Abbot Financial Management, Inc. AEVA AEVA TECHNOLOGIES INC

Ownership history in Abbot Financial Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Abbot Financial Management, Inc. reported AEVA TECHNOLOGIES INC (AEVA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.39% in 2026 Q2. The latest visible filing shows AEVA at 0.39% 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 AEVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abbot Financial Management, Inc.'s position in AEVA TECHNOLOGIES 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 Q2

AEVA was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% 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
2025 Q3 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 Abbot Financial Management, Inc. held AEVA — position size vs. price
% of Fund (quarterly)    AEVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 39,875 -12,975 -24.6% 0.39% $1.1M 2026-08-06 $25.26
2026 Q1 ADDED 52,850 +250 +0.5% 0.29% $696K 2026-05-13 $20.26
2025 Q4 ADDED 52,600 +26,995 +105.4% 0.29% $699K 2026-02-13 $13.58
2025 Q3 INITIATED 25,605 0.16% $371K 2025-11-10 $13.60

FAQ About Abbot Financial Management, Inc. and AEVA

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

How long has Abbot Financial Management, Inc. reported owning AEVA?

Abbot Financial Management, Inc. reported AEVA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AEVA position in Abbot Financial Management, Inc.'s portfolio?

The largest reported portfolio weight for AEVA was 0.39% in 2026 Q2.

What is the latest reported AEVA position on this page?

The most recent filing on this page is 2026 Q2, when Abbot Financial Management, Inc. reported 39,875 shares, equal to 0.39% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AEVA ownership page compare?

The chart compares Abbot Financial Management, Inc.'s quarterly AEVA 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.

How well did Abbot Financial Management, Inc. time their AEVA position?

Based on 13F filing dates vs. subsequent AEVA price moves, Abbot Financial Management, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AEVA relative to SPY over the holding period was +696.6%.

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