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Disclosery

Wharton Business Group, LLC: VLUE position timeline

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

Wharton Business Group, LLC held 1,066,732 VLUE 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 1,066,732 shares
    Change vs previous 13F -86,740 shares

    7.13% of the 13F portfolio, value $213,144,000.

    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 1,153,472 shares
    Change vs previous 13F -42,680 shares

    6.2% of the 13F portfolio, value $164,012,183.

    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 1,196,152 shares
    Change vs previous 13F -10,155 shares

    6.22% of the 13F portfolio, value $163,550,000.

    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 1,206,307 shares
    Change vs previous 13F -4,135 shares

    6.59% of the 13F portfolio, value $150,848,690.

    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 1,210,442 shares
    Change vs previous 13F -91,469 shares

    5.77% of the 13F portfolio, value $136,799,000.

    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 1,301,911 shares
    Change vs previous 13F +6,245 shares

    6.28% of the 13F portfolio, value $138,812,000.

    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 1,295,666 shares
    Change vs previous 13F +5,245 shares

    6.18% of the 13F portfolio, value $136,835,000.

    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 1,290,421 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $140,708,000.

    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).