Ownership history in BWM Planning, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which BWM Planning, LLC reported a position in EA SERIES TRUST (HIDE). 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 | ADDED | 401,212 | +64,579 | +19.2% | 2.44% | $9.1M | $22.73 |
| 2025 Q3 | ADDED | 336,633 | +50,554 | +17.7% | 2.32% | $7.8M | $22.45 |
| 2025 Q2 | ADDED | 286,079 | +25,800 | +9.9% | 2.25% | $6.5M | $22.09 |
| 2025 Q1 | ADDED | 260,279 | +22,086 | +9.3% | 2.51% | $5.9M | $22.10 |
| 2024 Q4 | ADDED | 238,193 | +48,449 | +25.5% | 2.31% | $5.3M | $21.58 |
| 2024 Q3 | INITIATED | 189,744 | — | — | 1.99% | $4.5M | $22.30 |
As of 2025 Q4 — sorted by position size