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MATHER GROUP, LLC.: MGK position timeline

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

MATHER GROUP, LLC. held 57,003 MGK 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 57,003 shares
    Change vs previous 13F +45,595 shares

    0.04% of the 13F portfolio, value $5,011,105.

    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 11,408 shares
    Change vs previous 13F -197 shares

    0.04% of the 13F portfolio, value $4,191,755.

    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 11,605 shares
    Change vs previous 13F -3,921 shares

    0.05% of the 13F portfolio, value $4,790,329.

    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 15,526 shares
    Change vs previous 13F -30,787 shares

    0.06% of the 13F portfolio, value $6,247,815.

    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 46,313 shares
    Change vs previous 13F -1,583 shares

    0.18% of the 13F portfolio, value $16,958,151.

    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 47,896 shares
    Change vs previous 13F -3,888 shares

    0.17% of the 13F portfolio, value $14,794,189.

    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 51,784 shares
    Change vs previous 13F -1,940 shares

    0.23% of the 13F portfolio, value $17,783,133.

    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 53,724 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,296,462.

    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).