Position in WLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,802
+$2,555 QoQ
Shares Held
99
+67.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 264 holders
Holding Since
Sep 2024
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $359,760 across 6 Publishing names. WLY ranks #5 (1.3% of the industry book) .
All Filings in WLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,802 | 99 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,247 | 59 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,807 | 59 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,596 | 163 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,274 | 163 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,555 | 192 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,561 | 173 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,162 | 107 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||