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Lodestone Wealth Management LLC

Position in VEEV — Veeva Systems Inc

CIK 1950158 SPOKANE, WA

Position in VEEV

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$14,551
+$2,607 QoQ
Shares Held
82
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#921
of 1,058 holders
Holding Since
Dec 2025
3 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, 2026

Lodestone Wealth Management LLC holds $57,352 across 4 Health Information Services names. VEEV ranks #2 (25.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VEEV
Veeva Systems Inc
This page
82 $14,551

All Filings in VEEV

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,551 82
2026-03-31 $11,944 68
2025-12-31 $6,696 30