Position in TXT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,799,313
+$218,174 QoQ
Shares Held
52,320
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#169
of 789 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TXT 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. TXT ranks #1 (89.6% of the industry book) .
All Filings in TXT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,799,313 | 52,320 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,581,139 | 52,320 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,560,734 | 52,320 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,420,516 | 52,320 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,200,772 | 52,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,780,120 | 52,320 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,001,956 | 52,320 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,634,505 | 52,320 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,492,195 | 52,320 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,019,057 | 52,320 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,207,574 | 52,320 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,632,337 | 46,485 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||