Ownership history in Accel Wealth Management · 11 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in EA SERIES TRUST (BBLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 17,490 | -3,085 | -15.0% | 0.07% | $267K | $15.26 |
| 2025 Q3 | REDUCED | 20,575 | -5,592 | -21.4% | 0.09% | $309K | $14.84 |
| 2025 Q2 | UNCHANGED | 26,167 | — | 0% | 0.12% | $360K | $13.58 |
| 2025 Q1 | UNCHANGED | 26,167 | — | 0% | 0.12% | $334K | $12.61 |
| 2024 Q4 | REDUCED | 26,167 | -522 | -2.0% | 0.13% | $341K | $12.89 |
| 2024 Q3 | REDUCED | 26,689 | -1,570 | -5.6% | 0.13% | $339K | $12.38 |
| 2024 Q2 | UNCHANGED | 28,259 | — | 0% | 0.14% | $341K | $11.75 |
| 2024 Q1 | UNCHANGED | 28,259 | — | 0% | 0.14% | $330K | $11.37 |
| 2023 Q4 | REDUCED | 28,259 | -248 | -0.9% | 0.15% | $293K | $10.11 |
| 2023 Q3 | UNCHANGED | 28,507 | — | 0% | 0.15% | $273K | $9.18 |
As of 2025 Q4 — sorted by position size