Position in VEEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$109,144
+$7,789 QoQ
Shares Held
615
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#243
of 353 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026True Wealth Design, LLC holds $382,907 across 25 Health Information Services names. VEEV ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
4,385 | $168,120 | |
| 2 | VEEV |
Veeva Systems Inc
This page
|
615 | $109,144 | |
| 3 | HQY |
Healthequity, Inc.
|
558 | $50,398 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
2,578 | $21,861 | |
| 5 | PHR |
Phreesia, Inc.
|
806 | $8,293 | |
| 6 | WEAV |
Weave Communications, Inc.
|
893 | $5,349 | |
| 7 | HTFL |
Heartflow, Inc.
|
173 | $5,075 | |
| 8 | OMDA |
Omada Health, Inc.
|
106 | $2,326 |
All Filings in VEEV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,144 | 615 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $101,355 | 577 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $80,586 | 361 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $214,197 | 719 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $127,575 | 443 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $49,337 | 213 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,680 | 203 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,171 | 139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $732 | 4 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $695 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $192 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $197 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $183 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $161 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||