Visionary Wealth Advisors SHOC — EA SERIES TRUST

Ownership history in Visionary Wealth Advisors  ·  13 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported EA SERIES TRUST (SHOC) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q2. The latest visible filing shows SHOC at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Visionary Wealth Advisors'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
2026 Q1

SHOC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SHOC stock page Visionary Wealth Advisors fund profile Visionary Wealth Advisors full holdings
How Visionary Wealth Advisors held SHOC — position size vs. price
% of Fund (quarterly)    SHOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,618 -714 -11.3% 0.02% $405K 2026-05-13 $107.62
2025 Q4 REDUCED 10.5% +5.0% ❌ 6,332 -741 -10.5% 0.02% $435K 2026-02-13 $76.37
2025 Q3 REDUCED 13.3% +11.1% ❌ 7,073 -1,081 -13.3% 0.02% $442K 2025-11-13 $65.74
2025 Q2 REDUCED 50.7% +16.7% ❌ 8,154 -8,402 -50.7% 0.02% $433K 2025-08-14 $58.11
2025 Q1 REDUCED 61.7% +34.0% ❌ 16,556 -26,727 -61.7% 0.04% $657K 2025-05-14 $47.09
2024 Q4 REDUCED 21.7% -13.5% ✅ 43,283 -12,012 -21.7% 0.12% $2.0M 2025-02-14 $47.83
2024 Q3 REDUCED 5.6% -0.9% ✅ 55,295 -3,263 -5.6% 0.16% $2.6M 2024-11-12 $47.00
2024 Q2 ADDED — — — 58,558 +1,410 +2.5% 0.19% $3.0M 2024-08-13 $44.80
2024 Q1 ADDED — — — 57,148 +2,043 +3.7% 0.17% $2.6M 2024-05-15 $45.07
2023 Q4 ADDED — — — 55,105 +14,741 +36.5% 0.16% $2.2M 2024-02-14 $42.11
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHOC

As of 2026 Q1 — sorted by position size

Demars Financial Group, LLC 3Y 0.65% BIRCH FINANCIAL GROUP, LLC 0.47% GWN SECURITIES INC. 0.2% UPTICK PARTNERS, LLC 0.15% Global Endowment Management, LP 3Y 7Y 0.06% D'Orazio & Associates, Inc. 3Y 7Y 0.05% GTS SECURITIES LLC 0.04% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% Brookstone Capital Management 3Y 7Y 0.01% Lloyd Advisory Services, LLC. 3Y 0.01%

FAQ About Visionary Wealth Advisors and SHOC

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

How long has Visionary Wealth Advisors reported owning SHOC?

Visionary Wealth Advisors reported SHOC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHOC position in Visionary Wealth Advisors's portfolio?

The largest reported portfolio weight for SHOC was 0.19% in 2024 Q2.

What is the latest reported SHOC position on this page?

The most recent filing on this page is 2026 Q1, when Visionary Wealth Advisors reported 5,618 shares, equal to 0.02% of portfolio, with an estimated market value of $405K.

What does the chart on this SHOC ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly SHOC 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.

How well did Visionary Wealth Advisors time their SHOC position?

Based on 13F filing dates vs. subsequent SHOC price moves, Visionary Wealth Advisors correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on SHOC relative to SPY over the holding period was +37.4%.

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