EP
NVEE

Essential Partners’s NV5 Global NVEE Stock Holding History

Essential Partners’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
-55
Closed -$1.27K – 2750
2025
Q2 		$1.27K Buy
+55
New +$1.1K ﹤0.01% 1449

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Essential Partners's NVEE Position: Q3 2025 in Review

Essential Partners sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 55 shares — an estimated $1.27K sold.

Essential Partners first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $1.27K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Essential Partners reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Essential Partners sold 55 NV5 Global shares in Q3 2025, an estimated $1.27K.
  • Essential Partners first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • Essential Partners's NV5 Global position peaked at $1.27K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.