Wharton Business Group, LLC
Holdings in STBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,031,442 | 26,212 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $983,241 | 26,157 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $987,291 | 26,105 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $965,152 | 26,050 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $993,681 | 25,999 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $1,089,205 | 25,952 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $864,967 | 25,905 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $829,171 | 25,847 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $861,768 | 25,786 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $696,470 | 25,719 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $697,613 | 25,657 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $804,868 | 25,592 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $873,162 | 25,546 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $747,434 | 25,501 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $550,876 | 20,083 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $594,055 | 20,083 | Shares | Sole | 2022-05-18 |
| 2021-12-31 | $633,016 | 20,083 | Shares | Sole | 2022-02-10 |
| 2021-06-30 | $628,597 | 20,083 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $672,780 | 20,083 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $449,181 | 18,083 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $319,888 | 18,083 | Shares | Sole | 2020-11-06 |
| 2020-06-30 | $424,046 | 18,083 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $494,027 | 18,083 | Shares | Sole | 2020-04-27 |