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MPS Loria Financial Planners, LLC: SCHP position timeline

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

MPS Loria Financial Planners, LLC held 337,886 SCHP 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 337,886 shares
    Change vs previous 13F -3,114 shares

    1.61% of the 13F portfolio, value $8,491,077.

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

  2. period ended2026-06-30
    13F 341,000 shares
    Change vs previous 13F +4,637 shares

    2.08% of the 13F portfolio, value $9,036,520.

    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 336,363 shares
    Change vs previous 13F -84,016 shares

    2.36% of the 13F portfolio, value $8,950,617.

    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 420,379 shares
    Change vs previous 13F +16,253 shares

    2.86% of the 13F portfolio, value $11,135,840.

    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 404,126 shares
    Change vs previous 13F +12,112 shares

    2.89% of the 13F portfolio, value $10,891,200.

    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 392,014 shares
    Change vs previous 13F +2,553 shares

    3.08% of the 13F portfolio, value $10,458,933.

    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 389,461 shares
    Change vs previous 13F +229,125 shares

    3.11% of the 13F portfolio, value $10,472,614.

    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 160,336 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $4,141,489.

    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).