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Clearstead Advisors, LLC: WDAY position timeline

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

Clearstead Advisors, LLC held 974 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 974 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $119,237.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 884 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $114,850.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 1,507 shares
    Change vs previous 13F +354 shares

    <0.01% of the 13F portfolio, value $323,674.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 1,153 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $277,562.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 1,341 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $321,840.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 814 shares
    Change vs previous 13F -1,187 shares

    <0.01% of the 13F portfolio, value $190,094.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 2,001 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $516,319.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 2,007 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $490,531.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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