BOXX β€” EA SERIES TRUST

Ownership history in Schiavi & Co LLC  Β·  3 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported EA SERIES TRUST (BOXX) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows BOXX at 0.72% 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 BOXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schiavi & Co 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

BOXX was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 Schiavi & Co LLC held BOXX β€” position size vs. price
% of Fund (quarterly)    BOXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 19,374 +10,374 +115.3% 0.72% $2.2M 2026-02-14 (Est.) $115.69
2025 Q3 UNCHANGED 9,000 β€” 0% 0.34% $1.0M 2025-11-03 $114.23
2025 Q2 INITIATED 9,000 β€” β€” 0.34% $1.0M 2025-08-11 $113.18

FAQ About Schiavi & Co LLC and BOXX

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

How long has Schiavi & Co LLC reported owning BOXX?

Schiavi & Co LLC reported BOXX across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BOXX position in Schiavi & Co LLC's portfolio?

The largest reported portfolio weight for BOXX was 0.72% in 2025 Q4.

What is the latest reported BOXX position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 19,374 shares, equal to 0.72% of portfolio, with an estimated market value of $2.2M.

What does the chart on this BOXX ownership page compare?

The chart compares Schiavi & Co LLC's quarterly BOXX 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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