Ownership history in PDS Planning, Inc · 7 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in EA SERIES TRUST (STXD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 9,692 | +373 | +4.0% | 0.02% | $359K | $37.06 |
| 2025 Q3 | ADDED | 9,319 | +581 | +6.6% | 0.02% | $340K | $36.41 |
| 2025 Q2 | ADDED | 8,738 | +32 | +0.4% | 0.02% | $304K | $34.53 |
| 2025 Q1 | ADDED | 8,706 | +20 | +0.2% | 0.02% | $282K | $32.08 |
| 2024 Q4 | REDUCED | 8,686 | -110 | -1.3% | 0.03% | $284K | $32.28 |
| 2024 Q3 | ADDED | 8,796 | +1,106 | +14.4% | 0.03% | $297K | $33.25 |
| 2024 Q2 | INITIATED | 7,690 | — | — | 0.02% | $242K | — |
As of 2025 Q4 — sorted by position size