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Disclosery

MATHER GROUP, LLC.: OTIS position timeline

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

MATHER GROUP, LLC. held 2,185 OTIS 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 2,185 shares
    Change vs previous 13F -370 shares

    <0.01% of the 13F portfolio, value $156,468.

    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 2,555 shares
    Change vs previous 13F -726 shares

    <0.01% of the 13F portfolio, value $196,963.

    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 3,281 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $286,622.

    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 2,910 shares
    Change vs previous 13F -560 shares

    <0.01% of the 13F portfolio, value $266,090.

    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 3,470 shares
    Change vs previous 13F -499 shares

    <0.01% of the 13F portfolio, value $343,630.

    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 3,969 shares
    Change vs previous 13F +555 shares

    <0.01% of the 13F portfolio, value $409,631.

    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 3,414 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $316,171.

    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 3,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,694.

    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).