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Disclosery

MATHER GROUP, LLC.: V position timeline

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

MATHER GROUP, LLC. held 38,092 V 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 38,092 shares
    Change vs previous 13F -1,512 shares

    0.11% of the 13F portfolio, value $13,069,035.

    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 39,604 shares
    Change vs previous 13F +1,201 shares

    0.12% of the 13F portfolio, value $11,969,979.

    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 38,403 shares
    Change vs previous 13F +548 shares

    0.14% of the 13F portfolio, value $13,468,465.

    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 37,855 shares
    Change vs previous 13F +1,083 shares

    0.13% of the 13F portfolio, value $12,922,871.

    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 36,772 shares
    Change vs previous 13F +270 shares

    0.14% of the 13F portfolio, value $13,056,182.

    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 36,502 shares
    Change vs previous 13F +60 shares

    0.15% of the 13F portfolio, value $12,792,501.

    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 36,442 shares
    Change vs previous 13F -1,858 shares

    0.15% of the 13F portfolio, value $11,517,116.

    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 38,300 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,530,654.

    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).