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Legacy Wealth Managment, LLC/ID

Position in NEOV — NeoVolta Inc.

CIK 2045082 BOISE, ID

Position in NEOV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$15,424,022
-$977,051 QoQ
Shares Held
4,912,291
-8.0% QoQ
Ownership
11.5%
of shares outstanding
% of Portfolio
19.15%
of 13F equity value
Holder Rank
#1
of 40 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NEOV Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Legacy Wealth Managment, LLC/ID holds $20,119,042 across 3 Electrical Equipment & Parts names. NEOV ranks #1 (76.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEOV
NeoVolta Inc.
This page
4,912,291 $15,424,022

All Filings in NEOV

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 NEOVW 15,776
2026-06-30 $15,424,022 4,896,515
2026-03-31 NEOVW 15,776
2026-03-31 $16,401,073 5,325,024
2025-12-31 NEOVW 15,976
2025-12-31 $17,234,012 5,669,083
2025-09-30 NEOVW 15,976
2025-09-30 $24,526,703 5,499,261
2025-06-30 NEOVW 18,139
2025-06-30 $15,071,267 4,567,051
2025-03-31 NEOVW 14,596
2025-03-31 $7,860,375 3,622,293
2024-12-31 NEOVW 14,596
2024-12-31 $18,380,337 3,527,896
2024-09-30 NEOVW 14,996
2024-09-30 $10,768,013 3,484,794