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MPS Loria Financial Planners, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPS Loria Financial Planners, LLC on AGG, newest first. How the timeline and the estimate are built.

MPS Loria Financial Planners, LLC held 56,841 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,841 shares
    Change vs previous 13F +14,050 shares

    1.02% of the 13F portfolio, value $5,373,722.

    13F-HR 0001172661-26-004527 filed by MPS Loria Financial Planners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,791 shares
    Change vs previous 13F +2,504 shares

    0.97% of the 13F portfolio, value $4,235,478.

    13F-HR 0001172661-26-002945 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 40,287 shares
    Change vs previous 13F +2,620 shares

    1.06% of the 13F portfolio, value $3,999,281.

    13F-HR 0001172661-26-001631 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 37,667 shares
    Change vs previous 13F +1,524 shares

    0.97% of the 13F portfolio, value $3,762,168.

    13F-HR 0001172661-26-000445 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 36,143 shares
    Change vs previous 13F +425 shares

    0.96% of the 13F portfolio, value $3,623,317.

    13F-HR 0001172661-25-004315 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 35,718 shares
    Change vs previous 13F +451 shares

    1.04% of the 13F portfolio, value $3,543,205.

    13F-HR 0001172661-25-002763 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 35,267 shares
    Change vs previous 13F -491 shares

    1.03% of the 13F portfolio, value $3,488,612.

    13F-HR 0001172661-25-001531 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 35,758 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,464,910.

    13F-HR 0001172661-25-000187 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).