 9,668 shares; 2026Q1: 10,683 shares; 2026Q2: 7,988 shares; 2026Q3: 24,541 shares 24,541 $1.39M 0.26% +16,553 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,714 shares; 2025Q3: 28,718 shares; 2025Q4: 28,545 shares; 2026Q1: 28,545 shares; 2026Q2: 28,545 shares; 2026Q3: 28,545 shares 28,545 $1.33M 0.25% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 3,086 shares; 2025Q3: 3,175 shares; 2025Q4: 3,168 shares; 2026Q1: 3,338 shares; 2026Q2: 3,264 shares; 2026Q3: 3,576 shares 3,576 $1.26M 0.23% +312 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,444 shares; 2025Q1: 29,955 shares; 2025Q2: 25,480 shares; 2025Q3: 15,530 shares; 2025Q4: 14,534 shares; 2026Q1: 14,382 shares; 2026Q2: 14,063 shares; 2026Q3: 13,575 shares 13,575 $1.22M 0.23% -488 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,684 shares; 2025Q1: 23,382 shares; 2025Q2: 20,826 shares; 2025Q3: 20,626 shares; 2025Q4: 20,605 shares; 2026Q1: 20,592 shares; 2026Q2: 20,572 shares; 2026Q3: 20,419 shares 20,419 $1.21M 0.22% -153 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: 3,611 shares; 2025Q1: 3,865 shares; 2025Q2: 3,426 shares; 2025Q3: 3,741 shares; 2025Q4: 4,277 shares; 2026Q1: 4,950 shares; 2026Q2: 4,309 shares; 2026Q3: 4,831 shares 4,831 $1.2M 0.22% +522 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; 2024Q4: 15,389 shares; 2025Q1: 26,917 shares; 2025Q2: 30,531 shares; 2025Q3: 31,776 shares; 2025Q4: 33,407 shares; 2026Q1: 33,713 shares; 2026Q2: 33,779 shares; 2026Q3: 31,441 shares 31,441 $1.16M 0.22% -2,338 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: 861 shares; 2025Q1: 862 shares; 2025Q2: 952 shares; 2025Q3: 988 shares; 2025Q4: 1,259 shares; 2026Q1: 1,432 shares; 2026Q2: 1,401 shares; 2026Q3: 1,430 shares 1,430 $1.04M 0.19% +29 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: 6,229 shares 6,229 $1.01M 0.19% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,479 shares; 2025Q4: 1,218 shares; 2026Q1: 1,349 shares; 2026Q2: 1,481 shares; 2026Q3: 1,582 shares 1,582 $968K 0.18% +101 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,990 shares; 2025Q1: 1,740 shares; 2025Q2: 1,843 shares; 2025Q3: 1,720 shares; 2025Q4: 1,707 shares; 2026Q1: 1,830 shares; 2026Q2: 10,820 shares; 2026Q3: 10,521 shares 10,521 $948K 0.18% -299 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,101 shares; 2025Q4: 2,173 shares; 2026Q1: 2,241 shares; 2026Q2: 2,285 shares; 2026Q3: 2,761 shares 2,761 $907K 0.17% +476 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,977 shares; 2025Q1: 38,562 shares; 2025Q2: 44,212 shares; 2025Q3: 44,493 shares; 2025Q4: 45,275 shares; 2026Q1: 47,174 shares; 2026Q2: 41,355 shares; 2026Q3: 38,607 shares 38,607 $904K 0.17% -2,748 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; 2024Q4: 16,287 shares; 2025Q1: 16,182 shares; 2025Q2: 16,187 shares; 2025Q3: 16,187 shares; 2025Q4: 16,187 shares; 2026Q1: 16,187 shares; 2026Q2: 16,187 shares; 2026Q3: 16,187 shares 16,187 $890K 0.17% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 517 shares; 2025Q3: 485 shares; 2025Q4: 547 shares; 2026Q1: 582 shares; 2026Q2: 612 shares; 2026Q3: 707 shares 707 $818K 0.15% +95 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,072 shares; 2025Q1: 27,169 shares; 2025Q2: 26,749 shares; 2025Q3: 26,269 shares; 2025Q4: 26,093 shares; 2026Q1: 24,629 shares; 2026Q2: 24,629 shares; 2026Q3: 24,422 shares 24,422 $797K 0.15% -207 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: 7,825 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,180 shares; 2025Q4: 7,860 shares; 2026Q1: 7,449 shares; 2026Q2: 7,449 shares; 2026Q3: 7,449 shares 7,449 $722K 0.13% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,493 shares; 2025Q1: 18,787 shares; 2025Q2: 18,417 shares; 2025Q3: 19,445 shares; 2025Q4: 20,175 shares; 2026Q1: 11,956 shares; 2026Q2: 8,695 shares; 2026Q3: 8,772 shares 8,772 $678K 0.13% +77 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,432 shares; 2026Q1: 32,087 shares; 2026Q2: 32,146 shares; 2026Q3: 32,205 shares 32,205 $629K 0.12% +59 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,155 shares; 2025Q1: 24,568 shares; 2025Q2: 15,535 shares; 2025Q3: 7,575 shares; 2025Q4: 3,888 shares; 2026Q1: 3,168 shares; 2026Q2: 3,093 shares; 2026Q3: 2,870 shares 2,870 $597K 0.11% -223 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,912 shares; 2025Q1: 7,230 shares; 2025Q2: 7,238 shares; 2025Q3: 7,218 shares; 2025Q4: 6,984 shares; 2026Q1: 6,976 shares; 2026Q2: 6,976 shares; 2026Q3: 7,326 shares 7,326 $595K 0.11% +350 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: not reported; 2026Q2: 1,045 shares; 2026Q3: 1,069 shares 1,069 $575K 0.11% +24 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,102 shares; 2025Q1: 121,893 shares; 2025Q2: 135,242 shares; 2025Q3: 144,619 shares; 2025Q4: 154,144 shares; 2026Q1: 58,739 shares; 2026Q2: 15,912 shares; 2026Q3: 6,378 shares 6,378 $572K 0.11% -9,534 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,328 shares; 2026Q2: 27,342 shares; 2026Q3: 27,357 shares 27,357 $551K 0.1% +15 Timeline FTCS 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: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares; 2026Q3: 5,800 shares 5,800 $544K 0.1% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 17,000 shares; 2026Q3: 10,203 shares 10,203 $543K 0.1% -6,797 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: 1,857 shares; 2025Q1: 1,860 shares; 2025Q2: 1,916 shares; 2025Q3: 1,987 shares; 2025Q4: 2,047 shares; 2026Q1: 2,330 shares; 2026Q2: 2,430 shares; 2026Q3: 2,569 shares 2,569 $525K 0.1% +139 Timeline SPSM 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: 84,471 shares; 2025Q1: 48,511 shares; 2025Q2: 22,933 shares; 2025Q3: 13,105 shares; 2025Q4: 11,693 shares; 2026Q1: 10,513 shares; 2026Q2: 10,346 shares; 2026Q3: 9,881 shares 9,881 $522K 0.1% -465 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: 408 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 762 shares; 2026Q2: 729 shares; 2026Q3: 715 shares 715 $501K 0.09% -14 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,495 shares; 2025Q1: 4,733 shares; 2025Q2: 7,259 shares; 2025Q3: 7,404 shares; 2025Q4: 7,407 shares; 2026Q1: 7,079 shares; 2026Q2: 7,209 shares; 2026Q3: 6,970 shares 6,970 $492K 0.09% -239 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: not reported; 2025Q1: 1,258 shares; 2025Q2: 1,354 shares; 2025Q3: 1,427 shares; 2025Q4: 1,784 shares; 2026Q1: 1,690 shares; 2026Q2: 1,795 shares; 2026Q3: 1,855 shares 1,855 $491K 0.09% +60 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,046 shares; 2025Q1: 1,048 shares; 2025Q2: 1,062 shares; 2025Q3: 1,067 shares; 2025Q4: 1,029 shares; 2026Q1: 1,060 shares; 2026Q2: 1,058 shares; 2026Q3: 1,051 shares 1,051 $452K 0.08% -7 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; 2024Q4: 14,872 shares; 2025Q1: 14,872 shares; 2025Q2: 14,872 shares; 2025Q3: 14,872 shares; 2025Q4: 28,269 shares; 2026Q1: 28,470 shares; 2026Q2: 26,801 shares; 2026Q3: 22,883 shares 22,883 $447K 0.08% -3,918 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: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,045 shares; 2026Q1: 1,042 shares; 2026Q2: 1,176 shares; 2026Q3: 1,176 shares 1,176 $440K 0.08% 0 Timeline XVV 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: 7,212 shares; 2026Q1: 7,227 shares; 2026Q2: 7,189 shares; 2026Q3: 7,189 shares 7,189 $419K 0.08% 0 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,103 shares 11,103 $416K 0.08% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 896 shares; 2025Q1: 905 shares; 2025Q2: 922 shares; 2025Q3: 923 shares; 2025Q4: 920 shares; 2026Q1: 1,013 shares; 2026Q2: 1,016 shares; 2026Q3: 1,496 shares 1,496 $412K 0.08% +480 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,900 shares; 2025Q1: 13,130 shares; 2025Q2: 16,980 shares; 2025Q3: 16,980 shares; 2025Q4: 21,920 shares; 2026Q1: 21,920 shares; 2026Q2: 21,920 shares; 2026Q3: 16,980 shares 16,980 $395K 0.07% -4,940 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: 466 shares; 2025Q1: 467 shares; 2025Q2: 497 shares; 2025Q3: 516 shares; 2025Q4: 543 shares; 2026Q1: 549 shares; 2026Q2: 582 shares; 2026Q3: 690 shares 690 $381K 0.07% +108 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 935 shares; 2026Q3: 923 shares 923 $367K 0.07% -12 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: 1,012 shares; 2025Q1: 1,005 shares; 2025Q2: 1,064 shares; 2025Q3: 1,085 shares; 2025Q4: 1,067 shares; 2026Q1: 828 shares; 2026Q2: 876 shares; 2026Q3: 1,015 shares 1,015 $365K 0.07% +139 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; 2024Q4: not reported; 2025Q1: 19,317 shares; 2025Q2: 20,907 shares; 2025Q3: 20,907 shares; 2025Q4: 25,152 shares; 2026Q1: 21,636 shares; 2026Q2: 19,173 shares; 2026Q3: 15,729 shares 15,729 $359K 0.07% -3,444 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,259 shares; 2025Q1: 6,209 shares; 2025Q2: 6,422 shares; 2025Q3: 6,548 shares; 2025Q4: 7,139 shares; 2026Q1: 4,763 shares; 2026Q2: 5,281 shares; 2026Q3: 6,339 shares 6,339 $345K 0.06% +1,058 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: not reported; 2026Q1: not reported; 2026Q2: 2,266 shares; 2026Q3: 2,801 shares 2,801 $337K 0.06% +535 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: 1,124 shares; 2026Q3: 1,240 shares 1,240 $328K 0.06% +116 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,292 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares; 2026Q3: 2,292 shares 2,292 $326K 0.06% 0 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; 2024Q4: not reported; 2025Q1: 6,764 shares; 2025Q2: 6,940 shares; 2025Q3: 7,031 shares; 2025Q4: 7,339 shares; 2026Q1: 7,816 shares; 2026Q2: 7,816 shares; 2026Q3: 7,816 shares 7,816 $324K 0.06% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,338 shares; 2025Q1: 31,371 shares; 2025Q2: 26,811 shares; 2025Q3: 10,887 shares; 2025Q4: 11,001 shares; 2026Q1: 11,097 shares; 2026Q2: 10,816 shares; 2026Q3: 10,802 shares 10,802 $317K 0.06% -14 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,253 shares; 2025Q1: 1,254 shares; 2025Q2: 1,276 shares; 2025Q3: 1,294 shares; 2025Q4: 1,338 shares; 2026Q1: 1,336 shares; 2026Q2: 1,311 shares; 2026Q3: 1,317 shares 1,317 $304K 0.06% +6 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 646 shares; 2026Q3: 853 shares 853 $303K 0.06% +207 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,516 shares; 2025Q1: 12,942 shares; 2025Q2: 9,206 shares; 2025Q3: 9,203 shares; 2025Q4: 9,292 shares; 2026Q1: 8,127 shares; 2026Q2: 8,099 shares; 2026Q3: 8,099 shares 8,099 $295K 0.05% 0 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: 1,170 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,061 shares; 2026Q2: 1,061 shares; 2026Q3: 1,061 shares 1,061 $295K 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,741 shares; 2025Q1: 5,745 shares; 2025Q2: 5,803 shares; 2025Q3: 5,828 shares; 2025Q4: 5,854 shares; 2026Q1: 3,451 shares; 2026Q2: 3,202 shares; 2026Q3: 3,014 shares 3,014 $295K 0.05% -188 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,134 shares; 2026Q1: 15,480 shares; 2026Q2: 15,480 shares; 2026Q3: 13,270 shares 13,270 $293K 0.05% -2,210 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: 144,569 shares; 2025Q1: 39,671 shares; 2025Q2: 16,421 shares; 2025Q3: 6,031 shares; 2025Q4: 5,584 shares; 2026Q1: 5,582 shares; 2026Q2: 3,107 shares; 2026Q3: 3,061 shares 3,061 $289K 0.05% -46 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,281 shares; 2025Q1: 2,250 shares; 2025Q2: 2,287 shares; 2025Q3: 2,171 shares; 2025Q4: 2,015 shares; 2026Q1: 2,107 shares; 2026Q2: 2,112 shares; 2026Q3: 2,107 shares 2,107 $287K 0.05% -5 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares; 2026Q2: 1,090 shares; 2026Q3: 1,090 shares 1,090 $270K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares; 2026Q3: 521 shares 521 $267K 0.05% +71 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,002 shares; 2026Q2: not reported; 2026Q3: 2,236 shares 2,236 $258K 0.05% new 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: 531 shares; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 593 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 757 shares; 2026Q3: 883 shares 883 $251K 0.05% +126 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares; 2026Q2: 1,552 shares; 2026Q3: 1,659 shares 1,659 $241K 0.04% +107 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares; 2026Q3: 318 shares 318 $235K 0.04% +28 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,010 shares 4,010 $232K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,129 shares 2,129 $229K 0.04% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,598 shares; 2026Q2: 1,605 shares; 2026Q3: 1,606 shares 1,606 $228K 0.04% +1 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares; 2026Q2: 3,755 shares; 2026Q3: 3,155 shares 3,155 $226K 0.04% -600 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 801 shares; 2025Q1: 804 shares; 2025Q2: 1,163 shares; 2025Q3: 1,047 shares; 2025Q4: 1,080 shares; 2026Q1: not reported; 2026Q2: 561 shares; 2026Q3: 611 shares 611 $224K 0.04% +50 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 841 shares 841 $223K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,793 shares; 2026Q3: 1,668 shares 1,668 $216K 0.04% -125 Timeline CATH 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: 2,389 shares; 2026Q3: 2,312 shares 2,312 $210K 0.04% -77 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,420 shares 2,420 $208K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 846 shares; 2025Q4: 901 shares; 2026Q1: 899 shares; 2026Q2: 1,003 shares; 2026Q3: 925 shares 925 $203K 0.04% -78 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 482 shares 482 $203K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,529 shares 2,529 $202K 0.04% new Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22,000 shares; 2025Q2: 35,000 shares; 2025Q3: 42,300 shares; 2025Q4: 70,000 shares; 2026Q1: 108,000 shares; 2026Q2: 108,000 shares; 2026Q3: 95,000 shares 95,000 $64.2K 0.01% -13,000 Timeline ZENA ZENATECH INC More: the full row for ZENATECH 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: 10,000 shares 10,000 $13.1K <0.01% new Timeline