Farther Finance Advisors’s NV5 Global NVEE Stock Holding History

Farther Finance 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	-459	Closed	-$10.6K	–	5040
2025 Q2	$10.6K	Buy	459 +437	+1,986%	+$8.75K	﹤0.01%	3052
2025 Q1	$424	Buy	+22	New	+$403	﹤0.01%	3803
2024 Q2	–	Sell	-20	Closed	-$480	–	3893
2024 Q1	$480	Hold	20	–	–	﹤0.01%	3032
2023 Q4	$556	Buy	+20	New	+$508	﹤0.01%	2939

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

Farther Finance Advisors's NVEE Position: Q3 2025 in Review

Farther Finance Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 459 shares — an estimated $10.6K sold.

Farther Finance Advisors first reported a position in NVEE in Q4 2023 and held it in 4 quarters. The position peaked at $10.6K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Farther Finance Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Farther Finance Advisors sold 459 NV5 Global shares in Q3 2025, an estimated $10.6K.
Farther Finance Advisors first reported a position in NV5 Global in Q4 2023 and held it in 4 quarters.
Farther Finance Advisors's NV5 Global position peaked at $10.6K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.