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Disclosery

HoyleCohen, LLC: WDAY position timeline

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

HoyleCohen, LLC held 12,507 WDAY shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 12,507 shares
    Change vs previous 13F +101 shares

    0.21% of the 13F portfolio, value $2,796,065.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 12,406 shares
    Change vs previous 13F +313 shares

    0.26% of the 13F portfolio, value $3,383,737.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 12,093 shares
    Change vs previous 13F +275 shares

    0.27% of the 13F portfolio, value $3,338,395.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 11,818 shares
    Change vs previous 13F +225 shares

    0.24% of the 13F portfolio, value $2,539,098.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 11,593 shares
    Change vs previous 13F -625 shares

    0.23% of the 13F portfolio, value $2,618,743.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 12,218 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,523,506.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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