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MPS Loria Financial Planners, LLC: IWV position timeline

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

MPS Loria Financial Planners, LLC held 15,952 IWV 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 15,952 shares
    Change vs previous 13F +2,852 shares

    1.31% of the 13F portfolio, value $6,885,833.

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

  2. period ended2026-06-30
    13F 13,100 shares
    Change vs previous 13F +203 shares

    1.28% of the 13F portfolio, value $5,585,959.

    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 12,897 shares
    Change vs previous 13F +178 shares

    1.26% of the 13F portfolio, value $4,780,511.

    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 12,719 shares
    Change vs previous 13F +193 shares

    1.26% of the 13F portfolio, value $4,920,334.

    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 12,526 shares
    Change vs previous 13F +124 shares

    1.26% of the 13F portfolio, value $4,746,445.

    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 12,402 shares
    Change vs previous 13F -1,602 shares

    1.28% of the 13F portfolio, value $4,352,995.

    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 14,004 shares
    Change vs previous 13F -2,047 shares

    1.32% of the 13F portfolio, value $4,448,244.

    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 16,051 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,364,980.

    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).