Koshinski Asset Management, Inc. FRDM EA SERIES TRUST

Ownership history in Koshinski Asset Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Koshinski Asset Management, Inc. reported EA SERIES TRUST (FRDM) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.55% in 2026 Q1. The latest visible filing shows FRDM at 0.55% 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 FRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koshinski Asset Management, Inc.'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

FRDM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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 Koshinski Asset Management, Inc. held FRDM — position size vs. price
% of Fund (quarterly)    FRDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 160,417 +112,505 +234.8% 0.55% $8.8M 2026-04-27 $62.90
2025 Q4 ADDED 47,912 +29,602 +161.7% 0.16% $2.5M 2026-02-03 $58.93
2025 Q3 ADDED 18,310 +12,878 +237.1% 0.05% $811K 2025-11-10 $47.73
2025 Q2 INITIATED 5,432 0.02% $219K 2025-07-29 $39.80

FAQ About Koshinski Asset Management, Inc. and FRDM

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

How long has Koshinski Asset Management, Inc. reported owning FRDM?

Koshinski Asset Management, Inc. reported FRDM across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FRDM position in Koshinski Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for FRDM was 0.55% in 2026 Q1.

What is the latest reported FRDM position on this page?

The most recent filing on this page is 2026 Q1, when Koshinski Asset Management, Inc. reported 160,417 shares, equal to 0.55% of portfolio, with an estimated market value of $8.8M.

What does the chart on this FRDM ownership page compare?

The chart compares Koshinski Asset Management, Inc.'s quarterly FRDM 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 Koshinski Asset Management, Inc. time their FRDM position?

Based on 13F filing dates vs. subsequent FRDM price moves, Koshinski Asset Management, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FRDM relative to SPY over the holding period was +147.9%.

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