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MPS Loria Financial Planners, LLC: F position timeline

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

MPS Loria Financial Planners, LLC held 0 F shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -23,793 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 23,793 shares
    Change vs previous 13F +190 shares

    0.07% of the 13F portfolio, value $274,569.

    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).

  3. period ended2025-12-31
    13F 23,603 shares
    Change vs previous 13F -3,311 shares

    0.08% of the 13F portfolio, value $309,672.

    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).

  4. period ended2025-09-30
    13F 26,914 shares
    Change vs previous 13F -1,465 shares

    0.09% of the 13F portfolio, value $321,887.

    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).

  5. period ended2025-06-30
    13F 28,379 shares
    Change vs previous 13F +162 shares

    0.09% of the 13F portfolio, value $307,913.

    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).

  6. period ended2025-03-31
    13F 28,217 shares
    Change vs previous 13F +5,305 shares

    0.08% of the 13F portfolio, value $283,019.

    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).

  7. period ended2024-12-31
    13F 22,912 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $226,834.

    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).