MPS Loria Financial Planners, LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPS Loria Financial Planners, LLC on AOA, newest first. How the timeline and the estimate are built.
MPS Loria Financial Planners, LLC held 12,449 AOA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 12,449 sharesChange vs previous 13F +1,365 shares
0.23% of the 13F portfolio, value $1,210,917.
13F-HR 0001172661-26-004527 filed by MPS Loria Financial Planners, LLC
Accepted , ingested - period ended2026-06-3013F 11,084 sharesChange vs previous 13F +312 shares
0.25% of the 13F portfolio, value $1,081,825.
13F-HR 0001172661-26-002945 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,772 sharesChange vs previous 13F +1,462 shares
0.25% of the 13F portfolio, value $953,188.
13F-HR 0001172661-26-001631 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,310 sharesChange vs previous 13F +670 shares
0.21% of the 13F portfolio, value $833,771.
13F-HR 0001172661-26-000445 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,640 sharesChange vs previous 13F +297 shares
0.2% of the 13F portfolio, value $761,571.
13F-HR 0001172661-25-004315 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,343 sharesChange vs previous 13F +132 shares
0.2% of the 13F portfolio, value $695,817.
13F-HR 0001172661-25-002763 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,211 sharesChange vs previous 13F +3,820 shares
0.19% of the 13F portfolio, value $628,180.
13F-HR 0001172661-25-001531 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,391 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $336,408.
13F-HR 0001172661-25-000187 filed by MPS Loria Financial Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).