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MATHER GROUP, LLC.: DFAT position timeline

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

MATHER GROUP, LLC. held 137,045 DFAT 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 137,045 shares
    Change vs previous 13F -4,715 shares

    0.08% of the 13F portfolio, value $9,579,440.

    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 141,760 shares
    Change vs previous 13F -8,489 shares

    0.09% of the 13F portfolio, value $8,852,907.

    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 150,249 shares
    Change vs previous 13F -29,287 shares

    0.09% of the 13F portfolio, value $8,945,836.

    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 179,536 shares
    Change vs previous 13F -16,376 shares

    0.11% of the 13F portfolio, value $10,450,804.

    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 195,912 shares
    Change vs previous 13F -74,707 shares

    0.11% of the 13F portfolio, value $10,571,434.

    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 270,619 shares
    Change vs previous 13F +51,167 shares

    0.16% of the 13F portfolio, value $13,934,181.

    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 219,452 shares
    Change vs previous 13F -37,947 shares

    0.16% of the 13F portfolio, value $12,214,708.

    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 257,399 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,319,117.

    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).