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Optimist Retirement Group LLC

SEC CIK
0002011850
Latest filing
Aug 10, 2026

WLY holding history

John Wiley & Sons, Inc. in every 13F filed by Optimist Retirement Group LLC, 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 (Q2 2026)
8,605
Value
$417.4K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of WLY by Optimist Retirement Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,605$417.4K0.2%00.0%UnchangedHolders
Q1 20268,605$327.9K0.1%+8,605NewHolders