Wharton Business Group, LLC: XPH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wharton Business Group, LLC on XPH, newest first. How the timeline and the estimate are built.
Wharton Business Group, LLC held 46,395 XPH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 46,395 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $3,074,597.
13F-HR 0001513126-26-000003 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,395 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $2,509,506.
13F-HR 0001513126-26-000002 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,395 sharesChange vs previous 13F -4,615 shares
0.1% of the 13F portfolio, value $2,598,584.
13F-HR 0001513126-26-000001 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,010 sharesChange vs previous 13F -2,105 shares
0.11% of the 13F portfolio, value $2,445,419.
13F-HR 0001513126-25-000006 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,115 sharesChange vs previous 13F +4,910 shares
0.09% of the 13F portfolio, value $2,155,000.
13F-HR 0001513126-25-000005 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,205 sharesChange vs previous 13F +4,360 shares
0.1% of the 13F portfolio, value $2,111,000.
13F-HR 0001513126-25-000003 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,845 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $1,885,000.
13F-HR 0001513126-25-000001 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,845 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,945,000.
13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).