FRDM — EA SERIES TRUST

Ownership history in GERBER, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which GERBER, LLC reported a position in EA SERIES TRUST (FRDM). 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.

Peak position
0.62% (2025 Q4)
Avg. % of fund
0.62%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 21,633 — — 0.62% $1.1M $51.27
% of Fund (quarterly)    FRDM price (monthly, adj. close)

Other funds also holding FRDM

As of 2025 Q4 — sorted by position size

Ellevest, Inc. 3Y 7Y 8.35% Investment Planning Advisors, Inc. 8.34% Yardley Wealth Management LLC 8.3% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 6.54% Coyle Financial Counsel LLC 3Y 7Y 6.36% Longview Financial Advisors, Inc. 5.99% ENZI WEALTH 3Y 5.29% Tanglewood Wealth Management, Inc. 3Y 7Y 5.28% Wright Wealth LLC 4.23% Womack Financial LLC 4.06%
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