STXM EA SERIES TRUST

Ownership history in UPTICK PARTNERS, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which UPTICK PARTNERS, LLC reported a position in EA SERIES TRUST (STXM). 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
1.81% (2024 Q3)
Avg. % of fund
1.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 148,677 -38,060 -20.4% 0.90% $4.2M $28.51
2025 Q3 REDUCED 186,737 -5,093 -2.7% 1.38% $5.3M $28.15
2025 Q2 ADDED 191,830 +5,160 +2.8% 1.45% $5.1M $26.24
2025 Q1 ADDED 186,670 +13,046 +7.5% 1.55% $4.6M $24.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STXM price (monthly, adj. close)
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