EOS β€” EATON VANCE ENHANCED EQUITY

Ownership history in ARS Wealth Advisors Group, LLC  Β·  7 quarters on record

AI Ownership Summary

ARS Wealth Advisors Group, LLC reported EATON VANCE ENHANCED EQUITY (EOS) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows EOS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Wealth Advisors Group, LLC's position in EATON VANCE ENHANCED EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EOS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARS Wealth Advisors Group, LLC held EOS β€” position size vs. price
% of Fund (quarterly)    EOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,750 β€” 0% 0.03% $257K 2025-10-06 $22.96
2025 Q2 ADDED 10,750 +150 +1.4% 0.03% $260K 2025-07-10 $22.93
2025 Q1 REDUCED 10,600 -2,900 -21.5% 0.03% $224K 2025-04-14 $19.13
2024 Q4 UNCHANGED 13,500 β€” 0% 0.04% $323K 2025-01-14 $21.27
2024 Q3 UNCHANGED 13,500 β€” 0% 0.04% $293K 2024-10-15 $19.58
2024 Q2 UNCHANGED 13,500 β€” 0% 0.04% $294K 2024-07-19 $18.35
2024 Q1 INITIATED 13,500 β€” β€” 0.04% $272K 2024-05-13 $17.49

FAQ About ARS Wealth Advisors Group, LLC and EOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Wealth Advisors Group, LLC reported owning EOS?

ARS Wealth Advisors Group, LLC reported EOS across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported EOS position in ARS Wealth Advisors Group, LLC's portfolio?

The largest reported portfolio weight for EOS was 0.04% in 2024 Q4.

What is the latest reported EOS position on this page?

The most recent filing on this page is 2025 Q3, when ARS Wealth Advisors Group, LLC reported 10,750 shares, equal to 0.03% of portfolio, with an estimated market value of $257K.

What does the chart on this EOS ownership page compare?

The chart compares ARS Wealth Advisors Group, LLC's quarterly EOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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