KFA Private Wealth Group, LLC EOSE — EOS ENERGY ENTERPRISES INC

Ownership history in KFA Private Wealth Group, LLC  ·  3 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported EOS ENERGY ENTERPRISES INC (EOSE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows EOSE at 0.01% 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 KFA Private Wealth Group, LLC'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
2026 Q3

EOSE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 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 KFA Private Wealth Group, 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 10,000 — 0% 0.01% $31K 2026-10-07 $3.10
2026 Q2 UNCHANGED — — — 10,000 — 0% 0.01% $59K 2026-07-28 $3.37
2026 Q1 INITIATED — — — 10,000 — — 0.01% $50K 2026-04-20 $7.16

🏢 Other funds also holding EOSE

As of 2026 Q3 — sorted by position size

Byrne Asset Management LLC 3Y 0.06% Apella Capital, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About KFA Private Wealth Group, 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 KFA Private Wealth Group, LLC reported owning EOSE?

KFA Private Wealth Group, LLC reported EOSE across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported EOSE position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for EOSE was 0.01% in 2026 Q2.

What is the latest reported EOSE position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 10,000 shares, equal to 0.01% of portfolio, with an estimated market value of $31K.

What does the chart on this EOSE ownership page compare?

The chart compares KFA Private Wealth Group, 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.

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