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Disclosery

MATHER GROUP, LLC.: FBND position timeline

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

MATHER GROUP, LLC. held 4,110,125 FBND 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 4,110,125 shares
    Change vs previous 13F -233,990 shares

    1.63% of the 13F portfolio, value $186,969,581.

    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 4,344,115 shares
    Change vs previous 13F +182,512 shares

    1.98% of the 13F portfolio, value $198,178,539.

    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 4,161,603 shares
    Change vs previous 13F +161,814 shares

    1.97% of the 13F portfolio, value $191,600,220.

    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 3,999,789 shares
    Change vs previous 13F +160,591 shares

    1.87% of the 13F portfolio, value $184,950,256.

    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 3,839,198 shares
    Change vs previous 13F -15,833 shares

    1.88% of the 13F portfolio, value $175,643,370.

    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 3,855,031 shares
    Change vs previous 13F +203,096 shares

    2.03% of the 13F portfolio, value $175,982,181.

    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 3,651,935 shares
    Change vs previous 13F +106,953 shares

    2.13% of the 13F portfolio, value $163,862,327.

    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 3,544,982 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $165,692,472.

    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).