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CAPTRUST FINANCIAL ADVISORS: VEEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on VEEV, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 24,413 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,413 shares
    Change vs previous 13F +1,793 shares

    0.01% of the 13F portfolio, value $4,332,657.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 22,620 shares
    Change vs previous 13F +12,859 shares

    0.01% of the 13F portfolio, value $3,973,466.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 9,761 shares
    Change vs previous 13F -5,159 shares

    <0.01% of the 13F portfolio, value $2,178,863.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 14,920 shares
    Change vs previous 13F +4,059 shares

    0.01% of the 13F portfolio, value $4,444,923.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,861 shares
    Change vs previous 13F +4,095 shares

    0.01% of the 13F portfolio, value $3,127,876.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 6,766 shares
    Change vs previous 13F -2,731 shares

    <0.01% of the 13F portfolio, value $1,567,309.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 9,497 shares
    Change vs previous 13F +1,632 shares

    0.01% of the 13F portfolio, value $1,996,744.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 7,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,650,628.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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