Ownership history in PDS Planning, Inc · 10 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in EA SERIES TRUST (STXK). 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 | REDUCED | 17,168 | -41 | -0.2% | 0.04% | $571K | $33.27 |
| 2025 Q3 | ADDED | 17,209 | +1,049 | +6.5% | 0.04% | $570K | $32.99 |
| 2025 Q2 | ADDED | 16,160 | +99 | +0.6% | 0.04% | $490K | $30.13 |
| 2025 Q1 | REDUCED | 16,061 | -1 | -0.0% | 0.04% | $461K | $28.33 |
| 2024 Q4 | REDUCED | 16,062 | -975 | -5.7% | 0.04% | $502K | $30.86 |
| 2024 Q3 | ADDED | 17,037 | +532 | +3.2% | 0.05% | $535K | $30.81 |
| 2024 Q2 | ADDED | 16,505 | +3,243 | +24.5% | 0.05% | $479K | $28.33 |
| 2024 Q1 | ADDED | 13,262 | +34 | +0.3% | 0.04% | $398K | $29.17 |
| 2023 Q4 | REDUCED | 13,228 | -601 | -4.3% | 0.04% | $384K | $28.19 |
| 2023 Q3 | INITIATED | 13,829 | — | — | 0.05% | $348K | — |
As of 2025 Q4 — sorted by position size