AAUS — EA SERIES TRUST

Ownership history in Plancorp, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in EA SERIES TRUST (AAUS). 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.

Peak position
1.18% (2025 Q3)
Avg. % of fund
1.17%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 692,729 -1,934 -0.3% 1.15% $38.2M $55.11
2025 Q3 INITIATED 694,663 — — 1.18% $37.5M $53.79
% of Fund (quarterly)    AAUS price (monthly, adj. close)

Other funds also holding AAUS

As of 2025 Q4 — sorted by position size

Seed Wealth Management, Inc. 3Y 25.99% Relyea Zuckerberg Hanson LLC 3Y 3.35% One Degree Advisors Inc 2.27% QUARRY HILL ADVISORS, LLC 3Y 0.99% Soundwatch Capital LLC 3Y 0.86% Schiavi & Co LLC 3Y 0.34% M Holdings Securities, Inc. 3Y 7Y 0.26% Revolve Wealth Partners, LLC 3Y 0.25% Almanack Investment Partners, LLC. 3Y 7Y 0.23% UNITED CAPITAL FINANCIAL ADVISORS, LLC 3Y 7Y 0.04%
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