SignatureFD’s NV5 Global NVEE Stock Holding History

SignatureFD’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	-680	Closed	-$15.7K	–	3450
2025 Q2	$15.7K	Sell	680 -2,724	-80%	-$54.5K	﹤0.01%	2164
2025 Q1	$65.6K	Buy	+3,404	New	+$62.3K	﹤0.01%	1425
2024 Q3	–	Sell	-24	Closed	-$558	–	3298
2024 Q2	$558	Hold	24	–	–	﹤0.01%	2975
2024 Q1	$588	Hold	24	–	–	﹤0.01%	3012
2023 Q4	$667	Buy	+24	New	+$610	﹤0.01%	2949
2023 Q3	–	Sell	-44	Closed	-$1.22K	–	3267
2023 Q2	$1.22K	Sell	44 -8	-15%	-$196	﹤0.01%	2924
2023 Q1	$1.35K	Buy	52 +12	+30%	+$360	﹤0.01%	2916
2022 Q4	$1.32K	Hold	40	–	–	﹤0.01%	2914
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	2998
2022 Q2	$1K	Buy	+40	New	+$1.2K	﹤0.01%	2969

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

SignatureFD's NVEE Position: Q3 2025 in Review

SignatureFD sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 680 shares — an estimated $15.7K sold.

SignatureFD first reported a position in NVEE in Q2 2022 and held it in 10 quarters. The position peaked at $65.6K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

SignatureFD reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
SignatureFD sold 680 NV5 Global shares in Q3 2025, an estimated $15.7K.
SignatureFD first reported a position in NV5 Global in Q2 2022 and held it in 10 quarters.
SignatureFD's NV5 Global position peaked at $65.6K in Q1 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on SignatureFD's 13F filing for Q3 2025, filed 21 Oct 2025.