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Disclosery

MATHER GROUP, LLC.: XLF position timeline

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

MATHER GROUP, LLC. held 5,389 XLF 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 5,389 shares
    Change vs previous 13F +825 shares

    <0.01% of the 13F portfolio, value $288,904.

    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 4,564 shares
    Change vs previous 13F -545 shares

    <0.01% of the 13F portfolio, value $225,325.

    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 5,109 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $279,820.

    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 4,921 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $265,094.

    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 5,050 shares
    Change vs previous 13F +2,515 shares

    <0.01% of the 13F portfolio, value $264,469.

    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 2,535 shares
    Change vs previous 13F +756 shares

    <0.01% of the 13F portfolio, value $126,268.

    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 1,779 shares
    Change vs previous 13F -179 shares

    <0.01% of the 13F portfolio, value $85,979.

    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 1,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $88,737.

    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).