MARK SHEPTOFF FINANCIAL PLANNING, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARK SHEPTOFF FINANCIAL PLANNING, LLC on DIS, newest first. How the timeline and the estimate are built.
MARK SHEPTOFF FINANCIAL PLANNING, LLC held 1,880 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,880 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $180,950.
13F-HR 0001214659-26-010032 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,880 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $188,902.
13F-HR 0001214659-26-005887 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,880 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $213,888.
13F-HR 0001214659-26-001538 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,880 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $215,260.
13F-HR 0001214659-25-016387 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,880 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $233,139.
13F-HR 0001214659-25-011623 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,880 sharesChange vs previous 13F -71 shares
0.1% of the 13F portfolio, value $185,556.
13F-HR 0001214659-25-007445 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,951 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $217,244.
13F-HR 0001214659-25-002424 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,951 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $187,667.
13F-HR 0001214659-24-019213 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).