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STRATEGIC PLANNING GROUP, LLC: VEEV position timeline

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

STRATEGIC PLANNING GROUP, LLC held 57,362 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,362 shares
    Change vs previous 13F +18,841 shares

    1.11% of the 13F portfolio, value $10,180,149.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 38,521 shares
    Change vs previous 13F +10,419 shares

    0.95% of the 13F portfolio, value $6,766,746.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 28,102 shares
    Change vs previous 13F +3,014 shares

    0.81% of the 13F portfolio, value $6,273,231.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 25,088 shares
    Change vs previous 13F +3,095 shares

    1.01% of the 13F portfolio, value $7,474,151.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 21,993 shares
    Change vs previous 13F +858 shares

    1.03% of the 13F portfolio, value $6,333,651.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 21,135 shares
    Change vs previous 13F +67 shares

    0.96% of the 13F portfolio, value $4,895,553.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 21,068 shares
    Change vs previous 13F +411 shares

    0.81% of the 13F portfolio, value $4,429,577.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 20,657 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,335,311.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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