Position in WLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,802
+$1,488 QoQ
Shares Held
99
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 264 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $1,452,916 across 5 Publishing names. WLY ranks #3 (0.3% of the industry book) .
All Filings in WLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,802 | 99 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,314 | 87 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $949 | 31 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,428 | 60 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,454 | 55 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,450 | 55 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $655 | 15 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,930 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $407 | 10 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $190 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||