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Disclosery

Wharton Business Group, LLC: KBWB position timeline

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

Wharton Business Group, LLC held 1,767,605 KBWB 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 1,767,605 shares
    Change vs previous 13F -60,106 shares

    5.5% of the 13F portfolio, value $164,352,000.

    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 1,827,711 shares
    Change vs previous 13F +2,248 shares

    5.46% of the 13F portfolio, value $144,608,473.

    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 1,825,463 shares
    Change vs previous 13F -8,644 shares

    5.85% of the 13F portfolio, value $153,868,000.

    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 1,834,107 shares
    Change vs previous 13F -79,912 shares

    6.27% of the 13F portfolio, value $143,445,473.

    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 1,914,019 shares
    Change vs previous 13F +117,855 shares

    5.78% of the 13F portfolio, value $136,875,000.

    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 1,796,164 shares
    Change vs previous 13F -3,773 shares

    5.1% of the 13F portfolio, value $112,808,000.

    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 1,799,937 shares
    Change vs previous 13F -187,598 shares

    5.31% of the 13F portfolio, value $117,626,000.

    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 1,987,535 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $116,489,000.

    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).