Allworth Financial’s NV5 Global NVEE Stock Holding History

Allworth Financial’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	-75	Closed	-$1.73K	–	5002
2025 Q2	$1.73K	Sell	75 -13	-15%	-$260	﹤0.01%	3770
2025 Q1	$1.42K	Buy	+88	New	+$1.61K	﹤0.01%	3341
2023 Q3	–	Sell	-12	Closed	-$333	–	3510
2023 Q2	$333	Buy	+12	New	+$294	﹤0.01%	2985

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

Allworth Financial's NVEE Position: Q3 2025 in Review

Allworth Financial sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 75 shares — an estimated $1.73K sold.

Allworth Financial first reported a position in NVEE in Q2 2023 and held it in 3 quarters. The position peaked at $1.73K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Allworth Financial reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 75 NV5 Global shares in Q3 2025, an estimated $1.73K.
Allworth Financial first reported a position in NV5 Global in Q2 2023 and held it in 3 quarters.
Allworth Financial's NV5 Global position peaked at $1.73K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.