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Disclosery

MATHER GROUP, LLC.: USMV position timeline

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

MATHER GROUP, LLC. held 75,582 USMV 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 75,582 shares
    Change vs previous 13F +640 shares

    0.06% of the 13F portfolio, value $7,290,683.

    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 74,942 shares
    Change vs previous 13F -345 shares

    0.07% of the 13F portfolio, value $6,950,162.

    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 75,287 shares
    Change vs previous 13F -310 shares

    0.07% of the 13F portfolio, value $7,089,066.

    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 75,597 shares
    Change vs previous 13F +806 shares

    0.07% of the 13F portfolio, value $7,192,341.

    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 74,791 shares
    Change vs previous 13F -22 shares

    0.07% of the 13F portfolio, value $7,020,669.

    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 74,813 shares
    Change vs previous 13F +245 shares

    0.08% of the 13F portfolio, value $7,007,023.

    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 74,568 shares
    Change vs previous 13F +161 shares

    0.09% of the 13F portfolio, value $6,620,928.

    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 74,407 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,794,140.

    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).