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Ea Series Trust shares owned by Berger Financial Group

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Ea Series Trust

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All positions including Ea Series Trust held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 126k 22.65
2025-06-30 $2.6M 126k 20.38
2025-03-31 $2.4M 126k 19.44
2024-12-31 $2.7M 126k 21.65

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View all positions for Berger Financial Group

Top funds holding Ea Series Trust

Colony
Buckingham Strategic Partners
Peirce Capital Management
Keb Asset Management
Squire Investment Management Company
Kaufman Rossin Wealth
Claris Advisors, Llc / Mo /
Envestnet Asset Management
Capstone Wealth Management
Brady Martz Wealth Solutions
Forum Financial Management
Gibson Capital
EverSource Wealth Advisors
Friday Financial
Benningfield Financial Advisors

View all funds holding Ea Series Trust