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Disclosery

MATHER GROUP, LLC.: SUSB position timeline

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

MATHER GROUP, LLC. held 208,674 SUSB 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 208,674 shares
    Change vs previous 13F +18,533 shares

    0.05% of the 13F portfolio, value $5,214,763.

    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 190,141 shares
    Change vs previous 13F +8,754 shares

    0.05% of the 13F portfolio, value $4,765,885.

    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 181,387 shares
    Change vs previous 13F +18,801 shares

    0.05% of the 13F portfolio, value $4,578,208.

    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 162,586 shares
    Change vs previous 13F +8,103 shares

    0.04% of the 13F portfolio, value $4,115,052.

    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 154,483 shares
    Change vs previous 13F -30,886 shares

    0.04% of the 13F portfolio, value $3,888,338.

    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 185,369 shares
    Change vs previous 13F +8,158 shares

    0.05% of the 13F portfolio, value $4,632,371.

    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 177,211 shares
    Change vs previous 13F +20,571 shares

    0.06% of the 13F portfolio, value $4,377,112.

    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 156,640 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,941,062.

    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).