INDEPENDENT FINANCIAL GROUP, LLC

Position in VEEV — Veeva Systems Inc

CIK 275484 SAN DIEGO, CA

Position in VEEV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$639,246

-$390,999 QoQ

Shares Held

3,602

-38.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#602

of 1,056 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $965,507 across 2 Health Information Services names. VEEV ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VEEV	Veeva Systems Inc This page	3,602	$639,246
2	TEM	Tempus AI, Inc.	5,632	$326,261

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,246	3,602	-38.6%	Shares	Sole	2026-07-15
2026-03-31	$1,030,245	5,865	-15.8%	Shares	Sole	2026-05-15
2025-12-31	$1,554,573	6,964	-5.6%	Shares	Sole	2026-05-15
2025-09-30	$2,196,788	7,374	+2.4%	Shares	Sole	2026-05-15
2025-06-30	$2,073,456	7,200	-4.0%	Shares	Sole	2026-05-15
2025-03-31	$1,736,530	7,497	-2.5%	Shares	Sole	2026-05-19
2024-12-31	$1,617,453	7,693	-1.7%	Shares	Sole	2026-06-12
2024-09-30	$1,643,072	7,829	-0.9%	Shares	Sole	2026-06-12
2024-06-30	$1,446,328	7,903	-3.0%	Shares	Sole	2026-06-12
2024-03-31	$1,888,041	8,149	+11.4%	Shares	Sole	2026-06-12
2023-12-31	$1,408,668	7,317	+11.9%	Shares	Sole	2026-06-12
2023-09-30	$1,329,952	6,537	-14.1%	Shares	Sole	2026-06-12
2023-06-30	$1,505,120	7,612	+13.3%	Shares	Sole	2026-06-12
2023-03-31	$1,235,068	6,720	+2.2%	Shares	Sole	2026-06-12
2022-12-31	$1,060,750	6,573	-3.1%	Shares	Sole	2026-06-15
2022-09-30	$1,117,886	6,780	-3.6%	Shares	Sole	2026-06-15
2022-06-30	$1,392,221	7,030	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.