BFS
NVEE

Bare Financial Services’s NV5 Global NVEE Stock Holding History

Bare Financial Services’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
-31
Closed -$716 – 1449
2025
Q2 		$716 Buy
+31
New +$620 ﹤0.01% 1011

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bare Financial Services's NVEE Position: Q3 2025 in Review

Bare Financial Services sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 31 shares — an estimated $716 sold.

Bare Financial Services first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $716 in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Bare Financial Services reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Bare Financial Services sold 31 NV5 Global shares in Q3 2025, an estimated $716.
  • Bare Financial Services first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • Bare Financial Services's NV5 Global position peaked at $716 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Bare Financial Services's 13F filing for Q3 2025, filed 12 Nov 2025.