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Disclosery

Wharton Business Group, LLC: QUAL position timeline

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

Wharton Business Group, LLC held 1,167,255 QUAL 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 1,167,255 shares
    Change vs previous 13F -34,555 shares

    8.56% of the 13F portfolio, value $256,131,000.

    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 1,201,810 shares
    Change vs previous 13F -464 shares

    8.71% of the 13F portfolio, value $230,519,184.

    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 1,202,274 shares
    Change vs previous 13F +770 shares

    9.08% of the 13F portfolio, value $238,796,000.

    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 1,201,504 shares
    Change vs previous 13F -10,039 shares

    0.13% of the 13F portfolio, value $2,976,823.

    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 1,211,543 shares
    Change vs previous 13F -39,845 shares

    9.34% of the 13F portfolio, value $221,298,000.

    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 1,251,388 shares
    Change vs previous 13F -3,106 shares

    9.68% of the 13F portfolio, value $213,971,000.

    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 1,254,494 shares
    Change vs previous 13F -12,974 shares

    10.08% of the 13F portfolio, value $223,400,000.

    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 1,267,468 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $227,257,000.

    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).