Skip to main content

Pinnacle Wealth Planning Services, Inc.

Position in WLY — John Wiley & Sons, Inc.

CIK 1726752 MANSFIELD, OH

Position in WLY

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$29,494
+$7,930 QoQ
Shares Held
608
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#196
of 264 holders
Holding Since
Dec 2025
3 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, 2026

Pinnacle Wealth Planning Services, Inc. holds $235,143 across 5 Publishing names. WLY ranks #3 (12.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WLY
John Wiley & Sons, Inc.
This page
608 $29,494

All Filings in WLY

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,494 608
2026-03-31 $21,564 566
2025-12-31 $25,912 846