Ea Series Trust shares owned by Holistic Planning
Quarter-by-quarter ownership of Ea Series Trust (STXV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Ea Series Trust
Tip: Access up to 7 years of quarterly data
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 | $20M | 628k | 32.35 |
| 2025-06-30 | $18M | 588k | 30.82 |
| 2025-03-31 | $18M | 582k | 30.51 |
| 2024-12-31 | $18M | 594k | 29.51 |
| 2024-09-30 | $17M | 569k | 30.33 |
| 2024-06-30 | $5.3M | 183k | 29.01 |
| 2024-03-31 | $5.3M | 183k | 29.01 |