Position in VEEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,657,569
-$565,056 QoQ
Shares Held
9,340
-26.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $2,800,240 across 5 Health Information Services names. VEEV ranks #1 (59.2% of the industry book) .
All Filings in VEEV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,657,569 | 9,340 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,222,625 | 12,653 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,064,795 | 18,209 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,774,091 | 19,382 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,305,743 | 18,424 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,174,435 | 18,022 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $363,942 | 1,731 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $449,541 | 2,142 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $339,483 | 1,855 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $445,771 | 1,924 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $386,580 | 2,008 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $482,176 | 2,370 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $223,434 | 1,130 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $211,542 | 1,151 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||