Linden Thomas Advisory Services’s NV5 Global NVEE Stock Holding History

Linden Thomas Advisory Services’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	-50,318	Closed	-$1.16M	–	489
2025 Q2	$1.16M	Sell	50,318 -646	-1%	-$12.9K	0.13%	249
2025 Q1	$982K	Buy	50,964 +795	+2%	+$14.6K	0.13%	277
2024 Q4	$945K	Sell	50,169 -971	-2%	-$21.3K	0.12%	287
2024 Q3	$1.2M	Sell	51,140 -260	-0.5%	-$6.18K	0.16%	244
2024 Q2	$1.19M	Buy	51,400 +996	+2%	+$23.3K	0.18%	231
2024 Q1	$1.24M	Buy	50,404 +956	+2%	+$24.8K	0.2%	217
2023 Q4	$1.37M	Sell	49,448 -564	-1%	-$14.3K	0.26%	167
2023 Q3	$1.2M	Sell	50,012 -100	-0.2%	-$2.58K	0.27%	171
2023 Q2	$1.39M	Buy	+50,112	New	+$1.23M	0.31%	121

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

Linden Thomas Advisory Services's NVEE Position: Q3 2025 in Review

Linden Thomas Advisory Services sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 50,318 shares — an estimated $1.16M sold.

Linden Thomas Advisory Services first reported a position in NVEE in Q2 2023 and held it in 9 quarters. The position peaked at $1.39M in Q2 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Linden Thomas Advisory Services reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Linden Thomas Advisory Services sold 50,318 NV5 Global shares in Q3 2025, an estimated $1.16M.
Linden Thomas Advisory Services first reported a position in NV5 Global in Q2 2023 and held it in 9 quarters.
Linden Thomas Advisory Services's NV5 Global position peaked at $1.39M in Q2 2023.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.