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Disclosery

MATHER GROUP, LLC.: DISV position timeline

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

MATHER GROUP, LLC. held 5,210,680 DISV 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 5,210,680 shares
    Change vs previous 13F -533,356 shares

    1.82% of the 13F portfolio, value $209,104,572.

    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 5,744,036 shares
    Change vs previous 13F -128,128 shares

    2.26% of the 13F portfolio, value $226,544,769.

    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 5,872,164 shares
    Change vs previous 13F +8,193 shares

    2.3% of the 13F portfolio, value $223,142,241.

    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 5,863,971 shares
    Change vs previous 13F +19,409 shares

    2.11% of the 13F portfolio, value $209,285,126.

    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 5,844,562 shares
    Change vs previous 13F +5,843,278 shares

    2.05% of the 13F portfolio, value $192,344,562.

    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 1,284 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $37,390.

    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 1,284 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $34,116.

    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 1,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,313.

    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).