Position in WLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$278,544
-$417,013 QoQ
Shares Held
5,742
-66.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 264 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026LPL Financial LLC holds $5,448,809 across 4 Publishing names. WLY ranks #3 (5.1% of the industry book) .
All Filings in WLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,544 | 5,742 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $695,557 | 17,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $787,987 | 17,656 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $722,451 | 16,213 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $608,443 | 13,920 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $682,978 | 14,155 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $546,438 | 13,426 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $317,546 | 8,328 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $203,167 | 6,401 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $220,789 | 5,940 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||