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Livermore
Livermore
ZHEN

Wharton Business Group, LLC

SEC CIK
0001513126
Latest filing
Aug 10, 2026

C holding history

Citigroup Inc in every 13F filed by Wharton Business Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
50,778
Value
$7.11M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of C by Wharton Business Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,778$7.11M0.2%−120−0.2%ReducedHolders
Q1 202650,898$5.77M0.2%−30−0.1%ReducedHolders
Q4 202550,928$5.94M0.2%−510−1.0%ReducedHolders
Q3 202551,438$5.22M0.2%−385−0.7%ReducedHolders
Q2 202551,823$4.41M0.2%−65−0.1%ReducedHolders
Q1 202551,888$3.68M0.2%+60+0.1%AddedHolders
Q4 202451,828$3.65M0.2%−175−0.3%ReducedHolders
Q3 202452,003$3.25M0.1%00.0%UnchangedHolders
Q2 202452,003$3.30M0.2%−6,450−11.0%ReducedHolders
Q1 202458,453$3.70M0.2%+15,585+36.4%AddedHolders
Q4 202342,868$2.21M0.1%+1,745+4.2%AddedHolders
Q3 202341,123$1.69M0.1%−310−0.7%ReducedHolders
Q2 202341,433$1.91M0.1%+75+0.2%AddedHolders
Q1 202341,358$1.94M0.1%+625+1.5%AddedHolders
Q4 202240,733$1.84M0.1%+1,360+3.5%AddedHolders
Q3 202239,373$1.64M0.1%+3,330+9.2%AddedHolders
Q2 202236,043$1.66M0.1%+19,500+117.9%AddedHolders
Q1 202216,543$883.0K0.1%+3,230+24.3%AddedHolders
Q4 202113,313$804.0K<0.1%+13,313NewHolders
Q3 20210$00.0%−8,643−100.0%Sold outHolders
Q2 20218,643$611.0K<0.1%+3,130+56.8%AddedHolders
Q1 20215,513$401.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.