DTAN EA SERIES TRUST
FollowSPARKLINE INTL (fund)
5 managers (5 13F filers) reported a position in DTAN shares at 2025-09-30, 323,150 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 2
- Added
- 2
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 323,150
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | 254,379 | $7.62M | 0.89% | +33,214 | 13F-HRTimeline |
| STAPP WEALTH MANAGEMENT, PLLC | 36,596 | $1.1M | 1.47% | +425 | 13F-HRTimeline |
| Proficio Capital Partners LLC | 24,793 | $742K | 0.05% | 0 | 13F-HR/ATimeline |
| Bravias Capital Group, LLC | 7,329 | $219K | 0.15% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 53 | $1.59K | <0.01% | new | 13F-HRTimelineGroup |