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Disclosery

Wharton Business Group, LLC: KBE position timeline

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

Wharton Business Group, LLC held 537,221 KBE 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 537,221 shares
    Change vs previous 13F -625 shares

    1.23% of the 13F portfolio, value $36,649,000.

    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 537,846 shares
    Change vs previous 13F +107,540 shares

    1.21% of the 13F portfolio, value $32,028,729.

    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 430,306 shares
    Change vs previous 13F -2,555 shares

    0.99% of the 13F portfolio, value $26,115,000.

    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 432,861 shares
    Change vs previous 13F -2,620 shares

    1.12% of the 13F portfolio, value $25,720,600.

    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 435,481 shares
    Change vs previous 13F +29,430 shares

    1.02% of the 13F portfolio, value $24,226,000.

    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 406,051 shares
    Change vs previous 13F -3,770 shares

    0.98% of the 13F portfolio, value $21,564,000.

    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 409,821 shares
    Change vs previous 13F -15,525 shares

    1.03% of the 13F portfolio, value $22,733,000.

    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 425,346 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $22,497,000.

    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).