Position in NEO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$860,445
+$422,851 QoQ
Shares Held
58,975
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#4
of 47 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NEO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $7,242,787 across 5 Diagnostics & Research names. NEO ranks #5 (11.9% of the industry book) .
All Filings in NEO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,445 | 58,975 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $437,594 | 58,975 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,067,408 | 90,766 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $698,474 | 90,476 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $652,410 | 89,249 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $809,943 | 85,347 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $1,206,764 | 73,226 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $898,452 | 60,912 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $476,989 | 34,390 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $540,610 | 34,390 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $556,430 | 34,390 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $345,740 | 28,109 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $451,711 | 28,109 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $397,801 | 22,849 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $157,375 | 17,032 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $131,569 | 15,281 | Shares | Defined | 2022-10-05 | |
| No filing history on record for this holder in this stock. | ||||||