Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

VEEV holding history

Veeva Systems Inc in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VEEV overviewAll 13F holders of VEEVFull Q2 2026 holdings

Shares (Q2 2026)
2,350
Value
$417.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of VEEV by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,350$417.1K<0.1%−137−5.5%ReducedHolders
Q1 20262,487$436.9K<0.1%+250+11.2%AddedHolders
Q4 20252,237$499.4K<0.1%−823−26.9%ReducedHolders
Q3 20253,060$911.6K<0.1%+836+37.6%AddedHolders
Q2 20252,224$640.5K<0.1%+1,482+199.7%AddedHolders
Q1 2025742$171.9K<0.1%−392−34.6%ReducedHolders
Q4 20241,134$238.4K<0.1%+862+316.9%AddedHolders
Q3 2024272$57.1K<0.1%−17−5.9%ReducedHolders
Q2 2024289$55.5K<0.1%−114−28.3%ReducedHolders
Q1 2024403$80.0K<0.1%+38+10.4%AddedHolders
Q4 2023365$70.3K<0.1%+28+8.3%AddedHolders
Q3 2023337$68.6K<0.1%+3+0.9%AddedHolders
Q2 2023334$66.0K<0.1%+89+36.3%AddedHolders
Q1 2023245$45.0K<0.1%+4+1.7%AddedHolders
Q4 2022241$38.9K<0.1%+128+113.3%AddedHolders
Q3 2022113$18.0K<0.1%00.0%UnchangedHolders
Q2 2022113$23.0K<0.1%+14+14.1%AddedHolders
Q1 202299$21.0K<0.1%−49−33.1%ReducedHolders
Q4 2021148$38.0K<0.1%–No prior filingHolders