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.
| 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 |
| 2024 Q4 | ADDED | 68,440 | +7,195 | +11.7% | 0.19% | $1.4M | $18.75 |
| 2024 Q3 | ADDED | 61,245 | +9,740 | +18.9% | 0.17% | $1.3M | $19.40 |
| 2024 Q2 | ADDED | 51,505 | +479 | +0.9% | 0.11% | $1.0M | $18.42 |
| 2024 Q1 | ADDED | 51,026 | +14,131 | +38.3% | 0.11% | $1.0M | $18.36 |
| 2023 Q4 | ADDED | 36,895 | +4,933 | +15.4% | 0.08% | $756K | $18.42 |
| 2023 Q3 | INITIATED | 31,962 | — | — | 0.07% | $627K | — |
As of 2025 Q4 — sorted by position size