Inspire Investing’s NV5 Global NVEE Stock Holding History

Inspire Investing’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	-16,898	Closed	-$390K	–	915
2025 Q2	$390K	Sell	16,898 -875	-5%	-$17.5K	0.04%	514
2025 Q1	$342K	Sell	17,773 -3,451	-16%	-$63.2K	0.04%	646
2024 Q4	$400K	Buy	21,224 +3,556	+20%	+$78K	0.04%	645
2024 Q3	$413K	Buy	17,668 +2,644	+18%	+$62.8K	0.04%	519
2024 Q2	$349K	Buy	15,024 +460	+3%	+$10.7K	0.04%	691
2024 Q1	$357K	Buy	14,564 +788	+6%	+$20.5K	0.04%	710
2023 Q4	$383K	Buy	13,776 +968	+8%	+$24.6K	0.04%	668
2023 Q3	$308K	Buy	+12,808	New	+$330K	0.04%	473

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

Inspire Investing's NVEE Position: Q3 2025 in Review

Inspire Investing sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 16,898 shares — an estimated $390K sold.

Inspire Investing first reported a position in NVEE in Q3 2023 and held it in 8 quarters. The position peaked at $413K in Q3 2024. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Inspire Investing reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Inspire Investing sold 16,898 NV5 Global shares in Q3 2025, an estimated $390K.
Inspire Investing first reported a position in NV5 Global in Q3 2023 and held it in 8 quarters.
Inspire Investing's NV5 Global position peaked at $413K in Q3 2024.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Inspire Investing's 13F filing for Q3 2025, filed 15 Oct 2025.