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Disclosery

MATHER GROUP, LLC.: BRK-B position timeline

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

MATHER GROUP, LLC. held 46,166 BRK-B 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 46,166 shares
    Change vs previous 13F +12,801 shares

    0.2% of the 13F portfolio, value $23,100,936.

    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 33,365 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $15,988,442.

    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 33,352 shares
    Change vs previous 13F -336 shares

    0.17% of the 13F portfolio, value $16,764,197.

    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 33,688 shares
    Change vs previous 13F +1,917 shares

    0.17% of the 13F portfolio, value $16,936,180.

    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 31,771 shares
    Change vs previous 13F -49 shares

    0.16% of the 13F portfolio, value $15,433,424.

    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 31,820 shares
    Change vs previous 13F +1,304 shares

    0.2% of the 13F portfolio, value $16,946,836.

    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 30,516 shares
    Change vs previous 13F -265 shares

    0.18% of the 13F portfolio, value $13,832,311.

    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 30,781 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,167,305.

    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).