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Nv5 Holding shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Nv5 Holding (NVEE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Nv5 Holding

Tip: Access up to 7 years of quarterly data

All positions including Nv5 Holding held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nv5 Holding by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $287k 12k 23.09
2025-03-31 $246k 13k 19.27

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Nv5 Holding

Morgan Stanley
Koss-Olinger Consulting
EP Wealth Advisors
H D Vest Advisory Services
Bank Of Montreal
KBC Group NV
FTB Advisors
Advisor Group Holdings
IFP Advisors

View all funds holding Nv5 Holding