Ea Series Trust shares owned by Holistic Planning
Quarter-by-quarter ownership of Ea Series Trust (STRV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Ea Series Trust
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All positions including Ea Series Trust held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ea Series Trust by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 325k | 43.20 |
| 2025-06-30 | $11M | 263k | 40.06 |
| 2025-03-31 | $8.7M | 241k | 36.06 |
| 2024-12-31 | $8.1M | 215k | 37.80 |
| 2024-09-30 | $3.3M | 90k | 36.84 |
| 2024-06-30 | $2.0M | 60k | 33.66 |
| 2024-03-31 | $2.0M | 60k | 33.66 |