Back to IEQ CAPITAL, LLC IEQ CAPITAL, LLC

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5 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in EA SERIES TRUST

IEQ CAPITAL, LLC holds 79,359 shares of BSVO (EA SERIES TRUST), worth $2.3M as of 2026-Q2. The position was increased (+9.4% shares). BSVO represents 0.0% of IEQ CAPITAL, LLC's portfolio.

Current Value

$2.3M

Current Shares

79,359

Total Value Change

+$838,324

Total Shares Change

+6,830

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
79,359
+9.4%
$2.3M0.0%$29.19
29
2026-Q1
Unchanged
72,529
0.0%
$1.8M0.0%$25.81
0
2025-Q4
Unchanged
72,529
0.0%
$1.7M0.0%$23.51
0
2025-Q3
Unchanged
72,529
0.0%
$1.6M0.0%$22.33
0
2025-Q2
New
72,529
-
$1.5M0.0%$20.17
35

Other major holders of BSVO: Focus Partners Wealth

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