BOXX — EA SERIES TRUST

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in EA SERIES TRUST (BOXX). 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.

Peak position
0.15% (2025 Q1)
Avg. % of fund
0.07%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,448 -86 -0.6% 0.02% $1.5M $113.86
2025 Q2 REDUCED 13,534 -55,641 -80.4% 0.02% $1.5M $112.68
2025 Q1 INITIATED 69,175 — — 0.15% $7.7M $111.49
% of Fund (quarterly)    BOXX price (monthly, adj. close)

Other funds also holding BOXX

As of 2025 Q4 — sorted by position size

PENNINGTON PARTNERS & CO., LLC 18.88% True Wealth Design, LLC 3Y 16.07% Client First Investment Management LLC 8.44% Whitcomb & Hess, Inc. 3Y 6.86% Longview Financial Advisors, Inc. 5.85% Insight Advisors, LLC/ PA 3Y 5.54% EPACRIA CAPITAL PARTNERS, LLC 3Y 5.25% Aspect Partners, LLC 5.2% ATLas Financial Planning LLC 4.94% Avondale Wealth Management 3Y 7Y 4.12%
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