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MATHER GROUP, LLC.: DFUS position timeline

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

MATHER GROUP, LLC. held 19,781 DFUS 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 19,781 shares
    Change vs previous 13F +2,994 shares

    0.01% of the 13F portfolio, value $1,620,861.

    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 16,787 shares
    Change vs previous 13F +1,516 shares

    0.01% of the 13F portfolio, value $1,190,371.

    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 15,271 shares
    Change vs previous 13F +746 shares

    0.01% of the 13F portfolio, value $1,132,655.

    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 14,525 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $1,052,180.

    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 14,973 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $1,003,481.

    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 15,042 shares
    Change vs previous 13F +9,814 shares

    0.01% of the 13F portfolio, value $909,740.

    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 5,228 shares
    Change vs previous 13F -3,404 shares

    <0.01% of the 13F portfolio, value $333,285.

    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 8,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $536,911.

    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).