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Nv5 Holding shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Nv5 Holding

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nv5 Holding by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 26k 93.48
2024-06-30 $2.4M 26k 92.97
2024-03-31 $2.2M 23k 98.01
2023-09-30 $3.1M 32k 96.23
2023-06-30 $3.0M 27k 110.77
2023-03-31 $3.1M 30k 103.97

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Nv5 Holding

BlackRock
BlackRock
Cercano Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Geneva Capital Management
Swedbank AB
Geode Capital Management
Emerald Advisers
Ing Investment Management
Emerald Mutual Fund Advisers, Trust
Tributary Capital Management
Nine Ten Capital Management

View all funds holding Nv5 Holding