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Wharton Business Group, LLC: GII position timeline

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

Wharton Business Group, LLC held 254,990 GII 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 254,990 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $19,305,293.

    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 254,990 shares
    Change vs previous 13F +2,700 shares

    0.73% of the 13F portfolio, value $19,384,340.

    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 252,290 shares
    Change vs previous 13F +205 shares

    0.67% of the 13F portfolio, value $17,602,273.

    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 252,085 shares
    Change vs previous 13F -135 shares

    0.77% of the 13F portfolio, value $17,542,595.

    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 252,220 shares
    Change vs previous 13F +3,455 shares

    0.72% of the 13F portfolio, value $16,982,000.

    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 248,765 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $15,423,000.

    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 248,765 shares
    Change vs previous 13F +4,135 shares

    0.66% of the 13F portfolio, value $14,719,000.

    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 244,630 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $15,091,000.

    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).