RhumbLine Advisers
NVEE

RhumbLine Advisers’s NV5 Global NVEE Stock Holding History

RhumbLine Advisers’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
-163,357
Closed -$3.77M – 4166
2025
Q2 		$3.77M Buy
163,357
+6,101
+4% +$122K ﹤0.01% 1561
2025
Q1 		$3.03M Sell
157,256
-8,620
-5% -$158K ﹤0.01% 1608
2024
Q4 		$3.13M Buy
165,876
+380
+0.2% +$8.34K ﹤0.01% 1650
2024
Q3 		$3.87M Sell
165,496
-2,260
-1% -$53.7K ﹤0.01% 1558
2024
Q2 		$3.9M Buy
167,756
+11,344
+7% +$265K ﹤0.01% 1527
2024
Q1 		$3.83M Buy
156,412
+1,060
+0.7% +$27.5K ﹤0.01% 1562
2023
Q4 		$4.32M Buy
155,352
+7,312
+5% +$186K ﹤0.01% 1508
2023
Q3 		$3.56M Buy
148,040
+1,520
+1% +$39.2K ﹤0.01% 1535
2023
Q2 		$4.06M Buy
146,520
+856
+0.6% +$21K ﹤0.01% 1502
2023
Q1 		$3.79M Buy
145,664
+6,696
+5% +$201K ﹤0.01% 1467
2022
Q4 		$4.6M Buy
138,968
+2,004
+1% +$69.7K 0.01% 1326
2022
Q3 		$4.24M Buy
136,964
+10,792
+9% +$353K 0.01% 1332
2022
Q2 		$3.68M Sell
126,172
-2,552
-2% -$76.5K 0.01% 1429
2022
Q1 		$4.29M Buy
128,724
+5,152
+4% +$151K 0.01% 1415
2021
Q4 		$4.27M Buy
123,572
+57,948
+88% +$1.67M 0.01% 1447
2021
Q3 		$1.62M Buy
65,624
+2,468
+4% +$60.8K ﹤0.01% 2012
2021
Q2 		$1.49M Buy
63,156
+13,872
+28% +$315K ﹤0.01% 2080
2021
Q1 		$1.19M Sell
49,284
-3,880
-7% -$92.5K ﹤0.01% 2127
2020
Q4 		$1.05M Buy
53,164
+3,704
+7% +$62.3K ﹤0.01% 2110
2020
Q3 		$653K Sell
49,460
-6,772
-12% -$90.3K ﹤0.01% 2168
2020
Q2 		$715K Buy
56,232
+2,500
+5% +$28.1K ﹤0.01% 2186
2020
Q1 		$555K Buy
53,732
+2,052
+4% +$27.4K ﹤0.01% 2124
2019
Q4 		$652K Buy
51,680
+888
+2% +$12.9K ﹤0.01% 2254
2019
Q3 		$867K Sell
50,792
-120
-0.2% -$2.18K ﹤0.01% 2108
2019
Q2 		$1.04M Buy
50,912
+3,900
+8% +$69.6K ﹤0.01% 2056
2019
Q1 		$698K Sell
47,012
-900
-2% -$15.5K ﹤0.01% 2181
2018
Q4 		$725K Buy
47,912
+17,696
+59% +$328K ﹤0.01% 2140
2018
Q3 		$655K Sell
30,216
-584
-2% -$12K ﹤0.01% 2176
2018
Q2 		$534K Buy
30,800
+924
+3% +$14.4K ﹤0.01% 2279
2018
Q1 		$416K Buy
29,876
+600
+2% +$7.4K ﹤0.01% 2284
2017
Q4 		$396K Sell
29,276
-5,548
-16% -$75.3K ﹤0.01% 2336
2017
Q3 		$476K Buy
34,824
+300
+0.9% +$3.4K ﹤0.01% 2328
2017
Q2 		$367K Buy
34,524
+3,480
+11% +$33.6K ﹤0.01% 2459
2017
Q1 		$292K Buy
31,044
+1,092
+4% +$10.3K ﹤0.01% 2516
2016
Q4 		$250K Buy
29,952
+3,276
+12% +$26.9K ﹤0.01% 2577
2016
Q3 		$215K Buy
+26,676
New +$211K ﹤0.01% 2642

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

RhumbLine Advisers's NVEE Position: Q3 2025 in Review

RhumbLine Advisers sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 163,357 shares — an estimated $3.77M sold.

RhumbLine Advisers first reported a position in NVEE in Q3 2016 and held it in 36 quarters. The position peaked at $4.6M in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • RhumbLine Advisers reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • RhumbLine Advisers sold 163,357 NV5 Global shares in Q3 2025, an estimated $3.77M.
  • RhumbLine Advisers first reported a position in NV5 Global in Q3 2016 and held it in 36 quarters.
  • RhumbLine Advisers's NV5 Global position peaked at $4.6M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on RhumbLine Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.