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Disclosery

MATHER GROUP, LLC.: IWB position timeline

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

MATHER GROUP, LLC. held 18,712 IWB 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 18,712 shares
    Change vs previous 13F -564 shares

    0.07% of the 13F portfolio, value $7,662,661.

    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 19,276 shares
    Change vs previous 13F -167 shares

    0.07% of the 13F portfolio, value $6,873,188.

    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 19,443 shares
    Change vs previous 13F -371 shares

    0.07% of the 13F portfolio, value $7,260,882.

    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 19,814 shares
    Change vs previous 13F -563 shares

    0.07% of the 13F portfolio, value $7,241,696.

    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 20,377 shares
    Change vs previous 13F -215 shares

    0.07% of the 13F portfolio, value $6,919,364.

    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 20,592 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $6,316,439.

    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 20,653 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $6,653,471.

    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 20,659 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,494,976.

    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).