EOSE β€” EOS ENERGY ENTERPRISES INC

Ownership history in Lauer Wealth, LLC  Β·  7 quarters on record

AI Ownership Summary

Lauer Wealth, LLC reported EOS ENERGY ENTERPRISES INC (EOSE) in 7 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 4.26% in 2025 Q3. The latest visible filing shows EOSE at 3.33% 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 Lauer Wealth, 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
2025 Q4

EOSE was reported at 3.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% 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
2025 Q1 to 2025 Q4

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 Lauer Wealth, LLC held EOSE β€” position size vs. price
% of Fund (quarterly)    EOSE 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 Q4 ADDED 320,110 +191,710 +149.3% 3.33% $4.5M 2026-02-14 (Est.) $11.10
2025 Q4 REDUCED 128,400 -10,800 -7.8% 0.83% $1.1M 2026-02-14 (Est.) $11.10
2025 Q3 REDUCED 139,200 -187,240 -57.4% 1.26% $1.8M 2025-10-20 $15.01
2025 Q3 REDUCED 326,440 -284,442 -46.6% 4.26% $6.0M 2025-10-20 $15.01
2025 Q2 ADDED 610,882 +571,582 +1454.4% 2.46% $3.0M 2025-08-13 $6.34
2025 Q1 REDUCED 39,300 -34,200 -46.5% 0.16% $213K 2025-05-02 $5.33
2025 Q1 INITIATED 73,500 β€” β€” 0.11% $139K 2025-05-02 $5.33

FAQ About Lauer Wealth, 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 Lauer Wealth, LLC reported owning EOSE?

Lauer Wealth, LLC reported EOSE across 7 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported EOSE position in Lauer Wealth, LLC's portfolio?

The largest reported portfolio weight for EOSE was 4.26% in 2025 Q3.

What is the latest reported EOSE position on this page?

The most recent filing on this page is 2025 Q4, when Lauer Wealth, LLC reported 320,110 shares, equal to 3.33% of portfolio, with an estimated market value of $4.5M.

What does the chart on this EOSE ownership page compare?

The chart compares Lauer Wealth, 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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