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Nv5 Holding shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Nv5 Holding (NVEE) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Nv5 Holding

Tip: Access up to 7 years of quarterly data

All positions including Nv5 Holding held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nv5 Holding by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $410k 4.3k 96.23
2023-06-30 $465k 4.2k 110.78
2023-03-31 $461k 4.4k 103.98
2022-12-31 $608k 4.6k 132.15
2022-09-30 $541k 4.4k 123.82

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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