Lido Advisors
NVEE

Lido Advisors’s NV5 Global NVEE Stock Holding History

Lido Advisors’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
-10,314
Closed -$238K – 1880
2025
Q2 		$238K Buy
+10,314
New +$206K ﹤0.01% 1444

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

Lido Advisors's NVEE Position: Q3 2025 in Review

Lido Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 10,314 shares — an estimated $238K sold.

Lido Advisors first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $238K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Lido Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 10,314 NV5 Global shares in Q3 2025, an estimated $238K.
  • Lido Advisors first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • Lido Advisors's NV5 Global position peaked at $238K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.