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Disclosery

MATHER GROUP, LLC.: PH position timeline

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

MATHER GROUP, LLC. held 3,119 PH 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 3,119 shares
    Change vs previous 13F +269 shares

    0.03% of the 13F portfolio, value $3,051,131.

    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 2,850 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $2,551,777.

    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 2,852 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $2,507,131.

    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 2,771 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $2,101,124.

    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 2,775 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $1,938,522.

    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 2,741 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,666,350.

    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 2,738 shares
    Change vs previous 13F +152 shares

    0.02% of the 13F portfolio, value $1,741,132.

    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 2,586 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,633,571.

    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).