Ea Series Trust shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Ea Series Trust
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Quarterly reported holdings in Ea Series Trust by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 138k | 113.86 |
| 2025-06-30 | $15M | 135k | 112.68 |
| 2025-03-31 | $15M | 131k | 111.49 |
| 2024-12-31 | $14M | 127k | 110.28 |
| 2024-09-30 | $13M | 121k | 108.93 |
| 2024-06-30 | $12M | 115k | 107.82 |
| 2024-03-31 | $12M | 111k | 106.46 |
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