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Disclosery

MATHER GROUP, LLC.: UCON position timeline

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

MATHER GROUP, LLC. held 310,721 UCON 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 310,721 shares
    Change vs previous 13F +3,755 shares

    0.07% of the 13F portfolio, value $7,730,748.

    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 306,966 shares
    Change vs previous 13F +3,943 shares

    0.08% of the 13F portfolio, value $7,603,558.

    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 303,023 shares
    Change vs previous 13F +4,084 shares

    0.08% of the 13F portfolio, value $7,627,099.

    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 298,939 shares
    Change vs previous 13F +9,810 shares

    0.08% of the 13F portfolio, value $7,529,820.

    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 289,129 shares
    Change vs previous 13F +2,434 shares

    0.08% of the 13F portfolio, value $7,196,431.

    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 286,695 shares
    Change vs previous 13F +2,773 shares

    0.08% of the 13F portfolio, value $7,095,711.

    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 283,922 shares
    Change vs previous 13F +919 shares

    0.09% of the 13F portfolio, value $6,998,687.

    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 283,003 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,111,875.

    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).