Financial Avengers’s NV5 Global NVEE Stock Holding History

Financial Avengers’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	-6,000	Closed	-$139K	–	141
2025 Q2	$139K	Sell	6,000 -4,000	-40%	-$80.1K	0.06%	40
2025 Q1	$193K	Buy	10,000 +3,200	+47%	+$58.6K	0.1%	35
2024 Q4	$128K	Hold	6,800	–	–	0.06%	42
2024 Q3	$159K	Hold	6,800	–	–	0.08%	36
2024 Q2	$158K	Hold	6,800	–	–	0.08%	33
2024 Q1	$163K	Sell	6,800 -200	-3%	-$5.19K	0.09%	35
2023 Q4	$194K	Hold	7,000	–	–	0.12%	31
2023 Q3	$168K	Sell	7,000 -1,068	-13%	-$27.5K	0.11%	33
2023 Q2	$223K	Hold	8,068	–	–	0.15%	29
2023 Q1	$210K	Hold	8,068	–	–	0.16%	27
2022 Q4	$267K	Buy	+8,068	New	+$280K	0.22%	24

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

Financial Avengers's NVEE Position: Q3 2025 in Review

Financial Avengers sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 6,000 shares — an estimated $139K sold.

Financial Avengers first reported a position in NVEE in Q4 2022 and held it in 11 quarters. The position peaked at $267K in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Financial Avengers reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Financial Avengers sold 6,000 NV5 Global shares in Q3 2025, an estimated $139K.
Financial Avengers first reported a position in NV5 Global in Q4 2022 and held it in 11 quarters.
Financial Avengers's NV5 Global position peaked at $267K in Q4 2022.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Financial Avengers's 13F filing for Q3 2025, filed 17 Nov 2025.