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Disclosery

Wharton Business Group, LLC: VIG position timeline

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

Wharton Business Group, LLC held 104,183 VIG 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 104,183 shares
    Change vs previous 13F -9,790 shares

    0.82% of the 13F portfolio, value $24,651,781.

    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 113,973 shares
    Change vs previous 13F -15 shares

    0.93% of the 13F portfolio, value $24,511,033.

    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 113,988 shares
    Change vs previous 13F +280 shares

    0.95% of the 13F portfolio, value $25,052,283.

    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 113,708 shares
    Change vs previous 13F -475 shares

    1.07% of the 13F portfolio, value $24,537,049.

    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 114,183 shares
    Change vs previous 13F -1,215 shares

    0.99% of the 13F portfolio, value $23,370,000.

    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 115,398 shares
    Change vs previous 13F +595 shares

    1.01% of the 13F portfolio, value $22,386,000.

    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 114,803 shares
    Change vs previous 13F +245 shares

    1.01% of the 13F portfolio, value $22,482,000.

    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 114,558 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $22,689,000.

    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).