NEOV NEOVOLTA INC

Ownership history in BIP Wealth, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in NEOVOLTA INC (NEOV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2024 Q4)
Avg. % of fund
0.04%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 226,225 0% 0.02% $688K $3.04
2025 Q3 UNCHANGED 226,225 0% 0.05% $1.0M $4.46
2025 Q2 UNCHANGED 226,225 0% 0.05% $747K $3.30
2025 Q1 ADDED 226,225 +7,119 +3.2% 0.03% $491K $2.17
2024 Q4 ADDED 219,106 +18,892 +9.4% 0.08% $1.1M $5.21
2024 Q3 UNCHANGED 200,214 0% 0.04% $619K $3.09
2024 Q2 UNCHANGED 200,214 0% 0.04% $529K $2.64
2024 Q1 UNCHANGED 200,214 0% 0.02% $236K $1.18
2023 Q4 UNCHANGED 200,214 0% 0.03% $320K $1.60
2023 Q3 INITIATED 200,214 0.05% $499K
% of Fund (quarterly)    NEOV price (monthly, adj. close)
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