Integrity Wealth Solutions LLC BSVO — EA SERIES TRUST

Ownership history in Integrity Wealth Solutions LLC  ·  10 quarters on record

AI Ownership Summary

Integrity Wealth Solutions LLC reported EA SERIES TRUST (BSVO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2024 Q2. The latest visible filing shows BSVO at 0.71% 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 BSVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Wealth Solutions 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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% 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.

BSVO stock page Integrity Wealth Solutions LLC fund profile Integrity Wealth Solutions LLC full holdings
How Integrity Wealth Solutions 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 71,538 — 0% 0.71% $1.8M 2026-05-04 $27.42
2025 Q4 ADDED — — — 71,538 +714 +1.0% 0.66% $1.7M 2026-02-02 $25.61
2025 Q3 UNCHANGED — — — 70,824 — 0% 0.72% $1.6M 2025-11-06 $21.98
2025 Q2 ADDED — — — 70,824 +733 +1.0% 0.70% $1.4M 2025-08-05 $20.46
2025 Q1 REDUCED — — — 70,091 -261 -0.4% 0.74% $1.4M 2025-04-22 $17.61
2024 Q4 ADDED — — — 70,352 +2,130 +3.1% 0.85% $1.5M 2025-01-22 $21.77
2024 Q3 UNCHANGED — — — 68,222 — 0% 0.88% $1.5M 2024-10-21 $21.23
2024 Q2 ADDED — — — 68,222 +52,021 +321.1% 0.90% $1.4M 2024-07-26 $22.22
2024 Q1 UNCHANGED — — — 16,201 — 0% 0.23% $345K 2024-04-18 $19.04
2023 Q4 INITIATED — — — 16,201 — — 0.24% $340K 2024-02-08 $19.42

🏢 Other funds also holding BSVO

As of 2026 Q1 — sorted by position size

Kaufman Rossin Wealth, LLC 18.57% Peirce Capital Management, LLC 18.04% Vistica Wealth Advisors, LLC 14.59% HBE Wealth Management, LLC 13.68% Capstone Wealth Management, LLC 12.71% Squire Investment Management Company, LLC 12.04% BENNINGFIELD FINANCIAL ADVISORS, LLC 10.46% CLARIS ADVISORS, LLC / MO / 3Y 9.28% KEB ASSET MANAGEMENT, LLC 3Y 7.86% COGENT STRATEGIC WEALTH LLC 6.79%

FAQ About Integrity Wealth Solutions 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 Integrity Wealth Solutions LLC reported owning BSVO?

Integrity Wealth Solutions LLC reported BSVO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSVO position in Integrity Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for BSVO was 0.90% in 2024 Q2.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2026 Q1, when Integrity Wealth Solutions LLC reported 71,538 shares, equal to 0.71% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BSVO ownership page compare?

The chart compares Integrity Wealth Solutions 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.

How well did Integrity Wealth Solutions LLC time their BSVO position?

Based on 13F filing dates vs. subsequent BSVO price moves, Integrity Wealth Solutions LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BSVO relative to SPY over the holding period was -2.1%.

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