Ownership history in WealthPLAN Partners, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,501 | -3,084 | -7.1% | 0.17% | $1.2M | $28.51 |
| 2025 Q3 | REDUCED | 43,585 | -3,998 | -8.4% | 0.18% | $1.2M | $28.15 |
| 2025 Q2 | REDUCED | 47,583 | -2,842 | -5.6% | 0.20% | $1.3M | $26.24 |
| 2025 Q1 | ADDED | 50,425 | +3,533 | +7.5% | 0.17% | $1.2M | $24.27 |
As of 2025 Q4 — sorted by position size