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Disclosery

Wharton Business Group, LLC: XLF position timeline

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

Wharton Business Group, LLC held 436,687 XLF 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 436,687 shares
    Change vs previous 13F +6,740 shares

    0.78% of the 13F portfolio, value $23,410,790.

    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 429,947 shares
    Change vs previous 13F -3,345 shares

    0.8% of the 13F portfolio, value $21,226,483.

    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 433,292 shares
    Change vs previous 13F +11,085 shares

    0.9% of the 13F portfolio, value $23,731,403.

    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 422,207 shares
    Change vs previous 13F +1,535 shares

    0.99% of the 13F portfolio, value $22,744,291.

    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 420,672 shares
    Change vs previous 13F -3,351 shares

    0.93% of the 13F portfolio, value $22,031,000.

    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 424,023 shares
    Change vs previous 13F +2,555 shares

    0.96% of the 13F portfolio, value $21,121,000.

    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 421,468 shares
    Change vs previous 13F -8,230 shares

    0.92% of the 13F portfolio, value $20,370,000.

    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 429,698 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $19,474,000.

    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).