Neovolta Inc. -CW27NEOVWPreferred / convertible
13F holders, Q4 2024 (December 31)6holders
0new positions
0sold out
$1.97avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Neovolta Inc. -CW27 (NEOVW) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Warberg Asset Management LLC ($709K), Clear Street LLC ($105K) and Legacy Investment Solutions, LLC ($22K).
- Company
- Neovolta Inc. -CW27
- CUSIP
- 640655114
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 129,481 shares bought and 32,980 shares sold, net +96,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Warberg Asset Management LLC | — | Add +57.6% | 354,299 | $709K |
| Clear Street LLC | — | Reduce -35.9% | 52,386 | $105K |
| Legacy Investment Solutions, LLC | — | Reduce -2.7% | 14,596 | $22K |
| Legacy Wealth Managment, LLC | — | Reduce -2.7% | 14,596 | $22K |
| Osaic Holdings, Inc. | — | Reduce -50.0% | 2,500 | $5K |
| UBS Group AG | — | Reduce -80.2% | 99 | $198 |
"% of holder's portfolio" is NEOVW's weight in each manager's 13F, not the share of Neovolta Inc. -CW27 the manager owns.