TWD
NVEE

True Wealth Design’s NV5 Global NVEE Stock Holding History

True Wealth Design’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
-11
Closed -$254 – 2828
2025
Q2 		$254 Sell
11
-15
-58% -$300 ﹤0.01% 1999
2025
Q1 		$502 Buy
+26
New +$476 ﹤0.01% 1536

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

True Wealth Design's NVEE Position: Q3 2025 in Review

True Wealth Design sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 11 shares — an estimated $254 sold.

True Wealth Design first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $502 in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • True Wealth Design reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 11 NV5 Global shares in Q3 2025, an estimated $254.
  • True Wealth Design first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's NV5 Global position peaked at $502 in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.