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Wharton Business Group, LLC: EEMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wharton Business Group, LLC on EEMV, newest first. How the timeline and the estimate are built.

Wharton Business Group, LLC held 2,294,992 EEMV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,294,992 shares
    Change vs previous 13F -52,201 shares

    5.78% of the 13F portfolio, value $172,767,000.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, LLC
    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 2,347,193 shares
    Change vs previous 13F +58,030 shares

    5.74% of the 13F portfolio, value $151,933,784.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, LLC
    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 2,289,163 shares
    Change vs previous 13F -1,138 shares

    5.57% of the 13F portfolio, value $146,598,000.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, LLC
    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 2,290,301 shares
    Change vs previous 13F -1,720 shares

    6.39% of the 13F portfolio, value $146,189,888.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, LLC
    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 2,292,021 shares
    Change vs previous 13F +3,871 shares

    6.07% of the 13F portfolio, value $143,877,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, LLC
    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 2,288,150 shares
    Change vs previous 13F +27,115 shares

    6.04% of the 13F portfolio, value $133,491,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, LLC
    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 2,261,035 shares
    Change vs previous 13F +449,287 shares

    5.92% of the 13F portfolio, value $131,117,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, LLC
    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 1,811,748 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $113,597,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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