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Selective Wealth Management, Inc.: VEEV position timeline

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

Selective Wealth Management, Inc. held 16,577 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 16,577 shares
    Change vs previous 13F -730 shares

    0.85% of the 13F portfolio, value $3,238,861.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, 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 17,307 shares
    Change vs previous 13F -1,670 shares

    0.81% of the 13F portfolio, value $2,738,314.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, 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 18,977 shares
    Change vs previous 13F -617 shares

    1.3% of the 13F portfolio, value $4,155,014.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, 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 19,594 shares
    Change vs previous 13F -141 shares

    1.93% of the 13F portfolio, value $6,000,042.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, 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 19,735 shares
    Change vs previous 13F -766 shares

    2.05% of the 13F portfolio, value $5,611,814.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, 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 20,501 shares
    Change vs previous 13F -473 shares

    1.94% of the 13F portfolio, value $4,469,194.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, 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 20,974 shares
    Change vs previous 13F -1,503 shares

    1.8% of the 13F portfolio, value $4,422,555.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, 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 22,477 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,595,176.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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