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Disclosery

MATHER GROUP, LLC.: AXP position timeline

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

MATHER GROUP, LLC. held 8,167 AXP 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 8,167 shares
    Change vs previous 13F +149 shares

    0.02% of the 13F portfolio, value $2,762,441.

    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 8,018 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $2,425,407.

    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 8,240 shares
    Change vs previous 13F +1,344 shares

    0.03% of the 13F portfolio, value $3,048,525.

    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 6,896 shares
    Change vs previous 13F +508 shares

    0.02% of the 13F portfolio, value $2,290,553.

    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 6,388 shares
    Change vs previous 13F +316 shares

    0.02% of the 13F portfolio, value $2,037,584.

    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 6,072 shares
    Change vs previous 13F +473 shares

    0.02% of the 13F portfolio, value $1,633,585.

    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 5,599 shares
    Change vs previous 13F -331 shares

    0.02% of the 13F portfolio, value $1,661,865.

    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 5,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,608,253.

    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).