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Sendero Wealth Management, LLC: WDAY position timeline

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

Sendero Wealth Management, LLC held 15,392 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,392 shares
    Change vs previous 13F +5,414 shares

    0.19% of the 13F portfolio, value $1,884,289.

    13F-HR 0001639375-26-000013 filed by Sendero 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 9,978 shares
    Change vs previous 13F +1,057 shares

    0.14% of the 13F portfolio, value $1,296,342.

    13F-HR 0001639375-26-000008 filed by Sendero 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 8,921 shares
    Change vs previous 13F +336 shares

    0.21% of the 13F portfolio, value $1,916,053.

    13F-HR 0001639375-26-000002 filed by Sendero 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 8,585 shares
    Change vs previous 13F +2,024 shares

    0.24% of the 13F portfolio, value $2,066,668.

    13F-HR 0001639375-25-000009 filed by Sendero 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/A 6,561 shares
    Change vs previous 13F +352 shares

    0.2% of the 13F portfolio, value $1,574,640.

    13F-HR/A 0001639375-25-000007 filed by Sendero 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 6,209 shares
    Change vs previous 13F +6 shares

    0.2% of the 13F portfolio, value $1,449,989.

    13F-HR 0001639375-25-000003 filed by Sendero 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 6,203 shares
    Change vs previous 13F +2,003 shares

    0.24% of the 13F portfolio, value $1,600,561.

    13F-HR 0001639375-25-000002 filed by Sendero 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 4,200 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,026,522.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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