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Disclosery

MATHER GROUP, LLC.: EFG position timeline

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

MATHER GROUP, LLC. held 14,055 EFG 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 14,055 shares
    Change vs previous 13F +164 shares

    0.02% of the 13F portfolio, value $1,748,723.

    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 13,891 shares
    Change vs previous 13F +177 shares

    0.02% of the 13F portfolio, value $1,547,041.

    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 13,714 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $1,562,299.

    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 13,704 shares
    Change vs previous 13F -6,984 shares

    0.02% of the 13F portfolio, value $1,560,612.

    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 20,688 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $2,317,030.

    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 20,655 shares
    Change vs previous 13F -4,570 shares

    0.02% of the 13F portfolio, value $2,065,500.

    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 25,225 shares
    Change vs previous 13F +2,956 shares

    0.03% of the 13F portfolio, value $2,442,537.

    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 22,269 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,397,257.

    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).