STXT — 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 (STXT). 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
0.88% (2025 Q1)
Avg. % of fund
0.67%
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 122,355 -27,977 -18.6% 0.52% $2.5M $19.98
2025 Q3 ADDED 150,332 +15,708 +11.7% 0.80% $3.0M $19.89
2025 Q2 ADDED 134,624 +4,889 +3.8% 0.78% $2.7M $19.55
2025 Q1 ADDED 129,735 +19,345 +17.5% 0.88% $2.6M $19.25
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STXT price (monthly, adj. close)

Other funds also holding STXT

As of 2025 Q4 — sorted by position size

OxenFree Capital LLC 9.35% McIlrath & Eck, LLC 3Y 7Y 6.52% WealthPLAN Partners, LLC 3Y 7Y 0.34% StoneX Group Inc. 3Y 7Y 0.21% Ethos Financial Group, LLC 3Y 0.19% TCP Asset Management, LLC 3Y 0.05% GTS SECURITIES LLC 0.02% Trilogy Capital Inc. 3Y 7Y 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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