HIDE β€” EA SERIES TRUST

Ownership history in BWM Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

BWM Planning, LLC reported EA SERIES TRUST (HIDE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.51% in 2025 Q1. The latest visible filing shows HIDE at 2.44% 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 HIDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BWM Planning, LLC'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

HIDE was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% in 2025 Q1

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

Time in book
Holding Window
2024 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 BWM Planning, LLC held HIDE β€” position size vs. price
% of Fund (quarterly)    HIDE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 401,212 +64,579 +19.2% 2.44% $9.1M 2026-02-14 (Est.) $23.58
2025 Q3 ADDED 336,633 +50,554 +17.7% 2.32% $7.8M 2025-10-31 $22.58
2025 Q2 ADDED 286,079 +25,800 +9.9% 2.25% $6.5M 2025-08-12 $22.15
2025 Q1 ADDED 260,279 +22,086 +9.3% 2.51% $5.9M 2025-05-14 $21.73
2024 Q4 ADDED 238,193 +48,449 +25.5% 2.31% $5.3M 2025-01-23 $21.64
2024 Q3 INITIATED 189,744 β€” β€” 1.99% $4.5M 2024-10-09 $21.98

FAQ About BWM Planning, LLC and HIDE

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

How long has BWM Planning, LLC reported owning HIDE?

BWM Planning, LLC reported HIDE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HIDE position in BWM Planning, LLC's portfolio?

The largest reported portfolio weight for HIDE was 2.51% in 2025 Q1.

What is the latest reported HIDE position on this page?

The most recent filing on this page is 2025 Q4, when BWM Planning, LLC reported 401,212 shares, equal to 2.44% of portfolio, with an estimated market value of $9.1M.

What does the chart on this HIDE ownership page compare?

The chart compares BWM Planning, LLC's quarterly HIDE 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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