Position in WLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,353
-$8,962 QoQ
Shares Held
298
-40.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Mar 31, 2026Advisory Services Network, LLC holds $574,811 across 6 Publishing names. WLY ranks #2 (2.0% of the industry book) .
All Filings in WLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,353 | 298 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $20,315 | 502 | Shares | Sole | 2025-11-18 | |
| 2023-06-30 | $236,236 | 6,942 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $270,692 | 6,982 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $279,378 | 6,974 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $261,868 | 6,972 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $335,418 | 7,023 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $381,603 | 7,196 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $400,603 | 6,995 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $364,895 | 6,989 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $420,297 | 6,984 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $370,728 | 6,840 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,232 | 27 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,395 | 44 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $6,185 | 165 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||