Security key
640655114
- Security type / class
- Equity / *W EXP 04/01/202
- Total 13F shares
- 266,523
- Total 13F value
- $164,755
- Share change
- +1,382
- SEC-reported price per share
- $0.63
- Number of holders
- 5
- Value change
- -$2,284
- Number of buys
- 3
- Number of sells
- 1
Report period
Q3 2023
Institutions
5
Top holders
5
NEOVW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
NeoVolta Inc. SEC filings
NeoVolta Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 640655114
Recent filing periods:
Ownership snapshot
Top reported holders of NEOVW - NeoVolta Inc. - *W EXP 04/01/202 (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.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F
Highest disclosed value: $1,378,140
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. has the largest disclosed position value at $1.38M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Disclosed position value
Top 5
BlackRock Finance, Inc.
$1.38M
VANGUARD GROUP INC
$1.23M
GEODE CAPITAL MANAGEMENT, LLC
$857.6K
STATE STREET CORP
$469K
AE Wealth Management LLC
$200.4K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$1,378,140
420,806 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$1,226,579
374,528 shares
|
— | 30 Jun 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$857,598
261,862 shares
|
— | 30 Jun 2023 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$469,026
143,214 shares
|
— | 30 Jun 2023 |
| AE Wealth Management LLC |
13F
Company
|
—
denominator unverified
|
$200,420
61,197 shares
|
— | 30 Jun 2023 |
| NORTHERN TRUST CORP |
13F
Company
|
—
denominator unverified
|
$173,267
52,906 shares
|
— | 30 Jun 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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
266,523
Rows available
5
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q3 2023 vs Q2 2026 Across Filers
Q2 2026 holders
6
Q3 2023 holders
5
Holder diff
-1
| Investor | Q2 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend