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Disclosery

MATHER GROUP, LLC.: BOXX position timeline

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

MATHER GROUP, LLC. held 50,392 BOXX 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 50,392 shares
    Change vs previous 13F -20,744 shares

    0.05% of the 13F portfolio, value $5,900,399.

    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 71,136 shares
    Change vs previous 13F +68,742 shares

    0.08% of the 13F portfolio, value $8,272,405.

    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 2,394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,549.

    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).