MPS Loria Financial Planners, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Burr Ridge, IL
CIK
0001716180
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 77 255,428 13F-HR 10/20/2023 000117266123003472 MPS Loria Financial Planners, LLC
Q2 2023 77 266,105 13F-HR 7/21/2023 000117266123002568 MPS Loria Financial Planners, LLC
Q1 2023 73 247,399 13F-HR 4/11/2023 000117266123001670 MPS Loria Financial Planners, LLC
Q4 2022 70 225,036 13F-HR 1/23/2023 000117266123000254 MPS Loria Financial Planners, LLC
Q3 2022 69 257,633 13F-HR 11/14/2022 000160658722002283 MPS Loria Financial Planners, LLC
Q2 2022 72 221,695 13F-HR 7/19/2022 000160658722001371 MPS Loria Financial Planners, LLC
Q1 2022 84 238,199 13F-HR 5/10/2022 000160658722001065 MPS Loria Financial Planners, LLC
Q4 2021 80 245,329 13F-HR 2/7/2022 000160658722000345 MPS Loria Financial Planners, LLC
Q3 2021 80 218,334 13F-HR 10/29/2021 000160658721001451 MPS Loria Financial Planners, LLC
Q2 2021 83 216,908 13F-HR 7/20/2021 000160658721000791 MPS Loria Financial Planners, LLC
Q1 2021 625 214,769 13F-HR 5/3/2021 000160658721000538 MPS Loria Financial Planners, LLC
Q4 2020 636 222,665 13F-HR 2/2/2021 000160658721000167 MPS Loria Financial Planners, LLC
Q3 2020 341 193,339 13F-HR 10/13/2020 000160658720001008 MPS Loria Financial Planners, LLC
Q2 2020 349 186,745 13F-HR 8/13/2020 000160658720000964 MPS Loria Financial Planners, LLC
Q1 2020 66 130,176 RESTATEMENT 5/5/2020 000160658720000583 MPS Loria Financial Planners, LLC
Q1 2020 62 127,905 13F-HR 5/1/2020 000160658720000565 MPS Loria Financial Planners, LLC
Q4 2019 73 169,564 13F-HR 2/7/2020 000160658720000224 MPS Loria Financial Planners, LLC
Q3 2019 69 153,857 13F-HR 11/12/2019 000160658719001002 MPS Loria Financial Planners, LLC
Q2 2019 71 156,441 13F-HR 7/31/2019 000160658719000719 MPS Loria Financial Planners, LLC
Q1 2019 71 150,785 13F-HR 4/25/2019 000160658719000419 MPS Loria Financial Planners, LLC
Q4 2018 72 139,337 13F-HR 1/10/2019 000160658719000012 MPS Loria Financial Planners, LLC
Q3 2018 76 159,832 13F-HR 11/8/2018 000160658718000844 MPS Loria Financial Planners, LLC
Q2 2018 65 99,286 13F-HR 8/2/2018 000160658718000590 MPS Loria Financial Planners, LLC
Q1 2018 70 141,882 13F-HR 4/20/2018 000160658718000319 MPS Loria Financial Planners, LLC
Q4 2017 76 146,382 13F-HR 1/24/2018 000160658718000053 MPS Loria Financial Planners, LLC
Q3 2017 69 139,799 13F-HR 10/24/2017 000160658717000582 MPS Loria Financial Planners, LLC
Q2 2017 406 149,307 13F-HR 9/18/2017 000160658717000535 MPS Loria Financial Planners, LLC