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MPS Loria Financial Planners, LLC: IWB position timeline

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

MPS Loria Financial Planners, LLC held 351,528 IWB 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 351,528 shares
    Change vs previous 13F +4,044 shares

    27.75% of the 13F portfolio, value $146,281,456.

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

  2. period ended2026-06-30
    13F 347,484 shares
    Change vs previous 13F +6,549 shares

    32.71% of the 13F portfolio, value $142,294,877.

    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 340,935 shares
    Change vs previous 13F +7,386 shares

    32.07% of the 13F portfolio, value $121,563,771.

    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 333,549 shares
    Change vs previous 13F -702 shares

    32.02% of the 13F portfolio, value $124,560,491.

    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 334,251 shares
    Change vs previous 13F +1,854 shares

    32.46% of the 13F portfolio, value $122,162,134.

    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 332,397 shares
    Change vs previous 13F -9,863 shares

    33.21% of the 13F portfolio, value $112,872,160.

    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 342,260 shares
    Change vs previous 13F -35,658 shares

    31.14% of the 13F portfolio, value $104,984,860.

    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 377,918 shares
    Change vs previous 13F not available

    36.04% of the 13F portfolio, value $121,750,150.

    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).