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MARK SHEPTOFF FINANCIAL PLANNING, LLC: PLTR position timeline

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

MARK SHEPTOFF FINANCIAL PLANNING, LLC held 73,424 PLTR 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 73,424 shares
    Change vs previous 13F +115 shares

    4.55% of the 13F portfolio, value $8,566,378.

    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 73,309 shares
    Change vs previous 13F +460 shares

    5.27% of the 13F portfolio, value $9,963,426.

    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 72,849 shares
    Change vs previous 13F -202 shares

    6.17% of the 13F portfolio, value $12,948,910.

    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 73,051 shares
    Change vs previous 13F -100 shares

    6.38% of the 13F portfolio, value $13,325,963.

    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 73,151 shares
    Change vs previous 13F +545 shares

    5.31% of the 13F portfolio, value $9,971,944.

    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 72,606 shares
    Change vs previous 13F -2,469 shares

    3.38% of the 13F portfolio, value $6,127,946.

    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 75,075 shares
    Change vs previous 13F -500 shares

    3.05% of the 13F portfolio, value $5,677,922.

    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 75,575 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,811,390.

    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).