Position in NYT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$321,272
+$56,227 QoQ
Shares Held
3,837
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NYT Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $369,888 across 1 Publishing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
|
7,625 | $369,888 |
All Filings in NYT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,272 | 3,837 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $265,045 | 3,818 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||