Independent Advisor Alliance

Position in VEEV — Veeva Systems Inc

CIK 1696899 CHARLOTTE, NC

Position in VEEV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,325,167

+$1,037,201 QoQ

Shares Held

7,467

+478.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#497

of 1,056 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $1,534,814 across 2 Health Information Services names. VEEV ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VEEV	Veeva Systems Inc This page	7,467	$1,325,167
2	TEM	Tempus AI, Inc.	3,619	$209,647

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,325,167	7,467	+478.8%	Shares	Sole	2026-08-12
2025-12-31	$287,966	1,290	-10.6%	Shares	Sole	2026-02-04
2025-09-30	$429,883	1,443	-11.3%	Shares	Sole	2025-11-04
2025-06-30	$468,255	1,626	-24.0%	Shares	Sole	2025-08-11
2025-03-31	$495,455	2,139	-1.9%	Shares	Sole	2025-05-12
2024-12-31	$458,554	2,181	+4.3%	Shares	Sole	2025-02-07
2024-09-30	$439,047	2,092	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$387,981	2,120	+12.2%	Shares	Sole	2024-08-12
2024-03-31	$437,662	1,889	-1.6%	Shares	Sole	2024-05-08
2023-12-31	$369,445	1,919	-1.2%	Shares	Sole	2024-02-08
2023-09-30	$395,303	1,943	+7.1%	Shares	Sole	2023-10-24
2023-06-30	$358,879	1,815	+2.6%	Shares	Sole	2023-07-28
2023-03-31	$325,124	1,769	+107.9%	Shares	Sole	2023-05-12
2021-12-31	$217,413	851	+14.5%	Shares	Sole	2022-02-11
2021-09-30	$214,110	743	+2.9%	Shares	Sole	2021-11-01
2021-06-30	$224,505	722	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.