Kingsview Wealth Management, LLC

Position in VEEV — Veeva Systems Inc

CIK 1791965 GRANTS PASS, OR

Position in VEEV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,025,151

-$305,299 QoQ

Shares Held

5,836

-2.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Kingsview Wealth Management, LLC holds $1,150,025 across 3 Health Information Services names. VEEV ranks #1 (89.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	5,836	$1,025,151
2	CCLD	CareCloud, Inc.	26,000	$94,900
3	GDRX	GoodRx Holdings, Inc.	15,293	$29,974

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,025,151	5,836	-2.1%	Shares	Sole	2026-05-12
2025-12-31	$1,330,450	5,960	-5.1%	Shares	Sole	2026-02-09
2025-09-30	$1,869,981	6,277	-20.2%	Shares	Sole	2025-11-12
2025-06-30	$2,264,098	7,862	-1.1%	Shares	Sole	2025-08-08
2025-03-31	$1,841,921	7,952	-4.9%	Shares	Sole	2025-05-02
2024-12-31	$1,757,690	8,360	-21.1%	Shares	Sole	2025-01-28
2024-09-30	$2,224,412	10,599	-1.4%	Shares	Sole	2024-11-12
2024-06-30	$1,967,357	10,750	-7.1%	Shares	Sole	2024-08-14
2024-03-31	$2,680,653	11,570	-1.5%	Shares	Sole	2024-05-09
2023-12-31	$2,261,917	11,749	-0.8%	Shares	Sole	2024-02-08
2023-09-30	$2,409,865	11,845	-7.5%	Shares	Sole	2023-11-07
2023-06-30	$2,532,525	12,808	-6.8%	Shares	Sole	2023-08-10
2023-03-31	$2,526,928	13,749	-0.0%	Shares	Sole	2023-05-15
2022-12-31	$2,219,459	13,753	-8.0%	Shares	Sole	2023-02-13
2022-09-30	$2,466,110	14,957	-16.1%	Shares	Sole	2022-11-15
2022-06-30	$3,531,845	17,834	-7.4%	Shares	Sole	2022-08-16
2022-03-31	$4,090,917	19,255	-3.3%	Shares	Sole	2024-02-08
2021-12-31	$5,088,395	19,917	+945.0%	Shares	Sole	2022-02-17
2021-09-30	$549,252	1,906	+29.4%	Shares	Sole	2021-12-03
2021-06-30	$458,029	1,473	-3.3%	Shares	Sole	2021-08-17
2021-03-31	$397,868	1,523	-34.2%	Shares	Sole	2021-05-24
2020-12-31	$629,714	2,313	-11.0%	Shares	Sole	2021-02-16
2020-09-30	$730,812	2,599	+115.7%	Shares	Sole	2020-11-19
2020-06-30	$282,476	1,205	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.