Wealth Enhancement Advisory Services’s NV5 Global NVEE Stock Holding History

Wealth Enhancement Advisory Services’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	-10,646	Closed	-$247K	–	3669
2025 Q2	$247K	Buy	+10,646	New	+$213K	﹤0.01%	2811
2024 Q4	–	Sell	-8,720	Closed	-$204K	–	3069
2024 Q3	$204K	Sell	8,720 -56	-0.6%	-$1.33K	﹤0.01%	2445
2024 Q2	$204K	Buy	+8,776	New	+$205K	﹤0.01%	2287
2024 Q1	–	Sell	-7,404	Closed	-$206K	–	2548
2023 Q4	$206K	Sell	7,404 -932	-11%	-$23.7K	﹤0.01%	2079
2023 Q3	$201K	Buy	+8,336	New	+$215K	﹤0.01%	2005

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

Wealth Enhancement Advisory Services's NVEE Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 10,646 shares — an estimated $247K sold.

Wealth Enhancement Advisory Services first reported a position in NVEE in Q3 2023 and held it in 5 quarters. The position peaked at $247K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 10,646 NV5 Global shares in Q3 2025, an estimated $247K.
Wealth Enhancement Advisory Services first reported a position in NV5 Global in Q3 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's NV5 Global position peaked at $247K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.