Abound Wealth Management’s NV5 Global NVEE Stock Holding History

Abound Wealth Management’s Portfolio NVEE Stock Details NVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$231	–	1385
2025 Q2	$231	Hold	10	–	–	﹤0.01%	990
2025 Q1	$193	Buy	+10	New	+$183	﹤0.01%	999
2024 Q3	–	Sell	-12	Closed	-$279	–	1326
2024 Q2	$279	Hold	12	–	–	﹤0.01%	1005
2024 Q1	$295	Hold	12	–	–	﹤0.01%	1142
2023 Q4	$334	Hold	12	–	–	﹤0.01%	1114
2023 Q3	$289	Hold	12	–	–	﹤0.01%	1025
2023 Q2	$333	Buy	+12	New	+$294	﹤0.01%	1006

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's NVEE Position: Q3 2025 in Review

Abound Wealth Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 10 shares — an estimated $231 sold.

Abound Wealth Management first reported a position in NVEE in Q2 2023 and held it in 7 quarters. The position peaked at $334 in Q4 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Abound Wealth Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Abound Wealth Management sold 10 NV5 Global shares in Q3 2025, an estimated $231.
Abound Wealth Management first reported a position in NV5 Global in Q2 2023 and held it in 7 quarters.
Abound Wealth Management's NV5 Global position peaked at $334 in Q4 2023.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.