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Disclosery

CWM, LLC: VEEV position timeline

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

CWM, LLC held 61,013 VEEV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 61,013 shares
    Change vs previous 13F +29,743 shares

    0.03% of the 13F portfolio, value $10,717,456.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 31,270 shares
    Change vs previous 13F -22,357 shares

    0.02% of the 13F portfolio, value $6,980,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 53,627 shares
    Change vs previous 13F +25,882 shares

    0.05% of the 13F portfolio, value $15,976,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 27,745 shares
    Change vs previous 13F +18,960 shares

    0.03% of the 13F portfolio, value $7,990,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,785 shares
    Change vs previous 13F +676 shares

    0.01% of the 13F portfolio, value $2,035,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,109 shares
    Change vs previous 13F +1,339 shares

    0.01% of the 13F portfolio, value $1,705,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,770 shares
    Change vs previous 13F +2,574 shares

    0.01% of the 13F portfolio, value $1,421,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $768,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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