Integrated Wealth Concepts LLC
Position in EOSE — Eos Energy Enterprises, Inc.
CIK 1737109
WALTHAM, MA
Position in EOSE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,563
-$122,198 QoQ
Shares Held
5,538
-82.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 346 holders
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EOSE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $20,360,824 across 29 Electrical Equipment & Parts names. EOSE ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
33,444 | $11,197,720 | |
| 2 | NVT |
nVent Electric plc
|
11,605 | $1,968,324 | |
| 3 | BE |
Bloom Energy Corp
|
4,185 | $1,266,799 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,927 | $1,102,483 | |
| 5 | HUBB |
Hubbell Inc
|
2,048 | $1,071,513 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
16,527 | $923,198 | |
| 7 | TGEN |
Tecogen Inc.
|
112,080 | $585,057 | |
| 8 | ENVX |
Enovix Corp
|
89,616 | $543,969 |
All Filings in EOSE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,563 | 5,538 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $154,761 | 31,202 | Shares | Sole | 2026-05-15 | |
| 2021-03-31 | $248,807 | 12,617 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||