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Disclosery

MATHER GROUP, LLC.: FNDA position timeline

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

MATHER GROUP, LLC. held 93,623 FNDA 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 93,623 shares
    Change vs previous 13F +134 shares

    0.03% of the 13F portfolio, value $3,563,304.

    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 93,489 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $3,031,836.

    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 93,489 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $2,945,827.

    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 93,551 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,915,038.

    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 93,550 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $2,680,225.

    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 93,551 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $2,562,352.

    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 93,801 shares
    Change vs previous 13F +46,901 shares

    0.04% of the 13F portfolio, value $2,785,879.

    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 46,900 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,793,871.

    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).