STXT — EA SERIES TRUST

Ownership history in WealthPLAN Partners, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN 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
0.37% (2025 Q2)
Avg. % of fund
0.21%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 112,936 -2,145 -1.9% 0.34% $2.3M $19.98
2025 Q3 ADDED 115,081 +57 +0.0% 0.35% $2.3M $19.89
2025 Q2 ADDED 115,024 +256 +0.2% 0.37% $2.3M $19.55
2025 Q1 ADDED 114,768 +46,328 +67.7% 0.33% $2.3M $19.25
6 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% UPTICK PARTNERS, LLC 0.52% 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%
← Back to WealthPLAN Partners, LLC Holdings