MARK SHEPTOFF FINANCIAL PLANNING, LLC: TVTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARK SHEPTOFF FINANCIAL PLANNING, LLC on TVTX, newest first. How the timeline and the estimate are built.
MARK SHEPTOFF FINANCIAL PLANNING, LLC held 1,600 TVTX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,600 sharesChange vs previous 13F +1,600 shares
0.05% of the 13F portfolio, value $90,896.
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 0 sharesChange vs previous 13F -7,750 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 7,750 sharesChange vs previous 13F +6,750 shares
0.14% of the 13F portfolio, value $296,128.
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 1,000 sharesChange vs previous 13F -1,400 shares
0.01% of the 13F portfolio, value $23,900.
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 2,400 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $35,520.
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 2,400 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $43,008.
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).