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Disclosery

MATHER GROUP, LLC.: WFC position timeline

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

MATHER GROUP, LLC. held 30,649 WFC 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 30,649 shares
    Change vs previous 13F +2,792 shares

    0.02% of the 13F portfolio, value $2,532,874.

    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 27,857 shares
    Change vs previous 13F +728 shares

    0.02% of the 13F portfolio, value $2,217,684.

    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 27,129 shares
    Change vs previous 13F +2,369 shares

    0.03% of the 13F portfolio, value $2,528,458.

    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 24,760 shares
    Change vs previous 13F +1,978 shares

    0.02% of the 13F portfolio, value $2,075,390.

    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 22,782 shares
    Change vs previous 13F -642 shares

    0.02% of the 13F portfolio, value $1,825,254.

    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 23,424 shares
    Change vs previous 13F +2,680 shares

    0.02% of the 13F portfolio, value $1,681,599.

    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 20,744 shares
    Change vs previous 13F +610 shares

    0.02% of the 13F portfolio, value $1,457,082.

    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 20,134 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,137,395.

    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).