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Disclosery

Portside Wealth Group, LLC: WDAY position timeline

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

Portside Wealth Group, LLC held 2,879 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,879 shares
    Change vs previous 13F +281 shares

    0.04% of the 13F portfolio, value $352,447.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 2,598 shares
    Change vs previous 13F +453 shares

    0.05% of the 13F portfolio, value $337,532.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 2,145 shares
    Change vs previous 13F -6,583 shares

    0.06% of the 13F portfolio, value $460,704.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 8,728 shares
    Change vs previous 13F -6,154 shares

    0.29% of the 13F portfolio, value $2,101,091.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 14,882 shares
    Change vs previous 13F -264 shares

    0.53% of the 13F portfolio, value $3,571,680.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 15,146 shares
    Change vs previous 13F -315 shares

    0.58% of the 13F portfolio, value $3,537,046.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 15,461 shares
    Change vs previous 13F -1,054 shares

    0.66% of the 13F portfolio, value $3,989,402.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 16,515 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,036,431.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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