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Disclosery

Wharton Business Group, LLC: EXI position timeline

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

Wharton Business Group, LLC held 58,345 EXI 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 58,345 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $11,698,173.

    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 58,345 shares
    Change vs previous 13F -725 shares

    0.4% of the 13F portfolio, value $10,561,028.

    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 59,070 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $10,357,334.

    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 59,070 shares
    Change vs previous 13F -120 shares

    0.45% of the 13F portfolio, value $10,204,343.

    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 59,190 shares
    Change vs previous 13F -25,505 shares

    0.41% of the 13F portfolio, value $9,789,000.

    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 84,695 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $12,313,000.

    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 84,695 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $11,961,000.

    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 84,695 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $12,598,000.

    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).