BOXA β€” EA SERIES TRUST

Ownership history in Empirical Finance, LLC  Β·  4 quarters on record

AI Ownership Summary

Empirical Finance, LLC reported EA SERIES TRUST (BOXA) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows BOXA at 0.02% 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 BOXA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empirical Finance, 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 Q3

BOXA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 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 Empirical Finance, LLC held BOXA β€” position size vs. price
% of Fund (quarterly)    BOXA 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 UNCHANGED 5,000 β€” 0% 0.02% $523K 2025-11-13 $105.10
2025 Q2 UNCHANGED 5,000 β€” 0% 0.03% $516K 2025-08-11 $103.44
2025 Q1 UNCHANGED 5,000 β€” 0% 0.03% $511K 2025-05-07 $101.98
2024 Q4 INITIATED 5,000 β€” β€” 0.03% $500K 2025-01-28 $100.38

FAQ About Empirical Finance, LLC and BOXA

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

How long has Empirical Finance, LLC reported owning BOXA?

Empirical Finance, LLC reported BOXA across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BOXA position in Empirical Finance, LLC's portfolio?

The largest reported portfolio weight for BOXA was 0.03% in 2025 Q1.

What is the latest reported BOXA position on this page?

The most recent filing on this page is 2025 Q3, when Empirical Finance, LLC reported 5,000 shares, equal to 0.02% of portfolio, with an estimated market value of $523K.

What does the chart on this BOXA ownership page compare?

The chart compares Empirical Finance, LLC's quarterly BOXA 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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