JPL Wealth Management, LLC
Position in WLY — John Wiley & Sons, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in WLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,843
+$396 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 264 holders
Holding Since
Sep 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, 2026JPL Wealth Management, LLC holds $6,181 across 2 Publishing names. WLY ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NYT |
New York Times Co
|
62 | $4,338 | |
| 2 | WLY |
John Wiley & Sons, Inc.
This page
|
38 | $1,843 |
All Filings in WLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,843 | 38 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,447 | 38 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $202 | 5 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||