ORR β€” EA SERIES TRUST

Ownership history in STAPP WEALTH MANAGEMENT, PLLC  Β·  3 quarters on record

AI Ownership Summary

STAPP WEALTH MANAGEMENT, PLLC reported EA SERIES TRUST (ORR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 10.96% in 2025 Q4. The latest visible filing shows ORR at 10.96% 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 ORR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STAPP WEALTH MANAGEMENT, PLLC'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

ORR was reported at 10.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.96% 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 STAPP WEALTH MANAGEMENT, PLLC held ORR β€” position size vs. price
% of Fund (quarterly)    ORR price (quarter-end, 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 249,062 +2,361 +1.0% 10.96% $8.5M 2026-02-14 (Est.) $38.54
2025 Q3 ADDED 246,701 +6,322 +2.6% 10.43% $7.8M 2025-10-27 $32.04
2025 Q2 INITIATED 240,379 β€” β€” 10.13% $7.0M 2025-07-14 $28.97

FAQ About STAPP WEALTH MANAGEMENT, PLLC and ORR

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

How long has STAPP WEALTH MANAGEMENT, PLLC reported owning ORR?

STAPP WEALTH MANAGEMENT, PLLC reported ORR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ORR position in STAPP WEALTH MANAGEMENT, PLLC's portfolio?

The largest reported portfolio weight for ORR was 10.96% in 2025 Q4.

What is the latest reported ORR position on this page?

The most recent filing on this page is 2025 Q4, when STAPP WEALTH MANAGEMENT, PLLC reported 249,062 shares, equal to 10.96% of portfolio, with an estimated market value of $8.5M.

What does the chart on this ORR ownership page compare?

The chart compares STAPP WEALTH MANAGEMENT, PLLC's quarterly ORR 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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