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Blue Zone Wealth Advisors, LLC: VEEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Zone Wealth Advisors, LLC on VEEV, newest first. How the timeline and the estimate are built.

Blue Zone Wealth Advisors, LLC held 18,948 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,948 shares
    Change vs previous 13F -102 shares

    0.59% of the 13F portfolio, value $3,362,702.

    13F-HR 0001803106-26-000003 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,050 shares
    Change vs previous 13F +719 shares

    0.68% of the 13F portfolio, value $3,346,323.

    13F-HR 0001803106-26-000002 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,331 shares
    Change vs previous 13F +36 shares

    0.78% of the 13F portfolio, value $4,092,029.

    13F-HR 0001803106-26-000001 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,295 shares
    Change vs previous 13F +528 shares

    1.09% of the 13F portfolio, value $5,450,263.

    13F-HR 0001803106-25-000002 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,767 shares
    Change vs previous 13F +548 shares

    1.28% of the 13F portfolio, value $5,116,541.

    13F-HR 0001085146-25-004153 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,219 shares
    Change vs previous 13F +1,525 shares

    1.11% of the 13F portfolio, value $3,988,437.

    13F-HR 0001085146-25-002060 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,694 shares
    Change vs previous 13F +1,054 shares

    0.95% of the 13F portfolio, value $3,299,664.

    13F-HR 0001085146-25-000644 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,640 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,072,497.

    13F-HR 0001085146-24-004672 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).