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Disclosery

MATHER GROUP, LLC.: IVE position timeline

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

MATHER GROUP, LLC. held 40,085 IVE 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 40,085 shares
    Change vs previous 13F +12,099 shares

    0.08% of the 13F portfolio, value $9,101,616.

    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 27,986 shares
    Change vs previous 13F +7,760 shares

    0.06% of the 13F portfolio, value $5,909,193.

    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 20,226 shares
    Change vs previous 13F +3,769 shares

    0.04% of the 13F portfolio, value $4,289,332.

    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 16,457 shares
    Change vs previous 13F +658 shares

    0.03% of the 13F portfolio, value $3,398,584.

    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 15,799 shares
    Change vs previous 13F +1,261 shares

    0.03% of the 13F portfolio, value $3,087,536.

    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 14,538 shares
    Change vs previous 13F +4,991 shares

    0.03% of the 13F portfolio, value $2,770,647.

    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 9,547 shares
    Change vs previous 13F +1,221 shares

    0.02% of the 13F portfolio, value $1,822,426.

    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 8,326 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,641,705.

    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).