IWC
NVEE

Integrated Wealth Concepts’s NV5 Global NVEE Stock Holding History

Integrated Wealth Concepts’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
-110,009
Closed -$2.54M – 2063
2025
Q2 		$2.54M Buy
110,009
+6,609
+6% +$132K 0.03% 545
2025
Q1 		$1.99M Sell
103,400
-196
-0.2% -$3.59K 0.02% 578
2024
Q4 		$1.95M Sell
103,596
-180
-0.2% -$3.95K 0.02% 561
2024
Q3 		$2.43M Hold
103,776
– – 0.03% 497
2024
Q2 		$2.41M Buy
103,776
+12,344
+14% +$288K 0.03% 456
2024
Q1 		$2.24M Sell
91,432
-16,492
-15% -$428K 0.03% 483
2023
Q4 		$3M Sell
107,924
-20,216
-16% -$514K 0.05% 350
2023
Q3 		$3.08M Buy
128,140
+19,692
+18% +$508K 0.05% 319
2023
Q2 		$3M Sell
108,448
-9,664
-8% -$237K 0.05% 332
2023
Q1 		$3.07M Buy
+118,112
New +$3.54M 0.06% 279

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

Integrated Wealth Concepts's NVEE Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 110,009 shares — an estimated $2.54M sold.

Integrated Wealth Concepts first reported a position in NVEE in Q1 2023 and held it in 10 quarters. The position peaked at $3.08M in Q3 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 110,009 NV5 Global shares in Q3 2025, an estimated $2.54M.
  • Integrated Wealth Concepts first reported a position in NV5 Global in Q1 2023 and held it in 10 quarters.
  • Integrated Wealth Concepts's NV5 Global position peaked at $3.08M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.