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Disclosery

MATHER GROUP, LLC.: DFIV position timeline

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

MATHER GROUP, LLC. held 139,196 DFIV 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 139,196 shares
    Change vs previous 13F +3,099 shares

    0.07% of the 13F portfolio, value $7,519,361.

    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 136,097 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $7,183,192.

    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 136,101 shares
    Change vs previous 13F -24,489 shares

    0.07% of the 13F portfolio, value $6,791,419.

    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 160,590 shares
    Change vs previous 13F -2,769 shares

    0.07% of the 13F portfolio, value $7,406,411.

    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 163,359 shares
    Change vs previous 13F -576 shares

    0.07% of the 13F portfolio, value $6,996,666.

    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 163,935 shares
    Change vs previous 13F +104,905 shares

    0.07% of the 13F portfolio, value $6,452,482.

    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 59,030 shares
    Change vs previous 13F +920 shares

    0.03% of the 13F portfolio, value $2,094,367.

    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 58,110 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,212,810.

    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).