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MATHER GROUP, LLC.: FALN position timeline

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

MATHER GROUP, LLC. held 58,545 FALN 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 58,545 shares
    Change vs previous 13F -11,297 shares

    0.01% of the 13F portfolio, value $1,594,770.

    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 69,842 shares
    Change vs previous 13F -2,505 shares

    0.02% of the 13F portfolio, value $1,866,191.

    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 72,347 shares
    Change vs previous 13F -19,586 shares

    0.02% of the 13F portfolio, value $1,975,086.

    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 91,933 shares
    Change vs previous 13F -11,302 shares

    0.03% of the 13F portfolio, value $2,553,890.

    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 103,235 shares
    Change vs previous 13F -10,030,534 shares

    0.03% of the 13F portfolio, value $2,801,786.

    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 10,133,769 shares
    Change vs previous 13F +567,034 shares

    3.14% of the 13F portfolio, value $271,483,681.

    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 9,566,735 shares
    Change vs previous 13F +575,494 shares

    3.31% of the 13F portfolio, value $255,527,502.

    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 8,991,241 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $245,820,523.

    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).