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Disclosery

MATHER GROUP, LLC.: IWD position timeline

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

MATHER GROUP, LLC. held 45,664 IWD 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 45,664 shares
    Change vs previous 13F -520 shares

    0.1% of the 13F portfolio, value $11,070,421.

    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 46,184 shares
    Change vs previous 13F -1,441 shares

    0.1% of the 13F portfolio, value $9,868,225.

    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 47,625 shares
    Change vs previous 13F -3,812 shares

    0.1% of the 13F portfolio, value $10,017,526.

    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 51,437 shares
    Change vs previous 13F -208 shares

    0.11% of the 13F portfolio, value $10,472,132.

    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 51,645 shares
    Change vs previous 13F -1,272 shares

    0.11% of the 13F portfolio, value $10,031,032.

    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 52,917 shares
    Change vs previous 13F -3,187 shares

    0.12% of the 13F portfolio, value $9,956,952.

    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 56,104 shares
    Change vs previous 13F -823 shares

    0.13% of the 13F portfolio, value $10,386,565.

    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 56,927 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,804,796.

    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).