Janney Montgomery Scott
NVEE

Janney Montgomery Scott’s NV5 Global NVEE Stock Holding History

Janney Montgomery Scott’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
-11,003
Closed -$254K – 2940
2025
Q2 		$254K Sell
11,003
-3,950
-26% -$79.1K ﹤0.01% 2438
2025
Q1 		$288K Buy
14,953
+1,203
+9% +$22K ﹤0.01% 2326
2024
Q4 		$259K Buy
13,750
+2,070
+18% +$45.4K ﹤0.01% 2400
2024
Q3 		$273K Buy
11,680
+24
+0.2% +$570 ﹤0.01% 2347
2024
Q2 		$271K Buy
11,656
+760
+7% +$17.7K ﹤0.01% 2270
2024
Q1 		$267K Buy
10,896
+1,124
+12% +$29.2K ﹤0.01% 2408
2023
Q4 		$271K Buy
+9,772
New +$248K ﹤0.01% 2291

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

Janney Montgomery Scott's NVEE Position: Q3 2025 in Review

Janney Montgomery Scott sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 11,003 shares — an estimated $254K sold.

Janney Montgomery Scott first reported a position in NVEE in Q4 2023 and held it in 7 quarters. The position peaked at $288K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Janney Montgomery Scott reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,003 NV5 Global shares in Q3 2025, an estimated $254K.
  • Janney Montgomery Scott first reported a position in NV5 Global in Q4 2023 and held it in 7 quarters.
  • Janney Montgomery Scott's NV5 Global position peaked at $288K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.