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Triangle Securities Wealth Management: VEEV position timeline

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

Triangle Securities Wealth Management held 6,142 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,142 shares
    Change vs previous 13F -50 shares

    0.22% of the 13F portfolio, value $1,090,021.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 6,192 shares
    Change vs previous 13F +80 shares

    0.25% of the 13F portfolio, value $1,087,687.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 6,112 shares
    Change vs previous 13F +362 shares

    0.29% of the 13F portfolio, value $1,364,382.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 5,750 shares
    Change vs previous 13F -32 shares

    0.39% of the 13F portfolio, value $1,712,983.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 5,782 shares
    Change vs previous 13F +45 shares

    0.41% of the 13F portfolio, value $1,665,100.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 5,737 shares
    Change vs previous 13F -55 shares

    0.34% of the 13F portfolio, value $1,328,861.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 5,792 shares
    Change vs previous 13F -63 shares

    0.31% of the 13F portfolio, value $1,217,768.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 5,855 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,228,789.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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