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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WDAY holding history

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

WDAY overviewAll 13F holders of WDAYFull Q2 2026 holdings

Shares (Q2 2026)
138
Value
$16.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of WDAY by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026138$16.9K<0.1%+14+11.3%AddedHolders
Q1 2026124$16.1K<0.1%+73+143.1%AddedHolders
Q4 202551$11.0K<0.1%−141−73.4%ReducedHolders
Q3 2025192$46.3K<0.1%+130+209.7%AddedHolders
Q2 202562$15.0K<0.1%+24+63.2%AddedHolders
Q1 202538$8.95K<0.1%−77−67.0%ReducedHolders
Q4 2024115$29.8K<0.1%−31−21.2%ReducedHolders
Q3 2024146$35.7K<0.1%+143+4,766.7%AddedHolders
Q2 20243$671<0.1%+1+50.0%AddedHolders
Q1 20242$546<0.1%+1+100.0%AddedHolders
Q4 20231$277<0.1%00.0%UnchangedHolders
Q3 20231$215<0.1%00.0%UnchangedHolders
Q2 20231$226<0.1%00.0%UnchangedHolders
Q1 20231$207<0.1%00.0%UnchangedHolders
Q4 20221$167<0.1%–No prior filingHolders