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
2025 Q2	$213K	Hold
2025 Q1	$214K	Buy
2024 Q4	$196K	Buy