Ownership history in Focus Partners Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in EA SERIES TRUST (BSVO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 36,371,177 | +1,916,671 | +5.6% | 0.97% | $847.4M | $23.30 |
| 2025 Q3 | ADDED | 34,454,506 | +3,193,481 | +10.2% | 1.26% | $780.4M | $22.32 |
| 2025 Q2 | ADDED | 31,261,025 | +443,552 | +1.4% | 1.38% | $637.1M | $20.08 |
| 2025 Q1 | REDUCED | 30,817,473 | -467,383 | -1.5% | 1.50% | $599.1M | $19.16 |
| 2024 Q4 | ADDED | 31,284,856 | +1,178,624 | +3.9% | 1.76% | $677.3M | $21.33 |
| 2024 Q3 | INITIATED | 30,106,232 | — | — | 2.12% | $665.0M | $21.42 |
As of 2025 Q4 — sorted by position size