Ea Series Trust shares owned by Valley Financial Group
Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Valley Financial Group
from 13F filings
Historical chart of Valley Financial Group investment in Ea Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Ea Series Trust held by Valley Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ea Series Trust by Valley Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 14k | 113.86 |
| 2025-06-30 | $1.7M | 15k | 112.68 |
| 2025-03-31 | $1.9M | 17k | 111.49 |
| 2024-12-31 | $1.8M | 16k | 110.28 |
| 2024-09-30 | $1.7M | 15k | 108.93 |
| 2024-06-30 | $1.9M | 18k | 107.81 |
| 2024-03-31 | $2.5M | 24k | 106.46 |