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Disclosery

Wharton Business Group, LLC: VBR position timeline

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

Wharton Business Group, LLC held 40,400 VBR 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 40,400 shares
    Change vs previous 13F -13,019 shares

    0.33% of the 13F portfolio, value $9,816,884.

    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 53,419 shares
    Change vs previous 13F -669 shares

    0.44% of the 13F portfolio, value $11,605,186.

    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 54,088 shares
    Change vs previous 13F -633 shares

    0.44% of the 13F portfolio, value $11,455,207.

    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 54,721 shares
    Change vs previous 13F -1,584 shares

    0.5% of the 13F portfolio, value $11,420,810.

    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 56,305 shares
    Change vs previous 13F -5,945 shares

    0.46% of the 13F portfolio, value $10,980,000.

    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 62,250 shares
    Change vs previous 13F +381 shares

    0.52% of the 13F portfolio, value $11,597,000.

    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 61,869 shares
    Change vs previous 13F -724 shares

    0.55% of the 13F portfolio, value $12,261,000.

    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 62,593 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $12,567,000.

    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).