Cynosure Group’s NV5 Global NVEE Stock Holding History

Cynosure 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	-17,960	Closed	-$415K	–	384
2025 Q2	$415K	Sell	17,960 -1,415	-7%	-$28.3K	0.05%	259
2025 Q1	$373K	Buy	19,375 +4,583	+31%	+$83.9K	0.05%	181
2024 Q4	$279K	Sell	14,792 -1,236	-8%	-$27.1K	0.04%	335
2024 Q3	$375K	Sell	16,028 -540	-3%	-$12.8K	0.05%	258
2024 Q2	$385K	Buy	16,568 +3,996	+32%	+$93.3K	0.06%	231
2024 Q1	$308K	Buy	+12,572	New	+$326K	0.06%	283

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

Cynosure Group's NVEE Position: Q3 2025 in Review

Cynosure Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 17,960 shares — an estimated $415K sold.

Cynosure Group first reported a position in NVEE in Q1 2024 and held it in 6 quarters. The position peaked at $415K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Cynosure Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Cynosure Group sold 17,960 NV5 Global shares in Q3 2025, an estimated $415K.
Cynosure Group first reported a position in NV5 Global in Q1 2024 and held it in 6 quarters.
Cynosure Group's NV5 Global position peaked at $415K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Cynosure Group's 13F filing for Q3 2025, filed 22 Oct 2025.