MARK SHEPTOFF FINANCIAL PLANNING, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Glastonbury, CT
CIK
0001607355
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 385 172,237 13F-HR 5/11/2023 000121465923006789 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2022 394 170,529 13F-HR 2/14/2023 000121465923002244 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2022 379 164,238 13F-HR 11/8/2022 000121465922013307 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2022 391 173,973 13F-HR 8/11/2022 000121465922009888 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2022 436 198,715 13F-HR 5/12/2022 000121465922006660 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2021 468 209,510 13F-HR 2/11/2022 000121465922002262 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2021 398 181,668 13F-HR 11/10/2021 000121465921011411 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2021 420 186,573 13F-HR 8/12/2021 000121465921008418 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2021 379 174,232 13F-HR 5/11/2021 000121465921005155 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2020 360 175,762 13F-HR 2/11/2021 000121465921001539 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2020 332 162,507 13F-HR 11/12/2020 000121465920009371 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2020 364 154,178 13F-HR 8/10/2020 000121465920006918 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2020 352 132,281 13F-HR 5/7/2020 000121465920004149 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2019 370 158,831 13F-HR 2/10/2020 000121465920001116 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2019 365 148,305 13F-HR 11/12/2019 000121465919007005 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2019 360 146,474 13F-HR 8/12/2019 000121465919005148 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2019 361 138,778 13F-HR 5/10/2019 000121465919003324 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2018 335 120,372 13F-HR 2/11/2019 000121465919000994 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2018 367 145,791 13F-HR 11/13/2018 000121465918007040 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2018 369 135,204 13F-HR 8/9/2018 000121465918005306 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2018 386 144,130 13F-HR 5/8/2018 000121465918003420 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2017 378 153,759 13F-HR 2/9/2018 000121465918001022 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2017 378 148,945 13F-HR 11/9/2017 000121465917006555 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2017 374 145,597 13F-HR 8/9/2017 000121465917004894 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2017 376 140,233 13F-HR 5/8/2017 000121465917003062 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2016 366 134,740 13F-HR 2/7/2017 000121465917000784 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2016 359 134,494 13F-HR 11/7/2016 000121465916014422 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2016 356 133,805 13F-HR 8/9/2016 000121465916013055 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2016 365 123,008 13F-HR 5/9/2016 000121465916011355 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2015 392 123,385 13F-HR 2/9/2016 000121465916009400 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2015 405 114,056 13F-HR 11/12/2015 000121465915007670 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2015 404 123,690 13F-HR 8/5/2015 000121465915005835 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2015 342 119,899 13F-HR 5/12/2015 000121465915003844 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q4 2014 343 113,074 13F-HR 2/9/2015 000121465915001091 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2014 351 113,142 13F-HR 11/12/2014 000121465914007550 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2014 357 116,980 13F-HR 8/13/2014 000121465914005823 MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q1 2014 369 112,958 13F-HR 5/9/2014 000121465914003402 MARK SHEPTOFF FINANCIAL PLANNING, LLC