ACTION POINT FINANCIAL PLANNING, LLC
Position in VEEV — Veeva Systems Inc
CIK 2116119
GRAND RAPIDS, MI
Position in VEEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,966
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#974
of 1,058 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $17,176 across 7 Health Information Services names. VEEV ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
62 | $5,595 | |
| 2 | VEEV |
Veeva Systems Inc
This page
|
28 | $4,966 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
44 | $3,066 | |
| 4 | TEM |
Tempus AI, Inc.
|
22 | $1,274 | |
| 5 | DRIO |
DarioHealth Corp.
|
159 | $1,049 | |
| 6 | DOCS |
Doximity, Inc.
|
47 | $973 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
30 | $253 |
All Filings in VEEV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,966 | 28 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||