Skip to content

WINNACLE WEALTH LLC

Follow

13F filer, CIK 2079687, WACO, TX

WINNACLE WEALTH LLC reported $135,366,628 across 589 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 41.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002079687-26-000002

Period
2025-12-31
Reported value
$135M
Holdings
589
Top 10 weight
41.05%
New
91
Sold out
75

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGOVnew+107,026$10.8M
DSEPadded+121,280$5.46M
DOCTadded+119,465$5.38M
DNOVadded+104,192$5.11M
IFLRnew+26,105$1.33M

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
DJUNreduced-121,520-$5.83M
DAPRreduced-142,831-$5.71M
DAUGreduced-123,759-$5.57M
XOMreduced-12,687-$1.54M
CNCreduced-29,064-$1.22M

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, Q4 2025

Share positions as resolved from 13F-HR 0002079687-26-000002, largest first. % of portfolio is the value over $135,366,628, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,026 shares 107,026$10.8M7.99%newTimeline
SFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,087 shares; 2025Q1: 239,612 shares; 2025Q2: not reported; 2025Q3: 252,765 shares; 2025Q4: 261,279 shares 261,279$9.67M7.14%+8,514Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143,916 shares; 2025Q1: 2,750 shares; 2025Q2: not reported; 2025Q3: 124,116 shares; 2025Q4: 116,203 shares 116,203$5.58M4.12%-7,913Timeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 1,235 shares; 2025Q4: 122,515 shares 122,515$5.51M4.07%+121,280Timeline
DOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153,503 shares; 2025Q1: 143,042 shares; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 121,993 shares 121,993$5.49M4.06%+119,465Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,621 shares; 2025Q1: 2,330 shares; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 106,522 shares 106,522$5.22M3.86%+104,192Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 139,622 shares; 2025Q2: not reported; 2025Q3: 158,327 shares; 2025Q4: 149,021 shares 149,021$5.07M3.74%-9,306Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,097 shares; 2025Q2: not reported; 2025Q3: 74,813 shares; 2025Q4: 96,636 shares 96,636$3.38M2.5%+21,823Timeline
RFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 66,408 shares; 2025Q2: not reported; 2025Q3: 88,271 shares; 2025Q4: 114,981 shares 114,981$3.33M2.46%+26,710Timeline
GLDICREDIT SUISSE NASSAU BRANCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,447 shares; 2025Q1: 8,222 shares; 2025Q2: not reported; 2025Q3: 9,459 shares; 2025Q4: 8,644 shares 8,644$1.5M1.11%-815Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,822 shares; 2025Q1: 24,875 shares; 2025Q2: not reported; 2025Q3: 24,943 shares; 2025Q4: 12,256 shares 12,256$1.48M1.1%-12,687Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,545 shares; 2025Q2: not reported; 2025Q3: 19,201 shares; 2025Q4: 26,309 shares 26,309$1.39M1.03%+7,108Timeline
IFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,105 shares 26,105$1.33M0.98%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,499 shares; 2025Q1: 18,711 shares; 2025Q2: not reported; 2025Q3: 19,342 shares; 2025Q4: 17,294 shares 17,294$1.28M0.95%-2,048Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,778 shares; 2025Q2: not reported; 2025Q3: 21,460 shares; 2025Q4: 22,046 shares 22,046$1.17M0.86%+586Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,215 shares; 2025Q1: 9,903 shares; 2025Q2: not reported; 2025Q3: 10,471 shares; 2025Q4: 9,104 shares 9,104$1.12M0.83%-1,367Timeline
YMAXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 66,751 shares; 2025Q2: not reported; 2025Q3: 91,620 shares; 2025Q4: 110,928 shares 110,928$1.11M0.82%+19,308Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,216 shares; 2025Q1: 1,498 shares; 2025Q2: 200 shares; 2025Q3: 1,437 shares; 2025Q4: 5,919 shares 5,919$1.11M0.82%+4,482Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,154 shares; 2025Q1: 9,091 shares; 2025Q2: 1,934 shares; 2025Q3: 9,174 shares; 2025Q4: 5,347 shares 5,347$1.11M0.82%-3,827Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,438 shares; 2025Q1: 4,245 shares; 2025Q2: 10 shares; 2025Q3: 4,343 shares; 2025Q4: 4,001 shares 4,001$1.1M0.81%-342Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,887 shares; 2025Q1: 5,006 shares; 2025Q2: not reported; 2025Q3: 4,884 shares; 2025Q4: 4,359 shares 4,359$1.09M0.81%-525Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,254 shares; 2025Q1: 5,163 shares; 2025Q2: 1,250 shares; 2025Q3: 4,847 shares; 2025Q4: 3,494 shares 3,494$1.09M0.81%-1,353Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 20,640 shares; 2025Q2: not reported; 2025Q3: 21,453 shares; 2025Q4: 20,199 shares 20,199$1.09M0.81%-1,254Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 454 shares; 2025Q1: 463 shares; 2025Q2: 100 shares; 2025Q3: 457 shares; 2025Q4: 3,767 shares 3,767$1.08M0.8%+3,310Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,049 shares; 2025Q1: 3,096 shares; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 3,108 shares 3,108$1.07M0.79%-287Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,933 shares; 2025Q1: 19,001 shares; 2025Q2: 600 shares; 2025Q3: 18,029 shares; 2025Q4: 18,422 shares 18,422$1.07M0.79%+393Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,392 shares; 2025Q1: 10,748 shares; 2025Q2: 563 shares; 2025Q3: 12,654 shares; 2025Q4: 10,028 shares 10,028$1.06M0.79%-2,626Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,816 shares; 2025Q1: 1,006 shares; 2025Q2: not reported; 2025Q3: 30,037 shares; 2025Q4: 34,983 shares 34,983$1.05M0.78%+4,946Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,231 shares; 2025Q2: not reported; 2025Q3: 60,334 shares; 2025Q4: 47,409 shares 47,409$1.04M0.77%-12,925Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 55,684 shares; 2025Q4: 57,782 shares 57,782$1.04M0.77%+2,098Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,745 shares; 2025Q1: 2,556 shares; 2025Q2: not reported; 2025Q3: 1,969 shares; 2025Q4: 1,534 shares 1,534$1.03M0.76%-435Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,306 shares; 2025Q1: 23,869 shares; 2025Q2: 777 shares; 2025Q3: 25,337 shares; 2025Q4: 25,186 shares 25,186$1.03M0.76%-151Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 7,827 shares; 2025Q4: 9,907 shares 9,907$1.03M0.76%+2,080Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,861 shares; 2025Q1: 2,229 shares; 2025Q2: 678 shares; 2025Q3: 2,113 shares; 2025Q4: 2,124 shares 2,124$1.03M0.76%+11Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 38,540 shares; 2025Q4: 40,957 shares 40,957$1.02M0.76%+2,417Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,117 shares; 2025Q1: 21,450 shares; 2025Q2: not reported; 2025Q3: 18,239 shares; 2025Q4: 16,648 shares 16,648$1.02M0.75%-1,591Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,353 shares; 2025Q1: 11,275 shares; 2025Q2: 260 shares; 2025Q3: 12,731 shares; 2025Q4: 12,541 shares 12,541$1M0.74%-190Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,208 shares; 2025Q1: 12,570 shares; 2025Q2: not reported; 2025Q3: 12,717 shares; 2025Q4: 12,737 shares 12,737$993K0.73%+20Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,301 shares; 2025Q1: 4,655 shares; 2025Q2: not reported; 2025Q3: 3,751 shares; 2025Q4: 2,861 shares 2,861$993K0.73%-890Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,838 shares; 2025Q1: 30,440 shares; 2025Q2: not reported; 2025Q3: 31,516 shares; 2025Q4: 33,936 shares 33,936$984K0.73%+2,420Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,343 shares; 2025Q1: 7,736 shares; 2025Q2: not reported; 2025Q3: 8,537 shares; 2025Q4: 9,193 shares 9,193$974K0.72%+656Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,347 shares 5,347$973K0.72%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares 1,972$962K0.71%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,569 shares 3,569$960K0.71%newTimeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,644 shares; 2025Q2: not reported; 2025Q3: 46,988 shares; 2025Q4: 35,367 shares 35,367$955K0.71%-11,621Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,960 shares; 2025Q1: 9,188 shares; 2025Q2: 100 shares; 2025Q3: 9,435 shares; 2025Q4: 9,248 shares 9,248$953K0.7%-187Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 5,374 shares; 2025Q2: 461 shares; 2025Q3: 6,407 shares; 2025Q4: 6,611 shares 6,611$952K0.7%+204Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,788 shares; 2025Q1: 15,842 shares; 2025Q2: not reported; 2025Q3: 21,042 shares; 2025Q4: 20,188 shares 20,188$949K0.7%-854Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 3,772 shares; 2025Q4: 3,809 shares 3,809$941K0.7%+37Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 6,605 shares; 2025Q2: not reported; 2025Q3: 5,532 shares; 2025Q4: 4,726 shares 4,726$940K0.69%-806Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,920 shares; 2025Q1: 7,029 shares; 2025Q2: 207 shares; 2025Q3: 8,264 shares; 2025Q4: 9,307 shares 9,307$940K0.69%+1,043Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,209 shares; 2025Q1: 10,823 shares; 2025Q2: not reported; 2025Q3: 11,154 shares; 2025Q4: 10,692 shares 10,692$930K0.69%-462Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,685 shares; 2025Q1: 6,244 shares; 2025Q2: 10,645 shares; 2025Q3: 6,756 shares; 2025Q4: 6,455 shares 6,455$930K0.69%-301Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,515 shares; 2025Q1: 8,048 shares; 2025Q2: not reported; 2025Q3: 9,887 shares; 2025Q4: 10,441 shares 10,441$929K0.69%+554Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,204 shares; 2025Q4: 21,108 shares 21,108$929K0.69%-3,096Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,192 shares; 2025Q1: 1,333 shares; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: 1,018 shares 1,018$923K0.68%-98Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410 shares; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 7,846 shares; 2025Q4: 7,804 shares 7,804$921K0.68%-42Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,864 shares; 2025Q4: 2,588 shares 2,588$916K0.68%-276Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,361 shares; 2025Q1: 6,697 shares; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 6,262 shares 6,262$889K0.66%-548Timeline
ACIIINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,010 shares 34,010$884K0.65%newTimeline
ACEIINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,077 shares 35,077$877K0.65%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,557 shares; 2025Q1: 4,384 shares; 2025Q2: not reported; 2025Q3: 4,833 shares; 2025Q4: 4,726 shares 4,726$874K0.65%-107Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,645 shares; 2025Q1: 3,024 shares; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 3,067 shares 3,067$874K0.65%+278Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 37,963 shares 37,963$873K0.65%+37,949Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,340 shares; 2025Q4: 25,337 shares 25,337$861K0.64%+2,997Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,008 shares; 2025Q1: 2,352 shares; 2025Q2: 20 shares; 2025Q3: 3,499 shares; 2025Q4: 4,114 shares 4,114$860K0.64%+615Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,892 shares; 2025Q2: not reported; 2025Q3: 41,408 shares; 2025Q4: 41,376 shares 41,376$828K0.61%-32Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 53 shares; 2025Q2: 115 shares; 2025Q3: 6,611 shares; 2025Q4: 6,374 shares 6,374$803K0.59%-237Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 24,703 shares; 2025Q4: 29,644 shares 29,644$771K0.57%+4,941Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,302 shares; 2025Q4: 22,282 shares 22,282$735K0.54%+980Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,569 shares; 2025Q1: 11,814 shares; 2025Q2: not reported; 2025Q3: 20,169 shares; 2025Q4: 18,233 shares 18,233$729K0.54%-1,936Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,537 shares 1,537$692K0.51%+506Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,899 shares; 2025Q1: 10,407 shares; 2025Q2: not reported; 2025Q3: 21,114 shares; 2025Q4: 19,454 shares 19,454$623K0.46%-1,660Timeline
DMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,916 shares; 2025Q1: 2,828 shares; 2025Q2: not reported; 2025Q3: 11,868 shares; 2025Q4: 11,499 shares 11,499$529K0.39%-369Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,100 shares 25,100$527K0.39%newTimeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,729 shares; 2025Q1: 33,889 shares; 2025Q2: not reported; 2025Q3: 28,559 shares; 2025Q4: 29,138 shares 29,138$408K0.3%+579Timeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,227 shares; 2025Q1: 14,363 shares; 2025Q2: not reported; 2025Q3: 13,824 shares; 2025Q4: 11,861 shares 11,861$391K0.29%-1,963Timeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,757 shares; 2025Q1: 14,789 shares; 2025Q2: not reported; 2025Q3: 14,216 shares; 2025Q4: 12,214 shares 12,214$391K0.29%-2,002Timeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,253 shares; 2025Q1: 14,346 shares; 2025Q2: not reported; 2025Q3: 13,887 shares; 2025Q4: 11,977 shares 11,977$383K0.28%-1,910Timeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,632 shares; 2025Q1: 16,864 shares; 2025Q2: not reported; 2025Q3: 15,981 shares; 2025Q4: 13,987 shares 13,987$378K0.28%-1,994Timeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,289 shares; 2025Q1: 13,394 shares; 2025Q2: not reported; 2025Q3: 13,083 shares; 2025Q4: 11,384 shares 11,384$376K0.28%-1,699Timeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,651 shares; 2025Q1: 16,003 shares; 2025Q2: not reported; 2025Q3: 15,171 shares; 2025Q4: 13,333 shares 13,333$373K0.28%-1,838Timeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,386 shares; 2025Q1: 16,564 shares; 2025Q2: not reported; 2025Q3: 15,753 shares; 2025Q4: 13,879 shares 13,879$361K0.27%-1,874Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,220 shares; 2025Q1: 15,615 shares; 2025Q2: not reported; 2025Q3: 14,985 shares; 2025Q4: 13,216 shares 13,216$357K0.26%-1,769Timeline
DFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 128,436 shares; 2025Q2: not reported; 2025Q3: 6,868 shares; 2025Q4: 6,767 shares 6,767$325K0.24%-101Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,180 shares 6,180$309K0.23%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,764 shares; 2025Q1: 1,778 shares; 2025Q2: 130 shares; 2025Q3: 1,786 shares; 2025Q4: 1,571 shares 1,571$306K0.23%-215Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,905 shares; 2025Q1: 145,503 shares; 2025Q2: not reported; 2025Q3: 6,985 shares; 2025Q4: 6,916 shares 6,916$304K0.22%-69Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: not reported; 2025Q3: 11,175 shares; 2025Q4: 10,019 shares 10,019$301K0.22%-1,156Timeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,427 shares; 2025Q2: not reported; 2025Q3: 12,203 shares; 2025Q4: 11,074 shares 11,074$299K0.22%-1,129Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,125 shares; 2025Q1: 3,032 shares; 2025Q2: not reported; 2025Q3: 6,728 shares; 2025Q4: 6,613 shares 6,613$278K0.21%-115Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,353 shares; 2025Q1: 29,912 shares; 2025Q2: not reported; 2025Q3: 18,685 shares; 2025Q4: 15,205 shares 15,205$274K0.2%-3,480Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,735 shares; 2025Q1: 27,867 shares; 2025Q2: not reported; 2025Q3: 18,701 shares; 2025Q4: 16,284 shares 16,284$261K0.19%-2,417Timeline
EOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,903 shares; 2025Q1: 9,503 shares; 2025Q2: not reported; 2025Q3: 9,007 shares; 2025Q4: 7,715 shares 7,715$247K0.18%-1,292Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,237 shares; 2025Q1: 7,828 shares; 2025Q2: not reported; 2025Q3: 7,693 shares; 2025Q4: 6,720 shares 6,720$242K0.18%-973Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,577 shares; 2025Q1: 2,602 shares; 2025Q2: not reported; 2025Q3: 2,649 shares; 2025Q4: 2,701 shares 2,701$240K0.18%+52Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,075 shares; 2025Q1: 6,709 shares; 2025Q2: not reported; 2025Q3: 6,524 shares; 2025Q4: 5,653 shares 5,653$237K0.18%-871Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,003 shares; 2025Q1: 8,517 shares; 2025Q2: not reported; 2025Q3: 8,362 shares; 2025Q4: 7,321 shares 7,321$234K0.17%-1,041Timeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,009 shares; 2025Q1: 9,621 shares; 2025Q2: not reported; 2025Q3: 8,995 shares; 2025Q4: 7,807 shares 7,807$234K0.17%-1,188Timeline
KOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,612 shares; 2025Q1: 8,168 shares; 2025Q2: not reported; 2025Q3: 7,871 shares; 2025Q4: 6,822 shares 6,822$232K0.17%-1,049Timeline
EAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,684 shares; 2025Q1: 9,325 shares; 2025Q2: not reported; 2025Q3: 8,743 shares; 2025Q4: 7,651 shares 7,651$230K0.17%-1,092Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: 148,543 shares; 2025Q4: 5,712 shares 5,712$228K0.17%-142,831Timeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,336 shares; 2025Q1: 8,040 shares; 2025Q2: not reported; 2025Q3: 7,532 shares; 2025Q4: 6,625 shares 6,625$225K0.17%-907Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,662 shares; 2025Q1: 1,704 shares; 2025Q2: not reported; 2025Q3: 1,706 shares; 2025Q4: 1,924 shares 1,924$215K0.16%+218Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 723 shares; 2025Q2: 150 shares; 2025Q3: 725 shares; 2025Q4: 262 shares 262$179K0.13%-463Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,255 shares; 2025Q1: 3,825 shares; 2025Q2: not reported; 2025Q3: 3,836 shares; 2025Q4: 3,445 shares 3,445$176K0.13%-391Timeline
APRJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,922 shares 6,922$173K0.13%newTimeline
JANJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,918 shares 6,918$173K0.13%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 514 shares 514$173K0.13%+157Timeline
OCTJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,143 shares 7,143$171K0.13%newTimeline
JULJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,836 shares 6,836$171K0.13%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: not reported; 2025Q4: 263 shares 263$165K0.12%newTimeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,317 shares; 2025Q1: 6,141 shares; 2025Q2: not reported; 2025Q3: 6,329 shares; 2025Q4: 944 shares 944$164K0.12%-5,385Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 445 shares; 2025Q1: 604 shares; 2025Q2: 1,604 shares; 2025Q3: 560 shares; 2025Q4: 587 shares 587$160K0.12%+27Timeline
OACPUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,598 shares; 2025Q1: 6,353 shares; 2025Q2: not reported; 2025Q3: 6,427 shares; 2025Q4: 6,467 shares 6,467$155K0.11%+40Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,223 shares; 2025Q1: 5,679 shares; 2025Q2: not reported; 2025Q3: 4,942 shares; 2025Q4: 676 shares 676$155K0.11%-4,266Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,139 shares; 2025Q1: 16,867 shares; 2025Q2: 669 shares; 2025Q3: 2,713 shares; 2025Q4: 1,818 shares 1,818$142K0.1%-895Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 938 shares; 2025Q1: 948 shares; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 968 shares 968$132K0.1%0Timeline
JANHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,178 shares 5,178$129K0.1%newTimeline
APRHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares 5,170$129K0.1%newTimeline
OCTHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,348 shares 5,348$128K0.09%newTimeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,289 shares 3,289$128K0.09%newTimeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779 shares 2,779$128K0.09%newTimeline
JULHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,109 shares 5,109$128K0.09%newTimeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 124,137 shares; 2025Q4: 2,617 shares 2,617$126K0.09%-121,520Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 764 shares; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 763 shares 763$120K0.09%+4Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,754 shares; 2025Q1: 8,338 shares; 2025Q2: not reported; 2025Q3: 3,877 shares; 2025Q4: 2,908 shares 2,908$119K0.09%-969Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 429 shares; 2025Q2: 476 shares; 2025Q3: 411 shares; 2025Q4: 456 shares 456$105K0.08%+45Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 331 shares; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 332 shares 332$97.6K0.07%-1Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,622 shares; 2025Q1: 2,264 shares; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 2,052 shares 2,052$88.2K0.07%-830Timeline
TMCITREACE MED CONCEPTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,314 shares 28,314$84.9K0.06%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 443 shares 443$80.2K0.06%+14Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 998 shares 998$76.8K0.06%0Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: not reported; 2025Q3: 4,034 shares; 2025Q4: 4,034 shares 4,034$76.6K0.06%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,925 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 1,929 shares; 2025Q4: 1,916 shares 1,916$76.6K0.06%-13Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,269 shares; 2025Q1: 6,511 shares; 2025Q2: not reported; 2025Q3: 5,645 shares; 2025Q4: 514 shares 514$74.5K0.06%-5,131Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,394 shares; 2025Q1: 5,775 shares; 2025Q2: not reported; 2025Q3: 5,693 shares; 2025Q4: 405 shares 405$73.7K0.05%-5,288Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 84 shares 84$72.5K0.05%-5Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,611 shares; 2025Q1: 606 shares; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 691 shares 691$71.2K0.05%-165Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: 607 shares; 2025Q4: 1,216 shares 1,216$70.5K0.05%+609Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,190 shares; 2025Q1: 802 shares; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 835 shares 835$66.8K0.05%-186Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: 1,060 shares 1,060$66.8K0.05%-565Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares 1,066$65K0.05%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 30,567 shares; 2025Q4: 1,503 shares 1,503$63.1K0.05%-29,064Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 772 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800$61.6K0.05%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 747 shares; 2025Q1: 749 shares; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 755 shares 755$61.2K0.05%+2Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,711 shares; 2025Q1: 25,133 shares; 2025Q2: not reported; 2025Q3: 2,469 shares; 2025Q4: 1,898 shares 1,898$60.7K0.04%-571Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 798 shares 798$60.6K0.04%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 188 shares 188$59K0.04%-69Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,736 shares; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,656 shares 1,656$58K0.04%+8Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 127 shares 127$56.6K0.04%+9Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,626 shares; 2025Q1: 4,782 shares; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 309 shares 309$55.3K0.04%-5,054Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,753 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,082 shares 1,082$55.2K0.04%-375Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,282 shares; 2025Q1: 10,381 shares; 2025Q2: not reported; 2025Q3: 592 shares; 2025Q4: 565 shares 565$53.1K0.04%-27Timeline
BITUPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 2,282 shares 2,282$52.5K0.04%+1,136Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,261 shares; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,249 shares 1,249$52.5K0.04%+2Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,399 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: 124,916 shares; 2025Q4: 1,157 shares 1,157$52.1K0.04%-123,759Timeline
BUCKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares 2,109$50.6K0.04%newTimeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 540 shares; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 548 shares 548$50.4K0.04%+2Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 988 shares 988$50.4K0.04%0Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: 321 shares 321$49.4K0.04%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,028 shares; 2025Q1: 843 shares; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 811 shares 811$47.8K0.04%-238Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 744 shares; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 744 shares 744$47.6K0.04%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 139 shares; 2025Q2: 105 shares; 2025Q3: 140 shares; 2025Q4: 72 shares 72$47.6K0.04%-68Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 197 shares 197$47.5K0.04%0Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 507 shares; 2025Q1: 509 shares; 2025Q2: not reported; 2025Q3: 522 shares; 2025Q4: 503 shares 503$42.3K0.03%-19Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 262 shares 262$42.2K0.03%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,385 shares; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 379 shares; 2025Q4: 284 shares 284$40.9K0.03%-95Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150$40.5K0.03%newTimeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 255 shares; 2025Q1: 262 shares; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 279 shares 279$36.3K0.03%+17Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 344 shares; 2025Q2: 6 shares; 2025Q3: 375 shares; 2025Q4: 158 shares 158$36.2K0.03%-217Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89 shares; 2025Q1: 104 shares; 2025Q2: 375 shares; 2025Q3: 107 shares; 2025Q4: 69 shares 69$34.7K0.03%-38Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: 484 shares 484$33.9K0.03%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 122 shares; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 122 shares 122$32.1K0.02%0Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 178 shares 178$30.4K0.02%0Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares 497$29.8K0.02%newTimeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,100 shares; 2025Q1: 4,747 shares; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 144 shares 144$29.8K0.02%-206Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 397 shares 397$29.4K0.02%+16Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 89 shares; 2025Q2: 500 shares; 2025Q3: 89 shares; 2025Q4: 90 shares 90$29.1K0.02%+1Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 99 shares 99$28.8K0.02%+1Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,185 shares; 2025Q1: 1,225 shares; 2025Q2: 200 shares; 2025Q3: 1,227 shares; 2025Q4: 1,943 shares 1,943$27.2K0.02%+716Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares 25$26.9K0.02%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146 shares; 2025Q1: 222 shares; 2025Q2: 1,300 shares; 2025Q3: 226 shares; 2025Q4: 1,046 shares 1,046$26.1K0.02%+820Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares 344$25.8K0.02%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 587 shares; 2025Q1: 643 shares; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 210 shares 210$25.4K0.02%-434Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 478 shares; 2025Q2: not reported; 2025Q3: 469 shares; 2025Q4: 469 shares 469$24.9K0.02%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares 247$24.7K0.02%newTimeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares 35$24.1K0.02%0Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 631 shares 631$22.1K0.02%newTimeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 212 shares 212$21.8K0.02%+2Timeline
DDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,307 shares; 2025Q1: 139,054 shares; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 422 shares 422$19.4K0.01%-1,254Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 121 shares; 2025Q2: 200 shares; 2025Q3: 122 shares; 2025Q4: 109 shares 109$19.2K0.01%-13Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 296 shares 296$18.9K0.01%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 21 shares 21$18.5K0.01%+10Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 125 shares; 2025Q2: 200 shares; 2025Q3: 125 shares; 2025Q4: 490 shares 490$18.1K0.01%+365Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 130 shares; 2025Q2: 613 shares; 2025Q3: 131 shares; 2025Q4: 251 shares 251$17.6K0.01%+120Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60$17.5K0.01%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,096 shares; 2025Q1: 2,221 shares; 2025Q2: not reported; 2025Q3: 149 shares; 2025Q4: 36 shares 36$17.4K0.01%-113Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 714 shares; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 708 shares 708$17K0.01%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,224 shares; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 102 shares 102$16.6K0.01%-233Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares 726$16K0.01%newTimeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 480 shares 480$15.8K0.01%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314 shares 314$15.7K0.01%newTimeline
FSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares 277$14.4K0.01%newTimeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,865 shares; 2025Q3: not reported; 2025Q4: 200 shares 200$14.4K0.01%newTimeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 639 shares; 2025Q1: 284 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares 261$14.4K0.01%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 93 shares 93$14.3K0.01%0Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 270 shares 270$14.3K0.01%-10Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares 292$14.3K0.01%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 26 shares; 2025Q2: 79 shares; 2025Q3: 29 shares; 2025Q4: 24 shares 24$13.7K0.01%-5Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares 75$13.3K0.01%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: 450 shares; 2025Q3: 31 shares; 2025Q4: 38 shares 38$13.1K0.01%+7Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 40 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$12.1K0.01%0Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,650 shares; 2025Q1: 13,421 shares; 2025Q2: not reported; 2025Q3: 7,539 shares; 2025Q4: 274 shares 274$12.1K0.01%-7,265Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 50 shares; 2025Q2: 113 shares; 2025Q3: 50 shares; 2025Q4: 34 shares 34$11.9K0.01%-16Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 898 shares; 2025Q1: 963 shares; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 62 shares 62$11.8K0.01%-933Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,385 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 14 shares 14$11.5K0.01%-68Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 45 shares; 2025Q2: 562 shares; 2025Q3: 46 shares; 2025Q4: 61 shares 61$11.2K0.01%+15Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,094 shares; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 204 shares 204$11K0.01%-1,003Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 199 shares 199$10.9K0.01%-48Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 116 shares; 2025Q4: 116 shares 116$10.9K0.01%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: 6 shares; 2025Q3: 17 shares; 2025Q4: 19 shares 19$10.9K0.01%+2Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 29 shares 29$10.7K0.01%+16Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 49 shares 49$10.5K0.01%0Timeline
JJSFJ & J SNACK FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 115 shares 115$10.5K0.01%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: 21 shares 21$10.3K0.01%newTimeline
UXRPPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: 1,002 shares 1,002$10K0.01%+405Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 32 shares 32$9.89K0.01%+2Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares 90$9.63K0.01%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 29 shares; 2025Q2: 2 shares; 2025Q3: 26 shares; 2025Q4: 29 shares 29$9.6K0.01%+3Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 42 shares 42$9.24K0.01%+30Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 27 shares; 2025Q2: 92 shares; 2025Q3: 26 shares; 2025Q4: 31 shares 31$9.21K0.01%+5Timeline
ETHTPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares 233$8.85K0.01%0Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares 260$8.84K0.01%newTimeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,499 shares; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 26 shares 26$8.66K0.01%-121Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 90 shares 90$8.46K0.01%+76Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 416 shares; 2025Q2: 600 shares; 2025Q3: 416 shares; 2025Q4: 48 shares 48$7.73K0.01%-368Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 42 shares; 2025Q2: 470 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43$7.65K0.01%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 171 shares; 2025Q2: not reported; 2025Q3: 166 shares; 2025Q4: 23 shares 23$7.54K0.01%-143Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,823 shares; 2025Q1: 11,400 shares; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares 76$7.52K0.01%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 26 shares 26$7.49K0.01%+17Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 95 shares 95$7.41K0.01%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 60 shares; 2025Q2: 368 shares; 2025Q3: 61 shares; 2025Q4: 48 shares 48$7.34K0.01%-13Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 45 shares 45$7.33K0.01%+10Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares 42$7.22K0.01%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares 61$7.14K0.01%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares 23$7.04K0.01%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares 8$7.03K0.01%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 12 shares 12$6.96K0.01%+11Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 63 shares 63$6.68K<0.01%+56Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25$6.62K<0.01%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 208 shares 208$6.45K<0.01%+65Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 104 shares 104$6.24K<0.01%+1Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 11 shares 11$6.24K<0.01%+10Timeline
SLONPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares 415$6.22K<0.01%0Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares 90$6.12K<0.01%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares 13$6.1K<0.01%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 749 shares; 2025Q3: 9 shares; 2025Q4: 18 shares 18$6.07K<0.01%+9Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$5.97K<0.01%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 9 shares 9$5.89K<0.01%+1Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 21 shares 21$5.71K<0.01%+4Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 56 shares; 2025Q2: 200 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$5.7K<0.01%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 24 shares 24$5.57K<0.01%+14Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 1 shares 1$5.36K<0.01%-1Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 37 shares 37$5.33K<0.01%+16Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,398 shares; 2025Q1: 7,032 shares; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares 39$5.3K<0.01%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares 52$5.2K<0.01%0Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400$5.2K<0.01%newTimeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 58 shares 58$5.16K<0.01%+20Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares 43$5.03K<0.01%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 61 shares 61$4.94K<0.01%+1Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 169 shares 169$4.9K<0.01%-56Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,220 shares; 2025Q1: 2,282 shares; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 196 shares 196$4.9K<0.01%-1,923Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 37 shares 37$4.88K<0.01%-18Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 19 shares 19$4.88K<0.01%+1Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4$4.86K<0.01%0Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares 26$4.84K<0.01%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 35 shares; 2025Q2: 200 shares; 2025Q3: 23 shares; 2025Q4: 28 shares 28$4.82K<0.01%+5Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 21 shares 21$4.81K<0.01%+7Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 58 shares; 2025Q2: 15,500 shares; 2025Q3: 81 shares; 2025Q4: 58 shares 58$4.76K<0.01%-23Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,442 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 24 shares 24$4.75K<0.01%-205Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 104 shares 104$4.68K<0.01%+2Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 488 shares; 2025Q3: 1 shares; 2025Q4: 23 shares 23$4.51K<0.01%+22Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60$4.5K<0.01%newTimeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares 104$4.47K<0.01%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 37 shares; 2025Q2: 90 shares; 2025Q3: 37 shares; 2025Q4: 73 shares 73$4.45K<0.01%+36Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,394 shares; 2025Q1: 16,654 shares; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 90 shares 90$4.41K<0.01%-652Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 38 shares 38$4.41K<0.01%+21Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,826 shares; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 169 shares 169$4.39K<0.01%-72Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$4.33K<0.01%0Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: 133 shares; 2025Q3: 13 shares; 2025Q4: 21 shares 21$4.33K<0.01%+8Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 4 shares 4$4.28K<0.01%-1Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 33 shares 33$4.22K<0.01%+32Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 12 shares 12$4.2K<0.01%+10Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 19 shares 19$4.14K<0.01%-76Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 20 shares 20$4.1K<0.01%+15Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 87 shares 87$4.09K<0.01%+36Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,900 shares; 2025Q1: 8,896 shares; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 59 shares 59$3.95K<0.01%0Timeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158 shares 158$3.95K<0.01%newTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 12 shares; 2025Q2: 300 shares; 2025Q3: 21 shares; 2025Q4: 16 shares 16$3.89K<0.01%-5Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 5 shares 5$3.86K<0.01%+4Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 17 shares 17$3.84K<0.01%+11Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 1,000 shares; 2025Q3: 8 shares; 2025Q4: 13 shares 13$3.76K<0.01%+5Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 61 shares; 2025Q2: 2,480 shares; 2025Q3: 16 shares; 2025Q4: 134 shares 134$3.75K<0.01%+118Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: 256 shares; 2025Q3: 18 shares; 2025Q4: 28 shares 28$3.72K<0.01%+10Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 29 shares 29$3.71K<0.01%+14Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 16 shares 16$3.65K<0.01%-2Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8$3.63K<0.01%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares 71$3.62K<0.01%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 65 shares; 2025Q2: 2,312 shares; 2025Q3: not reported; 2025Q4: 67 shares 67$3.62K<0.01%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares 18$3.56K<0.01%0Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 24 shares 24$3.48K<0.01%+23Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,085 shares; 2025Q1: 15,219 shares; 2025Q2: 269 shares; 2025Q3: 162 shares; 2025Q4: 64 shares 64$3.46K<0.01%-98Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 6 shares 6$3.41K<0.01%+5Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 1 shares 1$3.39K<0.01%-1Timeline
REIRING ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,365 shares; 2025Q1: 3,365 shares; 2025Q2: not reported; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares 3,365$3.37K<0.01%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares 15$3.35K<0.01%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares 12$3.31K<0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 19 shares 19$3.31K<0.01%-211Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 24 shares 24$3.29K<0.01%+9Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$3.27K<0.01%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: 336 shares; 2025Q3: 8 shares; 2025Q4: 7 shares 7$3.26K<0.01%-1Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares 40$3.2K<0.01%0Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 29 shares 29$3.19K<0.01%+28Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares 11$3.18K<0.01%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 33 shares 33$3.17K<0.01%-10Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 72 shares 72$3.17K<0.01%+41Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 9 shares 9$3.16K<0.01%+7Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 24 shares 24$3.12K<0.01%+12Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares 37$3.11K<0.01%newTimeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares 47$3.01K<0.01%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 25 shares; 2025Q2: 100 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25$2.95K<0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 33 shares 33$2.9K<0.01%-1Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 100 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18$2.9K<0.01%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares 5$2.85K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 546 shares; 2025Q1: 577 shares; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 34 shares 34$2.82K<0.01%-541Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 600 shares; 2025Q3: 5 shares; 2025Q4: 9 shares 9$2.8K<0.01%+4Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 30 shares 30$2.76K<0.01%-62Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 14 shares 14$2.73K<0.01%+7Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 97 shares 97$2.72K<0.01%-100Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares 30$2.64K<0.01%newTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 24 shares 24$2.59K<0.01%+7Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares 10$2.57K<0.01%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 11 shares 11$2.5K<0.01%-9Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares 67$2.48K<0.01%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$2.48K<0.01%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 23 shares; 2025Q2: 1,000 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28$2.46K<0.01%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares 15$2.44K<0.01%0Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares 26$2.42K<0.01%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 8 shares 8$2.41K<0.01%+2Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 28 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8$2.33K<0.01%0Timeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 480 shares; 2025Q1: 565 shares; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 135 shares 135$2.29K<0.01%+6Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares 29$2.29K<0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares 6$2.28K<0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 27 shares 27$2.21K<0.01%-17Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4$2.21K<0.01%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$2.19K<0.01%0Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 56 shares 56$2.18K<0.01%-52Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1$2.15K<0.01%0Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares 25$2.15K<0.01%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 12 shares 12$2.11K<0.01%+9Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3$2.03K<0.01%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares 75$2.02K<0.01%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 37 shares 37$2K<0.01%+30Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$1.98K<0.01%0Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 20 shares 20$1.96K<0.01%+11Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 17 shares; 2025Q2: 100 shares; 2025Q3: 17 shares; 2025Q4: 12 shares 12$1.94K<0.01%-5Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 67 shares 67$1.94K<0.01%-1Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224 shares; 2025Q1: 222 shares; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 9 shares 9$1.86K<0.01%-220Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 21 shares 21$1.81K<0.01%+2Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares 18$1.8K<0.01%newTimeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 48 shares 48$1.78K<0.01%+41Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 18 shares 18$1.76K<0.01%+17Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares 35$1.75K<0.01%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 4 shares 4$1.69K<0.01%-2Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1$1.69K<0.01%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares 5$1.69K<0.01%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares 8$1.65K<0.01%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 45 shares 45$1.62K<0.01%+44Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.62K<0.01%0Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 4 shares 4$1.59K<0.01%-3Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 300 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18$1.58K<0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3 shares 3$1.57K<0.01%+2Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4$1.56K<0.01%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$1.56K<0.01%0Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: 150 shares; 2025Q3: 16 shares; 2025Q4: 21 shares 21$1.55K<0.01%+5Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares 14$1.55K<0.01%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,574 shares; 2025Q1: 1,582 shares; 2025Q2: 71 shares; 2025Q3: 1,583 shares; 2025Q4: 26 shares 26$1.53K<0.01%-1,557Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,138 shares; 2025Q1: 1,134 shares; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: 56 shares 56$1.51K<0.01%-1,149Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 10 shares 10$1.5K<0.01%+6Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 5 shares 5$1.49K<0.01%-2Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 8 shares 8$1.48K<0.01%+7Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3 shares 3$1.46K<0.01%+2Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 41 shares; 2025Q2: 4,299 shares; 2025Q3: 41 shares; 2025Q4: 29 shares 29$1.45K<0.01%-12Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 16 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49$1.42K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1$1.4K<0.01%0Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 33 shares 33$1.39K<0.01%+32Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1$1.33K<0.01%0Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares 16$1.31K<0.01%newTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 19 shares 19$1.29K<0.01%+18Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 16 shares 16$1.28K<0.01%+13Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares 4$1.28K<0.01%newTimeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares 31$1.27K<0.01%0Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares 17$1.26K<0.01%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.25K<0.01%0Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$1.24K<0.01%0Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares 31$1.24K<0.01%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 8 shares 8$1.23K<0.01%-6Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares 15$1.23K<0.01%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1 shares; 2025Q4: 35 shares 35$1.23K<0.01%+34Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares 8$1.22K<0.01%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.21K<0.01%0Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3$1.21K<0.01%0Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares 172$1.2K<0.01%newTimeline
DFIIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares 64$1.15K<0.01%newTimeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$1.15K<0.01%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4$1.14K<0.01%0Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 7 shares 7$1.14K<0.01%+6Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares 18$1.13K<0.01%0Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares 70$1.12K<0.01%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$1.1K<0.01%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 21 shares 21$1.09K<0.01%+20Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares 5$1.07K<0.01%0Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 7 shares 7$1.06K<0.01%+6Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 5 shares 5$1.06K<0.01%-2Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 97 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5$1.04K<0.01%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 4 shares 4$1.03K<0.01%-9Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 386 shares; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 16 shares 16$1.02K<0.01%-368Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13$1.01K<0.01%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1$1.01K<0.01%0Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8$1K<0.01%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares 5$970<0.01%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares 17$969<0.01%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7$966<0.01%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares 6$966<0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 14 shares 14$952<0.01%-6Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 52 shares 52$936<0.01%+11Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 11 shares 11$935<0.01%+10Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares 16$928<0.01%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 33 shares 33$924<0.01%+19Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5$915<0.01%newTimeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$900<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150$900<0.01%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares 19$874<0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$868<0.01%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares 66$858<0.01%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares 8$848<0.01%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15$840<0.01%newTimeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2$834<0.01%newTimeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 6 shares 6$816<0.01%-6Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 4 shares 4$816<0.01%-11Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 22 shares 22$814<0.01%-15Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 3 shares 3$786<0.01%-2Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares 16$784<0.01%newTimeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3 shares 3$780<0.01%+2Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares 6$774<0.01%0Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13$767<0.01%newTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 1 shares 1$767<0.01%-7Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares 17$765<0.01%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 4 shares 4$756<0.01%-7Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 5 shares 5$755<0.01%-16Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 3 shares 3$753<0.01%-27Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 3 shares 3$744<0.01%-1Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3$729<0.01%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3 shares 3$726<0.01%+2Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 4 shares 4$724<0.01%-4Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15$720<0.01%newTimeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares 10$710<0.01%0Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$702<0.01%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$700<0.01%0Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares 5$685<0.01%0Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 3 shares 3$675<0.01%-2Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 3 shares 3$672<0.01%-1Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4$672<0.01%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 3 shares 3$672<0.01%-2Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5$665<0.01%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 2 shares 2$650<0.01%-6Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares 9$630<0.01%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 200 shares; 2025Q3: 8 shares; 2025Q4: 5 shares 5$630<0.01%-3Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares 6$630<0.01%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 4 shares 4$620<0.01%+3Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 13 shares 13$611<0.01%-19Timeline
NIUNIU TECHNOLOGIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150$600<0.01%newTimeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares 10$590<0.01%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3 shares 3$588<0.01%+2Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$578<0.01%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$568<0.01%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 7 shares 7$553<0.01%-29Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 1 shares 1$511<0.01%-4Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1$511<0.01%0Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7$511<0.01%0Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 1 shares 1$511<0.01%-1Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3$510<0.01%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 269 shares; 2025Q1: 278 shares; 2025Q2: 14,837 shares; 2025Q3: 332 shares; 2025Q4: 5 shares 5$500<0.01%-327Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4$492<0.01%0Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$482<0.01%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares 16$480<0.01%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares 2$476<0.01%+1Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 5 shares 5$440<0.01%-2Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares 5$440<0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
IWFISHARES TR721$338Kshares
VUGVANGUARD INDEX FDS473$227Kshares
EFAISHARES TR1,952$183Kshares
IWDISHARES TR796$162Kshares
TIMOTHY PLANTIMOTHY PLAN4,938$133Kshares
TIMOTHY PLANTIMOTHY PLAN4,661$131Kshares
QUALISHARES TR378$73.7Kshares
JEPIJ P MORGAN EXCHANGE TRADED F1,059$61.4Kshares
IVVISHARES TR91$61Kshares
VBVANGUARD INDEX FDS225$57.4Kshares
IWSISHARES TR340$47.6Kshares
XLFSELECT SECTOR SPDR TR859$46.4Kshares
MKSIMKS INC.303$37.6Kshares
HYGVFLEXSHARES TR818$34.4Kshares
ARWARROW ELECTRS INC219$26.5Kshares
PEVERPURE INC315$26.5Kshares
IBITISHARES BITCOIN TRUST ETF314$20.4Kprincipal
ONON SEMICONDUCTOR CORP404$20.2Kshares
IWMISHARES TR68$16.5Kshares
FMAYFIRST TR EXCHNG TRADED FD VI277$14.7Kshares
FJULFIRST TR EXCHNG TRADED FD VI265$14.6Kshares
FAPRFIRST TR EXCHNG TRADED FD VI330$14.5Kshares
DXCDXC TECHNOLOGY CO887$12.4Kshares
AMNAMN HEALTHCARE SVCS INC600$12Kshares
VGTVANGUARD WORLD FD15$11.2Kshares
VSTVISTRA CORP23$4.51Kshares
BAXBAXTER INTL INC181$4.16Kshares
COINCOINBASE GLOBAL INC11$3.72Kshares
PTCPTC INC16$3.26Kshares
WYWEYERHAEUSER CO123$3.08Kshares
OMCOMNICOM GROUP INC31$2.54Kshares
QBFINNOVATOR ETFS TRUST79$2.21Kshares
EMNEASTMAN CHEM CO32$2.05Kshares
KIMKIMCO REALTY CORP89$1.96Kshares
LNGCHENIERE ENERGY INC8$1.88Kshares
AJGGALLAGHER ARTHUR J & CO6$1.86Kshares
AVBAVALONBAY CMNTYS INC9$1.75Kshares
SPGSIMON PPTY GROUP INC NEW9$1.69Kshares
POOLPOOL CORP5$1.55Kshares
DDDUPONT DE NEMOURS INC16$1.25Kshares
IPINTERNATIONAL PAPER CO26$1.22Kshares
IFFINTERNATIONAL FLAVORS&FRAGRA18$1.12Kshares
CCKCROWN HLDGS INC11$1.07Kshares
LYVLIVE NATION ENTERTAINMENT IN6$984shares
LKQLKQ CORP30$930shares
FWONKLIBERTY MEDIA CORP DEL8$840shares
AWKAMERICAN WTR WKS CO INC NEW6$840shares
CINFCINCINNATI FINL CORP5$795shares
VLTOVERALTO CORP5$535shares
PPLPPL CORP14$532shares
SNPSSYNOPSYS INC1$494shares
PAYCPAYCOM SOFTWARE INC2$418shares
WPCWP CAREY INC6$408shares
MOHMOLINA HEALTHCARE INC2$384shares
MOSMOSAIC CO10$350shares
ARESARES MANAGEMENT CORPORATION2$320shares
CECELANESE CORP DEL7$301shares
LNTALLIANT ENERGY CORP4$272shares
JBHTHUNT J B TRANS SVCS INC1$135shares
ETSYETSY INC2$134shares
LBRDKLIBERTY BROADBAND CORP2$128shares
LENLENNAR CORP1$127shares
AAPADVANCE AUTO PARTS INC2$124shares
GOVTISHARES TR5$120shares
ZBHZIMMER BIOMET HOLDINGS INC1$99shares
LLYVKLIBERTY MEDIA CORP DEL1$97shares
TRUTRANSUNION1$84shares
SWKSSKYWORKS SOLUTIONS INC1$77shares
RIVNRIVIAN AUTOMOTIVE INC5$75shares
SWKSTANLEY BLACK & DECKER INC1$75shares
MASMASCO CORP1$71shares
OVVOVINTIV INC1$41shares
APAAPA CORPORATION1$25shares
HBANHUNTINGTON BANCSHARES INC1$18shares
GTMZOOMINFO TECHNOLOGIES INC1$11shares

How Q4 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 0002079687-26-000002 base2026-02-11acceptance time not in the bulk data set