BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in VEEV — Veeva Systems Inc
CIK 2010186
CINCINNATI, OH
Position in VEEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,986
+$3,595 QoQ
Shares Held
45
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#946
of 1,056 holders
Holding Since
Dec 2023
11 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $408,900 across 4 Health Information Services names. VEEV ranks #4 (2.0% of the industry book) .
All Filings in VEEV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,986 | 45 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,391 | 25 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,580 | 25 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $107,247 | 360 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $103,672 | 360 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $83,386 | 360 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $138,765 | 660 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $138,514 | 660 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $120,786 | 660 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $152,915 | 660 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $167,492 | 870 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||