CIBC Private Wealth Group’s NV5 Global NVEE Stock Holding History

CIBC Private Wealth Group’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	-4,433	Closed	-$102K	–	3242
2025 Q2	$102K	Sell	4,433 -5,505	-55%	-$110K	﹤0.01%	1374
2025 Q1	$153K	Buy	9,938 +3,585	+56%	+$65.6K	﹤0.01%	1177
2024 Q4	$122K	Buy	6,353 +1,997	+46%	+$43.8K	﹤0.01%	1347
2024 Q3	$102K	Buy	+4,356	New	+$104K	﹤0.01%	1472
2018 Q3	–	Sell	-118,248	Closed	-$2.05M	–	1459
2018 Q2	$2.05M	Buy	+118,248	New	+$1.84M	0.01%	486

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

CIBC Private Wealth Group's NVEE Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 4,433 shares — an estimated $102K sold.

CIBC Private Wealth Group first reported a position in NVEE in Q2 2018 and held it in 5 quarters. The position peaked at $2.05M in Q2 2018. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

CIBC Private Wealth Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 4,433 NV5 Global shares in Q3 2025, an estimated $102K.
CIBC Private Wealth Group first reported a position in NV5 Global in Q2 2018 and held it in 5 quarters.
CIBC Private Wealth Group's NV5 Global position peaked at $2.05M in Q2 2018.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.