SMRI β€” EA SERIES TRUST

Ownership history in BLAIR WILLIAM & CO/IL  Β·  2 quarters on record

AI Ownership Summary

BLAIR WILLIAM & CO/IL reported EA SERIES TRUST (SMRI) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows SMRI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLAIR WILLIAM & CO/IL's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLAIR WILLIAM & CO/IL held SMRI β€” position size vs. price
% of Fund (quarterly)    SMRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 30 β€” 0% 0.00% $1K 2026-02-14 (Est.) $36.25
2025 Q3 INITIATED 30 β€” β€” 0.00% $1K 2025-11-12 $35.44

FAQ About BLAIR WILLIAM & CO/IL and SMRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLAIR WILLIAM & CO/IL reported owning SMRI?

BLAIR WILLIAM & CO/IL reported SMRI across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported SMRI position in BLAIR WILLIAM & CO/IL's portfolio?

The largest reported portfolio weight for SMRI was 0.00% in 2025 Q4.

What is the latest reported SMRI position on this page?

The most recent filing on this page is 2025 Q4, when BLAIR WILLIAM & CO/IL reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SMRI ownership page compare?

The chart compares BLAIR WILLIAM & CO/IL's quarterly SMRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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