Position in VEEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$631,793
-$787,364 QoQ
Shares Held
3,560
-55.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#605
of 1,054 holders
Holding Since
Jun 2020
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, 2026Integrated Wealth Concepts LLC holds $4,145,402 across 33 Health Information Services names. VEEV ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
14,969 | $1,352,000 | |
| 2 | TXG |
10x Genomics, Inc.
|
21,645 | $829,869 | |
| 3 | VEEV |
Veeva Systems Inc
This page
|
3,560 | $631,793 | |
| 4 | DOCS |
Doximity, Inc.
|
12,019 | $249,274 | |
| 5 | PHR |
Phreesia, Inc.
|
14,129 | $145,387 | |
| 6 | TEM |
Tempus AI, Inc.
|
2,508 | $145,288 | |
| 7 | SDGR |
Schrodinger, Inc.
|
6,258 | $101,692 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
1,088 | $75,877 |
All Filings in VEEV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,793 | 3,560 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,419,157 | 8,079 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,868,789 | 6,273 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,084,532 | 3,766 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $491,287 | 2,121 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $478,529 | 2,276 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $295,287 | 1,407 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $320,633 | 1,752 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $481,915 | 2,080 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $428,549 | 2,226 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $444,945 | 2,187 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $426,899 | 2,159 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $429,884 | 2,339 | Shares | Other | 2023-05-03 | |
| 2021-12-31 | $602,677 | 2,359 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $620,718 | 2,154 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $676,938 | 2,177 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $473,889 | 1,814 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $384,144 | 1,411 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $333,491 | 1,186 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $255,048 | 1,088 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||