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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$213K Hold
11,090
– – 0.11% 168
2025
Q1 		$214K Buy
11,090
+706
+7% +$13.6K 0.11% 168
2024
Q4 		$196K Buy
+10,384
New +$196K 0.1% 182