STXK EA SERIES TRUST

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 (STXK). 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
0.93% (2024 Q3)
Avg. % of fund
0.69%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,230 -19,660 -25.2% 0.41% $1.9M $33.27
2025 Q3 REDUCED 77,890 -8,149 -9.5% 0.68% $2.6M $32.99
2025 Q2 ADDED 86,039 +2,717 +3.3% 0.75% $2.6M $30.13
2025 Q1 ADDED 83,322 +10,907 +15.1% 0.81% $2.4M $28.33
2024 Q4 ADDED 72,415 +2,531 +3.6% 0.82% $2.3M $30.86
2024 Q3 ADDED 69,884 +37,364 +114.9% 0.93% $2.2M $30.81
2024 Q2 UNCHANGED 32,520 0% 0.75% $975K $28.33
2024 Q1 ADDED 32,520 +19,761 +154.9% 0.74% $975K $29.17
2023 Q4 INITIATED 12,759 0.31% $371K
% of Fund (quarterly)    STXK price (monthly, adj. close)
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