| Reporting Name | Ownership % | Change | Value $ | Shares owned | Change | Activity % | Price | Form | Report date | Filed at |
|---|---|---|---|---|---|---|---|---|---|---|
| Fusion Family Wealth LLC | 7.6% | $57.1M | 527K | $108.24 | 13G | 6/30/2025 | 30 Jul 2025 17:22:57 |
| Holdings date | Option | Weight | Change | Value $ | Shares | Change | Activity % | Price | All Holders |
|---|---|---|---|---|---|---|---|---|---|
| 6/30/2025 | 5.16% | 0% | $61M | 522K | -388 | -0.07% | $116.89 | Q2 2025 | |
| 3/31/2025 | 5.18% | +0.19% | $56.4M | 523K | +19,143 | $107.88 | Q1 2025 | ||
| 12/31/2024 | 5.37% | +0.22% | $58.6M | 503K | +20,164 | +4.17% | $116.33 | Q4 2024 | |
| 9/30/2024 | 5.18% | +0.24% | $56.2M | 483K | +21,963 | +4.76% | $116.32 | Q3 2024 | |
| 6/30/2024 | 5.16% | +0.02% | $50.6M | 461K | +1,615 | +0.35% | $109.78 | Q2 2024 | |
| 3/31/2024 | 5.48% | +0.11% | $52.9M | 460K | +8,097 | +1.79% | $115.10 | Q1 2024 | |
| 12/31/2023 | 5.35% | -0.08% | $47.4M | 452K | -6,034 | -1.32% | $105.03 | Q4 2023 | |
| 9/30/2023 | 5.31% | +0% | $42.9M | 458K | +386 | +0.08% | $93.83 | Q3 2023 | |
| 6/30/2023 | 5.28% | +0.07% | $43.9M | 457K | +6,322 | +1.4% | $96.07 | Q2 2023 | |
| 3/31/2023 | 5.25% | 0% | $40.9M | 451K | -330 | -0.07% | $90.62 | Q1 2023 | |
| 12/31/2022 | 5.3% | $38.7M | 451K | $85.87 | Q4 2022 | ||||
| 9/30/2022 | 5.09% | $33.9M | 388K | $87.24 | Q3 2022 | ||||
| 6/30/2022 | 4.94% | +0.45% | $34.4M | 440K | +39,800 | +9.95% | $78.30 | Q2 2022 | |
| 3/31/2022 | 4.98% | +0.48% | $36.9M | 400K | +38,888 | +10.8% | $92.18 | Q1 2022 | |
| 12/31/2021 | 5.09% | -0.38% | $34.2M | 361K | -27,251 | -7.01% | $94.67 | Q4 2021 | |
| 9/30/2021 | 5.09% | +0.43% | $33.9M | 388K | +33,134 | +9.32% | $87.24 | Q3 2021 | |
| 6/30/2021 | 4.71% | -0.23% | $31.5M | 355K | -16,835 | -4.52% | $88.54 | Q2 2021 | |
| 3/31/2021 | 4.96% | +0.17% | $32M | 372K | +11,265 | +3.12% | $86.03 | Q1 2021 | |
| 12/31/2020 | 4.54% | +0.05% | $25.7M | 361K | +4,307 | +1.21% | $71.14 | Q4 2020 | |
| 9/30/2020 | 3.89% | +0.41% | $19.3M | 357K | +37,873 | +11.9% | $54.01 | Q3 2020 | |
| 6/30/2020 | 3.87% | -0.69% | $16.4M | 319K | -57,221 | -15.2% | $51.46 | Q2 2020 | |
| 3/31/2020 | 4.14% | +0.87% | $15.5M | 376K | +78,831 | +26.5% | $41.10 | Q1 2020 | |
| 12/31/2019 | 4.44% | +0.03% | $19.3M | 297K | +2,010 | +0.68% | $64.95 | Q4 2019 | |
| 9/30/2019 | 4.66% | +0.3% | $17.6M | 295K | +18,782 | +6.8% | $59.54 | Q3 2019 | |
| 6/30/2019 | 4.19% | +4.19% | $16.8M | 276K | +276,325 | NEW | $60.93 | Q2 2019 |