Skip to content
Disclosery

MATHER GROUP, LLC.: SHM position timeline

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

MATHER GROUP, LLC. held 15,383 SHM 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 15,383 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $737,846.

    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 15,404 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $736,773.

    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 15,192 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $729,064.

    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 15,431 shares
    Change vs previous 13F -2,299 shares

    0.01% of the 13F portfolio, value $744,083.

    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 17,730 shares
    Change vs previous 13F -7,864 shares

    0.01% of the 13F portfolio, value $848,026.

    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 25,594 shares
    Change vs previous 13F +530 shares

    0.01% of the 13F portfolio, value $1,218,274.

    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 25,064 shares
    Change vs previous 13F -990 shares

    0.02% of the 13F portfolio, value $1,187,783.

    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 26,054 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,254,239.

    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).