Position in VEEV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,081
+$393 QoQ
Shares Held
23
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#980
of 1,058 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $18,168 across 7 Health Information Services names. VEEV ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
93 | $6,485 | |
| 2 | HQY |
Healthequity, Inc.
|
67 | $6,051 | |
| 3 | VEEV |
Veeva Systems Inc
This page
|
23 | $4,081 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
24 | $617 | |
| 5 | WAY |
Waystar Holding Corp.
|
28 | $574 | |
| 6 | SPOK |
Spok Holdings, Inc
|
19 | $194 | |
| 7 | OMCL |
Omnicell, Inc.
|
4 | $166 |
All Filings in VEEV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,081 | 23 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,688 | 21 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,491 | 47 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,618 | 39 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,231 | 39 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,118 | 48 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,666 | 65 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,802 | 61 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,333 | 51 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $11,352 | 49 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,198 | 27 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,696 | 28 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,954 | 20 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,227 | 23 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,227 | 20 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,584 | 46 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $11,882 | 60 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,498 | 40 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,452 | 37 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,933 | 31 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||