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Disclosery

MATHER GROUP, LLC.: ITM position timeline

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

MATHER GROUP, LLC. held 450,660 ITM 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 450,660 shares
    Change vs previous 13F +9,833 shares

    0.18% of the 13F portfolio, value $21,176,496.

    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 440,827 shares
    Change vs previous 13F -15,768 shares

    0.2% of the 13F portfolio, value $20,467,580.

    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 456,595 shares
    Change vs previous 13F -4,094 shares

    0.22% of the 13F portfolio, value $21,533,002.

    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 460,689 shares
    Change vs previous 13F +13,568 shares

    0.22% of the 13F portfolio, value $21,468,090.

    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 447,121 shares
    Change vs previous 13F +148,426 shares

    0.22% of the 13F portfolio, value $20,330,577.

    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 298,695 shares
    Change vs previous 13F -309 shares

    0.16% of the 13F portfolio, value $13,593,609.

    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 299,004 shares
    Change vs previous 13F -13,073 shares

    0.18% of the 13F portfolio, value $13,784,084.

    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 312,077 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $14,652,016.

    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).