CA
NVEE

Clearstead Advisors’s NV5 Global NVEE Stock Holding History

Clearstead Advisors’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
-2,800
Closed -$64.7K – 3194
2025
Q2 		$64.7K Hold
2,800
– – ﹤0.01% 1203
2025
Q1 		$54K Hold
2,800
– – ﹤0.01% 1156
2024
Q4 		$52.8K Hold
2,800
– – ﹤0.01% 1148
2024
Q3 		$65.4K Hold
2,800
– – ﹤0.01% 1145
2024
Q2 		$65.1K Hold
2,800
– – ﹤0.01% 1102
2024
Q1 		$66.6K Hold
2,800
– – ﹤0.01% 701
2023
Q4 		$77.8K Sell
2,800
-2,800
-50% -$71.1K ﹤0.01% 641
2023
Q3 		$135K Buy
5,600
+2,800
+100% +$72.2K ﹤0.01% 663
2023
Q2 		$77.5K Buy
+2,800
New +$68.7K ﹤0.01% 627

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

Clearstead Advisors's NVEE Position: Q3 2025 in Review

Clearstead Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 2,800 shares — an estimated $64.7K sold.

Clearstead Advisors first reported a position in NVEE in Q2 2023 and held it in 9 quarters. The position peaked at $135K in Q3 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Clearstead Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2,800 NV5 Global shares in Q3 2025, an estimated $64.7K.
  • Clearstead Advisors first reported a position in NV5 Global in Q2 2023 and held it in 9 quarters.
  • Clearstead Advisors's NV5 Global position peaked at $135K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.