Skip to content
Disclosery

Wharton Business Group, LLC: J position timeline

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

Wharton Business Group, LLC held 62,600 J 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 62,600 shares
    Change vs previous 13F +200 shares

    0.26% of the 13F portfolio, value $7,887,600.

    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 62,400 shares
    Change vs previous 13F +240 shares

    0.3% of the 13F portfolio, value $7,942,272.

    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 62,160 shares
    Change vs previous 13F +305 shares

    0.31% of the 13F portfolio, value $8,233,714.

    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 61,855 shares
    Change vs previous 13F -1,145 shares

    0.4% of the 13F portfolio, value $9,269,590.

    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 63,000 shares
    Change vs previous 13F -2,170 shares

    0.35% of the 13F portfolio, value $8,281,000.

    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 65,170 shares
    Change vs previous 13F +870 shares

    0.36% of the 13F portfolio, value $7,878,000.

    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 64,300 shares
    Change vs previous 13F -995 shares

    0.39% of the 13F portfolio, value $8,592,000.

    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 65,295 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,547,000.

    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).