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Disclosery

MATHER GROUP, LLC.: CB position timeline

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

MATHER GROUP, LLC. held 6,938 CB 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 6,938 shares
    Change vs previous 13F +276 shares

    0.02% of the 13F portfolio, value $2,364,200.

    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 6,662 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $2,171,468.

    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 6,668 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $2,081,315.

    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 6,692 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $1,888,889.

    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 6,746 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $1,954,506.

    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 6,713 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $2,027,298.

    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 6,583 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $1,818,916.

    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 6,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,895,028.

    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).