Ea Series Trust shares owned by Holistic Planning
Quarter-by-quarter ownership of Ea Series Trust (STXK) 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 | $2.6M | 78k | 33.12 |
| 2025-06-30 | $2.6M | 86k | 30.35 |
| 2025-03-31 | $2.4M | 83k | 28.71 |
| 2024-12-31 | $2.3M | 72k | 31.27 |
| 2024-09-30 | $2.2M | 70k | 31.39 |
| 2024-06-30 | $975k | 33k | 29.98 |
| 2024-03-31 | $975k | 33k | 29.98 |