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Disclosery

Abound Wealth Management: WDAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on WDAY, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 375 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375 shares
    Change vs previous 13F -193 shares

    0.01% of the 13F portfolio, value $45,908.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 568 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $73,795.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 711 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $152,709.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 863 shares
    Change vs previous 13F -148 shares

    0.05% of the 13F portfolio, value $207,750.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,011 shares
    Change vs previous 13F -102 shares

    0.07% of the 13F portfolio, value $242,640.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,113 shares
    Change vs previous 13F -207 shares

    0.09% of the 13F portfolio, value $259,919.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,320 shares
    Change vs previous 13F -121 shares

    0.11% of the 13F portfolio, value $340,502.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,441 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $352,195.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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