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MPS Loria Financial Planners, LLC: RWO position timeline

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

MPS Loria Financial Planners, LLC held 16,142 RWO 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 16,142 shares
    Change vs previous 13F +3,649 shares

    0.14% of the 13F portfolio, value $749,010.

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

  2. period ended2026-06-30
    13F 12,493 shares
    Change vs previous 13F +708 shares

    0.14% of the 13F portfolio, value $621,014.

    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 11,785 shares
    Change vs previous 13F +254 shares

    0.14% of the 13F portfolio, value $539,401.

    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 11,531 shares
    Change vs previous 13F +446 shares

    0.13% of the 13F portfolio, value $519,107.

    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 11,085 shares
    Change vs previous 13F +261 shares

    0.13% of the 13F portfolio, value $507,351.

    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 10,824 shares
    Change vs previous 13F +88 shares

    0.14% of the 13F portfolio, value $477,785.

    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 10,736 shares
    Change vs previous 13F +72 shares

    0.14% of the 13F portfolio, value $468,505.

    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 10,664 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $457,379.

    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).