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Disclosery

MATHER GROUP, LLC.: IOO position timeline

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

MATHER GROUP, LLC. held 246,365 IOO 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 246,365 shares
    Change vs previous 13F -6,479 shares

    0.29% of the 13F portfolio, value $33,653,518.

    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 252,844 shares
    Change vs previous 13F +1,310 shares

    0.31% of the 13F portfolio, value $30,586,522.

    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 251,534 shares
    Change vs previous 13F -13,967 shares

    0.33% of the 13F portfolio, value $31,861,793.

    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 265,501 shares
    Change vs previous 13F -12,076 shares

    0.32% of the 13F portfolio, value $31,862,756.

    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 277,577 shares
    Change vs previous 13F +2,679 shares

    0.32% of the 13F portfolio, value $29,925,599.

    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 274,898 shares
    Change vs previous 13F +1,142 shares

    0.31% of the 13F portfolio, value $26,469,975.

    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 273,756 shares
    Change vs previous 13F +6,842 shares

    0.36% of the 13F portfolio, value $27,586,351.

    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 266,914 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $26,467,144.

    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).