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Disclosery

MATHER GROUP, LLC.: DFIS position timeline

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

MATHER GROUP, LLC. held 1,363,387 DFIS 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 1,363,387 shares
    Change vs previous 13F -121,743 shares

    0.42% of the 13F portfolio, value $47,759,450.

    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 1,485,130 shares
    Change vs previous 13F -77,958 shares

    0.5% of the 13F portfolio, value $50,004,323.

    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 1,563,088 shares
    Change vs previous 13F -64,687 shares

    0.53% of the 13F portfolio, value $51,488,103.

    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 1,627,775 shares
    Change vs previous 13F -215,839 shares

    0.52% of the 13F portfolio, value $51,486,521.

    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 1,843,614 shares
    Change vs previous 13F -9,572,222 shares

    0.59% of the 13F portfolio, value $55,013,456.

    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 11,415,836 shares
    Change vs previous 13F +737,578 shares

    3.41% of the 13F portfolio, value $294,985,200.

    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 10,678,258 shares
    Change vs previous 13F +520,473 shares

    3.4% of the 13F portfolio, value $262,204,633.

    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 10,157,785 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $272,533,379.

    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).