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Disclosery

MATHER GROUP, LLC.: VTR position timeline

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

MATHER GROUP, LLC. held 17,065 VTR 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 17,065 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $1,515,330.

    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 17,010 shares
    Change vs previous 13F +1,174 shares

    0.01% of the 13F portfolio, value $1,391,068.

    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 15,836 shares
    Change vs previous 13F +7,823 shares

    0.01% of the 13F portfolio, value $1,225,407.

    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 8,013 shares
    Change vs previous 13F +3,581 shares

    0.01% of the 13F portfolio, value $560,864.

    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 4,432 shares
    Change vs previous 13F +650 shares

    <0.01% of the 13F portfolio, value $279,864.

    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 3,782 shares
    Change vs previous 13F +1,315 shares

    <0.01% of the 13F portfolio, value $260,051.

    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 2,467 shares
    Change vs previous 13F +295 shares

    <0.01% of the 13F portfolio, value $145,283.

    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 2,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,292.

    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).