Skip to content
Disclosery

Wharton Business Group, LLC: VUSB position timeline

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

Wharton Business Group, LLC held 1,437,741 VUSB 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 1,437,741 shares
    Change vs previous 13F +13,537 shares

    2.39% of the 13F portfolio, value $71,571,000.

    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 1,424,204 shares
    Change vs previous 13F +5,670 shares

    2.68% of the 13F portfolio, value $70,903,997.

    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 1,418,534 shares
    Change vs previous 13F +50,610 shares

    2.69% of the 13F portfolio, value $70,700,000.

    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 1,367,924 shares
    Change vs previous 13F +57,905 shares

    2.99% of the 13F portfolio, value $68,389,361.

    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 1,310,019 shares
    Change vs previous 13F -75,220 shares

    2.76% of the 13F portfolio, value $65,324,000.

    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 1,385,239 shares
    Change vs previous 13F -64,240 shares

    3.12% of the 13F portfolio, value $69,051,000.

    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 1,449,479 shares
    Change vs previous 13F -31,205 shares

    3.25% of the 13F portfolio, value $71,923,000.

    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 1,480,684 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $73,945,000.

    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).