Position in WLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$533
-$17,030 QoQ
Shares Held
11
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 264 holders
Holding Since
Jun 2024
7 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, 2026Clearstead Advisors, LLC holds $125,976 across 5 Publishing names. WLY ranks #4 (0.4% of the industry book) .
All Filings in WLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533 | 11 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $17,563 | 434 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,214 | 1,394 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,328 | 344 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,036 | 344 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,598 | 344 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,587 | 211 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||