PWS
NVEE

Peterson Wealth Services’s NV5 Global NVEE Stock Holding History

Peterson Wealth 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
-400
Closed -$9.24K – 227
2025
Q2 		$9.24K Hold
400
– – ﹤0.01% 180
2025
Q1 		$7.71K Hold
400
– – ﹤0.01% 185
2024
Q4 		$7.54K Hold
400
– – ﹤0.01% 188
2024
Q3 		$9.35K Buy
+400
New +$9.51K ﹤0.01% 186

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 $5.54B AUM 27.43% 1-Year Est. Return

Peterson Wealth Services's NVEE Position: Q3 2025 in Review

Peterson Wealth Services sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 400 shares — an estimated $9.24K sold.

Peterson Wealth Services first reported a position in NVEE in Q3 2024 and held it in 4 quarters. The position peaked at $9.35K in Q3 2024. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Peterson Wealth Services reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 400 NV5 Global shares in Q3 2025, an estimated $9.24K.
  • Peterson Wealth Services first reported a position in NV5 Global in Q3 2024 and held it in 4 quarters.
  • Peterson Wealth Services's NV5 Global position peaked at $9.35K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.