NEO — NEOGENOMICS INC

Ownership history in SIGNATUREFD, LLC  ·  23 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported NEOGENOMICS INC (NEO) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows NEO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in NEOGENOMICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEO stock page SIGNATUREFD, LLC fund profile SIGNATUREFD, LLC full holdings
How SIGNATUREFD, LLC held NEO — position size vs. price
% of Fund (quarterly)    NEO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 102 +68 +200.0% 0.00% $757 2026-04-07 $8.06
2025 Q4 UNCHANGED 34 — 0% 0.00% $400 2026-01-20 $12.64
2025 Q3 UNCHANGED 34 — 0% 0.00% $262 2025-10-21 $10.43
2025 Q2 REDUCED 34 -100 -74.6% 0.00% $249 2025-07-16 $6.91
2025 Q1 UNCHANGED 134 — 0% 0.00% $1K 2025-05-02 $7.70
2024 Q4 UNCHANGED 134 — 0% 0.00% $2K 2025-02-10 $13.51
2024 Q3 REDUCED 134 -1,500 -91.8% 0.00% $2K 2024-10-21 $13.13
2024 Q2 UNCHANGED 1,634 — 0% 0.00% $23K 2024-07-29 $14.64
2024 Q1 UNCHANGED 1,634 — 0% 0.00% $26K 2024-05-03 $15.30
2023 Q4 UNCHANGED 1,634 — 0% 0.00% $26K 2024-02-01 $14.80
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEO

As of 2026 Q1 — sorted by position size

MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.04% Holos Integrated Wealth LLC 0.03% BURKETT FINANCIAL SERVICES, LLC 0.01% Miller Global Investments, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Arlington Trust Co LLC 0.0% Farther Finance Advisors, LLC 0.0% Abound Wealth Management 0.0%

FAQ About SIGNATUREFD, LLC and NEO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATUREFD, LLC reported owning NEO?

SIGNATUREFD, LLC reported NEO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NEO position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for NEO was 0.00% in 2023 Q4.

What is the latest reported NEO position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 102 shares, equal to 0.00% of portfolio, with an estimated market value of $757.

What does the chart on this NEO ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly NEO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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