Compass Wealth Management LLC: VEEV position timeline

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

Compass Wealth Management LLC held 29,965 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 29,965 shares
Change vs previous 13F +7,251 shares
1.01% of the 13F portfolio, value $5,317,889.
13F-HR 0001965653-26-000003 filed by Compass Wealth Management LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 22,714 shares
Change vs previous 13F not available
0.99% of the 13F portfolio, value $3,989,942.
13F-HR 0001965653-26-000002 filed by Compass Wealth Management LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).