Position in WLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,415
+$6,214 QoQ
Shares Held
359
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 264 holders
Holding Since
Mar 2020
16 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, 2026Allworth Financial LP holds $595,157 across 5 Publishing names. WLY ranks #4 (2.9% of the industry book) .
All Filings in WLY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,415 | 359 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,201 | 294 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,644 | 119 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,566 | 780 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,052 | 46 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $445 | 10 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,311 | 30 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,931 | 268 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,907 | 268 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $381 | 10 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $317 | 10 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,784 | 48 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $306 | 9 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $659 | 17 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $95 | 2 | Shares | Sole | 2022-07-13 | |
| 2020-03-31 | $26,130 | 697 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||