C
NVEE

Covestor’s NV5 Global NVEE Stock Holding History

Covestor’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
-3
Closed – – 2606
2025
Q2 		$0 Sell
3
-33
-92% -$660 ﹤0.01% 2576
2025
Q1 		$1K Buy
36
+7
+24% +$128 ﹤0.01% 2054
2024
Q4 		$1K Buy
29
+13
+81% +$285 ﹤0.01% 2094
2024
Q3 		$0 Buy
16
+4
+33% +$95 ﹤0.01% 2577
2024
Q2 		$0 Hold
12
– – ﹤0.01% 2588
2024
Q1 		$0 Buy
12
+8
+200% +$208 ﹤0.01% 2579
2023
Q4 		$0 Hold
4
– – ﹤0.01% 2526
2023
Q3 		$0 Sell
4
-1,164
-100% -$30K ﹤0.01% 2514
2023
Q2 		$32K Sell
1,168
-900
-44% -$22.1K 0.02% 966
2023
Q1 		$54K Buy
2,068
+264
+15% +$7.92K 0.05% 678
2022
Q4 		$60K Buy
1,804
+1,796
+22,450% +$62.4K 0.05% 652
2022
Q3 		$0 Hold
8
– – ﹤0.01% 2393
2022
Q2 		$0 Sell
8
-4
-33% -$120 ﹤0.01% 2211
2022
Q1 		$0 Sell
12
-4
-25% -$118 ﹤0.01% 2325
2021
Q4 		$1K Buy
+16
New +$461 ﹤0.01% 1860

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

Covestor's NVEE Position: Q3 2025 in Review

Covestor sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 3 shares.

Covestor first reported a position in NVEE in Q4 2021 and held it in 15 quarters. The position peaked at $60K in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Covestor reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Covestor sold 3 NV5 Global shares in Q3 2025.
  • Covestor first reported a position in NV5 Global in Q4 2021 and held it in 15 quarters.
  • Covestor's NV5 Global position peaked at $60K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.