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Disclosery

MATHER GROUP, LLC.: EZM position timeline

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

MATHER GROUP, LLC. held 20,169 EZM 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 20,169 shares
    Change vs previous 13F -4,586 shares

    0.01% of the 13F portfolio, value $1,528,455.

    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 24,755 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $1,664,054.

    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 24,903 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $1,663,502.

    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 24,935 shares
    Change vs previous 13F -368 shares

    0.02% of the 13F portfolio, value $1,643,496.

    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 25,303 shares
    Change vs previous 13F -481 shares

    0.02% of the 13F portfolio, value $1,562,955.

    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 25,784 shares
    Change vs previous 13F -2,440 shares

    0.02% of the 13F portfolio, value $1,536,705.

    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 28,224 shares
    Change vs previous 13F +3,188 shares

    0.02% of the 13F portfolio, value $1,764,308.

    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 25,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,560,730.

    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).