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Lo shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Lo (LOCO) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Lo

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All positions including Lo held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lo by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 800 16.96
2023-12-31 $8.8k 1.0k 8.82

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Top funds holding Lo

Biglari Capital
BlackRock
Dimensional Fund Advisors
LSV Asset Management
Goldman Sachs Group
Vanguard Capital Management
Tieton Capital Management
First Eagle Investment Management
Two Sigma Investments
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Hillsdale Investment Management
State Street Corporation
Sardar Biglari
Monimus Capital Management

View all funds holding Lo