SS
NVEE

SBI Securities’s NV5 Global NVEE Stock Holding History

SBI 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
-20
Closed -$462 – 4271
2025
Q2 		$462 Hold
20
– – ﹤0.01% 2996
2025
Q1 		$385 Buy
20
+8
+67% +$146 ﹤0.01% 2971
2024
Q4 		$226 Buy
+12
New +$263 ﹤0.01% 3194

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 $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities's NVEE Position: Q3 2025 in Review

SBI Securities sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 20 shares — an estimated $462 sold.

SBI Securities first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $462 in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • SBI Securities reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • SBI Securities sold 20 NV5 Global shares in Q3 2025, an estimated $462.
  • SBI Securities first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
  • SBI Securities's NV5 Global position peaked at $462 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on SBI Securities's 13F filing for Q3 2025, filed 5 Nov 2025.