Mark Sheptoff Financial Planning - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Mark Sheptoff Financial Planning going back to May 9, 2014

• Mark Sheptoff Financial Planning 2023 Q4 - filed Feb. 9, 2024 - new!
• Mark Sheptoff Financial Planning 2023 Q3 - filed Nov. 13, 2023
• Mark Sheptoff Financial Planning 2023 Q2 - filed Aug. 10, 2023
• Mark Sheptoff Financial Planning 2023 Q1 - filed May 11, 2023
• Mark Sheptoff Financial Planning 2022 Q4 - filed Feb. 14, 2023
• Mark Sheptoff Financial Planning 2022 Q3 - filed Nov. 9, 2022
• Mark Sheptoff Financial Planning 2022 Q2 - filed Aug. 11, 2022
• Mark Sheptoff Financial Planning 2022 Q1 - filed May 12, 2022
• Mark Sheptoff Financial Planning 2021 Q4 - filed Feb. 11, 2022
• Mark Sheptoff Financial Planning 2021 Q3 - filed Nov. 10, 2021
• Mark Sheptoff Financial Planning 2021 Q2 - filed Aug. 12, 2021
• Mark Sheptoff Financial Planning 2021 Q1 - filed May 11, 2021
• Mark Sheptoff Financial Planning 2020 Q4 - filed Feb. 11, 2021
• Mark Sheptoff Financial Planning 2020 Q3 - filed Nov. 12, 2020
• Mark Sheptoff Financial Planning 2020 Q2 - filed Aug. 10, 2020
• Mark Sheptoff Financial Planning 2020 Q1 - filed May 7, 2020
• Mark Sheptoff Financial Planning 2019 Q4 - filed Feb. 10, 2020
• Mark Sheptoff Financial Planning 2019 Q3 - filed Nov. 12, 2019
• Mark Sheptoff Financial Planning 2019 Q2 - filed Aug. 12, 2019
• Mark Sheptoff Financial Planning 2019 Q1 - filed May 10, 2019
• Mark Sheptoff Financial Planning 2018 Q4 - filed Feb. 11, 2019
• Mark Sheptoff Financial Planning 2018 Q3 - filed Nov. 13, 2018
• Mark Sheptoff Financial Planning 2018 Q2 - filed Aug. 9, 2018
• Mark Sheptoff Financial Planning 2018 Q1 - filed May 8, 2018
• Mark Sheptoff Financial Planning 2017 Q4 - filed Feb. 9, 2018
• Mark Sheptoff Financial Planning 2017 Q3 - filed Nov. 9, 2017
• Mark Sheptoff Financial Planning 2017 Q2 - filed Aug. 9, 2017
• Mark Sheptoff Financial Planning 2017 Q1 - filed May 8, 2017
• Mark Sheptoff Financial Planning 2016 Q4 - filed Feb. 7, 2017
• Mark Sheptoff Financial Planning 2016 Q3 - filed Nov. 7, 2016
• Mark Sheptoff Financial Planning 2016 Q2 - filed Aug. 9, 2016
• Mark Sheptoff Financial Planning 2016 Q1 - filed May 9, 2016
• Mark Sheptoff Financial Planning 2015 Q4 - filed Feb. 9, 2016
• Mark Sheptoff Financial Planning 2015 Q3 - filed Nov. 12, 2015
• Mark Sheptoff Financial Planning 2015 Q2 - filed Aug. 5, 2015
• Mark Sheptoff Financial Planning 2015 Q1 - filed May 12, 2015
• Mark Sheptoff Financial Planning 2014 Q4 - filed Feb. 9, 2015
• Mark Sheptoff Financial Planning 2014 Q3 - filed Nov. 12, 2014
• Mark Sheptoff Financial Planning 2014 Q2 - filed Aug. 13, 2014
• Mark Sheptoff Financial Planning 2014 Q1 - filed May 9, 2014