Wharton Business Group, LLC
Position in IA — Innovative Solutions & Support Inc
CIK 1513126
MALVERN, PA
Position in IA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$349,110
-$49,069 QoQ
Shares Held
19,395
0.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#62
of 119 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wharton Business Group, LLC holds $5,357,301 across 3 Aerospace & Defense names. IA ranks #2 (6.5% of the industry book) .
All Filings in IA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,110 | 19,395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $398,179 | 19,395 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $367,341 | 19,395 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $242,243 | 19,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,202 | 19,395 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $121,994 | 19,395 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $165,633 | 19,395 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $126,455 | 19,395 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $116,370 | 19,395 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $141,971 | 19,395 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $165,439 | 19,395 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $147,402 | 19,395 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $139,062 | 19,395 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $142,359 | 19,395 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $159,426 | 19,395 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $167,378 | 19,395 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $139,644 | 19,395 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $156,323 | 19,395 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $127,231 | 19,395 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $136,152 | 19,395 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $121,606 | 19,395 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $122,576 | 19,395 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $126,455 | 19,395 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $132,661 | 19,395 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $96,975 | 19,395 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $61,870 | 19,395 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||