Kestra Advisory Services, LLC: VEEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on VEEV, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 4,191 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,191 sharesChange vs previous 13F +243 shares
<0.01% of the 13F portfolio, value $743,777.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,809 shares
- Kestra Advisory Services, LLC: 2,382 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,948 sharesChange vs previous 13F -7,448 shares
<0.01% of the 13F portfolio, value $693,418.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 3,948 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,396 sharesChange vs previous 13F +516 shares
0.01% of the 13F portfolio, value $2,543,817.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 7,039 shares
- Kestra Investment Management, LLC: 4,357 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,880 sharesChange vs previous 13F +694 shares
0.01% of the 13F portfolio, value $3,241,111.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 6,641 shares
- Kestra Investment Management, LLC: 4,239 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 10,186 sharesChange vs previous 13F -2,764 shares
0.01% of the 13F portfolio, value $2,933,220.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 5,028 shares
- Kestra Investment Management, LLC: 5,158 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 12,950 sharesChange vs previous 13F +478 shares
0.01% of the 13F portfolio, value $2,999,608.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,734 shares
- Kestra Advisory Services, LLC: 5,529 shares
- Kestra Investment Management, LLC: 4,687 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,472 sharesChange vs previous 13F -224 shares
0.01% of the 13F portfolio, value $2,622,238.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,109 shares
- Kestra Advisory Services, LLC: 4,865 shares
- Kestra Investment Management, LLC: 3,498 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,696 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,677,311.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,475 shares
- Kestra Advisory Services, LLC: 7,909 shares
- Kestra Investment Management, LLC: 2,312 shares
Acceptance time not in the bulk data set (spec §4.2).