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Livermore
Livermore
ZHEN

Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

MS holding history

Morgan Stanley 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.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
14,757
Value
$3.08M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,757$3.08M<0.1%+1,570+11.9%AddedHolders
Q1 202613,187$2.17M<0.1%−310−2.3%ReducedHolders
Q4 202513,497$2.40M<0.1%+591+4.6%AddedHolders
Q3 202512,906$2.05M<0.1%+129+1.0%AddedHolders
Q2 202512,777$1.80M<0.1%+647+5.3%AddedHolders
Q1 202512,130$1.42M<0.1%+804+7.1%AddedHolders
Q4 202411,326$1.42M<0.1%+285+2.6%AddedHolders
Q3 202411,041$1.15M<0.1%+218+2.0%AddedHolders
Q2 202410,823$1.02M<0.1%+1,345+14.2%AddedHolders
Q1 20249,478$883.9K<0.1%−110−1.1%ReducedHolders
Q4 20239,588$894.1K<0.1%−2,250−19.0%ReducedHolders
Q3 202311,838$966.8K<0.1%+121+1.0%AddedHolders
Q2 202311,717$1.00M<0.1%−215−1.8%ReducedHolders
Q1 202311,932$1.05M<0.1%+436+3.8%AddedHolders
Q4 202211,496$977.4K<0.1%+793+7.4%AddedHolders
Q3 202210,703$845.0K<0.1%−2,893−21.3%ReducedHolders
Q2 202213,596$1.03M<0.1%−182−1.3%ReducedHolders
Q1 202213,778$1.20M<0.1%+1,411+11.4%AddedHolders
Q4 202112,367$1.21M<0.1%+7,617+160.4%AddedHolders
Q3 20214,750$462.0K<0.1%+6+0.1%AddedHolders
Q2 20214,744$435.0K<0.1%+259+5.8%AddedHolders
Q1 20214,485$348.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.