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Wharton Business Group, LLC: EFAV position timeline

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

Wharton Business Group, LLC held 1,671,587 EFAV 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 1,671,587 shares
    Change vs previous 13F -42,241 shares

    4.9% of the 13F portfolio, value $146,614,000.

    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 1,713,828 shares
    Change vs previous 13F -47,665 shares

    5.92% of the 13F portfolio, value $156,592,023.

    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 1,761,493 shares
    Change vs previous 13F -5,041 shares

    5.78% of the 13F portfolio, value $151,929,000.

    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 1,766,534 shares
    Change vs previous 13F -4,160 shares

    6.55% of the 13F portfolio, value $149,855,115.

    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 1,770,694 shares
    Change vs previous 13F +82,013 shares

    6.27% of the 13F portfolio, value $148,616,000.

    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 1,688,681 shares
    Change vs previous 13F +20,644 shares

    5.94% of the 13F portfolio, value $131,318,000.

    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 1,668,037 shares
    Change vs previous 13F +438,796 shares

    5.32% of the 13F portfolio, value $117,947,000.

    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 1,229,241 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $94,283,000.

    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).