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Disclosery

Wharton Business Group, LLC: IDNA position timeline

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

Wharton Business Group, LLC held 268,472 IDNA 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 268,472 shares
    Change vs previous 13F -1,515 shares

    0.3% of the 13F portfolio, value $9,060,930.

    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 269,987 shares
    Change vs previous 13F -3,160 shares

    0.3% of the 13F portfolio, value $7,843,122.

    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 273,147 shares
    Change vs previous 13F -12,630 shares

    0.27% of the 13F portfolio, value $7,153,720.

    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 285,777 shares
    Change vs previous 13F -4,950 shares

    0.29% of the 13F portfolio, value $6,748,510.

    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 290,727 shares
    Change vs previous 13F +5,255 shares

    0.25% of the 13F portfolio, value $5,963,000.

    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 285,472 shares
    Change vs previous 13F +14,855 shares

    0.26% of the 13F portfolio, value $5,849,000.

    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 270,617 shares
    Change vs previous 13F -282 shares

    0.28% of the 13F portfolio, value $6,124,000.

    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 270,899 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,668,000.

    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).