Trellis Wealth Advisors LLC

SEC CIK: 0001989031
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

WDAY holding history

Workday, Inc. in every 13F filed by Trellis Wealth Advisors 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 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of WDAY by Trellis Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−3,351−100.0%	Sold out	Holders
Q4 2023	3,351	$925.1K	0.5%	00.0%	Unchanged	Holders
Q3 2023	3,351	$720.0K	0.5%	00.0%	Unchanged	Holders
Q2 2023	3,351	$757.0K	0.5%	+3,351	New	Holders