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Disclosery

MATHER GROUP, LLC.: MCO position timeline

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

MATHER GROUP, LLC. held 1,214 MCO 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 1,214 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $549,958.

    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 1,113 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $485,655.

    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 1,127 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $575,856.

    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 1,093 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $520,912.

    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 1,107 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $555,385.

    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 1,094 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $509,581.

    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 1,363 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $644,971.

    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 1,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $773,608.

    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).