ITAN β€” EA SERIES TRUST

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  4 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported EA SERIES TRUST (ITAN) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows ITAN at 0.06% 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 ITAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLUNE & ASSOCIATES, LTD.'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 Q3

ITAN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 CLUNE & ASSOCIATES, LTD. held ITAN β€” position size vs. price
% of Fund (quarterly)    ITAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,052 +28 +0.4% 0.06% $245K 2025-10-17 $34.52
2025 Q2 ADDED 7,024 +20 +0.3% 0.06% $227K 2025-07-30 $32.53
2025 Q1 REDUCED 7,004 -3,284 -31.9% 0.06% $209K 2025-04-28 $28.70
2024 Q4 INITIATED 10,288 β€” β€” 0.11% $320K 2025-02-11 $31.98

🏒 Other funds also holding ITAN

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.14% Noble Wealth Management PBC 0.01%

FAQ About CLUNE & ASSOCIATES, LTD. and ITAN

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

How long has CLUNE & ASSOCIATES, LTD. reported owning ITAN?

CLUNE & ASSOCIATES, LTD. reported ITAN across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ITAN position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for ITAN was 0.11% in 2024 Q4.

What is the latest reported ITAN position on this page?

The most recent filing on this page is 2025 Q3, when CLUNE & ASSOCIATES, LTD. reported 7,052 shares, equal to 0.06% of portfolio, with an estimated market value of $245K.

What does the chart on this ITAN ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'s quarterly ITAN 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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