Haven Capital Group’s NV5 Global NVEE Stock Holding History

Haven Capital Group’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	-89,806	Closed	-$2.07M	–	42
2025 Q2	$2.07M	Sell	89,806 -11,662	-11%	-$233K	1.83%	17
2025 Q1	$1.96M	Sell	101,468 -1,676	-2%	-$30.7K	2.15%	16
2024 Q4	$1.94M	Buy	+103,144	New	+$2.26M	1.83%	17

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

Haven Capital Group's NVEE Position: Q3 2025 in Review

Haven Capital Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 89,806 shares — an estimated $2.07M sold.

Haven Capital Group first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $2.07M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Haven Capital Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Haven Capital Group sold 89,806 NV5 Global shares in Q3 2025, an estimated $2.07M.
Haven Capital Group first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
Haven Capital Group's NV5 Global position peaked at $2.07M in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Haven Capital Group's 13F filing for Q3 2025, filed 12 Nov 2025.