Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WDAY holding history

Workday, Inc. in every 13F filed by Modern Wealth Management, 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 (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of WDAY by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−848−100.0%	Sold out	Holders
Q1 2024	848	$231.3K	<0.1%	+40+5.0%	Added	Holders
Q4 2023	808	$223.1K	<0.1%	–	No prior filing	Holders