LPL Financial
NVEE

LPL Financial’s NV5 Global NVEE Stock Holding History

LPL Financial’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
-53,896
Closed -$1.24M – 5926
2025
Q2 		$1.24M Sell
53,896
-269
-0.5% -$5.38K ﹤0.01% 3548
2025
Q1 		$1.04M Buy
54,165
+7,360
+16% +$135K ﹤0.01% 3516
2024
Q4 		$882K Buy
46,805
+6,297
+16% +$138K ﹤0.01% 3599
2024
Q3 		$947K Buy
40,508
+2,408
+6% +$57.2K ﹤0.01% 3455
2024
Q2 		$886K Sell
38,100
-372
-1% -$8.68K ﹤0.01% 3364
2024
Q1 		$943K Buy
38,472
+8,872
+30% +$230K ﹤0.01% 3230
2023
Q4 		$822K Buy
29,600
+4,480
+18% +$114K ﹤0.01% 3224
2023
Q3 		$604K Buy
25,120
+600
+2% +$15.5K ﹤0.01% 3323
2023
Q2 		$679K Sell
24,520
-12,060
-33% -$296K ﹤0.01% 3184
2023
Q1 		$951K Buy
36,580
+3,416
+10% +$103K ﹤0.01% 2798
2022
Q4 		$1.1M Sell
33,164
-1,944
-6% -$67.6K ﹤0.01% 2572
2022
Q3 		$1.09M Buy
35,108
+512
+1% +$16.7K ﹤0.01% 2474
2022
Q2 		$1.01M Buy
34,596
+92
+0.3% +$2.76K ﹤0.01% 2574
2022
Q1 		$1.15M Sell
34,504
-50,608
-59% -$1.49M ﹤0.01% 2489
2021
Q4 		$2.94M Buy
85,112
+49,112
+136% +$1.41M ﹤0.01% 1808
2021
Q3 		$887K Buy
36,000
+3,196
+10% +$78.7K ﹤0.01% 2712
2021
Q2 		$775K Sell
32,804
-532
-2% -$12.1K ﹤0.01% 2782
2021
Q1 		$805K Buy
33,336
+11,280
+51% +$269K ﹤0.01% 2598
2020
Q4 		$434K Buy
22,056
+368
+2% +$6.19K ﹤0.01% 2880
2020
Q3 		$286K Buy
21,688
+776
+4% +$10.3K ﹤0.01% 2943
2020
Q2 		$266K Sell
20,912
-880
-4% -$9.9K ﹤0.01% 2920
2020
Q1 		$225K Buy
21,792
+4,788
+28% +$64K ﹤0.01% 2729
2019
Q4 		$214K Sell
17,004
-4,000
-19% -$58.3K ﹤0.01% 3048
2019
Q3 		$358K Buy
+21,004
New +$382K ﹤0.01% 2537

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 $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial's NVEE Position: Q3 2025 in Review

LPL Financial sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 53,896 shares — an estimated $1.24M sold.

LPL Financial first reported a position in NVEE in Q3 2019 and held it in 24 quarters. The position peaked at $2.94M in Q4 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • LPL Financial reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 53,896 NV5 Global shares in Q3 2025, an estimated $1.24M.
  • LPL Financial first reported a position in NV5 Global in Q3 2019 and held it in 24 quarters.
  • LPL Financial's NV5 Global position peaked at $2.94M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.