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Disclosery

MATHER GROUP, LLC.: AGG position timeline

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

MATHER GROUP, LLC. held 667,038 AGG 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 667,038 shares
    Change vs previous 13F +46,421 shares

    0.58% of the 13F portfolio, value $66,023,403.

    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 620,617 shares
    Change vs previous 13F +33,862 shares

    0.61% of the 13F portfolio, value $61,608,668.

    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 586,755 shares
    Change vs previous 13F +46,157 shares

    0.6% of the 13F portfolio, value $58,605,114.

    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 540,598 shares
    Change vs previous 13F +85,230 shares

    0.55% of the 13F portfolio, value $54,194,946.

    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 455,368 shares
    Change vs previous 13F +40,313 shares

    0.48% of the 13F portfolio, value $45,172,464.

    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 415,055 shares
    Change vs previous 13F +48,247 shares

    0.47% of the 13F portfolio, value $41,057,219.

    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 366,808 shares
    Change vs previous 13F +143,505 shares

    0.46% of the 13F portfolio, value $35,543,715.

    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 223,303 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $22,613,920.

    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).