Ea Series Trust shares owned by Holistic Planning
Quarter-by-quarter ownership of Ea Series Trust (STXD) 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 | $1.4M | 39k | 36.53 |
| 2025-06-30 | $1.2M | 35k | 34.74 |
| 2025-03-31 | $1.1M | 34k | 32.39 |
| 2024-12-31 | $1.1M | 32k | 32.67 |
| 2024-09-30 | $1.1M | 32k | 33.76 |
| 2024-06-30 | $898k | 29k | 30.99 |
| 2024-03-31 | $898k | 29k | 30.99 |