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Circle Wealth Management, LLC: WDAY position timeline

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

Circle Wealth Management, LLC held 12,462 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,462 shares
    Change vs previous 13F +1,688 shares

    0.02% of the 13F portfolio, value $1,525,598.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
    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 10,774 shares
    Change vs previous 13F +1,914 shares

    0.02% of the 13F portfolio, value $1,399,758.

    13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
    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 8,860 shares
    Change vs previous 13F +213 shares

    0.03% of the 13F portfolio, value $1,902,951.

    13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
    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 8,647 shares
    Change vs previous 13F +1,242 shares

    0.04% of the 13F portfolio, value $2,081,592.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
    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 7,405 shares
    Change vs previous 13F -113 shares

    0.04% of the 13F portfolio, value $1,777,200.

    13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
    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 7,518 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $1,755,679.

    13F-HR 0001578242-25-000002 filed by Circle Wealth Management, LLC
    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 7,511 shares
    Change vs previous 13F +1,658 shares

    0.04% of the 13F portfolio, value $1,938,063.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
    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 5,853 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,430,532.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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