Principal Securities’s NV5 Global NVEE Stock Holding History

Principal Securities’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	-545	Closed	-$12.6K	–	3812
2025 Q2	$12.6K	Sell	545 -126	-19%	-$2.52K	﹤0.01%	2526
2025 Q1	$12.6K	Hold	671	–	–	﹤0.01%	2426
2024 Q4	$12.6K	Buy	671 +55	+9%	+$1.21K	﹤0.01%	2422
2024 Q3	$14.4K	Sell	616 -28	-4%	-$665	﹤0.01%	2275
2024 Q2	$15K	Sell	644 -60	-9%	-$1.4K	﹤0.01%	2203
2024 Q1	$17.3K	Sell	704 -84	-11%	-$2.18K	﹤0.01%	2080
2023 Q4	$21.9K	Buy	+788	New	+$20K	﹤0.01%	1878

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

Principal Securities's NVEE Position: Q3 2025 in Review

Principal Securities sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 545 shares — an estimated $12.6K sold.

Principal Securities first reported a position in NVEE in Q4 2023 and held it in 7 quarters. The position peaked at $21.9K in Q4 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Principal Securities reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 545 NV5 Global shares in Q3 2025, an estimated $12.6K.
Principal Securities first reported a position in NV5 Global in Q4 2023 and held it in 7 quarters.
Principal Securities's NV5 Global position peaked at $21.9K in Q4 2023.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.