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Disclosery

Facet Wealth, Inc.: VEEV position timeline

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

Facet Wealth, Inc. held 1,136 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,136 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $201,606.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 1,310 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $230,115.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 1,276 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $278,155.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    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 1,373 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $409,030.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    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 1,342 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $381,396.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    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 1,299 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $307,850.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 1,310 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $310,733.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    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 1,456 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,809.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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