Sovran Advisors, LLC NEOV — NEOVOLTA INC

Ownership history in Sovran Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Sovran Advisors, LLC reported NEOVOLTA INC (NEOV) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows NEOV 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.

What this NEOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sovran Advisors, LLC's position in NEOVOLTA 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 Q2

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

High-water mark
Peak Conviction
0.13% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

NEOV stock page Sovran Advisors, LLC fund profile Sovran Advisors, LLC full holdings
How Sovran Advisors, LLC held NEOV — position size vs. price
% of Fund (quarterly)    NEOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 24,509 — 0% 0.00% $49K 2026-07-30 $2.13
2026 Q1 REDUCED 94.6% -23.7% ✅ 24,509 -433,178 -94.6% 0.00% $63K 2026-05-01 $2.72
2025 Q4 ADDED — — — 457,687 +225,516 +97.1% 0.13% $1.6M 2026-01-20 $4.45
2025 Q3 ADDED — — — 232,171 +65,250 +39.1% 0.08% $936K 2025-10-31 $4.40
2025 Q2 ADDED — — — 166,921 +250 +0.1% 0.06% $609K 2025-07-10 $4.55
2025 Q1 ADDED — — — 166,671 +44,671 +36.6% 0.05% $353K 2025-04-25 $2.68
2024 Q4 INITIATED — — — 122,000 — — 0.07% $514K 2025-01-29 $3.34

🏢 Other funds also holding NEOV

As of 2026 Q2 — sorted by position size

Legacy Wealth Managment, LLC/ID 6.35% AWM Investment Company, Inc. 3Y 7Y 0.45% Scientech Research LLC 0.27% Arosa Capital Management LP 3Y 7Y 0.18% BIP Wealth, LLC 3Y 0.02% Alyeska Investment Group, L.P. 3Y 7Y 0.01% Centennial Wealth Advisory LLC 3Y 0.01% Keel Point, LLC 3Y 7Y 0.01% MARSHALL WACE, LLP 3Y 7Y 0.0% MGO ONE SEVEN LLC 3Y 7Y 0.0%

FAQ About Sovran Advisors, LLC and NEOV

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

How long has Sovran Advisors, LLC reported owning NEOV?

Sovran Advisors, LLC reported NEOV across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NEOV position in Sovran Advisors, LLC's portfolio?

The largest reported portfolio weight for NEOV was 0.13% in 2025 Q4.

What is the latest reported NEOV position on this page?

The most recent filing on this page is 2026 Q2, when Sovran Advisors, LLC reported 24,509 shares, equal to 0.00% of portfolio, with an estimated market value of $49K.

What does the chart on this NEOV ownership page compare?

The chart compares Sovran Advisors, LLC's quarterly NEOV 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.

How well did Sovran Advisors, LLC time their NEOV position?

Based on 13F filing dates vs. subsequent NEOV price moves, Sovran Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on NEOV relative to SPY over the holding period was +571.3%.

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