PAG
NVEE

Private Advisor Group’s NV5 Global NVEE Stock Holding History

Private Advisor 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
-16,632
Closed -$384K – 2660
2025
Q2 		$384K Buy
+16,632
New +$333K ﹤0.01% 1831
2020
Q3 		– Sell
-200
Closed -$3K – 2807
2020
Q2 		$3K Buy
+200
New +$2.25K ﹤0.01% 3465

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

Private Advisor Group's NVEE Position: Q3 2025 in Review

Private Advisor Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 16,632 shares — an estimated $384K sold.

Private Advisor Group first reported a position in NVEE in Q2 2020 and held it in 2 quarters. The position peaked at $384K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Private Advisor Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Private Advisor Group sold 16,632 NV5 Global shares in Q3 2025, an estimated $384K.
  • Private Advisor Group first reported a position in NV5 Global in Q2 2020 and held it in 2 quarters.
  • Private Advisor Group's NV5 Global position peaked at $384K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.