STXG — EA SERIES TRUST

Ownership history in WealthPLAN Partners, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in EA SERIES TRUST (STXG). 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
1.05% (2025 Q4)
Avg. % of fund
0.53%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 137,908 +4,177 +3.1% 1.05% $7.0M $50.89
2025 Q3 ADDED 133,731 +7,275 +5.8% 1.00% $6.7M $49.87
2025 Q2 ADDED 126,456 +2,292 +1.8% 0.94% $5.8M $45.92
2025 Q1 ADDED 124,164 +5,472 +4.6% 0.70% $5.0M $39.90
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STXG price (monthly, adj. close)

Other funds also holding STXG

As of 2025 Q4 — sorted by position size

OxenFree Capital LLC 13.03% UPTICK PARTNERS, LLC 3.82% Demars Financial Group, LLC 3Y 0.9% Worthington Financial Partners, LLC 0.81% Everhart Financial Group, Inc. 3Y 0.13% StoneX Group Inc. 3Y 7Y 0.13% WHITENER CAPITAL MANAGEMENT, INC. 3Y 7Y 0.12% Key Client Fiduciary Advisors, LLC 3Y 0.11% Essex Financial Services, Inc. 3Y 7Y 0.04% GTS SECURITIES LLC 0.03%
← Back to WealthPLAN Partners, LLC Holdings