Plan A Wealth LLC E ENI S P A

Ownership history in Plan A Wealth LLC  ·  3 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported ENI S P A (E) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows E 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.

What this E ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plan A Wealth LLC's position in ENI S P 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 Q2

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

High-water mark
Peak Conviction
0.16% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 Plan A Wealth LLC held E — position size vs. price
% of Fund (quarterly)    E 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 Q2 REDUCED 4,501 -1,224 -21.4% 0.09% $211K 2026-07-14 $49.55
2026 Q1 ADDED 5,725 +143 +2.6% 0.16% $324K 2026-05-15 $54.87
2025 Q4 INITIATED 5,582 0.10% $212K 2026-02-06 $41.37

FAQ About Plan A Wealth LLC and E

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

How long has Plan A Wealth LLC reported owning E?

Plan A Wealth LLC reported E across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported E position in Plan A Wealth LLC's portfolio?

The largest reported portfolio weight for E was 0.16% in 2026 Q1.

What is the latest reported E position on this page?

The most recent filing on this page is 2026 Q2, when Plan A Wealth LLC reported 4,501 shares, equal to 0.09% of portfolio, with an estimated market value of $211K.

What does the chart on this E ownership page compare?

The chart compares Plan A Wealth LLC's quarterly E 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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