Security key
640655114
- Security type / class
- Equity / *W EXP 04/01/202
- Total 13F shares
- 284,630
- Total 13F value
- $288,141
- Share change
- -35,872
- SEC-reported price per share
- $1.06
- Number of holders
- 4
- Value change
- -$35,712
- Number of buys
- 1
- Number of sells
- 1
Report period
Q4 2025
Institutions
4
Top holders
4
NEOVW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous 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
Brent Willson
Disclosed value leader
Legacy Wealth Managment, ...
Comparable rows
0/15
Latest evidence
10 Nov 2025
3/4/5
13F
Highest disclosed value: $24,558,656
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 $24.56M.
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
Brent Willson
$17.47M
Legacy Wealth Managment, LLC/ID
$24.56M
VANGUARD GROUP INC
$2.05M
BlackRock, Inc.
$1.9M
GEODE CAPITAL MANAGEMENT, LLC
$1.43M
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 |
|---|---|---|---|---|---|
| Brent Willson |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$17,466,000
3,550,000 shares
|
— | 08 Oct 2025 |
| Legacy Wealth Managment, LLC/ID |
13F
Company
|
—
mixed-class rows
|
$24,558,656
5,515,237 shares
mixed-class rows
|
— | 30 Sep 2025 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$2,047,087
458,988 shares
|
— | 30 Sep 2025 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$1,898,984
425,781 shares
|
— | 30 Sep 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$1,429,635
320,362 shares
|
— | 30 Sep 2025 |
| BIP Wealth, LLC |
13F
Company
|
—
denominator unverified
|
$1,008,964
226,225 shares
|
— | 30 Sep 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 Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
4
Shares
284,630
Rows available
4
| 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 Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
4
Q4 2025 holders
4
Holder diff
0
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend