MARK SHEPTOFF FINANCIAL PLANNING, LLC
All 13F Filings
- Location
- Glastonbury, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 209,821
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 507 | 209,821 | 13F-HR | MARK SHEPTOFF FINANCIAL PLANNING, LLC |
| Q3 2025 | 11/13/2025 | 481 | 208,943 | 13F-HR | MARK SHEPTOFF FINANCIAL PLANNING, LLC |
| Q2 2025 | 8/6/2025 | 512 | 187,641 | 13F-HR | MARK SHEPTOFF FINANCIAL PLANNING, LLC |
| Q1 2014 | 5/9/2014 | 369 | 112,958 | 13F-HR | MARK SHEPTOFF FINANCIAL PLANNING, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.1 K | 96.8% | 0 | 643 | -643 |
| ETFs | 6.669 K | 3.2% | 1.532 K | 0 | 1.532 K |
| Debt | 51 | 0.0% | 0 | 5 | -5 |
| Other | 4 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
209,821
Holdings
507
QoQ value change ($000)
878
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.