Wharton Business Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Malvern, PA
CIK
0001513126
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 133 1,516,467 13F-HR 8/7/2023 000151312623000003 Wharton Business Group, LLC
Q1 2023 137 1,668,268 13F-HR 5/4/2023 000151312623000002 Wharton Business Group, LLC
Q4 2022 141 1,724,673 13F-HR 2/13/2023 000151312623000001 Wharton Business Group, LLC
Q3 2022 131 1,478,740 13F-HR 10/31/2022 000151312622000006 Wharton Business Group, LLC
Q2 2022 131 1,513,654 13F-HR 8/9/2022 000151312622000004 Wharton Business Group, LLC
Q1 2022 132 1,648,542 RESTATEMENT 5/18/2022 000151312622000003 Wharton Business Group, LLC
Q1 2022 130 1,619,215 13F-HR 5/11/2022 000151312622000002 Wharton Business Group, LLC
Q4 2021 130 1,619,215 13F-HR 2/10/2022 000151312622000001 Wharton Business Group, LLC
Q3 2021 66 985,554 13F-HR 11/9/2021 000151312621000004 Wharton Business Group, LLC
Q2 2021 120 1,280,565 13F-HR 8/11/2021 000151312621000003 Wharton Business Group, LLC
Q1 2021 121 1,280,340 13F-HR 5/10/2021 000151312621000002 Wharton Business Group, LLC
Q4 2020 116 1,219,704 13F-HR 2/11/2021 000151312621000001 Wharton Business Group, LLC
Q3 2020 110 1,083,501 13F-HR 11/6/2020 000151312620000005 Wharton Business Group, LLC
Q2 2020 113 1,037,606 13F-HR 8/11/2020 000151312620000004 Wharton Business Group, LLC
Q1 2020 101 884,696 13F-HR 4/27/2020 000151312620000003 Wharton Business Group, LLC
Q4 2019 118 1,076,043 13F-HR 2/4/2020 000151312620000001 Wharton Business Group, LLC
Q3 2019 100 997,830 13F-HR 10/30/2019 000151312619000003 Wharton Business Group, LLC
Q2 2019 101 981,590 13F-HR 8/8/2019 000151312619000002 Wharton Business Group, LLC
Q1 2019 100 966,175 13F-HR 5/1/2019 000176164519000003 Wharton Business Group, LLC
Q4 2018 97 848,521 13F-HR 2/8/2019 000151312619000001 Wharton Business Group, LLC
Q3 2018 101 1,007,081 13F-HR 11/6/2018 000151312618000004 Wharton Business Group, LLC
Q2 2018 102 960,699 13F-HR 8/9/2018 000151312618000003 Wharton Business Group, LLC
Q1 2018 100 967,038 13F-HR 5/3/2018 000151312618000002 Wharton Business Group, LLC
Q4 2017 107 963,631 13F-HR 2/12/2018 000151312618000001 Wharton Business Group, LLC
Q3 2017 107 946,412 13F-HR 11/2/2017 000151312617000004 Wharton Business Group, LLC
Q2 2017 112 938,267 13F-HR 8/10/2017 000151312617000003 Wharton Business Group, LLC
Q1 2017 113 935,672 13F-HR 5/8/2017 000151312617000002 Wharton Business Group, LLC
Q4 2016 109 844,172 13F-HR 2/10/2017 000151312617000001 Wharton Business Group, LLC
Q3 2016 115 811,334 13F-HR 11/10/2016 000151312616000008 Wharton Business Group, LLC
Q2 2016 124 845,001 13F-HR 8/8/2016 000151312616000007 Wharton Business Group, LLC
Q1 2016 123 905,171 13F-HR 5/12/2016 000151312616000006 Wharton Business Group, LLC
Q4 2015 128 1,010,841 13F-HR 2/9/2016 000151312616000005 Wharton Business Group, LLC
Q3 2015 127 1,012,380 13F-HR 11/9/2015 000151312615000004 Wharton Business Group, LLC
Q2 2015 132 1,507,399 13F-HR 8/10/2015 000151312615000003 Wharton Business Group, LLC
Q1 2015 139 1,213,835 13F-HR 5/14/2015 000151312615000002 Wharton Business Group, LLC
Q4 2014 135 1,207,977 13F-HR 2/12/2015 000151312615000001 Wharton Business Group, LLC
Q3 2014 143 1,125,072 13F-HR 11/12/2014 000151312614000004 Wharton Business Group, LLC
Q2 2014 142 906,294 13F-HR 8/11/2014 000151312614000003 Wharton Business Group, LLC
Q1 2014 150 1,240,449 13F-HR 5/15/2014 000151312614000002 Wharton Business Group, LLC
Q4 2013 148 1,186,763 13F-HR 2/7/2014 000151312614000001 Wharton Business Group, LLC