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Disclosery

Wharton Business Group, LLC: USMV position timeline

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

Wharton Business Group, LLC held 66,592 USMV 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 66,592 shares
    Change vs previous 13F -524 shares

    0.21% of the 13F portfolio, value $6,423,000.

    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 67,116 shares
    Change vs previous 13F +481 shares

    0.24% of the 13F portfolio, value $6,224,365.

    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 66,635 shares
    Change vs previous 13F -1,259 shares

    0.24% of the 13F portfolio, value $6,274,000.

    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 67,894 shares
    Change vs previous 13F -579 shares

    0.28% of the 13F portfolio, value $6,459,459.

    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 68,473 shares
    Change vs previous 13F -2,994 shares

    0.27% of the 13F portfolio, value $6,422,000.

    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 71,467 shares
    Change vs previous 13F -3,275 shares

    0.3% of the 13F portfolio, value $6,548,000.

    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 74,742 shares
    Change vs previous 13F -1,213 shares

    0.3% of the 13F portfolio, value $6,636,000.

    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 75,955 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,935,000.

    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).