Private Wealth Asset Management, LLC
Position in WLY — John Wiley & Sons, Inc.
CIK 1883006
OMAHA, NE
Position in WLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,553
+$3,123 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
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, 2026Private Wealth Asset Management, LLC holds $14,553 across 1 Publishing name. WLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
300 | $14,553 |
All Filings in WLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,553 | 300 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,430 | 300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,189 | 300 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||