Filer · Institutional
MARK SHEPTOFF FINANCIAL PLANNING,LLC
CIK 0001607355TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001214659-26-005887 · filed 2026-05-11
510
positions
Q4 202513F-HR
0001214659-26-001538 · filed 2026-02-12
507
positions
Q3 202513F-HR
0001214659-25-016387 · filed 2025-11-13
481
positions
Q2 202513F-HR
0001214659-25-011623 · filed 2025-08-06
512
positions
Q1 202513F-HR
0001214659-25-007445 · filed 2025-05-13
445
positions
Q4 202413F-HR
0001214659-25-002424 · filed 2025-02-12
431
positions
Q3 202413F-HR
0001214659-24-019213 · filed 2024-11-14
428
positions
Q2 202413F-HR
0001214659-24-014242 · filed 2024-08-12
429
positions
Q1 202413F-HR
0001214659-24-008837 · filed 2024-05-10
402
positions
Q4 202313F-HR
0001214659-24-002242 · filed 2024-02-09
396
positions
Q3 202313F-HR
0001214659-23-014758 · filed 2023-11-13
383
positions
Q2 202313F-HR
0001214659-23-010959 · filed 2023-08-10
392
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.