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Disclosery

MATHER GROUP, LLC.: EPD position timeline

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

MATHER GROUP, LLC. held 29,285 EPD 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 29,285 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $1,076,517.

    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 29,111 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $1,101,560.

    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 27,911 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $894,827.

    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 27,029 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $845,197.

    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 27,095 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $840,217.

    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 26,829 shares
    Change vs previous 13F +557 shares

    0.01% of the 13F portfolio, value $915,942.

    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 26,272 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $823,890.

    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 26,272 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $764,790.

    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).