MJT & Associates Financial Advisory’s NV5 Global NVEE Stock Holding History

MJT & Associates Financial Advisory’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	-140	Closed	-$3.23K	–	492
2025 Q2	$3.23K	Sell	140 -35	-20%	-$701	﹤0.01%	355
2025 Q1	$3.37K	Buy	+175	New	+$3.21K	﹤0.01%	355

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

MJT & Associates Financial Advisory's NVEE Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 140 shares — an estimated $3.23K sold.

MJT & Associates Financial Advisory first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $3.37K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

MJT & Associates Financial Advisory reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
MJT & Associates Financial Advisory sold 140 NV5 Global shares in Q3 2025, an estimated $3.23K.
MJT & Associates Financial Advisory first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
MJT & Associates Financial Advisory's NV5 Global position peaked at $3.37K in Q1 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.