MATHER GROUP, LLC.: PSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on PSX, newest first. How the timeline and the estimate are built.
MATHER GROUP, LLC. held 6,722 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 6,722 sharesChange vs previous 13F +1,916 shares
0.01% of the 13F portfolio, value $1,136,314.
13F-HR 0001527641-26-000004 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,806 sharesChange vs previous 13F -529 shares
0.01% of the 13F portfolio, value $875,630.
13F-HR 0001527641-26-000003 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,335 sharesChange vs previous 13F -1,576 shares
0.01% of the 13F portfolio, value $688,461.
13F-HR 0001527641-26-000001 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,911 sharesChange vs previous 13F -65 shares
0.01% of the 13F portfolio, value $939,976.
13F-HR 0001527641-25-000008 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,976 sharesChange vs previous 13F +734 shares
0.01% of the 13F portfolio, value $832,369.
13F-HR 0001527641-25-000006 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,242 sharesChange vs previous 13F -2,531 shares
0.01% of the 13F portfolio, value $770,773.
13F-HR 0001527641-25-000005 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,773 sharesChange vs previous 13F -41 shares
0.01% of the 13F portfolio, value $999,495.
13F-HR 0001527641-25-000002 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,814 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,158,661.
13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).