Informed Momentum Co LLC ESOA — Energy Services of America Corp

Ownership history in Informed Momentum Co LLC  ·  6 quarters on record

AI Ownership Summary

Informed Momentum Co LLC reported Energy Services of America Corp (ESOA) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2024 Q1. The latest visible filing shows ESOA at 0.11% 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 ESOA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Informed Momentum Co LLC's position in Energy Services of America Corp, 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

ESOA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q1

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.

ESOA stock page Informed Momentum Co LLC fund profile Informed Momentum Co LLC full holdings
How Informed Momentum Co LLC held ESOA — position size vs. price
% of Fund (quarterly)    ESOA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 71,584 -6,525 -8.4% 0.11% $940K 2026-05-13 $16.80
2024 Q4 REDUCED 5.2% -24.9% ✅ 78,109 -4,245 -5.2% 0.14% $986K 2025-02-13 $9.96
2024 Q3 ADDED — — — 82,354 +6,001 +7.9% 0.12% $782K 2024-11-13 $14.17
2024 Q2 REDUCED 50.5% +32.7% ❌ 76,353 -78,034 -50.5% 0.09% $547K 2024-08-12 $6.58
2024 Q1 ADDED — — — 154,387 +18,316 +13.5% 0.20% $1.3M 2024-05-13 $5.91
2023 Q4 INITIATED — — — 136,071 — — 0.14% $814K 2024-02-14 $8.06

🏢 Other funds also holding ESOA

As of 2026 Q1 — sorted by position size

RAFFLES ASSOCIATES LP 3Y 7Y 1.94% Stokes Family Office, LLC 3Y 0.63% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.54% FORMULA GROWTH LTD 3Y 7Y 0.25% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.18% T3 Companies, LLC 0.17% Lionshead Wealth Management, LLC 0.17% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 0.17% Aristides Capital LLC 3Y 0.13% Manatuck Hill Partners, LLC 3Y 7Y 0.11%

FAQ About Informed Momentum Co LLC and ESOA

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

How long has Informed Momentum Co LLC reported owning ESOA?

Informed Momentum Co LLC reported ESOA across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESOA position in Informed Momentum Co LLC's portfolio?

The largest reported portfolio weight for ESOA was 0.20% in 2024 Q1.

What is the latest reported ESOA position on this page?

The most recent filing on this page is 2026 Q1, when Informed Momentum Co LLC reported 71,584 shares, equal to 0.11% of portfolio, with an estimated market value of $940K.

What does the chart on this ESOA ownership page compare?

The chart compares Informed Momentum Co LLC's quarterly ESOA 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 Informed Momentum Co LLC time their ESOA position?

Based on 13F filing dates vs. subsequent ESOA price moves, Informed Momentum Co LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ESOA relative to SPY over the holding period was -0.2%.

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