HFO
NVEE

Heritage Family Offices’s NV5 Global NVEE Stock Holding History

Heritage Family Offices’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
-11,090
Closed -$213K – 203
2025
Q2 		$213K Hold
11,090
– – 0.11% 168
2025
Q1 		$214K Buy
11,090
+706
+7% +$12.9K 0.11% 168
2024
Q4 		$196K Buy
+10,384
New +$228K 0.1% 182

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Heritage Family Offices's NVEE Position: Q3 2025 in Review

Heritage Family Offices sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 11,090 shares — an estimated $213K sold.

Heritage Family Offices first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $214K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Heritage Family Offices reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 11,090 NV5 Global shares in Q3 2025, an estimated $213K.
  • Heritage Family Offices first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
  • Heritage Family Offices's NV5 Global position peaked at $214K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.