Commonwealth Equity Services
NVEE

Commonwealth Equity Services’s NV5 Global NVEE Stock Holding History

Commonwealth Equity 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
-19,345
Closed -$447K – 4377
2025
Q2 		$447K Buy
+19,345
New +$387K ﹤0.01% 3247
2024
Q3 		– Sell
-13,836
Closed -$322K – 4154
2024
Q2 		$322K Buy
13,836
+668
+5% +$15.6K ﹤0.01% 3231
2024
Q1 		$323K Sell
13,168
-9,196
-41% -$239K ﹤0.01% 3204
2023
Q4 		$621K Buy
22,364
+20
+0.1% +$508 ﹤0.01% 2534
2023
Q3 		$538K Sell
22,344
-20
-0.1% -$516 ﹤0.01% 2533
2023
Q2 		$619K Buy
22,364
+332
+2% +$8.14K ﹤0.01% 2440
2023
Q1 		$572 Sell
22,032
-11,320
-34% -$340K ﹤0.01% 2435
2022
Q4 		$1.1M Sell
33,352
-160
-0.5% -$5.56K ﹤0.01% 1906
2022
Q3 		$1.04M Sell
33,512
-600
-2% -$19.6K ﹤0.01% 1867
2022
Q2 		$995K Buy
+34,112
New +$1.02M ﹤0.01% 1905
2022
Q1 		– Sell
-7,984
Closed -$275K – 3774
2021
Q4 		$275K Buy
+7,984
New +$230K ﹤0.01% 3052
2021
Q1 		– Sell
-35,084
Closed -$690K – 3442
2020
Q4 		$690K Sell
35,084
-2,808
-7% -$47.2K ﹤0.01% 1903
2020
Q3 		$499K Buy
37,892
+600
+2% +$8K ﹤0.01% 1963
2020
Q2 		$473K Buy
37,292
+4
+0% +$45 ﹤0.01% 1923
2020
Q1 		$384K Buy
37,288
+60
+0.2% +$802 ﹤0.01% 1883
2019
Q4 		$469K Sell
37,228
-140
-0.4% -$2.04K ﹤0.01% 1973
2019
Q3 		$637K Buy
37,368
+636
+2% +$11.6K ﹤0.01% 1664
2019
Q2 		$747K Buy
36,732
+764
+2% +$13.6K ﹤0.01% 1539
2019
Q1 		$533K Buy
+35,968
New +$619K ﹤0.01% 1710

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 $4.82B AUM 20.19% 1-Year Est. Return

Commonwealth Equity Services's NVEE Position: Q3 2025 in Review

Commonwealth Equity Services sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 19,345 shares — an estimated $447K sold.

Commonwealth Equity Services first reported a position in NVEE in Q1 2019 and held it in 19 quarters. The position peaked at $1.1M in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Commonwealth Equity Services reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 19,345 NV5 Global shares in Q3 2025, an estimated $447K.
  • Commonwealth Equity Services first reported a position in NV5 Global in Q1 2019 and held it in 19 quarters.
  • Commonwealth Equity Services's NV5 Global position peaked at $1.1M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.