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Disclosery

MATHER GROUP, LLC.: SPY position timeline

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

MATHER GROUP, LLC. held 19,880 SPY 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 19,880 shares
    Change vs previous 13F +1,516 shares

    0.13% of the 13F portfolio, value $14,846,062.

    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 18,364 shares
    Change vs previous 13F +513 shares

    0.12% of the 13F portfolio, value $11,942,998.

    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 17,851 shares
    Change vs previous 13F -490 shares

    0.13% of the 13F portfolio, value $12,172,969.

    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 18,341 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $12,218,139.

    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 18,341 shares
    Change vs previous 13F +203 shares

    0.12% of the 13F portfolio, value $11,331,733.

    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 18,138 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $10,146,250.

    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 18,133 shares
    Change vs previous 13F -417 shares

    0.14% of the 13F portfolio, value $10,627,291.

    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 18,550 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,643,142.

    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).