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Disclosery

North Star Investment Management Corp.: WHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Star Investment Management Corp. on WHG, newest first. How the timeline and the estimate are built.

North Star Investment Management Corp. held 387,800 WHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,800 shares
    Change vs previous 13F +6,991 shares

    0.4% of the 13F portfolio, value $7,430,253.

    13F-HR 0001062993-26-003882 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 380,809 shares
    Change vs previous 13F +8,816 shares

    0.38% of the 13F portfolio, value $6,271,924.

    13F-HR 0001062993-26-002110 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 371,993 shares
    Change vs previous 13F +4,516 shares

    0.4% of the 13F portfolio, value $6,402,004.

    13F-HR 0001062993-26-000502 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 367,477 shares
    Change vs previous 13F +17 shares

    0.39% of the 13F portfolio, value $6,059,696.

    13F-HR 0001062993-25-016263 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 367,460 shares
    Change vs previous 13F +5,446 shares

    0.4% of the 13F portfolio, value $5,732,371.

    13F-HR 0001062993-25-012875 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 362,014 shares
    Change vs previous 13F +18 shares

    0.43% of the 13F portfolio, value $5,864,620.

    13F-HR 0001062993-25-007620 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 361,996 shares
    Change vs previous 13F +3,018 shares

    0.37% of the 13F portfolio, value $5,252,562.

    13F-HR 0001062993-25-001923 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 358,978 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,097,486.

    13F-HR 0001062993-24-018117 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).