Lindbrook Capital’s NV5 Global NVEE Stock Holding History

Lindbrook Capital’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 Q1	$11K	Buy	+572	New	+$10.5K	﹤0.01%	1606
2024 Q1	–	Sell	-44	Closed	-$1.22K	–	2724
2023 Q4	$1.22K	Buy	44 +4	+10%	+$102	﹤0.01%	2422
2023 Q3	$962	Buy	+40	New	+$1.03K	﹤0.01%	2369
2023 Q2	–	Sell	-16	Closed	-$416	–	2816
2023 Q1	$416	Sell	16 -20	-56%	-$600	﹤0.01%	2636
2022 Q4	$1.19K	Hold	36	–	–	﹤0.01%	2422
2022 Q3	$1K	Buy	36 +24	+200%	+$784	﹤0.01%	2429
2022 Q2	$0	Buy	+12	New	+$360	﹤0.01%	2673
2019 Q3	–	Sell	-1,000	Closed	-$20K	–	1505
2019 Q2	$20K	Buy	+1,000	New	+$17.8K	0.01%	704

Other funds holding NVEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's NVEE Position: Q1 2025 in Review

Lindbrook Capital opened a new position in NV5 Global (NVEE) in Q1 2025: 572 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in NVEE as recently as Q4 2023.

Lindbrook Capital first reported a position in NVEE in Q2 2019 and has held it in 8 quarters since. The position peaked at $20K in Q2 2019. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

Lindbrook Capital held 572 shares of NV5 Global worth $11K as of Q1 2025.
NV5 Global was a new Lindbrook Capital position in Q1 2025.
NV5 Global made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1606 holding.
Lindbrook Capital first reported a position in NV5 Global in Q2 2019 and has held it in 8 quarters since.
Lindbrook Capital's NV5 Global position peaked at $20K in Q2 2019.
224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.