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Disclosery

MATHER GROUP, LLC.: SPXV position timeline

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

MATHER GROUP, LLC. held 11,194 SPXV 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 11,194 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $919,515.

    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 11,194 shares
    Change vs previous 13F +1,955 shares

    0.01% of the 13F portfolio, value $794,909.

    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 9,239 shares
    Change vs previous 13F -3,546 shares

    0.01% of the 13F portfolio, value $689,045.

    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 12,785 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $938,019.

    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 12,785 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $866,368.

    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 12,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $767,709.

    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).