Position in VEEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,890
-$54 QoQ
Shares Held
67
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#930
of 1,058 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $22,156 across 2 Health Information Services names. VEEV ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
67 | $11,890 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
399 | $10,266 |
All Filings in VEEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,890 | 67 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,944 | 68 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,402 | 69 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||