Heritage Oak Wealth Advisors »

Eos Energy Enterprises shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Eos Energy Enterprises shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Eos Energy Enterprises

Tip: Access up to 7 years of quarterly data

All positions including Eos Energy Enterprises held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eos Energy Enterprises by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $46k 300 151.96

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Eos Energy Enterprises

Group One Trading
Simplex Trading
IMC-Chicago
CIBC Bancorp USA
Cibc World Markets
Heritage Oak Wealth Advisors

View all funds holding Eos Energy Enterprises