BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,810 shares; 2024Q4: 31,914 shares; 2025Q1: 31,281 shares; 2025Q2: 30,952 shares; 2025Q3: 30,849 shares; 2025Q4: 30,653 shares; 2026Q1: 30,827 shares 30,827 $14.8M 2.71% +174 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,246 shares; 2024Q4: 49,709 shares; 2025Q1: 50,502 shares; 2025Q2: 50,510 shares; 2025Q3: 50,625 shares; 2025Q4: 50,140 shares; 2026Q1: 51,267 shares 51,267 $13M 2.39% +1,127 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,762 shares; 2024Q4: 51,063 shares; 2025Q1: 70,987 shares; 2025Q2: 87,356 shares; 2025Q3: 90,936 shares; 2025Q4: 95,620 shares; 2026Q1: 105,409 shares 105,409 $11.6M 2.14% +9,789 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,242 shares; 2024Q4: 20,090 shares; 2025Q1: 19,779 shares; 2025Q2: 26,780 shares; 2025Q3: 32,332 shares; 2025Q4: 38,728 shares; 2026Q1: 106,121 shares 106,121 $10.7M 1.96% +67,393 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,384 shares; 2024Q4: 271,983 shares; 2025Q1: 281,768 shares; 2025Q2: 291,758 shares; 2025Q3: 296,568 shares; 2025Q4: 296,768 shares; 2026Q1: 260,410 shares 260,410 $10.1M 1.86% -36,358 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,552 shares; 2024Q4: 103,494 shares; 2025Q1: 100,965 shares; 2025Q2: 101,183 shares; 2025Q3: 105,182 shares; 2025Q4: 109,105 shares; 2026Q1: 134,277 shares 134,277 $10M 1.84% +25,172 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428,520 shares; 2024Q4: 1,461,088 shares; 2025Q1: 1,550,068 shares; 2025Q2: 1,662,228 shares; 2025Q3: 2,049,215 shares; 2025Q4: 2,251,176 shares; 2026Q1: 1,764,031 shares 1,764,031 $9.54M 1.75% -487,145 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,664 shares; 2024Q4: 426,902 shares; 2025Q1: 441,474 shares; 2025Q2: 481,428 shares; 2025Q3: 679,108 shares; 2025Q4: 642,656 shares; 2026Q1: 564,561 shares 564,561 $9.37M 1.72% -78,095 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,651 shares; 2024Q4: 72,746 shares; 2025Q1: 65,834 shares; 2025Q2: 89,290 shares; 2025Q3: 123,126 shares; 2025Q4: 124,248 shares; 2026Q1: 129,928 shares 129,928 $9.24M 1.7% +5,680 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,373 shares; 2024Q4: 30,044 shares; 2025Q1: 30,289 shares; 2025Q2: 29,695 shares; 2025Q3: 29,926 shares; 2025Q4: 29,991 shares; 2026Q1: 30,982 shares 30,982 $8.91M 1.64% +991 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,779 shares; 2024Q4: 10,788 shares; 2025Q1: 11,392 shares; 2025Q2: 12,075 shares; 2025Q3: 12,402 shares; 2025Q4: 12,886 shares; 2026Q1: 14,868 shares 14,868 $8.88M 1.63% +1,982 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,319 shares; 2024Q4: 394,480 shares; 2025Q1: 413,998 shares; 2025Q2: 440,707 shares; 2025Q3: 446,423 shares; 2025Q4: 385,316 shares; 2026Q1: 379,693 shares 379,693 $8.31M 1.53% -5,623 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,441 shares; 2025Q4: 302,090 shares; 2026Q1: 343,154 shares 343,154 $7.67M 1.41% +41,064 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597,864 shares; 2024Q4: 621,219 shares; 2025Q1: 644,507 shares; 2025Q2: 690,657 shares; 2025Q3: 915,733 shares; 2025Q4: 778,390 shares; 2026Q1: 837,658 shares 837,658 $7.22M 1.33% +59,268 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; 2024Q2: restricted; 2024Q3: 138,884 shares; 2024Q4: 137,824 shares; 2025Q1: 136,485 shares; 2025Q2: 135,758 shares; 2025Q3: 135,094 shares; 2025Q4: 140,290 shares; 2026Q1: 138,254 shares 138,254 $6.8M 1.25% -2,036 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,718 shares; 2024Q4: 16,278 shares; 2025Q1: 15,160 shares; 2025Q2: 15,117 shares; 2025Q3: 15,192 shares; 2025Q4: 15,236 shares; 2026Q1: 16,664 shares 16,664 $6.17M 1.13% +1,428 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,201 shares; 2024Q4: 146,655 shares; 2025Q1: 146,258 shares; 2025Q2: 146,168 shares; 2025Q3: 146,135 shares; 2025Q4: 146,156 shares; 2026Q1: 146,608 shares 146,608 $6.05M 1.11% +452 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,417 shares; 2024Q4: 49,967 shares; 2025Q1: 50,838 shares; 2025Q2: 51,847 shares; 2025Q3: 57,437 shares; 2025Q4: 60,772 shares; 2026Q1: 70,636 shares 70,636 $5.99M 1.1% +9,864 Timeline JSI 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; 2024Q2: restricted; 2024Q3: 24,535 shares; 2024Q4: 44,524 shares; 2025Q1: 102,496 shares; 2025Q2: 108,874 shares; 2025Q3: 116,766 shares; 2025Q4: 95,243 shares; 2026Q1: 116,078 shares 116,078 $5.98M 1.1% +20,835 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,043 shares; 2024Q4: 53,192 shares; 2025Q1: 54,071 shares; 2025Q2: 54,856 shares; 2025Q3: 56,411 shares; 2025Q4: 59,032 shares; 2026Q1: 71,084 shares 71,084 $5.73M 1.05% +12,052 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,889 shares; 2024Q4: 86,122 shares; 2025Q1: 87,524 shares; 2025Q2: 82,694 shares; 2025Q3: 89,924 shares; 2025Q4: 93,914 shares; 2026Q1: 115,386 shares 115,386 $5.65M 1.04% +21,472 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,377 shares; 2024Q4: 78,588 shares; 2025Q1: 96,873 shares; 2025Q2: 99,758 shares; 2025Q3: 113,705 shares; 2025Q4: 114,048 shares; 2026Q1: 121,107 shares 121,107 $5.46M 1% +7,059 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,871 shares; 2024Q4: 130,625 shares; 2025Q1: 131,045 shares; 2025Q2: 135,013 shares; 2025Q3: 104,216 shares; 2025Q4: 104,081 shares; 2026Q1: 142,358 shares 142,358 $5.23M 0.96% +38,277 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,754 shares; 2024Q4: 74,997 shares; 2025Q1: 74,254 shares; 2025Q2: 74,229 shares; 2025Q3: 111,228 shares; 2025Q4: 111,181 shares; 2026Q1: 110,789 shares 110,789 $4.48M 0.82% -392 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,814 shares; 2025Q1: 6,826 shares; 2025Q2: 7,174 shares; 2025Q3: 6,909 shares; 2025Q4: 6,898 shares; 2026Q1: 6,891 shares 6,891 $4.48M 0.82% -7 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 15,534 shares; 2025Q1: 16,208 shares; 2025Q2: 16,153 shares; 2025Q3: 19,339 shares; 2025Q4: 20,189 shares; 2026Q1: 21,292 shares 21,292 $4.43M 0.81% +1,103 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,311 shares; 2024Q4: 142,711 shares; 2025Q1: 129,863 shares; 2025Q2: 141,280 shares; 2025Q3: 134,642 shares; 2025Q4: 134,876 shares; 2026Q1: 136,745 shares 136,745 $4.41M 0.81% +1,869 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,045 shares; 2024Q4: 45,595 shares; 2025Q1: 44,885 shares; 2025Q2: 45,105 shares; 2025Q3: 45,105 shares; 2025Q4: 45,096 shares; 2026Q1: 45,446 shares 45,446 $4.2M 0.77% +350 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,076 shares; 2024Q4: 35,074 shares; 2025Q1: 36,747 shares; 2025Q2: 36,098 shares; 2025Q3: 48,623 shares; 2025Q4: 26,372 shares; 2026Q1: 91,639 shares 91,639 $4.14M 0.76% +65,267 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; 2024Q2: restricted; 2024Q3: 129,174 shares; 2024Q4: 129,698 shares; 2025Q1: 159,806 shares; 2025Q2: 158,988 shares; 2025Q3: 160,271 shares; 2025Q4: 160,175 shares; 2026Q1: 171,005 shares 171,005 $4.07M 0.75% +10,830 Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,596 shares; 2024Q4: 294,629 shares; 2025Q1: 310,783 shares; 2025Q2: 317,605 shares; 2025Q3: 388,413 shares; 2025Q4: 396,495 shares; 2026Q1: 405,361 shares 405,361 $4.06M 0.75% +8,866 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,643 shares; 2024Q4: 41,064 shares; 2025Q1: 41,056 shares; 2025Q2: 41,066 shares; 2025Q3: 41,670 shares; 2025Q4: 41,323 shares; 2026Q1: 40,826 shares 40,826 $4.02M 0.74% -497 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,051 shares; 2024Q4: 131,229 shares; 2025Q1: 142,241 shares; 2025Q2: 115,208 shares; 2025Q3: 128,430 shares; 2025Q4: 128,849 shares; 2026Q1: 113,042 shares 113,042 $4.02M 0.74% -15,807 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,034 shares; 2024Q4: 90,166 shares; 2025Q1: 85,659 shares; 2025Q2: 95,025 shares; 2025Q3: 100,340 shares; 2025Q4: 100,726 shares; 2026Q1: 102,959 shares 102,959 $4.01M 0.74% +2,233 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,199 shares; 2024Q4: 249,120 shares; 2025Q1: 242,304 shares; 2025Q2: 244,320 shares; 2025Q3: 152,491 shares; 2025Q4: 111,631 shares; 2026Q1: 114,422 shares 114,422 $3.99M 0.73% +2,791 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,252 shares; 2024Q4: 50,022 shares; 2025Q1: 53,295 shares; 2025Q2: 54,175 shares; 2025Q3: 54,502 shares; 2025Q4: 55,241 shares; 2026Q1: 47,052 shares 47,052 $3.83M 0.7% -8,189 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,791 shares; 2024Q4: 40,804 shares; 2025Q1: 42,090 shares; 2025Q2: 40,796 shares; 2025Q3: 37,736 shares; 2025Q4: 38,897 shares; 2026Q1: 37,920 shares 37,920 $3.79M 0.7% -977 Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,826 shares; 2024Q4: 49,161 shares; 2025Q1: 52,781 shares; 2025Q2: 57,761 shares; 2025Q3: 78,155 shares; 2025Q4: 141,766 shares; 2026Q1: 208,923 shares 208,923 $3.75M 0.69% +67,157 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782,607 shares; 2024Q4: 761,720 shares; 2025Q1: 727,092 shares; 2025Q2: 776,633 shares; 2025Q3: 616,999 shares; 2025Q4: 387,671 shares; 2026Q1: 406,035 shares 406,035 $3.74M 0.69% +18,364 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,858 shares; 2024Q4: 59,147 shares; 2025Q1: 61,509 shares; 2025Q2: 78,344 shares; 2025Q3: 84,935 shares; 2025Q4: 89,643 shares; 2026Q1: 113,071 shares 113,071 $3.67M 0.67% +23,428 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,798 shares; 2024Q4: 41,045 shares; 2025Q1: 41,345 shares; 2025Q2: 40,939 shares; 2025Q3: 39,546 shares; 2025Q4: 39,987 shares; 2026Q1: 39,190 shares 39,190 $3.64M 0.67% -797 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,835 shares; 2024Q4: 257,054 shares; 2025Q1: 274,519 shares; 2025Q2: 275,967 shares; 2025Q3: 335,340 shares; 2025Q4: 338,436 shares; 2026Q1: 359,592 shares 359,592 $3.6M 0.66% +21,156 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,739 shares; 2024Q4: 189,831 shares; 2025Q1: 196,227 shares; 2025Q2: 198,803 shares; 2025Q3: 209,993 shares; 2025Q4: 182,887 shares; 2026Q1: 198,657 shares 198,657 $3.59M 0.66% +15,770 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,135 shares; 2024Q4: 296,924 shares; 2025Q1: 317,588 shares; 2025Q2: 339,431 shares; 2025Q3: 456,431 shares; 2025Q4: 494,947 shares; 2026Q1: 617,115 shares 617,115 $3.46M 0.63% +122,168 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,187 shares; 2024Q4: 22,444 shares; 2025Q1: 25,940 shares; 2025Q2: 38,872 shares; 2025Q3: 39,992 shares; 2025Q4: 40,335 shares; 2026Q1: 44,545 shares 44,545 $3.45M 0.63% +4,210 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,616 shares; 2024Q4: 111,663 shares; 2025Q1: 115,310 shares; 2025Q2: 109,261 shares; 2025Q3: 101,128 shares; 2025Q4: 100,751 shares; 2026Q1: 94,191 shares 94,191 $3.25M 0.6% -6,560 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 3,406 shares; 2025Q1: 3,581 shares; 2025Q2: 3,576 shares; 2025Q3: 3,602 shares; 2025Q4: 11,776 shares; 2026Q1: 12,172 shares 12,172 $3.25M 0.6% +396 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485,865 shares 485,865 $3.24M 0.59% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,304 shares; 2024Q4: 65,765 shares; 2025Q1: 70,305 shares; 2025Q2: 87,152 shares; 2025Q3: 88,114 shares; 2025Q4: 91,013 shares; 2026Q1: 102,010 shares 102,010 $3.16M 0.58% +10,997 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,360 shares; 2025Q1: 1,386 shares; 2025Q2: 1,526 shares; 2025Q3: 1,590 shares; 2025Q4: 1,654 shares; 2026Q1: 10,019 shares 10,019 $3.1M 0.57% +8,365 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,544 shares; 2025Q4: 83,951 shares; 2026Q1: 91,715 shares 91,715 $3.09M 0.57% +7,764 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,596 shares; 2025Q2: 15,479 shares; 2025Q3: 142,192 shares; 2025Q4: 220,922 shares; 2026Q1: 240,717 shares 240,717 $3.03M 0.56% +19,795 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,729 shares; 2025Q3: 77,960 shares; 2025Q4: 142,540 shares; 2026Q1: 203,338 shares 203,338 $2.94M 0.54% +60,798 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,230 shares; 2024Q4: 96,313 shares; 2025Q1: 95,395 shares; 2025Q2: 96,748 shares; 2025Q3: 92,910 shares; 2025Q4: 92,547 shares; 2026Q1: 86,437 shares 86,437 $2.93M 0.54% -6,110 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 9,675 shares; 2025Q1: 11,370 shares; 2025Q2: 10,982 shares; 2025Q3: 13,651 shares; 2025Q4: 13,678 shares; 2026Q1: 15,382 shares 15,382 $2.91M 0.53% +1,704 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,210 shares; 2024Q4: 49,958 shares; 2025Q1: 49,641 shares; 2025Q2: 48,905 shares; 2025Q3: 49,119 shares; 2025Q4: 49,667 shares; 2026Q1: 60,042 shares 60,042 $2.89M 0.53% +10,375 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,840 shares; 2025Q1: 11,839 shares; 2025Q2: 11,650 shares; 2025Q3: 11,519 shares; 2025Q4: 11,536 shares; 2026Q1: 11,674 shares 11,674 $2.83M 0.52% +138 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,026 shares; 2024Q4: 26,361 shares; 2025Q1: 26,498 shares; 2025Q2: 25,719 shares; 2025Q3: 33,949 shares; 2025Q4: 34,003 shares; 2026Q1: 36,396 shares 36,396 $2.82M 0.52% +2,393 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,069 shares; 2025Q3: 12,768 shares; 2025Q4: 12,772 shares; 2026Q1: 13,503 shares 13,503 $2.75M 0.5% +731 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,275 shares; 2024Q4: 54,530 shares; 2025Q1: 12,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,863 shares 208,863 $2.74M 0.5% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,601 shares; 2024Q4: 29,286 shares; 2025Q1: 29,192 shares; 2025Q2: 29,350 shares; 2025Q3: 31,878 shares; 2025Q4: 31,890 shares; 2026Q1: 37,387 shares 37,387 $2.73M 0.5% +5,497 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 6,022 shares; 2026Q1: 35,403 shares 35,403 $2.71M 0.5% +29,381 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,370 shares; 2025Q4: 38,544 shares; 2026Q1: 241,029 shares 241,029 $2.68M 0.49% +202,485 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,317 shares; 2024Q4: 19,316 shares; 2025Q1: 19,777 shares; 2025Q2: 22,539 shares; 2025Q3: 23,386 shares; 2025Q4: 23,417 shares; 2026Q1: 23,895 shares 23,895 $2.66M 0.49% +478 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,397 shares; 2024Q4: 185,175 shares; 2025Q1: 183,513 shares; 2025Q2: 180,277 shares; 2025Q3: 164,431 shares; 2025Q4: 82,836 shares; 2026Q1: 190,381 shares 190,381 $2.64M 0.48% +107,545 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,814 shares; 2025Q1: 5,812 shares; 2025Q2: 5,823 shares; 2025Q3: 5,808 shares; 2025Q4: 11,458 shares; 2026Q1: 12,678 shares 12,678 $2.62M 0.48% +1,220 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,543 shares; 2024Q4: 231,556 shares; 2025Q1: 260,997 shares; 2025Q2: 256,515 shares; 2025Q3: 251,148 shares; 2025Q4: 263,541 shares; 2026Q1: 193,841 shares 193,841 $2.62M 0.48% -69,700 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,497 shares; 2024Q4: 48,992 shares; 2025Q1: 49,828 shares; 2025Q2: 48,966 shares; 2025Q3: 48,034 shares; 2025Q4: 48,039 shares; 2026Q1: 47,824 shares 47,824 $2.58M 0.47% -215 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 15,495 shares; 2025Q1: 15,132 shares; 2025Q2: 14,774 shares; 2025Q3: 14,882 shares; 2025Q4: 14,836 shares; 2026Q1: 15,374 shares 15,374 $2.53M 0.46% +538 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,531 shares; 2025Q1: 93,793 shares; 2025Q2: 95,034 shares; 2025Q3: 167,380 shares; 2025Q4: 170,159 shares; 2026Q1: 173,575 shares 173,575 $2.48M 0.46% +3,416 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,799 shares; 2026Q1: 20,568 shares 20,568 $2.46M 0.45% +3,769 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 9,691 shares; 2025Q1: 9,730 shares; 2025Q2: 9,617 shares; 2025Q3: 9,914 shares; 2025Q4: 9,927 shares; 2026Q1: 8,098 shares 8,098 $2.38M 0.44% -1,829 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,749 shares 208,749 $2.36M 0.43% new Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,627 shares; 2026Q1: 59,955 shares 59,955 $2.29M 0.42% +11,328 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; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: 10,592 shares; 2025Q1: 15,136 shares; 2025Q2: 18,394 shares; 2025Q3: 20,684 shares; 2025Q4: 20,883 shares; 2026Q1: 22,997 shares 22,997 $2.28M 0.42% +2,114 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 10,189 shares; 2025Q1: 10,156 shares; 2025Q2: 10,001 shares; 2025Q3: 9,998 shares; 2025Q4: 10,024 shares; 2026Q1: 10,466 shares 10,466 $2.28M 0.42% +442 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,473 shares; 2024Q4: 117,125 shares; 2025Q1: 112,252 shares; 2025Q2: 107,529 shares; 2025Q3: 104,472 shares; 2025Q4: 101,274 shares; 2026Q1: 99,316 shares 99,316 $2.25M 0.41% -1,958 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,989 shares; 2025Q4: 67,250 shares; 2026Q1: 91,905 shares 91,905 $2.24M 0.41% +24,655 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,863 shares; 2025Q4: 35,055 shares; 2026Q1: 37,392 shares 37,392 $2.24M 0.41% +2,337 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 12,310 shares; 2025Q1: 12,312 shares; 2025Q2: 26,430 shares; 2025Q3: 26,361 shares; 2025Q4: 26,409 shares; 2026Q1: 19,510 shares 19,510 $2.24M 0.41% -6,899 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 7,436 shares; 2025Q1: 8,372 shares; 2025Q2: 11,287 shares; 2025Q3: 11,793 shares; 2025Q4: 12,616 shares; 2026Q1: 12,761 shares 12,761 $2.23M 0.41% +145 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,868 shares; 2024Q4: 156,411 shares; 2025Q1: 187,270 shares; 2025Q2: 172,243 shares; 2025Q3: 136,517 shares; 2025Q4: 183,965 shares; 2026Q1: 364,339 shares 364,339 $2.12M 0.39% +180,374 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,529 shares; 2024Q4: 15,059 shares; 2025Q1: 14,998 shares; 2025Q2: 16,648 shares; 2025Q3: 16,834 shares; 2025Q4: 17,315 shares; 2026Q1: 17,404 shares 17,404 $2.11M 0.39% +89 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; 2024Q2: restricted; 2024Q3: 50,535 shares; 2024Q4: 50,924 shares; 2025Q1: 38,175 shares; 2025Q2: 38,038 shares; 2025Q3: 48,849 shares; 2025Q4: 48,784 shares; 2026Q1: 51,905 shares 51,905 $2.04M 0.37% +3,121 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; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 32,670 shares; 2025Q1: 32,818 shares; 2025Q2: 32,084 shares; 2025Q3: 31,647 shares; 2025Q4: 31,745 shares; 2026Q1: 33,159 shares 33,159 $2.01M 0.37% +1,414 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,018 shares; 2024Q4: 14,093 shares; 2025Q1: 13,996 shares; 2025Q2: 13,991 shares; 2025Q3: 14,074 shares; 2025Q4: 15,749 shares; 2026Q1: 16,100 shares 16,100 $2M 0.37% +351 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 10,252 shares; 2025Q1: 12,800 shares; 2025Q2: 12,411 shares; 2025Q3: 13,473 shares; 2025Q4: 13,500 shares; 2026Q1: 10,219 shares 10,219 $1.97M 0.36% -3,281 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,315 shares; 2024Q4: 32,497 shares; 2025Q1: 34,856 shares; 2025Q2: 31,972 shares; 2025Q3: 34,519 shares; 2025Q4: 36,324 shares; 2026Q1: 41,954 shares 41,954 $1.94M 0.36% +5,630 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,764 shares; 2025Q3: 5,764 shares; 2025Q4: 5,764 shares; 2026Q1: 8,292 shares 8,292 $1.92M 0.35% +2,528 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,757 shares; 2024Q4: 5,757 shares; 2025Q1: 5,734 shares; 2025Q2: 5,696 shares; 2025Q3: 5,696 shares; 2025Q4: 5,684 shares; 2026Q1: 5,677 shares 5,677 $1.92M 0.35% -7 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,304 shares; 2024Q4: 30,811 shares; 2025Q1: 30,920 shares; 2025Q2: 31,424 shares; 2025Q3: 31,662 shares; 2025Q4: 31,713 shares; 2026Q1: 31,269 shares 31,269 $1.89M 0.35% -444 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; 2024Q2: restricted; 2024Q3: 24,193 shares; 2024Q4: 25,286 shares; 2025Q1: 24,795 shares; 2025Q2: 24,081 shares; 2025Q3: 23,892 shares; 2025Q4: 23,641 shares; 2026Q1: 34,465 shares 34,465 $1.86M 0.34% +10,824 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; 2024Q2: restricted; 2024Q3: 22,715 shares; 2024Q4: 23,070 shares; 2025Q1: 23,053 shares; 2025Q2: 22,424 shares; 2025Q3: 22,394 shares; 2025Q4: 22,425 shares; 2026Q1: 23,345 shares 23,345 $1.84M 0.34% +920 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; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 2,947 shares; 2025Q1: 2,938 shares; 2025Q2: 2,957 shares; 2025Q3: 3,548 shares; 2025Q4: 3,559 shares; 2026Q1: 3,720 shares 3,720 $1.83M 0.34% +161 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,077 shares; 2025Q1: 3,088 shares; 2025Q2: 2,987 shares; 2025Q3: 7,183 shares; 2025Q4: 7,240 shares; 2026Q1: 5,681 shares 5,681 $1.82M 0.33% -1,559 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,462 shares; 2024Q4: 31,762 shares; 2025Q1: 31,363 shares; 2025Q2: 31,299 shares; 2025Q3: 21,824 shares; 2025Q4: 12,559 shares; 2026Q1: 15,970 shares 15,970 $1.81M 0.33% +3,411 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,599 shares; 2025Q1: 5,577 shares; 2025Q2: 5,482 shares; 2025Q3: 5,487 shares; 2025Q4: 5,474 shares; 2026Q1: 5,704 shares 5,704 $1.77M 0.33% +230 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 9,606 shares; 2025Q1: 9,602 shares; 2025Q2: 9,346 shares; 2025Q3: 9,275 shares; 2025Q4: 9,151 shares; 2026Q1: 10,366 shares 10,366 $1.76M 0.32% +1,215 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,578 shares; 2025Q1: 4,420 shares; 2025Q2: 4,640 shares; 2025Q3: 4,638 shares; 2025Q4: 4,906 shares; 2026Q1: 4,705 shares 4,705 $1.75M 0.32% -201 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,294 shares; 2026Q1: 8,770 shares 8,770 $1.71M 0.31% +476 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,344 shares; 2024Q4: 20,425 shares; 2025Q1: 21,090 shares; 2025Q2: 21,935 shares; 2025Q3: 22,704 shares; 2025Q4: 24,003 shares; 2026Q1: 28,360 shares 28,360 $1.7M 0.31% +4,357 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 19,409 shares; 2025Q1: 19,440 shares; 2025Q2: 18,642 shares; 2025Q3: 24,124 shares; 2025Q4: 24,190 shares; 2026Q1: 25,505 shares 25,505 $1.65M 0.3% +1,315 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,080 shares; 2024Q4: 24,465 shares; 2025Q1: 24,725 shares; 2025Q2: 23,856 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,789 shares 31,789 $1.63M 0.3% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,512 shares; 2024Q4: 14,512 shares; 2025Q1: 15,007 shares; 2025Q2: 15,112 shares; 2025Q3: 15,116 shares; 2025Q4: 14,816 shares; 2026Q1: 14,650 shares 14,650 $1.63M 0.3% -166 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,750 shares; 2026Q1: 14,100 shares 14,100 $1.62M 0.3% +2,350 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 18,568 shares; 2025Q1: 18,597 shares; 2025Q2: 17,956 shares; 2025Q3: 17,995 shares; 2025Q4: 18,022 shares; 2026Q1: 19,035 shares 19,035 $1.62M 0.3% +1,013 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,457 shares; 2025Q1: 2,398 shares; 2025Q2: 2,378 shares; 2025Q3: 2,537 shares; 2025Q4: 2,505 shares; 2026Q1: 2,463 shares 2,463 $1.61M 0.3% -42 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,200 shares; 2025Q1: 31,807 shares; 2025Q2: 32,014 shares; 2025Q3: 37,687 shares; 2025Q4: 53,168 shares; 2026Q1: 41,495 shares 41,495 $1.61M 0.29% -11,673 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; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 11,890 shares; 2025Q1: 11,835 shares; 2025Q2: 11,394 shares; 2025Q3: 11,372 shares; 2025Q4: 11,348 shares; 2026Q1: 11,955 shares 11,955 $1.57M 0.29% +607 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,606 shares; 2025Q1: 4,695 shares; 2025Q2: 5,239 shares; 2025Q3: 5,199 shares; 2025Q4: 5,410 shares; 2026Q1: 5,385 shares 5,385 $1.54M 0.28% -25 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,814 shares; 2025Q1: 1,663 shares; 2025Q2: 1,701 shares; 2025Q3: 10,460 shares; 2025Q4: 10,561 shares; 2026Q1: 10,666 shares 10,666 $1.54M 0.28% +105 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,092 shares; 2025Q1: 1,595 shares; 2025Q2: 1,644 shares; 2025Q3: 1,582 shares; 2025Q4: 15,613 shares; 2026Q1: 15,877 shares 15,877 $1.53M 0.28% +264 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,663 shares; 2025Q3: 3,738 shares; 2025Q4: 3,755 shares; 2026Q1: 4,650 shares 4,650 $1.5M 0.28% +895 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,781 shares; 2024Q4: 13,216 shares; 2025Q1: 11,079 shares; 2025Q2: 11,598 shares; 2025Q3: 12,625 shares; 2025Q4: 13,057 shares; 2026Q1: 16,134 shares 16,134 $1.49M 0.27% +3,077 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,549 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares 1,546 $1.49M 0.27% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,612 shares; 2024Q4: 30,132 shares; 2025Q1: 30,122 shares; 2025Q2: 29,063 shares; 2025Q3: 28,969 shares; 2025Q4: 28,929 shares; 2026Q1: 30,438 shares 30,438 $1.48M 0.27% +1,509 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,495 shares; 2025Q1: 5,492 shares; 2025Q2: 5,315 shares; 2025Q3: 4,177 shares; 2025Q4: 5,438 shares; 2026Q1: 5,788 shares 5,788 $1.44M 0.26% +350 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.26% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 10,129 shares; 2025Q1: 8,448 shares; 2025Q2: 8,122 shares; 2025Q3: 8,117 shares; 2025Q4: 8,110 shares; 2026Q1: 9,112 shares 9,112 $1.43M 0.26% +1,002 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,203 shares; 2024Q4: 55,203 shares; 2025Q1: 55,203 shares; 2025Q2: 55,203 shares; 2025Q3: 55,203 shares; 2025Q4: 55,203 shares; 2026Q1: 55,203 shares 55,203 $1.4M 0.26% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,697 shares; 2025Q4: 78,951 shares; 2026Q1: 86,778 shares 86,778 $1.38M 0.25% +7,827 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,180 shares; 2025Q1: 2,188 shares; 2025Q2: 2,474 shares; 2025Q3: 2,471 shares; 2025Q4: 2,466 shares; 2026Q1: 2,741 shares 2,741 $1.37M 0.25% +275 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,005 shares; 2025Q1: 15,098 shares; 2025Q2: 17,712 shares; 2025Q3: 17,741 shares; 2025Q4: 17,902 shares; 2026Q1: 19,011 shares 19,011 $1.36M 0.25% +1,109 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,806 shares; 2026Q1: 11,395 shares 11,395 $1.35M 0.25% +589 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 20,455 shares; 2025Q1: 19,777 shares; 2025Q2: 19,208 shares; 2025Q3: 22,867 shares; 2025Q4: 18,017 shares; 2026Q1: 17,952 shares 17,952 $1.34M 0.25% -65 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,661 shares; 2025Q1: 2,571 shares; 2025Q2: 2,590 shares; 2025Q3: 3,682 shares; 2025Q4: 3,875 shares; 2026Q1: 5,465 shares 5,465 $1.33M 0.24% +1,590 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 15,865 shares; 2025Q1: 15,908 shares; 2025Q2: 15,401 shares; 2025Q3: 15,408 shares; 2025Q4: 15,454 shares; 2026Q1: 16,341 shares 16,341 $1.31M 0.24% +887 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,867 shares; 2026Q1: 8,867 shares 8,867 $1.31M 0.24% 0 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,066 shares; 2024Q4: 22,592 shares; 2025Q1: 47,673 shares; 2025Q2: 48,272 shares; 2025Q3: 31,024 shares; 2025Q4: 31,027 shares; 2026Q1: 31,936 shares 31,936 $1.29M 0.24% +909 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,265 shares; 2024Q4: 26,065 shares; 2025Q1: 26,063 shares; 2025Q2: 26,063 shares; 2025Q3: 26,063 shares; 2025Q4: 26,063 shares; 2026Q1: 26,063 shares 26,063 $1.26M 0.23% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,632 shares; 2024Q4: 55,593 shares; 2025Q1: 43,543 shares; 2025Q2: 43,626 shares; 2025Q3: 20,930 shares; 2025Q4: 20,876 shares; 2026Q1: 20,859 shares 20,859 $1.24M 0.23% -17 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,656 shares; 2024Q4: 27,898 shares; 2025Q1: 23,741 shares; 2025Q2: 23,787 shares; 2025Q3: 25,418 shares; 2025Q4: 26,326 shares; 2026Q1: 26,833 shares 26,833 $1.22M 0.22% +507 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; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,209 shares; 2025Q1: 5,185 shares; 2025Q2: 5,047 shares; 2025Q3: 4,930 shares; 2025Q4: 4,940 shares; 2026Q1: 5,171 shares 5,171 $1.22M 0.22% +231 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,657 shares 11,657 $1.22M 0.22% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,763 shares; 2024Q4: 34,743 shares; 2025Q1: 34,744 shares; 2025Q2: 34,688 shares; 2025Q3: 34,334 shares; 2025Q4: 34,180 shares; 2026Q1: 33,791 shares 33,791 $1.21M 0.22% -389 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,744 shares; 2025Q1: 5,706 shares; 2025Q2: 5,532 shares; 2025Q3: 5,533 shares; 2025Q4: 5,552 shares; 2026Q1: 5,829 shares 5,829 $1.21M 0.22% +277 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765,014 shares; 2024Q4: 777,048 shares; 2025Q1: 768,825 shares; 2025Q2: 673,350 shares; 2025Q3: 698,125 shares; 2025Q4: 318,012 shares; 2026Q1: 149,965 shares 149,965 $1.21M 0.22% -168,047 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,907 shares; 2024Q4: 140,670 shares; 2025Q1: 133,110 shares; 2025Q2: 129,990 shares; 2025Q3: 109,855 shares; 2025Q4: 111,912 shares; 2026Q1: 116,422 shares 116,422 $1.18M 0.22% +4,510 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,594 shares; 2024Q4: 15,677 shares; 2025Q1: 15,756 shares; 2025Q2: 15,830 shares; 2025Q3: 15,912 shares; 2025Q4: 15,994 shares; 2026Q1: 16,076 shares 16,076 $1.16M 0.21% +82 Timeline DQ DAQO NEW ENERGY CORP More: the full row for DAQO NEW ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,050 shares; 2024Q4: 89,918 shares; 2025Q1: 77,262 shares; 2025Q2: 76,333 shares; 2025Q3: 50,830 shares; 2025Q4: 54,555 shares; 2026Q1: 54,555 shares 54,555 $1.16M 0.21% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares 2,698 $1.15M 0.21% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,783 shares; 2025Q1: 3,618 shares; 2025Q2: 3,688 shares; 2025Q3: 3,696 shares; 2025Q4: 3,677 shares; 2026Q1: 3,802 shares 3,802 $1.15M 0.21% +125 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,876 shares; 2025Q1: 9,871 shares; 2025Q2: 9,531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,883 shares 13,883 $1.12M 0.21% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 3,124 shares; 2025Q3: 3,066 shares; 2025Q4: 3,095 shares; 2026Q1: 3,066 shares 3,066 $1.09M 0.2% -29 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,674 shares; 2024Q4: 26,908 shares; 2025Q1: 27,140 shares; 2025Q2: 27,412 shares; 2025Q3: 27,653 shares; 2025Q4: 27,909 shares; 2026Q1: 28,184 shares 28,184 $1.09M 0.2% +275 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,587 shares; 2025Q4: 7,312 shares; 2026Q1: 8,131 shares 8,131 $1.06M 0.19% +819 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; 2024Q2: restricted; 2024Q3: 13,854 shares; 2024Q4: 14,034 shares; 2025Q1: 14,049 shares; 2025Q2: 13,511 shares; 2025Q3: 13,470 shares; 2025Q4: 13,467 shares; 2026Q1: 14,246 shares 14,246 $1.05M 0.19% +779 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,221 shares 26,221 $1.05M 0.19% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,380 shares 7,380 $1.05M 0.19% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,260 shares; 2025Q1: 4,245 shares; 2025Q2: 4,123 shares; 2025Q3: 4,126 shares; 2025Q4: 4,135 shares; 2026Q1: 4,360 shares 4,360 $1.04M 0.19% +225 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 22,566 shares; 2025Q1: 22,530 shares; 2025Q2: 21,801 shares; 2025Q3: 21,771 shares; 2025Q4: 21,719 shares; 2026Q1: 22,768 shares 22,768 $1.03M 0.19% +1,049 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,021 shares; 2024Q4: 14,147 shares; 2025Q1: 17,014 shares; 2025Q2: 15,850 shares; 2025Q3: 18,599 shares; 2025Q4: 19,402 shares; 2026Q1: 21,830 shares 21,830 $1.01M 0.18% +2,428 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 21,211 shares; 2025Q1: 18,474 shares; 2025Q2: 17,496 shares; 2025Q3: 7,815 shares; 2025Q4: 7,812 shares; 2026Q1: 7,828 shares 7,828 $982K 0.18% +16 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,309 shares; 2025Q2: 38,296 shares; 2025Q3: 39,052 shares; 2025Q4: 39,451 shares; 2026Q1: 46,714 shares 46,714 $976K 0.18% +7,263 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,081 shares; 2026Q1: 2,169 shares 2,169 $969K 0.18% +88 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,307 shares; 2025Q1: 2,411 shares; 2025Q2: 2,482 shares; 2025Q3: 2,194 shares; 2025Q4: 2,232 shares; 2026Q1: 2,215 shares 2,215 $967K 0.18% -17 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,794 shares; 2024Q4: 102,628 shares; 2025Q1: 102,791 shares; 2025Q2: 127,388 shares; 2025Q3: 176,607 shares; 2025Q4: 177,180 shares; 2026Q1: 95,461 shares 95,461 $957K 0.18% -81,719 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,978 shares; 2024Q4: 13,100 shares; 2025Q1: 13,957 shares; 2025Q2: 13,857 shares; 2025Q3: 14,167 shares; 2025Q4: 13,900 shares; 2026Q1: 13,970 shares 13,970 $954K 0.18% +70 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,487 shares 6,487 $938K 0.17% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,090 shares; 2025Q1: 11,090 shares; 2025Q2: 10,640 shares; 2025Q3: 10,640 shares; 2025Q4: 10,640 shares; 2026Q1: 10,640 shares 10,640 $925K 0.17% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 7,328 shares; 2025Q1: 7,328 shares; 2025Q2: 7,428 shares; 2025Q3: 7,612 shares; 2025Q4: 7,643 shares; 2026Q1: 8,058 shares 8,058 $898K 0.16% +415 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,403 shares; 2025Q3: 9,991 shares; 2025Q4: 15,681 shares; 2026Q1: 18,935 shares 18,935 $890K 0.16% +3,254 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; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 19,652 shares; 2025Q1: 19,338 shares; 2025Q2: 18,477 shares; 2025Q3: 18,719 shares; 2025Q4: 18,338 shares; 2026Q1: 18,238 shares 18,238 $889K 0.16% -100 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 4,375 shares; 2025Q1: 4,756 shares; 2025Q2: 4,810 shares; 2025Q3: 4,508 shares; 2025Q4: 4,585 shares; 2026Q1: 4,502 shares 4,502 $883K 0.16% -83 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,580 shares; 2024Q4: 12,830 shares; 2025Q1: 14,600 shares; 2025Q2: 14,652 shares; 2025Q3: 13,032 shares; 2025Q4: 13,980 shares; 2026Q1: 13,716 shares 13,716 $879K 0.16% -264 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,731 shares; 2024Q4: 42,196 shares; 2025Q1: 42,181 shares; 2025Q2: 39,720 shares; 2025Q3: 37,754 shares; 2025Q4: 30,124 shares; 2026Q1: 30,124 shares 30,124 $865K 0.16% 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; 2024Q2: restricted; 2024Q3: 14,646 shares; 2024Q4: 14,960 shares; 2025Q1: 14,812 shares; 2025Q2: 14,295 shares; 2025Q3: 14,216 shares; 2025Q4: 14,229 shares; 2026Q1: 14,991 shares 14,991 $864K 0.16% +762 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,451 shares; 2025Q1: 1,557 shares; 2025Q2: 1,621 shares; 2025Q3: 1,525 shares; 2025Q4: 1,487 shares; 2026Q1: 1,490 shares 1,490 $860K 0.16% +3 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,622 shares; 2024Q4: 43,472 shares; 2025Q1: 43,413 shares; 2025Q2: 43,125 shares; 2025Q3: 43,135 shares; 2025Q4: 44,366 shares; 2026Q1: 44,376 shares 44,376 $856K 0.16% +10 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,002 shares; 2024Q4: 21,800 shares; 2025Q1: 26,650 shares; 2025Q2: 26,632 shares; 2025Q3: 26,990 shares; 2025Q4: 28,077 shares; 2026Q1: 30,721 shares 30,721 $837K 0.15% +2,644 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,284 shares 9,284 $835K 0.15% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 12,246 shares; 2025Q1: 15,089 shares; 2025Q2: 14,900 shares; 2025Q3: 16,577 shares; 2025Q4: 17,067 shares; 2026Q1: 16,036 shares 16,036 $833K 0.15% -1,031 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,158 shares; 2024Q4: 24,158 shares; 2025Q1: 24,158 shares; 2025Q2: 24,158 shares; 2025Q3: 24,158 shares; 2025Q4: 24,158 shares; 2026Q1: 24,185 shares 24,185 $822K 0.15% +27 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,070 shares; 2024Q4: 18,896 shares; 2025Q1: 18,659 shares; 2025Q2: 18,478 shares; 2025Q3: 18,478 shares; 2025Q4: 18,478 shares; 2026Q1: 18,417 shares 18,417 $819K 0.15% -61 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,504 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,504 shares; 2025Q3: 7,254 shares; 2025Q4: 7,254 shares; 2026Q1: 7,254 shares 7,254 $797K 0.15% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: 8,597 shares; 2025Q3: 9,204 shares; 2025Q4: 10,113 shares; 2026Q1: 10,414 shares 10,414 $768K 0.14% +301 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; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 570 shares; 2025Q2: 8,697 shares; 2025Q3: 8,525 shares; 2025Q4: 8,175 shares; 2026Q1: 8,156 shares 8,156 $753K 0.14% -19 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,897 shares; 2025Q1: 2,908 shares; 2025Q2: 2,922 shares; 2025Q3: 2,924 shares; 2025Q4: 2,918 shares; 2026Q1: 3,073 shares 3,073 $751K 0.14% +155 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,510 shares; 2026Q1: 3,508 shares 3,508 $750K 0.14% -2 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,834 shares; 2024Q4: 242,390 shares; 2025Q1: 373,681 shares; 2025Q2: 371,160 shares; 2025Q3: 226,344 shares; 2025Q4: 170,410 shares; 2026Q1: 49,749 shares 49,749 $747K 0.14% -120,661 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,518 shares; 2025Q4: 18,518 shares; 2026Q1: 9,843 shares 9,843 $747K 0.14% -8,675 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,192 shares; 2024Q4: 38,283 shares; 2025Q1: 38,391 shares; 2025Q2: 38,394 shares; 2025Q3: 38,489 shares; 2025Q4: 38,585 shares; 2026Q1: 38,676 shares 38,676 $744K 0.14% +91 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170,963 shares 170,963 $733K 0.13% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,085 shares; 2024Q4: 60,061 shares; 2025Q1: 52,800 shares; 2025Q2: 52,287 shares; 2025Q3: 22,626 shares; 2025Q4: 8,862 shares; 2026Q1: 24,601 shares 24,601 $733K 0.13% +15,739 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: 2,831 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $730K 0.13% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 3,396 shares 3,396 $726K 0.13% +1,500 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; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 816 shares; 2025Q3: 845 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853 $722K 0.13% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 670 shares; 2025Q1: 716 shares; 2025Q2: 1,013 shares; 2025Q3: 1,021 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $722K 0.13% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 5,332 shares; 2025Q1: 5,712 shares; 2025Q2: 6,169 shares; 2025Q3: 6,232 shares; 2025Q4: 6,282 shares; 2026Q1: 6,512 shares 6,512 $721K 0.13% +230 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,351 shares; 2024Q4: 19,553 shares; 2025Q1: 20,447 shares; 2025Q2: 21,505 shares; 2025Q3: 23,573 shares; 2025Q4: 24,726 shares; 2026Q1: 29,058 shares 29,058 $668K 0.12% +4,332 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,238 shares; 2025Q1: 2,191 shares; 2025Q2: 2,345 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares 2,323 $659K 0.12% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,258 shares; 2025Q1: 11,228 shares; 2025Q2: 11,080 shares; 2025Q3: 11,080 shares; 2025Q4: 8,436 shares; 2026Q1: 5,282 shares 5,282 $650K 0.12% -3,154 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 11,387 shares; 2025Q1: 11,387 shares; 2025Q2: 11,387 shares; 2025Q3: 11,387 shares; 2025Q4: 11,387 shares; 2026Q1: 11,387 shares 11,387 $601K 0.11% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 6,162 shares; 2025Q1: 6,293 shares; 2025Q2: 6,332 shares; 2025Q3: 6,352 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245 $585K 0.11% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 2,197 shares; 2025Q4: 2,253 shares; 2026Q1: 2,250 shares 2,250 $564K 0.1% -3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,008 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares 1,009 $543K 0.1% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,149 shares; 2025Q1: 3,180 shares; 2025Q2: 3,230 shares; 2025Q3: 3,221 shares; 2025Q4: 3,244 shares; 2026Q1: 3,380 shares 3,380 $525K 0.1% +136 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; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,393 shares; 2025Q1: 2,138 shares; 2025Q2: 2,139 shares; 2025Q3: 2,147 shares; 2025Q4: 2,148 shares; 2026Q1: 2,163 shares 2,163 $524K 0.1% +15 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 2,986 shares; 2025Q1: 2,886 shares; 2025Q2: 3,184 shares; 2025Q3: 3,119 shares; 2025Q4: 2,766 shares; 2026Q1: 3,552 shares 3,552 $522K 0.1% +786 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 18,104 shares; 2025Q1: 18,134 shares; 2025Q2: 18,135 shares; 2025Q3: 18,136 shares; 2025Q4: 17,958 shares; 2026Q1: 17,896 shares 17,896 $520K 0.1% -62 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; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 18,271 shares; 2025Q1: 18,178 shares; 2025Q2: 19,779 shares; 2025Q3: 19,040 shares; 2025Q4: 17,442 shares; 2026Q1: 17,657 shares 17,657 $512K 0.09% +215 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: not reported; 2025Q3: 2,731 shares; 2025Q4: 2,769 shares; 2026Q1: 2,747 shares 2,747 $504K 0.09% -22 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $503K 0.09% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,041 shares; 2024Q4: 6,041 shares; 2025Q1: 6,041 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 6,067 shares; 2026Q1: 6,067 shares 6,067 $497K 0.09% 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; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,192 shares; 2025Q1: 2,689 shares; 2025Q2: 2,621 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares 1,812 $490K 0.09% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,567 shares; 2025Q1: 3,593 shares; 2025Q2: 3,593 shares; 2025Q3: 3,526 shares; 2025Q4: 3,842 shares; 2026Q1: 3,295 shares 3,295 $488K 0.09% -547 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,074 shares; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares; 2026Q1: 5,574 shares 5,574 $476K 0.09% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $475K 0.09% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares 3,475 $471K 0.09% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 3,455 shares; 2026Q1: 3,455 shares 3,455 $470K 0.09% 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; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,902 shares; 2025Q1: 3,900 shares; 2025Q2: 5,100 shares; 2025Q3: 5,046 shares; 2025Q4: 5,226 shares; 2026Q1: 5,226 shares 5,226 $468K 0.09% 0 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; 2024Q2: restricted; 2024Q3: 37,244 shares; 2024Q4: 37,775 shares; 2025Q1: 37,795 shares; 2025Q2: 48,944 shares; 2025Q3: 49,034 shares; 2025Q4: 12,283 shares; 2026Q1: 12,198 shares 12,198 $462K 0.08% -85 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 13,422 shares; 2025Q1: 12,899 shares; 2025Q2: 18,487 shares; 2025Q3: 18,477 shares; 2025Q4: 18,068 shares; 2026Q1: 16,279 shares 16,279 $457K 0.08% -1,789 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,526 shares; 2024Q4: 14,526 shares; 2025Q1: 14,429 shares; 2025Q2: 15,253 shares; 2025Q3: 14,492 shares; 2025Q4: 15,594 shares; 2026Q1: 15,594 shares 15,594 $454K 0.08% 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; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 644 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $437K 0.08% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 13,348 shares; 2025Q1: 37,824 shares; 2025Q2: 38,302 shares; 2025Q3: 38,234 shares; 2025Q4: 37,959 shares; 2026Q1: 37,735 shares 37,735 $435K 0.08% -224 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 9,051 shares; 2025Q1: 8,986 shares; 2025Q2: 8,986 shares; 2025Q3: 8,986 shares; 2025Q4: 8,986 shares; 2026Q1: 9,255 shares 9,255 $435K 0.08% +269 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,485 shares; 2025Q1: 12,840 shares; 2025Q2: 12,800 shares; 2025Q3: 10,850 shares; 2025Q4: 24,015 shares; 2026Q1: 24,090 shares 24,090 $430K 0.08% +75 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,120 shares; 2024Q4: 239,096 shares; 2025Q1: 220,831 shares; 2025Q2: 216,484 shares; 2025Q3: 81,547 shares; 2025Q4: 37,666 shares; 2026Q1: 37,666 shares 37,666 $425K 0.08% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares 1,486 $422K 0.08% 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; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 7,603 shares; 2025Q1: 7,318 shares; 2025Q2: 8,043 shares; 2025Q3: 8,551 shares; 2025Q4: 8,551 shares; 2026Q1: 8,321 shares 8,321 $418K 0.08% -230 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,313 shares 42,313 $413K 0.08% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,233 shares; 2025Q1: 1,105 shares; 2025Q2: 1,335 shares; 2025Q3: 1,316 shares; 2025Q4: 1,308 shares; 2026Q1: 1,283 shares 1,283 $412K 0.08% -25 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,281 shares; 2025Q1: 2,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,438 shares; 2026Q1: 3,090 shares 3,090 $408K 0.07% +652 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares 4,405 $387K 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,540 shares; 2025Q1: 1,579 shares; 2025Q2: 2,197 shares; 2025Q3: 1,957 shares; 2025Q4: 1,965 shares; 2026Q1: 1,756 shares 1,756 $378K 0.07% -209 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $371K 0.07% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 339 shares; 2025Q4: 322 shares; 2026Q1: 367 shares 367 $366K 0.07% +45 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,270 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,755 shares; 2026Q1: 3,755 shares 3,755 $364K 0.07% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,730 shares; 2025Q3: 12,745 shares; 2025Q4: 12,279 shares; 2026Q1: 11,808 shares 11,808 $362K 0.07% -471 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,826 shares; 2025Q3: 3,743 shares; 2025Q4: 3,884 shares; 2026Q1: 3,711 shares 3,711 $361K 0.07% -173 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; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares 2,683 $357K 0.07% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 9,088 shares; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 9,088 shares; 2025Q4: 9,088 shares; 2026Q1: 9,150 shares 9,150 $350K 0.06% +62 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 10,462 shares; 2025Q1: 10,462 shares; 2025Q2: 10,462 shares; 2025Q3: 10,562 shares; 2025Q4: 10,637 shares; 2026Q1: 10,637 shares 10,637 $347K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 606 shares; 2025Q4: 607 shares; 2026Q1: 607 shares 607 $342K 0.06% 0 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; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,594 shares; 2025Q1: 3,489 shares; 2025Q2: 3,501 shares; 2025Q3: 3,529 shares; 2025Q4: 3,494 shares; 2026Q1: 3,489 shares 3,489 $336K 0.06% -5 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,305 shares; 2025Q1: 6,935 shares; 2025Q2: 6,695 shares; 2025Q3: 6,876 shares; 2025Q4: 6,571 shares; 2026Q1: 6,571 shares 6,571 $334K 0.06% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,845 shares 12,845 $328K 0.06% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares; 2025Q2: 6,654 shares; 2025Q3: 6,654 shares; 2025Q4: 6,654 shares; 2026Q1: 6,654 shares 6,654 $322K 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; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 893 shares; 2025Q1: 875 shares; 2025Q2: 916 shares; 2025Q3: 967 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $312K 0.06% 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; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,011 shares; 2025Q1: 1,696 shares; 2025Q2: 1,810 shares; 2025Q3: 1,811 shares; 2025Q4: 1,866 shares; 2026Q1: 2,379 shares 2,379 $306K 0.06% +513 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 11,094 shares; 2025Q1: 10,182 shares; 2025Q2: 10,017 shares; 2025Q3: 9,846 shares; 2025Q4: 9,846 shares; 2026Q1: 9,846 shares 9,846 $300K 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,196 shares; 2024Q4: 4,246 shares; 2025Q1: 4,360 shares; 2025Q2: 4,248 shares; 2025Q3: 4,149 shares; 2025Q4: 4,166 shares; 2026Q1: 4,148 shares 4,148 $291K 0.05% -18 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,078 shares; 2025Q1: 8,245 shares; 2025Q2: 7,340 shares; 2025Q3: 7,340 shares; 2025Q4: 7,340 shares; 2026Q1: 7,340 shares 7,340 $289K 0.05% 0 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,882 shares; 2025Q1: 18,773 shares; 2025Q2: 32,646 shares; 2025Q3: 27,331 shares; 2025Q4: 17,991 shares; 2026Q1: 7,462 shares 7,462 $289K 0.05% -10,529 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 6,198 shares; 2025Q3: 6,208 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares 6,198 $288K 0.05% 0 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; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,201 shares; 2025Q3: 1,203 shares; 2025Q4: 1,192 shares; 2026Q1: 1,241 shares 1,241 $281K 0.05% +49 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; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,968 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $278K 0.05% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 12,048 shares; 2025Q1: 12,048 shares; 2025Q2: 12,646 shares; 2025Q3: 12,368 shares; 2025Q4: 11,646 shares; 2026Q1: 11,104 shares 11,104 $275K 0.05% -542 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,435 shares; 2024Q4: 15,233 shares; 2025Q1: 15,239 shares; 2025Q2: 15,017 shares; 2025Q3: 14,941 shares; 2025Q4: 14,952 shares; 2026Q1: 14,885 shares 14,885 $270K 0.05% -67 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares 2,041 $261K 0.05% 0 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,200 shares 10,200 $260K 0.05% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,571 shares; 2025Q1: 5,550 shares; 2025Q2: 5,447 shares; 2025Q3: 5,447 shares; 2025Q4: 5,447 shares; 2026Q1: 5,447 shares 5,447 $255K 0.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 273 shares; 2026Q1: 276 shares 276 $254K 0.05% +3 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 9,415 shares; 2025Q1: 9,415 shares; 2025Q2: 9,415 shares; 2025Q3: 9,415 shares; 2025Q4: 9,415 shares; 2026Q1: 9,415 shares 9,415 $254K 0.05% 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; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,341 shares; 2025Q3: 1,348 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $252K 0.05% 0 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,006 shares; 2024Q4: 38,546 shares; 2025Q1: 30,887 shares; 2025Q2: 26,786 shares; 2025Q3: 21,522 shares; 2025Q4: 20,295 shares; 2026Q1: 19,955 shares 19,955 $251K 0.05% -340 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,167 shares; 2026Q1: 4,224 shares 4,224 $248K 0.05% +57 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,807 shares; 2026Q1: 9,807 shares 9,807 $248K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares 2,040 $245K 0.05% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,034 shares; 2026Q1: 3,035 shares 3,035 $245K 0.04% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,879 shares; 2025Q1: not reported; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,934 shares; 2026Q1: 1,919 shares 1,919 $239K 0.04% -15 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,203 shares; 2026Q1: 1,202 shares 1,202 $238K 0.04% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares 4,228 $229K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $229K 0.04% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 621 shares; 2026Q1: 663 shares 663 $228K 0.04% +42 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,580 shares; 2026Q1: 1,590 shares 1,590 $227K 0.04% +10 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; 2024Q2: restricted; 2024Q3: 18,608 shares; 2024Q4: 19,307 shares; 2025Q1: 19,522 shares; 2025Q2: 3,228 shares; 2025Q3: 3,207 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares 2,938 $223K 0.04% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,540 shares; 2025Q1: 10,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,990 shares 9,990 $223K 0.04% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares 3,580 $222K 0.04% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362 $220K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares 1,517 $216K 0.04% 0 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,264 shares 4,264 $211K 0.04% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 760 shares; 2025Q4: not reported; 2026Q1: 1,197 shares 1,197 $209K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,166 shares; 2025Q4: not reported; 2026Q1: 3,166 shares 3,166 $209K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,781 shares; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares; 2026Q1: 2,414 shares 2,414 $206K 0.04% -100 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares 5,275 $203K 0.04% 0 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,337 shares; 2024Q4: 82,113 shares; 2025Q1: 37,510 shares; 2025Q2: 22,208 shares; 2025Q3: 21,808 shares; 2025Q4: 21,708 shares; 2026Q1: 21,639 shares 21,639 $194K 0.04% -69 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,772 shares; 2024Q4: 19,772 shares; 2025Q1: 19,779 shares; 2025Q2: 19,790 shares; 2025Q3: 20,662 shares; 2025Q4: 20,673 shares; 2026Q1: 18,792 shares 18,792 $142K 0.03% -1,881 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,166 shares; 2025Q1: 75,166 shares; 2025Q2: 75,166 shares; 2025Q3: 75,166 shares; 2025Q4: 75,166 shares; 2026Q1: 75,166 shares 75,166 $113K 0.02% 0 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,677 shares; 2024Q4: 10,076 shares; 2025Q1: 11,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,747 shares 10,747 $106K 0.02% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,558 shares; 2024Q4: 12,558 shares; 2025Q1: 12,558 shares; 2025Q2: 12,569 shares; 2025Q3: 12,586 shares; 2025Q4: 12,602 shares; 2026Q1: 12,122 shares 12,122 $105K 0.02% -480 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,038 shares; 2024Q4: 285,261 shares; 2025Q1: 273,217 shares; 2025Q2: 281,818 shares; 2025Q3: 17,479 shares; 2025Q4: 15,966 shares; 2026Q1: 13,838 shares 13,838 $83.2K 0.02% -2,128 Timeline