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14 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in EA SERIES TRUST

Yes. LPL Financial holds 151,029 shares of BSVO, worth $4.4M, as of its Q2 2026 13F filing. It increased the position by 39,335 shares (+35.2%) from Q1 2026. LPL Financial has held BSVO since Q1 2023, across 14 quarterly 13F filings.

Current Value

$4.4M

Current Shares

151,029

Total Value Change

+$4.2M

Total Shares Change

+136,353

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
151,029
+35.2%
$4.4M0.0%$29.19
35
2026-Q1
Increased
111,694
+4.4%
$2.8M0.0%$25.81
27
2025-Q4
Decreased
107,019
-1.4%
$2.5M0.0%$23.51
0
2025-Q3
Increased
108,558
+5.2%
$2.5M0.0%$22.33
28
2025-Q2
Increased
103,177
+1.8%
$2.1M0.0%$20.17
26
2025-Q1
Increased
101,341
+4.1%
$2M0.0%$19.22
27
2024-Q4
Increased
97,389
+462.9%
$2.1M0.0%$21.22
42
2024-Q3
Increased
17,300
+8.8%
$382,1570.0%$21.34
26
2024-Q2
Unchanged
15,900
0.0%
$323,9200.0%$19.76
0
2024-Q1
Increased
15,900
+4.0%
$338,1330.0%$20.62
25
2023-Q4
Increased
15,283
+6.3%
$321,1690.0%$20.38
25
2023-Q3
Decreased
14,376
-2.0%
$262,7030.0%$17.47
0
2023-Q2
Unchanged
14,676
0.0%
$261,6730.0%$17.09
0
2023-Q1
New
14,676
-
$257,2700.0%$16.52
32

Other major holders of BSVO: Focus Partners Wealth

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