Bay Harbor Wealth Management, LLC

Position in VEEV — Veeva Systems Inc

CIK 1767989 Hunt Valley, MD

Position in VEEV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,597

+$192 QoQ

Shares Held

+12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,016

of 1,058 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $3,817 across 3 Health Information Services names. VEEV ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	9	$1,597
2	HQY	Healthequity, Inc.	13	$1,174
3	BTSG	BrightSpring Health Services, Inc.	15	$1,046

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,597	9	+12.5%	Shares	Other	2026-07-28
2026-03-31	$1,405	8	-33.3%	Shares	Other	2026-04-14
2025-12-31	$2,678	12	+50.0%	Shares	Other	2026-02-02
2025-09-30	$2,383	8	+33.3%	Shares	Other	2025-10-09
2025-06-30	$1,727	6	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$694	3	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.