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Disclosery

MATHER GROUP, LLC.: EXC position timeline

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

MATHER GROUP, LLC. held 10,342 EXC 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 10,342 shares
    Change vs previous 13F +975 shares

    <0.01% of the 13F portfolio, value $482,146.

    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 9,367 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $459,172.

    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 9,556 shares
    Change vs previous 13F -1,708 shares

    <0.01% of the 13F portfolio, value $416,541.

    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 11,264 shares
    Change vs previous 13F +3,230 shares

    0.01% of the 13F portfolio, value $507,014.

    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 8,034 shares
    Change vs previous 13F +2,656 shares

    <0.01% of the 13F portfolio, value $348,857.

    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 5,378 shares
    Change vs previous 13F +1,111 shares

    <0.01% of the 13F portfolio, value $247,830.

    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 4,267 shares
    Change vs previous 13F -768 shares

    <0.01% of the 13F portfolio, value $160,622.

    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 5,035 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,189.

    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).