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Disclosery

MATHER GROUP, LLC.: TAXF position timeline

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

MATHER GROUP, LLC. held 28,833 TAXF 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 28,833 shares
    Change vs previous 13F -21,268 shares

    0.01% of the 13F portfolio, value $1,465,719.

    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 50,101 shares
    Change vs previous 13F +916 shares

    0.03% of the 13F portfolio, value $2,507,548.

    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 49,185 shares
    Change vs previous 13F -6,088 shares

    0.03% of the 13F portfolio, value $2,477,933.

    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 55,273 shares
    Change vs previous 13F -1,400 shares

    0.03% of the 13F portfolio, value $2,776,356.

    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 56,673 shares
    Change vs previous 13F +54,054 shares

    0.03% of the 13F portfolio, value $2,772,986.

    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 2,619 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,588.

    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).