13F-HR filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
MARK SHEPTOFF FINANCIAL PLANNING, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 513 holding rows worth $188,385,043.
- Accession
- 0001214659-26-010032
- Filer
- CIK 1607355
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 513 entries on the cover page, a total value of $188,385,043 stated on the cover page (in dollars after the unit check, H1), rows summing to $188,385,043 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 |
|---|---|---|---|---|---|---|
| ENDAVA PLC ADS | 29260V105 | ADR | 200 | $566 | dollars as filed | |
| NKARTA INC | 65487U108 | COMMON STOCK | 200 | $566 | dollars as filed | |
| Net Lease Office Properties | 64110Y108 | COM | 45 | $501 | dollars as filed | |
| KOPIN CORP | 500600101 | COMMON STOCK | 100 | $448 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 8 | $358 | dollars as filed | |
| DNOW INC | 67011P100 | COMMON STOCK | 25 | $324 | dollars as filed | |
| PINETREE CAPITAL LTD COM NPV | 723330858 | COM | 50 | $318 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 18 | $204 | dollars as filed | |
| ADVANSIX INC | 00773T101 | COM | 10 | $199 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 25 | $136 | dollars as filed | |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 10 | $67 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 8 | $22 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 5 | $16 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-010032 | this filing | 2026-08-13 | acceptance time not in the bulk data set |