Wharton Business Group, LLC: IGSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wharton Business Group, LLC on IGSB, newest first. How the timeline and the estimate are built.
Wharton Business Group, LLC held 662,380 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 662,380 sharesChange vs previous 13F +399,015 shares
1.16% of the 13F portfolio, value $34,715,000.
13F-HR 0001513126-26-000003 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 263,365 sharesChange vs previous 13F +41,785 shares
0.52% of the 13F portfolio, value $13,842,464.
13F-HR 0001513126-26-000002 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 221,580 sharesChange vs previous 13F +2,265 shares
0.45% of the 13F portfolio, value $11,717,000.
13F-HR 0001513126-26-000001 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 219,315 sharesChange vs previous 13F +85,365 shares
0.51% of the 13F portfolio, value $11,630,274.
13F-HR 0001513126-25-000006 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 133,950 sharesChange vs previous 13F +5,170 shares
0.3% of the 13F portfolio, value $7,067,000.
13F-HR 0001513126-25-000005 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 128,780 sharesChange vs previous 13F +955 shares
0.31% of the 13F portfolio, value $6,744,000.
13F-HR 0001513126-25-000003 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 127,825 sharesChange vs previous 13F +1,685 shares
0.3% of the 13F portfolio, value $6,609,000.
13F-HR 0001513126-25-000001 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 126,140 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $6,643,000.
13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).