Bernardo Wealth Planning LLC

SEC CIK: 0001765595
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WDAY holding history

Workday, Inc. in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDAY overview All 13F holders of WDAY Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of WDAY by Bernardo Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−1,423−100.0%	Sold out	Holders
Q4 2025	1,423	$305.6K	0.1%	+2+0.1%	Added	Holders
Q3 2025	1,421	$342.1K	0.1%	+5+0.4%	Added	Holders
Q2 2025	1,416	$340.0K	0.1%	+1,416	New	Holders