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Disclosery

Wharton Business Group, LLC: XLI position timeline

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

Wharton Business Group, LLC held 13,632 XLI 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 13,632 shares
    Change vs previous 13F -340 shares

    0.08% of the 13F portfolio, value $2,525,023.

    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 13,972 shares
    Change vs previous 13F -79,669 shares

    0.09% of the 13F portfolio, value $2,259,629.

    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 93,641 shares
    Change vs previous 13F -150 shares

    0.55% of the 13F portfolio, value $14,525,650.

    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 93,791 shares
    Change vs previous 13F -325 shares

    0.63% of the 13F portfolio, value $14,465,399.

    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 94,116 shares
    Change vs previous 13F -28,324 shares

    0.59% of the 13F portfolio, value $13,884,000.

    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 122,440 shares
    Change vs previous 13F -388 shares

    0.73% of the 13F portfolio, value $16,048,000.

    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 122,828 shares
    Change vs previous 13F -35 shares

    0.73% of the 13F portfolio, value $16,184,000.

    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 122,863 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $16,641,000.

    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).