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MPS Loria Financial Planners, LLC: SHW position timeline

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

MPS Loria Financial Planners, LLC held 1,972 SHW 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 1,972 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $637,490.

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

  2. period ended2026-06-30
    13F 1,967 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $677,342.

    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 1,962 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $628,945.

    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 1,957 shares
    Change vs previous 13F -2,336 shares

    0.16% of the 13F portfolio, value $634,215.

    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 4,293 shares
    Change vs previous 13F +9 shares

    0.39% of the 13F portfolio, value $1,486,492.

    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 4,284 shares
    Change vs previous 13F +9 shares

    0.43% of the 13F portfolio, value $1,470,953.

    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 4,275 shares
    Change vs previous 13F +10 shares

    0.44% of the 13F portfolio, value $1,492,682.

    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 4,265 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,449,767.

    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).