QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267,468 shares; 2024Q4: 1,254,494 shares; 2025Q1: 1,251,388 shares; 2025Q2: 1,211,543 shares; 2025Q3: 1,201,504 shares; 2025Q4: 1,202,274 shares; 2026Q1: 1,201,810 shares 1,201,810 $231M 8.71% -464 Timeline VLUE 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: 1,290,421 shares; 2024Q4: 1,295,666 shares; 2025Q1: 1,301,911 shares; 2025Q2: 1,210,442 shares; 2025Q3: 1,206,307 shares; 2025Q4: 1,196,152 shares; 2026Q1: 1,153,472 shares 1,153,472 $164M 6.2% -42,680 Timeline EFAV 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: 1,229,241 shares; 2024Q4: 1,668,037 shares; 2025Q1: 1,688,681 shares; 2025Q2: 1,770,694 shares; 2025Q3: 1,766,534 shares; 2025Q4: 1,761,493 shares; 2026Q1: 1,713,828 shares 1,713,828 $157M 5.92% -47,665 Timeline EEMV 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: 1,811,748 shares; 2024Q4: 2,261,035 shares; 2025Q1: 2,288,150 shares; 2025Q2: 2,292,021 shares; 2025Q3: 2,290,301 shares; 2025Q4: 2,289,163 shares; 2026Q1: 2,347,193 shares 2,347,193 $152M 5.74% +58,030 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987,535 shares; 2024Q4: 1,799,937 shares; 2025Q1: 1,796,164 shares; 2025Q2: 1,914,019 shares; 2025Q3: 1,834,107 shares; 2025Q4: 1,825,463 shares; 2026Q1: 1,827,711 shares 1,827,711 $145M 5.46% +2,248 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: 1,161,375 shares; 2024Q4: 1,222,765 shares; 2025Q1: 1,550,365 shares; 2025Q2: 1,583,135 shares; 2025Q3: 1,821,020 shares; 2025Q4: 2,319,295 shares; 2026Q1: 2,592,485 shares 2,592,485 $135M 5.09% +273,190 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: 894,801 shares; 2024Q4: 892,922 shares; 2025Q1: 890,518 shares; 2025Q2: 894,315 shares; 2025Q3: 892,211 shares; 2025Q4: 892,467 shares; 2026Q1: 889,433 shares 889,433 $132M 4.97% -3,034 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: 440,809 shares; 2024Q4: 437,576 shares; 2025Q1: 436,540 shares; 2025Q2: 438,241 shares; 2025Q3: 436,126 shares; 2025Q4: 430,887 shares; 2026Q1: 429,452 shares 429,452 $109M 4.12% -1,435 Timeline IFRA 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: 1,501,800 shares; 2024Q4: 1,559,400 shares; 2025Q1: 1,656,875 shares; 2025Q2: 1,695,780 shares; 2025Q3: 1,715,140 shares; 2025Q4: 1,714,900 shares; 2026Q1: 1,723,025 shares 1,723,025 $98.6M 3.72% +8,125 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492,179 shares; 2024Q4: 1,466,669 shares; 2025Q1: 1,456,604 shares; 2025Q2: 1,266,357 shares; 2025Q3: 1,261,907 shares; 2025Q4: 1,245,797 shares; 2026Q1: 1,228,997 shares 1,228,997 $85.7M 3.24% -16,800 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: 94,898 shares; 2024Q4: 94,886 shares; 2025Q1: 94,644 shares; 2025Q2: 112,839 shares; 2025Q3: 112,599 shares; 2025Q4: 113,759 shares; 2026Q1: 113,488 shares 113,488 $74.1M 2.8% -271 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480,684 shares; 2024Q4: 1,449,479 shares; 2025Q1: 1,385,239 shares; 2025Q2: 1,310,019 shares; 2025Q3: 1,367,924 shares; 2025Q4: 1,418,534 shares; 2026Q1: 1,424,204 shares 1,424,204 $70.9M 2.68% +5,670 Timeline VEU 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: 894,746 shares; 2024Q4: 893,227 shares; 2025Q1: 893,152 shares; 2025Q2: 893,094 shares; 2025Q3: 973,980 shares; 2025Q4: 974,254 shares; 2026Q1: 881,720 shares 881,720 $66.2M 2.5% -92,534 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: 286,621 shares; 2024Q4: 281,521 shares; 2025Q1: 283,818 shares; 2025Q2: 266,207 shares; 2025Q3: 257,992 shares; 2025Q4: 503,949 shares; 2026Q1: 486,310 shares 486,310 $64.6M 2.44% -17,639 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,708 shares; 2024Q4: 282,853 shares; 2025Q1: 283,238 shares; 2025Q2: 285,873 shares; 2025Q3: 286,558 shares; 2025Q4: 288,593 shares; 2026Q1: 290,228 shares 290,228 $55.7M 2.1% +1,635 Timeline IWY 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: 203,216 shares; 2024Q4: 194,669 shares; 2025Q1: 195,904 shares; 2025Q2: 197,634 shares; 2025Q3: 197,394 shares; 2025Q4: 201,169 shares; 2026Q1: 201,369 shares 201,369 $50.1M 1.89% +200 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: 218,755 shares; 2024Q4: 215,835 shares; 2025Q1: 215,408 shares; 2025Q2: 194,443 shares; 2025Q3: 167,263 shares; 2025Q4: 162,578 shares; 2026Q1: 162,403 shares 162,403 $47.8M 1.8% -175 Timeline ARTY 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: 359,087 shares; 2024Q4: 798,667 shares; 2025Q1: 852,322 shares; 2025Q2: 966,302 shares; 2025Q3: 989,042 shares; 2025Q4: 954,682 shares; 2026Q1: 954,917 shares 954,917 $44.4M 1.68% +235 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: 68,412 shares; 2024Q4: 68,773 shares; 2025Q1: 68,736 shares; 2025Q2: 59,946 shares; 2025Q3: 50,371 shares; 2025Q4: 48,781 shares; 2026Q1: 48,491 shares 48,491 $41M 1.55% -290 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,160 shares; 2024Q4: 82,415 shares; 2025Q1: 82,370 shares; 2025Q2: 82,032 shares; 2025Q3: 81,997 shares; 2025Q4: 81,897 shares; 2026Q1: 81,882 shares 81,882 $39.2M 1.48% -15 Timeline IQLT 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: 738,310 shares; 2024Q4: 755,800 shares; 2025Q1: 755,800 shares; 2025Q2: 768,335 shares; 2025Q3: 767,650 shares; 2025Q4: 768,785 shares; 2026Q1: 779,050 shares 779,050 $36M 1.36% +10,265 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: 236,480 shares; 2024Q4: 235,509 shares; 2025Q1: 235,889 shares; 2025Q2: 233,483 shares; 2025Q3: 233,923 shares; 2025Q4: 233,963 shares; 2026Q1: 232,563 shares 232,563 $34.1M 1.29% -1,400 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,818 shares; 2024Q4: 52,808 shares; 2025Q1: 52,538 shares; 2025Q2: 50,658 shares; 2025Q3: 49,578 shares; 2025Q4: 48,473 shares; 2026Q1: 47,079 shares 47,079 $33.4M 1.26% -1,394 Timeline KBE 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: 425,346 shares; 2024Q4: 409,821 shares; 2025Q1: 406,051 shares; 2025Q2: 435,481 shares; 2025Q3: 432,861 shares; 2025Q4: 430,306 shares; 2026Q1: 537,846 shares 537,846 $32M 1.21% +107,540 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: 58,841 shares; 2024Q4: 56,506 shares; 2025Q1: 56,101 shares; 2025Q2: 54,086 shares; 2025Q3: 52,906 shares; 2025Q4: 52,026 shares; 2026Q1: 51,186 shares 51,186 $27.5M 1.04% -840 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 804,617 shares 804,617 $27.1M 1.03% new Timeline HDV 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: 171,822 shares; 2024Q4: 171,587 shares; 2025Q1: 170,827 shares; 2025Q2: 195,333 shares; 2025Q3: 190,163 shares; 2025Q4: 191,023 shares; 2026Q1: 192,438 shares 192,438 $26.1M 0.99% +1,415 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: 114,558 shares; 2024Q4: 114,803 shares; 2025Q1: 115,398 shares; 2025Q2: 114,183 shares; 2025Q3: 113,708 shares; 2025Q4: 113,988 shares; 2026Q1: 113,973 shares 113,973 $24.5M 0.93% -15 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,135 shares; 2024Q4: 493,135 shares; 2025Q1: 493,135 shares; 2025Q2: 493,135 shares; 2025Q3: 493,135 shares; 2025Q4: 493,135 shares; 2026Q1: 495,030 shares 495,030 $23.5M 0.89% +1,895 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: 484,091 shares; 2024Q4: 449,698 shares; 2025Q1: 433,653 shares; 2025Q2: 423,989 shares; 2025Q3: 414,896 shares; 2025Q4: 398,276 shares; 2026Q1: 396,930 shares 396,930 $21.4M 0.81% -1,346 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: 55,520 shares; 2024Q4: 54,655 shares; 2025Q1: 54,305 shares; 2025Q2: 40,055 shares; 2025Q3: 39,485 shares; 2025Q4: 38,890 shares; 2026Q1: 38,785 shares 38,785 $21.3M 0.8% -105 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,698 shares; 2024Q4: 421,468 shares; 2025Q1: 424,023 shares; 2025Q2: 420,672 shares; 2025Q3: 422,207 shares; 2025Q4: 433,292 shares; 2026Q1: 429,947 shares 429,947 $21.2M 0.8% -3,345 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,364 shares; 2024Q4: 167,819 shares; 2025Q1: 167,819 shares; 2025Q2: 168,139 shares; 2025Q3: 166,409 shares; 2025Q4: 163,944 shares; 2026Q1: 163,944 shares 163,944 $20.6M 0.78% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,630 shares; 2024Q4: 248,765 shares; 2025Q1: 248,765 shares; 2025Q2: 252,220 shares; 2025Q3: 252,085 shares; 2025Q4: 252,290 shares; 2026Q1: 254,990 shares 254,990 $19.4M 0.73% +2,700 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: 419,857 shares; 2024Q4: 401,368 shares; 2025Q1: 401,546 shares; 2025Q2: 401,477 shares; 2025Q3: 388,178 shares; 2025Q4: 381,303 shares; 2026Q1: 378,244 shares 378,244 $18.4M 0.7% -3,059 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556,675 shares 556,675 $18.3M 0.69% new Timeline IHI 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: 276,850 shares; 2024Q4: 257,900 shares; 2025Q1: 262,205 shares; 2025Q2: 302,630 shares; 2025Q3: 302,420 shares; 2025Q4: 299,530 shares; 2026Q1: 292,975 shares 292,975 $15.6M 0.59% -6,555 Timeline IHF 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: 335,550 shares; 2024Q4: 335,030 shares; 2025Q1: 335,030 shares; 2025Q2: 335,810 shares; 2025Q3: 335,810 shares; 2025Q4: 335,810 shares; 2026Q1: 335,810 shares 335,810 $14.1M 0.53% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,060 shares; 2024Q4: 297,295 shares; 2025Q1: 318,390 shares; 2025Q2: 318,135 shares; 2025Q3: 311,700 shares; 2025Q4: 306,385 shares; 2026Q1: 317,825 shares 317,825 $13.9M 0.52% +11,440 Timeline IGSB 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: 126,140 shares; 2024Q4: 127,825 shares; 2025Q1: 128,780 shares; 2025Q2: 133,950 shares; 2025Q3: 219,315 shares; 2025Q4: 221,580 shares; 2026Q1: 263,365 shares 263,365 $13.8M 0.52% +41,785 Timeline XT 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: 64,740 shares; 2024Q4: 69,970 shares; 2025Q1: 69,970 shares; 2025Q2: 202,875 shares; 2025Q3: 202,875 shares; 2025Q4: 202,875 shares; 2026Q1: 202,875 shares 202,875 $13.8M 0.52% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,593 shares; 2024Q4: 61,869 shares; 2025Q1: 62,250 shares; 2025Q2: 56,305 shares; 2025Q3: 54,721 shares; 2025Q4: 54,088 shares; 2026Q1: 53,419 shares 53,419 $11.6M 0.44% -669 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: 140,519 shares; 2024Q4: 140,084 shares; 2025Q1: 140,084 shares; 2025Q2: 140,534 shares; 2025Q3: 140,534 shares; 2025Q4: 140,534 shares; 2026Q1: 140,534 shares 140,534 $10.9M 0.41% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,262 shares; 2024Q4: 176,772 shares; 2025Q1: 179,107 shares; 2025Q2: 170,370 shares; 2025Q3: 170,370 shares; 2025Q4: 162,735 shares; 2026Q1: 155,635 shares 155,635 $10.8M 0.41% -7,100 Timeline EXI 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: 84,695 shares; 2024Q4: 84,695 shares; 2025Q1: 84,695 shares; 2025Q2: 59,190 shares; 2025Q3: 59,070 shares; 2025Q4: 59,070 shares; 2026Q1: 58,345 shares 58,345 $10.6M 0.4% -725 Timeline OEF 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: 26,689 shares; 2024Q4: 27,729 shares; 2025Q1: 27,564 shares; 2025Q2: 29,449 shares; 2025Q3: 29,199 shares; 2025Q4: 31,389 shares; 2026Q1: 31,894 shares 31,894 $10.1M 0.38% +505 Timeline MCHI 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: 169,325 shares; 2024Q4: 169,325 shares; 2025Q1: 168,235 shares; 2025Q2: 168,235 shares; 2025Q3: 166,895 shares; 2025Q4: 166,895 shares; 2026Q1: 166,865 shares 166,865 $9.37M 0.35% -30 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: 120,770 shares; 2024Q4: 120,770 shares; 2025Q1: 120,725 shares; 2025Q2: 120,725 shares; 2025Q3: 120,725 shares; 2025Q4: 120,725 shares; 2026Q1: 120,725 shares 120,725 $8.99M 0.34% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,295 shares; 2024Q4: 64,300 shares; 2025Q1: 65,170 shares; 2025Q2: 63,000 shares; 2025Q3: 61,855 shares; 2025Q4: 62,160 shares; 2026Q1: 62,400 shares 62,400 $7.94M 0.3% +240 Timeline IDNA 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: 270,899 shares; 2024Q4: 270,617 shares; 2025Q1: 285,472 shares; 2025Q2: 290,727 shares; 2025Q3: 285,777 shares; 2025Q4: 273,147 shares; 2026Q1: 269,987 shares 269,987 $7.84M 0.3% -3,160 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 17,976 shares; 2025Q1: 17,571 shares; 2025Q2: 17,891 shares; 2025Q3: 18,111 shares; 2025Q4: 18,821 shares; 2026Q1: 18,776 shares 18,776 $6.69M 0.25% -45 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: 37,466 shares; 2024Q4: 34,921 shares; 2025Q1: 34,226 shares; 2025Q2: 34,396 shares; 2025Q3: 31,236 shares; 2025Q4: 24,236 shares; 2026Q1: 23,191 shares 23,191 $6.67M 0.25% -1,045 Timeline USMV 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: 75,955 shares; 2024Q4: 74,742 shares; 2025Q1: 71,467 shares; 2025Q2: 68,473 shares; 2025Q3: 67,894 shares; 2025Q4: 66,635 shares; 2026Q1: 67,116 shares 67,116 $6.22M 0.24% +481 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: 28,466 shares; 2024Q4: 28,391 shares; 2025Q1: 26,226 shares; 2025Q2: 27,536 shares; 2025Q3: 27,321 shares; 2025Q4: 25,021 shares; 2026Q1: 25,031 shares 25,031 $6.07M 0.23% +10 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: 52,003 shares; 2024Q4: 51,828 shares; 2025Q1: 51,888 shares; 2025Q2: 51,823 shares; 2025Q3: 51,438 shares; 2025Q4: 50,928 shares; 2026Q1: 50,898 shares 50,898 $5.77M 0.22% -30 Timeline SOXX 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: 82,889 shares; 2024Q4: 9,969 shares; 2025Q1: 16,154 shares; 2025Q2: 16,349 shares; 2025Q3: 16,234 shares; 2025Q4: 16,139 shares; 2026Q1: 15,874 shares 15,874 $5.22M 0.2% -265 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,855 shares; 2024Q4: 126,685 shares; 2025Q1: 126,685 shares; 2025Q2: 126,685 shares; 2025Q3: 126,685 shares; 2025Q4: 126,685 shares; 2026Q1: 126,685 shares 126,685 $5.2M 0.2% 0 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: 18,158 shares; 2024Q4: 17,616 shares; 2025Q1: 17,495 shares; 2025Q2: 17,741 shares; 2025Q3: 17,421 shares; 2025Q4: 17,058 shares; 2026Q1: 13,418 shares 13,418 $4.97M 0.19% -3,640 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,320 shares; 2024Q4: 52,320 shares; 2025Q1: 52,320 shares; 2025Q2: 52,320 shares; 2025Q3: 52,320 shares; 2025Q4: 52,320 shares; 2026Q1: 52,320 shares 52,320 $4.58M 0.17% 0 Timeline EMB 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: 42,090 shares; 2024Q4: 42,090 shares; 2025Q1: 42,170 shares; 2025Q2: 7,400 shares; 2025Q3: 42,170 shares; 2025Q4: 42,170 shares; 2026Q1: 42,220 shares 42,220 $3.97M 0.15% +50 Timeline XVV 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: 86,400 shares; 2024Q4: 83,200 shares; 2025Q1: 75,555 shares; 2025Q2: 76,440 shares; 2025Q3: 76,440 shares; 2025Q4: 76,440 shares; 2026Q1: 76,440 shares 76,440 $3.76M 0.14% 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: 10,065 shares; 2024Q4: 9,952 shares; 2025Q1: 9,289 shares; 2025Q2: 9,349 shares; 2025Q3: 9,249 shares; 2025Q4: 8,454 shares; 2026Q1: 8,549 shares 8,549 $3.65M 0.14% +95 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 2,340 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $3.02M 0.11% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 14,151 shares; 2025Q1: 14,151 shares; 2025Q2: 15,711 shares; 2025Q3: 15,711 shares; 2025Q4: 14,286 shares; 2026Q1: 15,501 shares 15,501 $2.7M 0.1% +1,215 Timeline IEFA 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: 28,898 shares; 2024Q4: 28,823 shares; 2025Q1: 28,483 shares; 2025Q2: 30,263 shares; 2025Q3: 30,353 shares; 2025Q4: 30,648 shares; 2026Q1: 29,518 shares 29,518 $2.67M 0.1% -1,130 Timeline XPH 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: 43,845 shares; 2024Q4: 43,845 shares; 2025Q1: 48,205 shares; 2025Q2: 53,115 shares; 2025Q3: 51,010 shares; 2025Q4: 46,395 shares; 2026Q1: 46,395 shares 46,395 $2.51M 0.09% 0 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: 10,283 shares; 2024Q4: 10,266 shares; 2025Q1: 10,781 shares; 2025Q2: 11,555 shares; 2025Q3: 11,509 shares; 2025Q4: 11,395 shares; 2026Q1: 11,395 shares 11,395 $2.37M 0.09% 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: 122,863 shares; 2024Q4: 122,828 shares; 2025Q1: 122,440 shares; 2025Q2: 94,116 shares; 2025Q3: 93,791 shares; 2025Q4: 93,641 shares; 2026Q1: 13,972 shares 13,972 $2.26M 0.09% -79,669 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,917 shares; 2024Q4: 98,567 shares; 2025Q1: 98,567 shares; 2025Q2: 98,567 shares; 2025Q3: 98,567 shares; 2025Q4: 98,567 shares; 2026Q1: 98,567 shares 98,567 $1.96M 0.07% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 8,909 shares; 2025Q1: 9,326 shares; 2025Q2: 8,716 shares; 2025Q3: 8,551 shares; 2025Q4: 8,121 shares; 2026Q1: 8,401 shares 8,401 $1.78M 0.07% +280 Timeline SMLF 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: 22,125 shares; 2024Q4: 22,125 shares; 2025Q1: 22,125 shares; 2025Q2: 22,125 shares; 2025Q3: 22,125 shares; 2025Q4: 21,730 shares; 2026Q1: 21,700 shares 21,700 $1.64M 0.06% -30 Timeline CNYA 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: 43,675 shares; 2024Q4: 43,675 shares; 2025Q1: 43,675 shares; 2025Q2: not reported; 2025Q3: 43,675 shares; 2025Q4: 43,675 shares; 2026Q1: 43,605 shares 43,605 $1.49M 0.06% -70 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: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,427 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589 $1.48M 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 17,700 shares; 2025Q1: 17,695 shares; 2025Q2: 17,695 shares; 2025Q3: 17,675 shares; 2025Q4: 17,675 shares; 2026Q1: 17,675 shares 17,675 $1.41M 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 10,888 shares; 2025Q3: 10,888 shares; 2025Q4: 9,488 shares; 2026Q1: 8,128 shares 8,128 $1.37M 0.05% -1,360 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: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,690 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,642 shares; 2026Q1: 4,642 shares 4,642 $1.33M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,402 shares; 2025Q3: 30,402 shares; 2025Q4: 30,402 shares; 2026Q1: 30,402 shares 30,402 $1.18M 0.04% 0 Timeline EEMA 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: 20,597 shares; 2024Q4: 19,957 shares; 2025Q1: 17,892 shares; 2025Q2: 13,397 shares; 2025Q3: 12,987 shares; 2025Q4: 12,097 shares; 2026Q1: 12,097 shares 12,097 $1.16M 0.04% 0 Timeline FXI 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: 38,953 shares; 2024Q4: 38,953 shares; 2025Q1: 38,953 shares; 2025Q2: 38,953 shares; 2025Q3: 31,703 shares; 2025Q4: 31,703 shares; 2026Q1: 31,703 shares 31,703 $1.14M 0.04% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,952 shares; 2024Q4: 25,999 shares; 2025Q1: 26,050 shares; 2025Q2: 26,105 shares; 2025Q3: 26,157 shares; 2025Q4: 26,212 shares; 2026Q1: 26,262 shares 26,262 $1.1M 0.04% +50 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,845 shares; 2025Q3: 9,850 shares; 2025Q4: 10,005 shares; 2026Q1: 12,970 shares 12,970 $1.03M 0.04% +2,965 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,586 shares; 2024Q4: 67,094 shares; 2025Q1: 48,952 shares; 2025Q2: 44,572 shares; 2025Q3: 44,572 shares; 2025Q4: 26,742 shares; 2026Q1: 24,862 shares 24,862 $991K 0.04% -1,880 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: 1,138 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $991K 0.04% 0 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: 10,345 shares; 2024Q4: 10,345 shares; 2025Q1: 10,345 shares; 2025Q2: 10,345 shares; 2025Q3: 10,345 shares; 2025Q4: 10,345 shares; 2026Q1: 10,345 shares 10,345 $909K 0.03% 0 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 56,360 shares; 2025Q2: 56,360 shares; 2025Q3: 56,360 shares; 2025Q4: 56,360 shares; 2026Q1: 56,360 shares 56,360 $903K 0.03% 0 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,338 shares; 2024Q4: 84,338 shares; 2025Q1: 84,338 shares; 2025Q2: 27,108 shares; 2025Q3: 27,108 shares; 2025Q4: 27,108 shares; 2026Q1: 27,108 shares 27,108 $872K 0.03% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,090 shares; 2025Q3: 25,090 shares; 2025Q4: 25,090 shares; 2026Q1: 25,090 shares 25,090 $852K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,410 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,410 shares; 2026Q1: 5,410 shares 5,410 $784K 0.03% 0 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: 2,398 shares; 2024Q4: 2,383 shares; 2025Q1: 2,387 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares 2,723 $662K 0.03% 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $612K 0.02% 0 Timeline HEEM 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: 40,595 shares; 2024Q4: 40,595 shares; 2025Q1: 40,595 shares; 2025Q2: 40,595 shares; 2025Q3: 31,490 shares; 2025Q4: 17,525 shares; 2026Q1: 16,300 shares 16,300 $602K 0.02% -1,225 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares; 2026Q1: 4,780 shares 4,780 $567K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,656 shares; 2025Q3: 2,656 shares; 2025Q4: 2,656 shares; 2026Q1: 2,656 shares 2,656 $553K 0.02% 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: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,385 shares; 2025Q3: 3,385 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares 3,385 $532K 0.02% 0 Timeline PFF 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: 29,895 shares; 2024Q4: 29,895 shares; 2025Q1: 28,590 shares; 2025Q2: 17,335 shares; 2025Q3: 17,335 shares; 2025Q4: 17,335 shares; 2026Q1: 17,335 shares 17,335 $526K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares 4,660 $511K 0.02% 0 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: 6,649 shares; 2024Q4: 6,624 shares; 2025Q1: 6,334 shares; 2025Q2: 3,514 shares; 2025Q3: 3,259 shares; 2025Q4: 3,244 shares; 2026Q1: 2,954 shares 2,954 $486K 0.02% -290 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: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,308 shares; 2025Q2: 3,633 shares; 2025Q3: 3,188 shares; 2025Q4: 3,200 shares; 2026Q1: 3,208 shares 3,208 $472K 0.02% +8 Timeline WTV 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: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares 4,885 $463K 0.02% 0 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: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares 2,219 $459K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $448K 0.02% 0 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: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares 1,813 $443K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 4,509 shares; 2025Q1: 4,529 shares; 2025Q2: 4,559 shares; 2025Q3: 4,549 shares; 2025Q4: 1,484 shares; 2026Q1: 1,519 shares 1,519 $414K 0.02% +35 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares 1,172 $413K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 5,515 shares 5,515 $410K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares 1,231 $405K 0.02% 0 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: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares 3,065 $405K 0.02% 0 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: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares 1,511 $403K 0.02% 0 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,395 shares; 2024Q4: 19,395 shares; 2025Q1: 19,395 shares; 2025Q2: 19,395 shares; 2025Q3: 19,395 shares; 2025Q4: 19,395 shares; 2026Q1: 19,395 shares 19,395 $398K 0.02% 0 Timeline EPP 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: 7,562 shares; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,127 shares; 2025Q3: 7,127 shares; 2025Q4: 7,127 shares; 2026Q1: 7,127 shares 7,127 $379K 0.01% 0 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: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,858 shares 1,858 $365K 0.01% 0 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: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $346K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares 3,715 $342K 0.01% 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: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares 1,335 $335K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $333K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,496 shares; 2026Q1: 1,496 shares 1,496 $320K 0.01% 0 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: 330 shares; 2025Q1: 330 shares; 2025Q2: 603 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $317K 0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares 5,230 $314K 0.01% 0 Timeline SUSL 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: 4,990 shares; 2024Q4: 3,875 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 2,810 shares; 2026Q1: 2,725 shares 2,725 $310K 0.01% -85 Timeline IXJ 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: 2,396 shares; 2024Q4: 2,396 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: not reported; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares 3,220 $301K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 16,143 shares; 2025Q1: 13,751 shares; 2025Q2: 13,751 shares; 2025Q3: 11,451 shares; 2025Q4: 10,166 shares; 2026Q1: 6,700 shares 6,700 $296K 0.01% -3,466 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares; 2026Q1: 2,645 shares 2,645 $285K 0.01% +480 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $268K 0.01% 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: 261 shares; 2025Q3: 261 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $265K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $257K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares 4,460 $257K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,380 shares; 2026Q1: 410 shares 410 $248K 0.01% -970 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $245K 0.01% 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: not reported; 2026Q1: 1,140 shares 1,140 $244K 0.01% new 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: 1,900 shares; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $238K 0.01% 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: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,403 shares; 2026Q1: 2,343 shares 2,343 $226K 0.01% -60 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: not reported; 2026Q1: 3,710 shares 3,710 $218K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $212K 0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $211K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 834 shares 834 $206K 0.01% new Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 11,685 shares; 2025Q1: 11,685 shares; 2025Q2: 11,685 shares; 2025Q3: 11,685 shares; 2025Q4: 11,685 shares; 2026Q1: 11,685 shares 11,685 $205K 0.01% 0 Timeline SUSC 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: 11,565 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 9,190 shares; 2026Q1: 8,760 shares 8,760 $203K 0.01% -430 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,739 shares; 2026Q1: 2,547 shares 2,547 $202K 0.01% -192 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 14,643 shares 14,643 $177K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 19,004 shares; 2025Q1: 19,004 shares; 2025Q2: 19,004 shares; 2025Q3: 19,004 shares; 2025Q4: 19,004 shares; 2026Q1: 19,004 shares 19,004 $164K 0.01% 0 Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: 15,736 shares; 2025Q1: 15,736 shares; 2025Q2: 15,736 shares; 2025Q3: 15,736 shares; 2025Q4: 15,736 shares; 2026Q1: 15,736 shares 15,736 $14.4K <0.01% 0 Timeline