Empirical Wealth Management’s NV5 Global NVEE Stock Holding History

Empirical Wealth Management’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	-10,000	Closed	-$231K	–	831
2025 Q2	$231K	Sell	10,000 -10,000	-50%	-$200K	0.01%	595
2025 Q1	$385K	Buy	+20,000	New	+$366K	0.01%	459

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

Empirical Wealth Management's NVEE Position: Q3 2025 in Review

Empirical Wealth Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 10,000 shares — an estimated $231K sold.

Empirical Wealth Management first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $385K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Empirical Wealth Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Empirical Wealth Management sold 10,000 NV5 Global shares in Q3 2025, an estimated $231K.
Empirical Wealth Management first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
Empirical Wealth Management's NV5 Global position peaked at $385K in Q1 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.