Ownership history in UPTICK PARTNERS, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which UPTICK PARTNERS, LLC reported a position in EA SERIES TRUST (STXD). 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 | 32,563 | -6,726 | -17.1% | 0.26% | $1.2M | $37.06 |
| 2025 Q3 | ADDED | 39,289 | +4,566 | +13.1% | 0.38% | $1.4M | $36.41 |
| 2025 Q2 | ADDED | 34,723 | +350 | +1.0% | 0.35% | $1.2M | $34.53 |
| 2025 Q1 | ADDED | 34,373 | +2,095 | +6.5% | 0.38% | $1.1M | $32.08 |
| 2024 Q4 | ADDED | 32,278 | +706 | +2.2% | 0.38% | $1.1M | $32.28 |
| 2024 Q3 | ADDED | 31,572 | +2,595 | +9.0% | 0.45% | $1.1M | $33.25 |
| 2024 Q2 | UNCHANGED | 28,977 | — | 0% | 0.69% | $898K | $30.84 |
| 2024 Q1 | REDUCED | 28,977 | -2,230 | -7.1% | 0.69% | $898K | $30.34 |
| 2023 Q4 | INITIATED | 31,207 | — | — | 0.76% | $902K | — |
As of 2025 Q4 — sorted by position size