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Disclosery

MATHER GROUP, LLC.: TROW position timeline

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

MATHER GROUP, LLC. held 2,582 TROW 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 2,582 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $293,585.

    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 2,275 shares
    Change vs previous 13F -137,069 shares

    <0.01% of the 13F portfolio, value $205,098.

    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 139,344 shares
    Change vs previous 13F -678 shares

    0.15% of the 13F portfolio, value $14,266,057.

    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 140,022 shares
    Change vs previous 13F -3,239 shares

    0.15% of the 13F portfolio, value $14,371,907.

    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 143,261 shares
    Change vs previous 13F +7,690 shares

    0.15% of the 13F portfolio, value $13,824,762.

    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 135,571 shares
    Change vs previous 13F +14,371 shares

    0.14% of the 13F portfolio, value $12,454,875.

    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 121,200 shares
    Change vs previous 13F -4,337 shares

    0.18% of the 13F portfolio, value $13,706,499.

    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 125,537 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,674,782.

    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).