BSVO EA SERIES TRUST

Ownership history in IFG Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

IFG Advisors, LLC reported EA SERIES TRUST (BSVO) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q2. The latest visible filing shows BSVO at 0.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisors, 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 Q1

BSVO was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 IFG Advisors, LLC held BSVO — position size vs. price
% of Fund (quarterly)    BSVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 106,742 -1,555 -1.4% 0.44% $2.7M 2026-04-09 $26.56
2025 Q4 REDUCED 108,297 -10,543 -8.9% 0.42% $2.5M 2026-01-13 $24.57
2025 Q3 ADDED 118,840 +637 +0.5% 0.44% $2.7M 2025-11-06 $21.98
2025 Q2 UNCHANGED 118,203 0% 0.40% $2.4M 2025-07-28 $21.20
2025 Q1 UNCHANGED 118,203 0% 0.44% $2.3M 2025-04-08 $16.53
2024 Q4 ADDED 118,203 +2,659 +2.3% 0.51% $2.6M 2025-02-05 $21.73
2024 Q3 REDUCED 115,544 -1,594 -1.4% 0.55% $2.6M 2024-10-18 $21.77
2024 Q2 ADDED 117,138 +72,077 +160.0% 0.56% $2.4M 2024-07-22 $21.65
2024 Q1 ADDED 45,061 +2,544 +6.0% 0.25% $958K 2024-04-24 $19.76
2023 Q4 ADDED 42,517 +233 +0.6% 0.26% $893K 2024-01-29 $20.26
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFG Advisors, LLC and BSVO

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

How long has IFG Advisors, LLC reported owning BSVO?

IFG Advisors, LLC reported BSVO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSVO position in IFG Advisors, LLC's portfolio?

The largest reported portfolio weight for BSVO was 0.56% in 2024 Q2.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2026 Q1, when IFG Advisors, LLC reported 106,742 shares, equal to 0.44% of portfolio, with an estimated market value of $2.7M.

What does the chart on this BSVO ownership page compare?

The chart compares IFG Advisors, LLC's quarterly BSVO 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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