EverSource Wealth Advisors’s NV5 Global NVEE Stock Holding History

EverSource Wealth Advisors’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	-282	Closed	-$6.51K	–	4430
2025 Q2	$6.51K	Sell	282 -69	-20%	-$1.38K	﹤0.01%	3046
2025 Q1	$6.76K	Buy	+351	New	+$6.43K	﹤0.01%	2344
2024 Q4	–	Sell	-20	Closed	-$467	–	3792
2024 Q3	$467	Hold	20	–	–	﹤0.01%	2887
2024 Q2	$516	Hold	20	–	–	﹤0.01%	2884
2024 Q1	$466	Hold	20	–	–	﹤0.01%	2739
2023 Q4	$556	Buy	+20	New	+$508	﹤0.01%	2503

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

EverSource Wealth Advisors's NVEE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 282 shares — an estimated $6.51K sold.

EverSource Wealth Advisors first reported a position in NVEE in Q4 2023 and held it in 6 quarters. The position peaked at $6.76K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

EverSource Wealth Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 282 NV5 Global shares in Q3 2025, an estimated $6.51K.
EverSource Wealth Advisors first reported a position in NV5 Global in Q4 2023 and held it in 6 quarters.
EverSource Wealth Advisors's NV5 Global position peaked at $6.76K in Q1 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

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