Westside Investment Management, Inc. EVLV EVOLV TECHNOLOGIES

Ownership history in Westside Investment Management, Inc.  ·  7 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported EVOLV TECHNOLOGIES (EVLV) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows EVLV at 0.05% 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 EVLV ownership page tells you

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

EVLV was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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 Westside Investment Management, Inc. held EVLV — position size vs. price
% of Fund (quarterly)    EVLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 70,000 +14,650 +26.5% 0.05% $406K 2026-07-27 $5.45
2026 Q1 ADDED 55,350 +6,250 +12.7% 0.05% $335K 2026-05-04 $7.14
2025 Q4 UNCHANGED 49,100 0% 0.06% $352K 2026-01-23 $6.51
2025 Q3 UNCHANGED 49,100 0% 0.06% $371K 2025-11-04 $7.24
2025 Q2 UNCHANGED 49,100 0% 0.06% $306K 2025-08-05 $7.15
2025 Q1 UNCHANGED 49,100 0% 0.03% $153K 2025-04-25 $3.89
2024 Q4 INITIATED 49,100 0.04% $194K 2025-01-17 $3.19

FAQ About Westside Investment Management, Inc. and EVLV

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

How long has Westside Investment Management, Inc. reported owning EVLV?

Westside Investment Management, Inc. reported EVLV across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported EVLV position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for EVLV was 0.06% in 2025 Q3.

What is the latest reported EVLV position on this page?

The most recent filing on this page is 2026 Q2, when Westside Investment Management, Inc. reported 70,000 shares, equal to 0.05% of portfolio, with an estimated market value of $406K.

What does the chart on this EVLV ownership page compare?

The chart compares Westside Investment Management, Inc.'s quarterly EVLV 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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