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Disclosery

MATHER GROUP, LLC.: WMT position timeline

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

MATHER GROUP, LLC. held 107,409 WMT 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 107,409 shares
    Change vs previous 13F +54,037 shares

    0.11% of the 13F portfolio, value $12,165,143.

    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 53,372 shares
    Change vs previous 13F -1,011 shares

    0.07% of the 13F portfolio, value $6,633,080.

    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 54,383 shares
    Change vs previous 13F +866 shares

    0.06% of the 13F portfolio, value $6,058,865.

    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 53,517 shares
    Change vs previous 13F +4,372 shares

    0.06% of the 13F portfolio, value $5,515,502.

    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 49,145 shares
    Change vs previous 13F -1,248 shares

    0.05% of the 13F portfolio, value $4,805,411.

    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 50,393 shares
    Change vs previous 13F +1,290 shares

    0.05% of the 13F portfolio, value $4,423,990.

    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 49,103 shares
    Change vs previous 13F -3,423 shares

    0.06% of the 13F portfolio, value $4,436,490.

    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 52,526 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,241,471.

    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).