Carson Wealth (CWM LLC)
NVEE

Carson Wealth (CWM LLC)’s NV5 Global NVEE Stock Holding History

Carson Wealth (CWM LLC)’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
-31,986
Closed -$739K – 5452
2025
Q2 		$739K Buy
31,986
+1,050
+3% +$21K ﹤0.01% 1411
2025
Q1 		$596K Sell
30,936
-600
-2% -$11K ﹤0.01% 1386
2024
Q4 		$594K Sell
31,536
-1,800
-5% -$39.5K ﹤0.01% 1312
2024
Q3 		$779K Sell
33,336
-1,988
-6% -$47.2K ﹤0.01% 1158
2024
Q2 		$821K Sell
35,324
-2,964
-8% -$69.2K ﹤0.01% 1007
2024
Q1 		$938K Buy
38,288
+220
+0.6% +$5.71K ﹤0.01% 883
2023
Q4 		$1.06M Sell
38,068
-3,644
-9% -$92.6K 0.01% 783
2023
Q3 		$1M Sell
41,712
-1,492
-3% -$38.5K 0.01% 752
2023
Q2 		$1.2M Sell
43,204
-64
-0.1% -$1.57K 0.01% 642
2023
Q1 		$1.13M Buy
43,268
+43,128
+30,806% +$1.29M 0.01% 634
2022
Q4 		$5K Sell
140
-32
-19% -$1.11K ﹤0.01% 3202
2022
Q3 		$5K Buy
+172
New +$5.62K ﹤0.01% 3082

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

Carson Wealth (CWM LLC)'s NVEE Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 31,986 shares — an estimated $739K sold.

Carson Wealth (CWM LLC) first reported a position in NVEE in Q3 2022 and held it in 12 quarters. The position peaked at $1.2M in Q2 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 31,986 NV5 Global shares in Q3 2025, an estimated $739K.
  • Carson Wealth (CWM LLC) first reported a position in NV5 Global in Q3 2022 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s NV5 Global position peaked at $1.2M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.