13F-HR filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
MARK SHEPTOFF FINANCIAL PLANNING, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 510 holding rows worth $188,910,816.
- Accession
- 0001214659-26-005887
- Filer
- CIK 1607355
- Filed
- 2026-05-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 510 entries on the cover page, a total value of $188,910,816 stated on the cover page (in dollars after the unit check, H1), rows summing to $188,910,816 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 |
|---|---|---|---|---|---|---|
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 18 | $265 | dollars as filed | |
| ADVANSIX INC | 00773T101 | COM | 10 | $262 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 12 | $160 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 25 | $98 | dollars as filed | |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 10 | $63 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 8 | $28 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 5 | $20 | dollars as filed | |
| Ilustrato Pictures Intl Inc | 452372105 | COM | 50,000 | $15 | dollars as filed | |
| CEL-SCI CORP | 150837706 | COM NEW | 1 | $2 | dollars as filed | |
| MEDICAL MARIJUANA INC | 58463A105 | COMMON STOCK | 1,000 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-005887 | this filing | 2026-05-11 | acceptance time not in the bulk data set |