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

CUSIP: 640655106

Q4 2023 13F Holders as of 31 Dec 2023

Security identity
Security type / class
Equity / Common Stock, par value $0.001 per share
Shares outstanding
42,553,191
Holder snapshot
Total 13F shares
1,697,160
Share change
+81,783
Total reported value
$2,712,735
Reported price per share
$1.60
Number of holders
17
Value change
+$130,850
Number of buys
8
Number of sells
1

Security key

640655106

Report period

Q4 2023

Institutions

17

Top holders

10

NEOV full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2024 Previous quarter: Q3 2023 NeoVolta Inc. SEC filings NeoVolta Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
BlackRock Finance, Inc.
13D/G signal
—
Evidence rows
15
Latest as of
30 Sep 2023
13F Lead comparable stake: 0.98% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
0.98%
$1,041,677
418,344 shares
 — 30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
0.89%
$940,237
377,605 shares
 — 30 Sep 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.63%
$668,864
268,547 shares
 — 30 Sep 2023
BIP Wealth, LLC
13F
Company
13F
0.47%
$498,533
200,214 shares
 — 30 Sep 2023
STATE STREET CORP
13F
Company
13F
0.34%
$356,603
143,214 shares
 — 30 Sep 2023
AE Wealth Management LLC
13F
Company
13F
0.14%
$152,381
61,197 shares
 — 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
17
Shares
1,697,160
Rows available
17
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
15
Q4 2023 holders
17
Holder diff
2
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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