Concord Wealth Partners

Position in VEEV — Veeva Systems Inc

CIK 1814214 ABINGDON, VA

Position in VEEV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,371

-$39,265 QoQ

Shares Held

-90.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#987

of 1,058 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Concord Wealth Partners holds $107,637 across 6 Health Information Services names. VEEV ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HNGE	Hinge Health, Inc.	1,204	$99,932
2	VEEV	Veeva Systems Inc This page	19	$3,371
3	TEM	Tempus AI, Inc.	49	$2,838
4	SLP	Simulations Plus, Inc.	77	$1,409
5	EVH	Evolent Health, Inc.	13	$70
6	WEAV	Weave Communications, Inc.	3	$17

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,371	19	-90.1%	Shares	Sole	2026-07-27
2025-12-31	$42,636	191	-17.7%	Shares	Sole	2026-01-29
2025-09-30	$69,115	232	+262.5%	Shares	Sole	2025-11-05
2025-06-30	$18,430	64	0.0%	Shares	Sole	2025-07-25
2025-03-31	$14,824	64	-11.1%	Shares	Sole	2025-05-02
2024-12-31	$15,138	72	0.0%	Shares	Sole	2025-01-24
2024-09-30	$15,110	72	+12.5%	Shares	Sole	2024-10-24
2024-03-31	$14,828	64	-92.2%	Shares	Sole	2024-04-30
2023-12-31	$157,481	818	+0.6%	Shares	Sole	2024-04-30
2023-09-30	$165,404	813	+1170.3%	Shares	Sole	2024-04-30
2023-06-30	$12,654	64	0.0%	Shares	Sole	2023-08-08
2023-03-31	$11,762	64	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.