Rothschild Investment LLC’s NV5 Global NVEE Stock Holding History

Rothschild Investment LLC’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	-115	Closed	-$2.65K	–	3215
2025 Q2	$2.65K	Sell	115 -5	-4%	-$100	﹤0.01%	1866
2025 Q1	$2.31K	Buy	120 +105	+700%	+$1.92K	﹤0.01%	1802
2024 Q4	$283	Sell	15 -25	-63%	-$548	﹤0.01%	2708
2024 Q3	$935	Buy	40 +20	+100%	+$475	﹤0.01%	2210
2024 Q2	$465	Buy	+20	New	+$467	﹤0.01%	2067

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

Rothschild Investment LLC's NVEE Position: Q3 2025 in Review

Rothschild Investment LLC sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 115 shares — an estimated $2.65K sold.

Rothschild Investment LLC first reported a position in NVEE in Q2 2024 and held it in 5 quarters. The position peaked at $2.65K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Rothschild Investment LLC reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Rothschild Investment LLC sold 115 NV5 Global shares in Q3 2025, an estimated $2.65K.
Rothschild Investment LLC first reported a position in NV5 Global in Q2 2024 and held it in 5 quarters.
Rothschild Investment LLC's NV5 Global position peaked at $2.65K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.