MATHER GROUP, LLC. CMRE — COSTAMARE INC SHS

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported COSTAMARE INC SHS (CMRE) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows CMRE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATHER GROUP, LLC.'s position in COSTAMARE INC SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CMRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MATHER GROUP, LLC. held CMRE — position size vs. price
% of Fund (quarterly)    CMRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 107 — 0% 0.00% $2K 2026-10-14 $14.79
2026 Q2 UNCHANGED — — — 107 — 0% 0.00% $1K 2026-07-27 $15.62
2026 Q1 UNCHANGED — — — 107 — 0% 0.00% $2K 2026-04-13 $17.29
2025 Q3 ADDED — — — 107 +1 +0.9% 0.00% $1K 2025-10-21 $11.10
2025 Q1 ADDED — — — 106 +5 +5.0% 0.00% $1K 2025-04-25 $8.93
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MATHER GROUP, LLC. and CMRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATHER GROUP, LLC. reported owning CMRE?

MATHER GROUP, LLC. reported CMRE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported CMRE position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for CMRE was 0.00% in 2026 Q1.

What is the latest reported CMRE position on this page?

The most recent filing on this page is 2026 Q3, when MATHER GROUP, LLC. reported 107 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CMRE ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly CMRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MATHER GROUP, LLC. time their CMRE position?

Based on 13F filing dates vs. subsequent CMRE price moves, MATHER GROUP, LLC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on CMRE relative to SPY over the holding period was +391.3%.

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