Carter Bankshares shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Carter Bankshares
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Quarterly reported holdings in Carter Bankshares by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $20k | 600 | 34.01 |
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