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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
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

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
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Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding Nv5 Holding

Cercano Management
Vanguard Group
Dimensional Fund Advisors
Geneva Capital Management
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Tributary Capital Management
Kennedy Capital Management
Kornitzer Capital Management
Charles Schwab Investment Management
Ashford Capital Management
Summit Creek Advisors
New South Capital Management
T. Rowe Price Associates
Bank of New York Mellon

View all funds holding Nv5 Holding