Skip to content

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

  1. period ended2026-09-30
    13F 12,449 shares
    Change 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

  2. period ended2026-06-30
    13F 11,084 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 10,772 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 9,310 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 8,640 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 8,343 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 8,211 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 4,391 shares
    Change 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), ingested

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