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MARK SHEPTOFF FINANCIAL PLANNING, LLC: CLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARK SHEPTOFF FINANCIAL PLANNING, LLC on CLS, newest first. How the timeline and the estimate are built.

MARK SHEPTOFF FINANCIAL PLANNING, LLC held 29,580 CLS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,580 shares
    Change vs previous 13F -100 shares

    5.73% of the 13F portfolio, value $10,790,784.

    13F-HR 0001214659-26-010032 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,680 shares
    Change vs previous 13F -645 shares

    6.56% of the 13F portfolio, value $12,396,149.

    13F-HR 0001214659-26-005887 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,325 shares
    Change vs previous 13F -780 shares

    4.27% of the 13F portfolio, value $8,964,373.

    13F-HR 0001214659-26-001538 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,105 shares
    Change vs previous 13F +32 shares

    3.67% of the 13F portfolio, value $7,663,650.

    13F-HR 0001214659-25-016387 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,073 shares
    Change vs previous 13F +3,118 shares

    2.59% of the 13F portfolio, value $4,850,806.

    13F-HR 0001214659-25-011623 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,955 shares
    Change vs previous 13F -1,030 shares

    1.21% of the 13F portfolio, value $2,203,134.

    13F-HR 0001214659-25-007445 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,985 shares
    Change vs previous 13F +8,485 shares

    1.44% of the 13F portfolio, value $2,675,316.

    13F-HR 0001214659-25-002424 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,500 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,047,960.

    13F-HR 0001214659-24-019213 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).