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Disclosery

NewEdge Wealth, LLC: WDAY position timeline

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

NewEdge Wealth, LLC held 7,627 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,627 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $933,738.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 7,849 shares
    Change vs previous 13F -4,231 shares

    0.01% of the 13F portfolio, value $1,019,759.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 12,080 shares
    Change vs previous 13F -82,522 shares

    0.03% of the 13F portfolio, value $2,594,542.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 94,602 shares
    Change vs previous 13F +3,841 shares

    0.31% of the 13F portfolio, value $21,957,124.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 90,761 shares
    Change vs previous 13F +84,795 shares

    0.31% of the 13F portfolio, value $20,056,326.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 5,966 shares
    Change vs previous 13F -986 shares

    0.03% of the 13F portfolio, value $1,393,240.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 6,952 shares
    Change vs previous 13F +378 shares

    0.03% of the 13F portfolio, value $1,793,825.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 6,574 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,606,751.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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