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Disclosery

MATHER GROUP, LLC.: UPS position timeline

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

MATHER GROUP, LLC. held 28,864 UPS 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 28,864 shares
    Change vs previous 13F +2,770 shares

    0.03% of the 13F portfolio, value $3,102,883.

    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 26,094 shares
    Change vs previous 13F -9,484 shares

    0.03% of the 13F portfolio, value $2,567,160.

    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 35,578 shares
    Change vs previous 13F +370 shares

    0.04% of the 13F portfolio, value $3,529,006.

    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 35,208 shares
    Change vs previous 13F +5,657 shares

    0.03% of the 13F portfolio, value $2,940,898.

    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 29,551 shares
    Change vs previous 13F +4,307 shares

    0.03% of the 13F portfolio, value $2,982,841.

    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 25,244 shares
    Change vs previous 13F -1,376 shares

    0.03% of the 13F portfolio, value $2,776,573.

    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 26,620 shares
    Change vs previous 13F +1,823 shares

    0.04% of the 13F portfolio, value $3,356,808.

    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 24,797 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,380,869.

    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).