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Disclosery

MATHER GROUP, LLC.: SPEU position timeline

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

MATHER GROUP, LLC. held 148,165 SPEU 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 148,165 shares
    Change vs previous 13F -8,849 shares

    0.07% of the 13F portfolio, value $8,131,320.

    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 157,014 shares
    Change vs previous 13F -13,134 shares

    0.08% of the 13F portfolio, value $8,045,377.

    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 170,148 shares
    Change vs previous 13F -15,803 shares

    0.09% of the 13F portfolio, value $8,869,797.

    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 185,951 shares
    Change vs previous 13F -6,710 shares

    0.09% of the 13F portfolio, value $9,262,228.

    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 192,661 shares
    Change vs previous 13F -9,946,512 shares

    0.1% of the 13F portfolio, value $9,336,358.

    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 10,139,173 shares
    Change vs previous 13F +2,635,582 shares

    5.16% of the 13F portfolio, value $446,224,989.

    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 7,503,591 shares
    Change vs previous 13F +4,366,469 shares

    3.88% of the 13F portfolio, value $298,943,057.

    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 3,137,122 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $139,348,418.

    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).