Rise Advisors’s NV5 Global NVEE Stock Holding History

Rise Advisors’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	-802	Closed	-$18.5K	–	1583
2025 Q2	$18.5K	Hold	802	–	–	0.01%	585
2025 Q1	$15.5K	Buy	+802	New	+$14.7K	0.01%	671

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

Rise Advisors's NVEE Position: Q3 2025 in Review

Rise Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 802 shares — an estimated $18.5K sold.

Rise Advisors first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $18.5K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Rise Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 802 NV5 Global shares in Q3 2025, an estimated $18.5K.
Rise Advisors first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
Rise Advisors's NV5 Global position peaked at $18.5K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.