FourThought Financial Partners, LLC EOSE — EOS ENERGY ENTERPRISES INC COM CL A

Ownership history in FourThought Financial Partners, LLC  ·  12 quarters on record

AI Ownership Summary

FourThought Financial Partners, LLC reported EOS ENERGY ENTERPRISES INC COM CL A (EOSE) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q3. The latest visible filing shows EOSE at 0.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EOSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FourThought Financial Partners, LLC's position in EOS ENERGY ENTERPRISES INC COM CL A, 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
2026 Q1

EOSE was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 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.

EOSE stock page FourThought Financial Partners, LLC fund profile FourThought Financial Partners, LLC full holdings
How FourThought Financial Partners, LLC held EOSE — position size vs. price
% of Fund (quarterly)    EOSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 198,656 +19,068 +10.6% 0.09% $985K 2026-05-07 $6.36
2025 Q4 REDUCED 5.1% -56.7% ✅ 179,588 -9,668 -5.1% 0.17% $2.1M 2026-02-06 $12.31
2025 Q3 REDUCED 5.1% -0.3% ✅ 189,256 -10,245 -5.1% 0.19% $2.2M 2025-11-13 $15.20
2025 Q2 REDUCED 27.4% +118.2% ❌ 199,501 -75,116 -27.4% 0.10% $1.0M 2025-08-12 $6.11
2025 Q1 UNCHANGED — — — 274,617 — 0% 0.11% $1.0M 2025-05-07 $6.67
2024 Q4 UNCHANGED — — — 274,617 — 0% 0.14% $1.3M 2025-02-04 $5.94
2024 Q1 ADDED — — — 274,617 +51,174 +22.9% 0.03% $283K 2024-05-14 $0.82
2023 Q4 UNCHANGED — — — 223,443 — 0% 0.03% $244K 2024-02-06 $1.18
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EOSE

As of 2026 Q1 — sorted by position size

Crystal Cove Asset Management, LLC 25.62% Crystal Cove Asset Management, LLC 9.04% Electron Capital Partners, LLC 3Y 7Y 1.04% Lauer Wealth, LLC 0.75% Arosa Capital Management LP 3Y 7Y 0.55% DRIEHAUS CAPITAL MANAGEMENT LLC 3Y 7Y 0.54% DLD Asset Management, LP 3Y 7Y 0.54% Graham Capital Management, L.P. 3Y 7Y 0.32% Fiscal Wisdom Wealth Management, LLC 0.31% Skaana Management L.P. 3Y 0.28%

FAQ About FourThought Financial Partners, LLC and EOSE

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

How long has FourThought Financial Partners, LLC reported owning EOSE?

FourThought Financial Partners, LLC reported EOSE across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EOSE position in FourThought Financial Partners, LLC's portfolio?

The largest reported portfolio weight for EOSE was 0.19% in 2025 Q3.

What is the latest reported EOSE position on this page?

The most recent filing on this page is 2026 Q1, when FourThought Financial Partners, LLC reported 198,656 shares, equal to 0.09% of portfolio, with an estimated market value of $985K.

What does the chart on this EOSE ownership page compare?

The chart compares FourThought Financial Partners, LLC'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.

How well did FourThought Financial Partners, LLC time their EOSE position?

Based on 13F filing dates vs. subsequent EOSE price moves, FourThought Financial Partners, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on EOSE relative to SPY over the holding period was -29.2%.

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