MONETA GROUP INVESTMENT ADVISORS LLC TCV β€” EA SERIES TRUST

Ownership history in MONETA GROUP INVESTMENT ADVISORS LLC  Β·  2 quarters on record

AI Ownership Summary

MONETA GROUP INVESTMENT ADVISORS LLC reported EA SERIES TRUST (TCV) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows TCV at 0.01% 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 TCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONETA GROUP INVESTMENT 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
2025 Q4

TCV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2025 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 MONETA GROUP INVESTMENT ADVISORS LLC held TCV β€” position size vs. price
% of Fund (quarterly)    TCV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.6% +7.1% ❌ 40,517 -3,821 -8.6% 0.01% $1.0M 2026-02-12 $29.58
2025 Q3 INITIATED β€” β€” β€” 44,338 β€” β€” 0.01% $1.1M 2025-11-14 $25.88

🏒 Other funds also holding TCV

As of 2025 Q4 β€” sorted by position size

Well Done, LLC 3Y 7Y 0.72% UBS Group AG 3Y 7Y 0.0%

FAQ About MONETA GROUP INVESTMENT ADVISORS LLC and TCV

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

How long has MONETA GROUP INVESTMENT ADVISORS LLC reported owning TCV?

MONETA GROUP INVESTMENT ADVISORS LLC reported TCV across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported TCV position in MONETA GROUP INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for TCV was 0.01% in 2025 Q3.

What is the latest reported TCV position on this page?

The most recent filing on this page is 2025 Q4, when MONETA GROUP INVESTMENT ADVISORS LLC reported 40,517 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this TCV ownership page compare?

The chart compares MONETA GROUP INVESTMENT ADVISORS LLC's quarterly TCV 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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