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Manager record

Mark Sheptoff Financial Planning, Llc

Glastonbury, CT · CIK 1607355 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$188.39MReported 13F valueQ2 2026 · as filed
513Holdings listed
-0.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $187.6M$187.6MQ2 2025512 holdingsQ3 2025: $208.9M$208.9MQ3 2025481 holdingsQ4 2025: $209.8M$209.8MQ4 2025507 holdingsQ1 2026: $188.9M$188.9MQ1 2026510 holdingsQ2 2026: $188.4M$188.4MQ2 2026513 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$188.39M · 513 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$188.91M · 510 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$209.82M · 507 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$208.94M · 481 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$187.64M · 512 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology