Position in VEEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$484,848
-$377,266 QoQ
Shares Held
2,732
-29.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#653
of 1,046 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $493,098 across 2 Health Information Services names. VEEV ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
2,732 | $484,848 | |
| 2 | BEATW |
HeartBeam, Inc.
|
11,000 | $8,250 |
All Filings in VEEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,848 | 2,732 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $862,114 | 3,862 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,068,603 | 3,587 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,030,392 | 3,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $759,746 | 3,280 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $424,074 | 2,017 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $394,975 | 1,882 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $221,076 | 1,208 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||