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MPS Loria Financial Planners, LLC: AOR position timeline

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

MPS Loria Financial Planners, LLC held 21,191 AOR 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 21,191 shares
    Change vs previous 13F +122 shares

    0.28% of the 13F portfolio, value $1,452,003.

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

  2. period ended2026-06-30
    13F 21,069 shares
    Change vs previous 13F -31 shares

    0.34% of the 13F portfolio, value $1,464,282.

    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 21,100 shares
    Change vs previous 13F +2,248 shares

    0.36% of the 13F portfolio, value $1,357,791.

    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 18,852 shares
    Change vs previous 13F +1,767 shares

    0.32% of the 13F portfolio, value $1,225,574.

    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 17,085 shares
    Change vs previous 13F +1,994 shares

    0.29% of the 13F portfolio, value $1,099,957.

    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 15,091 shares
    Change vs previous 13F +1,024 shares

    0.27% of the 13F portfolio, value $929,147.

    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 14,067 shares
    Change vs previous 13F +6,052 shares

    0.24% of the 13F portfolio, value $809,859.

    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 8,015 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $459,395.

    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).