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Sound View Wealth Advisors Group, LLC: WDAY position timeline

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

Sound View Wealth Advisors Group, LLC held 9,904 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,904 shares
    Change vs previous 13F +258 shares

    0.08% of the 13F portfolio, value $1,212,448.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors 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 9,646 shares
    Change vs previous 13F +1,532 shares

    0.09% of the 13F portfolio, value $1,253,208.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors 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 8,114 shares
    Change vs previous 13F +256 shares

    0.12% of the 13F portfolio, value $1,742,725.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors 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 7,858 shares
    Change vs previous 13F +1,321 shares

    0.13% of the 13F portfolio, value $1,891,656.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors 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 6,537 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,568,880.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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