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MATHER GROUP, LLC.: MSCI position timeline

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

MATHER GROUP, LLC. held 663 MSCI 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 663 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $371,027.

    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 646 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $347,931.

    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 746 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $427,808.

    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 754 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $427,543.

    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 751 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $432,844.

    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 788 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $445,331.

    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 807 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $484,251.

    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 783 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $456,271.

    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).