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Disclosery

MATHER GROUP, LLC.: MGV position timeline

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

MATHER GROUP, LLC. held 21,493 MGV 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 21,493 shares
    Change vs previous 13F +1,218 shares

    0.03% of the 13F portfolio, value $3,513,070.

    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 20,275 shares
    Change vs previous 13F -385 shares

    0.03% of the 13F portfolio, value $2,938,825.

    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 20,660 shares
    Change vs previous 13F -784 shares

    0.03% of the 13F portfolio, value $2,916,387.

    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 21,444 shares
    Change vs previous 13F -5,380 shares

    0.03% of the 13F portfolio, value $2,953,693.

    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 26,824 shares
    Change vs previous 13F -310 shares

    0.04% of the 13F portfolio, value $3,519,365.

    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 27,134 shares
    Change vs previous 13F -318 shares

    0.04% of the 13F portfolio, value $3,495,999.

    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 27,452 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $3,429,011.

    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 27,384 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,512,851.

    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).