NeovoltaNEOV
13F holders, Q3 2024 (September 30)15holders +1
3new positions
4sold out
$4.74avg. 13F price*
At the end of Q3 2024, 15 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Legacy Investment Solutions, LLC ($17.8M), Legacy Wealth Managment, LLC ($17.8M) and BlackRock, Inc. ($1.3M).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $156K |
| Exits | 4 | $111K |
All 13F filers, Q2 2024 → Q3 2024: 72,202 shares bought and 86,496 shares sold, net −14,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Legacy Investment Solutions, LLC | 10.87% | — | 3,484,794 | $17.8M |
| Legacy Wealth Managment, LLC | 10.87% | — | 3,484,794 | $17.8M |
| BlackRock, Inc. | 0.00% | — | 421,163 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 391,893 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Add +5.3% | 306,324 | $947K |
| BIP Wealth, LLC | 0.04% | No change | 200,214 | $619K |
| State Street Corp. | 0.00% | Reduce -29.6% | 100,814 | $312K |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 85,320 | $264K |
| UBS Group AG | 0.00% | New | 28,815 | $89K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $40K |
| Barclays PLC | 0.00% | New | 11,475 | $35K |
| Centennial Wealth Advisory LLC | 0.01% | New | 10,100 | $31K |
| Morgan Stanley | 0.00% | No change | 1,000 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 600 | $2K |
| Bank of America Corp. | 0.00% | Add +28.4% | 298 | $921 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.