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Disclosery

MATHER GROUP, LLC.: XLE position timeline

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

MATHER GROUP, LLC. held 10,230 XLE 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 10,230 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $543,326.

    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 9,230 shares
    Change vs previous 13F +2,246 shares

    0.01% of the 13F portfolio, value $565,442.

    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 6,984 shares
    Change vs previous 13F +3,632 shares

    <0.01% of the 13F portfolio, value $312,263.

    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 3,352 shares
    Change vs previous 13F -922 shares

    <0.01% of the 13F portfolio, value $299,489.

    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 4,274 shares
    Change vs previous 13F -1,014 shares

    <0.01% of the 13F portfolio, value $362,469.

    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 5,288 shares
    Change vs previous 13F +356 shares

    0.01% of the 13F portfolio, value $494,194.

    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 4,932 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $422,475.

    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 4,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,156.

    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).