Security key
640655114
- Security type / class
- Equity / *W EXP 04/01/202
- Total 13F shares
- 329,436
- Total 13F value
- $464,505
- Share change
- -28,105
- SEC-reported price per share
- $1.41
- Number of holders
- 6
- Value change
- -$39,628
- Number of buys
- 2
- Number of sells
- 3
Report period
Q2 2025
Institutions
6
Top holders
6
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
Legacy Wealth Managment, ...
Disclosed value leader
Legacy Wealth Managment, ...
Comparable rows
0/15
Latest evidence
31 Mar 2025
13F
Highest disclosed value: $7,872,918
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Legacy Wealth Managment, LLC/ID has the largest disclosed position value at $7.87M.
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 Legacy Wealth Managment, LLC/ID's linked filing trail.
Disclosed position value
Top 5
Legacy Wealth Managment, LLC/ID
$7.87M
BlackRock, Inc.
$990.7K
VANGUARD GROUP INC
$892.9K
GEODE CAPITAL MANAGEMENT, LLC
$696K
BIP Wealth, LLC
$490.9K
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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID |
13F
Company
|
—
mixed-class rows
|
$7,872,918
3,636,889 shares
mixed-class rows
|
— | 31 Mar 2025 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$990,687
456,537 shares
|
— | 31 Mar 2025 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$892,884
411,467 shares
|
— | 31 Mar 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$696,050
320,671 shares
|
— | 31 Mar 2025 |
| BIP Wealth, LLC |
13F
Company
|
—
denominator unverified
|
$490,908
226,225 shares
|
— | 31 Mar 2025 |
| Sovran Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$353,343
166,671 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
6
Shares
329,436
Rows available
6
| 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 Q2 2025 vs Q2 2026 Across Filers
Q2 2026 holders
6
Q2 2025 holders
6
Holder diff
0
| Investor | Q2 2026 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q2 2026 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend