Net Worth Advisory Group’s NV5 Global NVEE Stock Holding History

Net Worth Advisory Group’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	-10,575	Closed	-$244K	–	464
2025 Q2	$244K	Buy	+10,575	New	+$212K	0.05%	362
2024 Q4	–	Sell	-9,008	Closed	-$211K	–	402
2024 Q3	$211K	Buy	+9,008	New	+$214K	0.06%	363

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

Net Worth Advisory Group's NVEE Position: Q3 2025 in Review

Net Worth Advisory Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 10,575 shares — an estimated $244K sold.

Net Worth Advisory Group first reported a position in NVEE in Q3 2024 and held it in 2 quarters. The position peaked at $244K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Net Worth Advisory Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Net Worth Advisory Group sold 10,575 NV5 Global shares in Q3 2025, an estimated $244K.
Net Worth Advisory Group first reported a position in NV5 Global in Q3 2024 and held it in 2 quarters.
Net Worth Advisory Group's NV5 Global position peaked at $244K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.