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Wharton Business Group, LLC: IFRA position timeline

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

Wharton Business Group, LLC held 1,592,700 IFRA 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 1,592,700 shares
    Change vs previous 13F -130,325 shares

    3.36% of the 13F portfolio, value $100,404,000.

    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 1,723,025 shares
    Change vs previous 13F +8,125 shares

    3.72% of the 13F portfolio, value $98,557,000.

    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 1,714,900 shares
    Change vs previous 13F -240 shares

    3.43% of the 13F portfolio, value $90,238,000.

    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 1,715,140 shares
    Change vs previous 13F +19,360 shares

    3.96% of the 13F portfolio, value $90,593,695.

    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 1,695,780 shares
    Change vs previous 13F +38,905 shares

    3.52% of the 13F portfolio, value $83,415,000.

    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 1,656,875 shares
    Change vs previous 13F +97,475 shares

    3.38% of the 13F portfolio, value $74,675,000.

    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 1,559,400 shares
    Change vs previous 13F +57,600 shares

    3.26% of the 13F portfolio, value $72,185,000.

    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 1,501,800 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $70,540,000.

    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).