MARK SHEPTOFF FINANCIAL PLANNING, LLC: RYAN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARK SHEPTOFF FINANCIAL PLANNING, LLC on RYAN, newest first. How the timeline and the estimate are built.
MARK SHEPTOFF FINANCIAL PLANNING, LLC held 250 RYAN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 250 sharesChange vs previous 13F -8,525 shares
0.01% of the 13F portfolio, value $9,440.
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 8,775 sharesChange vs previous 13F -1,200 shares
0.14% of the 13F portfolio, value $268,076.
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 9,975 sharesChange vs previous 13F -1,600 shares
0.25% of the 13F portfolio, value $515,009.
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 11,575 sharesChange vs previous 13F -17,825 shares
0.31% of the 13F portfolio, value $652,367.
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 29,400 sharesChange vs previous 13F -100 shares
1.07% of the 13F portfolio, value $1,998,906.
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 29,500 sharesChange vs previous 13F -525 shares
1.2% of the 13F portfolio, value $2,179,165.
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 30,025 sharesChange vs previous 13F +400 shares
1.03% of the 13F portfolio, value $1,926,404.
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 29,625 sharesChange vs previous 13F not available
1.05% of the 13F portfolio, value $1,966,804.
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).