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Disclosery

MATHER GROUP, LLC.: CMS position timeline

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

MATHER GROUP, LLC. held 18,142 CMS 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 18,142 shares
    Change vs previous 13F -3,541 shares

    0.01% of the 13F portfolio, value $1,387,832.

    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 21,683 shares
    Change vs previous 13F -3,826 shares

    0.02% of the 13F portfolio, value $1,682,136.

    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 25,509 shares
    Change vs previous 13F +11,649 shares

    0.02% of the 13F portfolio, value $1,783,816.

    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 13,860 shares
    Change vs previous 13F +1,938 shares

    0.01% of the 13F portfolio, value $1,015,354.

    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 11,922 shares
    Change vs previous 13F +4,160 shares

    0.01% of the 13F portfolio, value $825,928.

    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 7,762 shares
    Change vs previous 13F +3,766 shares

    0.01% of the 13F portfolio, value $582,979.

    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 3,996 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $266,333.

    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 3,776 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,699.

    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).