EOSE β€” EOS ENERGY ENTERPRISES INC

Ownership history in Atria Wealth Solutions, Inc.  Β·  4 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported EOS ENERGY ENTERPRISES INC (EOSE) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q1. The latest visible filing shows EOSE at 0.00% 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 EOSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in EOS ENERGY ENTERPRISES INC, 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 Q1

EOSE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q2 to 2025 Q1

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 Atria Wealth Solutions, Inc. held EOSE β€” position size vs. price
% of Fund (quarterly)    EOSE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 10,000 β€” 0% 0.00% $38K 2025-05-09 $6.21
2024 Q4 UNCHANGED 10,000 β€” 0% 0.00% $49K 2025-01-31 $5.74
2024 Q3 UNCHANGED 10,000 β€” 0% 0.00% $30K 2024-11-08 $2.67
2024 Q2 INITIATED 10,000 β€” β€” 0.00% $13K 2024-07-22 $1.87

🏒 Other funds also holding EOSE

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01%

FAQ About Atria Wealth Solutions, Inc. and EOSE

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

How long has Atria Wealth Solutions, Inc. reported owning EOSE?

Atria Wealth Solutions, Inc. reported EOSE across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q1.

What was the largest reported EOSE position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for EOSE was 0.00% in 2024 Q4.

What is the latest reported EOSE position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $38K.

What does the chart on this EOSE ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly EOSE 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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