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Wharton Business Group, LLC: IEMG position timeline

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

Wharton Business Group, LLC held 1,155,957 IEMG 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 1,155,957 shares
    Change vs previous 13F -73,040 shares

    3.2% of the 13F portfolio, value $95,759,000.

    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 1,228,997 shares
    Change vs previous 13F -16,800 shares

    3.24% of the 13F portfolio, value $85,722,542.

    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 1,245,797 shares
    Change vs previous 13F -16,110 shares

    3.18% of the 13F portfolio, value $83,742,000.

    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 1,261,907 shares
    Change vs previous 13F -4,450 shares

    3.63% of the 13F portfolio, value $83,184,910.

    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 1,266,357 shares
    Change vs previous 13F -190,247 shares

    3.2% of the 13F portfolio, value $75,796,000.

    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 1,456,604 shares
    Change vs previous 13F -10,065 shares

    3.55% of the 13F portfolio, value $78,549,000.

    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 1,466,669 shares
    Change vs previous 13F -25,510 shares

    3.46% of the 13F portfolio, value $76,589,000.

    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 1,492,179 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $85,666,000.

    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).