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Disclosery

MATHER GROUP, LLC.: ISTB position timeline

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

MATHER GROUP, LLC. held 73,201 ISTB 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 73,201 shares
    Change vs previous 13F -1,676 shares

    0.03% of the 13F portfolio, value $3,531,951.

    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 74,877 shares
    Change vs previous 13F -1,659 shares

    0.04% of the 13F portfolio, value $3,628,542.

    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 76,536 shares
    Change vs previous 13F -3,140 shares

    0.04% of the 13F portfolio, value $3,731,133.

    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 79,676 shares
    Change vs previous 13F -3,570 shares

    0.04% of the 13F portfolio, value $3,891,378.

    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 83,246 shares
    Change vs previous 13F -11,682 shares

    0.04% of the 13F portfolio, value $4,049,928.

    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 94,928 shares
    Change vs previous 13F +1,664 shares

    0.05% of the 13F portfolio, value $4,589,745.

    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 93,264 shares
    Change vs previous 13F -1,578 shares

    0.06% of the 13F portfolio, value $4,455,216.

    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 94,842 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,616,905.

    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).