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Disclosery

HB Wealth Management, LLC: WDAY position timeline

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

HB Wealth Management, LLC held 20,328 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,328 shares
    Change vs previous 13F +13,094 shares

    0.01% of the 13F portfolio, value $2,488,554.

    13F-HR 0001172661-26-002920 filed by HB 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 7,234 shares
    Change vs previous 13F -753 shares

    0.01% of the 13F portfolio, value $939,841.

    13F-HR 0001172661-26-001543 filed by HB 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 7,987 shares
    Change vs previous 13F -347 shares

    0.01% of the 13F portfolio, value $1,715,448.

    13F-HR 0001172661-26-000353 filed by HB 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 8,334 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $2,006,244.

    13F-HR 0001172661-25-004398 filed by HB 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 7,987 shares
    Change vs previous 13F -308 shares

    0.02% of the 13F portfolio, value $1,916,880.

    13F-HR 0001172661-25-002644 filed by HB 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 8,295 shares
    Change vs previous 13F +729 shares

    0.02% of the 13F portfolio, value $1,937,131.

    13F-HR 0001172661-25-001594 filed by HB 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 7,566 shares
    Change vs previous 13F +360 shares

    0.02% of the 13F portfolio, value $1,952,330.

    13F-HR 0001172661-25-000193 filed by HB 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 7,206 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,761,218.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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