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Disclosery

MATHER GROUP, LLC.: PM position timeline

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

MATHER GROUP, LLC. held 24,528 PM 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 24,528 shares
    Change vs previous 13F +5,039 shares

    0.04% of the 13F portfolio, value $4,437,433.

    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 19,489 shares
    Change vs previous 13F +1,835 shares

    0.03% of the 13F portfolio, value $3,222,377.

    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 17,654 shares
    Change vs previous 13F +579 shares

    0.03% of the 13F portfolio, value $2,831,687.

    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 17,075 shares
    Change vs previous 13F -664 shares

    0.03% of the 13F portfolio, value $2,769,534.

    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 17,739 shares
    Change vs previous 13F +2,274 shares

    0.03% of the 13F portfolio, value $3,230,771.

    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 15,465 shares
    Change vs previous 13F +2,664 shares

    0.03% of the 13F portfolio, value $2,454,796.

    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 12,801 shares
    Change vs previous 13F +648 shares

    0.02% of the 13F portfolio, value $1,540,609.

    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 12,153 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,475,402.

    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).