Ownership history in Avior Wealth Management, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VEEVA SYS INC CL A COM (VEEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 827 | +1 | +0.1% | 0.01% | $246K | $297.91 |
| 2025 Q2 | REDUCED | 826 | -16 | -1.9% | 0.01% | $238K | $287.98 |
| 2024 Q4 | ADDED | 842 | +33 | +4.1% | 0.01% | $177K | $210.25 |
| 2024 Q3 | REDUCED | 809 | -15 | -1.8% | 0.01% | $170K | $209.87 |
| 2024 Q2 | REDUCED | 824 | -396 | -32.5% | 0.01% | $151K | $183.01 |
| 2024 Q1 | INITIATED | 1,220 | — | — | 0.01% | $283K | — |
As of 2025 Q4 — sorted by position size