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MPS Loria Financial Planners, LLC: VB position timeline

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

MPS Loria Financial Planners, LLC held 158,328 VB 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 158,328 shares
    Change vs previous 13F +3,985 shares

    11.03% of the 13F portfolio, value $47,992,337.

    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 154,343 shares
    Change vs previous 13F +2,503 shares

    10.67% of the 13F portfolio, value $40,425,636.

    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 151,840 shares
    Change vs previous 13F +2,365 shares

    10.07% of the 13F portfolio, value $39,166,974.

    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 149,475 shares
    Change vs previous 13F +3,136 shares

    10.1% of the 13F portfolio, value $38,021,604.

    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 146,339 shares
    Change vs previous 13F -3,855 shares

    10.21% of the 13F portfolio, value $34,692,096.

    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 150,194 shares
    Change vs previous 13F +8,079 shares

    9.88% of the 13F portfolio, value $33,305,566.

    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).

  7. period ended2024-12-31
    13F 142,115 shares
    Change vs previous 13F -579 shares

    10.11% of the 13F portfolio, value $34,147,319.

    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).

  8. period ended2024-09-30
    13F 142,694 shares
    Change vs previous 13F not available

    10.09% of the 13F portfolio, value $33,858,333.

    13F-HR 0001172661-24-004318 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).