13F-HR filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
MARK SHEPTOFF FINANCIAL PLANNING, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-06, with 512 holding rows worth $187,640,751.
- Accession
- 0001214659-25-011623
- Filer
- CIK 1607355
- Filed
- 2025-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 512 entries on the cover page, a total value of $187,640,751 stated on the cover page (in dollars after the unit check, H1), rows summing to $187,640,751 with VALUE read as dollars as filed, 13F file number 028-16130. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NIKE,Inc. Class B | 654106103 | COM | 4 | $284 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 25 | $282 | dollars as filed | |
| CENTURY THERAPEUTICS INC | 15673T100 | COM | 500 | $279 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 10 | $276 | dollars as filed | |
| ADVANSIX INC | 00773T101 | COM | 10 | $238 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 100 | $211 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 5 | $210 | dollars as filed | |
| KOPIN CORP | 500600101 | COMMON STOCK | 100 | $153 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 11 | $128 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 2 | $89 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 8 | $34 | dollars as filed | |
| CEL-SCI CORP | 150837706 | COM NEW | 1 | $2 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-011623 | this filing | 2025-08-06 | acceptance time not in the bulk data set |