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Disclosery

MATHER GROUP, LLC.: SUB position timeline

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

MATHER GROUP, LLC. held 205,542 SUB 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 205,542 shares
    Change vs previous 13F +7,842 shares

    0.19% of the 13F portfolio, value $21,884,007.

    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 197,700 shares
    Change vs previous 13F +3,774 shares

    0.21% of the 13F portfolio, value $21,055,006.

    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 193,926 shares
    Change vs previous 13F +9,426 shares

    0.21% of the 13F portfolio, value $20,691,906.

    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 184,500 shares
    Change vs previous 13F +12,859 shares

    0.2% of the 13F portfolio, value $19,700,930.

    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 171,641 shares
    Change vs previous 13F +158,721 shares

    0.19% of the 13F portfolio, value $18,252,324.

    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 12,920 shares
    Change vs previous 13F +4,429 shares

    0.02% of the 13F portfolio, value $1,364,352.

    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 8,491 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $895,631.

    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 8,479 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $900,385.

    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).