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Disclosery

Wharton Business Group, LLC: PWV position timeline

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

Wharton Business Group, LLC held 155,635 PWV 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 155,635 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $11,792,000.

    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 155,635 shares
    Change vs previous 13F -7,100 shares

    0.41% of the 13F portfolio, value $10,849,316.

    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 162,735 shares
    Change vs previous 13F -7,635 shares

    0.41% of the 13F portfolio, value $10,825,000.

    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 170,370 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $11,109,828.

    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 170,370 shares
    Change vs previous 13F -8,737 shares

    0.45% of the 13F portfolio, value $10,559,000.

    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 179,107 shares
    Change vs previous 13F +2,335 shares

    0.48% of the 13F portfolio, value $10,659,000.

    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 176,772 shares
    Change vs previous 13F -2,490 shares

    0.45% of the 13F portfolio, value $10,054,000.

    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 179,262 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $10,455,000.

    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).