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Disclosery

Wharton Business Group, LLC: GS position timeline

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

Wharton Business Group, LLC held 48,491 GS 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 48,491 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $49,042,040.

    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 48,491 shares
    Change vs previous 13F -290 shares

    1.55% of the 13F portfolio, value $41,022,623.

    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 48,781 shares
    Change vs previous 13F -1,590 shares

    1.63% of the 13F portfolio, value $42,878,178.

    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 50,371 shares
    Change vs previous 13F -9,575 shares

    1.75% of the 13F portfolio, value $40,112,631.

    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 59,946 shares
    Change vs previous 13F -8,790 shares

    1.79% of the 13F portfolio, value $42,334,000.

    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 68,736 shares
    Change vs previous 13F -37 shares

    1.7% of the 13F portfolio, value $37,550,000.

    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 68,773 shares
    Change vs previous 13F +361 shares

    1.78% of the 13F portfolio, value $39,381,000.

    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 68,412 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $33,872,000.

    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).