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Disclosery

MATHER GROUP, LLC.: JCI position timeline

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

MATHER GROUP, LLC. held 11,557 JCI 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 11,557 shares
    Change vs previous 13F +395 shares

    0.01% of the 13F portfolio, value $1,688,563.

    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 11,162 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $1,461,636.

    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 11,056 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $1,323,987.

    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 10,916 shares
    Change vs previous 13F +7,138 shares

    0.01% of the 13F portfolio, value $1,200,248.

    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 3,778 shares
    Change vs previous 13F +911 shares

    <0.01% of the 13F portfolio, value $399,065.

    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 2,867 shares
    Change vs previous 13F +236 shares

    <0.01% of the 13F portfolio, value $229,713.

    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 2,631 shares
    Change vs previous 13F +390 shares

    <0.01% of the 13F portfolio, value $207,673.

    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 2,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,932.

    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).