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Disclosery

MATHER GROUP, LLC.: IVV position timeline

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

MATHER GROUP, LLC. held 76,713 IVV 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 76,713 shares
    Change vs previous 13F -377 shares

    0.5% of the 13F portfolio, value $57,449,839.

    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 77,090 shares
    Change vs previous 13F +5,422 shares

    0.5% of the 13F portfolio, value $50,356,262.

    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 71,668 shares
    Change vs previous 13F +33 shares

    0.51% of the 13F portfolio, value $49,088,460.

    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 71,635 shares
    Change vs previous 13F -1,337 shares

    0.48% of the 13F portfolio, value $47,945,064.

    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 72,972 shares
    Change vs previous 13F -5,030 shares

    0.48% of the 13F portfolio, value $45,308,926.

    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 78,002 shares
    Change vs previous 13F -13,045 shares

    0.51% of the 13F portfolio, value $43,829,372.

    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 91,047 shares
    Change vs previous 13F -1,589 shares

    0.7% of the 13F portfolio, value $53,597,624.

    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 92,636 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $53,434,449.

    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).