Neovolta Inc. -CW27NEOVWPreferred / convertible

13F holders, Q4 2025 (December 31)
4holders
0new positions
0sold out
$1.01avg. 13F price*

At the end of Q4 2025, 4 institutions reported holding Neovolta Inc. -CW27 (NEOVW) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Warberg Asset Management LLC ($213K), Clear Street Group Inc. ($56K) and Legacy Wealth Managment, LLC ($17K).

Company
Neovolta Inc. -CW27
CUSIP
640655114
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 3Q2 2024Q3 2024: 6Q3 2024Q4 2024: 6Q4 2024Q1 2025: 5Q1 2025Q2 2025: 6Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 500 shares bought and 36,372 shares sold, net −35,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Warberg Asset Management LLC — Reduce -14.6% 213,368 $213K
Clear Street Group Inc. — Add +1.0% 52,786 $56K
Legacy Wealth Managment, LLC — No change 15,976 $17K
Osaic Holdings, Inc. — No change 2,500 $3K

"% of holder's portfolio" is NEOVW's weight in each manager's 13F, not the share of Neovolta Inc. -CW27 the manager owns.