Neovolta Inc. -CW27NEOVWPreferred / convertible
13F holders, Q2 2025 (June 30)6holders +1
0new positions
0sold out
$1.41avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Neovolta Inc. -CW27 (NEOVW) in their 13F filings, up 1 from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Warberg Asset Management LLC ($335K), Clear Street LLC ($74K) and Legacy Investment Solutions, LLC ($26K).
- Company
- Neovolta Inc. -CW27
- CUSIP
- 640655114
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 3,543 shares bought and 35,191 shares sold, net −31,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Warberg Asset Management LLC | — | Reduce -12.8% | 237,456 | $335K |
| Clear Street LLC | — | Reduce -0.2% | 52,286 | $74K |
| Legacy Investment Solutions, LLC | — | — | 18,139 | $26K |
| Legacy Wealth Managment, LLC | — | Add +24.3% | 18,139 | $26K |
| Osaic Holdings, Inc. | — | No change | 2,500 | $4K |
| UBS Group AG | — | Reduce -6.6% | 916 | $1K |
"% of holder's portfolio" is NEOVW's weight in each manager's 13F, not the share of Neovolta Inc. -CW27 the manager owns.