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Disclosery

MATHER GROUP, LLC.: DFNM position timeline

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

MATHER GROUP, LLC. held 28,854 DFNM 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 28,854 shares
    Change vs previous 13F -11,985 shares

    0.01% of the 13F portfolio, value $1,394,658.

    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 40,839 shares
    Change vs previous 13F +1,800 shares

    0.02% of the 13F portfolio, value $1,957,413.

    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 39,039 shares
    Change vs previous 13F +1,269 shares

    0.02% of the 13F portfolio, value $1,880,509.

    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 37,770 shares
    Change vs previous 13F +832 shares

    0.02% of the 13F portfolio, value $1,812,205.

    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 36,938 shares
    Change vs previous 13F -13,171 shares

    0.02% of the 13F portfolio, value $1,751,970.

    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 50,109 shares
    Change vs previous 13F +3,647 shares

    0.03% of the 13F portfolio, value $2,383,685.

    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 46,462 shares
    Change vs previous 13F -3,120 shares

    0.03% of the 13F portfolio, value $2,219,490.

    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 49,582 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,406,710.

    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).