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Ea Series Trust shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $601k 17k 35.43
2025-12-31 $590k 17k 35.27
2025-09-30 $554k 16k 34.57
2025-06-30 $518k 16k 32.30
2025-03-31 $373k 13k 29.37
2024-12-31 $237k 7.8k 30.40