STXD — EA SERIES TRUST

Ownership history in ATTICUS WEALTH MANAGEMENT, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which ATTICUS WEALTH MANAGEMENT, LLC reported a position in EA SERIES TRUST (STXD). 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
0.07% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,455 -236 -3.1% 0.07% $276K $37.06
2025 Q3 ADDED 7,691 +4,020 +109.5% 0.07% $281K $36.41
2025 Q2 INITIATED 3,671 — — 0.03% $128K $34.53
% of Fund (quarterly)    STXD price (monthly, adj. close)

Other funds also holding STXD

As of 2025 Q4 — sorted by position size

OxenFree Capital LLC 6.6% UPTICK PARTNERS, LLC 0.26% StoneX Group Inc. 3Y 7Y 0.04% PDS Planning, Inc 3Y 7Y 0.02% HAZLETT, BURT & WATSON, INC. 3Y 0.02% Venture Visionary Partners LLC 3Y 0.02% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.01% World Investment Advisors 3Y 7Y 0.01% Parallel Advisors, LLC 3Y 7Y 0.0%
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