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Disclosery

MATHER GROUP, LLC.: XLU position timeline

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

MATHER GROUP, LLC. held 303 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 303 shares
    Change vs previous 13F +303 shares

    <0.01% of the 13F portfolio, value $11,950.

    13F-HR 0001527641-26-000007 filed by MATHER GROUP, LLC.
    Accepted , ingested

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -98 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 98 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $7,727.

    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).

  4. period ended2024-12-31
    13F 56 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,239.

    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).