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MPS Loria Financial Planners, LLC: EXC position timeline

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

MPS Loria Financial Planners, LLC held 6,040 EXC 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 6,040 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $244,008.

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

  2. period ended2026-06-30
    13F 6,026 shares
    Change vs previous 13F -311 shares

    0.06% of the 13F portfolio, value $280,939.

    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 6,337 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $310,618.

    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 6,326 shares
    Change vs previous 13F -3,288 shares

    0.07% of the 13F portfolio, value $275,773.

    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 9,614 shares
    Change vs previous 13F -129 shares

    0.11% of the 13F portfolio, value $432,736.

    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 9,743 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $423,062.

    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).