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Disclosery

MATHER GROUP, LLC.: MSFT position timeline

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

MATHER GROUP, LLC. held 108,006 MSFT 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 108,006 shares
    Change vs previous 13F +18,038 shares

    0.35% of the 13F portfolio, value $40,288,248.

    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 89,968 shares
    Change vs previous 13F -1,770 shares

    0.33% of the 13F portfolio, value $33,303,539.

    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 91,738 shares
    Change vs previous 13F +830 shares

    0.46% of the 13F portfolio, value $44,366,359.

    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 90,908 shares
    Change vs previous 13F +3,557 shares

    0.48% of the 13F portfolio, value $47,085,697.

    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 87,351 shares
    Change vs previous 13F +592 shares

    0.46% of the 13F portfolio, value $43,449,663.

    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 86,759 shares
    Change vs previous 13F -5,555 shares

    0.38% of the 13F portfolio, value $32,568,573.

    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 92,314 shares
    Change vs previous 13F +258 shares

    0.5% of the 13F portfolio, value $38,910,453.

    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 92,056 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $39,611,881.

    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).