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Disclosery

MATHER GROUP, LLC.: DFAX position timeline

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

MATHER GROUP, LLC. held 140,726 DFAX 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 140,726 shares
    Change vs previous 13F -38,856 shares

    0.05% of the 13F portfolio, value $5,184,346.

    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 179,582 shares
    Change vs previous 13F -1,459 shares

    0.06% of the 13F portfolio, value $6,100,401.

    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 181,041 shares
    Change vs previous 13F -2,390 shares

    0.06% of the 13F portfolio, value $5,925,472.

    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 183,431 shares
    Change vs previous 13F -24,104 shares

    0.06% of the 13F portfolio, value $5,756,065.

    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 207,535 shares
    Change vs previous 13F -13,345 shares

    0.07% of the 13F portfolio, value $6,095,288.

    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 220,880 shares
    Change vs previous 13F +2,982 shares

    0.07% of the 13F portfolio, value $5,787,056.

    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 217,898 shares
    Change vs previous 13F -5,049 shares

    0.07% of the 13F portfolio, value $5,416,944.

    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 222,947 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,021,798.

    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).