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CIK 0001716180 • 7 13F filings • Apr 22, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("mps-loria-financial-planners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004315 |
| $376.3M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002945 | $435.0M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002763 | $339.9M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001631 | $379.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001531 | $337.2M | View |