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MPS Loria Financial Planners, LLC: USRT position timeline

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

MPS Loria Financial Planners, LLC held 275,472 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,472 shares
    Change vs previous 13F +7,936 shares

    4.21% of the 13F portfolio, value $18,305,133.

    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).

  2. period ended2026-03-31
    13F 267,536 shares
    Change vs previous 13F +16,887 shares

    4.18% of the 13F portfolio, value $15,835,423.

    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).

  3. period ended2025-12-31
    13F 250,649 shares
    Change vs previous 13F +3,938 shares

    3.67% of the 13F portfolio, value $14,276,972.

    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).

  4. period ended2025-09-30
    13F 246,711 shares
    Change vs previous 13F +6,315 shares

    3.85% of the 13F portfolio, value $14,486,855.

    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).

  5. period ended2025-06-30
    13F 240,396 shares
    Change vs previous 13F -7,399 shares

    4% of the 13F portfolio, value $13,596,818.

    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).

  6. period ended2025-03-31
    13F 247,795 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $14,272,975.

    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).