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Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

BMO holding history

Bank of Montreal in every 13F filed by Mather Group, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
31
Value
$5.48K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of BMO by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631$5.48K<0.1%−669−95.6%ReducedHolders
Q1 2026700$94.7K<0.1%+700NewHolders
Q4 20250$00.0%−1,055−100.0%Sold outHolders
Q3 20251,055$137.4K<0.1%+1,055NewHolders
Q2 20250$00.0%−1,055−100.0%Sold outHolders
Q1 20251,055$100.8K<0.1%00.0%UnchangedHolders
Q4 20241,055$102.4K<0.1%00.0%UnchangedHolders
Q3 20241,055$95.2K<0.1%−25−2.3%ReducedHolders
Q2 20241,080$105.5K<0.1%+25+2.4%AddedHolders
Q1 20241,055$104.4K<0.1%+1,055NewHolders