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MPS Loria Financial Planners, LLC: SDY position timeline

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

MPS Loria Financial Planners, LLC held 9,017 SDY 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 9,017 shares
    Change vs previous 13F +36 shares

    0.25% of the 13F portfolio, value $1,320,861.

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

  2. period ended2026-06-30
    13F 8,981 shares
    Change vs previous 13F +38 shares

    0.31% of the 13F portfolio, value $1,366,694.

    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 8,943 shares
    Change vs previous 13F -265 shares

    0.34% of the 13F portfolio, value $1,305,111.

    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 9,208 shares
    Change vs previous 13F -49 shares

    0.33% of the 13F portfolio, value $1,281,320.

    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 9,257 shares
    Change vs previous 13F -77 shares

    0.34% of the 13F portfolio, value $1,296,435.

    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 9,334 shares
    Change vs previous 13F -846 shares

    0.37% of the 13F portfolio, value $1,266,905.

    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 10,180 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $1,381,216.

    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 10,165 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,342,850.

    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).