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Disclosery

Wharton Business Group, LLC: XLK position timeline

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

Wharton Business Group, LLC held 450,797 XLK 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 450,797 shares
    Change vs previous 13F -35,513 shares

    2.87% of the 13F portfolio, value $85,886,000.

    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 486,310 shares
    Change vs previous 13F -17,639 shares

    2.44% of the 13F portfolio, value $64,630,550.

    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 503,949 shares
    Change vs previous 13F +245,957 shares

    2.76% of the 13F portfolio, value $72,554,000.

    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 257,992 shares
    Change vs previous 13F -8,215 shares

    3.18% of the 13F portfolio, value $72,717,657.

    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 266,207 shares
    Change vs previous 13F -17,611 shares

    2.83% of the 13F portfolio, value $67,029,000.

    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 283,818 shares
    Change vs previous 13F +2,297 shares

    2.66% of the 13F portfolio, value $58,780,000.

    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 281,521 shares
    Change vs previous 13F -5,100 shares

    2.95% of the 13F portfolio, value $65,459,000.

    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 286,621 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $64,707,000.

    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).