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Disclosery

MATHER GROUP, LLC.: DFLV position timeline

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

MATHER GROUP, LLC. held 1,279,784 DFLV 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 1,279,784 shares
    Change vs previous 13F +34,873 shares

    0.44% of the 13F portfolio, value $50,602,645.

    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 1,244,911 shares
    Change vs previous 13F +64,884 shares

    0.44% of the 13F portfolio, value $44,455,758.

    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 1,180,027 shares
    Change vs previous 13F +51,665 shares

    0.42% of the 13F portfolio, value $40,368,711.

    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 1,128,362 shares
    Change vs previous 13F +22,178 shares

    0.37% of the 13F portfolio, value $37,123,098.

    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 1,106,184 shares
    Change vs previous 13F +57,851 shares

    0.37% of the 13F portfolio, value $34,313,853.

    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 1,048,333 shares
    Change vs previous 13F +232,465 shares

    0.37% of the 13F portfolio, value $32,047,549.

    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 815,868 shares
    Change vs previous 13F +8,023 shares

    0.32% of the 13F portfolio, value $24,500,519.

    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 807,845 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $24,889,711.

    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).