Legacy Wealth Managment »

Neovo shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Neovo (NEOVW) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Neovo

Tip: Access up to 7 years of quarterly data

All positions including Neovo held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Neovo by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 16k 2.00
2025-06-30 $26k 18k 1.41
2025-03-31 $13k 15k 0.86
2024-12-31 $22k 15k 1.50
2024-09-30 $36k 15k 2.41

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Neovo

Warberg Asset Management
Clear Street
Legacy Investment Solutions
Legacy Wealth Managment
Advisor Group Holdings

View all funds holding Neovo