FISCHER INVESTMENT STRATEGIES, LLC BOXA β€” EA SERIES TRUST

Ownership history in FISCHER INVESTMENT STRATEGIES, LLC  Β·  3 quarters on record

AI Ownership Summary

FISCHER INVESTMENT STRATEGIES, LLC reported EA SERIES TRUST (BOXA) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows BOXA at 0.16% 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 FISCHER INVESTMENT STRATEGIES, 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
2026 Q2

BOXA was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 FISCHER INVESTMENT STRATEGIES, LLC held BOXA β€” position size vs. price
% of Fund (quarterly)    BOXA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 3,120 +880 +39.3% 0.16% $330K 2026-07-24 $104.26
2026 Q1 ADDED β€” β€” β€” 2,240 +305 +15.8% 0.14% $236K 2026-06-04 $105.26
2025 Q4 INITIATED β€” β€” β€” 1,935 β€” β€” 0.12% $204K 2026-01-28 $105.75

🏒 Other funds also holding BOXA

As of 2026 Q2 β€” sorted by position size

55 North Private Wealth, LLC 0.04%

FAQ About FISCHER INVESTMENT STRATEGIES, 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 FISCHER INVESTMENT STRATEGIES, LLC reported owning BOXA?

FISCHER INVESTMENT STRATEGIES, LLC reported BOXA across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BOXA position in FISCHER INVESTMENT STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for BOXA was 0.16% in 2026 Q2.

What is the latest reported BOXA position on this page?

The most recent filing on this page is 2026 Q2, when FISCHER INVESTMENT STRATEGIES, LLC reported 3,120 shares, equal to 0.16% of portfolio, with an estimated market value of $330K.

What does the chart on this BOXA ownership page compare?

The chart compares FISCHER INVESTMENT STRATEGIES, 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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