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Disclosery

MATHER GROUP, LLC.: PEP position timeline

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

MATHER GROUP, LLC. held 13,001 PEP 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 13,001 shares
    Change vs previous 13F +3,725 shares

    0.02% of the 13F portfolio, value $1,760,344.

    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 9,276 shares
    Change vs previous 13F -110,343 shares

    0.01% of the 13F portfolio, value $1,440,480.

    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 119,619 shares
    Change vs previous 13F -1,290 shares

    0.18% of the 13F portfolio, value $17,167,712.

    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 120,909 shares
    Change vs previous 13F +2,056 shares

    0.17% of the 13F portfolio, value $16,980,448.

    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 118,853 shares
    Change vs previous 13F +7,121 shares

    0.17% of the 13F portfolio, value $15,693,372.

    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 111,732 shares
    Change vs previous 13F +101,119 shares

    0.19% of the 13F portfolio, value $16,753,144.

    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 10,613 shares
    Change vs previous 13F -315 shares

    0.02% of the 13F portfolio, value $1,613,819.

    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 10,928 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,858,314.

    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).