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WINNACLE WEALTH LLC

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13F filer, CIK 2079687, WACO, TX

WINNACLE WEALTH LLC reported $127,725,807 across 573 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 36.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002079687-25-000005

Period
2025-09-30
Reported value
$128M
Holdings
573
Top 10 weight
36.86%
New
494
Sold out
90

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SFLRnew+252,765$9.35M
DJUNnew+124,137$5.83M
DJULnew+124,116$5.83M
DAPRnew+148,543$5.79M
DAUGnew+124,916$5.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FPIexited-1,145,016-$13.2M
PHYSexited-371,431-$9.42M
OUNZexited-288,706-$9.21M
COWZexited-165,165-$9.1M
PSLVexited-530,399-$6.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002079687-25-000005, largest first. % of portfolio is the value over $127,725,807, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,087 shares; 2025Q1: 239,612 shares; 2025Q2: not reported; 2025Q3: 252,765 shares 252,765$9.35M7.32%newTimeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 124,137 shares 124,137$5.83M4.57%newTimeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143,916 shares; 2025Q1: 2,750 shares; 2025Q2: not reported; 2025Q3: 124,116 shares 124,116$5.83M4.57%newTimeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: 148,543 shares 148,543$5.79M4.54%newTimeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,399 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: 124,916 shares 124,916$5.5M4.3%newTimeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 139,622 shares; 2025Q2: not reported; 2025Q3: 158,327 shares 158,327$5.22M4.09%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,822 shares; 2025Q1: 24,875 shares; 2025Q2: not reported; 2025Q3: 24,943 shares 24,943$2.82M2.21%newTimeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,097 shares; 2025Q2: not reported; 2025Q3: 74,813 shares 74,813$2.54M1.99%newTimeline
RFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 66,408 shares; 2025Q2: not reported; 2025Q3: 88,271 shares 88,271$2.47M1.94%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,154 shares; 2025Q1: 9,091 shares; 2025Q2: 1,934 shares; 2025Q3: 9,174 shares 9,174$1.71M1.34%+7,240Timeline
GLDICREDIT SUISSE NASSAU BRANCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,447 shares; 2025Q1: 8,222 shares; 2025Q2: not reported; 2025Q3: 9,459 shares 9,459$1.6M1.25%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,745 shares; 2025Q1: 2,556 shares; 2025Q2: not reported; 2025Q3: 1,969 shares 1,969$1.42M1.11%newTimeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,231 shares; 2025Q2: not reported; 2025Q3: 60,334 shares 60,334$1.33M1.04%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,499 shares; 2025Q1: 18,711 shares; 2025Q2: not reported; 2025Q3: 19,342 shares 19,342$1.24M0.97%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,301 shares; 2025Q1: 4,655 shares; 2025Q2: not reported; 2025Q3: 3,751 shares 3,751$1.24M0.97%newTimeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,644 shares; 2025Q2: not reported; 2025Q3: 46,988 shares 46,988$1.22M0.96%newTimeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,302 shares 21,302$1.21M0.95%newTimeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,317 shares; 2025Q1: 6,141 shares; 2025Q2: not reported; 2025Q3: 6,329 shares 6,329$1.21M0.95%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,933 shares; 2025Q1: 19,001 shares; 2025Q2: 600 shares; 2025Q3: 18,029 shares 18,029$1.21M0.95%+17,429Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,887 shares; 2025Q1: 5,006 shares; 2025Q2: not reported; 2025Q3: 4,884 shares 4,884$1.2M0.94%newTimeline
YMAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 66,751 shares; 2025Q2: not reported; 2025Q3: 91,620 shares 91,620$1.19M0.93%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,254 shares; 2025Q1: 5,163 shares; 2025Q2: 1,250 shares; 2025Q3: 4,847 shares 4,847$1.18M0.93%+3,597Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,049 shares; 2025Q1: 3,096 shares; 2025Q2: not reported; 2025Q3: 3,395 shares 3,395$1.18M0.92%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,438 shares; 2025Q1: 4,245 shares; 2025Q2: 10 shares; 2025Q3: 4,343 shares 4,343$1.18M0.92%+4,333Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,215 shares; 2025Q1: 9,903 shares; 2025Q2: not reported; 2025Q3: 10,471 shares 10,471$1.16M0.91%newTimeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,208 shares; 2025Q1: 12,570 shares; 2025Q2: not reported; 2025Q3: 12,717 shares 12,717$1.14M0.9%newTimeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,778 shares; 2025Q2: not reported; 2025Q3: 21,460 shares 21,460$1.14M0.89%newTimeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 6,605 shares; 2025Q2: not reported; 2025Q3: 5,532 shares 5,532$1.13M0.88%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,306 shares; 2025Q1: 23,869 shares; 2025Q2: 777 shares; 2025Q3: 25,337 shares 25,337$1.11M0.87%+24,560Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 30,567 shares 30,567$1.1M0.86%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,861 shares; 2025Q1: 2,229 shares; 2025Q2: 678 shares; 2025Q3: 2,113 shares 2,113$1.09M0.86%+1,435Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,223 shares; 2025Q1: 5,679 shares; 2025Q2: not reported; 2025Q3: 4,942 shares 4,942$1.08M0.84%newTimeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,788 shares; 2025Q1: 15,842 shares; 2025Q2: not reported; 2025Q3: 21,042 shares 21,042$1.07M0.84%newTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,394 shares; 2025Q1: 5,775 shares; 2025Q2: not reported; 2025Q3: 5,693 shares 5,693$1.07M0.84%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,392 shares; 2025Q1: 10,748 shares; 2025Q2: 563 shares; 2025Q3: 12,654 shares 12,654$1.06M0.83%+12,091Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 55,684 shares 55,684$1.06M0.83%newTimeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,117 shares; 2025Q1: 21,450 shares; 2025Q2: not reported; 2025Q3: 18,239 shares 18,239$1.06M0.83%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 20,640 shares; 2025Q2: not reported; 2025Q3: 21,453 shares 21,453$1.05M0.82%newTimeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,626 shares; 2025Q1: 4,782 shares; 2025Q2: not reported; 2025Q3: 5,363 shares 5,363$1.05M0.82%newTimeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410 shares; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 7,846 shares 7,846$1.04M0.82%newTimeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 38,540 shares 38,540$1.04M0.81%newTimeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,838 shares; 2025Q1: 30,440 shares; 2025Q2: not reported; 2025Q3: 31,516 shares 31,516$1.04M0.81%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,920 shares; 2025Q1: 7,029 shares; 2025Q2: 207 shares; 2025Q3: 8,264 shares 8,264$1.03M0.81%+8,057Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,192 shares; 2025Q1: 1,333 shares; 2025Q2: not reported; 2025Q3: 1,116 shares 1,116$1.03M0.8%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,353 shares; 2025Q1: 11,275 shares; 2025Q2: 260 shares; 2025Q3: 12,731 shares 12,731$1.02M0.8%+12,471Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,545 shares; 2025Q2: not reported; 2025Q3: 19,201 shares 19,201$1.02M0.8%newTimeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,204 shares 24,204$1.02M0.8%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 5,374 shares; 2025Q2: 461 shares; 2025Q3: 6,407 shares 6,407$987K0.77%+5,946Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,557 shares; 2025Q1: 4,384 shares; 2025Q2: not reported; 2025Q3: 4,833 shares 4,833$986K0.77%newTimeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 3,772 shares 3,772$984K0.77%newTimeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,960 shares; 2025Q1: 9,188 shares; 2025Q2: 100 shares; 2025Q3: 9,435 shares 9,435$972K0.76%+9,335Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,008 shares; 2025Q1: 2,352 shares; 2025Q2: 20 shares; 2025Q3: 3,499 shares 3,499$966K0.76%+3,479Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,343 shares; 2025Q1: 7,736 shares; 2025Q2: not reported; 2025Q3: 8,537 shares 8,537$965K0.76%newTimeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,816 shares; 2025Q1: 1,006 shares; 2025Q2: not reported; 2025Q3: 30,037 shares 30,037$961K0.75%newTimeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,361 shares; 2025Q1: 6,697 shares; 2025Q2: not reported; 2025Q3: 6,810 shares 6,810$960K0.75%newTimeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,269 shares; 2025Q1: 6,511 shares; 2025Q2: not reported; 2025Q3: 5,645 shares 5,645$960K0.75%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,685 shares; 2025Q1: 6,244 shares; 2025Q2: 10,645 shares; 2025Q3: 6,756 shares 6,756$953K0.75%-3,889Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,209 shares; 2025Q1: 10,823 shares; 2025Q2: not reported; 2025Q3: 11,154 shares 11,154$926K0.72%newTimeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,340 shares 22,340$916K0.72%newTimeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,864 shares 2,864$899K0.7%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 53 shares; 2025Q2: 115 shares; 2025Q3: 6,611 shares 6,611$886K0.69%+6,496Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,645 shares; 2025Q1: 3,024 shares; 2025Q2: not reported; 2025Q3: 2,789 shares 2,789$862K0.67%newTimeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,515 shares; 2025Q1: 8,048 shares; 2025Q2: not reported; 2025Q3: 9,887 shares 9,887$831K0.65%newTimeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,892 shares; 2025Q2: not reported; 2025Q3: 41,408 shares 41,408$828K0.65%newTimeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 24,703 shares 24,703$815K0.64%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 7,827 shares 7,827$798K0.63%newTimeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,569 shares; 2025Q1: 11,814 shares; 2025Q2: not reported; 2025Q3: 20,169 shares 20,169$746K0.58%newTimeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,899 shares; 2025Q1: 10,407 shares; 2025Q2: not reported; 2025Q3: 21,114 shares 21,114$633K0.5%newTimeline
DMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,916 shares; 2025Q1: 2,828 shares; 2025Q2: not reported; 2025Q3: 11,868 shares 11,868$534K0.42%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,764 shares; 2025Q1: 1,778 shares; 2025Q2: 130 shares; 2025Q3: 1,786 shares 1,786$504K0.39%+1,656Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 723 shares; 2025Q2: 150 shares; 2025Q3: 725 shares 725$484K0.38%+575Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: 1,031 shares 1,031$459K0.36%newTimeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,757 shares; 2025Q1: 14,789 shares; 2025Q2: not reported; 2025Q3: 14,216 shares 14,216$455K0.36%newTimeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,253 shares; 2025Q1: 14,346 shares; 2025Q2: not reported; 2025Q3: 13,887 shares 13,887$444K0.35%newTimeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,227 shares; 2025Q1: 14,363 shares; 2025Q2: not reported; 2025Q3: 13,824 shares 13,824$442K0.35%newTimeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,289 shares; 2025Q1: 13,394 shares; 2025Q2: not reported; 2025Q3: 13,083 shares 13,083$432K0.34%newTimeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,632 shares; 2025Q1: 16,864 shares; 2025Q2: not reported; 2025Q3: 15,981 shares 15,981$416K0.33%newTimeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,651 shares; 2025Q1: 16,003 shares; 2025Q2: not reported; 2025Q3: 15,171 shares 15,171$410K0.32%newTimeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,386 shares; 2025Q1: 16,564 shares; 2025Q2: not reported; 2025Q3: 15,753 shares 15,753$410K0.32%newTimeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,729 shares; 2025Q1: 33,889 shares; 2025Q2: not reported; 2025Q3: 28,559 shares 28,559$400K0.31%newTimeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,220 shares; 2025Q1: 15,615 shares; 2025Q2: not reported; 2025Q3: 14,985 shares 14,985$390K0.31%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: not reported; 2025Q3: 721 shares 721$338K0.26%newTimeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,353 shares; 2025Q1: 29,912 shares; 2025Q2: not reported; 2025Q3: 18,685 shares 18,685$336K0.26%newTimeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,650 shares; 2025Q1: 13,421 shares; 2025Q2: not reported; 2025Q3: 7,539 shares 7,539$332K0.26%newTimeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: not reported; 2025Q3: 11,175 shares 11,175$324K0.25%newTimeline
DFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 128,436 shares; 2025Q2: not reported; 2025Q3: 6,868 shares 6,868$323K0.25%newTimeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,427 shares; 2025Q2: not reported; 2025Q3: 12,203 shares 12,203$317K0.25%newTimeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,905 shares; 2025Q1: 145,503 shares; 2025Q2: not reported; 2025Q3: 6,985 shares 6,985$300K0.24%newTimeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,735 shares; 2025Q1: 27,867 shares; 2025Q2: not reported; 2025Q3: 18,701 shares 18,701$299K0.23%newTimeline
EOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,903 shares; 2025Q1: 9,503 shares; 2025Q2: not reported; 2025Q3: 9,007 shares 9,007$288K0.23%newTimeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,125 shares; 2025Q1: 3,032 shares; 2025Q2: not reported; 2025Q3: 6,728 shares 6,728$276K0.22%newTimeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,237 shares; 2025Q1: 7,828 shares; 2025Q2: not reported; 2025Q3: 7,693 shares 7,693$269K0.21%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,216 shares; 2025Q1: 1,498 shares; 2025Q2: 200 shares; 2025Q3: 1,437 shares 1,437$269K0.21%+1,237Timeline
KOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,612 shares; 2025Q1: 8,168 shares; 2025Q2: not reported; 2025Q3: 7,871 shares 7,871$268K0.21%newTimeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,075 shares; 2025Q1: 6,709 shares; 2025Q2: not reported; 2025Q3: 6,524 shares 6,524$267K0.21%newTimeline
EAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,684 shares; 2025Q1: 9,325 shares; 2025Q2: not reported; 2025Q3: 8,743 shares 8,743$262K0.21%newTimeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,009 shares; 2025Q1: 9,621 shares; 2025Q2: not reported; 2025Q3: 8,995 shares 8,995$261K0.2%newTimeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,003 shares; 2025Q1: 8,517 shares; 2025Q2: not reported; 2025Q3: 8,362 shares 8,362$259K0.2%newTimeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,336 shares; 2025Q1: 8,040 shares; 2025Q2: not reported; 2025Q3: 7,532 shares 7,532$256K0.2%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: not reported; 2025Q3: 473 shares 473$227K0.18%newTimeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,577 shares; 2025Q1: 2,602 shares; 2025Q2: not reported; 2025Q3: 2,649 shares 2,649$220K0.17%newTimeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,255 shares; 2025Q1: 3,825 shares; 2025Q2: not reported; 2025Q3: 3,836 shares 3,836$196K0.15%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,139 shares; 2025Q1: 16,867 shares; 2025Q2: 669 shares; 2025Q3: 2,713 shares 2,713$187K0.15%+2,044Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 898 shares; 2025Q1: 963 shares; 2025Q2: not reported; 2025Q3: 995 shares 995$186K0.15%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 1,952 shares 1,952$183K0.14%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,662 shares; 2025Q1: 1,704 shares; 2025Q2: not reported; 2025Q3: 1,706 shares 1,706$177K0.14%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: not reported; 2025Q3: 796 shares 796$162K0.13%newTimeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,754 shares; 2025Q1: 8,338 shares; 2025Q2: not reported; 2025Q3: 3,877 shares 3,877$155K0.12%newTimeline
OACPUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,598 shares; 2025Q1: 6,353 shares; 2025Q2: not reported; 2025Q3: 6,427 shares 6,427$154K0.12%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 445 shares; 2025Q1: 604 shares; 2025Q2: 1,604 shares; 2025Q3: 560 shares 560$143K0.11%-1,044Timeline
TIMOTHY PLANTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,936 shares; 2025Q1: 4,859 shares; 2025Q2: not reported; 2025Q3: 4,938 shares 4,938$133K0.1%new
TIMOTHY PLANTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,765 shares; 2025Q1: 4,742 shares; 2025Q2: not reported; 2025Q3: 4,661 shares 4,661$131K0.1%new
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,622 shares; 2025Q1: 2,264 shares; 2025Q2: not reported; 2025Q3: 2,882 shares 2,882$127K0.1%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 938 shares; 2025Q1: 948 shares; 2025Q2: not reported; 2025Q3: 968 shares 968$120K0.09%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: not reported; 2025Q3: 357 shares 357$117K0.09%newTimeline
DOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153,503 shares; 2025Q1: 143,042 shares; 2025Q2: not reported; 2025Q3: 2,528 shares 2,528$111K0.09%newTimeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,621 shares; 2025Q1: 2,330 shares; 2025Q2: not reported; 2025Q3: 2,330 shares 2,330$110K0.09%newTimeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 764 shares; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: 759 shares 759$107K0.08%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 139 shares; 2025Q2: 105 shares; 2025Q3: 140 shares 140$103K0.08%+35Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 331 shares; 2025Q2: not reported; 2025Q3: 333 shares 333$102K0.08%newTimeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,574 shares; 2025Q1: 1,582 shares; 2025Q2: 71 shares; 2025Q3: 1,583 shares 1,583$98.1K0.08%+1,512Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: not reported; 2025Q3: 1,625 shares 1,625$97.5K0.08%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: not reported; 2025Q3: 998 shares 998$93.8K0.07%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 429 shares; 2025Q2: 476 shares; 2025Q3: 411 shares 411$90.4K0.07%-65Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,611 shares; 2025Q1: 606 shares; 2025Q2: not reported; 2025Q3: 856 shares 856$89K0.07%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 344 shares; 2025Q2: 6 shares; 2025Q3: 375 shares 375$87K0.07%+369Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,925 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 1,929 shares 1,929$86.8K0.07%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: 89 shares 89$82.4K0.06%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,190 shares; 2025Q1: 802 shares; 2025Q2: not reported; 2025Q3: 1,021 shares 1,021$81.7K0.06%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 454 shares; 2025Q1: 463 shares; 2025Q2: 100 shares; 2025Q3: 457 shares 457$76.8K0.06%+357Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,100 shares; 2025Q1: 4,747 shares; 2025Q2: not reported; 2025Q3: 350 shares 350$76.7K0.06%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 587 shares; 2025Q1: 643 shares; 2025Q2: not reported; 2025Q3: 644 shares 644$76.6K0.06%newTimeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,753 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,457 shares 1,457$75.8K0.06%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,096 shares; 2025Q1: 2,221 shares; 2025Q2: not reported; 2025Q3: 149 shares 149$74.5K0.06%newTimeline
DDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,307 shares; 2025Q1: 139,054 shares; 2025Q2: not reported; 2025Q3: 1,676 shares 1,676$73.7K0.06%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: not reported; 2025Q3: 378 shares 378$73.7K0.06%newTimeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,711 shares; 2025Q1: 25,133 shares; 2025Q2: not reported; 2025Q3: 2,469 shares 2,469$69.1K0.05%newTimeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: 607 shares 607$68.6K0.05%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 416 shares; 2025Q2: 600 shares; 2025Q3: 416 shares 416$67.8K0.05%-184Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,094 shares; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,207 shares 1,207$66.4K0.05%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: 429 shares 429$65.6K0.05%newTimeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: not reported; 2025Q3: 4,034 shares 4,034$64.5K0.05%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,385 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 82 shares 82$63.4K0.05%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: not reported; 2025Q3: 1,066 shares 1,066$62.9K0.05%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: 257 shares 257$62.7K0.05%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,028 shares; 2025Q1: 843 shares; 2025Q2: not reported; 2025Q3: 1,049 shares 1,049$61.9K0.05%newTimeline
BITUPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares 1,146$61.9K0.05%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,176 shares; 2025Q1: 2,137 shares; 2025Q2: not reported; 2025Q3: 1,059 shares 1,059$61.4K0.05%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: not reported; 2025Q3: 91 shares 91$61K0.05%newTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 747 shares; 2025Q1: 749 shares; 2025Q2: not reported; 2025Q3: 753 shares 753$59.5K0.05%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: not reported; 2025Q3: 798 shares 798$59.1K0.05%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: 118 shares 118$58.9K0.05%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: 225 shares 225$57.4K0.04%newTimeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,224 shares; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: 335 shares 335$57.3K0.04%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,282 shares; 2025Q1: 10,381 shares; 2025Q2: not reported; 2025Q3: 592 shares 592$56.2K0.04%newTimeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,736 shares; 2025Q2: not reported; 2025Q3: 1,648 shares 1,648$56K0.04%newTimeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 1,235 shares 1,235$55.6K0.04%newTimeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: not reported; 2025Q3: 988 shares 988$55.3K0.04%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,220 shares; 2025Q1: 2,282 shares; 2025Q2: not reported; 2025Q3: 2,119 shares 2,119$55.1K0.04%newTimeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 772 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: 800 shares 800$54.4K0.04%newTimeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: not reported; 2025Q3: 197 shares 197$54K0.04%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89 shares; 2025Q1: 104 shares; 2025Q2: 375 shares; 2025Q3: 107 shares 107$53.8K0.04%-268Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,385 shares; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 379 shares 379$53.4K0.04%newTimeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,261 shares; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 1,247 shares 1,247$52.4K0.04%newTimeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 540 shares; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: 546 shares 546$51.3K0.04%newTimeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,442 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: 229 shares 229$51.1K0.04%newTimeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224 shares; 2025Q1: 222 shares; 2025Q2: not reported; 2025Q3: 229 shares 229$49.9K0.04%newTimeline
YYYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,535 shares; 2025Q1: 4,104 shares; 2025Q2: not reported; 2025Q3: 4,104 shares 4,104$49.2K0.04%newTimeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 744 shares; 2025Q2: not reported; 2025Q3: 744 shares 744$49.1K0.04%newTimeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: not reported; 2025Q3: 321 shares 321$48.5K0.04%newTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: not reported; 2025Q3: 340 shares 340$47.6K0.04%newTimeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 171 shares; 2025Q2: not reported; 2025Q3: 166 shares 166$47K0.04%newTimeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,499 shares; 2025Q2: not reported; 2025Q3: 147 shares 147$46.5K0.04%newTimeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: not reported; 2025Q3: 859 shares 859$46.4K0.04%newTimeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 507 shares; 2025Q1: 509 shares; 2025Q2: not reported; 2025Q3: 522 shares 522$45.9K0.04%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: 230 shares 230$42.3K0.03%newTimeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,394 shares; 2025Q1: 16,654 shares; 2025Q2: not reported; 2025Q3: 742 shares 742$39.3K0.03%newTimeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 546 shares; 2025Q1: 577 shares; 2025Q2: not reported; 2025Q3: 575 shares 575$39.1K0.03%newTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 303 shares 303$37.6K0.03%newTimeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 255 shares; 2025Q1: 262 shares; 2025Q2: not reported; 2025Q3: 262 shares 262$35.9K0.03%newTimeline
HYGVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,056 shares; 2025Q1: 818 shares; 2025Q2: not reported; 2025Q3: 818 shares 818$34.4K0.03%newTimeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: not reported; 2025Q3: 484 shares 484$33.9K0.03%newTimeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 122 shares; 2025Q2: not reported; 2025Q3: 122 shares 122$33.4K0.03%newTimeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 35 shares 35$29K0.02%newTimeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,138 shares; 2025Q1: 1,134 shares; 2025Q2: not reported; 2025Q3: 1,205 shares 1,205$28.9K0.02%newTimeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: not reported; 2025Q3: 178 shares 178$28.8K0.02%newTimeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: 98 shares 98$28.1K0.02%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 89 shares; 2025Q2: 500 shares; 2025Q3: 89 shares 89$28.1K0.02%-411Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 269 shares; 2025Q1: 278 shares; 2025Q2: 14,837 shares; 2025Q3: 332 shares 332$27.9K0.02%-14,505Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: 381 shares 381$27.8K0.02%newTimeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: 295 shares 295$27.1K0.02%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224 shares; 2025Q1: 222 shares; 2025Q2: not reported; 2025Q3: 219 shares 219$26.5K0.02%newTimeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316 shares; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: 315 shares 315$26.5K0.02%newTimeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: 386 shares 386$26.2K0.02%newTimeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 386 shares; 2025Q2: not reported; 2025Q3: 384 shares 384$25K0.02%newTimeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 478 shares; 2025Q2: not reported; 2025Q3: 469 shares 469$23.9K0.02%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 121 shares; 2025Q2: 200 shares; 2025Q3: 122 shares 122$23.5K0.02%-78Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 210 shares 210$22.3K0.02%newTimeline
SLONPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares 415$21.6K0.02%newTimeline
ETHTPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares 233$21.2K0.02%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: 296 shares 296$20.7K0.02%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 95 shares 95$20.5K0.02%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 426 shares; 2025Q1: 428 shares; 2025Q2: not reported; 2025Q3: 404 shares 404$20.2K0.02%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 25 shares 25$19.1K0.01%newTimeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: not reported; 2025Q3: 480 shares 480$18.2K0.01%newTimeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 714 shares; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: 708 shares 708$17.7K0.01%newTimeline
UXRPPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares 597$17.3K0.01%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 50 shares; 2025Q2: 113 shares; 2025Q3: 50 shares 50$17.1K0.01%-63Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$16.8K0.01%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 26 shares; 2025Q2: 79 shares; 2025Q3: 29 shares 29$16.5K0.01%-50Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 68 shares 68$16.5K0.01%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,185 shares; 2025Q1: 1,225 shares; 2025Q2: 200 shares; 2025Q3: 1,227 shares 1,227$14.7K0.01%+1,027Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares 277$14.7K0.01%newTimeline
FJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares 265$14.6K0.01%newTimeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares 280$14.6K0.01%newTimeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares 330$14.5K0.01%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: 75 shares 75$13.7K0.01%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: 93 shares 93$13.5K0.01%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$12.9K0.01%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares 247$12.8K0.01%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: 450 shares; 2025Q3: 31 shares 31$12.6K0.01%-419Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 903 shares; 2025Q1: 902 shares; 2025Q2: not reported; 2025Q3: 887 shares 887$12.4K0.01%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 40 shares; 2025Q3: 125 shares 125$12K0.01%+85Timeline
AMNAMN HEALTHCARE SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 552 shares; 2025Q1: 570 shares; 2025Q2: not reported; 2025Q3: 600 shares 600$12K0.01%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 15 shares 15$11.2K0.01%newTimeline
JJSFJ & J SNACK FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 115 shares 115$11.2K0.01%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$10.8K0.01%newTimeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,085 shares; 2025Q1: 15,219 shares; 2025Q2: 269 shares; 2025Q3: 162 shares 162$10.2K0.01%-107Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 92 shares 92$9.94K0.01%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 116 shares 116$9.74K0.01%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 60 shares; 2025Q2: 368 shares; 2025Q3: 61 shares 61$9.52K0.01%-307Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 90 shares 90$9.45K0.01%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 30 shares 30$9.03K0.01%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 29 shares; 2025Q2: 2 shares; 2025Q3: 26 shares 26$9K0.01%+24Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 130 shares; 2025Q2: 613 shares; 2025Q3: 131 shares 131$8.78K0.01%-482Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 11 shares 11$8.77K0.01%newTimeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 30 shares 30$8.64K0.01%newTimeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$8.58K0.01%newTimeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 79 shares 79$8.22K0.01%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: 6 shares; 2025Q3: 17 shares 17$8.13K0.01%+11Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 55 shares 55$8.03K0.01%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: 49 shares 49$7.94K0.01%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 58 shares; 2025Q2: 15,500 shares; 2025Q3: 81 shares 81$7.94K0.01%-15,419Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 45 shares; 2025Q2: 562 shares; 2025Q3: 46 shares 46$7.73K0.01%-516Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: 95 shares 95$7.7K0.01%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 27 shares; 2025Q2: 92 shares; 2025Q3: 26 shares 26$7.36K0.01%-66Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: 23 shares 23$6.99K0.01%newTimeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 42 shares; 2025Q2: 470 shares; 2025Q3: 43 shares 43$6.84K0.01%-427Timeline
REIRING ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,365 shares; 2025Q1: 3,365 shares; 2025Q2: not reported; 2025Q3: 3,365 shares 3,365$6.73K0.01%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146 shares; 2025Q1: 222 shares; 2025Q2: 1,300 shares; 2025Q3: 226 shares 226$6.55K0.01%-1,074Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,823 shares; 2025Q1: 11,400 shares; 2025Q2: not reported; 2025Q3: 76 shares 76$6.46K0.01%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 56 shares 56$6.44K0.01%newTimeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 103 shares 103$6.39K<0.01%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 13 shares 13$6.38K<0.01%newTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$6.27K<0.01%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 61 shares 61$6.22K<0.01%newTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$6.15K<0.01%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 44 shares 44$6.12K<0.01%newTimeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$6.07K<0.01%newTimeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$5.83K<0.01%newTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: 42 shares 42$5.63K<0.01%newTimeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 225 shares 225$5.62K<0.01%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 20 shares 20$5.44K<0.01%newTimeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,398 shares; 2025Q1: 7,032 shares; 2025Q2: not reported; 2025Q3: 39 shares 39$5.42K<0.01%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 197 shares 197$5.32K<0.01%newTimeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,826 shares; 2025Q2: not reported; 2025Q3: 241 shares 241$5.3K<0.01%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares 35$5.29K<0.01%newTimeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 91 shares 91$5K<0.01%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 52 shares 52$4.99K<0.01%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$4.92K<0.01%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 56 shares; 2025Q2: 200 shares; 2025Q3: 57 shares 57$4.84K<0.01%-143Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 43 shares 43$4.69K<0.01%newTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 26 shares 26$4.65K<0.01%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 60 shares 60$4.56K<0.01%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares 23$4.51K<0.01%newTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 12 shares; 2025Q2: 300 shares; 2025Q3: 21 shares 21$4.47K<0.01%-279Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares 18$4.45K<0.01%newTimeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: not reported; 2025Q3: 102 shares 102$4.39K<0.01%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 13 shares 13$4.33K<0.01%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$4.32K<0.01%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: 143 shares 143$4.29K<0.01%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 125 shares; 2025Q2: 200 shares; 2025Q3: 125 shares 125$4.25K<0.01%-75Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: 43 shares 43$4.21K<0.01%newTimeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 108 shares 108$4.21K<0.01%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 17 shares 17$4.18K<0.01%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$4.18K<0.01%newTimeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 181 shares 181$4.16K<0.01%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 18 shares 18$3.87K<0.01%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 35 shares; 2025Q2: 200 shares; 2025Q3: 23 shares 23$3.84K<0.01%-177Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 13 shares 13$3.82K<0.01%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 11 shares 11$3.72K<0.01%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 18 shares 18$3.69K<0.01%newTimeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: 336 shares; 2025Q3: 8 shares 8$3.66K<0.01%-328Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 15 shares 15$3.6K<0.01%newTimeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 38 shares 38$3.42K<0.01%newTimeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares 15$3.38K<0.01%newTimeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 16 shares 16$3.26K<0.01%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 34 shares 34$3.23K<0.01%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$3.19K<0.01%newTimeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$3.16K<0.01%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 25 shares; 2025Q2: 100 shares; 2025Q3: 25 shares 25$3.1K<0.01%-75Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: 121,083 shares; 2025Q3: 123 shares 123$3.08K<0.01%-120,960Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 749 shares; 2025Q3: 9 shares 9$3.07K<0.01%-740Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,900 shares; 2025Q1: 8,896 shares; 2025Q2: not reported; 2025Q3: 59 shares 59$3.07K<0.01%newTimeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$3.05K<0.01%newTimeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: 40 shares 40$3.04K<0.01%newTimeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 21 shares 21$3.02K<0.01%newTimeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$2.99K<0.01%newTimeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$2.96K<0.01%newTimeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 36 shares 36$2.95K<0.01%newTimeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 15 shares 15$2.9K<0.01%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 17 shares; 2025Q2: 100 shares; 2025Q3: 17 shares 17$2.87K<0.01%-83Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 71 shares 71$2.84K<0.01%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 100 shares; 2025Q3: 18 shares 18$2.81K<0.01%-82Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$2.79K<0.01%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$2.78K<0.01%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$2.71K<0.01%newTimeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 11 shares 11$2.6K<0.01%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 10 shares 10$2.59K<0.01%newTimeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 21 shares 21$2.56K<0.01%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: 133 shares; 2025Q3: 13 shares 13$2.56K<0.01%-120Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 31 shares 31$2.54K<0.01%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$2.49K<0.01%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$2.46K<0.01%newTimeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 480 shares; 2025Q1: 565 shares; 2025Q2: not reported; 2025Q3: 129 shares 129$2.45K<0.01%newTimeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 26 shares 26$2.44K<0.01%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$2.42K<0.01%newTimeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: 67 shares 67$2.41K<0.01%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$2.41K<0.01%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 1,000 shares; 2025Q3: 8 shares 8$2.41K<0.01%-992Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not reported; 2025Q3: 51 shares 51$2.4K<0.01%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$2.38K<0.01%newTimeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: 256 shares; 2025Q3: 18 shares 18$2.38K<0.01%-238Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 10 shares 10$2.37K<0.01%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 37 shares; 2025Q2: 90 shares; 2025Q3: 37 shares 37$2.37K<0.01%-53Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$2.34K<0.01%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 23 shares; 2025Q2: 1,000 shares; 2025Q3: 28 shares 28$2.32K<0.01%-972Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$2.31K<0.01%newTimeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 122 shares; 2025Q3: 5 shares 5$2.29K<0.01%-117Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 11 shares 11$2.27K<0.01%newTimeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares 4$2.26K<0.01%newTimeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares 7$2.26K<0.01%newTimeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 28 shares; 2025Q3: 8 shares 8$2.24K<0.01%-20Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$2.23K<0.01%newTimeline
QBFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares 79$2.21K<0.01%newTimeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: 94 shares 94$2.16K<0.01%newTimeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 32 shares 32$2.05K<0.01%newTimeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 15 shares 15$2.02K<0.01%newTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 17 shares 17$2.02K<0.01%newTimeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$1.99K<0.01%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 25 shares 25$1.98K<0.01%newTimeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 89 shares 89$1.96K<0.01%newTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 17 shares 17$1.92K<0.01%newTimeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$1.92K<0.01%newTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$1.91K<0.01%newTimeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$1.91K<0.01%newTimeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 41 shares; 2025Q2: 4,299 shares; 2025Q3: 41 shares 41$1.89K<0.01%-4,258Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$1.88K<0.01%newTimeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: 2,167 shares; 2025Q3: 22 shares 22$1.87K<0.01%-2,145Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$1.86K<0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$1.8K<0.01%newTimeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 68 shares 68$1.77K<0.01%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$1.75K<0.01%newTimeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$1.73K<0.01%newTimeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 15 shares 15$1.73K<0.01%newTimeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$1.69K<0.01%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 23 shares 23$1.68K<0.01%newTimeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 300 shares; 2025Q3: 18 shares 18$1.64K<0.01%-282Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$1.61K<0.01%newTimeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$1.57K<0.01%newTimeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1.56K<0.01%newTimeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1.55K<0.01%newTimeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 31 shares 31$1.55K<0.01%newTimeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$1.51K<0.01%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1.5K<0.01%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares 1$1.5K<0.01%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1.49K<0.01%newTimeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 19 shares 19$1.48K<0.01%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: 37 shares 37$1.48K<0.01%newTimeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$1.46K<0.01%newTimeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 32 shares 32$1.44K<0.01%newTimeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: 31 shares 31$1.43K<0.01%newTimeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$1.4K<0.01%newTimeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$1.4K<0.01%newTimeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$1.4K<0.01%newTimeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$1.38K<0.01%newTimeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 17 shares 17$1.38K<0.01%newTimeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 20 shares 20$1.36K<0.01%newTimeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1.34K<0.01%newTimeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: 150 shares; 2025Q3: 16 shares 16$1.33K<0.01%-134Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$1.32K<0.01%newTimeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$1.32K<0.01%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 600 shares; 2025Q3: 5 shares 5$1.3K<0.01%-595Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$1.26K<0.01%newTimeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$1.26K<0.01%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares 16$1.25K<0.01%newTimeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$1.23K<0.01%newTimeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$1.23K<0.01%newTimeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares 18$1.22K<0.01%newTimeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 26 shares 26$1.22K<0.01%newTimeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$1.22K<0.01%newTimeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$1.21K<0.01%newTimeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$1.17K<0.01%newTimeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: 250 shares; 2025Q3: 12 shares 12$1.16K<0.01%-238Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$1.14K<0.01%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 200 shares; 2025Q3: 8 shares 8$1.14K<0.01%-192Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 18 shares 18$1.12K<0.01%newTimeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$1.09K<0.01%newTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$1.09K<0.01%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$1.09K<0.01%newTimeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 97 shares; 2025Q3: 5 shares 5$1.07K<0.01%-92Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 11 shares 11$1.07K<0.01%newTimeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 17 shares 17$1.04K<0.01%newTimeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$1.02K<0.01%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 12 shares 12$1.02K<0.01%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1.01K<0.01%newTimeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$1K<0.01%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$984<0.01%newTimeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 16 shares; 2025Q3: 49 shares 49$980<0.01%+33Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares 16$960<0.01%newTimeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$956<0.01%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$953<0.01%newTimeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$952<0.01%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$948<0.01%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 19 shares 19$931<0.01%newTimeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 30 shares 30$930<0.01%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$920<0.01%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 15 shares 15$915<0.01%newTimeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares 16$912<0.01%newTimeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$909<0.01%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$882<0.01%newTimeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$852<0.01%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares 8$840<0.01%newTimeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$840<0.01%newTimeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$840<0.01%newTimeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$801<0.01%newTimeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$795<0.01%newTimeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 17 shares 17$782<0.01%newTimeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 10 shares 10$770<0.01%newTimeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$764<0.01%newTimeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$740<0.01%newTimeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$735<0.01%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares 1$718<0.01%newTimeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$707<0.01%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$706<0.01%newTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares 41$697<0.01%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$690<0.01%newTimeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$684<0.01%newTimeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$666<0.01%newTimeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$666<0.01%newTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$665<0.01%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$648<0.01%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$630<0.01%newTimeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$623<0.01%newTimeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$563<0.01%newTimeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$562<0.01%newTimeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$556<0.01%newTimeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 10 shares 10$540<0.01%newTimeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$539<0.01%newTimeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$535<0.01%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$534<0.01%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 13 shares 13$533<0.01%newTimeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$532<0.01%newTimeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares 1$530<0.01%newTimeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$525<0.01%newTimeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$519<0.01%newTimeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$508<0.01%newTimeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$504<0.01%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$494<0.01%newTimeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$492<0.01%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$487<0.01%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$486<0.01%newTimeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 61 shares; 2025Q2: 2,480 shares; 2025Q3: 16 shares 16$464<0.01%-2,464Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$454<0.01%newTimeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$448<0.01%newTimeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$432<0.01%newTimeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$428<0.01%newTimeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares 5$425<0.01%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 1 shares 1$423<0.01%newTimeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$423<0.01%newTimeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$420<0.01%newTimeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$418<0.01%newTimeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 6 shares 6$408<0.01%newTimeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$406<0.01%newTimeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$404<0.01%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$385<0.01%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$384<0.01%newTimeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 2 shares 2$376<0.01%newTimeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$368<0.01%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 362 shares; 2025Q3: 6 shares 6$360<0.01%-356Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 10 shares 10$350<0.01%newTimeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 18 shares 18$342<0.01%newTimeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 9 shares 9$324<0.01%newTimeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares 1$323<0.01%newTimeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares 3$321<0.01%newTimeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares 2$320<0.01%newTimeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: 137 shares; 2025Q3: 3 shares 3$306<0.01%-134Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares 4$304<0.01%newTimeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 7 shares 7$301<0.01%newTimeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares 14$294<0.01%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
IBITISHARES BITCOIN TRUST ETF SHSprincipal314$20.4Knew

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FPIFARMLAND PARTNERS INC1,145,016$13.2Mshares
PHYSSPROTT ASSET MANAGEMENT LP371,431$9.42Mshares
OUNZVANECK MERK GOLD ETF288,706$9.21Mshares
COWZPACER FDS TR165,165$9.1Mshares
PSLVSPROTT ASSET MANAGEMENT LP530,399$6.49Mshares
UROYURANIUM RTY CORP2,441,702$6.1Mshares
JAAAJANUS DETROIT STR TR115,922$5.88Mshares
AEMAGNICO EAGLE MINES LTD38,051$4.53Mshares
FLBRFRANKLIN TEMPLETON ETF TR219,323$3.94Mshares
FLJPFRANKLIN TEMPLETON ETF TR119,965$3.86Mshares
JOEST JOE CO80,493$3.84Mshares
AGIALAMOS GOLD INC112,645$2.99Mshares
KRPKIMBELL RTY PARTNERS LP208,132$2.91Mshares
DFGRDIMENSIONAL ETF TRUST107,952$2.9Mshares
FLINFRANKLIN TEMPLETON ETF TR72,405$2.88Mshares
SCHDSCHWAB STRATEGIC TR108,084$2.86Mshares
LANDGLADSTONE LD CORP259,580$2.64Mshares
IDRVISHARES TR85,015$2.6Mshares
AVDEAMERICAN CENTY ETF TR34,354$2.54Mshares
OKLOOKLO INC40,865$2.29Mshares
EXEEXPAND ENERGY CORPORATION19,444$2.27Mshares
ALCOALICO INC50,202$1.64Mshares
RRCRANGE RES CORP39,596$1.61Mshares
EPOLISHARES TR47,080$1.52Mshares
DOCHEALTHPEAK PROPERTIES INC79,270$1.39Mshares
RIORIO TINTO PLC22,166$1.29Mshares
RYNRAYONIER INC56,820$1.26Mshares
AUBATLANTIC UN BANKSHARES CORP35,881$1.12Mshares
NXENEXGEN ENERGY LTD143,635$997Kshares
EUENCORE ENERGY CORP287,590$823Kshares
CEFSPROTT ASSET MANAGEMENT LP26,042$784Kshares
DNNDENISON MINES CORP340,913$620Kshares
TRCTEJON RANCH CO34,219$580Kshares
URNMSPROTT FDS TR8,668$415Kshares
DEMZADVISORS INNER CIRCLE FD III10,400$405Kshares
GDXVANECK ETF TRUST7,314$381Kshares
INNVINNOVAGE HLDG CORP100,000$369Kshares
VOOVANGUARD INDEX FDS555$315Kshares
GDXJVANECK ETF TRUST3,819$258Kshares
UBSIUNITED BANKSHARES INC WEST V6,500$237Kshares
SLVPISHARES INC12,905$230Kshares
VIGVANGUARD SPECIALIZED FUNDS1,013$207Kshares
BCICBCP INVESTMENT CORPORATION16,060$201Kshares
TCAFT ROWE PRICE EXCHANGE-TRADED3,450$122Kshares
IYHISHARES TR1,940$110Kshares
BMYBRISTOL-MYERS SQUIBB CO2,312$107Kshares
FFIVF5 INC300$88.3Kshares
DVYISHARES TR633$84.1Kshares
NSPINSPERITY INC1,200$72.1Kshares
IAUISHARES GOLD TR1,000$62.4Kshares
GLDSPDR GOLD TR170$51.8Kshares
FYTFIRST TR EXCHANGE-TRADED ALP1,000$50.4Kshares
FVDFIRST TR EXCHANGE-TRADED FD1,016$45.4Kshares
SDVYFIRST TR EXCHANGE TRADED FD1,200$42.3Kshares
CIBRFIRST TR EXCHANGE-TRADED FD502$37.9Kshares
MFCMANULIFE FINL CORP1,182$37.8Kshares
ESPOVANECK ETF TRUST300$32.9Kshares
NFJVIRTUS DIVIDEND INTEREST & P2,600$32.2Kshares
AMPAMERIPRISE FINL INC60$32Kshares
EPDENTERPRISE PRODS PARTNERS L896$27.8Kshares
DXJWISDOMTREE TR231$26.4Kshares
FTCSFIRST TR EXCHANGE-TRADED FD200$18.2Kshares
QQQINVESCO QQQ TR28$15.4Kshares
PCHPOTLATCHDELTIC CORP400$15.3Kshares
ARCCARES CAPITAL CORP599$13.2Kshares
FBINFORTUNE BRANDS INNOVATIONS I200$10.3Kshares
TPVGTRIPLEPOINT VENTURE GROWTH B1,400$9.81Kshares
TPLTEXAS PACIFIC LAND CORPORATI9$9.51Kshares
ROBTFIRST TR EXCHANGE TRADED FD152$7.34Kshares
ENBENBRIDGE INC147$6.66Kshares
ALMUAELUMA INC400$6.55Kshares
VHTVANGUARD WORLD FD25$6.21Kshares
VALEVALE S A500$4.86Kshares
ASTSAST SPACEMOBILE INC100$4.67Kshares
ALTALTIMMUNE INC1,000$3.87Kshares
FISFIDELITY NATL INFORMATION SV41$3.34Kshares
BATRAATLANTA BRAVES HLDGS INC65$3.2Kshares
SMRNUSCALE PWR CORP80$3.17Kshares
STLASTELLANTIS N.V300$3.01Kshares
MBCMASTERBRAND INC200$2.19Kshares
GRIDFIRST TR EXCHANGE-TRADED FD15$2.09Kshares
PJTPJT PARTNERS INC7$1.16Kshares
SHOPSHOPIFY INC10$1.15Kshares
LUNRINTUITIVE MACHINES INC100$1.09Kshares
XTISHARES TR15$979shares
HPQHP INC31$759shares
NGDNEW GOLD INC100$495shares
HOGHARLEY DAVIDSON INC4$94shares
PIIPOLARIS INC1$41shares
FUNSIX FLAGS ENTERTAINMENT CORP1$30shares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002079687-25-000005 base2025-11-04acceptance time not in the bulk data set