DCI β€” DONALDSON INC

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

AI Ownership Summary

MATHER GROUP, LLC. reported DONALDSON INC (DCI) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows DCI 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.

What this DCI 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 DONALDSON INC, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 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 DCI β€” position size vs. price
% of Fund (quarterly)    DCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 148 -25 -14.5% 0.00% $12K 2025-10-21 $83.26
2025 Q1 REDUCED 173 -23 -11.7% 0.00% $12K 2025-04-25 $64.64
2024 Q4 ADDED 196 +97 +98.0% 0.00% $13K 2025-01-27 $70.16
2024 Q3 REDUCED 99 -404 -80.3% 0.00% $7K 2024-10-07 $71.80
2024 Q2 ADDED 503 +404 +408.1% 0.00% $38K 2024-07-09 $67.57
2024 Q1 INITIATED 99 β€” β€” 0.00% $6K 2024-04-09 $72.58

FAQ About MATHER GROUP, LLC. and DCI

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 DCI?

MATHER GROUP, LLC. reported DCI across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for DCI was 0.00% in 2024 Q2.

What is the latest reported DCI position on this page?

The most recent filing on this page is 2025 Q3, when MATHER GROUP, LLC. reported 148 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this DCI ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly DCI 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.

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