Neovolta Inc. -CW27NEOVWPreferred / convertible
13F holders, Q1 2025 (March 31)5holders −1
0new positions
0sold out
$0.86avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Neovolta Inc. -CW27 (NEOVW) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Warberg Asset Management LLC ($234K), Clear Street LLC ($45K) and Legacy Wealth Managment, LLC ($13K).
- Company
- Neovolta Inc. -CW27
- CUSIP
- 640655114
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 882 shares bought and 81,817 shares sold, net −80,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Warberg Asset Management LLC | — | Reduce -23.1% | 272,482 | $234K |
| Clear Street LLC | — | No change | 52,386 | $45K |
| Legacy Wealth Managment, LLC | — | No change | 14,596 | $13K |
| Osaic Holdings, Inc. | — | No change | 2,500 | $2K |
| UBS Group AG | — | Add +890.9% | 981 | $843 |
"% of holder's portfolio" is NEOVW's weight in each manager's 13F, not the share of Neovolta Inc. -CW27 the manager owns.