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Wharton Business Group, LLC

SEC CIK
0001513126
Latest filing
Aug 10, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
62,600
Value
$7.89M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of J by Wharton Business Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,600$7.89M0.3%+200+0.3%AddedHolders
Q1 202662,400$7.94M0.3%+240+0.4%AddedHolders
Q4 202562,160$8.23M0.3%+305+0.5%AddedHolders
Q3 202561,855$9.27M0.4%−1,145−1.8%ReducedHolders
Q2 202563,000$8.28M0.3%−2,170−3.3%ReducedHolders
Q1 202565,170$7.88M0.4%+870+1.4%AddedHolders
Q4 202464,300$8.59M0.4%−995−1.5%ReducedHolders
Q3 202465,295$8.55M0.4%−21,710−25.0%ReducedHolders
Q2 202487,005$12.2M0.6%+150.0%AddedHolders
Q1 202486,990$13.4M0.6%00.0%UnchangedHolders
Q4 202386,990$11.3M0.6%+4,535+5.5%AddedHolders
Q3 202382,455$11.3M0.6%+20,780+33.7%AddedHolders
Q2 202361,675$7.33M0.5%−2,530−3.9%ReducedHolders
Q1 202364,205$7.54M0.5%+496+0.8%AddedHolders
Q4 202263,709$7.65M0.4%−9,461−12.9%ReducedHolders
Q3 202273,170$7.94M0.5%−770−1.0%ReducedHolders
Q2 202273,940$9.40M0.6%+32,368+77.9%AddedHolders
Q1 202241,572$5.73M0.3%+29,130+234.1%AddedHolders
Q4 202112,442$1.73M0.1%+12,442NewHolders
Q3 20210$00.0%−4,442−100.0%Sold outHolders
Q2 20214,442$593.0K<0.1%+1,912+75.6%AddedHolders
Q1 20212,530$327.0K<0.1%––Holders

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