JFS WEALTH ADVISORS, LLC

Position in WLY — John Wiley & Sons, Inc.

CIK 1568068 HERMITAGE, PA

Position in WLY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,231

+$1,241 QoQ

Shares Held

+76.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#231

of 264 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $13,751 across 4 Publishing names. WLY ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	132	$9,237
2	WLY	John Wiley & Sons, Inc. This page	46	$2,231
3	PSO	Pearson PLC	135	$2,145
4	SCHL	Scholastic Corp	3	$138

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,231	46	+76.9%	Shares	Sole	2026-07-10
2026-03-31	$990	26	-21.2%	Shares	Sole	2026-04-21
2025-12-31	$1,010	33	+3.1%	Shares	Sole	2026-01-14
2025-09-30	$1,295	32	-15.8%	Shares	Sole	2025-11-10
2025-06-30	$1,695	38	+8.6%	Shares	Sole	2025-07-24
2025-03-31	$1,559	35	+6.1%	Shares	Sole	2025-04-22
2024-12-31	$1,442	33	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,592	33	+3.1%	Shares	Sole	2024-10-25
2024-06-30	$1,302	32	0.0%	Shares	Sole	2024-07-15
2024-03-31	$1,220	32	+45.5%	Shares	Sole	2024-04-30
2023-12-31	$698	22	+46.7%	Shares	Sole	2024-02-07
2023-09-30	$557	15	-44.4%	Shares	Sole	2023-11-02
2023-06-30	$918	27	+92.9%	Shares	Sole	2023-08-07
2023-03-31	$542	14	-44.0%	Shares	Sole	2023-04-19
2022-12-31	$1,001	25	-24.2%	Shares	Sole	2023-02-13
2022-09-30	$1,239	33	+73.7%	Shares	Sole	2022-10-21
2022-06-30	$907	19	-29.6%	Shares	Sole	2022-08-02
2022-03-31	$1,431	27	+170.0%	Shares	Sole	2022-05-02
2021-12-31	$572	10	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.