Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in FACTSET RESH SYS INC (FDS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 283 | +42 | +17.4% | 0.00% | $81K | $283.89 |
| 2025 Q1 | REDUCED | 241 | -15 | -5.9% | 0.00% | $109K | $448.13 |
| 2024 Q4 | REDUCED | 256 | -7 | -2.7% | 0.00% | $123K | $472.32 |
| 2024 Q3 | REDUCED | 263 | -298 | -53.1% | 0.00% | $121K | $451.27 |
| 2024 Q2 | ADDED | 561 | +317 | +129.9% | 0.00% | $255K | $399.65 |
| 2024 Q1 | INITIATED | 244 | — | — | 0.00% | $116K | — |
As of 2025 Q4 — sorted by position size