HB Wealth Management, LLC

Position in VEEV — Veeva Systems Inc

CIK 1911253 Atlanta, GA

Position in VEEV

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,222,625

-$1,842,170 QoQ

Shares Held

12,653

-30.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

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

Healthcare · as of Mar 31, 2026

HB Wealth Management, LLC holds $3,154,113 across 5 Health Information Services names. VEEV ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	12,653	$2,222,625
2	HTFL	Heartflow, Inc.	25,214	$613,456
3	HQY	Healthequity, Inc.	2,744	$229,316
4	EVH	Evolent Health, Inc.	33,560	$76,516
5	BEAT	HeartBeam, Inc.	10,000	$12,200

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,222,625	12,653	-30.5%	Shares	Sole	2026-04-27
2025-12-31	$4,064,795	18,209	-6.1%	Shares	Sole	2026-01-28
2025-09-30	$5,774,091	19,382	+5.2%	Shares	Sole	2025-10-23
2025-06-30	$5,305,743	18,424	+2.2%	Shares	Sole	2025-07-17
2025-03-31	$4,174,435	18,022	+941.1%	Shares	Sole	2025-05-07
2024-12-31	$363,942	1,731	-19.2%	Shares	Sole	2025-01-15
2024-09-30	$449,541	2,142	+15.5%	Shares	Sole	2024-10-15
2024-06-30	$339,483	1,855	-3.6%	Shares	Sole	2024-07-26
2024-03-31	$445,771	1,924	-4.2%	Shares	Sole	2024-04-30
2023-12-31	$386,580	2,008	-15.3%	Shares	Sole	2024-01-16
2023-09-30	$482,176	2,370	+109.7%	Shares	Sole	2023-10-13
2023-06-30	$223,434	1,130	-1.8%	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.