AAUS β€” EA SERIES TRUST

Ownership history in Seed Wealth Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Seed Wealth Management, Inc. reported EA SERIES TRUST (AAUS) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 26.04% in 2025 Q3. The latest visible filing shows AAUS at 25.99% 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 AAUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seed Wealth Management, Inc.'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

AAUS was reported at 25.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.04% 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 Seed Wealth Management, Inc. held AAUS β€” position size vs. price
% of Fund (quarterly)    AAUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 683,953 -14,507 -2.1% 25.99% $37.7M 2026-02-14 (Est.) $54.63
2025 Q3 INITIATED 698,460 β€” β€” 26.04% $37.7M 2025-10-15 $53.70

FAQ About Seed Wealth Management, Inc. and AAUS

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

How long has Seed Wealth Management, Inc. reported owning AAUS?

Seed Wealth Management, Inc. reported AAUS across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported AAUS position in Seed Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for AAUS was 26.04% in 2025 Q3.

What is the latest reported AAUS position on this page?

The most recent filing on this page is 2025 Q4, when Seed Wealth Management, Inc. reported 683,953 shares, equal to 25.99% of portfolio, with an estimated market value of $37.7M.

What does the chart on this AAUS ownership page compare?

The chart compares Seed Wealth Management, Inc.'s quarterly AAUS 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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