Ea Series Trust shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Ea Series Trust (TBG) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Ea Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Ea Series Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ea Series Trust by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 65k | 33.06 |
| 2025-06-30 | $1.2M | 38k | 32.16 |
| 2025-03-31 | $753k | 23k | 32.74 |
| 2024-12-31 | $366k | 12k | 31.95 |
| 2024-09-30 | $300k | 9.4k | 31.92 |
| 2024-06-30 | $205k | 6.8k | 30.24 |
| 2024-03-31 | $119k | 4.2k | 28.28 |
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