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Disclosery

Wharton Business Group, LLC: IWY position timeline

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

Wharton Business Group, LLC held 203,184 IWY 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 203,184 shares
    Change vs previous 13F +1,815 shares

    1.97% of the 13F portfolio, value $59,049,000.

    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 201,369 shares
    Change vs previous 13F +200 shares

    1.89% of the 13F portfolio, value $50,108,662.

    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 201,169 shares
    Change vs previous 13F +3,775 shares

    2.12% of the 13F portfolio, value $55,712,000.

    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 197,394 shares
    Change vs previous 13F -240 shares

    2.36% of the 13F portfolio, value $54,016,868.

    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 197,634 shares
    Change vs previous 13F +1,730 shares

    2.06% of the 13F portfolio, value $48,719,000.

    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 195,904 shares
    Change vs previous 13F +1,235 shares

    1.87% of the 13F portfolio, value $41,324,000.

    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 194,669 shares
    Change vs previous 13F -8,547 shares

    2.07% of the 13F portfolio, value $45,800,000.

    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 203,216 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $44,718,000.

    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).