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Moran Wealth Management, LLC: VEEV position timeline

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

Moran Wealth Management, LLC held 24,724 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 24,724 shares
    Change vs previous 13F +167 shares

    0.12% of the 13F portfolio, value $4,387,768.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    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 24,557 shares
    Change vs previous 13F +1,680 shares

    0.13% of the 13F portfolio, value $4,313,683.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    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 22,877 shares
    Change vs previous 13F +938 shares

    0.16% of the 13F portfolio, value $5,106,833.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    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 21,939 shares
    Change vs previous 13F +21 shares

    0.2% of the 13F portfolio, value $6,535,847.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    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 21,918 shares
    Change vs previous 13F -346 shares

    0.2% of the 13F portfolio, value $6,311,945.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
    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 22,264 shares
    Change vs previous 13F -42,400 shares

    0.17% of the 13F portfolio, value $5,157,010.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    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 64,664 shares
    Change vs previous 13F +1,906 shares

    0.43% of the 13F portfolio, value $13,595,606.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    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 62,758 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,171,021.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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