BSVO EA SERIES TRUST

Ownership history in CLARIS ADVISORS, LLC / MO /  ·  13 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported EA SERIES TRUST (BSVO) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 16.88% in 2023 Q4. The latest visible filing shows BSVO at 9.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARIS ADVISORS, LLC / MO /'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
2026 Q1

BSVO was reported at 9.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.88% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 CLARIS ADVISORS, LLC / MO / held BSVO — position size vs. price
% of Fund (quarterly)    BSVO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,222,832 +1,300 +0.1% 9.28% $31.0M 2026-04-10 $26.36
2025 Q4 ADDED 1,221,532 +35,181 +3.0% 8.67% $28.5M 2026-01-16 $24.93
2025 Q3 UNCHANGED 1,186,351 0% 8.41% $24.2M 2025-10-06 $22.48
2025 Q2 REDUCED 1,186,351 -566,076 -32.3% 8.41% $24.2M 2025-07-17 $21.00
2025 Q1 ADDED 1,752,427 +10,615 +0.6% 12.69% $34.1M 2025-04-17 $17.48
2024 Q4 ADDED 1,741,812 +230,285 +15.2% 14.18% $37.7M 2025-02-07 $21.45
2024 Q3 ADDED 1,511,527 +73,412 +5.1% 14.48% $33.4M 2024-10-31 $20.86
2024 Q2 REDUCED 1,438,115 -26,966 -1.8% 15.10% $29.3M 2024-08-02 $20.60
2024 Q1 ADDED 1,465,081 +13,702 +0.9% 15.71% $31.2M 2024-04-25 $19.57
2023 Q4 REDUCED 1,451,379 -2,694 -0.2% 16.88% $30.5M 2024-02-06 $19.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CLARIS ADVISORS, LLC / MO / and BSVO

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

How long has CLARIS ADVISORS, LLC / MO / reported owning BSVO?

CLARIS ADVISORS, LLC / MO / reported BSVO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSVO position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for BSVO was 16.88% in 2023 Q4.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2026 Q1, when CLARIS ADVISORS, LLC / MO / reported 1,222,832 shares, equal to 9.28% of portfolio, with an estimated market value of $31.0M.

What does the chart on this BSVO ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'s quarterly BSVO 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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