Number of Shares
330
Previous 603 45.27%
Holding current value
$0
Previous $605,000 100.0%
% of portfolio
0.0%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
N/A
-273 Reduced 45.27%
330 $0
Q2 2025

Aug 13, 2025

BUY
N/A
273 Added 82.73%
603 $605,000
Q4 2024

Feb 04, 2025

BUY
N/A
330 New
330 $338,000
Track This Portfolio

Track Wharton Business Group, LLC Portfolio

Follow Wharton Business Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.