NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV)
CUSIP: 640655106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 42,553,191
- Total 13F shares
- 11,480,590
- Share change
- +967,354
- Total reported value
- $37,944,932
- Price per share
- $3.30
- Number of holders
- 23
- Value change
- +$3,273,494
- Number of buys
- 8
- Number of sells
- 9
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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Recent filing periods for CUSIP 640655106:
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 |
|---|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID |
13F
|
Company |
—
mixed-class rows
|
3,636,889
mixed-class rows
|
$7,872,918 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1.1%
|
456,537
|
$990,687 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.97%
|
411,467
|
$892,884 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.75%
|
320,671
|
$696,050 | — | 31 Mar 2025 | |
| BIP Wealth, LLC |
13F
|
Company |
0.53%
|
226,225
|
$490,908 | — | 31 Mar 2025 | |
| Sovran Advisors, LLC |
13F
|
Company |
0.39%
|
166,671
|
$353,343 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
154,669
mixed-class rows
|
$334,346 | — | 31 Mar 2025 | |
| Rossby Financial, LCC |
13F
|
Company |
0.27%
|
115,000
|
$308,775 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.29%
|
123,558
|
$268,121 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.26%
|
110,264
|
$239,273 | — | 31 Mar 2025 | |
| Warberg Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
272,482
|
$234,117 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.15%
|
62,257
|
$135,098 | — | 31 Mar 2025 | |
| Arlington Financial Advisors, LLC |
13F
|
Company |
0.14%
|
58,000
|
$125,860 | — | 31 Mar 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.12%
|
52,200
|
$113,274 | — | 31 Mar 2025 | |
| CLEAR STREET LLC |
13F
|
Company |
—
class O/S missing
|
52,386
|
$45,010 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.03%
|
14,800
|
$32,116 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.03%
|
12,964
|
$28,132 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.03%
|
13,212
|
$28,000 | — | 31 Mar 2025 | |
| Centennial Wealth Advisory LLC |
13F
|
Company |
0.02%
|
10,100
|
$21,917 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.02%
|
8,832
|
$19,165 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
6,153
|
$13,352 | — | 31 Mar 2025 | |
| Allworth Financial LP |
13F
|
Company |
0%
|
950
|
$2,166 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
2,500
|
$2,150 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
243
|
$527 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0%
|
202
|
$438 | — | 31 Mar 2025 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0%
|
100
|
$217 | — | 31 Mar 2025 | |
| Michael Mendik |
3/4/5
|
Chief Operating Officer |
—
class O/S missing
|
150,000
|
— | — | 01 Jan 2025 | |
| James F. Amos |
3/4/5
|
Director |
—
class O/S missing
|
134,966
|
— | — | 18 Oct 2024 | |
| Chandler G. Weeks |
3/4/5
|
Director |
—
class O/S missing
|
70,000
|
— | — | 02 Jan 2025 | |
| John A. Hass |
3/4/5
|
Director |
—
class O/S missing
|
56,966
|
— | — | 18 Oct 2024 | |
| Susan H. Snow |
3/4/5
|
Director |
—
class O/S missing
|
39,876
|
— | — | 18 Oct 2024 |
Institutional Holders of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) as of Q2 2025
As of 30 Jun 2025,
NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,480,590 shares.
The largest 10 holders included
Legacy Investment Solutions, LLC, Legacy Wealth Managment, LLC/ID, BlackRock, Inc., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, UBS Group AG, BIP Wealth, LLC, Sovran Advisors, LLC, NORTHERN TRUST CORP, and STATE STREET CORP.
This page lists
23
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
22
Q2 2025 holders
23
Holder diff
1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.