Private Wealth Management Group, LLC
Position in WLY — John Wiley & Sons, Inc.
CIK 2011342
PRINCETON, NJ
Position in WLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,891
+$406 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 264 holders
Holding Since
Dec 2023
11 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 Management Group, LLC holds $1,891 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
|
39 | $1,891 |
All Filings in WLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891 | 39 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,485 | 39 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,194 | 39 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,578 | 39 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,740 | 39 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,737 | 39 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,704 | 39 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,881 | 39 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,587 | 39 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,487 | 39 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,237 | 39 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||