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LYELL WEALTH MANAGEMENT, LP: VEEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on VEEV, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 26,935 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,935 shares
    Change vs previous 13F -10,895 shares

    0.29% of the 13F portfolio, value $4,780,154.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 37,830 shares
    Change vs previous 13F -16,759 shares

    0.49% of the 13F portfolio, value $6,645,218.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 54,589 shares
    Change vs previous 13F +453 shares

    0.88% of the 13F portfolio, value $12,185,902.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 54,136 shares
    Change vs previous 13F -72 shares

    1.2% of the 13F portfolio, value $16,127,656.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 54,208 shares
    Change vs previous 13F +563 shares

    1.23% of the 13F portfolio, value $15,610,820.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 53,645 shares
    Change vs previous 13F +119 shares

    1.16% of the 13F portfolio, value $12,425,791.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 53,526 shares
    Change vs previous 13F -133 shares

    1.01% of the 13F portfolio, value $11,253,842.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 53,659 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $11,261,414.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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