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Disclosery

MATHER GROUP, LLC.: ESGV position timeline

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

MATHER GROUP, LLC. held 321,873 ESGV 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 321,873 shares
    Change vs previous 13F +31,476 shares

    0.37% of the 13F portfolio, value $42,564,436.

    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 290,397 shares
    Change vs previous 13F +5,841 shares

    0.33% of the 13F portfolio, value $32,602,826.

    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 284,556 shares
    Change vs previous 13F +16,755 shares

    0.35% of the 13F portfolio, value $34,419,845.

    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 267,801 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $31,718,302.

    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 267,797 shares
    Change vs previous 13F +20,908 shares

    0.31% of the 13F portfolio, value $29,361,220.

    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 246,889 shares
    Change vs previous 13F -22,824 shares

    0.28% of the 13F portfolio, value $24,182,778.

    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 269,713 shares
    Change vs previous 13F +3,825 shares

    0.37% of the 13F portfolio, value $28,290,197.

    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 265,888 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $27,027,515.

    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).