WealthTrust Axiom LLC ELVA — ELECTROVAYA INC

Ownership history in WealthTrust Axiom LLC  ·  8 quarters on record

AI Ownership Summary

WealthTrust Axiom LLC reported ELECTROVAYA INC (ELVA) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q4. The latest visible filing shows ELVA at 1.03% 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 ELVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthTrust Axiom LLC's position in ELECTROVAYA 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
2025 Q4

ELVA was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

ELVA stock page WealthTrust Axiom LLC fund profile WealthTrust Axiom LLC full holdings
How WealthTrust Axiom LLC held ELVA — position size vs. price
% of Fund (quarterly)    ELVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 505,854 +94,950 +23.1% 1.03% $4.0M 2026-02-14 (Est.) $7.75
2025 Q3 REDUCED — — — 410,904 -4,700 -1.1% 0.65% $2.4M 2025-11-14 $4.75
2025 Q2 ADDED — — — 415,604 +21,525 +5.5% 0.42% $1.4M 2025-08-13 $5.00
2025 Q1 ADDED — — — 394,079 +225,629 +133.9% 0.28% $910K 2025-05-14 $2.90
2024 Q4 ADDED — — — 168,450 +108,550 +181.2% 0.12% $418K 2025-02-13 $2.44
2024 Q3 ADDED — — — 59,900 +14,018 +30.6% 0.04% $140K 2024-11-13 $2.13
2024 Q2 ADDED — — — 45,882 +23,250 +102.7% 0.04% $118K 2024-08-13 $2.05
2024 Q1 INITIATED — — — 22,632 — — 0.03% $83K 2024-05-10 $3.20

🏢 Other funds also holding ELVA

As of 2026 Q1 — sorted by position size

Penbrook Management LLC 3Y 7Y 1.74% Triasima Portfolio Management inc. 3Y 0.32% Huntleigh Advisors, Inc. 0.21% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.2% GAGNON SECURITIES LLC 3Y 7Y 0.05% Conestoga Capital Advisors, LLC 3Y 7Y 0.04% HARBOR CAPITAL ADVISORS, INC. 3Y 0.03% SUMMIT WEALTH GROUP LLC / CO 0.02% NBT BANK N A /NY 3Y 7Y 0.0% Pacifica Partners Inc. 3Y 0.0%

FAQ About WealthTrust Axiom LLC and ELVA

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

How long has WealthTrust Axiom LLC reported owning ELVA?

WealthTrust Axiom LLC reported ELVA across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ELVA position in WealthTrust Axiom LLC's portfolio?

The largest reported portfolio weight for ELVA was 1.03% in 2025 Q4.

What is the latest reported ELVA position on this page?

The most recent filing on this page is 2025 Q4, when WealthTrust Axiom LLC reported 505,854 shares, equal to 1.03% of portfolio, with an estimated market value of $4.0M.

What does the chart on this ELVA ownership page compare?

The chart compares WealthTrust Axiom LLC's quarterly ELVA 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 WealthTrust Axiom LLC time their ELVA position?

Based on 13F filing dates vs. subsequent ELVA price moves, WealthTrust Axiom LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on ELVA relative to SPY over the holding period was +40.0%.

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