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Berry Wealth Group, LP

SEC CIK
0002008410
Latest filing
Aug 12, 2026

WLY holding history

John Wiley & Sons, Inc. in every 13F filed by Berry Wealth Group, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WLY overviewAll 13F holders of WLYFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of WLY by Berry Wealth Group, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−4,991−100.0%Sold outHolders
Q4 20244,991$218.2K0.2%+255+5.4%AddedHolders
Q3 20244,736$228.5K0.2%+4,736NewHolders