Position in WLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$145
-$5,036 QoQ
Shares Held
3
-97.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 264 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026LRI Investments, LLC holds $847 across 3 Publishing names. WLY ranks #2 (17.1% of the industry book) .
All Filings in WLY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145 | 3 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,181 | 136 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,369 | 110 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,450 | 110 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,909 | 110 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||