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Disclosery

MATHER GROUP, LLC.: CRM position timeline

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

MATHER GROUP, LLC. held 4,428 CRM 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 4,428 shares
    Change vs previous 13F -155 shares

    0.01% of the 13F portfolio, value $693,712.

    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 4,583 shares
    Change vs previous 13F -7,508 shares

    0.01% of the 13F portfolio, value $855,534.

    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 12,091 shares
    Change vs previous 13F +1,453 shares

    0.03% of the 13F portfolio, value $3,202,941.

    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 10,638 shares
    Change vs previous 13F +726 shares

    0.03% of the 13F portfolio, value $2,521,282.

    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 9,912 shares
    Change vs previous 13F -323 shares

    0.03% of the 13F portfolio, value $2,702,894.

    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 10,235 shares
    Change vs previous 13F +6,809 shares

    0.03% of the 13F portfolio, value $2,746,667.

    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 3,426 shares
    Change vs previous 13F +357 shares

    0.01% of the 13F portfolio, value $1,145,368.

    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 3,069 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $840,040.

    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).