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Disclosery

MATHER GROUP, LLC.: IWR position timeline

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

MATHER GROUP, LLC. held 35,265 IWR 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 35,265 shares
    Change vs previous 13F -146 shares

    0.03% of the 13F portfolio, value $3,890,446.

    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 35,411 shares
    Change vs previous 13F +249 shares

    0.03% of the 13F portfolio, value $3,443,021.

    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 35,162 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $3,385,055.

    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 35,033 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $3,382,436.

    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 35,033 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $3,221,984.

    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 34,991 shares
    Change vs previous 13F +8,375 shares

    0.03% of the 13F portfolio, value $2,976,684.

    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 26,616 shares
    Change vs previous 13F +715 shares

    0.03% of the 13F portfolio, value $2,352,854.

    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 25,901 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,282,914.

    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).