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Disclosery

MATHER GROUP, LLC.: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on AEE, newest first. How the timeline and the estimate are built.

MATHER GROUP, LLC. held 4,545 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,545 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $513,815.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,458 shares
    Change vs previous 13F -582 shares

    <0.01% of the 13F portfolio, value $490,071.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,040 shares
    Change vs previous 13F -664 shares

    0.01% of the 13F portfolio, value $503,294.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,704 shares
    Change vs previous 13F +1,458 shares

    0.01% of the 13F portfolio, value $595,384.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,246 shares
    Change vs previous 13F +2,265 shares

    <0.01% of the 13F portfolio, value $407,786.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,981 shares
    Change vs previous 13F +1,441 shares

    <0.01% of the 13F portfolio, value $198,892.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 540 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $48,136.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 290 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,363.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).