BDGS β€” EA SERIES TRUST

Ownership history in MILESTONE ASSET MANAGEMENT, LLC  Β·  10 quarters on record

AI Ownership Summary

MILESTONE ASSET MANAGEMENT, LLC reported EA SERIES TRUST (BDGS) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.37% in 2024 Q2. The latest visible filing shows BDGS at 0.12% 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 BDGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MILESTONE ASSET MANAGEMENT, 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

BDGS was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% 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 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.

BDGS stock page MILESTONE ASSET MANAGEMENT, LLC fund profile MILESTONE ASSET MANAGEMENT, LLC full holdings
How MILESTONE ASSET MANAGEMENT, LLC held BDGS β€” position size vs. price
% of Fund (quarterly)    BDGS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,770 -1,769 -9.1% 0.12% $616K 2026-02-14 (Est.) $34.18
2025 Q3 REDUCED 19,539 -1,062 -5.2% 0.13% $671K 2025-10-15 $34.22
2025 Q2 REDUCED 20,601 -5,238 -20.3% 0.14% $679K 2025-08-05 $33.00
2025 Q1 REDUCED 25,839 -897 -3.4% 0.17% $804K 2025-04-09 $31.36
2024 Q4 ADDED 26,736 +2,767 +11.5% 0.19% $843K 2025-01-23 $32.21
2024 Q3 REDUCED 23,969 -28,246 -54.1% 0.16% $731K 2024-10-25 $29.98
2024 Q2 ADDED 52,215 +9,860 +23.3% 0.37% $1.5M 2024-07-19 $29.02
2024 Q1 ADDED 42,355 +20,692 +95.5% 0.33% $1.2M 2024-04-23 $26.95
2023 Q4 ADDED 21,663 +6,778 +45.5% 0.19% $584K 2024-01-23 $26.49
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BDGS

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.02% GTS SECURITIES LLC 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.0%

FAQ About MILESTONE ASSET MANAGEMENT, LLC and BDGS

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

How long has MILESTONE ASSET MANAGEMENT, LLC reported owning BDGS?

MILESTONE ASSET MANAGEMENT, LLC reported BDGS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BDGS position in MILESTONE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BDGS was 0.37% in 2024 Q2.

What is the latest reported BDGS position on this page?

The most recent filing on this page is 2025 Q4, when MILESTONE ASSET MANAGEMENT, LLC reported 17,770 shares, equal to 0.12% of portfolio, with an estimated market value of $616K.

What does the chart on this BDGS ownership page compare?

The chart compares MILESTONE ASSET MANAGEMENT, LLC's quarterly BDGS 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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