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MPS Loria Financial Planners, LLC: WTM position timeline

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

MPS Loria Financial Planners, LLC held 383 WTM 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 383 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $768,486.

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

  2. period ended2026-06-30
    13F 383 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $794,109.

    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 ยง4.2).