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Disclosery

MATHER GROUP, LLC.: FNDX position timeline

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

MATHER GROUP, LLC. held 18,835 FNDX 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 18,835 shares
    Change vs previous 13F +1,360 shares

    0.01% of the 13F portfolio, value $585,757.

    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 17,475 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $486,680.

    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 17,475 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $475,496.

    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 17,475 shares
    Change vs previous 13F +795 shares

    <0.01% of the 13F portfolio, value $459,593.

    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 16,680 shares
    Change vs previous 13F +468 shares

    <0.01% of the 13F portfolio, value $409,327.

    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 16,212 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $382,766.

    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 16,527 shares
    Change vs previous 13F +11,018 shares

    0.01% of the 13F portfolio, value $391,360.

    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 5,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,328.

    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).