BUXX β€” EA SERIES TRUST

Ownership history in McIlrath & Eck, LLC  Β·  10 quarters on record

AI Ownership Summary

McIlrath & Eck, LLC reported EA SERIES TRUST (BUXX) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.48% in 2024 Q2. The latest visible filing shows BUXX at 3.41% 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 BUXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McIlrath & Eck, 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
2025 Q4

BUXX was reported at 3.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.48% 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 Q3 to 2025 Q4

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 McIlrath & Eck, LLC held BUXX β€” position size vs. price
% of Fund (quarterly)    BUXX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,815,141 -36,597 -2.0% 3.41% $36.7M 2026-02-14 (Est.) $20.23
2025 Q3 ADDED 1,851,738 +9,745 +0.5% 3.88% $37.6M 2025-10-22 $19.94
2025 Q2 REDUCED 1,841,993 -37,072 -2.0% 4.27% $37.4M 2025-08-14 $19.80
2025 Q1 ADDED 1,879,065 +34,923 +1.9% 4.69% $38.2M 2025-05-16 $19.51
2024 Q4 ADDED 1,844,142 +28,346 +1.6% 4.77% $37.4M 2025-02-18 $19.30
2024 Q3 REDUCED 1,815,796 -7,791 -0.4% 4.75% $36.9M 2024-11-19 $19.05
2024 Q2 ADDED 1,823,587 +235,136 +14.8% 5.48% $36.9M 2024-08-14 $18.79
2024 Q1 ADDED 1,588,451 +230,177 +16.9% 5.09% $32.1M 2024-05-10 $18.44
2023 Q4 ADDED 1,358,274 +67,325 +5.2% 4.82% $27.4M 2024-02-06 $18.21
2023 Q3 INITIATED 1,290,949 β€” β€” 5.23% $26.0M 2023-11-16 $17.88

FAQ About McIlrath & Eck, LLC and BUXX

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

How long has McIlrath & Eck, LLC reported owning BUXX?

McIlrath & Eck, LLC reported BUXX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BUXX position in McIlrath & Eck, LLC's portfolio?

The largest reported portfolio weight for BUXX was 5.48% in 2024 Q2.

What is the latest reported BUXX position on this page?

The most recent filing on this page is 2025 Q4, when McIlrath & Eck, LLC reported 1,815,141 shares, equal to 3.41% of portfolio, with an estimated market value of $36.7M.

What does the chart on this BUXX ownership page compare?

The chart compares McIlrath & Eck, LLC's quarterly BUXX 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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