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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

VEEV holding history

Veeva Systems Inc in every 13F filed by Compass Wealth Management 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)
29,965
Value
$5.32M
% of portfolio
1.0%
Quarters held
2
Since Q1 2026
Holdings of VEEV by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,965$5.32M1.0%+7,251+31.9%AddedHolders
Q1 202622,714$3.99M1.0%+22,714NewHolders