VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222,778 shares; 2024Q4: 1,315,696 shares; 2025Q1: 1,443,881 shares; 2025Q2: 1,449,416 shares; 2025Q3: 1,514,464 shares; 2025Q4: 1,581,258 shares; 2026Q1: 1,791,053 shares; 2026Q2: 1,839,020 shares 1,839,020 $401M 13.88% +47,967 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; 2024Q3: 469,740 shares; 2024Q4: 499,584 shares; 2025Q1: 537,277 shares; 2025Q2: 558,569 shares; 2025Q3: 570,283 shares; 2025Q4: 591,692 shares; 2026Q1: 706,880 shares; 2026Q2: 4,384,499 shares 4,384,499 $378M 13.08% +3,677,619 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,635,743 shares; 2024Q4: 2,765,413 shares; 2025Q1: 2,665,074 shares; 2025Q2: 2,604,706 shares; 2025Q3: 2,665,460 shares; 2025Q4: 2,754,129 shares; 2026Q1: 2,897,980 shares; 2026Q2: 2,890,655 shares 2,890,655 $276M 9.55% -7,325 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,894 shares; 2024Q4: 591,369 shares; 2025Q1: 590,658 shares; 2025Q2: 593,071 shares; 2025Q3: 582,748 shares; 2025Q4: 570,836 shares; 2026Q1: 561,959 shares; 2026Q2: 2,195,611 shares 2,195,611 $273M 9.44% +1,633,652 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856,548 shares; 2024Q4: 850,844 shares; 2025Q1: 869,533 shares; 2025Q2: 892,418 shares; 2025Q3: 891,065 shares; 2025Q4: 880,945 shares; 2026Q1: 869,615 shares; 2026Q2: 853,400 shares 853,400 $207M 7.16% -16,215 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,483 shares; 2024Q4: 509,135 shares; 2025Q1: 489,812 shares; 2025Q2: 548,128 shares; 2025Q3: 542,082 shares; 2025Q4: 538,486 shares; 2026Q1: 546,367 shares; 2026Q2: 534,614 shares 534,614 $68.3M 2.37% -11,753 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; 2024Q3: 89,337 shares; 2024Q4: 88,832 shares; 2025Q1: 88,103 shares; 2025Q2: 86,405 shares; 2025Q3: 85,968 shares; 2025Q4: 84,986 shares; 2026Q1: 83,684 shares; 2026Q2: 82,041 shares 82,041 $61.3M 2.12% -1,643 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,322 shares; 2024Q4: 366,063 shares; 2025Q1: 353,240 shares; 2025Q2: 350,620 shares; 2025Q3: 344,948 shares; 2025Q4: 337,278 shares; 2026Q1: 376,906 shares; 2026Q2: 375,558 shares 375,558 $59.3M 2.05% -1,348 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,324 shares; 2024Q4: 925,897 shares; 2025Q1: 659,055 shares; 2025Q2: 648,780 shares; 2025Q3: 633,153 shares; 2025Q4: 677,221 shares; 2026Q1: 709,906 shares; 2026Q2: 688,085 shares 688,085 $45.8M 1.59% -21,821 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,627 shares; 2024Q4: 96,476 shares; 2025Q1: 93,624 shares; 2025Q2: 93,198 shares; 2025Q3: 91,968 shares; 2025Q4: 116,557 shares; 2026Q1: 103,182 shares; 2026Q2: 102,047 shares 102,047 $37.3M 1.29% -1,135 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,402 shares; 2024Q4: 232,917 shares; 2025Q1: 221,928 shares; 2025Q2: 219,355 shares; 2025Q3: 218,385 shares; 2025Q4: 206,914 shares; 2026Q1: 166,686 shares; 2026Q2: 162,783 shares 162,783 $36M 1.25% -3,903 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161,041 shares; 2024Q4: 1,174,659 shares; 2025Q1: 972,983 shares; 2025Q2: 859,205 shares; 2025Q3: 735,091 shares; 2025Q4: 724,138 shares; 2026Q1: 707,563 shares; 2026Q2: 697,759 shares 697,759 $35.3M 1.22% -9,804 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,343 shares; 2024Q4: 172,974 shares; 2025Q1: 168,213 shares; 2025Q2: 167,804 shares; 2025Q3: 166,158 shares; 2025Q4: 162,374 shares; 2026Q1: 157,252 shares; 2026Q2: 144,689 shares 144,689 $35.2M 1.22% -12,563 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,680 shares; 2024Q4: 91,536 shares; 2025Q1: 92,084 shares; 2025Q2: 92,577 shares; 2025Q3: 87,925 shares; 2025Q4: 82,402 shares; 2026Q1: 80,093 shares; 2026Q2: 78,861 shares 78,861 $33.6M 1.16% -1,232 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; 2024Q3: 37,070 shares; 2024Q4: 36,075 shares; 2025Q1: 41,271 shares; 2025Q2: 37,334 shares; 2025Q3: 41,787 shares; 2025Q4: 40,437 shares; 2026Q1: 38,914 shares; 2026Q2: 48,571 shares 48,571 $33.4M 1.16% +9,657 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,703 shares; 2024Q4: 200,559 shares; 2025Q1: 112,859 shares; 2025Q2: 112,665 shares; 2025Q3: 115,765 shares; 2025Q4: 112,446 shares; 2026Q1: 110,142 shares; 2026Q2: 108,448 shares 108,448 $31.4M 1.09% -1,694 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,297 shares; 2024Q4: 199,270 shares; 2025Q1: 200,284 shares; 2025Q2: 200,195 shares; 2025Q3: 199,078 shares; 2025Q4: 199,089 shares; 2026Q1: 199,442 shares; 2026Q2: 199,242 shares 199,242 $31.3M 1.08% -200 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; 2024Q3: not reported; 2024Q4: 248,467 shares; 2025Q1: 470,348 shares; 2025Q2: 533,201 shares; 2025Q3: 487,339 shares; 2025Q4: 542,489 shares; 2026Q1: 539,424 shares; 2026Q2: 536,366 shares 536,366 $27.1M 0.94% -3,058 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,518 shares; 2025Q3: 166,664 shares; 2025Q4: 164,420 shares; 2026Q1: 160,858 shares; 2026Q2: 142,383 shares 142,383 $26.8M 0.93% -18,475 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,114 shares; 2024Q4: 78,475 shares; 2025Q1: 70,383 shares; 2025Q2: 68,351 shares; 2025Q3: 67,930 shares; 2025Q4: 65,597 shares; 2026Q1: 60,860 shares; 2026Q2: 59,303 shares 59,303 $23.4M 0.81% -1,557 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204,858 shares; 2024Q4: 1,204,858 shares; 2025Q1: 1,204,858 shares; 2025Q2: 1,204,858 shares; 2025Q3: 1,204,948 shares; 2025Q4: 1,151,545 shares; 2026Q1: 1,151,629 shares; 2026Q2: 1,140,201 shares 1,140,201 $23.2M 0.8% -11,428 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,586 shares; 2024Q4: 35,256 shares; 2025Q1: 34,577 shares; 2025Q2: 34,036 shares; 2025Q3: 36,892 shares; 2025Q4: 36,720 shares; 2026Q1: 33,271 shares; 2026Q2: 30,770 shares 30,770 $23M 0.8% -2,501 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,462 shares; 2024Q4: 355,064 shares; 2025Q1: 282,166 shares; 2025Q2: 223,576 shares; 2025Q3: 224,664 shares; 2025Q4: 217,705 shares; 2026Q1: 214,253 shares; 2026Q2: 212,725 shares 212,725 $22.9M 0.79% -1,528 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263,908 shares; 2025Q3: 242,418 shares; 2025Q4: 239,937 shares; 2026Q1: 234,683 shares; 2026Q2: 206,863 shares 206,863 $22.8M 0.79% -27,820 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,142 shares; 2024Q4: 72,495 shares; 2025Q1: 69,959 shares; 2025Q2: 69,951 shares; 2025Q3: 70,023 shares; 2025Q4: 70,013 shares; 2026Q1: 70,095 shares; 2026Q2: 71,770 shares 71,770 $22.6M 0.78% +1,675 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,918 shares; 2024Q4: 92,534 shares; 2025Q1: 51,127 shares; 2025Q2: 50,866 shares; 2025Q3: 52,887 shares; 2025Q4: 52,909 shares; 2026Q1: 54,125 shares; 2026Q2: 59,763 shares 59,763 $22.3M 0.77% +5,638 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,526 shares; 2024Q4: 159,416 shares; 2025Q1: 149,904 shares; 2025Q2: 218,735 shares; 2025Q3: 207,376 shares; 2025Q4: 204,555 shares; 2026Q1: 215,270 shares; 2026Q2: 209,590 shares 209,590 $22.3M 0.77% -5,680 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,871 shares; 2024Q4: 87,707 shares; 2025Q1: 62,261 shares; 2025Q2: 61,761 shares; 2025Q3: 61,996 shares; 2025Q4: 59,076 shares; 2026Q1: 58,968 shares; 2026Q2: 59,040 shares 59,040 $20.9M 0.72% +72 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,143 shares; 2024Q4: 35,333 shares; 2025Q1: 35,034 shares; 2025Q2: 30,898 shares; 2025Q3: 33,618 shares; 2025Q4: 32,643 shares; 2026Q1: 31,646 shares; 2026Q2: 29,380 shares 29,380 $20.7M 0.72% -2,266 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,494 shares; 2024Q4: 205,316 shares; 2025Q1: 201,420 shares; 2025Q2: 200,274 shares; 2025Q3: 190,822 shares; 2025Q4: 186,814 shares; 2026Q1: 180,557 shares; 2026Q2: 167,023 shares 167,023 $18M 0.62% -13,534 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; 2024Q3: 45,692 shares; 2024Q4: 91,236 shares; 2025Q1: 37,310 shares; 2025Q2: 32,947 shares; 2025Q3: 32,236 shares; 2025Q4: 33,462 shares; 2026Q1: 33,988 shares; 2026Q2: 34,448 shares 34,448 $17.2M 0.6% +460 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; 2024Q3: 29,352 shares; 2024Q4: 29,482 shares; 2025Q1: 37,342 shares; 2025Q2: 37,996 shares; 2025Q3: 38,807 shares; 2025Q4: 39,336 shares; 2026Q1: 39,370 shares; 2026Q2: 41,934 shares 41,934 $15.5M 0.54% +2,564 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; 2024Q3: 134,884 shares; 2024Q4: 136,145 shares; 2025Q1: 113,133 shares; 2025Q2: 113,092 shares; 2025Q3: 113,004 shares; 2025Q4: 113,258 shares; 2026Q1: 113,495 shares; 2026Q2: 118,540 shares 118,540 $13.9M 0.48% +5,045 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,918 shares; 2024Q4: 199,327 shares; 2025Q1: 197,518 shares; 2025Q2: 193,277 shares; 2025Q3: 178,980 shares; 2025Q4: 170,091 shares; 2026Q1: 169,718 shares; 2026Q2: 169,439 shares 169,439 $13.1M 0.45% -279 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; 2024Q3: 150,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 450,000 shares; 2026Q1: 450,000 shares; 2026Q2: 450,000 shares 450,000 $13M 0.45% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,868 shares; 2024Q4: 172,700 shares; 2025Q1: 43,746 shares; 2025Q2: 43,896 shares; 2025Q3: 41,808 shares; 2025Q4: 59,254 shares; 2026Q1: 63,650 shares; 2026Q2: 63,504 shares 63,504 $12.7M 0.44% -146 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; 2024Q3: 18,060 shares; 2024Q4: 36,222 shares; 2025Q1: 34,688 shares; 2025Q2: 34,099 shares; 2025Q3: 34,399 shares; 2025Q4: 36,241 shares; 2026Q1: 36,212 shares; 2026Q2: 36,313 shares 36,313 $12.4M 0.43% +101 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,705 shares; 2024Q4: 74,413 shares; 2025Q1: 34,548 shares; 2025Q2: 34,274 shares; 2025Q3: 35,433 shares; 2025Q4: 33,142 shares; 2026Q1: 34,008 shares; 2026Q2: 33,859 shares 33,859 $12.1M 0.42% -149 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; 2024Q3: 92,803 shares; 2024Q4: 93,337 shares; 2025Q1: 42,390 shares; 2025Q2: 42,194 shares; 2025Q3: 43,408 shares; 2025Q4: 42,210 shares; 2026Q1: 43,233 shares; 2026Q2: 43,149 shares 43,149 $10.3M 0.36% -84 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; 2024Q3: 140,215 shares; 2024Q4: 143,746 shares; 2025Q1: 141,132 shares; 2025Q2: 138,451 shares; 2025Q3: 141,957 shares; 2025Q4: 142,481 shares; 2026Q1: 142,830 shares; 2026Q2: 144,084 shares 144,084 $10.3M 0.36% +1,254 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; 2024Q3: 14,039 shares; 2024Q4: 14,113 shares; 2025Q1: 7,779 shares; 2025Q2: 7,735 shares; 2025Q3: 7,849 shares; 2025Q4: 7,950 shares; 2026Q1: 8,136 shares; 2026Q2: 8,243 shares 8,243 $9.89M 0.34% +107 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,856 shares; 2024Q4: 107,219 shares; 2025Q1: 101,394 shares; 2025Q2: 102,234 shares; 2025Q3: 102,921 shares; 2025Q4: 102,892 shares; 2026Q1: 102,602 shares; 2026Q2: 102,206 shares 102,206 $9.87M 0.34% -396 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,221 shares; 2024Q4: 42,476 shares; 2025Q1: 46,196 shares; 2025Q2: 46,990 shares; 2025Q3: 52,808 shares; 2025Q4: 55,508 shares; 2026Q1: 61,220 shares; 2026Q2: 61,780 shares 61,780 $9.7M 0.34% +560 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; 2024Q3: 26,964 shares; 2024Q4: 27,030 shares; 2025Q1: 15,929 shares; 2025Q2: 15,915 shares; 2025Q3: 16,531 shares; 2025Q4: 15,601 shares; 2026Q1: 16,090 shares; 2026Q2: 16,148 shares 16,148 $9.1M 0.31% +58 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,751 shares; 2024Q4: 499,037 shares; 2025Q1: 391,493 shares; 2025Q2: 382,996 shares; 2025Q3: 359,807 shares; 2025Q4: 358,847 shares; 2026Q1: 340,636 shares; 2026Q2: 328,005 shares 328,005 $9.06M 0.31% -12,631 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,070 shares; 2024Q4: 228,070 shares; 2025Q1: 212,820 shares; 2025Q2: 216,121 shares; 2025Q3: 210,242 shares; 2025Q4: 210,242 shares; 2026Q1: 122,053 shares; 2026Q2: 122,062 shares 122,062 $8.19M 0.28% +9 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,672 shares; 2024Q4: 37,602 shares; 2025Q1: 28,155 shares; 2025Q2: 27,939 shares; 2025Q3: 28,571 shares; 2025Q4: 29,073 shares; 2026Q1: 29,614 shares; 2026Q2: 29,274 shares 29,274 $7.37M 0.26% -340 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,578 shares; 2025Q1: 5,491 shares; 2025Q2: 5,649 shares; 2025Q3: 5,853 shares; 2025Q4: 4,904 shares; 2026Q1: 7,620 shares; 2026Q2: 61,225 shares 61,225 $7.32M 0.25% +53,605 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; 2024Q3: 46,109 shares; 2024Q4: 47,832 shares; 2025Q1: 23,488 shares; 2025Q2: 22,796 shares; 2025Q3: 23,129 shares; 2025Q4: 20,661 shares; 2026Q1: 21,420 shares; 2026Q2: 21,060 shares 21,060 $6.89M 0.24% -360 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,560 shares; 2024Q4: 39,800 shares; 2025Q1: 28,896 shares; 2025Q2: 27,520 shares; 2025Q3: 25,700 shares; 2025Q4: 25,844 shares; 2026Q1: 25,742 shares; 2026Q2: 26,341 shares 26,341 $6.69M 0.23% +599 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,694 shares; 2024Q4: 21,694 shares; 2025Q1: 21,694 shares; 2025Q2: 21,694 shares; 2025Q3: 21,501 shares; 2025Q4: 22,161 shares; 2026Q1: 22,161 shares; 2026Q2: 22,078 shares 22,078 $6.42M 0.22% -83 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,558 shares; 2024Q4: 146,558 shares; 2025Q1: 146,558 shares; 2025Q2: 129,058 shares; 2025Q3: 129,066 shares; 2025Q4: 127,474 shares; 2026Q1: 124,403 shares; 2026Q2: 123,942 shares 123,942 $6.08M 0.21% -461 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,837 shares; 2024Q4: 79,683 shares; 2025Q1: 51,608 shares; 2025Q2: 51,174 shares; 2025Q3: 52,621 shares; 2025Q4: 51,007 shares; 2026Q1: 50,841 shares; 2026Q2: 51,134 shares 51,134 $5.79M 0.2% +293 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; 2024Q3: 83,832 shares; 2024Q4: 85,072 shares; 2025Q1: 92,202 shares; 2025Q2: 92,069 shares; 2025Q3: 95,171 shares; 2025Q4: 92,432 shares; 2026Q1: 92,432 shares; 2026Q2: 95,385 shares 95,385 $5.69M 0.2% +2,953 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,017 shares; 2024Q4: 16,852 shares; 2025Q1: 16,381 shares; 2025Q2: 16,307 shares; 2025Q3: 16,137 shares; 2025Q4: 14,194 shares; 2026Q1: 13,839 shares; 2026Q2: 13,466 shares 13,466 $5.51M 0.19% -373 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; 2024Q3: 20,748 shares; 2024Q4: 20,972 shares; 2025Q1: 20,024 shares; 2025Q2: 17,969 shares; 2025Q3: 20,169 shares; 2025Q4: 20,187 shares; 2026Q1: 16,734 shares; 2026Q2: 17,844 shares 17,844 $5.41M 0.19% +1,110 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,026 shares; 2024Q4: 101,538 shares; 2025Q1: 48,966 shares; 2025Q2: 53,954 shares; 2025Q3: 54,058 shares; 2025Q4: 49,178 shares; 2026Q1: 45,417 shares; 2026Q2: 45,431 shares 45,431 $5.35M 0.19% +14 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,741 shares; 2024Q4: 191,247 shares; 2025Q1: 127,359 shares; 2025Q2: 123,099 shares; 2025Q3: 116,719 shares; 2025Q4: 115,063 shares; 2026Q1: 105,719 shares; 2026Q2: 103,511 shares 103,511 $5.15M 0.18% -2,208 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,013 shares; 2024Q4: 43,014 shares; 2025Q1: 41,993 shares; 2025Q2: 34,610 shares; 2025Q3: 32,505 shares; 2025Q4: 31,531 shares; 2026Q1: 30,676 shares; 2026Q2: 28,407 shares 28,407 $4.96M 0.17% -2,269 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares; 2025Q3: 71,000 shares; 2025Q4: 71,000 shares; 2026Q1: 71,000 shares; 2026Q2: 71,000 shares 71,000 $4.79M 0.17% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,610 shares; 2024Q4: 33,013 shares; 2025Q1: 25,630 shares; 2025Q2: 25,603 shares; 2025Q3: 25,738 shares; 2025Q4: 25,523 shares; 2026Q1: 25,674 shares; 2026Q2: 25,802 shares 25,802 $4.77M 0.17% +128 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,343 shares; 2024Q4: 17,010 shares; 2025Q1: 13,041 shares; 2025Q2: 12,989 shares; 2025Q3: 12,860 shares; 2025Q4: 12,909 shares; 2026Q1: 13,051 shares; 2026Q2: 12,994 shares 12,994 $4.71M 0.16% -57 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,659 shares; 2024Q4: 84,783 shares; 2025Q1: 72,698 shares; 2025Q2: 63,010 shares; 2025Q3: 49,830 shares; 2025Q4: 45,719 shares; 2026Q1: 47,258 shares; 2026Q2: 46,581 shares 46,581 $4.63M 0.16% -677 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,402 shares; 2024Q4: 33,817 shares; 2025Q1: 34,563 shares; 2025Q2: 34,413 shares; 2025Q3: 44,443 shares; 2025Q4: 35,202 shares; 2026Q1: 34,201 shares; 2026Q2: 30,942 shares 30,942 $4.59M 0.16% -3,259 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,238 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 25,005 shares; 2026Q2: 22,384 shares 22,384 $4.15M 0.14% -2,621 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,829 shares; 2024Q4: 9,794 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,567 shares; 2026Q1: 3,577 shares; 2026Q2: 3,769 shares 3,769 $4.01M 0.14% +192 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,623 shares; 2024Q4: 48,224 shares; 2025Q1: 7,991 shares; 2025Q2: 7,967 shares; 2025Q3: 10,176 shares; 2025Q4: 9,592 shares; 2026Q1: 10,206 shares; 2026Q2: 10,053 shares 10,053 $3.8M 0.13% -153 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,679 shares; 2024Q4: 81,143 shares; 2025Q1: 43,078 shares; 2025Q2: 43,955 shares; 2025Q3: 43,606 shares; 2025Q4: 47,338 shares; 2026Q1: 46,535 shares; 2026Q2: 46,015 shares 46,015 $3.79M 0.13% -520 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; 2024Q3: 42,337 shares; 2024Q4: 42,517 shares; 2025Q1: 26,786 shares; 2025Q2: 26,031 shares; 2025Q3: 25,046 shares; 2025Q4: 25,364 shares; 2026Q1: 24,553 shares; 2026Q2: 25,030 shares 25,030 $3.67M 0.13% +477 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,144 shares; 2024Q4: 21,414 shares; 2025Q1: 16,848 shares; 2025Q2: 16,621 shares; 2025Q3: 16,683 shares; 2025Q4: 16,571 shares; 2026Q1: 16,731 shares; 2026Q2: 16,731 shares 16,731 $3.65M 0.13% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,415 shares; 2024Q4: 11,625 shares; 2025Q1: 16,214 shares; 2025Q2: 17,595 shares; 2025Q3: 17,595 shares; 2025Q4: 17,595 shares; 2026Q1: 75,078 shares; 2026Q2: 66,390 shares 66,390 $3.56M 0.12% -8,688 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,694 shares; 2026Q2: 23,694 shares 23,694 $3.56M 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,865 shares; 2024Q4: 44,462 shares; 2025Q1: 39,019 shares; 2025Q2: 36,318 shares; 2025Q3: 36,226 shares; 2025Q4: 36,263 shares; 2026Q1: 34,893 shares; 2026Q2: 36,494 shares 36,494 $3.52M 0.12% +1,601 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,414 shares; 2024Q4: 77,894 shares; 2025Q1: 77,341 shares; 2025Q2: 77,341 shares; 2025Q3: 77,341 shares; 2025Q4: 72,399 shares; 2026Q1: 72,399 shares; 2026Q2: 72,399 shares 72,399 $3.33M 0.12% 0 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; 2024Q3: 3,607 shares; 2024Q4: 3,724 shares; 2025Q1: 3,897 shares; 2025Q2: 3,929 shares; 2025Q3: 4,092 shares; 2025Q4: 3,677 shares; 2026Q1: 3,841 shares; 2026Q2: 4,410 shares 4,410 $3.25M 0.11% +569 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,166 shares; 2024Q4: 19,352 shares; 2025Q1: 9,216 shares; 2025Q2: 9,067 shares; 2025Q3: 9,325 shares; 2025Q4: 9,256 shares; 2026Q1: 9,412 shares; 2026Q2: 9,396 shares 9,396 $3.22M 0.11% -16 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; 2024Q3: 60,720 shares; 2024Q4: 60,423 shares; 2025Q1: 37,900 shares; 2025Q2: 36,568 shares; 2025Q3: 36,568 shares; 2025Q4: 36,566 shares; 2026Q1: 38,215 shares; 2026Q2: 38,294 shares 38,294 $3.13M 0.11% +79 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; 2024Q3: 28,264 shares; 2024Q4: 28,546 shares; 2025Q1: 27,966 shares; 2025Q2: 26,836 shares; 2025Q3: 27,491 shares; 2025Q4: 27,520 shares; 2026Q1: 31,347 shares; 2026Q2: 34,981 shares 34,981 $2.99M 0.1% +3,634 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,211 shares; 2024Q4: 28,082 shares; 2025Q1: 27,734 shares; 2025Q2: 29,479 shares; 2025Q3: 29,479 shares; 2025Q4: 58,958 shares; 2026Q1: 58,908 shares; 2026Q2: 54,697 shares 54,697 $2.9M 0.1% -4,211 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,427 shares; 2024Q4: 21,551 shares; 2025Q1: 13,704 shares; 2025Q2: 14,812 shares; 2025Q3: 14,812 shares; 2025Q4: 15,168 shares; 2026Q1: 15,259 shares; 2026Q2: 15,291 shares 15,291 $2.9M 0.1% +32 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,131 shares; 2025Q4: 35,091 shares; 2026Q1: 34,341 shares; 2026Q2: 34,341 shares 34,341 $2.59M 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,380 shares; 2024Q4: 16,363 shares; 2025Q1: 5,182 shares; 2025Q2: 5,500 shares; 2025Q3: 7,356 shares; 2025Q4: 6,464 shares; 2026Q1: 6,816 shares; 2026Q2: 6,155 shares 6,155 $2.59M 0.09% -661 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,484 shares; 2024Q4: 12,496 shares; 2025Q1: 9,616 shares; 2025Q2: 9,616 shares; 2025Q3: 9,616 shares; 2025Q4: 9,616 shares; 2026Q1: 9,655 shares; 2026Q2: 9,650 shares 9,650 $2.59M 0.09% -5 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,928 shares; 2024Q4: 21,863 shares; 2025Q1: 18,148 shares; 2025Q2: 15,884 shares; 2025Q3: 15,902 shares; 2025Q4: 15,295 shares; 2026Q1: 15,303 shares; 2026Q2: 15,506 shares 15,506 $2.57M 0.09% +203 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,561 shares; 2024Q4: 135,201 shares; 2025Q1: 130,351 shares; 2025Q2: 130,351 shares; 2025Q3: 130,351 shares; 2025Q4: 130,390 shares; 2026Q1: 128,706 shares; 2026Q2: 111,906 shares 111,906 $2.49M 0.09% -16,800 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; 2024Q3: 8,088 shares; 2024Q4: 7,609 shares; 2025Q1: 8,214 shares; 2025Q2: 8,201 shares; 2025Q3: 4,201 shares; 2025Q4: 3,029 shares; 2026Q1: 3,201 shares; 2026Q2: 3,392 shares 3,392 $2.45M 0.08% +191 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: 1,238 shares; 2026Q2: 1,057 shares 1,057 $2.4M 0.08% -181 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; 2024Q3: 19,810 shares; 2024Q4: 9,798 shares; 2025Q1: 3,612 shares; 2025Q2: 3,615 shares; 2025Q3: 4,325 shares; 2025Q4: 3,781 shares; 2026Q1: 4,602 shares; 2026Q2: 4,981 shares 4,981 $2.38M 0.08% +379 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,098 shares; 2024Q4: 33,453 shares; 2025Q1: 16,977 shares; 2025Q2: 13,932 shares; 2025Q3: 13,432 shares; 2025Q4: 13,506 shares; 2026Q1: 14,306 shares; 2026Q2: 16,953 shares 16,953 $2.37M 0.08% +2,647 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,336 shares; 2025Q4: 1,374 shares; 2026Q1: 1,395 shares; 2026Q2: 1,160 shares 1,160 $2.31M 0.08% -235 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,306 shares; 2024Q4: 120,612 shares; 2025Q1: 60,306 shares; 2025Q2: 60,306 shares; 2025Q3: 60,306 shares; 2025Q4: 60,306 shares; 2026Q1: 60,306 shares; 2026Q2: 60,306 shares 60,306 $2.29M 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,349 shares; 2024Q4: 11,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 3,372 shares; 2026Q1: 3,970 shares; 2026Q2: 3,829 shares 3,829 $2.22M 0.08% -141 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,308 shares; 2024Q4: 17,308 shares; 2025Q1: 17,308 shares; 2025Q2: 17,308 shares; 2025Q3: 17,308 shares; 2025Q4: 17,308 shares; 2026Q1: 21,097 shares; 2026Q2: 21,097 shares 21,097 $2.22M 0.08% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,890 shares; 2024Q4: 35,264 shares; 2025Q1: 46,249 shares; 2025Q2: 42,030 shares; 2025Q3: 30,810 shares; 2025Q4: 23,129 shares; 2026Q1: 22,050 shares; 2026Q2: 22,343 shares 22,343 $2.21M 0.08% +293 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,007 shares; 2024Q4: 16,067 shares; 2025Q1: 15,319 shares; 2025Q2: 15,319 shares; 2025Q3: 15,319 shares; 2025Q4: 15,319 shares; 2026Q1: 15,331 shares; 2026Q2: 15,273 shares 15,273 $2.19M 0.08% -58 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,241 shares; 2024Q4: 11,028 shares; 2025Q1: 13,341 shares; 2025Q2: 13,326 shares; 2025Q3: 23,576 shares; 2025Q4: 22,238 shares; 2026Q1: 22,238 shares; 2026Q2: 20,482 shares 20,482 $2.13M 0.07% -1,756 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,083 shares; 2024Q4: 4,886 shares; 2025Q1: 4,196 shares; 2025Q2: 4,181 shares; 2025Q3: 4,300 shares; 2025Q4: 4,184 shares; 2026Q1: 4,221 shares; 2026Q2: 4,208 shares 4,208 $2.09M 0.07% -13 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,016 shares; 2024Q4: 12,482 shares; 2025Q1: 7,354 shares; 2025Q2: 7,056 shares; 2025Q3: 7,596 shares; 2025Q4: 7,328 shares; 2026Q1: 7,289 shares; 2026Q2: 7,591 shares 7,591 $2.05M 0.07% +302 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,467 shares; 2026Q1: 3,911 shares; 2026Q2: 3,183 shares 3,183 $2.03M 0.07% -728 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,917 shares; 2024Q4: 12,594 shares; 2025Q1: 12,453 shares; 2025Q2: 9,503 shares; 2025Q3: 9,503 shares; 2025Q4: 9,903 shares; 2026Q1: 9,903 shares; 2026Q2: 9,903 shares 9,903 $1.95M 0.07% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,401 shares; 2024Q4: 5,404 shares; 2025Q1: 5,452 shares; 2025Q2: 5,266 shares; 2025Q3: 5,360 shares; 2025Q4: 5,610 shares; 2026Q1: 5,632 shares; 2026Q2: 5,632 shares 5,632 $1.94M 0.07% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,763 shares; 2024Q4: 98,700 shares; 2025Q1: 91,655 shares; 2025Q2: 91,525 shares; 2025Q3: 91,525 shares; 2025Q4: 91,525 shares; 2026Q1: 91,847 shares; 2026Q2: 96,058 shares 96,058 $1.93M 0.07% +4,211 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,898 shares; 2024Q4: 5,879 shares; 2025Q1: 5,781 shares; 2025Q2: 6,189 shares; 2025Q3: 6,975 shares; 2025Q4: 7,182 shares; 2026Q1: 6,465 shares; 2026Q2: 6,359 shares 6,359 $1.91M 0.07% -106 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,511 shares; 2024Q4: 7,773 shares; 2025Q1: 3,178 shares; 2025Q2: 3,130 shares; 2025Q3: 3,429 shares; 2025Q4: 3,178 shares; 2026Q1: 3,304 shares; 2026Q2: 3,685 shares 3,685 $1.89M 0.07% +381 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; 2024Q3: 12,727 shares; 2024Q4: 12,821 shares; 2025Q1: 8,470 shares; 2025Q2: 8,391 shares; 2025Q3: 8,266 shares; 2025Q4: 8,132 shares; 2026Q1: 8,326 shares; 2026Q2: 8,317 shares 8,317 $1.85M 0.06% -9 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,843 shares; 2025Q1: 3,618 shares; 2025Q2: 3,595 shares; 2025Q3: 3,646 shares; 2025Q4: 18,280 shares; 2026Q1: 18,310 shares; 2026Q2: 18,270 shares 18,270 $1.81M 0.06% -40 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 7,345 shares; 2025Q1: 6,992 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,614 shares; 2026Q2: 7,482 shares 7,482 $1.81M 0.06% +868 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; 2024Q3: 31,257 shares; 2024Q4: 30,537 shares; 2025Q1: 15,611 shares; 2025Q2: 14,872 shares; 2025Q3: 14,707 shares; 2025Q4: 13,694 shares; 2026Q1: 13,403 shares; 2026Q2: 13,391 shares 13,391 $1.72M 0.06% -12 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 4,205 shares; 2025Q1: 4,207 shares; 2025Q2: 4,208 shares; 2025Q3: 4,510 shares; 2025Q4: 4,511 shares; 2026Q1: 4,513 shares; 2026Q2: 4,608 shares 4,608 $1.66M 0.06% +95 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,202 shares; 2024Q4: 23,678 shares; 2025Q1: 17,728 shares; 2025Q2: 17,280 shares; 2025Q3: 19,656 shares; 2025Q4: 19,588 shares; 2026Q1: 20,026 shares; 2026Q2: 20,027 shares 20,027 $1.66M 0.06% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,842 shares; 2025Q4: 10,842 shares; 2026Q1: 10,842 shares; 2026Q2: 10,842 shares 10,842 $1.65M 0.06% 0 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; 2024Q3: 11,120 shares; 2024Q4: 9,641 shares; 2025Q1: 2,763 shares; 2025Q2: 2,613 shares; 2025Q3: 2,746 shares; 2025Q4: 2,781 shares; 2026Q1: 2,839 shares; 2026Q2: 4,605 shares 4,605 $1.62M 0.06% +1,766 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,306 shares; 2024Q4: 8,306 shares; 2025Q1: 8,018 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $1.55M 0.05% 0 Timeline BRK-A 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; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.05% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,766 shares; 2025Q1: 2,806 shares; 2025Q2: 3,149 shares; 2025Q3: 4,049 shares; 2025Q4: 4,050 shares; 2026Q1: 4,289 shares; 2026Q2: 4,040 shares 4,040 $1.49M 0.05% -249 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; 2024Q3: 8,153 shares; 2024Q4: 8,439 shares; 2025Q1: 6,236 shares; 2025Q2: 5,777 shares; 2025Q3: 5,036 shares; 2025Q4: 5,034 shares; 2026Q1: 5,003 shares; 2026Q2: 5,160 shares 5,160 $1.45M 0.05% +157 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,230 shares; 2024Q4: 17,813 shares; 2025Q1: 10,661 shares; 2025Q2: 10,487 shares; 2025Q3: 10,924 shares; 2025Q4: 10,155 shares; 2026Q1: 10,588 shares; 2026Q2: 10,577 shares 10,577 $1.43M 0.05% -11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,297 shares 6,297 $1.41M 0.05% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,331 shares 6,331 $1.4M 0.05% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,745 shares; 2026Q1: 10,745 shares; 2026Q2: 8,592 shares 8,592 $1.39M 0.05% -2,153 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,503 shares; 2024Q4: 12,145 shares; 2025Q1: 12,145 shares; 2025Q2: 12,145 shares; 2025Q3: 12,145 shares; 2025Q4: 12,145 shares; 2026Q1: 11,696 shares; 2026Q2: 11,696 shares 11,696 $1.39M 0.05% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,722 shares; 2024Q4: 39,026 shares; 2025Q1: 36,364 shares; 2025Q2: 36,324 shares; 2025Q3: 36,264 shares; 2025Q4: 36,298 shares; 2026Q1: 36,640 shares; 2026Q2: 29,140 shares 29,140 $1.35M 0.05% -7,500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,494 shares; 2024Q4: 24,047 shares; 2025Q1: 14,264 shares; 2025Q2: 13,934 shares; 2025Q3: 15,473 shares; 2025Q4: 14,412 shares; 2026Q1: 14,816 shares; 2026Q2: 14,817 shares 14,817 $1.3M 0.05% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,443 shares; 2025Q1: 2,003 shares; 2025Q2: 1,949 shares; 2025Q3: 1,868 shares; 2025Q4: 1,964 shares; 2026Q1: 2,033 shares; 2026Q2: 2,025 shares 2,025 $1.28M 0.04% -8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,534 shares; 2024Q4: 13,588 shares; 2025Q1: 6,745 shares; 2025Q2: 6,643 shares; 2025Q3: 7,510 shares; 2025Q4: 6,889 shares; 2026Q1: 6,494 shares; 2026Q2: 6,970 shares 6,970 $1.26M 0.04% +476 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; 2024Q3: 2,974 shares; 2024Q4: 3,151 shares; 2025Q1: 2,156 shares; 2025Q2: 2,113 shares; 2025Q3: 3,533 shares; 2025Q4: 3,597 shares; 2026Q1: 3,510 shares; 2026Q2: 15,481 shares 15,481 $1.25M 0.04% +11,971 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,033 shares; 2024Q4: 3,676 shares; 2025Q1: 1,464 shares; 2025Q2: 1,429 shares; 2025Q3: 1,373 shares; 2025Q4: 1,302 shares; 2026Q1: 1,349 shares; 2026Q2: 1,328 shares 1,328 $1.24M 0.04% -21 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,043 shares; 2024Q4: 7,055 shares; 2025Q1: 3,001 shares; 2025Q2: 2,934 shares; 2025Q3: 2,879 shares; 2025Q4: 2,893 shares; 2026Q1: 3,285 shares; 2026Q2: 3,319 shares 3,319 $1.24M 0.04% +34 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,667 shares; 2024Q4: 27,997 shares; 2025Q1: 11,544 shares; 2025Q2: 11,577 shares; 2025Q3: 11,494 shares; 2025Q4: 9,019 shares; 2026Q1: 8,316 shares; 2026Q2: 8,194 shares 8,194 $1.2M 0.04% -122 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,072 shares; 2024Q4: 37,323 shares; 2025Q1: 29,437 shares; 2025Q2: 22,700 shares; 2025Q3: 22,530 shares; 2025Q4: 22,530 shares; 2026Q1: 21,601 shares; 2026Q2: 22,581 shares 22,581 $1.2M 0.04% +980 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,770 shares; 2024Q4: 15,770 shares; 2025Q1: 15,770 shares; 2025Q2: 15,770 shares; 2025Q3: 15,770 shares; 2025Q4: 15,770 shares; 2026Q1: 15,770 shares; 2026Q2: 15,770 shares 15,770 $1.19M 0.04% 0 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; 2024Q3: 1,814 shares; 2024Q4: 1,877 shares; 2025Q1: 833 shares; 2025Q2: 823 shares; 2025Q3: 932 shares; 2025Q4: 938 shares; 2026Q1: 998 shares; 2026Q2: 1,014 shares 1,014 $1.19M 0.04% +16 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; 2024Q3: 84,184 shares; 2024Q4: 80,208 shares; 2025Q1: 53,500 shares; 2025Q2: 52,324 shares; 2025Q3: 52,324 shares; 2025Q4: 53,156 shares; 2026Q1: 56,394 shares; 2026Q2: 57,550 shares 57,550 $1.19M 0.04% +1,156 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,672 shares; 2024Q4: 9,672 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,244 shares; 2026Q2: 5,244 shares 5,244 $1.19M 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,305 shares; 2024Q4: 19,496 shares; 2025Q1: 20,575 shares; 2025Q2: 20,204 shares; 2025Q3: 20,961 shares; 2025Q4: 20,204 shares; 2026Q1: 20,320 shares; 2026Q2: 20,564 shares 20,564 $1.19M 0.04% +244 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,674 shares; 2024Q4: 10,764 shares; 2025Q1: 13,845 shares; 2025Q2: 13,482 shares; 2025Q3: 13,386 shares; 2025Q4: 13,386 shares; 2026Q1: 13,549 shares; 2026Q2: 13,521 shares 13,521 $1.19M 0.04% -28 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares; 2026Q2: 16,883 shares 16,883 $1.18M 0.04% +13,500 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; 2024Q3: 3,672 shares; 2024Q4: 10,861 shares; 2025Q1: 7,516 shares; 2025Q2: 7,373 shares; 2025Q3: 8,031 shares; 2025Q4: 7,881 shares; 2026Q1: 8,352 shares; 2026Q2: 8,350 shares 8,350 $1.14M 0.04% -2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,061 shares; 2024Q4: 20,030 shares; 2025Q1: 16,427 shares; 2025Q2: 16,427 shares; 2025Q3: 16,686 shares; 2025Q4: 16,227 shares; 2026Q1: 16,253 shares; 2026Q2: 15,696 shares 15,696 $1.13M 0.04% -557 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,853 shares; 2025Q2: 7,707 shares; 2025Q3: 15,635 shares; 2025Q4: 15,635 shares; 2026Q1: 15,635 shares; 2026Q2: 14,041 shares 14,041 $1.13M 0.04% -1,594 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,803 shares; 2026Q2: 2,803 shares 2,803 $1.11M 0.04% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,403 shares; 2024Q4: 8,552 shares; 2025Q1: 4,542 shares; 2025Q2: 4,520 shares; 2025Q3: 4,528 shares; 2025Q4: 4,450 shares; 2026Q1: 4,504 shares; 2026Q2: 4,074 shares 4,074 $1.1M 0.04% -430 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,624 shares; 2024Q4: 73,486 shares; 2025Q1: 58,119 shares; 2025Q2: 58,119 shares; 2025Q3: 59,536 shares; 2025Q4: 56,347 shares; 2026Q1: 45,163 shares; 2026Q2: 44,612 shares 44,612 $1.1M 0.04% -551 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,044 shares; 2024Q4: 13,535 shares; 2025Q1: 6,337 shares; 2025Q2: 6,750 shares; 2025Q3: 7,403 shares; 2025Q4: 6,553 shares; 2026Q1: 7,203 shares; 2026Q2: 7,199 shares 7,199 $1.09M 0.04% -4 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,693 shares; 2024Q4: 17,922 shares; 2025Q1: 17,922 shares; 2025Q2: 17,922 shares; 2025Q3: 17,922 shares; 2025Q4: 17,922 shares; 2026Q1: 17,922 shares; 2026Q2: 17,910 shares 17,910 $1.09M 0.04% -12 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,811 shares; 2024Q4: 8,840 shares; 2025Q1: 5,678 shares; 2025Q2: 5,619 shares; 2025Q3: 5,736 shares; 2025Q4: 6,429 shares; 2026Q1: 6,607 shares; 2026Q2: 6,401 shares 6,401 $1.07M 0.04% -206 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; 2024Q3: 56,535 shares; 2024Q4: 111,122 shares; 2025Q1: 13,595 shares; 2025Q2: 13,595 shares; 2025Q3: 14,122 shares; 2025Q4: 20,621 shares; 2026Q1: 18,823 shares; 2026Q2: 18,621 shares 18,621 $1.06M 0.04% -202 Timeline SPHQ 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,368 shares; 2026Q1: 11,368 shares; 2026Q2: 11,653 shares 11,653 $1.05M 0.04% +285 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,240 shares; 2024Q4: 5,274 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 3,497 shares; 2025Q4: 3,297 shares; 2026Q1: 3,256 shares; 2026Q2: 3,257 shares 3,257 $1.02M 0.04% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,372 shares; 2024Q4: 10,950 shares; 2025Q1: 10,917 shares; 2025Q2: 10,917 shares; 2025Q3: 10,808 shares; 2025Q4: 10,602 shares; 2026Q1: 10,058 shares; 2026Q2: 9,213 shares 9,213 $1.02M 0.04% -845 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; 2024Q3: 7,890 shares; 2024Q4: 6,576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 8,338 shares; 2026Q1: 8,612 shares; 2026Q2: 8,670 shares 8,670 $1.01M 0.04% +58 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,576 shares; 2026Q2: 4,613 shares 4,613 $982K 0.03% +2,037 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,098 shares; 2024Q4: 8,220 shares; 2025Q1: 5,922 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 6,766 shares; 2026Q2: 6,841 shares 6,841 $979K 0.03% +75 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; 2024Q3: 2,528 shares; 2024Q4: 2,706 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,366 shares; 2025Q4: 2,069 shares; 2026Q1: 2,288 shares; 2026Q2: 2,267 shares 2,267 $966K 0.03% -21 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,027 shares; 2024Q4: 17,778 shares; 2025Q1: 12,893 shares; 2025Q2: 12,793 shares; 2025Q3: 12,763 shares; 2025Q4: 12,786 shares; 2026Q1: 13,181 shares; 2026Q2: 13,218 shares 13,218 $954K 0.03% +37 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,521 shares; 2024Q4: 35,516 shares; 2025Q1: 35,503 shares; 2025Q2: 35,503 shares; 2025Q3: 35,503 shares; 2025Q4: 35,503 shares; 2026Q1: 36,433 shares; 2026Q2: 36,351 shares 36,351 $949K 0.03% -82 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 3,009 shares; 2025Q1: 1,268 shares; 2025Q2: 1,220 shares; 2025Q3: 1,561 shares; 2025Q4: 1,303 shares; 2026Q1: 1,451 shares; 2026Q2: 1,820 shares 1,820 $944K 0.03% +369 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,810 shares; 2026Q1: 8,810 shares; 2026Q2: 8,810 shares 8,810 $939K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881 shares; 2024Q4: 2,887 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,049 shares; 2025Q4: 2,052 shares; 2026Q1: 2,069 shares; 2026Q2: 2,069 shares 2,069 $937K 0.03% 0 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; 2024Q3: 22,831 shares; 2024Q4: 25,015 shares; 2025Q1: 15,086 shares; 2025Q2: 14,836 shares; 2025Q3: 15,540 shares; 2025Q4: 17,355 shares; 2026Q1: 18,525 shares; 2026Q2: 21,306 shares 21,306 $902K 0.03% +2,781 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,074 shares; 2025Q2: 30,074 shares; 2025Q3: 30,074 shares; 2025Q4: 30,074 shares; 2026Q1: 12,041 shares; 2026Q2: 12,041 shares 12,041 $861K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,046 shares; 2024Q4: 2,063 shares; 2025Q1: 1,692 shares; 2025Q2: 1,677 shares; 2025Q3: 1,788 shares; 2025Q4: 1,677 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $859K 0.03% 0 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 13,425 shares; 2025Q1: 13,425 shares; 2025Q2: 13,425 shares; 2025Q3: 13,425 shares; 2025Q4: 13,425 shares; 2026Q1: 13,425 shares; 2026Q2: 13,425 shares 13,425 $844K 0.03% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,766 shares; 2024Q4: 10,766 shares; 2025Q1: 10,766 shares; 2025Q2: 10,766 shares; 2025Q3: 10,766 shares; 2025Q4: 10,766 shares; 2026Q1: 8,841 shares; 2026Q2: 8,841 shares 8,841 $836K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,399 shares; 2024Q4: 56,836 shares; 2025Q1: 34,628 shares; 2025Q2: 34,334 shares; 2025Q3: 32,626 shares; 2025Q4: 33,004 shares; 2026Q1: 34,534 shares; 2026Q2: 34,603 shares 34,603 $833K 0.03% +69 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,686 shares; 2024Q4: 22,842 shares; 2025Q1: 11,472 shares; 2025Q2: 11,253 shares; 2025Q3: 11,809 shares; 2025Q4: 11,453 shares; 2026Q1: 11,310 shares; 2026Q2: 8,999 shares 8,999 $817K 0.03% -2,311 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,670 shares; 2024Q4: 10,742 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 5,620 shares; 2025Q4: 4,495 shares; 2026Q1: 4,625 shares; 2026Q2: 4,625 shares 4,625 $815K 0.03% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,858 shares; 2024Q4: 4,916 shares; 2025Q1: 10,161 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,176 shares; 2026Q1: 10,640 shares; 2026Q2: 10,649 shares 10,649 $815K 0.03% +9 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $811K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,359 shares; 2024Q4: 4,612 shares; 2025Q1: 4,489 shares; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,962 shares; 2026Q2: 4,937 shares 4,937 $811K 0.03% -25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,183 shares; 2024Q4: 8,474 shares; 2025Q1: 5,268 shares; 2025Q2: 5,197 shares; 2025Q3: 5,465 shares; 2025Q4: 3,590 shares; 2026Q1: 3,581 shares; 2026Q2: 3,669 shares 3,669 $809K 0.03% +88 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,926 shares; 2024Q4: 21,128 shares; 2025Q1: 9,183 shares; 2025Q2: 9,183 shares; 2025Q3: 9,183 shares; 2025Q4: 9,183 shares; 2026Q1: 9,183 shares; 2026Q2: 9,183 shares 9,183 $796K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,058 shares; 2025Q2: 5,010 shares; 2025Q3: 5,389 shares; 2025Q4: 4,908 shares; 2026Q1: 5,154 shares; 2026Q2: 4,854 shares 4,854 $794K 0.03% -300 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 9,958 shares; 2025Q1: 8,681 shares; 2025Q2: 8,206 shares; 2025Q3: 7,649 shares; 2025Q4: 7,649 shares; 2026Q1: 7,504 shares; 2026Q2: 6,884 shares 6,884 $783K 0.03% -620 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,777 shares; 2026Q1: 15,147 shares; 2026Q2: 12,893 shares 12,893 $775K 0.03% -2,254 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; 2024Q3: 17,235 shares; 2024Q4: 6,175 shares; 2025Q1: 5,630 shares; 2025Q2: 6,820 shares; 2025Q3: 10,398 shares; 2025Q4: 12,204 shares; 2026Q1: 13,370 shares; 2026Q2: 15,080 shares 15,080 $770K 0.03% +1,710 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,459 shares; 2024Q4: 7,669 shares; 2025Q1: 3,390 shares; 2025Q2: 3,286 shares; 2025Q3: 3,422 shares; 2025Q4: 3,610 shares; 2026Q1: 3,661 shares; 2026Q2: 3,644 shares 3,644 $762K 0.03% -17 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,638 shares; 2024Q4: 5,638 shares; 2025Q1: 6,564 shares; 2025Q2: 6,564 shares; 2025Q3: 6,564 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $757K 0.03% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 5,796 shares; 2025Q1: 5,595 shares; 2025Q2: 5,616 shares; 2025Q3: 5,633 shares; 2025Q4: 5,662 shares; 2026Q1: 5,679 shares; 2026Q2: 5,715 shares 5,715 $752K 0.03% +36 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; 2024Q3: 3,658 shares; 2024Q4: 3,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 651 shares 651 $751K 0.03% new 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; 2024Q3: 2,850 shares; 2024Q4: 2,813 shares; 2025Q1: 1,736 shares; 2025Q2: 1,645 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares; 2026Q1: 2,499 shares; 2026Q2: 3,014 shares 3,014 $742K 0.03% +515 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,621 shares; 2026Q1: 15,621 shares; 2026Q2: 15,621 shares 15,621 $742K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 3,328 shares; 2025Q1: 1,219 shares; 2025Q2: 1,167 shares; 2025Q3: 887 shares; 2025Q4: 755 shares; 2026Q1: 769 shares; 2026Q2: 724 shares 724 $732K 0.03% -45 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 4,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,771 shares; 2026Q1: 7,772 shares; 2026Q2: 7,773 shares 7,773 $728K 0.03% +1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,912 shares; 2026Q1: 3,913 shares; 2026Q2: 3,813 shares 3,813 $726K 0.03% -100 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,134 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares; 2026Q1: 6,134 shares; 2026Q2: 6,134 shares 6,134 $721K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,490 shares; 2024Q4: 17,479 shares; 2025Q1: 17,479 shares; 2025Q2: 16,884 shares; 2025Q3: 15,821 shares; 2025Q4: 16,809 shares; 2026Q1: 13,624 shares; 2026Q2: 13,624 shares 13,624 $689K 0.02% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,283 shares; 2024Q4: 21,943 shares; 2025Q1: 21,180 shares; 2025Q2: 21,180 shares; 2025Q3: 21,180 shares; 2025Q4: 21,180 shares; 2026Q1: 21,180 shares; 2026Q2: 21,180 shares 21,180 $688K 0.02% 0 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; 2024Q3: 12,728 shares; 2024Q4: 28,498 shares; 2025Q1: 12,355 shares; 2025Q2: 11,943 shares; 2025Q3: 11,943 shares; 2025Q4: 11,795 shares; 2026Q1: 12,580 shares; 2026Q2: 11,814 shares 11,814 $681K 0.02% -766 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,685 shares; 2024Q4: 28,212 shares; 2025Q1: 20,465 shares; 2025Q2: 20,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,448 shares; 2026Q1: 6,549 shares; 2026Q2: 6,501 shares 6,501 $676K 0.02% -48 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,348 shares; 2024Q4: 27,102 shares; 2025Q1: 24,792 shares; 2025Q2: 24,745 shares; 2025Q3: 24,745 shares; 2025Q4: 25,049 shares; 2026Q1: 25,049 shares; 2026Q2: 25,130 shares 25,130 $670K 0.02% +81 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,230 shares; 2026Q1: 6,905 shares; 2026Q2: 6,409 shares 6,409 $666K 0.02% -496 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,230 shares; 2024Q4: 11,155 shares; 2025Q1: 12,684 shares; 2025Q2: 10,747 shares; 2025Q3: 10,458 shares; 2025Q4: 10,458 shares; 2026Q1: 9,817 shares; 2026Q2: 4,097 shares 4,097 $650K 0.02% -5,720 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares; 2026Q1: 6,246 shares; 2026Q2: 6,246 shares 6,246 $639K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares; 2026Q1: 7,791 shares; 2026Q2: 7,791 shares 7,791 $638K 0.02% 0 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; 2024Q3: 2,710 shares; 2024Q4: 2,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares 1,475 $636K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $633K 0.02% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 10,245 shares; 2026Q2: 10,245 shares 10,245 $622K 0.02% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041,515 shares; 2024Q4: 1,008,518 shares; 2025Q1: 980,582 shares; 2025Q2: 11,526 shares; 2025Q3: 9,789 shares; 2025Q4: 9,298 shares; 2026Q1: 9,298 shares; 2026Q2: 9,055 shares 9,055 $621K 0.02% -243 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,945 shares; 2024Q4: 13,931 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $620K 0.02% 0 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; 2024Q3: 14,504 shares; 2024Q4: 13,575 shares; 2025Q1: 8,593 shares; 2025Q2: 8,649 shares; 2025Q3: 8,649 shares; 2025Q4: 8,649 shares; 2026Q1: 8,560 shares; 2026Q2: 8,602 shares 8,602 $619K 0.02% +42 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 587 shares; 2025Q2: 542 shares; 2025Q3: 538 shares; 2025Q4: 553 shares; 2026Q1: 635 shares; 2026Q2: 624 shares 624 $600K 0.02% -11 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,079 shares; 2024Q4: 4,732 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,240 shares; 2025Q4: 3,250 shares; 2026Q1: 3,057 shares; 2026Q2: 3,507 shares 3,507 $593K 0.02% +450 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,874 shares; 2024Q4: 24,319 shares; 2025Q1: 23,790 shares; 2025Q2: 23,790 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares; 2026Q1: 20,040 shares; 2026Q2: 20,040 shares 20,040 $592K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,663 shares; 2024Q4: 7,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,835 shares; 2025Q4: 4,132 shares; 2026Q1: 4,237 shares; 2026Q2: 4,225 shares 4,225 $591K 0.02% -12 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares; 2026Q1: 3,835 shares; 2026Q2: 3,835 shares 3,835 $589K 0.02% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,000 shares 16,000 $577K 0.02% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,164 shares; 2024Q4: 3,979 shares; 2025Q1: 3,935 shares; 2025Q2: 6,679 shares; 2025Q3: 8,279 shares; 2025Q4: 5,091 shares; 2026Q1: 5,925 shares; 2026Q2: 5,340 shares 5,340 $569K 0.02% -585 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,354 shares; 2024Q4: 5,339 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 4,656 shares; 2026Q1: 5,204 shares; 2026Q2: 5,264 shares 5,264 $567K 0.02% +60 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,978 shares; 2025Q1: 1,396 shares; 2025Q2: 1,356 shares; 2025Q3: 1,555 shares; 2025Q4: 1,396 shares; 2026Q1: 1,388 shares; 2026Q2: 1,383 shares 1,383 $563K 0.02% -5 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,412 shares; 2024Q4: 16,264 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 15,148 shares; 2025Q4: 10,847 shares; 2026Q1: 10,847 shares; 2026Q2: 10,847 shares 10,847 $562K 0.02% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,976 shares; 2025Q2: 62,651 shares; 2025Q3: 62,651 shares; 2025Q4: 62,651 shares; 2026Q1: 62,651 shares; 2026Q2: 62,651 shares 62,651 $560K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 984 shares; 2026Q1: 1,014 shares; 2026Q2: 857 shares 857 $549K 0.02% -157 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,466 shares; 2024Q4: 12,515 shares; 2025Q1: 11,784 shares; 2025Q2: 11,784 shares; 2025Q3: 11,784 shares; 2025Q4: 11,784 shares; 2026Q1: 11,805 shares; 2026Q2: 11,805 shares 11,805 $545K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 3,887 shares; 2025Q1: 1,753 shares; 2025Q2: 1,717 shares; 2025Q3: 1,848 shares; 2025Q4: 1,407 shares; 2026Q1: 1,580 shares; 2026Q2: 1,815 shares 1,815 $541K 0.02% +235 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,695 shares; 2025Q1: 4,955 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 4,977 shares; 2026Q1: 4,977 shares; 2026Q2: 4,977 shares 4,977 $533K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,095 shares; 2024Q4: 9,095 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 3,884 shares; 2025Q4: 3,884 shares; 2026Q1: 3,586 shares; 2026Q2: 3,586 shares 3,586 $524K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,772 shares; 2024Q4: 7,257 shares; 2025Q1: 3,446 shares; 2025Q2: 3,381 shares; 2025Q3: 3,623 shares; 2025Q4: 3,342 shares; 2026Q1: 3,148 shares; 2026Q2: 3,332 shares 3,332 $523K 0.02% +184 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,206 shares; 2025Q1: 737 shares; 2025Q2: 735 shares; 2025Q3: 850 shares; 2025Q4: 5,230 shares; 2026Q1: 6,602 shares; 2026Q2: 7,189 shares 7,189 $513K 0.02% +587 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,668 shares; 2024Q4: 5,684 shares; 2025Q1: 1,486 shares; 2025Q2: 1,467 shares; 2025Q3: 1,812 shares; 2025Q4: 1,393 shares; 2026Q1: 1,507 shares; 2026Q2: 1,517 shares 1,517 $513K 0.02% +10 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; 2024Q3: not reported; 2024Q4: 7,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,183 shares; 2026Q2: 1,181 shares 1,181 $512K 0.02% -2 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 7,140 shares; 2026Q1: 7,100 shares; 2026Q2: 6,698 shares 6,698 $510K 0.02% -402 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares; 2026Q2: 1,394 shares 1,394 $510K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 3,108 shares; 2025Q1: 1,648 shares; 2025Q2: 1,645 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,577 shares; 2026Q2: 1,615 shares 1,615 $506K 0.02% +38 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,660 shares; 2024Q4: 18,660 shares; 2025Q1: 18,660 shares; 2025Q2: 18,660 shares; 2025Q3: 18,660 shares; 2025Q4: 18,660 shares; 2026Q1: 18,660 shares; 2026Q2: 18,660 shares 18,660 $502K 0.02% 0 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; 2024Q3: 5,297 shares; 2024Q4: 18,263 shares; 2025Q1: 18,263 shares; 2025Q2: 19,316 shares; 2025Q3: 19,316 shares; 2025Q4: 18,376 shares; 2026Q1: 17,051 shares; 2026Q2: 17,051 shares 17,051 $502K 0.02% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,205 shares; 2026Q2: 1,205 shares 1,205 $501K 0.02% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 2,444 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares; 2026Q2: 3,247 shares 3,247 $501K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 5,685 shares 5,685 $500K 0.02% +4,591 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; 2024Q3: 13,994 shares; 2024Q4: 14,248 shares; 2025Q1: 4,671 shares; 2025Q2: 4,469 shares; 2025Q3: 4,210 shares; 2025Q4: 4,238 shares; 2026Q1: 5,855 shares; 2026Q2: 6,023 shares 6,023 $498K 0.02% +168 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 1,218 shares; 2026Q2: 1,238 shares 1,238 $492K 0.02% +20 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,614 shares; 2026Q2: 5,614 shares 5,614 $488K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,885 shares; 2024Q4: 12,045 shares; 2025Q1: 1,159 shares; 2025Q2: 944 shares; 2025Q3: 1,206 shares; 2025Q4: 1,477 shares; 2026Q1: 1,223 shares; 2026Q2: 1,170 shares 1,170 $486K 0.02% -53 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,922 shares; 2024Q4: 4,703 shares; 2025Q1: 3,941 shares; 2025Q2: 3,869 shares; 2025Q3: 3,928 shares; 2025Q4: 3,871 shares; 2026Q1: 3,890 shares; 2026Q2: 3,873 shares 3,873 $474K 0.02% -17 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,023 shares; 2024Q4: 4,047 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares; 2026Q1: 3,404 shares; 2026Q2: 3,404 shares 3,404 $464K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,431 shares; 2024Q4: 9,874 shares; 2025Q1: 1,916 shares; 2025Q2: 1,914 shares; 2025Q3: 2,554 shares; 2025Q4: 2,394 shares; 2026Q1: 2,469 shares; 2026Q2: 2,125 shares 2,125 $460K 0.02% -344 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,389 shares; 2024Q4: 3,470 shares; 2025Q1: 1,364 shares; 2025Q2: 1,406 shares; 2025Q3: 1,390 shares; 2025Q4: 1,366 shares; 2026Q1: 1,405 shares; 2026Q2: 1,383 shares 1,383 $459K 0.02% -22 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,057 shares 10,057 $454K 0.02% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 4,149 shares; 2026Q2: 4,149 shares 4,149 $453K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,499 shares; 2024Q4: 2,463 shares; 2025Q1: 2,585 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 2,755 shares; 2026Q2: 2,755 shares 2,755 $451K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $441K 0.02% 0 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; 2024Q3: 2,861 shares; 2024Q4: 2,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $433K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,829 shares 1,829 $433K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,792 shares; 2024Q4: 2,884 shares; 2025Q1: 1,467 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,418 shares; 2026Q2: 1,918 shares 1,918 $433K 0.01% +500 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; 2024Q3: 7,005 shares; 2024Q4: 7,346 shares; 2025Q1: 3,810 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 4,460 shares; 2026Q1: 4,494 shares; 2026Q2: 4,150 shares 4,150 $429K 0.01% -344 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,929 shares; 2025Q1: 3,245 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,439 shares; 2026Q2: 3,439 shares 3,439 $428K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,878 shares; 2024Q4: 3,888 shares; 2025Q1: 4,323 shares; 2025Q2: 8,614 shares; 2025Q3: 8,614 shares; 2025Q4: 8,614 shares; 2026Q1: 8,896 shares; 2026Q2: 8,896 shares 8,896 $427K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: 3,911 shares; 2026Q1: 4,155 shares; 2026Q2: 4,155 shares 4,155 $425K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,148 shares; 2024Q4: 4,233 shares; 2025Q1: 4,018 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,688 shares; 2026Q1: 5,464 shares; 2026Q2: 5,578 shares 5,578 $424K 0.01% +114 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,017 shares; 2026Q2: 1,467 shares 1,467 $415K 0.01% +450 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,472 shares; 2024Q4: 5,881 shares; 2025Q1: 4,387 shares; 2025Q2: 3,183 shares; 2025Q3: 3,183 shares; 2025Q4: not reported; 2026Q1: 9,552 shares; 2026Q2: 5,364 shares 5,364 $414K 0.01% -4,188 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 8,413 shares; 2025Q1: 5,023 shares; 2025Q2: 4,983 shares; 2025Q3: 4,895 shares; 2025Q4: 4,062 shares; 2026Q1: 3,804 shares; 2026Q2: 3,327 shares 3,327 $414K 0.01% -477 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 10,900 shares; 2026Q1: 10,775 shares; 2026Q2: 11,153 shares 11,153 $410K 0.01% +378 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,733 shares; 2024Q4: 6,956 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares; 2026Q1: 6,048 shares; 2026Q2: 6,048 shares 6,048 $409K 0.01% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,060 shares; 2024Q4: 33,128 shares; 2025Q1: 33,128 shares; 2025Q2: 33,128 shares; 2025Q3: 33,128 shares; 2025Q4: 33,128 shares; 2026Q1: 17,293 shares; 2026Q2: 17,293 shares 17,293 $405K 0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,753 shares; 2026Q1: 3,808 shares; 2026Q2: 3,808 shares 3,808 $402K 0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: 3,044 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares; 2026Q1: 3,052 shares; 2026Q2: 3,052 shares 3,052 $398K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,054 shares; 2024Q4: 5,070 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,413 shares; 2026Q1: 2,377 shares; 2026Q2: 2,455 shares 2,455 $397K 0.01% +78 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,520 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,938 shares; 2026Q2: 2,186 shares 2,186 $393K 0.01% -752 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,651 shares; 2025Q4: 6,761 shares; 2026Q1: 7,389 shares; 2026Q2: 7,389 shares 7,389 $390K 0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $387K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,558 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,817 shares 1,817 $387K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 760 shares; 2025Q1: 1,043 shares; 2025Q2: 990 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 1,068 shares; 2026Q2: 1,091 shares 1,091 $386K 0.01% +23 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,798 shares; 2024Q4: 5,774 shares; 2025Q1: 5,739 shares; 2025Q2: 5,569 shares; 2025Q3: 5,369 shares; 2025Q4: 4,970 shares; 2026Q1: 5,031 shares; 2026Q2: 5,031 shares 5,031 $383K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $377K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 794 shares; 2026Q1: 787 shares; 2026Q2: 721 shares 721 $377K 0.01% -66 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,578 shares; 2026Q1: 2,578 shares; 2026Q2: 2,578 shares 2,578 $373K 0.01% 0 Timeline VNQI 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; 2024Q3: 24,392 shares; 2024Q4: 23,472 shares; 2025Q1: 8,248 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares; 2025Q4: 8,248 shares; 2026Q1: 8,248 shares; 2026Q2: 8,248 shares 8,248 $370K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,499 shares; 2025Q1: 1,293 shares; 2025Q2: 1,173 shares; 2025Q3: 1,112 shares; 2025Q4: 1,114 shares; 2026Q1: 1,079 shares; 2026Q2: 1,240 shares 1,240 $364K 0.01% +161 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,754 shares; 2025Q4: 1,768 shares; 2026Q1: 1,842 shares; 2026Q2: 1,799 shares 1,799 $361K 0.01% -43 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,244 shares; 2025Q1: 640 shares; 2025Q2: 575 shares; 2025Q3: 619 shares; 2025Q4: 580 shares; 2026Q1: 408 shares; 2026Q2: 704 shares 704 $353K 0.01% +296 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $349K 0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,784 shares 6,784 $346K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,678 shares; 2024Q4: 16,532 shares; 2025Q1: 4,256 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 4,478 shares; 2026Q1: 4,678 shares; 2026Q2: 4,678 shares 4,678 $343K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,117 shares 1,117 $338K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,012 shares; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares; 2026Q2: 1,504 shares 1,504 $335K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 816 shares; 2025Q1: 79 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 87 shares; 2026Q1: 95 shares; 2026Q2: 1,875 shares 1,875 $334K 0.01% +1,780 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; 2024Q3: 9,662 shares; 2024Q4: 9,932 shares; 2025Q1: 3,971 shares; 2025Q2: 3,701 shares; 2025Q3: 4,092 shares; 2025Q4: 3,769 shares; 2026Q1: 3,548 shares; 2026Q2: 3,464 shares 3,464 $333K 0.01% -84 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,401 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares; 2026Q2: 1,284 shares 1,284 $328K 0.01% -210 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares; 2026Q1: 2,218 shares; 2026Q2: 2,218 shares 2,218 $328K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $325K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 3,405 shares; 2026Q2: 3,405 shares 3,405 $324K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,777 shares; 2024Q4: 13,797 shares; 2025Q1: 4,825 shares; 2025Q2: 4,776 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares; 2026Q1: 5,276 shares; 2026Q2: 5,345 shares 5,345 $323K 0.01% +69 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272 $321K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 428 shares 428 $308K 0.01% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 1,067 shares 1,067 $307K 0.01% -22 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,633 shares; 2024Q4: 4,573 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares 4,150 $301K 0.01% 0 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,321 shares 6,321 $297K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,141 shares; 2024Q4: 3,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,157 shares; 2025Q4: 5,981 shares; 2026Q1: 5,981 shares; 2026Q2: 6,191 shares 6,191 $297K 0.01% +210 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $292K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,252 shares; 2025Q3: 1,257 shares; 2025Q4: 1,261 shares; 2026Q1: 1,266 shares; 2026Q2: 1,270 shares 1,270 $291K 0.01% +4 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,294 shares; 2024Q4: 11,364 shares; 2025Q1: 12,489 shares; 2025Q2: 11,184 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares; 2026Q1: 11,059 shares; 2026Q2: 3,494 shares 3,494 $290K 0.01% -7,565 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,909 shares; 2024Q4: 9,922 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,228 shares; 2026Q1: 4,387 shares; 2026Q2: 3,832 shares 3,832 $285K 0.01% -555 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 4,707 shares; 2025Q1: 2,954 shares; 2025Q2: 2,890 shares; 2025Q3: 2,833 shares; 2025Q4: 2,985 shares; 2026Q1: 3,957 shares; 2026Q2: 3,642 shares 3,642 $285K 0.01% -315 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares; 2026Q2: 1,185 shares 1,185 $283K 0.01% +34 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $283K 0.01% 0 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,102 shares; 2024Q4: 6,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,831 shares; 2025Q4: 4,831 shares; 2026Q1: 4,076 shares; 2026Q2: 4,076 shares 4,076 $282K 0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,882 shares 4,882 $282K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,038 shares; 2024Q4: 9,927 shares; 2025Q1: 5,258 shares; 2025Q2: 5,275 shares; 2025Q3: 5,290 shares; 2025Q4: 5,461 shares; 2026Q1: 6,805 shares; 2026Q2: 5,654 shares 5,654 $282K 0.01% -1,151 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares; 2026Q2: 3,151 shares 3,151 $279K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 3,064 shares; 2025Q1: 950 shares; 2025Q2: 769 shares; 2025Q3: 612 shares; 2025Q4: 565 shares; 2026Q1: 706 shares; 2026Q2: 701 shares 701 $279K 0.01% -5 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,174 shares; 2026Q1: 8,174 shares; 2026Q2: 8,174 shares 8,174 $279K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares; 2026Q1: 953 shares; 2026Q2: 989 shares 989 $277K 0.01% +36 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,139 shares; 2024Q4: 5,446 shares; 2025Q1: 4,048 shares; 2025Q2: 3,048 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773 $275K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 3,098 shares; 2025Q1: 1,743 shares; 2025Q2: 1,626 shares; 2025Q3: 2,046 shares; 2025Q4: 1,626 shares; 2026Q1: 1,661 shares; 2026Q2: 1,647 shares 1,647 $275K 0.01% -14 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares 7,400 $274K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 537 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $264K 0.01% 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; 2024Q3: 4,088 shares; 2024Q4: 4,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: not reported; 2026Q1: 1,140 shares; 2026Q2: 1,032 shares 1,032 $264K 0.01% -108 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $264K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 2,324 shares; 2026Q2: 4,648 shares 4,648 $261K 0.01% +2,324 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,099 shares; 2024Q4: 9,710 shares; 2025Q1: 12,938 shares; 2025Q2: 12,920 shares; 2025Q3: 12,906 shares; 2025Q4: 6,846 shares; 2026Q1: 7,368 shares; 2026Q2: 7,125 shares 7,125 $248K 0.01% -243 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,197 shares 2,197 $244K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 2,092 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $244K 0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares; 2026Q2: 2,487 shares 2,487 $242K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares 2,054 $241K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: not reported; 2026Q1: 1,766 shares; 2026Q2: 1,765 shares 1,765 $239K 0.01% -1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,678 shares; 2025Q1: 574 shares; 2025Q2: 467 shares; 2025Q3: 440 shares; 2025Q4: 445 shares; 2026Q1: 468 shares; 2026Q2: 463 shares 463 $236K 0.01% -5 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351 shares 351 $234K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $233K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,050 shares; 2026Q2: 2,150 shares 2,150 $233K 0.01% +100 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; 2024Q3: 642 shares; 2024Q4: 862 shares; 2025Q1: 207 shares; 2025Q2: 3,105 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,548 shares; 2026Q2: 2,525 shares 2,525 $233K 0.01% -23 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,769 shares; 2026Q2: 8,769 shares 8,769 $232K 0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 13,902 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: not reported; 2026Q2: 6,075 shares 6,075 $231K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621 shares; 2024Q4: 2,634 shares; 2025Q1: 970 shares; 2025Q2: 871 shares; 2025Q3: 777 shares; 2025Q4: 768 shares; 2026Q1: 801 shares; 2026Q2: 820 shares 820 $228K 0.01% +19 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $227K 0.01% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,343 shares 4,343 $227K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,908 shares; 2026Q2: 4,208 shares 4,208 $225K 0.01% -700 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; 2024Q3: 3,437 shares; 2024Q4: 3,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $224K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 6,405 shares; 2025Q1: 4,812 shares; 2025Q2: 3,386 shares; 2025Q3: 2,487 shares; 2025Q4: 1,780 shares; 2026Q1: 1,576 shares; 2026Q2: 1,640 shares 1,640 $222K 0.01% +64 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 1,771 shares; 2025Q1: 1,307 shares; 2025Q2: 1,184 shares; 2025Q3: 1,131 shares; 2025Q4: not reported; 2026Q1: 818 shares; 2026Q2: 819 shares 819 $221K 0.01% +1 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,255 shares 3,255 $216K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,033 shares 4,033 $214K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 488 shares; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares; 2026Q2: 371 shares 371 $214K 0.01% +10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503 shares; 2024Q4: 5,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,408 shares; 2026Q2: 2,509 shares 2,509 $212K 0.01% +101 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 618 shares 618 $212K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,356 shares; 2024Q4: 6,350 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $211K 0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $207K 0.01% 0 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,656 shares 7,656 $206K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,282 shares 1,282 $203K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,245 shares; 2026Q2: 3,245 shares 3,245 $202K 0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $201K 0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,330 shares; 2026Q1: 4,330 shares; 2026Q2: 4,330 shares 4,330 $201K 0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,239 shares; 2024Q4: 17,239 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares; 2026Q2: 17,200 shares 17,200 $189K 0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,173 shares; 2024Q4: 25,211 shares; 2025Q1: 25,206 shares; 2025Q2: 25,206 shares; 2025Q3: 25,206 shares; 2025Q4: 25,206 shares; 2026Q1: 25,636 shares; 2026Q2: 49,864 shares 49,864 $94.7K <0.01% +24,228 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,552 shares; 2026Q2: 10,552 shares 10,552 $89.5K <0.01% 0 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $82.6K <0.01% new Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $71.8K <0.01% new Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,187 shares; 2026Q1: 19,138 shares; 2026Q2: 15,938 shares 15,938 $70.6K <0.01% -3,200 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,050 shares; 2025Q1: 23,758 shares; 2025Q2: 18,684 shares; 2025Q3: 18,684 shares; 2025Q4: 18,684 shares; 2026Q1: 18,684 shares; 2026Q2: 18,684 shares 18,684 $63.9K <0.01% 0 Timeline AIFF FIREFLY NEUROSCIENCE INC More: the full row for FIREFLY NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $14.5K <0.01% 0 Timeline