AEVA β€” AEVA TECHNOLOGIES INC

Ownership history in IFP Advisors, Inc  Β·  7 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported AEVA TECHNOLOGIES INC (AEVA) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows AEVA at 0.00% 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 IFP Advisors, 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 Q1

AEVA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 IFP Advisors, Inc held AEVA β€” position size vs. price
% of Fund (quarterly)    AEVA 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)
2026 Q1 ADDED 383 +374 +4155.6% 0.00% $5K 2026-04-13 $13.60
2025 Q4 ADDED 9 +9 β€” 0.00% $120 2026-02-06 $12.40
2025 Q3 UNCHANGED β€” β€” β€” 0.00% $8K 2025-12-02 $10.89
2025 Q2 REDUCED β€” -9 -100.0% 0.00% $18K 2025-07-24 $23.57
2025 Q1 UNCHANGED 9 β€” 0% 0.00% $63 2025-05-05 $7.79
2024 Q4 UNCHANGED 9 β€” 0% 0.00% $30 2025-02-04 $4.00
2024 Q2 INITIATED 9 β€” β€” 0.00% $35 2024-07-30 $3.52

FAQ About IFP Advisors, 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 IFP Advisors, Inc reported owning AEVA?

IFP Advisors, Inc reported AEVA across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AEVA position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for AEVA was 0.00% in 2025 Q2.

What is the latest reported AEVA position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 383 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this AEVA ownership page compare?

The chart compares IFP Advisors, 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.

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