BSVO β€” EA SERIES TRUST

Ownership history in Vistica Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Vistica Wealth Advisors, LLC reported EA SERIES TRUST (BSVO) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 14.12% in 2025 Q4. The latest visible filing shows BSVO at 14.12% 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.

What this BSVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vistica Wealth Advisors, LLC'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
2025 Q4

BSVO was reported at 14.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.12% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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.

How Vistica Wealth Advisors, LLC held BSVO β€” position size vs. price
% of Fund (quarterly)    BSVO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 608,817 β€” β€” 14.12% $14.2M 2026-02-14 (Est.) $26.29

FAQ About Vistica Wealth Advisors, LLC and BSVO

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

How long has Vistica Wealth Advisors, LLC reported owning BSVO?

Vistica Wealth Advisors, LLC reported BSVO across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported BSVO position in Vistica Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BSVO was 14.12% in 2025 Q4.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2025 Q4, when Vistica Wealth Advisors, LLC reported 608,817 shares, equal to 14.12% of portfolio, with an estimated market value of $14.2M.

What does the chart on this BSVO ownership page compare?

The chart compares Vistica Wealth Advisors, LLC's quarterly BSVO 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.

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