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MISSION WEALTH MANAGEMENT, LP: VEEV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 19,035 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,035 shares
    Change vs previous 13F +2,121 shares

    0.04% of the 13F portfolio, value $3,378,057.

    13F-HR 0001172661-26-002692 filed by MISSION 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 16,914 shares
    Change vs previous 13F +151 shares

    0.06% of the 13F portfolio, value $2,971,114.

    13F-HR 0001172661-26-002211 filed by MISSION 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 16,763 shares
    Change vs previous 13F -6,073 shares

    0.08% of the 13F portfolio, value $3,741,967.

    13F-HR 0001172661-26-000497 filed by MISSION 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 22,836 shares
    Change vs previous 13F -1,065 shares

    0.14% of the 13F portfolio, value $6,803,073.

    13F-HR 0001172661-25-004574 filed by MISSION 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 23,901 shares
    Change vs previous 13F -1,698 shares

    0.15% of the 13F portfolio, value $6,883,010.

    13F-HR 0001172661-25-002879 filed by MISSION 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 25,599 shares
    Change vs previous 13F -7 shares

    0.15% of the 13F portfolio, value $5,929,497.

    13F-HR 0001085146-25-002181 filed by MISSION 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 25,606 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $5,383,662.

    13F-HR 0001085146-25-000853 filed by MISSION 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 25,602 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,373,092.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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