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Disclosery

MATHER GROUP, LLC.: IQDF position timeline

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

MATHER GROUP, LLC. held 55,496 IQDF 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 55,496 shares
    Change vs previous 13F -1,161 shares

    0.02% of the 13F portfolio, value $1,917,942.

    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 56,657 shares
    Change vs previous 13F -5,994 shares

    0.02% of the 13F portfolio, value $1,794,327.

    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 62,651 shares
    Change vs previous 13F +1,901 shares

    0.02% of the 13F portfolio, value $1,904,590.

    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 60,750 shares
    Change vs previous 13F -188 shares

    0.02% of the 13F portfolio, value $1,733,501.

    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 60,938 shares
    Change vs previous 13F -7,467 shares

    0.02% of the 13F portfolio, value $1,651,420.

    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 68,405 shares
    Change vs previous 13F -6,082 shares

    0.02% of the 13F portfolio, value $1,705,337.

    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 74,487 shares
    Change vs previous 13F -1,880 shares

    0.02% of the 13F portfolio, value $1,733,312.

    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 76,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,007,688.

    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).