NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV)

CUSIP: 640655106

Q2 2022 13F Holders as of 30 Jun 2022

Type / Class
Equity / Common Stock, par value $0.001 per share
Shares outstanding
42,553,191
Total 13F shares
21,000
Share change
-6,270
Total reported value
$80,840
Price per share
$3.84
Number of holders
3
Value change
-$24,184
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 640655106?
CUSIP 640655106 identifies NEOV - NeoVolta Inc. - Common Stock, par value $0.001 per share in SEC institutional holdings data.

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Top shareholders of NEOV - NeoVolta Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
GOFEN & GLOSSBERG LLC /IL/
13F
Company
0.04%
19,000
$110,000 31 Mar 2022
13F
CAPTRUST FINANCIAL ADVISORS
13F
Company
0.01%
5,000
$29,000 31 Mar 2022
13F
WR Wealth Planners, LLC
13F
Company
0.01%
3,270
$18,933 31 Mar 2022
13F

Institutional Holders of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) as of Q2 2022

As of 30 Jun 2022, NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,000 shares. The largest 3 holders included GOFEN & GLOSSBERG LLC /IL/, CAPTRUST FINANCIAL ADVISORS, and WR Wealth Planners, LLC. This page lists 3 institutional shareholders reporting positions in this security for the Q2 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2022 vs Q1 2022 Across Filers

Q1 2022 holders
3
Q2 2022 holders
3
Holder diff
0
Investor Q1 2022 Shares Q2 2022 Shares Share Diff Share Chg % Q1 2022 Value $ Q2 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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