Creative Planning
NVEE

Creative Planning’s NV5 Global NVEE Stock Holding History

Creative Planning’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
-47,154
Closed -$1.09M – 3980
2025
Q2 		$1.09M Sell
47,154
-46,850
-50% -$938K ﹤0.01% 1782
2025
Q1 		$1.81M Buy
94,004
+81,259
+638% +$1.49M ﹤0.01% 1244
2024
Q4 		$240K Buy
+12,745
New +$280K ﹤0.01% 2838
2023
Q4 		– Sell
-716
Closed -$17.2K – 2980
2023
Q3 		$17.2K Buy
+716
New +$18.5K ﹤0.01% 2601
2017
Q3 		– Sell
-2,440
Closed -$26K – 3104
2017
Q2 		$26K Sell
2,440
-7,968
-77% -$76.9K ﹤0.01% 2992
2017
Q1 		$98K Buy
10,408
+240
+2% +$2.26K ﹤0.01% 1979
2016
Q4 		$85K Hold
10,168
– – ﹤0.01% 1979
2016
Q3 		$82K Sell
10,168
-3,808
-27% -$30.1K ﹤0.01% 1973
2016
Q2 		$99K Sell
13,976
-1,856
-12% -$12.5K ﹤0.01% 1686
2016
Q1 		$106K Buy
+15,832
New +$81.6K ﹤0.01% 1588
2015
Q4 		– Sell
-600
Closed -$3K – 4524
2015
Q3 		$3K Buy
+600
New +$3.42K ﹤0.01% 3835

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

Creative Planning's NVEE Position: Q3 2025 in Review

Creative Planning sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 47,154 shares — an estimated $1.09M sold.

Creative Planning first reported a position in NVEE in Q3 2015 and held it in 11 quarters. The position peaked at $1.81M in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Creative Planning reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 47,154 NV5 Global shares in Q3 2025, an estimated $1.09M.
  • Creative Planning first reported a position in NV5 Global in Q3 2015 and held it in 11 quarters.
  • Creative Planning's NV5 Global position peaked at $1.81M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.