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Disclosery

Wharton Business Group, LLC: XT position timeline

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

Wharton Business Group, LLC held 202,875 XT 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 202,875 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $16,763,561.

    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 202,875 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $13,825,789.

    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 202,875 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $14,148,503.

    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 202,875 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $14,594,949.

    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 202,875 shares
    Change vs previous 13F +132,905 shares

    0.56% of the 13F portfolio, value $13,238,000.

    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 69,970 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $4,027,000.

    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 69,970 shares
    Change vs previous 13F +5,230 shares

    0.19% of the 13F portfolio, value $4,174,000.

    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 64,740 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,941,000.

    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).