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Disclosery

MATHER GROUP, LLC.: IWF position timeline

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

MATHER GROUP, LLC. held 178,474 IWF 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 178,474 shares
    Change vs previous 13F +133,110 shares

    0.19% of the 13F portfolio, value $22,161,154.

    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 45,364 shares
    Change vs previous 13F -1,025 shares

    0.19% of the 13F portfolio, value $19,343,093.

    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 46,389 shares
    Change vs previous 13F -2,661 shares

    0.23% of the 13F portfolio, value $21,956,029.

    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 49,050 shares
    Change vs previous 13F -40 shares

    0.23% of the 13F portfolio, value $22,975,510.

    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 49,090 shares
    Change vs previous 13F -1,099 shares

    0.22% of the 13F portfolio, value $20,842,632.

    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 50,189 shares
    Change vs previous 13F -2,433 shares

    0.21% of the 13F portfolio, value $18,122,818.

    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 52,622 shares
    Change vs previous 13F -1,292 shares

    0.27% of the 13F portfolio, value $21,131,886.

    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 53,914 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $20,238,110.

    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).