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Disclosery

MARK SHEPTOFF FINANCIAL PLANNING, LLC: STZ position timeline

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

MARK SHEPTOFF FINANCIAL PLANNING, LLC held 250 STZ 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 250 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $34,773.

    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 350 shares
    Change vs previous 13F -390 shares

    0.03% of the 13F portfolio, value $52,430.

    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 740 shares
    Change vs previous 13F -1,900 shares

    0.05% of the 13F portfolio, value $102,085.

    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 2,640 shares
    Change vs previous 13F -1,500 shares

    0.17% of the 13F portfolio, value $355,523.

    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 4,140 shares
    Change vs previous 13F -1,560 shares

    0.36% of the 13F portfolio, value $673,489.

    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 5,700 shares
    Change vs previous 13F -700 shares

    0.58% of the 13F portfolio, value $1,046,056.

    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 6,400 shares
    Change vs previous 13F -250 shares

    0.76% of the 13F portfolio, value $1,414,391.

    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 6,650 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,713,628.

    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).