Pathstone Holdings
NVEE

Pathstone Holdings’s NV5 Global NVEE Stock Holding History

Pathstone Holdings’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
-10,498
Closed -$242K – 2384
2025
Q2 		$242K Buy
+10,498
New +$210K ﹤0.01% 1997
2025
Q1 		– Sell
-22,674
Closed -$427K – 2348
2024
Q4 		$427K Buy
22,674
+1,750
+8% +$38.4K ﹤0.01% 1798
2024
Q3 		$489K Sell
20,924
-44
-0.2% -$1.05K ﹤0.01% 1739
2024
Q2 		$487K Buy
20,968
+244
+1% +$5.7K ﹤0.01% 1706
2024
Q1 		$508K Buy
20,724
+1,036
+5% +$26.9K ﹤0.01% 1671
2023
Q4 		$547K Buy
+19,688
New +$500K ﹤0.01% 1448

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