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Disclosery

MATHER GROUP, LLC.: EFV position timeline

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

MATHER GROUP, LLC. held 6,775 EFV 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 6,775 shares
    Change vs previous 13F -7,515 shares

    <0.01% of the 13F portfolio, value $518,594.

    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 14,290 shares
    Change vs previous 13F -8,089 shares

    0.01% of the 13F portfolio, value $1,062,451.

    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 22,379 shares
    Change vs previous 13F -5,644 shares

    0.02% of the 13F portfolio, value $1,598,087.

    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 28,023 shares
    Change vs previous 13F -2,680 shares

    0.02% of the 13F portfolio, value $1,900,832.

    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 30,703 shares
    Change vs previous 13F +9,724 shares

    0.02% of the 13F portfolio, value $1,949,019.

    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 20,979 shares
    Change vs previous 13F -931 shares

    0.01% of the 13F portfolio, value $1,236,502.

    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 21,910 shares
    Change vs previous 13F +1,216 shares

    0.01% of the 13F portfolio, value $1,149,618.

    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 20,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,190,526.

    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).